 Genuine Parts Co ComGPC |
| 9.09% | — | $1,886.4万 | 16.0万股 | $0 | 0股 | +16.0万股 | 新买入 |
 苹果AAPL |
| 8.18% | 8.16% | $1,698.4万 | 5.9万股 | $1,795.3万 | 7.1万股 | -1.2万股-17.03% | 减仓 |
 微软MSFT |
| 6.93% | 7.32% | $1,438.7万 | 3.9万股 | $1,608.9万 | 4.3万股 | -4,896股-11.26% | 减仓 |
 英特尔INTC |
| 6.84% | 2.52% | $1,419.1万 | 10.2万股 | $553.6万 | 12.5万股 | -2.4万股-18.98% | 减仓 |
 卡特彼勒CAT |
| 4.03% | 3.12% | $835.8万 | 7,849股 | $685.2万 | 9,672股 | -1,823股-18.85% | 减仓 |
 甲骨文ORCL |
| 3.62% | 4.08% | $752.5万 | 5.1万股 | $897.2万 | 6.1万股 | -9,639股-15.81% | 减仓 |
 强生JNJ |
| 3.5% | 3.62% | $726.7万 | 2.9万股 | $795.5万 | 3.3万股 | -3,927股-12.07% | 减仓 |
 思科CSCO |
| 3.44% | 2.58% | $714.9万 | 6.1万股 | $566.7万 | 7.3万股 | -1.2万股-16.67% | 减仓 |
 台积电TSM |
| 3.36% | 2.55% | $698.0万 | 1.5万股 | $560.7万 | 1.7万股 | -1,975股-11.90% | 减仓 |
 应用材料AMAT |
| 3.28% | 1.72% | $680.0万 | 9,405股 | $377.8万 | 1.1万股 | -1,650股-14.93% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.98% | 2.58% | $619.5万 | 1.8万股 | $567.6万 | 2.0万股 | -2,252股-11.38% | 减仓 |
 通用动力GD |
| 2.59% | 2.92% | $538.2万 | 1.5万股 | $641.9万 | 1.9万股 | -3,510股-18.77% | 减仓 |
 史赛克SYK |
| 2.43% | 2.67% | $505.3万 | 1.6万股 | $588.2万 | 1.8万股 | -1,850股-10.34% | 减仓 |
 可口可乐KO |
| 2.38% | 2.49% | $493.6万 | 6.1万股 | $548.0万 | 7.2万股 | -1.1万股-15.71% | 减仓 |
 雪佛龙CVX |
| 2.24% | 2.7% | $464.1万 | 2.8万股 | $594.3万 | 2.9万股 | -729股-2.54% | 减仓 |
 百事可乐PEP |
| 2.11% | 2.54% | $438.0万 | 3.2万股 | $559.4万 | 3.6万股 | -3,671股-10.19% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.02% | 1.99% | $419.9万 | 8,392股 | $438.3万 | 9,147股 | -755股-8.25% | 减仓 |
 英伟达NVDA |
| 2% | 2.25% | $415.3万 | 2.1万股 | $494.3万 | 2.8万股 | -7,587股-26.77% | 减仓 |
 谷歌AGOOGL |
| 1.92% | 1.38% | $399.6万 | 1.1万股 | $303.5万 | 1.1万股 | +626股+5.93% | 加仓 |
| IIBMIBM |
| 1.75% | 1.73% | $362.8万 | 1.3万股 | $381.5万 | 1.6万股 | -2,840股-18.04% | 减仓 |
 WILLIAMS SONOMAWSM |
| 1.58% | 1.39% | $327.3万 | 1.4万股 | $305.4万 | 1.7万股 | -2,710股-16.18% | 减仓 |
 星巴克SBUX |
| 1.36% | 1.35% | $282.0万 | 2.8万股 | $297.5万 | 3.3万股 | -5,615股-16.91% | 减仓 |
 宝洁PG |
| 1.34% | 1.26% | $277.4万 | 1.9万股 | $276.2万 | 1.9万股 | -200股-1.05% | 减仓 |
 财捷INTU |
| 1.18% | 1.87% | $244.6万 | 9,371股 | $411.7万 | 9,521股 | -150股-1.58% | 减仓 |
 FERRARI COMRACE |
| 1.13% | 1.12% | $235.3万 | 6,319股 | $247.0万 | 7,297股 | -978股-13.40% | 减仓 |
 埃克森美孚XOM |
