 苹果AAPL |
| 5.77% | 5.77% | $1,302.1万 | 4.5万股 | $1,151.1万 | 4.5万股 | -358股-0.79% | 减仓 |
 泛林集团LRCX |
| 5.19% | 4.77% | $1,171.2万 | 2.7万股 | $952.6万 | 4.5万股 | -1.8万股-39.34% | 减仓 |
 英伟达NVDA |
| 4.58% | 4.59% | $1,033.0万 | 5.2万股 | $915.6万 | 5.2万股 | -869股-1.66% | 减仓 |
 马拉松石油MPC |
| 4.16% | 4.56% | $938.4万 | 3.7万股 | $909.0万 | 3.7万股 | -520股-1.40% | 减仓 |
 PALO ALTOPANW |
| 4.05% | 3.04% | $914.3万 | 2.7万股 | $607.5万 | 3.8万股 | -1.1万股-29.24% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.83% | 3.97% | $865.1万 | 1.2万股 | $792.9万 | 1.2万股 | -603股-4.96% | 减仓 |
 摩根大通JPM |
| 3.83% | 3.95% | $863.8万 | 2.6万股 | $788.8万 | 2.7万股 | -429股-1.60% | 减仓 |
 沃尔玛WMT |
| 3.54% | 4.46% | $799.1万 | 7.1万股 | $889.4万 | 7.1万股 | -872股-1.22% | 减仓 |
 亚马逊AMZN |
| 3.3% | 3.3% | $745.7万 | 3.1万股 | $657.7万 | 3.2万股 | -292股-0.92% | 减仓 |
 谷歌AGOOGL |
| 3.2% | 3.91% | $721.5万 | 2.0万股 | $780.6万 | 2.7万股 | -6,957股-25.63% | 减仓 |
 礼来LLY |
| 3.16% | 2.77% | $713.0万 | 5,944股 | $553.6万 | 6,019股 | -75股-1.25% | 减仓 |
 博通AVGO |
| 3.05% | 2.87% | $688.7万 | 1.8万股 | $572.1万 | 1.8万股 | -251股-1.36% | 减仓 |
 VisaV |
| 3.04% | 3.06% | $685.2万 | 2.0万股 | $611.5万 | 2.0万股 | -260股-1.29% | 减仓 |
 艾伯维ABBV |
| 3.02% | 2.98% | $681.6万 | 2.7万股 | $595.4万 | 2.7万股 | -289股-1.06% | 减仓 |
 AMGEN COMAMGN |
| 3.02% | 3.37% | $681.3万 | 1.9万股 | $672.7万 | 1.9万股 | -306股-1.60% | 减仓 |
 甲骨文ORCL |
| 2.85% | 3.29% | $643.2万 | 4.4万股 | $657.2万 | 4.5万股 | -787股-1.76% | 减仓 |
 好市多COST |
| 2.78% | 3.4% | $628.4万 | 6,717股 | $678.0万 | 6,804股 | -87股-1.28% | 减仓 |
 AMD超威AMD |
| 2.77% | — | $625.6万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 D R HORTONDHI |
| 2.77% | 2.68% | $624.3万 | 3.8万股 | $533.8万 | 3.9万股 | -576股-1.48% | 减仓 |
 Meta平台META |
| 2.73% | 3.24% | $616.5万 | 1.1万股 | $647.2万 | 1.1万股 | -367股-3.24% | 减仓 |
 WASTE MGMT DELWM |
| 2.72% | 3.21% | $612.8万 | 2.7万股 | $641.0万 | 2.8万股 | -400股-1.43% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 2.66% | 2.62% | $601.3万 | 4.5万股 | $523.3万 | 4.6万股 | -625股-1.36% | 减仓 |
 卡特彼勒CAT |
| 2.65% | — | $597.8万 | 5,614股 | $0 | 0股 | +5,614股 | 新买入 |
 MascoMAS |
| 2.64% | 2.25% | $594.8万 | 7.3万股 | $449.1万 | 7.4万股 | -1,299股-1.75% | 减仓 |
 AMERICAN INTL COM NEWAIG |
| 2.56% | 2.97% | $578.7万 | 7.8万股 | $591.9万 | 7.9万股 | -1,010股-1.28% | 减仓 |
 贝莱德·INC COMBLK |
| 2.49% | 2.86% | $561.0万 | 5,834股 | $569.8万 | 5,925股 | -91股-1.54% | 减仓 |
 微软MSFT |
| 2.38% | 2.63% | $538.1万 | 1.4万股 | $525.7万 | 1.4万股 | +223股+1.57% | 加仓 |
 宣伟SHW |
| 2.03% | 2.15% | $457.9万 | 1.3万股 | $428.9万 | 1.3万股 | -80股-0.60% | 减仓 |
 VistraVST |
| 1.83% | 1.99% | $412.8万 | 2.6万股 | $396.5万 | 2.6万股 | -356股-1.35% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.74% | 1.86% | $393.4万 | 1.7万股 | $371.3万 | 1.7万股 | -5股-0.03% | 减仓 |
 AMERICAN TOWER COMAMT |
| 1.65% | 1.98% | $371.7万 | 2.2万股 | $394.2万 | 2.3万股 | -357股-1.56% | 减仓 |
 英特尔INTC |
| 1.12% | 0.4% | $253.1万 | 1.8万股 | $79.4万 | 1.8万股 | +129股+0.72% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.91% | 0.84% | $206.2万 | 5,836股 | $167.4万 | 5,836股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.74% | 0.44% | $166.8万 | 6,530股 | $88.8万 | 6,529股 | +1股+0.02% | 加仓 |
 特斯拉TSLA |
| 0.34% | 0.34% | $77.8万 | 1,849股 | $68.7万 | 1,849股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.29% | 0.32% | $66.1万 | 2,367股 | $64.3万 | 2,411股 | -44股-1.82% | 减仓 |
 思科CSCO |
| 0.29% | 0.22% | $65.8万 | 5,603股 | $43.5万 | 5,603股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.28% | 0.31% | $63.1万 | 6,500股 | $62.6万 | 6,500股 | 00.00% | 持仓不变 |
| SSES AI CL A COMSES |
| 0.03% | 0.03% | $6.0万 | 6.2万股 | $6.0万 | 6.2万股 | 00.00% | 持仓不变 |
