 英伟达NVDA |
| 8.28% | 9.28% | $3,085.9万 | 15.4万股 | $3,085.9万 | 17.7万股 | -2.3万股-12.84% | 减仓 |
 泛林集团LRCX |
| 7.01% | 4.6% | $2,611.3万 | 6.0万股 | $1,528.7万 | 7.2万股 | -1.1万股-15.77% | 减仓 |
 苹果AAPL |
| 6.81% | 6.77% | $2,536.3万 | 8.8万股 | $2,251.8万 | 8.9万股 | -1,074股-1.21% | 减仓 |
 应用材料AMAT |
| 5.23% | 3.26% | $1,948.0万 | 2.7万股 | $1,085.1万 | 3.2万股 | -4,806股-15.14% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.19% | 4.81% | $1,934.7万 | 5.5万股 | $1,598.5万 | 5.6万股 | -968股-1.74% | 减仓 |
 微软MSFT |
| 4.8% | 5.31% | $1,788.2万 | 4.8万股 | $1,764.7万 | 4.8万股 | +265股+0.56% | 加仓 |
 摩根大通JPM |
| 4.14% | 4.21% | $1,542.7万 | 4.7万股 | $1,399.0万 | 4.8万股 | -430股-0.90% | 减仓 |
 亚马逊AMZN |
| 3.46% | 3.39% | $1,289.5万 | 5.4万股 | $1,128.1万 | 5.4万股 | -63股-0.12% | 减仓 |
 强生JNJ |
| 3.41% | 3.7% | $1,269.6万 | 5.0万股 | $1,229.5万 | 5.0万股 | -307股-0.61% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 3.23% | 3.37% | $1,202.2万 | 5.2万股 | $1,121.3万 | 5.2万股 | +594股+1.15% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 2.27% | 1.79% | $844.1万 | 9.3万股 | $594.7万 | 9.2万股 | +512股+0.56% | 加仓 |
 思科CSCO |
| 2.24% | 1.68% | $834.7万 | 7.1万股 | $557.9万 | 7.2万股 | -847股-1.18% | 减仓 |
 宝洁PG |
| 2.15% | 2.38% | $799.2万 | 5.5万股 | $792.2万 | 5.5万股 | -344股-0.63% | 减仓 |
| FFASTENAL COMFAST |
| 2.13% | 2.31% | $794.9万 | 16.6万股 | $767.2万 | 16.5万股 | +171股+0.10% | 加仓 |
 EntergyETR |
| 2.12% | 2.34% | $789.2万 | 6.9万股 | $776.3万 | 6.9万股 | -381股-0.55% | 减仓 |
 L3哈里斯LHX |
| 2.11% | 2.82% | $786.1万 | 2.7万股 | $938.6万 | 2.7万股 | -144股-0.53% | 减仓 |
 好市多COST |
| 1.96% | 2.34% | $728.9万 | 7,792股 | $778.5万 | 7,813股 | -21股-0.27% | 减仓 |
 埃克森美孚XOM |
| 1.89% | 2.62% | $705.3万 | 5.2万股 | $869.7万 | 5.1万股 | +323股+0.63% | 加仓 |
| N新纪元能源NEE |
| 1.78% | 2.09% | $662.1万 | 7.5万股 | $696.3万 | 7.5万股 | +467股+0.62% | 加仓 |
 万事达MA |
| 1.73% | 1.87% | $643.2万 | 1.3万股 | $623.0万 | 1.2万股 | +55股+0.44% | 加仓 |
 直觉外科ISRG |
| 1.68% | 2.14% | $626.1万 | 1.6万股 | $711.4万 | 1.5万股 | +311股+2.02% | 加仓 |
 雅培ABT |
| 1.63% | 2.07% | $607.3万 | 6.7万股 | $688.2万 | 6.7万股 | -99股-0.15% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.58% | — | $590.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 REPUBLIC SVCSRSG |
| 1.56% | 1.8% | $582.8万 | 2.7万股 | $597.0万 | 2.7万股 | +96股+0.35% | 加仓 |
 默沙东MRK |
| 1.51% | 1.58% | $562.4万 | 4.4万股 | $525.3万 | 4.4万股 | +99股+0.23% | 加仓 |
