 AMD超威AMD |
| 7.43% | 3.07% | $1,725.0万 | 3.0万股 | $558.6万 | 2.7万股 | +2,235股+8.14% | 加仓 |
 谷歌AGOOGL |
| 6.73% | 6.62% | $1,562.9万 | 4.4万股 | $1,203.0万 | 4.2万股 | +1,897股+4.53% | 加仓 |
 英伟达NVDA |
| 5.87% | 5.36% | $1,362.9万 | 6.8万股 | $974.9万 | 5.6万股 | +1.2万股+21.85% | 加仓 |
 苹果AAPL |
| 5.4% | 5.46% | $1,254.8万 | 4.3万股 | $991.9万 | 3.9万股 | +4,281股+10.95% | 加仓 |
 ANALOG DEVICES COMADI |
| 4.43% | 4.74% | $1,028.4万 | 2.6万股 | $862.4万 | 2.7万股 | -1,216股-4.49% | 减仓 |
 应用材料AMAT |
| 3.88% | 2.29% | $901.8万 | 1.2万股 | $417.1万 | 1.2万股 | +269股+2.20% | 加仓 |
 亚马逊AMZN |
| 3.69% | 3.84% | $857.4万 | 3.6万股 | $698.4万 | 3.4万股 | +2,441股+7.28% | 加仓 |
 万事达MA |
| 3.61% | 4.04% | $837.2万 | 1.6万股 | $733.9万 | 1.5万股 | +1,613股+10.98% | 加仓 |
 微软MSFT |
| 3.51% | 3.91% | $814.5万 | 2.2万股 | $710.6万 | 1.9万股 | +2,640股+13.75% | 加仓 |
 罗克韦尔自动化ROK |
| 3.45% | 2.9% | $801.1万 | 1.6万股 | $526.5万 | 1.5万股 | +1,511股+10.30% | 加仓 |
 TJXTJX |
| 3.22% | 4.05% | $747.2万 | 4.9万股 | $737.0万 | 4.6万股 | +3,170股+6.87% | 加仓 |
 强生JNJ |
| 3.14% | 3.51% | $728.5万 | 2.9万股 | $638.6万 | 2.6万股 | +2,563股+9.81% | 加仓 |
 雷神技术RTX |
| 2.81% | 3.26% | $653.4万 | 3.4万股 | $593.2万 | 3.1万股 | +3,687股+11.99% | 加仓 |
| SSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSBGSY |
| 2.71% | 2.63% | $629.2万 | 9.7万股 | $477.6万 | 8.8万股 | +8,800股+10.03% | 加仓 |
 礼来LLY |
| 2.54% | 2.04% | $590.2万 | 4,921股 | $370.8万 | 4,031股 | +890股+22.08% | 加仓 |
 宝洁PG |
| 2.53% | 2.94% | $588.7万 | 4.0万股 | $535.3万 | 3.7万股 | +3,080股+8.31% | 加仓 |
 ADPADP |
| 2.5% | 2.62% | $580.2万 | 2.6万股 | $475.9万 | 2.3万股 | +2,482股+10.60% | 加仓 |
 家得宝HD |
| 2.38% | 2.56% | $551.9万 | 1.6万股 | $465.3万 | 1.4万股 | +1,501股+10.61% | 加仓 |
 DANAHER DEL COMDHR |
| 2.31% | 2.78% | $537.2万 | 2.8万股 | $504.7万 | 2.7万股 | +1,586股+5.96% | 加仓 |
 雅培ABT |
| 2.28% | 3.05% | $530.2万 | 5.8万股 | $555.0万 | 5.4万股 | +4,378股+8.10% | 加仓 |
 APTARGROUPATR |
| 2.12% | 2.62% | $492.4万 | 3.9万股 | $475.9万 | 3.8万股 | +1,563股+4.14% | 加仓 |
 福泰制药VRTX |
| 1.99% | 2% | $461.2万 | 9,285股 | $363.5万 | 8,141股 | +1,144股+14.05% | 加仓 |
 赛莱默XYL |
| 1.95% | 2.3% | $453.2万 | 3.8万股 | $418.9万 | 3.5万股 | +3,282股+9.36% | 加仓 |
 美国运通AXP |
| 1.94% | 1.79% | $449.8万 | 1.3万股 | $324.6万 | 1.1万股 | +2,568股+23.93% | 加仓 |
 加拿大国家铁路CNI |
| 1.78% | 1.75% | $413.7万 | 3.5万股 | $318.2万 | 3.1万股 | +3,735股+12.06% | 加仓 |
 雪佛龙CVX |
| 1.68% | 2.3% | $389.9万 | 2.4万股 | $417.4万 | 2.0万股 | +3,352股+16.62% | 加仓 |