| 1.13% | 1.32% | $234.5万 | 1.7万股 | $291.0万 | 1.7万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 1.13% | 0.44% | $233.7万 | 4,023股 | $97.1万 | 4,773股 | -750股-15.71% | 减仓 |
 默沙东MRK |
| 0.85% | 1.14% | $177.2万 | 1.4万股 | $250.5万 | 2.1万股 | -7,032股-33.77% | 减仓 |
 美光科技MU |
| 0.84% | 0.62% | $175.1万 | 1,517股 | $135.7万 | 4,017股 | -2,500股-62.24% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.83% | 0.76% | $172.5万 | 7,512股 | $168.1万 | 7,762股 | -250股-3.22% | 减仓 |
 AMGEN COMAMGN |
| 0.83% | 0.36% | $171.5万 | 4,736股 | $78.7万 | 2,236股 | +2,500股+111.81% | 加仓 |
 亚马逊AMZN |
| 0.72% | 0.68% | $149.7万 | 6,279股 | $149.3万 | 7,170股 | -891股-12.43% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.62% | 0.54% | $129.6万 | 4,120股 | $118.2万 | 4,120股 | 00.00% | 持仓不变 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.61% | 0.73% | $126.6万 | 1.5万股 | $159.7万 | 2.0万股 | -5,693股-28.05% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.61% | — | $126.4万 | 6,637股 | $0 | 0股 | +6,637股 | 新买入 |
 诺华NVS |
| 0.61% | 0.73% | $125.9万 | 8,032股 | $160.9万 | 1.1万股 | -2,501股-23.74% | 减仓 |
 道富·CORP COMSTT |
| 0.58% | 0.35% | $121.4万 | 7,160股 | $76.7万 | 6,060股 | +1,100股+18.15% | 加仓 |
 艾默生电气EMR |
| 0.55% | 0.51% | $115.2万 | 8,045股 | $112.0万 | 8,545股 | -500股-5.85% | 减仓 |
 CHUBB LIMITEDCB |
| 0.55% | 0.61% | $114.7万 | 3,367股 | $135.0万 | 4,142股 | -775股-18.71% | 减仓 |
 高盛GS |
| 0.52% | 0.66% | $108.7万 | 1,075股 | $144.7万 | 1,710股 | -635股-37.13% | 减仓 |
 辉瑞PFE |
| 0.47% | 0.64% | $98.3万 | 4.1万股 | $141.8万 | 5.0万股 | -9,662股-19.14% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.46% | — | $95.7万 | 1,281股 | $0 | 0股 | +1,281股 | 新买入 |
 穆迪MCO |
| 0.44% | 0.4% | $90.6万 | 2,000股 | $87.3万 | 2,000股 | 00.00% | 持仓不变 |
 波音BA |
| 0.43% | 0.37% | $88.8万 | 4,100股 | $81.6万 | 4,100股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.41% | 0.42% | $84.9万 | 7,500股 | $93.2万 | 7,500股 | 00.00% | 持仓不变 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.41% | — | $84.7万 | 4,455股 | $0 | 0股 | +4,455股 | 新买入 |
 博通AVGO |
| 0.4% | 0.3% | $82.1万 | 2,173股 | $66.5万 | 2,150股 | +23股+1.07% | 加仓 |
 百时美施贵宝BMY |
| 0.38% | 0.46% | $77.9万 | 1.4万股 | $101.4万 | 1.7万股 | -3,190股-19.08% | 减仓 |
 礼来LLY |
| 0.37% | 0.14% | $76.6万 | 639股 | $30.5万 | 332股 | +307股+92.47% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 0.34% | 0.34% | $71.1万 | 4,700股 | $73.9万 | 4,700股 | 00.00% | 持仓不变 |
