 谷歌AGOOGL |
| 6.88% | 6.65% | $1,592.3万 | 4.5万股 | $1,339.2万 | 4.7万股 | -2,013股-4.32% | 减仓 |
 英伟达NVDA |
| 5.98% | 6.07% | $1,383.2万 | 6.9万股 | $1,221.9万 | 7.0万股 | -932股-1.33% | 减仓 |
 AMD超威AMD |
| 5.27% | 2.2% | $1,220.3万 | 2.1万股 | $442.3万 | 2.2万股 | -735股-3.38% | 减仓 |
 苹果AAPL |
| 5.22% | 5.45% | $1,207.1万 | 4.2万股 | $1,097.4万 | 4.3万股 | -1,524股-3.52% | 减仓 |
 应用材料AMAT |
| 4.49% | 2.42% | $1,039.2万 | 1.4万股 | $486.3万 | 1.4万股 | +145股+1.02% | 加仓 |
 ANALOG DEVICES COMADI |
| 4.17% | 4.02% | $964.2万 | 2.4万股 | $809.4万 | 2.5万股 | -1,166股-4.58% | 减仓 |
 万事达MA |
| 3.64% | 4.02% | $841.9万 | 1.6万股 | $808.8万 | 1.6万股 | +205股+1.27% | 加仓 |
 微软MSFT |
| 3.63% | 3.99% | $839.9万 | 2.3万股 | $802.4万 | 2.2万股 | +839股+3.87% | 加仓 |
 雷神技术RTX |
| 3.42% | 4.12% | $790.8万 | 4.2万股 | $829.8万 | 4.3万股 | -1,335股-3.10% | 减仓 |
 罗克韦尔自动化ROK |
| 3.38% | 2.73% | $782.0万 | 1.6万股 | $549.1万 | 1.5万股 | +496股+3.24% | 加仓 |
 强生JNJ |
| 3.33% | 3.71% | $771.8万 | 3.0万股 | $746.8万 | 3.1万股 | -160股-0.52% | 减仓 |
 亚马逊AMZN |
| 3.32% | 3.21% | $768.6万 | 3.2万股 | $645.9万 | 3.1万股 | +1,235股+3.98% | 加仓 |
 ADPADP |
| 2.75% | 2.87% | $636.3万 | 2.8万股 | $578.3万 | 2.8万股 | -50股-0.18% | 减仓 |
 TJXTJX |
| 2.68% | 3.17% | $620.3万 | 4.1万股 | $637.5万 | 4.0万股 | +1,025股+2.57% | 加仓 |
 宝洁PG |
| 2.54% | 2.87% | $587.6万 | 4.0万股 | $576.8万 | 4.0万股 | +140股+0.35% | 加仓 |
 雅培ABT |
| 2.41% | 3.04% | $557.1万 | 6.1万股 | $612.1万 | 6.0万股 | +1,770股+2.97% | 加仓 |
| SSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSBGSY |
| 2.4% | 2.2% | $554.8万 | 8.5万股 | $442.9万 | 8.1万股 | +3,745股+4.60% | 加仓 |
 礼来LLY |
| 2.38% | 1.86% | $550.5万 | 4,590股 | $373.6万 | 4,062股 | +528股+13.00% | 加仓 |
 APTARGROUPATR |
| 1.97% | 2.32% | $456.8万 | 3.6万股 | $467.0万 | 3.7万股 | -575股-1.55% | 减仓 |
 DANAHER DEL COMDHR |
| 1.96% | 2.24% | $454.4万 | 2.4万股 | $450.0万 | 2.4万股 | +120股+0.51% | 加仓 |
 福泰制药VRTX |
| 1.81% | 1.75% | $418.4万 | 8,423股 | $352.1万 | 7,885股 | +538股+6.82% | 加仓 |
 赛莱默XYL |
| 1.71% | 1.91% | $395.9万 | 3.3万股 | $385.2万 | 3.2万股 | +1,250股+3.88% | 加仓 |
 艾伯维ABBV |
| 1.61% | 1.61% | $373.4万 | 1.5万股 | $324.9万 | 1.5万股 | -100股-0.67% | 减仓 |
 家得宝HD |
| 1.58% | 1.67% | $365.5万 | 1.0万股 | $337.1万 | 1.0万股 | +115股+1.12% | 加仓 |
 美国运通AXP |
| 1.52% | 1.32% | $351.4万 | 1.0万股 | $265.5万 | 8,779股 | +1,610股+18.34% | 加仓 |
 嘉信理财SCHW |
| 1.45% | 1.41% | $336.5万 | 3.6万股 | $283.7万 | 3.0万股 | +6,285股+20.82% | 加仓 |
