 WILLIAMS SONOMAWSM |
| 5.01% | 4.35% | $2,547.1万 | 10.9万股 | $2,099.2万 | 11.5万股 | -5,862股-5.09% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 4.87% | 4.39% | $2,474.4万 | 7.1万股 | $2,114.4万 | 7.5万股 | -4,196股-5.60% | 减仓 |
 微软MSFT |
| 4.5% | 4.74% | $2,284.2万 | 6.1万股 | $2,286.7万 | 6.2万股 | -540股-0.87% | 减仓 |
 艺康ECL |
| 4.47% | 4.62% | $2,270.5万 | 8.1万股 | $2,227.2万 | 8.3万股 | -2,386股-2.86% | 减仓 |
 QUANTA SVCSPWR |
| 3.49% | 3.18% | $1,773.4万 | 2.5万股 | $1,532.0万 | 2.8万股 | -3,274股-11.73% | 减仓 |
 实耐宝SNA |
| 3.49% | 3.43% | $1,770.9万 | 4.4万股 | $1,655.5万 | 4.6万股 | -1,568股-3.44% | 减仓 |
 LOWES COS COMLOW |
| 3.48% | 4.1% | $1,769.0万 | 8.0万股 | $1,977.4万 | 8.4万股 | -3,455股-4.13% | 减仓 |
| N纳斯达克NDAQ |
| 3.41% | 3.94% | $1,733.6万 | 22.0万股 | $1,900.2万 | 22.4万股 | -3,900股-1.74% | 减仓 |
 谷歌AGOOGL |
| 3.41% | 2.99% | $1,731.5万 | 4.8万股 | $1,441.9万 | 5.0万股 | -1,691股-3.37% | 减仓 |
 UNITED RENTALSURI |
| 3.39% | 2.37% | $1,720.2万 | 1.5万股 | $1,140.5万 | 1.6万股 | -470股-3.00% | 减仓 |
 Truist金融TFC |
| 3.3% | 3.28% | $1,677.5万 | 33.7万股 | $1,579.8万 | 34.4万股 | -6,943股-2.02% | 减仓 |
 福泰制药VRTX |
| 3.24% | 3.16% | $1,648.7万 | 3.3万股 | $1,523.7万 | 3.4万股 | -932股-2.73% | 减仓 |
| O宏盟集团OMC |
| 3.22% | 3.57% | $1,637.6万 | 22.5万股 | $1,720.7万 | 22.8万股 | -3,619股-1.58% | 减仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 2.95% | 3.36% | $1,497.4万 | 11.4万股 | $1,621.8万 | 11.4万股 | +402股+0.35% | 加仓 |
| T赛默飞世尔TMO |
| 2.8% | 2.93% | $1,423.2万 | 2.8万股 | $1,413.6万 | 2.9万股 | -370股-1.29% | 减仓 |
 CHUBB LIMITEDCB |
| 2.75% | 2.85% | $1,395.3万 | 4.1万股 | $1,372.0万 | 4.2万股 | -1,144股-2.72% | 减仓 |
 思科CSCO |
| 2.42% | 1.7% | $1,229.3万 | 10.5万股 | $819.2万 | 10.6万股 | -920股-0.87% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 2.25% | 2.44% | $1,141.3万 | 6.8万股 | $1,175.3万 | 6.8万股 | +716股+1.06% | 加仓 |
 PALO ALTOPANW |
| 2.22% | 1.15% | $1,126.9万 | 3.3万股 | $553.7万 | 3.5万股 | -1,494股-4.33% | 减仓 |
| F富达Covington信托FENI |
| 2.08% | 1.96% | $1,057.0万 | 26.3万股 | $942.6万 | 25.3万股 | +1.0万股+3.95% | 加仓 |
 联合健康UNH |
| 1.98% | 1.56% | $1,004.6万 | 2.4万股 | $752.7万 | 2.8万股 | -3,644股-13.10% | 减仓 |
 亚马逊AMZN |
| 1.92% | 1.81% | $976.6万 | 4.1万股 | $874.6万 | 4.2万股 | -1,015股-2.42% | 减仓 |
 BroadridgeBR |
| 1.9% | 2.12% | $966.9万 | 7.1万股 | $1,019.9万 | 6.3万股 | +7,832股+12.48% | 加仓 |
 WorkdayWDAY |
| 1.73% | 1.92% | $880.1万 | 7.2万股 | $924.2万 | 7.1万股 | +758股+1.07% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.46% | 1.59% | $739.5万 | 4.9万股 | $765.1万 | 4.9万股 | +205股+0.42% | 加仓 |
