 谷歌AGOOGL |
| 5.42% | 5.15% | $1,132.7万 | 3.2万股 | $934.2万 | 3.2万股 | -793股-2.44% | 减仓 |
 英伟达NVDA |
| 5.32% | 5.5% | $1,112.4万 | 5.6万股 | $996.3万 | 5.7万股 | -1,531股-2.68% | 减仓 |
 AMD超威AMD |
| 5.07% | 2.24% | $1,060.2万 | 1.8万股 | $405.3万 | 2.0万股 | -1,673股-8.40% | 减仓 |
 苹果AAPL |
| 4.53% | 4.56% | $945.7万 | 3.3万股 | $827.3万 | 3.3万股 | +85股+0.26% | 加仓 |
 应用材料AMAT |
| 4.52% | 2.38% | $944.4万 | 1.3万股 | $430.9万 | 1.3万股 | +454股+3.60% | 加仓 |
 ANALOG DEVICES COMADI |
| 4.19% | 4.13% | $876.6万 | 2.2万股 | $749.3万 | 2.4万股 | -1,479股-6.28% | 减仓 |
 微软MSFT |
| 3.57% | 3.87% | $745.4万 | 2.0万股 | $701.6万 | 1.9万股 | +1,029股+5.43% | 加仓 |
 礼来LLY |
| 3.44% | 2.86% | $718.5万 | 5,990股 | $517.9万 | 5,631股 | +359股+6.38% | 加仓 |
 亚马逊AMZN |
| 3.31% | 3.33% | $692.4万 | 2.9万股 | $604.3万 | 2.9万股 | +35股+0.12% | 加仓 |
 雷神技术RTX |
| 2.89% | 3.46% | $604.4万 | 3.2万股 | $626.9万 | 3.3万股 | -644股-1.98% | 减仓 |
| SSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSBGSY |
| 2.83% | 2.7% | $592.4万 | 9.1万股 | $488.6万 | 9.0万股 | +1,116股+1.24% | 加仓 |
 TJXTJX |
| 2.75% | 3.33% | $574.5万 | 3.8万股 | $603.2万 | 3.8万股 | +148股+0.39% | 加仓 |
 万事达MA |
| 2.68% | 2.92% | $561.0万 | 1.1万股 | $529.6万 | 1.1万股 | +324股+3.06% | 加仓 |
 罗克韦尔自动化ROK |
| 2.67% | 2.24% | $557.5万 | 1.1万股 | $406.1万 | 1.1万股 | -56股-0.49% | 减仓 |
 强生JNJ |
| 2.65% | 2.98% | $554.6万 | 2.2万股 | $540.1万 | 2.2万股 | -259股-1.17% | 减仓 |
 家得宝HD |
| 2.36% | 2.5% | $494.0万 | 1.4万股 | $453.2万 | 1.4万股 | +226股+1.64% | 加仓 |
 宝洁PG |
| 1.97% | 2.18% | $411.4万 | 2.8万股 | $394.5万 | 2.7万股 | +747股+2.74% | 加仓 |
 福泰制药VRTX |
| 1.97% | 1.92% | $411.4万 | 8,282股 | $348.7万 | 7,810股 | +472股+6.04% | 加仓 |
 美国运通AXP |
| 1.95% | 1.63% | $407.0万 | 1.2万股 | $296.1万 | 9,789股 | +2,243股+22.91% | 加仓 |
 ADPADP |
| 1.88% | 1.96% | $393.2万 | 1.8万股 | $355.6万 | 1.8万股 | +53股+0.30% | 加仓 |
 雅培ABT |
| 1.84% | 2.51% | $384.4万 | 4.2万股 | $455.3万 | 4.4万股 | -1,984股-4.47% | 减仓 |
 DANAHER DEL COMDHR |
| 1.76% | 2.18% | $367.5万 | 1.9万股 | $395.9万 | 2.1万股 | -1,586股-7.60% | 减仓 |
 赛莱默XYL |
| 1.67% | 1.9% | $349.5万 | 3.0万股 | $345.1万 | 2.9万股 | +681股+2.36% | 加仓 |
 APTARGROUPATR |
| 1.38% | 1.75% | $289.3万 | 2.3万股 | $317.6万 | 2.5万股 | -2,095股-8.31% | 减仓 |
 嘉信理财SCHW |
| 1.3% | 1.33% | $271.7万 | 2.9万股 | $241.0万 | 2.6万股 | +3,804股+14.83% | 加仓 |
 优步UBER |
| 1.29% | 1.35% | $270.1万 | 3.7万股 | $243.9万 | 3.4万股 | +3,515股+10.36% | 加仓 |
| AAMG RIVER ROAD SMALL-MID CAP VARIMX |
