 苹果AAPL |
| 11.85% | 12.04% | $4,681.0万 | 16.2万股 | $3,996.9万 | 15.7万股 | +4,282股+2.72% | 加仓 |
 微软MSFT |
| 6.12% | 6.68% | $2,416.8万 | 6.5万股 | $2,215.9万 | 6.0万股 | +5,427股+9.07% | 加仓 |
 卡特彼勒CAT |
| 5.52% | 4.44% | $2,181.1万 | 2.0万股 | $1,472.3万 | 2.1万股 | -300股-1.44% | 减仓 |
 宝洁PG |
| 4.69% | 5.7% | $1,852.7万 | 12.6万股 | $1,892.5万 | 13.1万股 | -4,680股-3.57% | 减仓 |
 台积电TSM |
| 4.47% | 3.75% | $1,766.9万 | 3.7万股 | $1,245.6万 | 3.7万股 | +140股+0.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.34% | 3.53% | $1,712.6万 | 4.8万股 | $1,170.4万 | 4.1万股 | +7,670股+18.80% | 加仓 |
 飞塔FTNT |
| 4.11% | 2.56% | $1,622.3万 | 10.6万股 | $849.7万 | 10.4万股 | +1,632股+1.57% | 加仓 |
 MERCADOLIBRE COMMELI |
| 4.02% | 2.97% | $1,585.5万 | 9,341股 | $986.1万 | 5,703股 | +3,638股+63.79% | 加仓 |
 NETFLIXNFLX |
| 3.3% | 5.03% | $1,303.7万 | 18.3万股 | $1,668.2万 | 17.4万股 | +9,092股+5.24% | 加仓 |
 诺和诺德NVO |
| 2.95% | 2.6% | $1,163.9万 | 24.3万股 | $864.5万 | 23.5万股 | +7,547股+3.21% | 加仓 |
 亚马逊AMZN |
| 2.65% | 2.64% | $1,047.7万 | 4.4万股 | $877.1万 | 4.2万股 | +1,846股+4.38% | 加仓 |
 英伟达NVDA |
| 2.51% | 2.12% | $991.1万 | 5.0万股 | $704.8万 | 4.0万股 | +9,120股+22.57% | 加仓 |
 好市多COST |
| 2.47% | 3.16% | $976.5万 | 1.0万股 | $1,048.5万 | 1.1万股 | -84股-0.80% | 减仓 |
 博通AVGO |
| 2.25% | 2.29% | $888.3万 | 2.4万股 | $760.2万 | 2.5万股 | -1,046股-4.26% | 减仓 |
 埃克森美孚XOM |
| 2.18% | 3.21% | $860.3万 | 6.3万股 | $1,066.7万 | 6.3万股 | +50股+0.08% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 2.01% | 1.62% | $793.9万 | 8.3万股 | $536.8万 | 7.4万股 | +8,515股+11.49% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.83% | 2.07% | $721.2万 | 1.4万股 | $688.5万 | 1.4万股 | +45股+0.31% | 加仓 |
 福泰制药VRTX |
| 1.8% | 1.88% | $709.7万 | 1.4万股 | $624.3万 | 1.4万股 | +307股+2.20% | 加仓 |
 ServiceNowNOW |
| 1.51% | 1.28% | $595.4万 | 6.0万股 | $423.6万 | 4.1万股 | +1.9万股+48.04% | 加仓 |
 CELSIUSCELH |
| 1.23% | 1.23% | $484.6万 | 16.5万股 | $408.3万 | 11.5万股 | +5.0万股+43.83% | 加仓 |
 MONGODB CL AMDB |
| 1.22% | 1.13% | $482.5万 | 1.4万股 | $375.9万 | 1.5万股 | -994股-6.47% | 减仓 |
 阿里巴巴BABA |
| 1.21% | 2.12% | $479.3万 | 5.0万股 | $704.3万 | 5.6万股 | -6,198股-11.04% | 减仓 |
 谷歌AGOOGL |
| 1.19% | 1.16% | $469.4万 | 1.3万股 | $384.2万 | 1.3万股 | -225股-1.68% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.13% | — | $446.8万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
 波音BA |
| 0.99% | 1.08% | $390.3万 | 1.8万股 | $359.5万 | 1.8万股 | -30股-0.17% | 减仓 |
