 苹果AAPL |
| 7.14% | 7.11% | $2,594.6万 | 9.0万股 | $2,299.8万 | 9.1万股 | -955股-1.05% | 减仓 |
 谷歌AGOOGL |
| 4.13% | 3.76% | $1,499.5万 | 4.2万股 | $1,215.4万 | 4.2万股 | -308股-0.73% | 减仓 |
 Meta平台META |
| 3.88% | 4.42% | $1,409.6万 | 2.5万股 | $1,431.7万 | 2.5万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 3.75% | 3.52% | $1,361.3万 | 3.9万股 | $1,139.6万 | 4.0万股 | -1,200股-3.02% | 减仓 |
 微软MSFT |
| 2.86% | 3.2% | $1,040.6万 | 2.8万股 | $1,034.5万 | 2.8万股 | -50股-0.18% | 减仓 |
| Q高通QCOM |
| 2.84% | 2.23% | $1,031.9万 | 5.6万股 | $720.4万 | 5.6万股 | -97股-0.17% | 减仓 |
 福泰制药VRTX |
| 2.72% | 2.75% | $990.0万 | 2.0万股 | $891.1万 | 2.0万股 | -25股-0.13% | 减仓 |
 NetAppNTAP |
| 2.34% | 1.74% | $851.7万 | 5.5万股 | $563.5万 | 5.5万股 | +3股+0.01% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 2.13% | 2.64% | $774.7万 | 6.1万股 | $854.9万 | 6.1万股 | -19股-0.03% | 减仓 |
 思科CSCO |
| 2.12% | 1.58% | $770.0万 | 6.6万股 | $510.8万 | 6.6万股 | -271股-0.41% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 2.08% | 2.08% | $755.8万 | 4.0万股 | $671.8万 | 4.0万股 | -327股-0.81% | 减仓 |
 因赛特INCY |
| 2.03% | 1.89% | $738.3万 | 6.5万股 | $613.3万 | 6.5万股 | -25股-0.04% | 减仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 1.99% | 2% | $721.6万 | 21.3万股 | $647.5万 | 21.5万股 | -2,000股-0.93% | 减仓 |
 联合健康UNH |
| 1.73% | 1.27% | $630.1万 | 1.5万股 | $410.2万 | 1.5万股 | +1股+0.01% | 加仓 |
 ExpediaEXPE |
| 1.66% | 1.66% | $604.7万 | 3.7万股 | $535.7万 | 3.7万股 | -297股-0.79% | 减仓 |
 再生元REGN |
| 1.63% | 2.27% | $591.8万 | 9,491股 | $733.3万 | 9,491股 | 00.00% | 持仓不变 |
 PRICE T ROWE COMTROW |
| 1.51% | 1.34% | $548.6万 | 4.8万股 | $435.2万 | 4.8万股 | -20股-0.04% | 减仓 |
 沃尔玛WMT |
| 1.43% | 1.77% | $519.8万 | 4.6万股 | $573.0万 | 4.6万股 | -209股-0.45% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.43% | 1.54% | $519.3万 | 1.0万股 | $497.3万 | 1.0万股 | 00.00% | 持仓不变 |
 阿斯利康AZN |
| 1.42% | 1.66% | $516.0万 | 2.7万股 | $538.2万 | 2.7万股 | -75股-0.27% | 减仓 |
| IIBMIBM |
| 1.37% | 1.33% | $498.7万 | 1.8万股 | $429.8万 | 1.8万股 | +2股+0.01% | 加仓 |
 AMGEN COMAMGN |
| 1.29% | 1.4% | $468.4万 | 1.3万股 | $453.3万 | 1.3万股 | +51股+0.40% | 加仓 |
 EURONET WORLDWIDEEEFT |
| 1.24% | 1.26% | $451.1万 | 6.2万股 | $407.8万 | 6.1万股 | +200股+0.33% | 加仓 |
| GGENMAB A/S SPONSORED ADSGMAB |
| 1.22% | 1.33% | $442.0万 | 16.1万股 | $431.7万 | 16.1万股 | 00.00% | 持仓不变 |
 CINTAS COMCTAS |
| 1.17% | 1.3% | $424.1万 | 2.5万股 | $421.7万 | 2.5万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 1.11% | 0.4% | $404.1万 | 2.9万股 | $128.0万 | 2.9万股 | -60股-0.21% | 减仓 |