 加拿大国家铁路CNI |
| 1.42% | 1.43% | $327.8万 | 2.7万股 | $287.4万 | 2.8万股 | -480股-1.72% | 减仓 |
 埃克森美孚XOM |
| 1.39% | 2% | $322.1万 | 2.4万股 | $403.1万 | 2.4万股 | -200股-0.84% | 减仓 |
 摩根大通JPM |
| 1.36% | 1.41% | $315.2万 | 9,628股 | $283.2万 | 9,628股 | 00.00% | 持仓不变 |
 优步UBER |
| 1.32% | 1.3% | $304.6万 | 4.2万股 | $261.2万 | 3.6万股 | +5,895股+16.23% | 加仓 |
 博通AVGO |
| 1.3% | 0.99% | $301.6万 | 7,984股 | $199.8万 | 6,454股 | +1,530股+23.71% | 加仓 |
| N新纪元能源NEE |
| 1.04% | 0.84% | $240.4万 | 2.7万股 | $168.5万 | 1.8万股 | +9,245股+50.96% | 加仓 |
 雪佛龙CVX |
| 0.89% | 1.29% | $206.5万 | 1.2万股 | $259.4万 | 1.3万股 | -81股-0.65% | 减仓 |
 WASTE CONNECTIONSWCN |
| 0.69% | 0.28% | $160.1万 | 9,603股 | $57.0万 | 3,508股 | +6,095股+173.75% | 加仓 |
 AMGEN COMAMGN |
| 0.62% | 0.7% | $144.3万 | 3,986股 | $140.2万 | 3,986股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.58% | 0.72% | $135.4万 | 6,140股 | $145.1万 | 6,140股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.56% | 0.61% | $130.4万 | 1.0万股 | $122.1万 | 1.0万股 | 00.00% | 持仓不变 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.49% | 0.41% | $114.5万 | 1.3万股 | $81.9万 | 1.0万股 | +2,795股+26.84% | 加仓 |
 英特尔INTC |
| 0.47% | 0.18% | $108.9万 | 7,800股 | $36.2万 | 8,200股 | -400股-4.88% | 减仓 |
 特灵科技TT |
| 0.47% | 0.48% | $108.1万 | 2,200股 | $95.9万 | 2,300股 | -100股-4.35% | 减仓 |
 思科CSCO |
| 0.46% | 0.35% | $107.2万 | 9,127股 | $70.8万 | 9,127股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.46% | 0.57% | $106.9万 | 1,143股 | $113.9万 | 1,143股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.46% | 0.53% | $105.5万 | 7,200股 | $105.9万 | 7,200股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.45% | 0.48% | $105.0万 | 7,337股 | $96.1万 | 7,337股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.42% | 0.51% | $97.8万 | 3,106股 | $102.1万 | 3,106股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.31% | 0.32% | $72.6万 | 2,670股 | $64.8万 | 2,670股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.29% | 0.32% | $67.7万 | 2,430股 | $64.6万 | 2,430股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.28% | 0.28% | $64.9万 | 1,585股 | $57.0万 | 1,600股 | -15股-0.94% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.28% | 0.35% | $64.4万 | 5,100股 | $71.1万 | 5,100股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.22% | 0.16% | $50.4万 | 1,690股 | $32.8万 | 1,690股 | 00.00% | 持仓不变 |
