 苹果AAPL |
| 5.17% | 5.3% | $1,739.5万 | 6.0万股 | $1,502.3万 | 5.9万股 | +924股+1.56% | 加仓 |
 礼来LLY |
| 4.38% | 3.89% | $1,474.2万 | 1.2万股 | $1,102.3万 | 1.2万股 | +307股+2.56% | 加仓 |
 应用材料AMAT |
| 3.94% | 2.36% | $1,326.3万 | 1.8万股 | $669.5万 | 2.0万股 | -1,245股-6.36% | 减仓 |
 英伟达NVDA |
| 3.81% | 3.77% | $1,283.1万 | 6.4万股 | $1,068.0万 | 6.1万股 | +2,888股+4.72% | 加仓 |
 迈威尔MRVL |
| 3.33% | 1.22% | $1,122.7万 | 3.8万股 | $346.1万 | 3.5万股 | +2,749股+7.87% | 加仓 |
 台积电TSM |
| 3.14% | 2.56% | $1,058.2万 | 2.2万股 | $724.4万 | 2.1万股 | +724股+3.38% | 加仓 |
 微软MSFT |
| 3.13% | 3.48% | $1,053.8万 | 2.8万股 | $987.3万 | 2.7万股 | +1,578股+5.92% | 加仓 |
 QUANTA SVCSPWR |
| 2.74% | 2.34% | $922.6万 | 1.3万股 | $664.3万 | 1.2万股 | +713股+5.89% | 加仓 |
 Arista网络ANET |
| 2.06% | 1.64% | $692.8万 | 4.1万股 | $465.2万 | 3.8万股 | +2,897股+7.65% | 加仓 |
| BBANK OF AMERBAC |
| 2.04% | 1.88% | $686.4万 | 12.0万股 | $532.9万 | 10.9万股 | +1.1万股+10.21% | 加仓 |
 艾伯维ABBV |
| 1.82% | 1.92% | $612.2万 | 2.4万股 | $544.9万 | 2.5万股 | -725股-2.89% | 减仓 |
 飞塔FTNT |
| 1.73% | 1.19% | $581.3万 | 3.8万股 | $338.6万 | 4.1万股 | -3,596股-8.68% | 减仓 |
 摩根大通JPM |
| 1.65% | 1.81% | $554.8万 | 1.7万股 | $511.7万 | 1.7万股 | -445股-2.56% | 减仓 |
 谷歌AGOOGL |
| 1.62% | 1.61% | $544.8万 | 1.5万股 | $457.1万 | 1.6万股 | -650股-4.09% | 减仓 |
 特灵科技TT |
| 1.58% | 1.45% | $532.6万 | 1.1万股 | $412.2万 | 9,891股 | +953股+9.64% | 加仓 |
 万事达MA |
| 1.54% | 1.72% | $519.0万 | 1.0万股 | $488.0万 | 9,767股 | +338股+3.46% | 加仓 |
 CSX铁路CSX |
| 1.49% | 1.45% | $502.7万 | 10.6万股 | $409.9万 | 10.0万股 | +5,919股+5.93% | 加仓 |
 TJXTJX |
| 1.41% | 1.2% | $474.8万 | 3.1万股 | $339.1万 | 2.1万股 | +1.0万股+47.57% | 加仓 |
 好市多COST |
| 1.3% | 1.54% | $436.2万 | 4,663股 | $437.8万 | 4,394股 | +269股+6.12% | 加仓 |
 南方电力SO |
| 1.27% | 1.42% | $428.0万 | 4.5万股 | $403.5万 | 4.2万股 | +2,918股+6.98% | 加仓 |
 AMGEN COMAMGN |
| 1.27% | 1.6% | $427.0万 | 1.2万股 | $453.6万 | 1.3万股 | -1,100股-8.53% | 减仓 |
 德州仪器TXN |
| 1.23% | 0.89% | $413.9万 | 1.4万股 | $252.8万 | 1.3万股 | +863股+6.63% | 加仓 |
 美国运通AXP |
| 1.2% | 1.15% | $403.2万 | 1.2万股 | $325.4万 | 1.1万股 | +1,163股+10.81% | 加仓 |
| IIBMIBM |
| 1.16% | 1.1% | $391.3万 | 1.4万股 | $312.2万 | 1.3万股 | +1,033股+8.02% | 加仓 |
 Meta平台META |