 嘉信理财SCHW |
| 1.68% | 1.7% | $389.5万 | 4.2万股 | $308.6万 | 3.3万股 | +9,375股+28.55% | 加仓 |
| N新纪元能源NEE |
| 1.51% | 1.58% | $349.9万 | 4.0万股 | $287.0万 | 3.1万股 | +8,971股+29.04% | 加仓 |
 优步UBER |
| 1.4% | 1.53% | $325.7万 | 4.5万股 | $277.5万 | 3.9万股 | +6,552股+16.98% | 加仓 |
 阿斯麦ASML |
| 0.92% | 0.66% | $212.6万 | 1,084股 | $119.9万 | 908股 | +176股+19.38% | 加仓 |
 博通AVGO |
| 0.91% | 0.52% | $211.4万 | 5,597股 | $95.1万 | 3,073股 | +2,524股+82.13% | 加仓 |
 WASTE CONNECTIONSWCN |
| 0.89% | 0.53% | $207.7万 | 1.2万股 | $97.0万 | 5,974股 | +6,487股+108.59% | 加仓 |
 CrowdStrikeCRWD |
| 0.72% | 0.36% | $168.2万 | 2,204股 | $65.9万 | 1,688股 | +516股+30.57% | 加仓 |
 艾伯维ABBV |
| 0.5% | 0.55% | $115.5万 | 4,590股 | $99.8万 | 4,590股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.44% | 0.7% | $103.2万 | 7,550股 | $128.1万 | 7,550股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.42% | 0.41% | $97.6万 | 5,533股 | $75.1万 | 5,943股 | -410股-6.90% | 减仓 |
 VisaV |
| 0.38% | 0.17% | $87.5万 | 2,550股 | $31.3万 | 1,035股 | +1,515股+146.38% | 加仓 |
| GGQG PARTNERS EMERGING MARKETS EQUITYINSTGQGIX |
| 0.36% | 0.4% | $83.8万 | 4.5万股 | $73.0万 | 4.0万股 | +5,100股+12.70% | 加仓 |
| AAMG RIVER ROAD SMALL-MID CAP VARIMX |
| 0.36% | 0.37% | $83.2万 | 7.9万股 | $66.8万 | 6.8万股 | +1.1万股+15.41% | 加仓 |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 0.36% | 0.29% | $82.5万 | 8,030股 | $53.3万 | 5,380股 | +2,650股+49.26% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | 0.32% | $64.6万 | 1,290股 | $57.7万 | 1,205股 | +85股+7.05% | 加仓 |
 默沙东MRK |
| 0.27% | 0.32% | $61.7万 | 4,800股 | $57.7万 | 4,800股 | 00.00% | 持仓不变 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.26% | 0.28% | $59.7万 | 6,891股 | $50.1万 | 6,365股 | +526股+8.26% | 加仓 |
 好市多COST |
| 0.26% | 0.35% | $59.7万 | 638股 | $63.6万 | 638股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.23% | 0.56% | $53.0万 | 2,369股 | $102.7万 | 4,544股 | -2,175股-47.87% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.23% | — | $52.4万 | 2,369股 | $0 | 0股 | +2,369股 | 新买入 |
 联合太平洋铁路UNP |
| 0.18% | 0.2% | $40.8万 | 1,500股 | $36.4万 | 1,500股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.16% | — | $37.4万 | 500股 | $0 | 0股 | +500股 | 新买入 |
| NNOVOZYMES A S DKK 2.0 |
| 0.16% | 0.11% | $37.1万 | 5,900股 | $20.1万 | 3,400股 | +2,500股+73.53% | 加仓 |
 迪尔DE |
| 0.14% | 0.16% | $33.3万 | 525股 | $29.6万 | 525股 | 00.00% | 持仓不变 |
