 美光科技MU |
| 6.21% | 2.33% | $1,851.0万 | 1.6万股 | $605.4万 | 1.8万股 | -1,884股-10.51% | 减仓 |
 谷歌AGOOGL |
| 6% | 5.81% | $1,788.1万 | 5.0万股 | $1,508.4万 | 5.2万股 | -2,420股-4.61% | 减仓 |
 英伟达NVDA |
| 5.07% | 5.08% | $1,509.4万 | 7.5万股 | $1,318.8万 | 7.6万股 | -182股-0.24% | 减仓 |
 苹果AAPL |
| 4.9% | 5.19% | $1,458.4万 | 5.0万股 | $1,348.8万 | 5.3万股 | -2,744股-5.16% | 减仓 |
 礼来LLY |
| 4.69% | 4.12% | $1,397.0万 | 1.2万股 | $1,070.9万 | 1.2万股 | +4股+0.03% | 加仓 |
 微软MSFT |
| 4.05% | 4.02% | $1,207.0万 | 3.2万股 | $1,043.1万 | 2.8万股 | +4,178股+14.83% | 加仓 |
 甲骨文ORCL |
| 3% | 3.47% | $894.4万 | 6.1万股 | $902.2万 | 6.1万股 | -293股-0.48% | 减仓 |
 TJXTJX |
| 2.66% | 3.51% | $793.3万 | 5.2万股 | $911.2万 | 5.7万股 | -4,691股-8.22% | 减仓 |
 Arista网络ANET |
| 2.38% | 1.99% | $709.9万 | 4.2万股 | $517.2万 | 4.2万股 | -336股-0.80% | 减仓 |
 VisaV |
| 2.33% | 2.36% | $693.7万 | 2.0万股 | $613.2万 | 2.0万股 | -71股-0.35% | 减仓 |
 思科CSCO |
| 1.98% | 1.42% | $590.9万 | 5.0万股 | $368.6万 | 4.8万股 | +2,800股+5.89% | 加仓 |
 AMGEN COMAMGN |
| 1.91% | 2.14% | $568.7万 | 1.6万股 | $556.4万 | 1.6万股 | -109股-0.69% | 减仓 |
 TRAVELERS COSTRV |
| 1.82% | 1.9% | $543.4万 | 1.6万股 | $492.7万 | 1.7万股 | -432股-2.56% | 减仓 |
| V先锋领航指数基金VOO |
| 1.73% | 1.35% | $514.5万 | 7,492股 | $349.6万 | 5,851股 | +1,641股+28.05% | 加仓 |
 Meta平台META |
| 1.71% | 2% | $510.6万 | 9,064股 | $519.2万 | 9,074股 | -10股-0.11% | 减仓 |
 摩根大通JPM |
| 1.64% | 1.7% | $487.1万 | 1.5万股 | $441.6万 | 1.5万股 | -130股-0.87% | 减仓 |
 埃克森美孚XOM |
| 1.55% | 2.3% | $460.3万 | 3.4万股 | $596.6万 | 3.5万股 | -1,494股-4.25% | 减仓 |
 伊顿ETN |
| 1.54% | 1.71% | $457.4万 | 1.1万股 | $444.8万 | 1.2万股 | -1,702股-13.69% | 减仓 |
 ADPADP |
| 1.51% | 1.57% | $448.9万 | 2.0万股 | $407.1万 | 2.0万股 | +9股+0.04% | 加仓 |
 亚马逊AMZN |
| 1.4% | 1.4% | $416.0万 | 1.7万股 | $364.4万 | 1.7万股 | -45股-0.26% | 减仓 |
 PAYCHEX COMPAYX |
| 1.32% | 1.42% | $392.9万 | 4.0万股 | $367.9万 | 4.0万股 | +26股+0.07% | 加仓 |
 强生JNJ |
| 1.29% | 1.62% | $384.7万 | 1.5万股 | $421.3万 | 1.7万股 | -2,091股-12.13% | 减仓 |
 万事达MA |
| 1.24% | 1.38% | $368.3万 | 7,171股 | $359.0万 | 7,185股 | -14股-0.19% | 减仓 |
 迪士尼DIS |
| 1.21% | 1.44% | $359.3万 | 3.7万股 | $375.1万 | 3.9万股 | -1,593股-4.09% | 减仓 |
| BBERKSHIRE HATHAWAY INC DEL CL B NEW |
| 1.13% | 0.05% | $335.9万 | 6,713股 | $13.9万 | 291股 | +6,422股+2,206.87% | 加仓 |
