 礼来LLY |
| 10.79% | 10.39% | $2,259.6万 | 1.9万股 | $1,775.3万 | 1.9万股 | -463股-2.40% | 减仓 |
 苹果AAPL |
| 9% | 9.76% | $1,884.2万 | 6.5万股 | $1,667.5万 | 6.6万股 | -588股-0.89% | 减仓 |
 台积电TSM |
| 3.99% | 3.42% | $836.5万 | 1.8万股 | $584.4万 | 1.7万股 | +223股+1.29% | 加仓 |
 AMD超威AMD |
| 3.82% | 1.67% | $799.1万 | 1.4万股 | $285.0万 | 1.4万股 | -254股-1.81% | 减仓 |
 天弘CLS |
| 3.64% | 3.48% | $761.5万 | 2.1万股 | $595.2万 | 2.1万股 | -262股-1.24% | 减仓 |
 博通AVGO |
| 3.53% | 3.63% | $739.2万 | 2.0万股 | $620.6万 | 2.0万股 | -483股-2.41% | 减仓 |
 英伟达NVDA |
| 3.12% | 3.4% | $654.2万 | 3.3万股 | $581.7万 | 3.3万股 | -658股-1.97% | 减仓 |
 微软MSFT |
| 3.09% | 3.73% | $646.8万 | 1.7万股 | $637.2万 | 1.7万股 | +124股+0.72% | 加仓 |
 卡特彼勒CAT |
| 3.03% | 2.48% | $635.3万 | 5,966股 | $424.2万 | 5,987股 | -21股-0.35% | 减仓 |
 Bloom EnergyBE |
| 2.49% | 1.35% | $521.7万 | 1.7万股 | $230.7万 | 1.7万股 | +210股+1.23% | 加仓 |
 PALO ALTOPANW |
| 2.35% | 1.35% | $491.5万 | 1.4万股 | $231.5万 | 1.4万股 | -26股-0.18% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.01% | 2.04% | $420.8万 | 1.2万股 | $349.3万 | 1.2万股 | -268股-2.20% | 减仓 |
 科磊KLAC |
| 1.7% | 1.02% | $356.0万 | 1.2万股 | $173.7万 | 1,180股 | +1.1万股+900.00% | 加仓 |
| R力拓BBP |
| 1.63% | 1.87% | $340.9万 | 3.6万股 | $319.6万 | 3.4万股 | +1,656股+4.83% | 加仓 |
 思科CSCO |
| 1.53% | 1.23% | $319.7万 | 2.7万股 | $209.8万 | 2.7万股 | +174股+0.64% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.48% | 1.27% | $309.1万 | 7,165股 | $217.1万 | 1.3万股 | -6,062股-45.83% | 减仓 |
 摩根士丹利MS |
| 1.43% | 1.4% | $298.4万 | 1.4万股 | $239.9万 | 1.5万股 | -300股-2.06% | 减仓 |
 摩根大通JPM |
| 1.34% | 1.47% | $279.6万 | 8,541股 | $252.0万 | 8,565股 | -24股-0.28% | 减仓 |
 TJXTJX |
| 1.2% | 1.54% | $250.3万 | 1.7万股 | $263.8万 | 1.7万股 | +4股+0.02% | 加仓 |
| IIBMIBM |
| 1.17% | 1.24% | $245.9万 | 8,743股 | $212.4万 | 8,761股 | -18股-0.21% | 减仓 |
 雷神技术RTX |
| 1.15% | 1.44% | $240.2万 | 1.3万股 | $246.4万 | 1.3万股 | -116股-0.91% | 减仓 |
 Citizens金融CFG |
| 1.14% | 1.2% | $238.1万 | 3.4万股 | $204.3万 | 3.4万股 | -79股-0.23% | 减仓 |
 伊顿ETN |
| 1.06% | 1.09% | $221.6万 | 5,200股 | $186.5万 | 5,213股 | -13股-0.25% | 减仓 |
 迪尔DE |
| 1.05% | 1.14% | $219.1万 | 3,454股 | $194.7万 | 3,456股 | -2股-0.06% | 减仓 |
 联合包裹UPSUPS |
| 0.99% | 0.14% | $206.7万 | 1.9万股 | $24.6万 | 2,500股 | +1.7万股+669.00% | 加仓 |
 特灵科技TT |