 HIMAX TECHNOLOGIES INC SPONSORED ADRHIMX |
| 0.97% | — | $381.9万 | 24.9万股 | $0 | 0股 | +24.9万股 | 新买入 |
 GE航空GE |
| 0.96% | 0.86% | $377.4万 | 1.0万股 | $286.6万 | 1.0万股 | 00.00% | 持仓不变 |
 AFLAC COMAFL |
| 0.91% | 0.82% | $357.6万 | 3.0万股 | $272.8万 | 2.5万股 | +5,630股+22.64% | 加仓 |
 美国运通AXP |
| 0.9% | 0.91% | $356.6万 | 1.1万股 | $301.0万 | 9,950股 | +593股+5.96% | 加仓 |
| T赛默飞世尔TMO |
| 0.89% | 1.08% | $352.6万 | 7,033股 | $359.1万 | 7,306股 | -273股-3.74% | 减仓 |
| N新纪元能源NEE |
| 0.79% | 0.97% | $313.0万 | 3.6万股 | $323.1万 | 3.5万股 | +871股+2.50% | 加仓 |
 家得宝HD |
| 0.73% | 0.85% | $286.9万 | 8,136股 | $283.7万 | 8,625股 | -489股-5.67% | 减仓 |
 雅保ALB |
| 0.72% | 1.14% | $283.6万 | 2.1万股 | $377.0万 | 2.1万股 | 00.00% | 持仓不变 |
 EquifaxEFX |
| 0.71% | 1.25% | $279.3万 | 1.8万股 | $414.2万 | 2.3万股 | -5,400股-23.48% | 减仓 |
 强生JNJ |
| 0.71% | 0.76% | $278.7万 | 1.1万股 | $253.2万 | 1.0万股 | +616股+5.95% | 加仓 |
 雪佛龙CVX |
| 0.68% | 0.92% | $270.1万 | 1.6万股 | $304.7万 | 1.5万股 | +1,571股+10.67% | 加仓 |
 GE VernovaGEV |
| 0.68% | 0.6% | $268.2万 | 2,283股 | $199.3万 | 2,283股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.56% | 0.62% | $222.9万 | 1.8万股 | $206.2万 | 1.5万股 | +2,845股+19.23% | 加仓 |
 艾伯维ABBV |
| 0.55% | 0.59% | $215.3万 | 8,555股 | $195.2万 | 8,975股 | -420股-4.68% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.54% | — | $212.7万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 高露洁CL |
| 0.52% | 0.57% | $204.5万 | 2.2万股 | $190.1万 | 2.2万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.44% | 0.53% | $174.0万 | 1.2万股 | $174.6万 | 1.2万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.42% | 0.4% | $167.5万 | 1.3万股 | $132.8万 | 1.1万股 | +2,000股+18.12% | 加仓 |
 VisaV |
| 0.42% | 0.47% | $164.6万 | 4,797股 | $157.2万 | 5,200股 | -403股-7.75% | 减仓 |
 可口可乐KO |
| 0.4% | 0.44% | $156.9万 | 1.9万股 | $146.8万 | 1.9万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.39% | 0.54% | $153.8万 | 6.4万股 | $179.3万 | 6.4万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.37% | 0.26% | $144.4万 | 5,310股 | $86.4万 | 3,560股 | +1,750股+49.16% | 加仓 |
 康明斯CMI |
| 0.35% | 0.32% | $140.1万 | 1,965股 | $105.7万 | 1,965股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.31% | 0.27% | $123.1万 | 6,462股 | $90.3万 | 4,762股 | +1,700股+35.70% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.3% | 0.34% | $118.1万 | 1.4万股 | $113.8万 | 1.4万股 | 00.00% | 持仓不变 |
