 微软MSFT |
| 4.6% | 4.64% | $908.5万 | 2.2万股 | $797.1万 | 2.1万股 | +396股+1.87% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.91% | 4.65% | $770.9万 | 5.1万股 | $798.9万 | 5.7万股 | -6,058股-10.69% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.57% | 3.51% | $704.0万 | 1.7万股 | $603.7万 | 1.7万股 | -185股-1.09% | 减仓 |
 VisaV |
| 3.45% | 3.68% | $680.3万 | 2.4万股 | $632.7万 | 2.4万股 | +74股+0.30% | 加仓 |
 福泰制药VRTX |
| 3.39% | 3.87% | $669.7万 | 1.6万股 | $664.7万 | 1.6万股 | -317股-1.94% | 减仓 |
 ROSS STORES COMROST |
| 3.36% | 3.71% | $663.3万 | 4.5万股 | $636.8万 | 4.6万股 | -815股-1.77% | 减仓 |
 哈勃HUBB |
| 3.25% | 1.58% | $641.9万 | 1.5万股 | $271.9万 | 8,265股 | +7,200股+87.11% | 加仓 |
 英伟达NVDA |
| 3.24% | 2.12% | $638.9万 | 7,071股 | $364.4万 | 7,358股 | -287股-3.90% | 减仓 |
 苹果AAPL |
| 2.92% | 4.99% | $575.2万 | 3.4万股 | $857.2万 | 4.5万股 | -1.1万股-24.66% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.55% | 2.73% | $503.3万 | 6.3万股 | $468.3万 | 6.2万股 | +869股+1.40% | 加仓 |
 博通AVGO |
| 2.41% | 2.5% | $474.8万 | 3,582股 | $429.8万 | 3,850股 | -268股-6.96% | 减仓 |
 礼来LLY |
| 2.22% | 1.91% | $438.6万 | 5,638股 | $327.7万 | 5,621股 | +17股+0.30% | 加仓 |
| Q高通QCOM |
| 2.19% | — | $431.8万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 INGERSOLL RAND COMIR |
| 2.18% | 1.7% | $431.0万 | 4.5万股 | $291.7万 | 3.8万股 | +7,669股+20.33% | 加仓 |
| SSPDR行业精选信托XLE |
| 2.09% | 1.72% | $412.2万 | 4.4万股 | $295.9万 | 3.5万股 | +8,360股+23.68% | 加仓 |
 Meta平台META |
| 1.87% | 1.75% | $368.7万 | 7,594股 | $300.5万 | 8,489股 | -895股-10.54% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.82% | 1.92% | $359.7万 | 2.1万股 | $329.3万 | 2.1万股 | +369股+1.77% | 加仓 |
 TJXTJX |
| 1.78% | 2.04% | $350.5万 | 3.5万股 | $350.0万 | 3.7万股 | -2,746股-7.36% | 减仓 |
 亚马逊AMZN |
| 1.66% | 1.55% | $327.6万 | 1.8万股 | $266.5万 | 1.8万股 | +622股+3.55% | 加仓 |
| SSPDR黄金信托GLD |
| 1.63% | — | $321.7万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 Elevance健康ELV |
| 1.62% | 0.99% | $320.6万 | 6,182股 | $170.0万 | 3,606股 | +2,576股+71.44% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.49% | 1.61% | $293.3万 | 5.1万股 | $276.7万 | 5.6万股 | -5,624股-10.00% | 减仓 |
 百时美施贵宝BMY |
| 1.43% | 1.85% | $282.1万 | 5.2万股 | $317.8万 | 6.2万股 | -9,908股-16.00% | 减仓 |
 迪士尼DIS |
| 1.26% | 0.59% | $248.3万 | 2.0万股 | $101.4万 | 1.1万股 | +9,060股+80.64% | 加仓 |
 帕卡PCAR |
