 博通AVGO |
| 5.76% | 6.37% | $1,902.1万 | 5.0万股 | $1,978.2万 | 5.7万股 | -6,802股-11.90% | 减仓 |
 谷歌AGOOGL |
| 5.61% | 5.55% | $1,853.5万 | 5.2万股 | $1,724.4万 | 5.5万股 | -3,226股-5.86% | 减仓 |
 苹果AAPL |
| 5.45% | 5.45% | $1,797.7万 | 6.2万股 | $1,692.2万 | 6.2万股 | -118股-0.19% | 减仓 |
 礼来LLY |
| 4.36% | 4.38% | $1,440.7万 | 1.2万股 | $1,359.5万 | 1.3万股 | -640股-5.06% | 减仓 |
 高盛GS |
| 3.81% | 3.74% | $1,258.4万 | 1.2万股 | $1,162.9万 | 1.3万股 | -788股-5.96% | 减仓 |
 VALERO ENERGY COMVLO |
| 3.21% | 2.26% | $1,060.3万 | 4.1万股 | $701.9万 | 4.3万股 | -2,401股-5.57% | 减仓 |
 摩根大通JPM |
| 3.18% | 3.4% | $1,051.4万 | 3.2万股 | $1,056.8万 | 3.3万股 | -678股-2.07% | 减仓 |
 埃克森美孚XOM |
| 3.07% | 2.91% | $1,012.6万 | 7.4万股 | $902.8万 | 7.5万股 | -951股-1.27% | 减仓 |
 Meta平台META |
| 2.77% | 3.49% | $914.9万 | 1.6万股 | $1,085.0万 | 1.6万股 | -194股-1.18% | 减仓 |
 亚马逊AMZN |
| 2.77% | 2.82% | $913.2万 | 3.8万股 | $877.1万 | 3.8万股 | +316股+0.83% | 加仓 |
 特斯拉TSLA |
| 2.67% | 1.99% | $880.8万 | 2.1万股 | $619.5万 | 1.4万股 | +7,165股+52.01% | 加仓 |
| Q高通QCOM |
| 2.5% | 2.51% | $826.0万 | 4.5万股 | $781.3万 | 4.6万股 | -976股-2.14% | 减仓 |
 波音BA |
| 2.42% | 2.53% | $798.2万 | 3.7万股 | $787.3万 | 3.6万股 | +612股+1.69% | 加仓 |
 WILLIAMS SONOMAWSM |
| 2.04% | 1.71% | $673.5万 | 2.9万股 | $531.5万 | 3.0万股 | -868股-2.92% | 减仓 |
 联邦快递FDX |
| 2% | 1.98% | $660.0万 | 2.1万股 | $615.5万 | 2.1万股 | -228股-1.07% | 减仓 |
 沃尔玛WMT |
| 1.95% | 2.06% | $645.1万 | 5.7万股 | $641.0万 | 5.8万股 | -583股-1.01% | 减仓 |
 好市多COST |
| 1.88% | 1.79% | $621.1万 | 6,640股 | $557.1万 | 6,460股 | +180股+2.79% | 加仓 |
 微软MSFT |
| 1.87% | 2.36% | $616.8万 | 1.7万股 | $734.3万 | 1.5万股 | +1,352股+8.90% | 加仓 |
 联合健康UNH |
| 1.84% | 0.19% | $607.0万 | 1.5万股 | $57.9万 | 1,755股 | +1.3万股+732.14% | 加仓 |
 默沙东MRK |
| 1.72% | 1.47% | $566.2万 | 4.4万股 | $457.9万 | 4.4万股 | +559股+1.29% | 加仓 |
 迪士尼DIS |
| 1.68% | 2.02% | $554.4万 | 5.8万股 | $626.1万 | 5.5万股 | +2,566股+4.66% | 加仓 |
| SSPDR黄金信托GLD |
| 1.63% | 1.89% | $536.7万 | 1.5万股 | $587.1万 | 1.5万股 | -246股-1.66% | 减仓 |
 星巴克SBUX |
| 1.58% | 1.36% | $520.9万 | 5.1万股 | $422.2万 | 5.0万股 | +840股+1.68% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.58% | 2.05% | $520.6万 | 6.3万股 | $636.3万 | 6.8万股 | -5,277股-7.73% | 减仓 |
 雪佛龙CVX |
| 1.54% | 1.5% | $509.0万 | 3.1万股 | $465.0万 | 3.1万股 | +195股+0.64% | 加仓 |
 雷神技术RTX |
