 微软MSFT |
| 8.65% | 8.79% | $2,874.6万 | 5.5万股 | $2,796.2万 | 5.6万股 | -717股-1.28% | 减仓 |
 UNITED RENTALSURI |
| 7.66% | 6.47% | $2,545.7万 | 2.7万股 | $2,056.6万 | 2.7万股 | -632股-2.32% | 减仓 |
 ADPADP |
| 5.5% | 6.06% | $1,828.0万 | 6.2万股 | $1,927.4万 | 6.2万股 | -214股-0.34% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.98% | 4.95% | $1,654.1万 | 3.3万股 | $1,574.0万 | 3.2万股 | +500股+1.54% | 加仓 |
| SSPDR行业精选信托XLK |
| 3.54% | 3.33% | $1,174.7万 | 4.2万股 | $1,058.4万 | 4.2万股 | -120股-0.29% | 减仓 |
 Jack Henry & Associates, IncJKHY |
| 2.99% | 3.79% | $993.0万 | 6.7万股 | $1,205.1万 | 6.7万股 | -211股-0.32% | 减仓 |
 英伟达NVDA |
| 2.77% | 2.45% | $919.4万 | 4.9万股 | $780.4万 | 4.9万股 | -120股-0.24% | 减仓 |
 标普全球SPGI |
| 2.48% | 2.82% | $823.7万 | 1.7万股 | $897.1万 | 1.7万股 | -90股-0.53% | 减仓 |
 宝洁PG |
| 2.4% | 2.63% | $796.2万 | 5.2万股 | $836.4万 | 5.2万股 | -676股-1.29% | 减仓 |
 ROSS STORES COMROST |
| 2.11% | 1.89% | $699.7万 | 4.6万股 | $601.5万 | 4.7万股 | -1,233股-2.62% | 减仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 2.06% | 1.91% | $685.2万 | 3.1万股 | $607.8万 | 3.1万股 | +20股+0.06% | 加仓 |
 家得宝HD |
| 1.99% | 1.93% | $661.2万 | 1.6万股 | $612.2万 | 1.7万股 | -380股-2.28% | 减仓 |
 思科CSCO |
| 1.96% | 2.12% | $651.3万 | 9.5万股 | $675.2万 | 9.7万股 | -2,129股-2.19% | 减仓 |
 甲骨文ORCL |
| 1.96% | 1.59% | $649.6万 | 2.3万股 | $506.7万 | 2.3万股 | -79股-0.34% | 减仓 |
 苹果AAPL |
| 1.93% | 1.64% | $640.8万 | 2.5万股 | $520.8万 | 2.5万股 | -222股-0.87% | 减仓 |
 雷神技术RTX |
| 1.89% | 1.78% | $627.3万 | 3.7万股 | $564.8万 | 3.9万股 | -1,189股-3.07% | 减仓 |
 Markel Group Inc.MKL |
| 1.87% | 2.07% | $621.9万 | 3,254股 | $658.9万 | 3,299股 | -45股-1.36% | 减仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 1.73% | 1.95% | $573.4万 | 2.8万股 | $618.9万 | 2.8万股 | -260股-0.93% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.61% | 1.63% | $536.1万 | 8,995股 | $517.4万 | 9,134股 | -139股-1.52% | 减仓 |
| SSEI INVTSSEIC |
| 1.43% | 1.59% | $476.4万 | 5.6万股 | $504.6万 | 5.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.35% | 1.03% | $449.8万 | 1.9万股 | $326.0万 | 1.8万股 | +8股+0.04% | 加仓 |
 摩根大通JPM |
| 1.16% | 1.15% | $384.3万 | 1.2万股 | $365.7万 | 1.3万股 | -429股-3.40% | 减仓 |
 AFLAC COMAFL |
| 1.08% | 1.11% | $359.6万 | 3.2万股 | $351.7万 | 3.3万股 | -1,150股-3.45% | 减仓 |
 埃克森美孚XOM |
| 1.03% | 1.06% | $341.3万 | 3.0万股 | $338.3万 | 3.1万股 | -1,108股-3.53% | 减仓 |
 艾伯维ABBV |
| 1.02% | 0.86% | $337.5万 | 1.5万股 | $272.2万 | 1.5万股 | -86股-0.59% | 减仓 |
