 苹果AAPL |
| 14.77% | 14.33% | $5,919.5万 | 20.5万股 | $5,232.2万 | 20.6万股 | -1,591股-0.77% | 减仓 |
 谷歌AGOOGL |
| 6.82% | 6.04% | $2,734.1万 | 7.7万股 | $2,207.4万 | 7.7万股 | -255股-0.33% | 减仓 |
 亚马逊AMZN |
| 6.03% | 5.63% | $2,415.6万 | 10.1万股 | $2,055.6万 | 9.9万股 | +2,651股+2.69% | 加仓 |
 英伟达NVDA |
| 5.23% | 6.51% | $2,094.4万 | 10.5万股 | $2,376.1万 | 13.6万股 | -3.2万股-23.17% | 减仓 |
 卡特彼勒CAT |
| 5.06% | 3.72% | $2,027.5万 | 1.9万股 | $1,357.3万 | 1.9万股 | -120股-0.63% | 减仓 |
 沃尔玛WMT |
| 4.45% | 5.37% | $1,783.2万 | 15.7万股 | $1,960.6万 | 15.8万股 | -311股-0.20% | 减仓 |
 微软MSFT |
| 3.97% | 4.29% | $1,589.1万 | 4.3万股 | $1,568.3万 | 4.2万股 | +236股+0.56% | 加仓 |
 万事达MA |
| 2.31% | 2.47% | $926.4万 | 1.8万股 | $902.3万 | 1.8万股 | -20股-0.11% | 减仓 |
 康明斯CMI |
| 2.19% | 1.82% | $876.3万 | 1.2万股 | $663.8万 | 1.2万股 | -50股-0.41% | 减仓 |
 Meta平台META |
| 1.86% | 2.08% | $744.2万 | 1.3万股 | $758.1万 | 1.3万股 | -40股-0.30% | 减仓 |
 好市多COST |
| 1.62% | 1.91% | $649.5万 | 6,943股 | $698.8万 | 7,013股 | -70股-1.00% | 减仓 |
 雪佛龙CVX |
| 1.59% | 2.22% | $637.2万 | 3.8万股 | $812.0万 | 3.9万股 | -802股-2.04% | 减仓 |
 礼来LLY |
| 1.55% | 1.25% | $622.7万 | 5,192股 | $457.1万 | 4,970股 | +222股+4.47% | 加仓 |
 AMGEN COMAMGN |
| 1.53% | 1.64% | $613.5万 | 1.7万股 | $598.8万 | 1.7万股 | -75股-0.44% | 减仓 |
 强生JNJ |
| 1.51% | 1.6% | $605.5万 | 2.4万股 | $584.6万 | 2.4万股 | -75股-0.31% | 减仓 |
 博通AVGO |
| 1.45% | 1.32% | $583.1万 | 1.5万股 | $482.4万 | 1.6万股 | -150股-0.96% | 减仓 |
 VisaV |
| 1.43% | 1.37% | $571.7万 | 1.7万股 | $501.4万 | 1.7万股 | +75股+0.45% | 加仓 |
 派克汉尼汾PH |
| 1.42% | 1.43% | $568.3万 | 5,810股 | $522.4万 | 5,835股 | -25股-0.43% | 减仓 |
 麦当劳MCD |
| 1.38% | 1.74% | $553.5万 | 2.0万股 | $634.9万 | 2.0万股 | +48股+0.23% | 加仓 |
 ADPADP |
| 1.31% | 1.3% | $524.5万 | 2.3万股 | $474.4万 | 2.3万股 | +71股+0.30% | 加仓 |
 杜克能源DUK |
| 1.29% | 1.46% | $518.0万 | 4.1万股 | $533.4万 | 4.1万股 | +185股+0.45% | 加仓 |
 LOWES COS COMLOW |
| 1.23% | 1.46% | $494.6万 | 2.2万股 | $534.0万 | 2.3万股 | -165股-0.73% | 减仓 |
 可口可乐KO |
| 1.23% | 1.26% | $491.7万 | 6.1万股 | $461.2万 | 6.1万股 | -146股-0.24% | 减仓 |
 AMD超威AMD |
| 1.14% | 0.44% | $455.1万 | 7,834股 | $159.4万 | 7,834股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.12% | 1.18% | $448.8万 | 8,970股 | $431.0万 | 8,995股 | -25股-0.28% | 减仓 |
 家得宝HD |
