 谷歌AGOOGL |
| 6.93% | 6.73% | $2,176.4万 | 6.1万股 | $1,900.5万 | 6.6万股 | -5,188股-7.85% | 减仓 |
 AMD超威AMD |
| 6.5% | 2.91% | $2,040.7万 | 3.5万股 | $822.7万 | 4.0万股 | -5,310股-13.13% | 减仓 |
 英伟达NVDA |
| 5.93% | 6.41% | $1,862.8万 | 9.3万股 | $1,810.9万 | 10.4万股 | -1.1万股-10.34% | 减仓 |
 苹果AAPL |
| 5.44% | 5.77% | $1,706.8万 | 5.9万股 | $1,629.4万 | 6.4万股 | -5,215股-8.12% | 减仓 |
 ANALOG DEVICES COMADI |
| 4.71% | 4.55% | $1,477.9万 | 3.7万股 | $1,285.1万 | 4.0万股 | -3,183股-7.88% | 减仓 |
 亚马逊AMZN |
| 4.02% | 3.92% | $1,262.1万 | 5.3万股 | $1,106.6万 | 5.3万股 | -183股-0.34% | 减仓 |
 微软MSFT |
| 3.96% | 4.39% | $1,244.1万 | 3.3万股 | $1,239.4万 | 3.3万股 | -132股-0.39% | 减仓 |
 罗克韦尔自动化ROK |
| 3.9% | 3.29% | $1,224.9万 | 2.5万股 | $928.0万 | 2.6万股 | -1,117股-4.32% | 减仓 |
 万事达MA |
| 3.58% | 3.99% | $1,125.6万 | 2.2万股 | $1,126.3万 | 2.3万股 | -626股-2.78% | 减仓 |
 强生JNJ |
| 3.54% | 3.89% | $1,111.2万 | 4.4万股 | $1,097.5万 | 4.5万股 | -1,145股-2.55% | 减仓 |
 应用材料AMAT |
| 3.46% | 1.77% | $1,085.3万 | 1.5万股 | $498.5万 | 1.5万股 | +425股+2.91% | 加仓 |
 TJXTJX |
| 3.26% | 3.86% | $1,022.6万 | 6.7万股 | $1,091.5万 | 6.8万股 | -850股-1.24% | 减仓 |
| SSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSBGSY |
| 2.82% | 2.69% | $885.5万 | 13.6万股 | $759.9万 | 14.0万股 | -3,760股-2.69% | 减仓 |
 ADPADP |
| 2.75% | 2.88% | $862.9万 | 3.9万股 | $813.6万 | 4.0万股 | -1,510股-3.77% | 减仓 |
 家得宝HD |
| 2.63% | 2.8% | $825.9万 | 2.3万股 | $792.0万 | 2.4万股 | -665股-2.76% | 减仓 |
 宝洁PG |
| 2.57% | 2.9% | $806.6万 | 5.5万股 | $819.1万 | 5.7万股 | -1,704股-3.00% | 减仓 |
 礼来LLY |
| 2.39% | 1.73% | $749.9万 | 6,252股 | $488.9万 | 5,315股 | +937股+17.63% | 加仓 |
 雅培ABT |
| 2.38% | 3.04% | $746.8万 | 8.2万股 | $859.8万 | 8.4万股 | -1,442股-1.72% | 减仓 |
 DANAHER DEL COMDHR |
| 2.28% | 2.6% | $716.6万 | 3.8万股 | $735.7万 | 3.9万股 | -1,180股-3.04% | 减仓 |
 加拿大国家铁路CNI |
| 2.24% | 2.27% | $704.3万 | 5.9万股 | $640.8万 | 6.2万股 | -3,295股-5.28% | 减仓 |
 APTARGROUPATR |
| 2.18% | 2.78% | $683.6万 | 5.5万股 | $786.2万 | 6.2万股 | -7,787股-12.48% | 减仓 |
 雷神技术RTX |
| 2.09% | 2.59% | $656.4万 | 3.5万股 | $731.9万 | 3.8万股 | -3,345股-8.82% | 减仓 |
 赛莱默XYL |
| 1.9% | 2.16% | $597.2万 | 5.1万股 | $610.9万 | 5.1万股 | -605股-1.18% | 减仓 |
 福泰制药VRTX |
| 1.86% | 1.84% | $582.8万 | 1.2万股 | $520.2万 | 1.2万股 | +84股+0.72% | 加仓 |
 美国运通AXP |
| 1.84% | 1.56% | $578.9万 | 1.7万股 | $440.1万 | 1.5万股 | +2,565股+17.63% | 加仓 |
 嘉信理财SCHW |
| 1.67% | 1.67% | $524.3万 | 5.7万股 | $471.2万 | 5.0万股 | +6,685股+13.33% | 加仓 |
