 苹果AAPL |
| 8.77% | 8.27% | $2,662.0万 | 11.4万股 | $2,449.8万 | 11.6万股 | -2,063股-1.77% | 减仓 |
| B纽约梅隆银行BK |
| 7.84% | 6.82% | $2,378.6万 | 33.1万股 | $2,020.6万 | 33.7万股 | -6,377股-1.89% | 减仓 |
 应用材料AMAT |
| 7.77% | 9.69% | $2,356.4万 | 11.7万股 | $2,870.8万 | 12.2万股 | -5,027股-4.13% | 减仓 |
 AMGEN COMAMGN |
| 6.89% | 7.08% | $2,089.5万 | 6.5万股 | $2,095.7万 | 6.7万股 | -2,224股-3.32% | 减仓 |
 美敦力MDT |
| 5.87% | 5.05% | $1,780.4万 | 19.8万股 | $1,496.6万 | 19.0万股 | +7,612股+4.00% | 加仓 |
 CVS健康CVS |
| 5.63% | 5.47% | $1,706.6万 | 27.1万股 | $1,620.3万 | 27.4万股 | -2,933股-1.07% | 减仓 |
 BORGWARNERBWA |
| 5.52% | 4.8% | $1,674.6万 | 46.1万股 | $1,422.6万 | 44.1万股 | +2.0万股+4.58% | 加仓 |
| RROBERT HALFRHI |
| 5.2% | 4.75% | $1,577.1万 | 23.4万股 | $1,407.7万 | 22.0万股 | +1.4万股+6.33% | 加仓 |
 联合包裹UPSUPS |
| 4.91% | 4.66% | $1,488.9万 | 10.9万股 | $1,379.6万 | 10.1万股 | +8,393股+8.33% | 加仓 |
| IiShares白银信托SLV |
| 4.51% | 4.39% | $1,367.0万 | 48.1万股 | $1,300.7万 | 49.0万股 | -8,351股-1.71% | 减仓 |
 嘉信理财SCHW |
| 4.5% | 4.76% | $1,364.5万 | 21.1万股 | $1,410.9万 | 19.1万股 | +1.9万股+9.96% | 加仓 |
 ON SEMICONDUCTOR COMON |
| 3.61% | 3.54% | $1,094.5万 | 15.1万股 | $1,048.2万 | 15.3万股 | -2,185股-1.43% | 减仓 |
 滨特尔PNR |
| 2.46% | 3.72% | $745.9万 | 7.6万股 | $1,101.8万 | 14.4万股 | -6.7万股-46.93% | 减仓 |
 迪尔DE |
| 2.41% | 2.18% | $730.9万 | 1.8万股 | $644.8万 | 1.7万股 | +255股+1.48% | 加仓 |
 卡特彼勒CAT |
| 2.36% | 2.16% | $716.1万 | 1.8万股 | $640.5万 | 1.9万股 | -918股-4.77% | 减仓 |
 捷迈邦美ZBH |
| 2.35% | 2% | $713.7万 | 6.6万股 | $592.7万 | 5.5万股 | +1.1万股+21.05% | 加仓 |
 礼来LLY |
| 2.28% | 2.39% | $693.2万 | 7,824股 | $708.4万 | 7,824股 | 00.00% | 持仓不变 |
 纽柯钢铁NUE |
| 2.26% | 2.49% | $686.0万 | 4.6万股 | $737.9万 | 4.7万股 | -1,050股-2.25% | 减仓 |
 VisaV |
| 2.1% | 0.11% | $636.3万 | 2.3万股 | $32.5万 | 1,237股 | +2.2万股+1,770.74% | 加仓 |
 英特尔INTC |
| 1.78% | 2.44% | $540.9万 | 23.1万股 | $722.6万 | 23.3万股 | -2,787股-1.19% | 减仓 |
 斯伦贝谢SLB |
| 1.32% | 1.53% | $400.0万 | 9.5万股 | $451.7万 | 9.6万股 | -410股-0.43% | 减仓 |
| K家乐氏K |
| 1.04% | 0.81% | $316.8万 | 3.9万股 | $240.1万 | 4.2万股 | -2,373股-5.70% | 减仓 |
| AAT&TT |
| 0.89% | 0.84% | $270.4万 | 12.3万股 | $249.7万 | 13.1万股 | -7,758股-5.94% | 减仓 |
 华纳兄弟探索WBD |
| 0.86% | 0.81% | $260.5万 | 31.6万股 | $240.2万 | 32.3万股 | -7,177股-2.22% | 减仓 |
 艾利丹尼森AVY |
| 0.63% | 0.67% | $190.2万 | 8,614股 | $197.5万 | 9,031股 | -417股-4.62% | 减仓 |
 REDDIT CL ARDDT |
