 谷歌AGOOGL |
| 9.6% | 9.22% | $1.90亿 | 53.2万股 | $1.56亿 | 54.3万股 | -1.2万股-2.12% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 5.96% | 6.74% | $1.18亿 | 49.7万股 | $1.14亿 | 49.7万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 5.36% | 4.2% | $1.06亿 | 10.0万股 | $7,107.3万 | 10.0万股 | -700股-0.70% | 减仓 |
 苹果AAPL |
| 5.09% | 5.21% | $1.01亿 | 34.8万股 | $8,818.1万 | 34.8万股 | +400股+0.12% | 加仓 |
 英伟达NVDA |
| 5.05% | 5.13% | $9,996.3万 | 50.0万股 | $8,687.9万 | 49.8万股 | +1,430股+0.29% | 加仓 |
 微软MSFT |
| 5.03% | 5.82% | $9,954.3万 | 26.7万股 | $9,861.6万 | 26.6万股 | +450股+0.17% | 加仓 |
| S三星电子SSNHZ |
| 4.4% | 2.71% | $8,710.2万 | 1.6万股 | $4,583.0万 | 1.6万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 3.38% | 1.19% | $6,698.3万 | 5.8万股 | $2,014.5万 | 6.0万股 | -1,600股-2.68% | 减仓 |
 亚马逊AMZN |
| 3.22% | 3.29% | $6,374.6万 | 26.7万股 | $5,570.4万 | 26.7万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.91% | 3.45% | $5,750.3万 | 10.2万股 | $5,840.6万 | 10.2万股 | 00.00% | 持仓不变 |
 固安捷GWW |
| 2.52% | 2.37% | $4,997.2万 | 3.7万股 | $4,006.7万 | 3.7万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 2.41% | 2.53% | $4,775.2万 | 14.6万股 | $4,283.1万 | 14.6万股 | +280股+0.19% | 加仓 |
| C花旗集团C |
| 2.16% | 2.05% | $4,283.3万 | 30.6万股 | $3,470.4万 | 30.6万股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 2.02% | 1.51% | $3,989.8万 | 3.5万股 | $2,562.1万 | 3.5万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 1.47% | 1.47% | $2,912.0万 | 51.1万股 | $2,490.9万 | 51.1万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.39% | 1.42% | $2,741.1万 | 8.0万股 | $2,414.0万 | 8.0万股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 1.36% | 1.49% | $2,699.9万 | 42.9万股 | $2,523.4万 | 42.9万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 1.3% | 0.99% | $2,568.4万 | 6.2万股 | $1,671.5万 | 6.2万股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 1.26% | 1.39% | $2,491.8万 | 14.0万股 | $2,352.0万 | 5,592股 | +13.4万股+2,400.00% | 加仓 |
 宝洁PG |
| 1.22% | 1.4% | $2,407.5万 | 16.4万股 | $2,370.8万 | 16.4万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 1.09% | 1.29% | $2,156.8万 | 11.4万股 | $2,192.3万 | 11.4万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 1.08% | 1.27% | $2,143.4万 | 22.3万股 | $2,145.8万 | 22.3万股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.07% | 1.22% | $2,123.7万 | 4.1万股 | $2,066.1万 | 4.1万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 1.04% | 1.09% | $2,066.5万 | 6.1万股 | $1,848.0万 | 6.1万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 1.01% | 0.37% | $1,991.1万 | 14.3万股 | $629.3万 | 14.3万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.97% | 1.09% | $1,914.9万 | 7.5万股 | $1,852.4万 | 7.6万股 | -400股-0.53% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.91% | 1.07% | $1,810.6万 | 31.3万股 | $1,804.3万 | 31.3万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.88% | 0.96% | $1,744.9万 | 21.5万股 | $1,632.8万 | 21.5万股 | 00.00% | 持仓不变 |
 布鲁克BRKR |
| 0.87% | 0.61% | $1,715.1万 | 28.5万股 | $1,028.8万 | 28.5万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.85% | 0.93% | $1,688.1万 | 13.1万股 | $1,580.3万 | 13.1万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.84% | 0.99% | $1,671.0万 | 11.4万股 | $1,677.3万 | 11.4万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.84% | 1.08% | $1,659.4万 | 14.7万股 | $1,838.0万 | 14.8万股 | -1,500股-1.01% | 减仓 |
 艾默生电气EMR |
| 0.81% | 0.86% | $1,596.1万 | 11.2万股 | $1,461.0万 | 11.2万股 | 00.00% | 持仓不变 |
| R拉夫劳伦RL |
| 0.78% | 0.78% | $1,545.4万 | 3.9万股 | $1,323.8万 | 3.9万股 | 00.00% | 持仓不变 |
 波音BA |
| 0.73% | 0.78% | $1,439.5万 | 6.7万股 | $1,323.2万 | 6.7万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.7% | 0.73% | $1,387.7万 | 8.6万股 | $1,244.5万 | 8.6万股 | 00.00% | 持仓不变 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.69% | 0.84% | $1,365.5万 | 8.2万股 | $1,421.0万 | 8.2万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.69% | 0.75% | $1,361.3万 | 3.9万股 | $1,268.9万 | 3.9万股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.67% | 0.73% | $1,332.5万 | 14.5万股 | $1,238.5万 | 14.5万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.67% | 0.57% | $1,327.2万 | 1.1万股 | $966.1万 | 1.1万股 | +565股+5.38% | 加仓 |
 TJXTJX |
| 0.63% | 0.78% | $1,255.8万 | 8.3万股 | $1,323.7万 | 8.3万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.62% | 0.48% | $1,229.3万 | 10.5万股 | $811.8万 | 10.5万股 | 00.00% | 持仓不变 |
 SIGNET JEWELERS LIMITEDSIG |
| 0.62% | 0.71% | $1,217.7万 | 14.1万股 | $1,195.7万 | 14.1万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 0.53% | 0.74% | $1,053.0万 | 5.1万股 | $1,248.1万 | 5.1万股 | 00.00% | 持仓不变 |
 美铝AA |
| 0.53% | 0.79% | $1,051.0万 | 20.2万股 | $1,337.0万 | 20.2万股 | 00.00% | 持仓不变 |
 ROYAL CARIBBEANRCL |
| 0.5% | 0.51% | $992.3万 | 3.1万股 | $860.1万 | 3.1万股 | 00.00% | 持仓不变 |
| BBECTON DICKINSON & COMBDX |
| 0.47% | 0.57% | $937.0万 | 6.2万股 | $972.8万 | 6.2万股 | 00.00% | 持仓不变 |
 FLUORFLR |
| 0.46% | 0.48% | $916.8万 | 17.5万股 | $816.2万 | 17.5万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.44% | 0.59% | $866.6万 | 6.4万股 | $993.7万 | 6.4万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.44% | 0.61% | $866.1万 | 1.7万股 | $1,027.2万 | 1.7万股 | 00.00% | 持仓不变 |