 英伟达NVDA |
| 1.11% | 1.18% | $402.4万 | 2.0万股 | $380.4万 | 2.2万股 | -1,700股-7.79% | 减仓 |
 艾伯维ABBV |
| 1.06% | 1.04% | $386.9万 | 1.5万股 | $337.1万 | 1.5万股 | -122股-0.79% | 减仓 |
 强生JNJ |
| 0.97% | 1.07% | $354.4万 | 1.4万股 | $345.3万 | 1.4万股 | -174股-1.23% | 减仓 |
 ZOETIS CL AZTS |
| 0.97% | — | $353.5万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.93% | 1.02% | $338.0万 | 1.7万股 | $328.7万 | 1.8万股 | -730股-4.09% | 减仓 |
 Nice Ltd ADRNICE |
| 0.9% | 1.27% | $328.7万 | 3.6万股 | $410.2万 | 3.7万股 | -1,020股-2.74% | 减仓 |
 默沙东MRK |
| 0.9% | 0.94% | $327.4万 | 2.5万股 | $304.6万 | 2.5万股 | +151股+0.60% | 加仓 |
 PROTO LABSPRLB |
| 0.87% | 0.68% | $315.7万 | 3.9万股 | $220.8万 | 3.9万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 0.87% | 1.15% | $314.7万 | 1.5万股 | $371.8万 | 1.5万股 | +55股+0.36% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.86% | 0.85% | $311.1万 | 7,832股 | $276.5万 | 8,692股 | -860股-9.89% | 减仓 |
 GSK SPONSORED ADRGSK |
| 0.85% | 1.01% | $310.4万 | 5.9万股 | $327.5万 | 5.9万股 | -120股-0.20% | 减仓 |
 印孚瑟斯INFY |
| 0.85% | 1.23% | $308.3万 | 29.4万股 | $396.9万 | 29.4万股 | +62股+0.02% | 加仓 |
 百时美施贵宝BMY |
| 0.83% | 0.98% | $302.6万 | 5.3万股 | $318.5万 | 5.3万股 | 00.00% | 持仓不变 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.83% | 1.02% | $302.6万 | 2.3万股 | $328.9万 | 2.3万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.81% | 0.45% | $296.0万 | 9,810股 | $144.4万 | 981股 | +8,829股+900.00% | 加仓 |
| V先锋领航指数基金VTV |
| 0.81% | 0.82% | $293.8万 | 1.3万股 | $264.6万 | 1.3万股 | -4股-0.03% | 减仓 |
 史赛克SYK |
| 0.78% | 0.92% | $284.4万 | 9,033股 | $296.8万 | 9,032股 | +1股+0.01% | 加仓 |
 URBAN OUTFITTERSURBN |
| 0.77% | 0.8% | $278.8万 | 3.9万股 | $258.7万 | 4.1万股 | -1,500股-3.67% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.75% | 0.76% | $271.8万 | 1.1万股 | $246.9万 | 1.1万股 | +3股+0.03% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.73% | 0.8% | $265.9万 | 1.7万股 | $258.9万 | 1.7万股 | -660股-3.77% | 减仓 |
| CCIGNALIBD |
| 0.7% | 0.76% | $254.8万 | 9,244股 | $247.4万 | 9,274股 | -30股-0.32% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.7% | 0.71% | $254.7万 | 3,819股 | $231.2万 | 3,822股 | -3股-0.08% | 减仓 |
 LOWES COS COMLOW |
| 0.69% | 0.83% | $249.3万 | 1.1万股 | $267.1万 | 1.1万股 | +1股+0.01% | 加仓 |
 富兰克林资源BEN |
| 0.68% | 0.55% | $247.8万 | 7.4万股 | $178.9万 | 7.6万股 | -1,235股-1.63% | 减仓 |
