 应用材料AMAT |
| 3.23% | 2.22% | $592.3万 | 8,192股 | $375.0万 | 1.1万股 | -2,780股-25.34% | 减仓 |
 苹果AAPL |
| 2.69% | 2.61% | $492.8万 | 1.7万股 | $441.2万 | 1.7万股 | -353股-2.03% | 减仓 |
| G通用动力VTI |
| 2.67% | 2.35% | $489.4万 | 1.3万股 | $396.3万 | 1.2万股 | +872股+7.06% | 加仓 |
 谷歌AGOOGL |
| 2.26% | 2.03% | $415.0万 | 1.2万股 | $343.4万 | 1.2万股 | -329股-2.75% | 减仓 |
 捷普JBL |
| 2.25% | 1.96% | $413.1万 | 1.1万股 | $330.7万 | 1.2万股 | -1,735股-13.93% | 减仓 |
 亚马逊AMZN |
| 2.17% | 2.12% | $397.7万 | 1.7万股 | $358.2万 | 1.7万股 | -511股-2.97% | 减仓 |
 美国合众银行USB |
| 2.15% | 2.03% | $393.5万 | 6.5万股 | $343.2万 | 6.6万股 | -831股-1.26% | 减仓 |
 康明斯CMI |
| 2.12% | 1.89% | $388.3万 | 5,444股 | $319.5万 | 5,939股 | -495股-8.33% | 减仓 |
 微软MSFT |
| 2.1% | 2.23% | $384.9万 | 1.0万股 | $376.9万 | 1.0万股 | +137股+1.35% | 加仓 |
 卡特彼勒CAT |
| 2.09% | 1.8% | $382.8万 | 3,595股 | $303.8万 | 4,288股 | -693股-16.16% | 减仓 |
 思科CSCO |
| 2.03% | 1.65% | $372.0万 | 3.2万股 | $278.8万 | 3.6万股 | -4,256股-11.85% | 减仓 |
 嘉信理财SCHW |
| 1.73% | 1.89% | $317.8万 | 3.4万股 | $318.6万 | 3.4万股 | +545股+1.61% | 加仓 |
 诺华NVS |
| 1.72% | 1.85% | $314.4万 | 2.0万股 | $313.3万 | 2.1万股 | -450股-2.19% | 减仓 |
 WILLIAMS SONOMAWSM |
| 1.53% | 1.31% | $280.4万 | 1.2万股 | $221.8万 | 1.2万股 | -135股-1.11% | 减仓 |
 希尔顿HLT |
| 1.48% | 1.52% | $271.0万 | 8,201股 | $256.5万 | 8,434股 | -233股-2.76% | 减仓 |
 帕卡PCAR |
| 1.41% | 1.49% | $258.8万 | 2.2万股 | $252.3万 | 2.2万股 | -300股-1.37% | 减仓 |
| QQualysQLYS |
| 1.3% | 0.62% | $237.9万 | 1.7万股 | $104.5万 | 1.2万股 | +5,405股+45.44% | 加仓 |
 强生JNJ |
| 1.29% | 1.37% | $236.7万 | 9,319股 | $231.7万 | 9,477股 | -158股-1.67% | 减仓 |
 仲量联行JLL |
| 1.25% | 1.36% | $229.4万 | 7,402股 | $230.1万 | 7,562股 | -160股-2.12% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.24% | 1.03% | $228.0万 | 8,662股 | $174.3万 | 8,335股 | +327股+3.92% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.24% | 1% | $227.5万 | 2.5万股 | $168.2万 | 2.6万股 | -1,090股-4.19% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.24% | 1.21% | $226.8万 | 1.2万股 | $203.9万 | 1.2万股 | -235股-1.91% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 1.21% | 1.13% | $221.6万 | 9,908股 | $190.9万 | 1.0万股 | -325股-3.18% | 减仓 |
 ASSURANTAIZ |
| 1.17% | 1.04% | $214.7万 | 7,994股 | $175.3万 | 8,049股 | -55股-0.68% | 减仓 |
 纽柯钢铁NUE |
| 1.16% | 0.99% | $212.5万 | 9,538股 | $167.8万 | 9,923股 | -385股-3.88% | 减仓 |
 VOYA FINANCIALVOYA |