| 1.28% | 1.36% | $266.8万 | 25.3万股 | $247.1万 | 25.3万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.19% | 1.24% | $248.7万 | 7,249股 | $225.1万 | 7,449股 | -200股-2.68% | 减仓 |
 雪佛龙CVX |
| 1.16% | 1.63% | $242.6万 | 1.5万股 | $295.7万 | 1.4万股 | +344股+2.41% | 加仓 |
| GGQG PARTNERS EMERGING MARKETS EQUITYINSTGQGIX |
| 1.14% | 1.29% | $239.2万 | 12.9万股 | $234.5万 | 12.9万股 | +122股+0.09% | 加仓 |
 加拿大国家铁路CNI |
| 1.02% | 1.03% | $213.7万 | 1.8万股 | $187.6万 | 1.8万股 | -330股-1.81% | 减仓 |
| N新纪元能源NEE |
| 0.92% | 0.7% | $192.9万 | 2.2万股 | $126.0万 | 1.4万股 | +8,409股+61.99% | 加仓 |
 博通AVGO |
| 0.84% | 0.51% | $174.6万 | 4,621股 | $91.7万 | 2,962股 | +1,659股+56.01% | 加仓 |
 摩根大通JPM |
| 0.82% | 0.85% | $171.1万 | 5,228股 | $153.8万 | 5,228股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.79% | 0.87% | $165.2万 | 3,301股 | $158.2万 | 3,301股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.78% | 0.78% | $162.7万 | 7,783股 | $141.3万 | 8,583股 | -800股-9.32% | 减仓 |
 艾伯维ABBV |
| 0.76% | 0.8% | $159.4万 | 6,336股 | $145.4万 | 6,686股 | -350股-5.23% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.73% | 0.7% | $152.8万 | 4,325股 | $126.4万 | 4,405股 | -80股-1.82% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.71% | 0.74% | $147.4万 | 6,231股 | $134.0万 | 6,231股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.71% | 1.15% | $147.4万 | 3,546股 | $207.9万 | 7,685股 | -4,139股-53.86% | 减仓 |
 WASTE CONNECTIONSWCN |
| 0.62% | 0.3% | $130.2万 | 7,811股 | $54.3万 | 3,340股 | +4,471股+133.86% | 加仓 |
| VVANGUARD DIVIDEND GROWTH FUND INVVDIGX |
| 0.61% | 0.65% | $128.0万 | 4.1万股 | $117.9万 | 4.1万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.59% | 0.73% | $122.6万 | 4,360股 | $132.3万 | 5,460股 | -1,100股-20.15% | 减仓 |
| VVANGUARD STAR INVVGSTX |
| 0.46% | 0.49% | $96.2万 | 3.1万股 | $89.2万 | 3.1万股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 0.44% | 0.53% | $92.3万 | 4,142股 | $95.2万 | 4,142股 | 00.00% | 持仓不变 |
 ExelixisEXEL |
| 0.43% | — | $89.8万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| IiShares安硕信托IWV |
| 0.43% | 0.43% | $89.6万 | 2,102股 | $77.9万 | 2,102股 | 00.00% | 持仓不变 |
 CHUBB LIMITEDCB |
| 0.42% | 0.5% | $88.6万 | 2,600股 | $91.3万 | 2,800股 | -200股-7.14% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.35% | 0.32% | $73.6万 | 8,495股 | $58.7万 | 7,466股 | +1,029股+13.78% | 加仓 |
 西屋制动WAB |
| 0.35% | 0.41% | $72.8万 | 2,700股 | $73.7万 | 2,950股 | -250股-8.47% | 减仓 |