 优步UBER |
| 1.34% | 1.32% | $420.3万 | 5.8万股 | $371.9万 | 5.2万股 | +6,535股+12.64% | 加仓 |
 艾伯维ABBV |
| 1.23% | 1.18% | $386.1万 | 1.5万股 | $333.7万 | 1.5万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 1.2% | 1.87% | $376.0万 | 2.3万股 | $529.3万 | 2.6万股 | -2,900股-11.34% | 减仓 |
| N新纪元能源NEE |
| 1.11% | 1% | $347.4万 | 4.0万股 | $283.2万 | 3.0万股 | +9,090股+29.81% | 加仓 |
 埃克森美孚XOM |
| 1.08% | 1.49% | $337.8万 | 2.5万股 | $420.0万 | 2.5万股 | -50股-0.20% | 减仓 |
 阿斯麦ASML |
| 0.91% | 0.72% | $286.4万 | 1,460股 | $202.7万 | 1,535股 | -75股-4.89% | 减仓 |
 WASTE CONNECTIONSWCN |
| 0.89% | 0.61% | $280.8万 | 1.7万股 | $173.0万 | 1.1万股 | +6,194股+58.15% | 加仓 |
 博通AVGO |
| 0.69% | 0.53% | $216.6万 | 5,734股 | $148.7万 | 4,805股 | +929股+19.33% | 加仓 |
 CrowdStrikeCRWD |
| 0.48% | 0.26% | $149.6万 | 1,960股 | $74.4万 | 1,905股 | +55股+2.89% | 加仓 |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 0.43% | 0.57% | $135.6万 | 1.3万股 | $162.0万 | 1.6万股 | -3,150股-19.27% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.4% | 0.4% | $124.4万 | 3,953股 | $113.5万 | 3,953股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.31% | 0.66% | $96.4万 | 4,307股 | $187.5万 | 8,295股 | -3,988股-48.08% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.3% | — | $95.2万 | 4,307股 | $0 | 0股 | +4,307股 | 新买入 |
 百事可乐PEP |
| 0.27% | 0.35% | $86.0万 | 6,350股 | $99.2万 | 6,390股 | -40股-0.63% | 减仓 |
| GGQG PARTNERS EMERGING MARKETS EQUITYINSTGQGIX |
| 0.24% | 0.22% | $74.4万 | 4.0万股 | $62.9万 | 3.5万股 | +5,569股+16.11% | 加仓 |
 诺和诺德NVO |
| 0.19% | 0.21% | $58.7万 | 1.2万股 | $59.7万 | 1.6万股 | -4,000股-24.62% | 减仓 |
| FFiservFISV |
| 0.18% | 0.93% | $57.7万 | 1.2万股 | $263.0万 | 4.7万股 | -3.5万股-75.04% | 减仓 |
 艾默生电气EMR |
| 0.18% | 0.19% | $57.3万 | 4,000股 | $52.4万 | 4,000股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.18% | — | $56.8万 | 1,237股 | $0 | 0股 | +1,237股 | 新买入 |
 CARRIER GLOBALCARR |
| 0.16% | 0.6% | $51.2万 | 6,975股 | $169.2万 | 3.0万股 | -2.3万股-76.79% | 减仓 |
 联合太平洋铁路UNP |
| 0.16% | 0.16% | $49.6万 | 1,825股 | $44.3万 | 1,825股 | 00.00% | 持仓不变 |
| NNOVOZYMES A S DKK 2.0 |
| 0.15% | 0.2% | $45.6万 | 7,250股 | $57.5万 | 9,750股 | -2,500股-25.64% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.13% | $44.8万 | 895股 | $36.9万 | 770股 | +125股+16.23% | 加仓 |
 诺华NVS |
| 0.13% | 0.14% | $40.4万 | 2,575股 | $39.3万 | 2,575股 | 00.00% | 持仓不变 |