| 1.16% | 1.07% | $212.0万 | 2.3万股 | $180.5万 | 2.6万股 | -3,000股-11.36% | 减仓 |
 美敦力MDT |
| 1.12% | 1.2% | $205.3万 | 2.6万股 | $202.6万 | 2.3万股 | +2,860股+12.23% | 加仓 |
 OSI SYSTEMSOSIS |
| 1.11% | 1.46% | $202.6万 | 9,263股 | $247.4万 | 9,318股 | -55股-0.59% | 减仓 |
| Q高通QCOM |
| 1.09% | 0.82% | $199.4万 | 1.1万股 | $138.2万 | 1.1万股 | +55股+0.51% | 加仓 |
 艾默生电气EMR |
| 1.08% | 1.08% | $197.9万 | 1.4万股 | $182.6万 | 1.4万股 | -114股-0.82% | 减仓 |
 ADOBE COMADBE |
| 1.06% | — | $194.3万 | 9,475股 | $0 | 0股 | +9,475股 | 新买入 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.05% | 1.3% | $191.7万 | 1.6万股 | $219.4万 | 1.4万股 | +1,620股+11.61% | 加仓 |
 PAYPAL COMPYPL |
| 1.04% | 0.93% | $191.1万 | 4.4万股 | $157.1万 | 3.5万股 | +9,525股+27.43% | 加仓 |
 阿卡迈AKAM |
| 0.98% | 1.1% | $179.5万 | 1.5万股 | $185.9万 | 1.6万股 | -1,005股-6.21% | 减仓 |
 CAVCO INDS DELCVCO |
| 0.96% | 0.84% | $176.6万 | 2,875股 | $142.6万 | 2,945股 | -70股-2.38% | 减仓 |
| F第一信托交易所交易基金FPX |
| 0.96% | 0.75% | $176.3万 | 8,552股 | $127.1万 | 8,006股 | +546股+6.82% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.95% | 1.16% | $174.4万 | 5.5万股 | $196.4万 | 5.9万股 | -4,050股-6.91% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.95% | 0.9% | $173.5万 | 1.2万股 | $152.9万 | 1.2万股 | +20股+0.17% | 加仓 |
 甲骨文ORCL |
| 0.94% | 0.96% | $172.9万 | 1.2万股 | $161.5万 | 1.1万股 | +815股+7.42% | 加仓 |
 BWX科技BWXT |
| 0.94% | 1.07% | $172.6万 | 8,869股 | $180.2万 | 8,814股 | +55股+0.62% | 加仓 |
 Meta平台META |
| 0.94% | 1.05% | $172.2万 | 3,057股 | $177.9万 | 3,110股 | -53股-1.70% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.91% | 0.96% | $166.1万 | 6.8万股 | $162.3万 | 5.7万股 | +1.1万股+19.64% | 加仓 |
| SSANOFI SPONSORED ADRSNY |
| 0.89% | 1.08% | $163.6万 | 3.8万股 | $182.0万 | 3.8万股 | +570股+1.51% | 加仓 |
| CCOMMERCIAL METALSCMC |
| 0.89% | 0.96% | $163.6万 | 2.6万股 | $161.9万 | 2.6万股 | -295股-1.12% | 减仓 |
 辉瑞PFE |
| 0.89% | 1.06% | $163.4万 | 6.8万股 | $178.4万 | 6.4万股 | +4,325股+6.81% | 加仓 |
| MMUELLER INDSMLI |
| 0.89% | 0.88% | $162.3万 | 1.3万股 | $149.4万 | 1.3万股 | -275股-2.04% | 减仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.88% | 0.92% | $161.3万 | 4.2万股 | $154.8万 | 2.5万股 | +1.6万股+65.09% | 加仓 |
 德文能源DVN |
| 0.87% | — | $160.0万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 联邦快递FDX |
| 0.87% | 1.09% | $158.6万 | 5,066股 | $183.5万 | 5,151股 | -85股-1.65% | 减仓 |
 康菲石油COP |
| 0.86% | 1.21% | $156.8万 | 1.5万股 | $204.2万 | 1.5万股 | -385股-2.49% | 减仓 |