| 1.11% | 1.24% | $372.1万 | 6,606股 | $351.9万 | 6,151股 | +455股+7.40% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.05% | 1.1% | $353.4万 | 4,732股 | $311.6万 | 4,792股 | -60股-1.25% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.03% | 1.43% | $345.5万 | 2.1万股 | $404.3万 | 1.9万股 | +1,348股+7.00% | 加仓 |
 Phillips 66PSX |
| 1.02% | 1.17% | $343.7万 | 2.0万股 | $332.0万 | 1.8万股 | +2,111股+11.58% | 加仓 |
 阿默普莱斯AMP |
| 1.01% | 1.05% | $339.2万 | 7,394股 | $298.0万 | 6,706股 | +688股+10.26% | 加仓 |
 NETFLIXNFLX |
| 0.97% | 1.4% | $325.4万 | 4.6万股 | $396.4万 | 4.1万股 | +4,358股+10.57% | 加仓 |
 奎斯特诊断DGX |
| 0.96% | 1.01% | $324.7万 | 1.5万股 | $285.6万 | 1.5万股 | +750股+5.15% | 加仓 |
 阿斯利康AZN |
| 0.96% | 1.14% | $324.2万 | 1.7万股 | $324.5万 | 1.6万股 | +645股+3.92% | 加仓 |
 思科CSCO |
| 0.96% | 0.75% | $322.4万 | 2.7万股 | $213.9万 | 2.8万股 | -125股-0.45% | 减仓 |
| TTOLL BROTHERSTOL |
| 0.95% | 0.87% | $321.3万 | 2.0万股 | $248.0万 | 1.8万股 | +1,326股+7.30% | 加仓 |
 RESTAURANT BRANDS INTLQSR |
| 0.92% | 1.02% | $308.8万 | 4.3万股 | $288.5万 | 3.9万股 | +3,551股+9.10% | 加仓 |
 甲骨文ORCL |
| 0.85% | 0.86% | $287.6万 | 2.0万股 | $244.1万 | 1.7万股 | +3,035股+18.29% | 加仓 |
 默沙东MRK |
| 0.84% | 0.96% | $282.6万 | 2.2万股 | $271.4万 | 2.3万股 | -565股-2.50% | 减仓 |
 博通AVGO |
| 0.82% | 0.85% | $274.7万 | 7,273股 | $240.3万 | 7,764股 | -491股-6.32% | 减仓 |
 黑石集团BX |
| 0.8% | 0.83% | $267.8万 | 2.3万股 | $234.7万 | 2.0万股 | +2,346股+11.49% | 加仓 |
| IiShares安硕信托IVV |
| 0.79% | 0.88% | $267.4万 | 3,570股 | $250.0万 | 3,828股 | -258股-6.74% | 减仓 |
 AFLAC COMAFL |
| 0.78% | 0.87% | $263.8万 | 2.3万股 | $246.8万 | 2.3万股 | 00.00% | 持仓不变 |
| KKimco地产KIM |
| 0.78% | 0.72% | $261.6万 | 10.3万股 | $204.1万 | 9.1万股 | +1.2万股+13.61% | 加仓 |
 宝洁PG |
| 0.76% | 1% | $254.6万 | 1.7万股 | $282.1万 | 2.0万股 | -2,171股-11.12% | 减仓 |
 KROGER COMKR |
| 0.75% | 1.06% | $252.2万 | 4.5万股 | $301.8万 | 4.2万股 | +3,709股+8.89% | 加仓 |
 百事可乐PEP |
| 0.73% | 1.03% | $246.6万 | 1.8万股 | $290.7万 | 1.9万股 | -508股-2.71% | 减仓 |
 壳牌SHEL |
| 0.73% | 0.93% | $246.2万 | 3.2万股 | $263.5万 | 2.8万股 | +3,416股+12.06% | 加仓 |
| IiShares黄金信托IAU |
| 0.71% | 0.99% | $239.9万 | 3.2万股 | $280.1万 | 3.2万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.64% | 1.1% | $216.8万 | 1.6万股 | $311.8万 | 1.8万股 | -2,518股-13.70% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.64% | 0.72% | $216.5万 | 2.1万股 | $203.7万 | 2.1万股 | -131股-0.62% | 减仓 |
 沃尔玛WMT |
| 0.64% | 0.86% | $215.1万 | 1.9万股 | $242.9万 | 2.0万股 | -555股-2.84% | 减仓 |