| 1.11% | 1.14% | $446.4万 | 1.3万股 | $416.2万 | 1.3万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 1.01% | 1.09% | $404.0万 | 2.8万股 | $397.2万 | 2.7万股 | +51股+0.19% | 加仓 |
 洛克希德马丁LMT |
| 0.95% | 1.23% | $381.0万 | 7,478股 | $448.9万 | 7,428股 | +50股+0.67% | 加仓 |
 思科CSCO |
| 0.95% | 0.69% | $378.8万 | 3.2万股 | $250.2万 | 3.2万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.88% | 0.97% | $350.9万 | 2.4万股 | $353.0万 | 2.4万股 | -50股-0.21% | 减仓 |
 迪尔DE |
| 0.81% | 0.79% | $324.4万 | 5,114股 | $289.5万 | 5,139股 | -25股-0.49% | 减仓 |
| Q高通QCOM |
| 0.79% | 0.61% | $318.5万 | 1.7万股 | $223.3万 | 1.7万股 | -100股-0.58% | 减仓 |
 GE VernovaGEV |
| 0.79% | 0.64% | $314.6万 | 2,678股 | $233.8万 | 2,678股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.76% | 0.72% | $303.2万 | 1.2万股 | $262.6万 | 1.2万股 | -25股-0.21% | 减仓 |
 百事可乐PEP |
| 0.73% | 0.91% | $292.0万 | 2.2万股 | $332.1万 | 2.1万股 | +185股+0.87% | 加仓 |
 泛林集团LRCX |
| 0.73% | 0.39% | $291.6万 | 6,730股 | $143.8万 | 6,730股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.71% | 0.67% | $285.7万 | 1.0万股 | $246.3万 | 1.0万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.61% | $274.2万 | 7,760股 | $222.6万 | 7,760股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.68% | 0.75% | $270.6万 | 1.4万股 | $275.6万 | 1.4万股 | -25股-0.17% | 减仓 |
 摩根大通JPM |
| 0.67% | 0.66% | $269.5万 | 8,232股 | $242.2万 | 8,232股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.59% | 0.59% | $237.4万 | 1.5万股 | $214.8万 | 1.5万股 | -125股-0.85% | 减仓 |
 伊顿ETN |
| 0.54% | 0.5% | $217.6万 | 5,106股 | $183.5万 | 5,131股 | -25股-0.49% | 减仓 |
 EquinixEQIX |
| 0.51% | 0.53% | $205.5万 | 1,971股 | $193.2万 | 1,971股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.51% | 0.27% | $203.2万 | 2,810股 | $97.3万 | 2,846股 | -36股-1.26% | 减仓 |
 德州仪器TXN |
| 0.49% | 0.35% | $196.7万 | 6,599股 | $128.1万 | 6,599股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.48% | 0.6% | $192.4万 | 6,144股 | $218.8万 | 6,144股 | 00.00% | 持仓不变 |
 诺华NVS |
| 0.48% | 0.51% | $191.7万 | 1.2万股 | $187.6万 | 1.2万股 | -50股-0.41% | 减仓 |
 HERSHEY COMHSY |
| 0.45% | 0.58% | $179.9万 | 1.0万股 | $210.1万 | 1.0万股 | +146股+1.44% | 加仓 |
 ILLINOIS TOOLITW |
| 0.44% | 0.46% | $174.5万 | 6,452股 | $167.9万 | 6,452股 | 00.00% | 持仓不变 |
 Truist金融TFC |
| 0.42% | 0.43% | $169.7万 | 3.4万股 | $157.1万 | 3.4万股 | -100股-0.29% | 减仓 |
