| Q高通QCOM |
| 8.82% | 7.89% | $1.94亿 | 105.0万股 | $1.79亿 | 139.3万股 | -34.3万股-24.63% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 8.3% | 8.8% | $1.83亿 | 36.5万股 | $2.00亿 | 41.7万股 | -5.3万股-12.59% | 减仓 |
 Meta平台META |
| 7.76% | 6.44% | $1.71亿 | 30.3万股 | $1.46亿 | 25.6万股 | +4.7万股+18.43% | 加仓 |
 惠普HPQ |
| 7.46% | 7.15% | $1.64亿 | 747.5万股 | $1.63亿 | 845.9万股 | -98.5万股-11.64% | 减仓 |
 应用材料AMAT |
| 5.81% | 6.3% | $1.28亿 | 17.7万股 | $1.43亿 | 41.9万股 | -24.2万股-57.78% | 减仓 |
 美国运通AXP |
| 5.78% | 4.18% | $1.27亿 | 37.6万股 | $9,503.7万 | 31.4万股 | +6.1万股+19.52% | 加仓 |
| CCIGNALIBD |
| 5.57% | 4.59% | $1.22亿 | 44.4万股 | $1.04亿 | 39.1万股 | +5.3万股+13.62% | 加仓 |
 阿默普莱斯AMP |
| 5.49% | 5.82% | $1.21亿 | 26.3万股 | $1.32亿 | 29.8万股 | -3.5万股-11.66% | 减仓 |
 CSX铁路CSX |
| 5.46% | 6.48% | $1.20亿 | 252.7万股 | $1.47亿 | 358.7万股 | -106.0万股-29.55% | 减仓 |
 谷歌AGOOGL |
| 5.36% | 4.72% | $1.18亿 | 33.0万股 | $1.07亿 | 37.3万股 | -4.4万股-11.68% | 减仓 |
 联合包裹UPSUPS |
| 4.74% | 4.75% | $1.04亿 | 97.0万股 | $1.08亿 | 109.8万股 | -12.9万股-11.71% | 减仓 |
 LOWES COS COMLOW |
| 4.67% | 5.48% | $1.03亿 | 46.5万股 | $1.24亿 | 52.7万股 | -6.1万股-11.67% | 减仓 |
 KROGER COMKR |
| 4.5% | 4.83% | $9,887.3万 | 178.1万股 | $1.10亿 | 151.6万股 | +26.5万股+17.48% | 加仓 |
 联合太平洋铁路UNP |
| 4.32% | 5.59% | $9,497.5万 | 34.9万股 | $1.27亿 | 52.4万股 | -17.4万股-33.32% | 减仓 |
 HCA医疗HCA |
| 4.12% | 3.59% | $9,064.4万 | 23.2万股 | $8,162.2万 | 17.2万股 | +6.0万股+34.79% | 加仓 |
 Elevance健康ELV |
| 4.04% | 3.35% | $8,894.3万 | 23.0万股 | $7,616.3万 | 26.0万股 | -3.0万股-11.60% | 减仓 |
 AFLAC COMAFL |
| 2.74% | 2.77% | $6,019.1万 | 51.3万股 | $6,303.1万 | 57.5万股 | -6.1万股-10.64% | 减仓 |
 ZOETIS CL AZTS |
| 1.95% | 3.51% | $4,287.9万 | 59.7万股 | $7,981.2万 | 67.5万股 | -7.8万股-11.62% | 减仓 |
 纽蒙特NEM |
| 1.9% | 2.28% | $4,183.6万 | 44.8万股 | $5,191.2万 | 48.0万股 | -3.2万股-6.60% | 减仓 |
 SERVICE INTLSCI |
| 1.14% | 1.36% | $2,516.4万 | 33.1万股 | $3,093.7万 | 37.5万股 | -4.4万股-11.64% | 减仓 |
 英特尔INTC |
| 0.01% | <0.01% | $16.1万 | 1,150股 | $8.8万 | 2,000股 | -850股-42.50% | 减仓 |
 洛克希德马丁LMT |
| 0.01% | 0.01% | $16.0万 | 315股 | $19.1万 | 315股 | 00.00% | 持仓不变 |
 VisaV |
| 0.01% | 0.01% | $15.4万 | 450股 | $22.7万 | 750股 | -300股-40.00% | 减仓 |
 美国合众银行USB |
| 0.01% | 0.01% | $15.1万 | 2,500股 | $13.0万 | 2,500股 | 00.00% | 持仓不变 |
 通用动力GD |
| 0.01% | 0.01% | $14.2万 | 400股 | $13.7万 | 400股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.01% | <0.01% | $12.8万 | 307股 | $8.3万 | 307股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.01% | 0.01% | $11.9万 | 470股 | $11.5万 | 470股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.01% | <0.01% | $11.9万 | 240股 | $8.6万 | 240股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.01% | 0.01% | $11.2万 | 375股 | $12.6万 | 650股 | -275股-42.31% | 减仓 |
 穆迪MCO |
| 0.01% | <0.01% | $11.1万 | 245股 | $10.7万 | 245股 | 00.00% | 持仓不变 |
| SSONY SPONSORED ADRSONY |
| 0.01% | 0.01% | $11.0万 | 5,500股 | $11.4万 | 5,500股 | 00.00% | 持仓不变 |
 莫德纳MRNA |
| <0.01% | <0.01% | $10.4万 | 1,490股 | $5.0万 | 990股 | +500股+50.51% | 加仓 |
 高盛GS |
| <0.01% | <0.01% | $10.1万 | 100股 | $8.5万 | 100股 | 00.00% | 持仓不变 |
| B百度BIDU |
| <0.01% | <0.01% | $9.7万 | 850股 | $9.5万 | 850股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| <0.01% | <0.01% | $9.6万 | 4,000股 | $11.2万 | 4,000股 | 00.00% | 持仓不变 |
 NORTHROP GRUMMAN COMNOC |
| <0.01% | 0.01% | $9.2万 | 180股 | $12.3万 | 180股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| <0.01% | <0.01% | $8.0万 | 160股 | $7.9万 | 160股 | 00.00% | 持仓不变 |
 JINKOSOLAR SPADR (REPR. 4 SHS)JKS |
| <0.01% | <0.01% | $5.4万 | 3,200股 | $8.1万 | 3,200股 | 00.00% | 持仓不变 |