 美国运通AXP |
| 1.1% | 1.14% | $327.5万 | 9,682股 | $295.6万 | 9,772股 | -90股-0.92% | 减仓 |
 SYSCO COMSYY |
| 1.08% | 1.21% | $321.0万 | 3.8万股 | $313.5万 | 4.4万股 | -5,547股-12.62% | 减仓 |
 博通AVGO |
| 1.06% | 1% | $315.8万 | 8,361股 | $258.4万 | 8,349股 | +12股+0.14% | 加仓 |
 FICOFICO |
| 1.02% | 1.06% | $303.4万 | 2,539股 | $274.1万 | 2,568股 | -29股-1.13% | 减仓 |
 家得宝HD |
| 1.01% | 1.08% | $301.8万 | 8,557股 | $280.9万 | 8,542股 | +15股+0.18% | 加仓 |
 赛富时CRM |
| 1.01% | 1.38% | $300.6万 | 1.9万股 | $358.0万 | 1.9万股 | +12股+0.06% | 加仓 |
 麦当劳MCD |
| 1% | — | $298.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 ILLINOIS TOOLITW |
| 0.99% | 1.1% | $296.4万 | 1.1万股 | $284.4万 | 1.1万股 | +30股+0.27% | 加仓 |
 艺康ECL |
| 0.98% | 1.07% | $290.8万 | 1.0万股 | $277.8万 | 1.0万股 | -7股-0.07% | 减仓 |
 好事达ALL |
| 0.98% | 0.99% | $290.5万 | 1.2万股 | $256.9万 | 1.2万股 | -177股-1.43% | 减仓 |
 CDWCDW |
| 0.93% | 0.92% | $277.8万 | 2.0万股 | $239.3万 | 2.0万股 | -20股-0.10% | 减仓 |
 CINTAS COMCTAS |
| 0.93% | 1.06% | $277.4万 | 1.6万股 | $275.1万 | 1.6万股 | +43股+0.26% | 加仓 |
 艾默生电气EMR |
| 0.91% | 0.96% | $272.2万 | 1.9万股 | $248.5万 | 1.9万股 | +51股+0.27% | 加仓 |
 艾伯维ABBV |
| 0.91% | 0.91% | $270.7万 | 1.1万股 | $235.4万 | 1.1万股 | -65股-0.60% | 减仓 |
| Q高通QCOM |
| 0.83% | 0.69% | $246.8万 | 1.3万股 | $180.1万 | 1.4万股 | -625股-4.47% | 减仓 |
 康菲石油COP |
| 0.8% | 1.25% | $238.1万 | 2.3万股 | $324.3万 | 2.5万股 | -1,659股-6.75% | 减仓 |
 CencoraCOR |
| 0.74% | 0.94% | $219.6万 | 7,761股 | $243.8万 | 7,762股 | -1股-0.01% | 减仓 |
 诺和诺德NVO |
| 0.73% | 0.64% | $216.0万 | 4.5万股 | $165.6万 | 4.5万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.71% | 1.03% | $210.3万 | 1.3万股 | $268.7万 | 1.3万股 | -299股-2.30% | 减仓 |
 霍尼韦尔HON |
| 0.67% | 1.74% | $200.8万 | 8,968股 | $451.5万 | 2.0万股 | -1.1万股-55.10% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.67% | — | $198.3万 | 8,969股 | $0 | 0股 | +8,969股 | 新买入 |
 埃森哲ACN |
| 0.63% | 1.15% | $188.1万 | 1.5万股 | $299.5万 | 1.5万股 | +12股+0.08% | 加仓 |
 默沙东MRK |
| 0.62% | 0.76% | $184.2万 | 1.4万股 | $198.0万 | 1.6万股 | -2,135股-12.97% | 减仓 |
 卡特彼勒CAT |
| 0.6% | — | $180.2万 | 1,692股 | $0 | 0股 | +1,692股 | 新买入 |
 AFLAC COMAFL |
| 0.6% | 0.67% | $178.3万 | 1.5万股 | $174.0万 | 1.6万股 | -650股-4.10% | 减仓 |
