 谷歌AGOOGL |
| 5.35% | 5.03% | $1,275.8万 | 3.6万股 | $1,060.1万 | 3.7万股 | -1,164股-3.16% | 减仓 |
 苹果AAPL |
| 4.8% | 4.89% | $1,144.3万 | 4.0万股 | $1,031.4万 | 4.1万股 | -1,096股-2.70% | 减仓 |
 PALO ALTOPANW |
| 4.14% | 2.22% | $988.3万 | 2.9万股 | $468.5万 | 2.9万股 | -242股-0.83% | 减仓 |
 英伟达NVDA |
| 3.78% | 3.76% | $901.1万 | 4.5万股 | $793.3万 | 4.5万股 | -453股-1.00% | 减仓 |
 AMD超威AMD |
| 3.68% | 1.51% | $878.5万 | 1.5万股 | $318.6万 | 1.6万股 | -540股-3.45% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.46% | 2.99% | $825.8万 | 8.1万股 | $630.9万 | 8.0万股 | +519股+0.65% | 加仓 |
 安费诺APH |
| 3.43% | 2.83% | $818.2万 | 4.6万股 | $597.3万 | 4.7万股 | -865股-1.83% | 减仓 |
 亚马逊AMZN |
| 3.31% | 3.24% | $789.3万 | 3.3万股 | $682.5万 | 3.3万股 | +349股+1.07% | 加仓 |
 微软MSFT |
| 3.23% | 3.48% | $770.4万 | 2.1万股 | $734.0万 | 2.0万股 | +823股+4.15% | 加仓 |
 摩根大通JPM |
| 3.08% | 3.18% | $733.7万 | 2.2万股 | $670.8万 | 2.3万股 | -388股-1.70% | 减仓 |
 礼来LLY |
| 2.25% | 2.22% | $536.0万 | 4,469股 | $467.8万 | 5,086股 | -617股-12.13% | 减仓 |
| SSPDR道富指数基金SPDW |
| 2.18% | 2.2% | $520.0万 | 10.3万股 | $463.4万 | 10.2万股 | +1,678股+1.65% | 加仓 |
 ANALOG DEVICES COMADI |
| 2.17% | 2.04% | $517.3万 | 1.3万股 | $429.7万 | 1.4万股 | -483股-3.58% | 减仓 |
 卡特彼勒CAT |
| 2.03% | 1.61% | $485.3万 | 4,557股 | $339.1万 | 4,786股 | -229股-4.78% | 减仓 |
 迈威尔MRVL |
| 2.02% | 0.76% | $481.0万 | 1.6万股 | $160.9万 | 1.6万股 | -102股-0.63% | 减仓 |
 科磊KLAC |
| 1.92% | 1.13% | $458.9万 | 1.5万股 | $238.7万 | 1,621股 | +1.4万股+838.31% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.7% | 1.9% | $404.6万 | 8,085股 | $400.4万 | 8,355股 | -270股-3.23% | 减仓 |
 好市多COST |
| 1.69% | 2.02% | $403.9万 | 4,318股 | $426.5万 | 4,280股 | +38股+0.89% | 加仓 |
 甲骨文ORCL |
| 1.67% | 1.93% | $398.2万 | 2.7万股 | $406.3万 | 2.8万股 | -447股-1.62% | 减仓 |
| IiShares安硕信托DGRO |
| 1.64% | 1.68% | $392.3万 | 5.2万股 | $354.4万 | 5.0万股 | +1,267股+2.51% | 加仓 |
 强生JNJ |
| 1.5% | 1.7% | $357.3万 | 1.4万股 | $358.9万 | 1.5万股 | -615股-4.19% | 减仓 |
 Meta平台META |
| 1.48% | 1.7% | $353.4万 | 6,273股 | $359.2万 | 6,278股 | -5股-0.08% | 减仓 |
 高盛GS |
| 1.47% | 1.38% | $351.1万 | 3,472股 | $291.8万 | 3,449股 | +23股+0.67% | 加仓 |
 雪佛龙CVX |
| 1.4% | 2.03% | $333.8万 | 2.0万股 | $429.2万 | 2.1万股 | -605股-2.92% | 减仓 |
 埃克森美孚XOM |
| 1.38% | 1.99% | $329.7万 | 2.4万股 | $420.4万 | 2.5万股 | -660股-2.66% | 减仓 |
 宝洁PG |
