 博通AVGO |
| 5.05% | 4.39% | $860.7万 | 2.3万股 | $662.4万 | 2.3万股 | +215股+0.95% | 加仓 |
 谷歌AGOOGL |
| 5.05% | 4.32% | $859.4万 | 2.4万股 | $651.0万 | 2.4万股 | +244股+1.03% | 加仓 |
 微软MSFT |
| 4.16% | 4.47% | $709.3万 | 1.9万股 | $674.5万 | 1.9万股 | +221股+1.18% | 加仓 |
 摩根大通JPM |
| 3.67% | 3.57% | $625.2万 | 1.9万股 | $537.6万 | 1.9万股 | +173股+0.91% | 加仓 |
 苹果AAPL |
| 3.64% | 3.47% | $620.1万 | 2.1万股 | $523.1万 | 2.1万股 | +228股+1.08% | 加仓 |
 伊顿ETN |
| 3.5% | 3.17% | $595.8万 | 1.4万股 | $477.2万 | 1.4万股 | +105股+0.76% | 加仓 |
| BBANK OF AMERBAC |
| 3.47% | 3.22% | $591.4万 | 10.4万股 | $485.5万 | 10.3万股 | +978股+0.95% | 加仓 |
 思科CSCO |
| 3.19% | 2.42% | $542.9万 | 4.6万股 | $365.0万 | 4.7万股 | -1,228股-2.59% | 减仓 |
 礼来LLY |
| 2.99% | 2.48% | $509.5万 | 4,248股 | $373.4万 | 4,214股 | +34股+0.81% | 加仓 |
 亚马逊AMZN |
| 2.83% | 2.56% | $482.4万 | 2.0万股 | $385.3万 | 1.9万股 | +1,043股+5.43% | 加仓 |
 阿斯麦ASML |
| 2.83% | 1.98% | $482.2万 | 2,424股 | $299.1万 | 2,383股 | +41股+1.72% | 加仓 |
| WWisdomTree信托DGRW |
| 2.8% | 2.13% | $476.2万 | 5.0万股 | $321.4万 | 3.7万股 | +1.2万股+32.88% | 加仓 |
 英伟达NVDA |
| 2.78% | 2.15% | $472.7万 | 2.4万股 | $324.5万 | 2.0万股 | +3,950股+20.08% | 加仓 |
 好市多COST |
| 2.69% | 3.23% | $458.1万 | 4,897股 | $486.6万 | 4,875股 | +22股+0.45% | 加仓 |
 ANALOG DEVICES COMADI |
| 2.52% | 2.15% | $428.7万 | 1.1万股 | $324.0万 | 1.1万股 | +100股+0.94% | 加仓 |
 万事达MA |
| 2.5% | 2.69% | $426.1万 | 8,297股 | $406.3万 | 8,231股 | +66股+0.80% | 加仓 |
 VALERO ENERGY COMVLO |
| 2.06% | 2.62% | $351.1万 | 1.3万股 | $394.4万 | 1.6万股 | -2,242股-14.26% | 减仓 |
| N新纪元能源NEE |
| 2.04% | 2.38% | $346.8万 | 4.0万股 | $358.9万 | 3.9万股 | +545股+1.40% | 加仓 |
 Meta平台META |
| 2% | 1.8% | $341.0万 | 6,054股 | $271.9万 | 5,068股 | +986股+19.46% | 加仓 |
 可口可乐KO |
| 1.94% | 2.04% | $330.0万 | 4.1万股 | $308.3万 | 4.0万股 | +203股+0.50% | 加仓 |
 强生JNJ |
| 1.92% | 2.34% | $327.1万 | 1.3万股 | $352.8万 | 1.5万股 | -1,675股-11.51% | 减仓 |
 贝莱德·INC COMBLK |
| 1.91% | 2.07% | $324.5万 | 3,375股 | $311.5万 | 3,337股 | +38股+1.14% | 加仓 |
 美国合众银行USB |
| 1.78% | 1.66% | $302.4万 | 5.0万股 | $249.8万 | 4.9万股 | +924股+1.88% | 加仓 |
 TJXTJX |
| 1.77% | 2.03% | $300.8万 | 2.0万股 | $306.8万 | 2.0万股 | +177股+0.90% | 加仓 |
 德州仪器TXN |
| 1.76% | 1.24% | $300.4万 | 1.0万股 | $186.9万 | 9,997股 | +80股+0.80% | 加仓 |
| IISHARES MSCI EUROPE FINANCIALS ETFEUFN |