 多佛DOV |
| 1% | 1.17% | $333.2万 | 2.0万股 | $373.5万 | 2.0万股 | -409股-2.01% | 减仓 |
 CencoraCOR |
| 0.97% | 0.97% | $322.4万 | 1.0万股 | $309.3万 | 1.0万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.95% | 0.81% | $314.9万 | 6,599股 | $256.8万 | 6,615股 | -16股-0.24% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.91% | 0.92% | $301.7万 | 4股 | $291.5万 | 4股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.77% | 0.69% | $255.1万 | 1.8万股 | $217.9万 | 1.8万股 | +1股+0.01% | 加仓 |
 直觉外科ISRG |
| 0.74% | 0.85% | $245.3万 | 5,485股 | $271.7万 | 5,000股 | +485股+9.70% | 加仓 |
| T赛默飞世尔TMO |
| 0.71% | 0.63% | $235.8万 | 4,862股 | $200.3万 | 4,941股 | -79股-1.60% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.68% | 0.69% | $224.6万 | 4.2万股 | $218.3万 | 4.2万股 | +6股+0.01% | 加仓 |
 CVS健康CVS |
| 0.66% | 0.65% | $218.4万 | 2.9万股 | $205.3万 | 3.0万股 | -793股-2.66% | 减仓 |
 默沙东MRK |
| 0.65% | 0.68% | $217.5万 | 2.6万股 | $215.8万 | 2.7万股 | -1,341股-4.92% | 减仓 |
| Q高通QCOM |
| 0.61% | 0.61% | $201.7万 | 1.2万股 | $193.1万 | 1.2万股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.6% | 0.65% | $199.1万 | 5,319股 | $207.7万 | 5,819股 | -500股-8.59% | 减仓 |
 ADOBE COMADBE |
| 0.58% | 0.66% | $193.6万 | 5,487股 | $210.0万 | 5,427股 | +60股+1.11% | 加仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.58% | 0.61% | $193.1万 | 2.3万股 | $195.2万 | 2.3万股 | -46股-0.20% | 减仓 |
 强生JNJ |
| 0.57% | 0.5% | $189.8万 | 1.0万股 | $157.9万 | 1.0万股 | -100股-0.97% | 减仓 |
 应用材料AMAT |
| 0.55% | 0.53% | $183.6万 | 8,965股 | $167.1万 | 9,130股 | -165股-1.81% | 减仓 |
 GE航空GE |
| 0.52% | 0.47% | $171.9万 | 5,714股 | $149.5万 | 5,809股 | -95股-1.64% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.52% | 0.5% | $171.7万 | 8,544股 | $159.3万 | 8,544股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.51% | 0.48% | $169.3万 | 4,904股 | $152.2万 | 4,877股 | +27股+0.55% | 加仓 |
 高露洁CL |
| 0.51% | 0.63% | $168.3万 | 2.1万股 | $199.1万 | 2.2万股 | -849股-3.88% | 减仓 |
 美光科技MU |
| 0.51% | 0.39% | $167.7万 | 1.0万股 | $123.8万 | 1.0万股 | -20股-0.20% | 减仓 |
 麦当劳MCD |
| 0.5% | 0.51% | $167.7万 | 5,519股 | $163.2万 | 5,585股 | -66股-1.18% | 减仓 |
 英特尔INTC |
| 0.49% | 0.38% | $162.0万 | 4.8万股 | $119.3万 | 5.3万股 | -4,966股-9.33% | 减仓 |
| IiShares安硕信托HDV |
| 0.46% | 0.46% | $153.2万 | 1.3万股 | $146.6万 | 1.3万股 | +5股+0.04% | 加仓 |
 联合太平洋铁路UNP |
| 0.45% | 0.46% | $149.3万 | 6,317股 | $146.5万 | 6,367股 | -50股-0.79% | 减仓 |
