 英伟达NVDA |
| 6.5% | 6.47% | $1,666.7万 | 8.3万股 | $1,537.5万 | 8.8万股 | -4,860股-5.51% | 减仓 |
 苹果AAPL |
| 5.8% | 5.66% | $1,489.2万 | 5.1万股 | $1,346.4万 | 5.3万股 | -1,583股-2.98% | 减仓 |
 微软MSFT |
| 5.05% | 5.02% | $1,294.9万 | 3.5万股 | $1,192.1万 | 3.2万股 | +2,509股+7.79% | 加仓 |
 亚马逊AMZN |
| 3.72% | 3.76% | $953.2万 | 4.0万股 | $894.5万 | 4.3万股 | -2,952股-6.87% | 减仓 |
 谷歌AGOOGL |
| 3.22% | 3.09% | $826.3万 | 2.3万股 | $733.7万 | 2.6万股 | -2,391股-9.37% | 减仓 |
 博通AVGO |
| 2.8% | 2.33% | $718.7万 | 1.9万股 | $553.6万 | 1.8万股 | +1,139股+6.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.56% | 2.37% | $655.6万 | 1.9万股 | $562.2万 | 2.0万股 | -1,041股-5.31% | 减仓 |
 卡特彼勒CAT |
| 2.23% | 1.83% | $572.7万 | 5,378股 | $435.9万 | 6,153股 | -775股-12.60% | 减仓 |
 摩根大通JPM |
| 2.07% | 1.97% | $531.1万 | 1.6万股 | $467.9万 | 1.6万股 | +319股+2.01% | 加仓 |
 埃克森美孚XOM |
| 2.07% | 2.73% | $530.4万 | 3.9万股 | $648.3万 | 3.8万股 | +579股+1.52% | 加仓 |
 联合太平洋铁路UNP |
| 1.76% | 1.67% | $451.8万 | 1.7万股 | $396.4万 | 1.6万股 | +270股+1.65% | 加仓 |
| CCNB FINL PACCNE |
| 1.73% | 1.64% | $444.1万 | 13.2万股 | $389.7万 | 13.5万股 | -2,801股-2.08% | 减仓 |
| G通用动力VTI |
| 1.53% | 1.44% | $393.4万 | 1.1万股 | $341.1万 | 1.1万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.48% | 1.35% | $379.8万 | 1.1万股 | $321.2万 | 1.1万股 | +445股+4.19% | 加仓 |
 特斯拉TSLA |
| 1.45% | 1.47% | $372.9万 | 8,865股 | $348.2万 | 9,367股 | -502股-5.36% | 减仓 |
 艾伯维ABBV |
| 1.42% | 1.31% | $365.5万 | 1.5万股 | $311.4万 | 1.4万股 | +208股+1.45% | 加仓 |
 Meta平台META |
| 1.36% | 1.5% | $349.9万 | 6,212股 | $357.1万 | 6,242股 | -30股-0.48% | 减仓 |
 雷神技术RTX |
| 1.29% | 1.39% | $330.8万 | 1.7万股 | $330.8万 | 1.7万股 | +286股+1.67% | 加仓 |
 泛林集团LRCX |
| 1.23% | 0.82% | $316.0万 | 7,293股 | $194.8万 | 9,116股 | -1,823股-20.00% | 减仓 |
 思科CSCO |
| 1.22% | 0.91% | $311.7万 | 2.7万股 | $217.1万 | 2.8万股 | -1,445股-5.16% | 减仓 |
 家得宝HD |
| 1.18% | 1.1% | $303.9万 | 8,616股 | $262.3万 | 7,976股 | +640股+8.02% | 加仓 |
 好市多COST |
| 1.15% | 1.3% | $295.6万 | 3,160股 | $308.8万 | 3,099股 | +61股+1.97% | 加仓 |
 默沙东MRK |
| 1.11% | 1.08% | $284.8万 | 2.2万股 | $257.6万 | 2.1万股 | +751股+3.51% | 加仓 |
 沃尔玛WMT |
| 1.03% | 1.2% | $263.1万 | 2.3万股 | $285.5万 | 2.3万股 | +258股+1.12% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.95% | 0.81% | $244.1万 | 4,879股 | $192.0万 | 4,007股 | +872股+21.76% | 加仓 |
 宝洁PG |
| 0.94% | 0.97% | $241.5万 | 1.6万股 | $231.2万 | 1.6万股 | +462股+2.89% | 加仓 |
 伊顿ETN |
