| HHONEYWELL AEROSPACE INCHONA |
| 10.75% | — | $4.21亿 | 190.3万股 | $0 | 0股 | +190.3万股 | 新买入 |
 微软MSFT |
| 4.54% | 5.48% | $1.78亿 | 47.7万股 | $1.76亿 | 47.6万股 | +345股+0.07% | 加仓 |
 苹果AAPL |
| 4.13% | 4.45% | $1.62亿 | 55.9万股 | $1.43亿 | 56.4万股 | -5,422股-0.96% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.73% | 2.72% | $1.07亿 | 30.2万股 | $8,756.5万 | 30.5万股 | -3,260股-1.07% | 减仓 |
 卡特彼勒CAT |
| 2.67% | 2.3% | $1.05亿 | 9.8万股 | $7,402.4万 | 10.4万股 | -6,244股-5.98% | 减仓 |
 摩根大通JPM |
| 2.65% | 2.87% | $1.04亿 | 31.7万股 | $9,215.3万 | 31.3万股 | +3,895股+1.24% | 加仓 |
| IIBMIBM |
| 2.58% | 2.67% | $1.01亿 | 36.0万股 | $8,592.5万 | 35.4万股 | +5,095股+1.44% | 加仓 |
 特灵科技TT |
| 2.55% | 2.71% | $9,961.6万 | 20.3万股 | $8,716.8万 | 20.9万股 | -6,350股-3.04% | 减仓 |
 康宁GLW |
| 2.52% | 1.67% | $9,858.0万 | 38.6万股 | $5,381.0万 | 39.6万股 | -9,814股-2.48% | 减仓 |
 亚马逊AMZN |
| 2.17% | 2.3% | $8,499.1万 | 35.7万股 | $7,390.3万 | 35.5万股 | +1,752股+0.49% | 加仓 |
 沃尔玛WMT |
| 2.09% | 2.88% | $8,197.3万 | 72.4万股 | $9,269.7万 | 74.6万股 | -2.2万股-2.96% | 减仓 |
 思科CSCO |
| 1.99% | 1.59% | $7,801.7万 | 66.4万股 | $5,099.6万 | 65.7万股 | +6,955股+1.06% | 加仓 |
 宝洁PG |
| 1.89% | 2.29% | $7,399.4万 | 50.5万股 | $7,357.7万 | 50.9万股 | -4,802股-0.94% | 减仓 |
 MCKESSON COMMCK |
| 1.83% | 2.76% | $7,159.3万 | 9.5万股 | $8,868.2万 | 10.2万股 | -7,730股-7.54% | 减仓 |
 霍尼韦尔HON |
| 1.59% | 2.71% | $6,202.1万 | 27.7万股 | $8,727.9万 | 38.6万股 | -10.9万股-28.26% | 减仓 |
 GE航空GE |
| 1.5% | 1.41% | $5,882.6万 | 15.7万股 | $4,541.3万 | 16.0万股 | -2,634股-1.65% | 减仓 |
 威瑞森VZ |
| 1.38% | 1.94% | $5,413.4万 | 127.9万股 | $6,251.1万 | 124.5万股 | +3.3万股+2.68% | 加仓 |
 马拉松石油MPC |
| 1.37% | 1.67% | $5,370.2万 | 21.0万股 | $5,358.0万 | 21.9万股 | -9,385股-4.28% | 减仓 |
 埃克森美孚XOM |
| 1.32% | 2.01% | $5,154.5万 | 37.7万股 | $6,472.6万 | 38.2万股 | -4,497股-1.18% | 减仓 |
 好事达ALL |
| 1.32% | 1.36% | $5,149.0万 | 21.6万股 | $4,375.1万 | 21.1万股 | +5,390股+2.55% | 加仓 |
 默沙东MRK |
| 1.26% | 1.42% | $4,912.9万 | 38.2万股 | $4,579.5万 | 38.1万股 | +1,623股+0.43% | 加仓 |
 艾伯维ABBV |
| 1.18% | 1.21% | $4,618.5万 | 18.4万股 | $3,878.4万 | 17.8万股 | +5,211股+2.92% | 加仓 |
| Q高通QCOM |
| 1.13% | 1.01% | $4,412.1万 | 23.9万股 | $3,254.8万 | 25.3万股 | -1.4万股-5.53% | 减仓 |
 金佰利KMB |
| 1.11% | 1.34% | $4,331.1万 | 39.5万股 | $4,316.2万 | 44.7万股 | -5.3万股-11.81% | 减仓 |
 伊顿ETN |
| 1.1% | 1.15% | $4,286.1万 | 10.1万股 | $3,711.1万 | 10.4万股 | -3,175股-3.06% | 减仓 |
 GE VernovaGEV |