| 1.25% | 1.12% | $246.2万 | 2.0万股 | $191.8万 | 2.0万股 | +229股+1.17% | 加仓 |
 Phillips 66PSX |
| 1.23% | 1.15% | $242.3万 | 1.5万股 | $197.2万 | 1.5万股 | +24股+0.16% | 加仓 |
 MOLINA HEALTHCAREMOH |
| 1.2% | 0.66% | $237.7万 | 5,786股 | $113.8万 | 3,151股 | +2,635股+83.62% | 加仓 |
 应用材料AMAT |
| 1.2% | 1.09% | $236.7万 | 1.1万股 | $186.4万 | 1.2万股 | -23股-0.20% | 减仓 |
 派克汉尼汾PH |
| 1.18% | 1.12% | $233.8万 | 4,206股 | $192.8万 | 4,186股 | +20股+0.48% | 加仓 |
 泛林集团LRCX |
| 1.15% | 1.18% | $226.0万 | 2,326股 | $202.3万 | 2,583股 | -257股-9.95% | 减仓 |
| CCIGNALIBD |
| 1.14% | — | $224.1万 | 6,170股 | $0 | 0股 | +6,170股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.13% | 1.09% | $223.8万 | 2.0万股 | $187.6万 | 2.5万股 | -4,905股-20.01% | 减仓 |
 固安捷GWW |
| 1.12% | 1.17% | $221.3万 | 2,175股 | $201.5万 | 2,432股 | -257股-10.57% | 减仓 |
 德事隆TXT |
| 1.11% | 1.05% | $218.1万 | 2.3万股 | $180.3万 | 2.2万股 | +317股+1.41% | 加仓 |
 强生JNJ |
| 1.1% | 1.24% | $217.7万 | 1.4万股 | $213.6万 | 1.4万股 | +136股+1.00% | 加仓 |
| FFiservFISV |
| 1.1% | 1.02% | $217.0万 | 1.4万股 | $174.9万 | 1.3万股 | +407股+3.09% | 加仓 |
 赛富时CRM |
| 1.1% | 1.09% | $216.6万 | 7,191股 | $188.0万 | 7,145股 | +46股+0.64% | 加仓 |
 LOWES COS COMLOW |
| 1.1% | 1.23% | $216.5万 | 8,498股 | $211.1万 | 9,484股 | -986股-10.40% | 减仓 |
| AAPPLOVINAPP |
| 1.08% | — | $213.9万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 1.07% | 1.13% | $211.0万 | 4,034股 | $194.9万 | 4,100股 | -66股-1.61% | 减仓 |
 谷歌AGOOGL |
| 1.06% | 1.22% | $208.3万 | 1.4万股 | $210.4万 | 1.5万股 | -1,263股-8.39% | 减仓 |
 CHUBB LIMITEDCB |
| 1.05% | 1.04% | $207.0万 | 7,990股 | $179.5万 | 7,941股 | +49股+0.62% | 加仓 |
 雷神技术RTX |
| 1.02% | 0.99% | $201.7万 | 2.1万股 | $170.2万 | 2.0万股 | +458股+2.26% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.97% | 0.97% | $190.8万 | 2.8万股 | $167.0万 | 2.9万股 | -1,023股-3.54% | 减仓 |
 BOOKING COMBKNG |
| 0.92% | 1.01% | $181.4万 | 500股 | $172.7万 | 487股 | +13股+2.67% | 加仓 |
 联合健康UNH |
| 0.91% | 2.03% | $180.1万 | 3,641股 | $348.6万 | 6,621股 | -2,980股-45.01% | 减仓 |
 PALO ALTOPANW |
| 0.91% | — | $179.7万 | 6,325股 | $0 | 0股 | +6,325股 | 新买入 |
 哈特福德·INSURANCEHIG |
| 0.91% | — | $179.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 好市多COST |
| 0.88% | 1.06% | $174.4万 | 2,381股 | $182.0万 | 2,757股 | -376股-13.64% | 减仓 |
 阿卡迈AKAM |
| 0.88% | 1.09% | $174.3万 | 1.6万股 | $188.1万 | 1.6万股 | +137股+0.86% | 加仓 |