| 0.92% | 0.8% | $235.4万 | 5,524股 | $191.3万 | 5,348股 | +176股+3.29% | 加仓 |
 礼来LLY |
| 0.91% | 0.63% | $233.4万 | 1,946股 | $148.9万 | 1,619股 | +327股+20.20% | 加仓 |
| IiShares安硕信托IVV |
| 0.87% | 0.82% | $223.6万 | 2,986股 | $195.0万 | 2,986股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.76% | 0.9% | $195.8万 | 7,245股 | $213.2万 | 6,861股 | +384股+5.60% | 加仓 |
 阿默普莱斯AMP |
| 0.76% | 0.75% | $194.3万 | 4,235股 | $178.0万 | 4,006股 | +229股+5.72% | 加仓 |
 可口可乐KO |
| 0.73% | 0.76% | $188.5万 | 2.3万股 | $180.8万 | 2.4万股 | -581股-2.44% | 减仓 |
 强生JNJ |
| 0.73% | 0.77% | $187.2万 | 7,372股 | $183.9万 | 7,522股 | -150股-1.99% | 减仓 |
 PALO ALTOPANW |
| 0.72% | 0.42% | $184.2万 | 5,402股 | $99.8万 | 6,224股 | -822股-13.21% | 减仓 |
 雪佛龙CVX |
| 0.68% | 0.92% | $173.5万 | 1.0万股 | $218.3万 | 1.1万股 | -83股-0.79% | 减仓 |
 BOOKING COMBKNG |
| 0.67% | 0.49% | $171.6万 | 9,625股 | $116.2万 | 276股 | +9,349股+3,387.32% | 加仓 |
 百事可乐PEP |
| 0.64% | 0.74% | $163.5万 | 1.2万股 | $176.1万 | 1.1万股 | +735股+6.48% | 加仓 |
 CHUBB LIMITEDCB |
| 0.63% | 0.61% | $161.9万 | 4,751股 | $146.0万 | 4,478股 | +273股+6.10% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.61% | 0.59% | $157.3万 | 2,107股 | $140.3万 | 2,158股 | -51股-2.36% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.55% | 0.77% | $140.1万 | 2,750股 | $183.7万 | 2,693股 | +57股+2.12% | 加仓 |
| T赛默飞世尔TMO |
| 0.54% | 0.5% | $139.6万 | 2,785股 | $118.3万 | 2,406股 | +379股+15.75% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.54% | 0.47% | $139.6万 | 5,670股 | $112.3万 | 5,398股 | +272股+5.04% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.51% | 0.54% | $130.3万 | 6,462股 | $128.5万 | 6,147股 | +315股+5.12% | 加仓 |
| IiShares安硕信托IVW |
| 0.5% | 0.45% | $129.3万 | 9,400股 | $106.3万 | 9,400股 | 00.00% | 持仓不变 |
 康菲石油COP |
| 0.5% | 0.66% | $127.1万 | 1.2万股 | $156.1万 | 1.2万股 | +400股+3.38% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.47% | 0.48% | $120.3万 | 6,648股 | $113.8万 | 6,880股 | -232股-3.37% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.46% | 0.45% | $117.8万 | 1.4万股 | $106.2万 | 1.4万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.45% | 0.63% | $115.4万 | 2,902股 | $150.2万 | 3,258股 | -356股-10.93% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.44% | 0.46% | $113.5万 | 1.2万股 | $108.9万 | 1.2万股 | +4股+0.03% | 加仓 |
 赛富时CRM |
| 0.43% | 0.46% | $109.5万 | 6,988股 | $110.4万 | 5,914股 | +1,074股+18.16% | 加仓 |
