 英伟达NVDA |
| 11.02% | 8.96% | $2,142.8万 | 17.3万股 | $1,662.6万 | 1.8万股 | +15.5万股+842.66% | 加仓 |
 微软MSFT |
| 5.43% | 5.55% | $1,055.2万 | 2.4万股 | $1,029.1万 | 2.4万股 | -850股-3.48% | 减仓 |
 苹果AAPL |
| 4.27% | 3.76% | $829.3万 | 3.9万股 | $697.0万 | 4.1万股 | -1,275股-3.14% | 减仓 |
 应用材料AMAT |
| 3.46% | 3.31% | $671.7万 | 2.8万股 | $614.3万 | 3.0万股 | -1,325股-4.45% | 减仓 |
| V先锋领航全球基金VGT |
| 3.11% | 3.03% | $604.7万 | 1.0万股 | $561.2万 | 1.1万股 | -215股-2.01% | 减仓 |
 强生JNJ |
| 2.5% | 2.91% | $486.3万 | 3.3万股 | $538.9万 | 3.4万股 | -800股-2.35% | 减仓 |
| Q高通QCOM |
| 2.11% | 1.91% | $409.7万 | 2.1万股 | $355.0万 | 2.1万股 | -400股-1.91% | 减仓 |
 派克汉尼汾PH |
| 2.1% | 2.54% | $407.5万 | 8,057股 | $470.6万 | 8,467股 | -410股-4.84% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.04% | 1.78% | $396.0万 | 2.2万股 | $329.8万 | 2.2万股 | -70股-0.32% | 减仓 |
| T赛默飞世尔TMO |
| 2.04% | 2.33% | $395.9万 | 7,159股 | $432.9万 | 7,449股 | -290股-3.89% | 减仓 |
 博通AVGO |
| 1.9% | 0.16% | $369.4万 | 2,300股 | $30.5万 | 230股 | +2,070股+900.00% | 加仓 |
 雷神技术RTX |
| 1.89% | 2.02% | $368.1万 | 3.7万股 | $374.7万 | 3.8万股 | -1,750股-4.56% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.84% | 1.75% | $358.4万 | 1.6万股 | $325.4万 | 1.6万股 | -750股-4.56% | 减仓 |
 好市多COST |
| 1.62% | 1.51% | $314.5万 | 3,700股 | $280.2万 | 3,825股 | -125股-3.27% | 减仓 |
 德州仪器TXN |
| 1.59% | 1.54% | $309.2万 | 1.6万股 | $285.6万 | 1.6万股 | -500股-3.05% | 减仓 |
 PALO ALTOPANW |
| 1.57% | 1.38% | $306.0万 | 9,025股 | $256.4万 | 9,025股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.47% | 1.48% | $284.9万 | 1.5万股 | $275.1万 | 1.5万股 | -505股-3.31% | 减仓 |
 礼来LLY |
| 1.46% | 1.34% | $284.3万 | 3,140股 | $248.2万 | 3,190股 | -50股-1.57% | 减仓 |
 洛克希德马丁LMT |
| 1.41% | 1.46% | $274.9万 | 5,885股 | $271.1万 | 5,960股 | -75股-1.26% | 减仓 |
 林德LIN |
| 1.39% | 1.63% | $269.6万 | 6,143股 | $301.5万 | 6,493股 | -350股-5.39% | 减仓 |
 ADPADP |
| 1.38% | 1.58% | $268.5万 | 1.1万股 | $293.4万 | 1.2万股 | -500股-4.26% | 减仓 |
 默沙东MRK |
| 1.37% | 1.55% | $266.5万 | 2.2万股 | $287.0万 | 2.2万股 | -225股-1.03% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 1.31% | 1.67% | $254.2万 | 1.2万股 | $309.4万 | 1.2万股 | -300股-2.47% | 减仓 |
 宝洁PG |
| 1.27% | 1.33% | $246.3万 | 1.5万股 | $246.6万 | 1.5万股 | -265股-1.74% | 减仓 |
 L3哈里斯LHX |
| 1.22% | 1.23% | $236.3万 | 1.1万股 | $227.4万 | 1.1万股 | -150股-1.41% | 减仓 |
 ILLINOIS TOOLITW |
