 强生JNJ |
| 11.15% | 12.1% | $133.6万 | 9,500股 | $733.3万 | 5.6万股 | -4.6万股-83.01% | 减仓 |
| B巴里克黄金GOLD |
| 11.01% | 9.79% | $131.9万 | 4.9万股 | $593.5万 | 32.4万股 | -27.5万股-84.88% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 8.27% | 6.03% | $99.1万 | 5,550股 | $365.2万 | 2.0万股 | -1.4万股-72.22% | 减仓 |
 PHILIP MORRIS INTLPM |
| 8.2% | 12.38% | $98.3万 | 1.4万股 | $750.0万 | 10.3万股 | -8.9万股-86.36% | 减仓 |
 PAYPAL COMPYPL |
| 8.14% | 2.87% | $97.6万 | 5,600股 | $174.2万 | 1.8万股 | -1.3万股-69.23% | 减仓 |
 谷歌AGOOGL |
| 7.9% | 9.05% | $94.7万 | 668股 | $548.4万 | 4,720股 | -4,052股-85.85% | 减仓 |
 美敦力MDT |
| 7.33% | 7.88% | $87.8万 | 9,575股 | $477.7万 | 5.3万股 | -4.3万股-81.93% | 减仓 |
 阿里巴巴BABA |
| 5.53% | 4.63% | $66.3万 | 3,075股 | $280.5万 | 1.4万股 | -1.1万股-78.68% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 5.07% | 1.59% | $60.7万 | 2,350股 | $96.2万 | 7,925股 | -5,575股-70.35% | 减仓 |
 PALO ALTOPANW |
| 5.01% | 2.44% | $60.0万 | 2,613股 | $148.0万 | 9,025股 | -6,412股-71.05% | 减仓 |
 Meta平台META |
| 4.83% | 3.39% | $57.9万 | 2,550股 | $205.2万 | 1.2万股 | -9,750股-79.27% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 4.76% | — | $57.1万 | 2,385股 | $0 | 0股 | +2,385股 | 新买入 |
 亚马逊AMZN |
| 4.33% | 6% | $51.9万 | 188股 | $363.6万 | 1,865股 | -1,677股-89.92% | 减仓 |
 3M COMMMM |
| 3.86% | 11.3% | $46.2万 | 2,963股 | $684.6万 | 5.0万股 | -4.7万股-94.09% | 减仓 |
 LAUDER ESTEE COS CL AEL |
| 2.75% | 0.62% | $33.0万 | 1,750股 | $37.4万 | 2,350股 | -600股-25.53% | 减仓 |
 Roper科技ROP |
| 1.86% | 1.02% | $22.3万 | 575股 | $61.6万 | 1,975股 | -1,400股-70.89% | 减仓 |