| 1.72% | 1.68% | $293.6万 | 7.5万股 | $253.2万 | 7.6万股 | -414股-0.55% | 减仓 |
 麦当劳MCD |
| 1.65% | 1.8% | $280.9万 | 1.0万股 | $271.0万 | 8,781股 | +1,609股+18.32% | 加仓 |
 家得宝HD |
| 1.58% | 1.39% | $270.0万 | 7,655股 | $209.4万 | 6,479股 | +1,176股+18.15% | 加仓 |
 沃尔玛WMT |
| 1.56% | 1.77% | $266.0万 | 2.3万股 | $267.5万 | 2.2万股 | +1,841股+8.51% | 加仓 |
 CSX铁路CSX |
| 1.5% | 1.41% | $255.9万 | 5.4万股 | $211.9万 | 5.3万股 | +567股+1.06% | 加仓 |
 雪佛龙CVX |
| 1.47% | 2.1% | $250.9万 | 1.5万股 | $316.9万 | 1.5万股 | +86股+0.57% | 加仓 |
 AMGEN COMAMGN |
| 1.46% | 1.57% | $249.0万 | 6,877股 | $236.8万 | 6,804股 | +73股+1.07% | 加仓 |
| T赛默飞世尔TMO |
| 1.38% | 1.47% | $234.8万 | 4,684股 | $221.6万 | 4,631股 | +53股+1.14% | 加仓 |
 空气化工APD |
| 1.21% | 1.35% | $206.5万 | 7,042股 | $202.8万 | 6,958股 | +84股+1.21% | 加仓 |
 GE航空GE |
| 1.2% | 0.79% | $203.8万 | 5,452股 | $119.2万 | 4,383股 | +1,069股+24.39% | 加仓 |
 联合太平洋铁路UNP |
| 1.18% | 1.16% | $201.4万 | 7,403股 | $174.7万 | 7,318股 | +85股+1.16% | 加仓 |
 史赛克SYK |
| 1.08% | 1.25% | $184.0万 | 5,843股 | $189.0万 | 5,769股 | +74股+1.28% | 加仓 |
| Q高通QCOM |
| 1.07% | 0.82% | $182.4万 | 9,871股 | $124.3万 | 9,777股 | +94股+0.96% | 加仓 |
 芝加哥商品交易所CME |
| 1.04% | 1.55% | $177.4万 | 8,032股 | $233.5万 | 7,854股 | +178股+2.27% | 加仓 |
 美敦力MDT |
| 0.97% | 1.18% | $165.5万 | 2.1万股 | $178.6万 | 2.1万股 | +290股+1.39% | 加仓 |
 NVENT ELECTRICNVT |
| 0.97% | 0.73% | $165.1万 | 9,732股 | $110.5万 | 9,781股 | -49股-0.50% | 减仓 |
 默沙东MRK |
| 0.9% | 0.94% | $153.8万 | 1.2万股 | $142.1万 | 1.2万股 | -76股-0.63% | 减仓 |
 星巴克SBUX |
| 0.83% | 0.81% | $141.5万 | 1.4万股 | $122.4万 | 1.4万股 | -289股-2.04% | 减仓 |
 SAP SPON ADRSAP |
| 0.77% | 0.9% | $131.3万 | 8,520股 | $136.4万 | 8,103股 | +417股+5.15% | 加仓 |
 埃森哲ACN |
| 0.77% | 1.41% | $130.8万 | 1.1万股 | $212.5万 | 1.1万股 | -243股-2.26% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.55% | 0.62% | $93.8万 | 4,651股 | $93.0万 | 4,679股 | -28股-0.60% | 减仓 |
 诺和诺德NVO |
| 0.52% | 0.43% | $87.9万 | 1.8万股 | $64.7万 | 1.8万股 | -66股-0.36% | 减仓 |
| SSANOFI SPONSORED ADRSNY |
| 0.51% | 0.64% | $87.3万 | 2.0万股 | $95.9万 | 2.1万股 | -89股-0.43% | 减仓 |
 BANCO SANTANDER ADRSAN |
| 0.5% | 0.45% | $85.5万 | 6.2万股 | $67.1万 | 6.2万股 | -241股-0.39% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.49% | 0.53% | $83.5万 | 1.4万股 | $79.2万 | 1.4万股 | -49股-0.36% | 减仓 |