| 1.16% | 1.38% | $224.5万 | 9,476股 | $255.6万 | 9,526股 | -50股-0.52% | 减仓 |
 霍尼韦尔HON |
| 1.14% | 1.16% | $221.9万 | 1.0万股 | $215.3万 | 1.0万股 | -100股-0.95% | 减仓 |
 科磊KLAC |
| 1.13% | 1% | $219.3万 | 2,660股 | $185.8万 | 2,660股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 1.08% | 1.04% | $210.5万 | 6,737股 | $192.3万 | 6,762股 | -25股-0.37% | 减仓 |
 家得宝HD |
| 1.05% | 1.23% | $204.8万 | 5,949股 | $228.2万 | 5,949股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 1.05% | 1.21% | $204.6万 | 9,042股 | $224.2万 | 9,117股 | -75股-0.82% | 减仓 |
 AMD超威AMD |
| 1.04% | 1.21% | $201.5万 | 1.2万股 | $224.7万 | 1.2万股 | -25股-0.20% | 减仓 |
 Arista网络ANET |
| 1.03% | 0.89% | $200.6万 | 5,725股 | $166.0万 | 5,725股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 1.02% | 1.18% | $198.2万 | 1.0万股 | $218.6万 | 1.0万股 | -75股-0.74% | 减仓 |
 泛林集团LRCX |
| 1.02% | 0.97% | $198.2万 | 1,861股 | $180.8万 | 1,861股 | 00.00% | 持仓不变 |
 CINCINNATI FINL COMCINF |
| 0.99% | 1.09% | $191.7万 | 1.6万股 | $201.6万 | 1.6万股 | 00.00% | 持仓不变 |
 西屋制动WAB |
| 0.97% | 0.94% | $189.1万 | 1.2万股 | $174.3万 | 1.2万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.96% | 1.05% | $186.2万 | 3.9万股 | $195.6万 | 3.9万股 | 00.00% | 持仓不变 |
 空气化工APD |
| 0.9% | 0.9% | $175.0万 | 6,780股 | $167.2万 | 6,900股 | -120股-1.74% | 减仓 |
 百事可乐PEP |
| 0.88% | 0.99% | $171.8万 | 1.0万股 | $184.3万 | 1.1万股 | -115股-1.09% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.88% | 0.94% | $171.6万 | 5,575股 | $173.5万 | 5,575股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.85% | 1.1% | $165.6万 | 4,072股 | $204.9万 | 4,872股 | -800股-16.42% | 减仓 |
 艾伯维ABBV |
| 0.83% | 0.98% | $160.6万 | 9,362股 | $182.3万 | 1.0万股 | -650股-6.49% | 减仓 |
 埃克森美孚XOM |
| 0.8% | — | $155.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 爱德华生命科学EW |
| 0.79% | 0.92% | $153.8万 | 1.7万股 | $171.3万 | 1.8万股 | -1,275股-7.11% | 减仓 |
 康明斯CMI |
| 0.78% | 0.87% | $151.5万 | 5,470股 | $161.2万 | 5,470股 | 00.00% | 持仓不变 |
 AMERICAN WTR WKS NEWAWK |
| 0.78% | 0.77% | $150.7万 | 1.2万股 | $142.6万 | 1.2万股 | 00.00% | 持仓不变 |
 AEROVIRONMENTAVAV |
| 0.76% | 0.67% | $147.5万 | 8,100股 | $124.2万 | 8,100股 | 00.00% | 持仓不变 |
 Genuine Parts Co ComGPC |
| 0.75% | 0.89% | $146.6万 | 1.1万股 | $164.2万 | 1.1万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 0.74% | 0.7% | $143.3万 | 2,580股 | $130.2万 | 2,580股 | 00.00% | 持仓不变 |