 PAYCHEX COMPAYX |
| 1.5% | 1.56% | $560.0万 | 5.7万股 | $518.6万 | 5.6万股 | +650股+1.15% | 加仓 |
 雪佛龙CVX |
| 1.5% | 2.09% | $559.9万 | 3.4万股 | $693.6万 | 3.4万股 | +252股+0.75% | 加仓 |
 联合健康UNH |
| 1.33% | 0.99% | $494.7万 | 1.2万股 | $327.5万 | 1.2万股 | -203股-1.68% | 减仓 |
 波音BA |
| 1.25% | 1.29% | $465.6万 | 2.2万股 | $428.7万 | 2.2万股 | -30股-0.14% | 减仓 |
 LOWES COS COMLOW |
| 1.21% | 1.44% | $450.6万 | 2.0万股 | $479.8万 | 2.0万股 | +133股+0.66% | 加仓 |
 南方电力SO |
| 1.18% | 1.32% | $437.8万 | 4.6万股 | $438.3万 | 4.5万股 | +331股+0.73% | 加仓 |
 财捷INTU |
| 1.15% | 1.1% | $429.4万 | 1.6万股 | $366.9万 | 8,485股 | +7,966股+93.88% | 加仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 1.04% | 1.16% | $386.4万 | 4.8万股 | $385.1万 | 4.8万股 | +44股+0.09% | 加仓 |
 D R HORTONDHI |
| 0.98% | 0.87% | $364.1万 | 2.2万股 | $290.3万 | 2.1万股 | +1,196股+5.65% | 加仓 |
| B博思艾伦BAH |
| 0.97% | 1.4% | $362.6万 | 6.0万股 | $465.4万 | 6.0万股 | +123股+0.21% | 加仓 |
 Elevance健康ELV |
| 0.95% | 0.82% | $354.2万 | 9,158股 | $271.4万 | 9,270股 | -112股-1.21% | 减仓 |
 联合包裹UPSUPS |
| 0.89% | 0.92% | $330.7万 | 3.1万股 | $304.3万 | 3.1万股 | -177股-0.57% | 减仓 |
 威瑞森VZ |
| 0.8% | 1.09% | $298.1万 | 7.0万股 | $361.0万 | 7.2万股 | -1,512股-2.10% | 减仓 |
 WASTE CONNECTIONSWCN |
| 0.74% | — | $275.7万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 阿斯麦ASML |
| 0.71% | 0.53% | $265.2万 | 1,333股 | $176.7万 | 1,338股 | -5股-0.37% | 减仓 |
| T赛默飞世尔TMO |
| 0.39% | 0.37% | $145.7万 | 2,906股 | $121.5万 | 2,472股 | +434股+17.56% | 加仓 |
 标普全球SPGI |
| 0.37% | 0.41% | $136.6万 | 3,355股 | $135.0万 | 3,175股 | +180股+5.67% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.32% | 0.41% | $119.3万 | 2.8万股 | $137.5万 | 2.2万股 | +6,033股+27.52% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.23% | 0.23% | $87.5万 | 1,172股 | $75.1万 | 1,155股 | +17股+1.47% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.23% | 0.24% | $87.3万 | 4,104股 | $78.5万 | 4,089股 | +15股+0.37% | 加仓 |
| S嘉信策略信托SCHD |
| 0.21% | 0.25% | $78.4万 | 2.5万股 | $82.2万 | 2.7万股 | -2,075股-7.74% | 减仓 |
 F5FFIV |
| 0.2% | 0.16% | $74.9万 | 1,800股 | $52.1万 | 1,800股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.19% | 0.22% | $71.9万 | 1,276股 | $73.0万 | 1,275股 | +1股+0.08% | 加仓 |
| IIBMIBM |
| 0.19% | 0.18% | $69.3万 | 2,463股 | $58.6万 | 2,416股 | +47股+1.95% | 加仓 |
 艺康ECL |
| 0.15% | 0.16% | $57.4万 | 2,060股 | $54.6万 | 2,054股 | +6股+0.29% | 加仓 |