| 1.51% | 1.55% | $498.4万 | 2.6万股 | $482.4万 | 2.6万股 | -36股-0.14% | 减仓 |
 美国运通AXP |
| 1.45% | 1.74% | $478.8万 | 1.4万股 | $540.1万 | 1.5万股 | -446股-3.05% | 减仓 |
 甲骨文ORCL |
| 1.42% | 1.93% | $468.7万 | 3.2万股 | $599.3万 | 3.1万股 | +1,235股+4.02% | 加仓 |
 西方石油OXY |
| 1.38% | 1.23% | $454.6万 | 9.4万股 | $382.5万 | 9.3万股 | +592股+0.64% | 加仓 |
| C花旗集团C |
| 1.35% | 1.19% | $446.0万 | 3.2万股 | $369.4万 | 3.2万股 | +214股+0.68% | 加仓 |
 AMGEN COMAMGN |
| 1.24% | 1.19% | $407.9万 | 1.1万股 | $369.9万 | 1.1万股 | -37股-0.33% | 减仓 |
 可口可乐KO |
| 1.15% | 1.05% | $378.3万 | 4.7万股 | $325.7万 | 4.7万股 | -46股-0.10% | 减仓 |
 PAYPAL COMPYPL |
| 1.13% | 1.47% | $373.9万 | 8.7万股 | $455.8万 | 7.8万股 | +8,521股+10.91% | 加仓 |
 家得宝HD |
| 1.12% | 1.09% | $371.2万 | 1.1万股 | $338.5万 | 9,839股 | +685股+6.96% | 加仓 |
 威廉姆斯WMB |
| 1.12% | 0.99% | $368.6万 | 5.0万股 | $307.6万 | 5.1万股 | -1,593股-3.11% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.03% | 2.59% | $341.2万 | 7,566股 | $804.8万 | 1.3万股 | -5,737股-43.13% | 减仓 |
 第一资本COF |
| 1.03% | 1.33% | $339.2万 | 1.7万股 | $414.0万 | 1.7万股 | -172股-1.01% | 减仓 |
 阿里巴巴BABA |
| 1.02% | 1.76% | $337.7万 | 3.5万股 | $547.8万 | 3.7万股 | -2,192股-5.86% | 减仓 |
 NETFLIXNFLX |
| 0.99% | 0.55% | $325.6万 | 4.6万股 | $170.3万 | 1.8万股 | +2.7万股+151.02% | 加仓 |
 麦当劳MCD |
| 0.97% | 1.11% | $319.6万 | 1.2万股 | $346.3万 | 1.1万股 | +496股+4.38% | 加仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.96% | 0.53% | $316.8万 | 1.9万股 | $165.4万 | 2.0万股 | -860股-4.25% | 减仓 |
 百事可乐PEP |
| 0.92% | 0.97% | $303.2万 | 2.2万股 | $300.3万 | 2.1万股 | +1,472股+7.04% | 加仓 |
 宝洁PG |
| 0.89% | 0.85% | $293.4万 | 2.0万股 | $265.6万 | 1.9万股 | +1,475股+7.96% | 加仓 |
 优步UBER |
| 0.8% | 0.8% | $262.6万 | 3.6万股 | $248.4万 | 3.0万股 | +5,984股+19.68% | 加仓 |
 TARGET COMTGT |
| 0.78% | 0.63% | $258.7万 | 2.0万股 | $195.1万 | 2.0万股 | -159股-0.80% | 减仓 |
 百时美施贵宝BMY |
| 0.74% | 0.73% | $245.5万 | 4.3万股 | $225.3万 | 4.2万股 | +822股+1.97% | 加仓 |
 耐克NKE |
| 0.68% | 0.74% | $223.6万 | 5.4万股 | $229.0万 | 3.6万股 | +1.9万股+51.57% | 加仓 |
 金佰利KMB |
| 0.67% | 0.54% | $222.4万 | 2.0万股 | $168.7万 | 1.7万股 | +3,537股+21.16% | 加仓 |
 LOWES COS COMLOW |
| 0.67% | 0.42% | $221.5万 | 1.0万股 | $132.0万 | 5,474股 | +4,570股+83.49% | 加仓 |
 CELANESE DELCE |
| 0.62% | 0.42% | $205.8万 | 4.5万股 | $131.5万 | 3.1万股 | +1.4万股+43.89% | 加仓 |