| 1.08% | 0.99% | $4,245.1万 | 3.6万股 | $3,189.5万 | 3.7万股 | -406股-1.11% | 减仓 |
 谷歌AGOOGL |
| 1.08% | 1.06% | $4,225.7万 | 11.8万股 | $3,396.5万 | 11.8万股 | +131股+0.11% | 加仓 |
 AMGEN COMAMGN |
| 1.03% | 1.27% | $4,023.8万 | 11.1万股 | $4,073.2万 | 11.6万股 | -4,645股-4.01% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 1.02% | 1.45% | $4,000.4万 | 31.7万股 | $4,676.5万 | 33.6万股 | -1.9万股-5.64% | 减仓 |
 Meta平台META |
| 1.02% | 1.21% | $3,982.9万 | 7.1万股 | $3,896.6万 | 6.8万股 | +2,600股+3.82% | 加仓 |
 家得宝HD |
| 1.02% | 1.19% | $3,972.4万 | 11.3万股 | $3,841.3万 | 11.7万股 | -4,161股-3.56% | 减仓 |
 德州仪器TXN |
| 1% | 0.81% | $3,896.9万 | 13.1万股 | $2,611.4万 | 13.5万股 | -3,775股-2.81% | 减仓 |
 VisaV |
| 0.96% | 1.02% | $3,772.0万 | 11.0万股 | $3,294.7万 | 10.9万股 | +933股+0.86% | 加仓 |
 英伟达NVDA |
| 0.95% | 0.73% | $3,725.6万 | 18.6万股 | $2,350.4万 | 13.5万股 | +5.1万股+38.16% | 加仓 |
 ILLINOIS TOOLITW |
| 0.95% | 1.12% | $3,705.1万 | 13.7万股 | $3,613.8万 | 13.9万股 | -1,850股-1.33% | 减仓 |
 SYSCO COMSYY |
| 0.92% | 0.98% | $3,600.8万 | 43.1万股 | $3,162.8万 | 44.3万股 | -1.3万股-2.84% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.87% | 0.39% | $3,412.7万 | 7.9万股 | $1,259.2万 | 7.7万股 | +2,376股+3.10% | 加仓 |
 雪佛龙CVX |
| 0.86% | 1.33% | $3,378.9万 | 20.4万股 | $4,283.3万 | 20.7万股 | -3,185股-1.54% | 减仓 |
 礼来LLY |
| 0.82% | 0.78% | $3,215.3万 | 2.7万股 | $2,494.3万 | 2.7万股 | -315股-1.16% | 减仓 |
 雷神技术RTX |
| 0.82% | 1.03% | $3,211.6万 | 16.9万股 | $3,320.3万 | 17.2万股 | -2,852股-1.66% | 减仓 |
 百事可乐PEP |
| 0.8% | 1.12% | $3,120.9万 | 23.0万股 | $3,597.4万 | 23.2万股 | -1,170股-0.51% | 减仓 |
 强生JNJ |
| 0.73% | 0.87% | $2,871.0万 | 11.3万股 | $2,801.4万 | 11.5万股 | -1,567股-1.37% | 减仓 |
 台积电TSM |
| 0.72% | 0.57% | $2,835.0万 | 5.9万股 | $1,821.6万 | 5.4万股 | +5,462股+10.13% | 加仓 |
 辉瑞PFE |
| 0.68% | 0.98% | $2,646.1万 | 109.9万股 | $3,167.0万 | 112.8万股 | -2.9万股-2.57% | 减仓 |
 3M COMMMM |
| 0.67% | 0.76% | $2,617.9万 | 16.2万股 | $2,430.6万 | 16.7万股 | -5,678股-3.39% | 减仓 |
 麦当劳MCD |
| 0.65% | 0.91% | $2,548.1万 | 9.4万股 | $2,939.3万 | 9.5万股 | -311股-0.33% | 减仓 |
 捷普JBL |
| 0.63% | 0.52% | $2,474.6万 | 6.4万股 | $1,688.6万 | 6.4万股 | +626股+0.98% | 加仓 |
 百时美施贵宝BMY |
| 0.61% | 0.81% | $2,376.0万 | 41.2万股 | $2,615.0万 | 43.1万股 | -1.9万股-4.36% | 减仓 |
 TJXTJX |
| 0.59% | 0.82% | $2,319.2万 | 15.3万股 | $2,637.2万 | 16.5万股 | -1.2万股-7.30% | 减仓 |
 可口可乐KO |
| 0.56% | 0.65% | $2,178.4万 | 26.8万股 | $2,076.7万 | 27.3万股 | -5,027股-1.84% | 减仓 |
