 AMD超威AMD |
| 7.8% | 3.23% | $4,831.3万 | 8.3万股 | $1,710.1万 | 8.4万股 | -893股-1.06% | 减仓 |
 苹果AAPL |
| 7.65% | 8.32% | $4,742.1万 | 16.4万股 | $4,413.0万 | 17.4万股 | -1.0万股-5.75% | 减仓 |
 谷歌AGOOGL |
| 6.3% | 5.93% | $3,901.8万 | 10.9万股 | $3,142.5万 | 10.9万股 | -100股-0.09% | 减仓 |
 安费诺APH |
| 5.15% | 4.31% | $3,188.5万 | 18.1万股 | $2,284.9万 | 18.1万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 4.93% | 4.61% | $3,052.8万 | 7.7万股 | $2,445.4万 | 7.7万股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 4.16% | 3.52% | $2,574.9万 | 5.2万股 | $1,866.5万 | 5.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.83% | 3.91% | $2,371.9万 | 10.0万股 | $2,072.7万 | 10.0万股 | 00.00% | 持仓不变 |
 万事达MA |
| 3.66% | 4.16% | $2,268.8万 | 4.4万股 | $2,207.2万 | 4.4万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 3.38% | 3.49% | $2,092.0万 | 5.0万股 | $1,849.0万 | 5.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 3.22% | 3.74% | $1,998.5万 | 5.4万股 | $1,983.2万 | 5.4万股 | 00.00% | 持仓不变 |
 CloudflareNET |
| 3.09% | 3.03% | $1,912.2万 | 7.8万股 | $1,608.6万 | 7.8万股 | 00.00% | 持仓不变 |
 CARRIER GLOBALCARR |
| 3% | 2.69% | $1,856.1万 | 25.3万股 | $1,424.9万 | 25.3万股 | 00.00% | 持仓不变 |
 HSBC SPON ADR NEWHSBC |
| 2.72% | 2.68% | $1,687.9万 | 16.6万股 | $1,420.3万 | 16.6万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 2.72% | 3.06% | $1,685.6万 | 6.6万股 | $1,622.3万 | 6.6万股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 2.57% | 3.1% | $1,594.4万 | 7.2万股 | $1,643.8万 | 7.2万股 | 00.00% | 持仓不变 |
 T-MOBILE US COMTMUS |
| 1.97% | 2.89% | $1,223.5万 | 7.3万股 | $1,532.1万 | 7.3万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 1.93% | 1.07% | $1,195.1万 | 1.7万股 | $565.0万 | 1.7万股 | 00.00% | 持仓不变 |
 赛莱默XYL |
| 1.91% | 2.23% | $1,183.0万 | 10.0万股 | $1,181.9万 | 9.9万股 | +1,175股+1.19% | 加仓 |
 沃尔玛WMT |
| 1.88% | 2.41% | $1,162.9万 | 10.3万股 | $1,276.0万 | 10.3万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 1.78% | 2.08% | $1,105.3万 | 5.8万股 | $1,100.2万 | 5.8万股 | 00.00% | 持仓不变 |
 NORFOLK SOUTHN COMNSC |
| 1.72% | 1.84% | $1,066.6万 | 3.4万股 | $973.1万 | 3.4万股 | 00.00% | 持仓不变 |
 APTARGROUPATR |
| 1.6% | 1.88% | $990.3万 | 7.9万股 | $996.8万 | 7.9万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 1.56% | 2.07% | $967.8万 | 10.7万股 | $1,095.1万 | 10.7万股 | 00.00% | 持仓不变 |
 ADPADP |
| 1.55% | 1.65% | $962.0万 | 4.3万股 | $872.8万 | 4.3万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 1.52% | 1.88% | $944.5万 | 6.2万股 | $995.6万 | 6.2万股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 1.39% | 0.69% | $859.8万 | 2.4万股 | $366.9万 | 2.4万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.33% | 1.45% | $825.8万 | 2.3万股 | $770.1万 | 2.3万股 | 00.00% | 持仓不变 |
 VERALTO COM SHSVLTO |
| 1.26% | 1.47% | $779.3万 | 8.8万股 | $777.0万 | 8.8万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 1.25% | 1.44% | $772.9万 | 5.3万股 | $761.3万 | 5.3万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 1.17% | 1.4% | $727.6万 | 3.8万股 | $739.7万 | 3.8万股 | 00.00% | 持仓不变 |
 EAST WEST BANCORPEWBC |
| 1.11% | 0.63% | $690.0万 | 4.5万股 | $333.4万 | 3.1万股 | +1.4万股+43.93% | 加仓 |
 史赛克SYK |
| 1.04% | 1.16% | $644.3万 | 2.0万股 | $613.6万 | 1.9万股 | +1,790股+9.59% | 加仓 |
| IIBMIBM |
| 1.04% | 0.74% | $643.5万 | 2.3万股 | $394.1万 | 1.6万股 | +6,625股+40.74% | 加仓 |
 LOWES COS COMLOW |
| 1% | 1.25% | $619.6万 | 2.8万股 | $663.9万 | 2.8万股 | 00.00% | 持仓不变 |
| UUNILEVER SPON ADR NEWUL |
| 0.94% | 0.74% | $579.4万 | 9.6万股 | $389.9万 | 6.8万股 | +2.8万股+40.83% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.86% | 0.82% | $534.8万 | 1.5万股 | $434.2万 | 1.5万股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 0.78% | 0.79% | $484.8万 | 10.2万股 | $418.7万 | 10.2万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.77% | 0.51% | $474.8万 | 1.3万股 | $269.3万 | 8,700股 | +3,870股+44.48% | 加仓 |
 高露洁CL |
| 0.76% | 0.82% | $469.4万 | 5.1万股 | $436.4万 | 5.1万股 | 00.00% | 持仓不变 |
 INTERFACETILE |
| 0.58% | 0.47% | $359.0万 | 10.0万股 | $249.6万 | 10.0万股 | 00.00% | 持仓不变 |
 ROCKET COS COM CL ARKT |
| 0.4% | 0.43% | $250.6万 | 15.9万股 | $226.8万 | 15.9万股 | 00.00% | 持仓不变 |
 AIRBNB COM CL AABNB |
| 0.4% | 0.4% | $250.6万 | 1.8万股 | $213.1万 | 1.7万股 | +635股+3.76% | 加仓 |
 埃克森美孚XOM |
| 0.36% | 0.52% | $224.2万 | 1.6万股 | $278.2万 | 1.6万股 | 00.00% | 持仓不变 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.35% | 0.36% | $217.7万 | 12.1万股 | $192.8万 | 12.1万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 0.3% | 0.41% | $184.5万 | 9,000股 | $218.8万 | 9,000股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.29% | 0.32% | $179.3万 | 1.4万股 | $167.8万 | 1.4万股 | 00.00% | 持仓不变 |
 ZOETIS CL AZTS |
| 0.29% | 0.55% | $178.3万 | 2.5万股 | $293.4万 | 2.5万股 | 00.00% | 持仓不变 |
 BroadridgeBR |
| 0.24% | — | $151.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| CCIGNALIBD |
| 0.23% | 0.26% | $144.8万 | 5,254股 | $140.2万 | 5,254股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.2% | 0.22% | $124.6万 | 6,225股 | $116.4万 | 6,675股 | -450股-6.74% | 减仓 |