| 0.98% | 1.02% | $206.1万 | 4,196股 | $174.9万 | 4,198股 | -2股-0.05% | 减仓 |
 第一资本COF |
| 0.98% | 1.1% | $205.8万 | 1.0万股 | $187.4万 | 1.0万股 | -15股-0.15% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.91% | 0.83% | $190.9万 | 1.5万股 | $142.5万 | 1.4万股 | +1,162股+8.33% | 加仓 |
 METLIFE COMMET |
| 0.9% | — | $189.2万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 ONEOKOKE |
| 0.9% | 1.14% | $188.9万 | 2.2万股 | $195.7万 | 2.2万股 | +80股+0.37% | 加仓 |
 埃克森美孚XOM |
| 0.89% | 1.35% | $186.0万 | 1.4万股 | $230.9万 | 1.4万股 | -7股-0.05% | 减仓 |
 Vulcan材料VMC |
| 0.87% | 0.99% | $182.4万 | 6,184股 | $168.5万 | 6,187股 | -3股-0.05% | 减仓 |
| Q高通QCOM |
| 0.87% | 0.75% | $181.6万 | 9,827股 | $127.5万 | 9,898股 | -71股-0.72% | 减仓 |
 家得宝HD |
| 0.86% | 0.98% | $180.5万 | 5,119股 | $168.3万 | 5,118股 | +1股+0.02% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.85% | 1.09% | $178.9万 | 4,308股 | $187.0万 | 4,308股 | 00.00% | 持仓不变 |
 VisaV |
| 0.84% | 0.9% | $175.7万 | 5,120股 | $154.3万 | 5,105股 | +15股+0.29% | 加仓 |
 WEBSTER FINLWBS |
| 0.8% | 0.9% | $167.3万 | 2.2万股 | $153.4万 | 2.2万股 | -206股-0.93% | 减仓 |
| BBEST BUYBBY |
| 0.8% | 0.84% | $166.5万 | 2.2万股 | $143.1万 | 2.2万股 | -337股-1.51% | 减仓 |
 万事达MA |
| 0.74% | 0.88% | $155.6万 | 3,029股 | $150.7万 | 3,016股 | +13股+0.43% | 加仓 |
 亚马逊AMZN |
| 0.74% | 0.79% | $155.4万 | 6,519股 | $135.9万 | 6,523股 | -4股-0.06% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.74% | 0.73% | $155.1万 | 4,431股 | $124.9万 | 4,425股 | +6股+0.14% | 加仓 |
 雪佛龙CVX |
| 0.69% | 1.06% | $144.8万 | 8,734股 | $180.7万 | 8,732股 | +2股+0.02% | 加仓 |
 杜克能源DUK |
| 0.69% | 0.87% | $143.7万 | 1.1万股 | $148.5万 | 1.1万股 | +4股+0.04% | 加仓 |
 恩智浦NXPI |
| 0.68% | 0.58% | $141.6万 | 5,040股 | $99.3万 | 5,042股 | -2股-0.04% | 减仓 |
 波音BA |
| 0.67% | 0.76% | $140.9万 | 6,507股 | $129.9万 | 6,529股 | -22股-0.34% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.62% | 0.8% | $130.1万 | 4.1万股 | $136.4万 | 4.1万股 | +17股+0.04% | 加仓 |
 REALTY INCOME COMO |
| 0.61% | 0.73% | $127.0万 | 2.1万股 | $125.3万 | 2.0万股 | +32股+0.16% | 加仓 |
| LLincoln National Corp Common IndLNC |
| 0.6% | 0.74% | $125.9万 | 3.6万股 | $126.9万 | 3.6万股 | -128股-0.36% | 减仓 |
 联合健康UNH |
| 0.6% | 0.47% | $124.9万 | 3,004股 | $81.2万 | 3,000股 | +4股+0.13% | 加仓 |
 AMGEN COMAMGN |
| 0.59% | 0.7% | $123.5万 | 3,411股 | $118.9万 | 3,379股 | +32股+0.95% | 加仓 |