| 1.25% | 1.37% | $298.5万 | 2.0万股 | $289.5万 | 2.0万股 | +312股+1.56% | 加仓 |
 雅培ABT |
| 1.22% | 1.51% | $291.5万 | 3.2万股 | $319.1万 | 3.1万股 | +1,044股+3.36% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.22% | 0.98% | $290.2万 | 3.2万股 | $206.6万 | 3.2万股 | -167股-0.52% | 减仓 |
 贝莱德·INC COMBLK |
| 1.2% | 1.31% | $285.3万 | 2,967股 | $275.3万 | 2,863股 | +104股+3.63% | 加仓 |
 波音BA |
| 1.12% | 1.11% | $266.3万 | 1.2万股 | $234.5万 | 1.2万股 | +523股+4.44% | 加仓 |
 IDEXX LABS COMIDXX |
| 1.09% | 1.24% | $259.0万 | 4,919股 | $261.6万 | 4,656股 | +263股+5.65% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.95% | 1.03% | $226.8万 | 1.3万股 | $218.0万 | 1.2万股 | +531股+4.39% | 加仓 |
 LOWES COS COMLOW |
| 0.95% | 1.16% | $225.6万 | 1.0万股 | $245.2万 | 1.0万股 | -142股-1.37% | 减仓 |
| N新纪元能源NEE |
| 0.91% | 1.09% | $217.2万 | 2.5万股 | $230.7万 | 2.5万股 | -96股-0.39% | 减仓 |
 江森自控JCI |
| 0.9% | 0.91% | $213.8万 | 1.5万股 | $192.5万 | 1.5万股 | -63股-0.43% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.88% | 1.24% | $209.3万 | 1.7万股 | $260.8万 | 1.7万股 | +415股+2.50% | 加仓 |
 TJXTJX |
| 0.87% | 1% | $207.1万 | 1.4万股 | $211.6万 | 1.3万股 | +416股+3.14% | 加仓 |
 黑石集团BX |
| 0.86% | 0.92% | $206.3万 | 1.8万股 | $193.6万 | 1.7万股 | +692股+4.11% | 加仓 |
 康菲石油COP |
| 0.86% | 1.2% | $204.0万 | 2.0万股 | $252.2万 | 1.9万股 | +521股+2.73% | 加仓 |
 HCA医疗HCA |
| 0.79% | 1.04% | $188.3万 | 4,829股 | $220.3万 | 4,656股 | +173股+3.72% | 加仓 |
 赛富时CRM |
| 0.74% | 1.06% | $177.5万 | 1.1万股 | $223.7万 | 1.2万股 | -656股-5.47% | 减仓 |
 AMGEN COMAMGN |
| 0.72% | 0.79% | $171.9万 | 4,748股 | $166.6万 | 4,734股 | +14股+0.30% | 加仓 |
 博通AVGO |
| 0.71% | 0.46% | $169.5万 | 4,486股 | $97.8万 | 3,160股 | +1,326股+41.96% | 加仓 |
 可口可乐KO |
| 0.66% | 0.72% | $156.9万 | 1.9万股 | $151.4万 | 2.0万股 | -600股-3.01% | 减仓 |
 杜克能源DUK |
| 0.65% | 0.77% | $155.3万 | 1.2万股 | $162.1万 | 1.2万股 | -115股-0.93% | 减仓 |
 百事可乐PEP |
| 0.61% | 0.8% | $145.6万 | 1.1万股 | $168.8万 | 1.1万股 | -111股-1.02% | 减仓 |
 通用动力GD |
| 0.61% | 0.66% | $145.5万 | 4,106股 | $140.1万 | 4,082股 | +24股+0.59% | 加仓 |
 EOG资源EOG |
| 0.6% | 0.71% | $144.3万 | 1.1万股 | $150.2万 | 1.0万股 | +733股+7.05% | 加仓 |
 DANAHER DEL COMDHR |
| 0.57% | 0.66% | $135.8万 | 7,129股 | $139.9万 | 7,379股 | -250股-3.39% | 减仓 |
| TTyler科技TYL |
| 0.55% | 0.8% | $130.5万 | 4,461股 | $167.7万 | 4,898股 | -437股-8.92% | 减仓 |