 摩根大通JPM |
| 1.37% | 1.34% | $694.8万 | 2.1万股 | $645.0万 | 2.2万股 | -700股-3.19% | 减仓 |
 高盛GS |
| 1.32% | 1.18% | $672.8万 | 6,653股 | $566.9万 | 6,700股 | -47股-0.70% | 减仓 |
 苹果AAPL |
| 1.3% | 1.22% | $662.3万 | 2.3万股 | $590.0万 | 2.3万股 | -360股-1.55% | 减仓 |
| FFiservFISV |
| 1.29% | 1.63% | $654.9万 | 13.4万股 | $787.2万 | 14.1万股 | -7,558股-5.36% | 减仓 |
 霍尼韦尔HON |
| 1.19% | 0.49% | $607.1万 | 2.7万股 | $235.4万 | 1.0万股 | +1.7万股+160.13% | 加仓 |
 InsmedINSM |
| 1.19% | 1.19% | $606.0万 | 5.7万股 | $574.7万 | 3.5万股 | +2.2万股+61.72% | 加仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.18% | — | $598.8万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 NETFLIXNFLX |
| 1.16% | 1.37% | $589.0万 | 8.2万股 | $658.8万 | 6.9万股 | +1.4万股+20.39% | 加仓 |
 埃森哲ACN |
| 1.15% | 1.93% | $585.0万 | 4.7万股 | $932.1万 | 4.7万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 1.06% | 2.46% | $539.3万 | 3.4万股 | $1,184.3万 | 6.3万股 | -2.9万股-45.74% | 减仓 |
 沃特世WAT |
| 0.97% | 0.75% | $492.9万 | 1.3万股 | $363.9万 | 1.2万股 | +924股+7.56% | 加仓 |
| IIBMIBM |
| 0.71% | 0.64% | $360.0万 | 1.3万股 | $310.3万 | 1.3万股 | +1股+0.01% | 加仓 |
 ZOETIS CL AZTS |
| 0.63% | 2.08% | $318.5万 | 4.4万股 | $1,001.8万 | 8.5万股 | -4.0万股-47.70% | 减仓 |
| SSPDR黄金信托GLD |
| 0.53% | 0.72% | $270.2万 | 7,335股 | $345.5万 | 8,030股 | -695股-8.66% | 减仓 |
 强生JNJ |
| 0.52% | 0.59% | $265.1万 | 1.0万股 | $285.4万 | 1.2万股 | -1,234股-10.57% | 减仓 |
 南方电力SO |
| 0.51% | 0.54% | $259.7万 | 2.7万股 | $261.9万 | 2.7万股 | +6股+0.02% | 加仓 |
| B纽约梅隆银行BK |
| 0.44% | 0.38% | $221.9万 | 1.5万股 | $182.0万 | 1.5万股 | +1股+0.01% | 加仓 |
 WASTE MGMT DELWM |
| 0.32% | 0.36% | $160.6万 | 7,206股 | $174.8万 | 7,606股 | -400股-5.26% | 减仓 |
| IiShares安硕信托PFF |
| 0.3% | 0.32% | $154.4万 | 5.1万股 | $156.7万 | 5.2万股 | -1,025股-1.98% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.3% | 0.26% | $150.6万 | 3.7万股 | $126.4万 | 3.5万股 | +1,965股+5.59% | 加仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.28% | 0.34% | $140.8万 | 3.1万股 | $163.2万 | 3.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.26% | 0.23% | $132.3万 | 1,766股 | $108.5万 | 1,661股 | +105股+6.32% | 加仓 |
 特灵科技TT |
| 0.26% | 0.24% | $130.5万 | 2,657股 | $118.0万 | 2,831股 | -174股-6.15% | 减仓 |
 Meta平台META |
| 0.25% | 0.26% | $127.4万 | 2,261股 | $124.2万 | 2,171股 | +90股+4.15% | 加仓 |
 直觉外科ISRG |
| 0.23% | 0.28% | $114.9万 | 2,890股 | $133.2万 | 2,890股 | 00.00% | 持仓不变 |