| 0.58% | — | $175.4万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 微软MSFT |
| 0.52% | 0.57% | $158.2万 | 3,676股 | $169.5万 | 3,792股 | -116股-3.06% | 减仓 |
 宝洁PG |
| 0.5% | 0.49% | $150.3万 | 8,676股 | $144.6万 | 8,766股 | -90股-1.03% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.4% | $136.5万 | 2,965股 | $119.4万 | 2,936股 | +29股+0.99% | 加仓 |
 亚马逊AMZN |
| 0.36% | 0.37% | $108.0万 | 5,797股 | $108.7万 | 5,626股 | +171股+3.04% | 加仓 |
| IiShares安硕信托IVV |
| 0.3% | 0.39% | $91.8万 | 1,592股 | $115.3万 | 2,107股 | -515股-24.44% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.29% | 0.36% | $89.4万 | 7,050股 | $106.9万 | 7,050股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.28% | 0.32% | $85.9万 | 5,177股 | $94.1万 | 5,167股 | +10股+0.19% | 加仓 |
 英伟达NVDA |
| 0.28% | 0.29% | $84.0万 | 6,913股 | $86.9万 | 7,031股 | -118股-1.68% | 减仓 |
 REAVES UTIL INCOME FDUTG |
| 0.26% | 0.22% | $79.9万 | 2.4万股 | $66.5万 | 2.4万股 | 00.00% | 持仓不变 |
| GGitLabGTLB |
| 0.24% | 0.24% | $73.1万 | 1.4万股 | $70.6万 | 1.4万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 0.21% | 0.2% | $64.0万 | 1.1万股 | $58.4万 | 1.0万股 | +445股+4.32% | 加仓 |
 WEYERHAEUSERWY |
| 0.18% | 0.16% | $55.2万 | 1.6万股 | $48.7万 | 1.7万股 | -873股-5.09% | 减仓 |
 沃尔玛WMT |
| 0.18% | 0.15% | $54.0万 | 6,684股 | $45.1万 | 6,663股 | +21股+0.32% | 加仓 |
| G通用动力VTI |
| 0.18% | 0.17% | $53.8万 | 1,899股 | $50.4万 | 1,884股 | +15股+0.80% | 加仓 |
 家得宝HD |
| 0.14% | 0.13% | $43.9万 | 1,084股 | $37.4万 | 1,085股 | -1股-0.09% | 减仓 |
 Meta平台META |
| 0.13% | 0.12% | $38.3万 | 669股 | $35.7万 | 708股 | -39股-5.51% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.12% | 0.14% | $37.8万 | 2,259股 | $41.4万 | 2,259股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.11% | 0.12% | $33.6万 | 379股 | $34.4万 | 405股 | -26股-6.42% | 减仓 |
 TJXTJX |
| 0.11% | 0.1% | $32.1万 | 2,729股 | $30.0万 | 2,729股 | 00.00% | 持仓不变 |
 NORFOLK SOUTHN COMNSC |
| 0.1% | 0.09% | $30.1万 | 1,213股 | $26.0万 | 1,213股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.1% | 0.1% | $29.1万 | 6,081股 | $28.9万 | 6,610股 | -529股-8.00% | 减仓 |
 雷神技术RTX |
| 0.09% | 0.09% | $27.4万 | 2,264股 | $25.8万 | 2,570股 | -306股-11.91% | 减仓 |
 百事可乐PEP |
| 0.09% | 0.09% | $27.2万 | 1,597股 | $27.5万 | 1,669股 | -72股-4.31% | 减仓 |
 SEMPRA COMSRE |
| 0.09% | 0.08% | $26.2万 | 3,130股 | $23.8万 | 3,130股 | 00.00% | 持仓不变 |
