 英伟达NVDA |
| 71.11% | 8.68% | $9.95亿 | 228.7万股 | $2,991.4万 | 7.1万股 | +221.6万股+3,133.59% | 加仓 |
 微软MSFT |
| 5.87% | 8.49% | $8,210.8万 | 26.0万股 | $2,928.2万 | 8.6万股 | +17.4万股+202.19% | 加仓 |
 苹果AAPL |
| 1.57% | 7.22% | $2,202.8万 | 12.9万股 | $2,489.4万 | 12.8万股 | +324股+0.25% | 加仓 |
 谷歌AGOOGL |
| 1.46% | 5.06% | $2,043.2万 | 15.6万股 | $1,743.7万 | 14.6万股 | +1.0万股+7.19% | 加仓 |
 VisaV |
| 1.22% | 4.83% | $1,710.9万 | 7.4万股 | $1,665.5万 | 7.0万股 | +4,253股+6.06% | 加仓 |
 宝洁PG |
| 1.22% | 4.86% | $1,706.9万 | 11.7万股 | $1,676.7万 | 11.0万股 | +6,527股+5.91% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.2% | — | $1,675.8万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 亚马逊AMZN |
| 1.18% | 4.56% | $1,656.8万 | 13.0万股 | $1,571.3万 | 12.1万股 | +9,799股+8.13% | 加仓 |
 百事可乐PEP |
| 1.1% | 4.65% | $1,540.8万 | 9.1万股 | $1,604.8万 | 8.7万股 | +4,296股+4.96% | 加仓 |
 强生JNJ |
| 1.07% | 4.4% | $1,493.0万 | 9.6万股 | $1,515.6万 | 9.2万股 | +4,289股+4.68% | 加仓 |
 加拿大国家铁路CNI |
| 1.01% | 4.29% | $1,406.2万 | 13.0万股 | $1,477.5万 | 12.2万股 | +7,772股+6.37% | 加仓 |
 APTARGROUPATR |
| 0.98% | 3.49% | $1,374.4万 | 11.0万股 | $1,202.1万 | 10.4万股 | +6,155股+5.93% | 加仓 |
 家得宝HD |
| 0.97% | 3.68% | $1,359.0万 | 4.5万股 | $1,267.7万 | 4.1万股 | +4,166股+10.21% | 加仓 |
 耐克NKE |
| 0.72% | 3.06% | $1,011.9万 | 17.1万股 | $1,056.3万 | 9.6万股 | +7.5万股+78.23% | 加仓 |
 爱德华生命科学EW |
| 0.71% | 3.56% | $992.4万 | 14.3万股 | $1,227.4万 | 13.0万股 | +1.3万股+10.08% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 0.67% | 2.78% | $934.7万 | 29.6万股 | $958.3万 | 30.6万股 | -1.0万股-3.39% | 减仓 |
 ALCON ORD SHSALC |
| 0.65% | 2.63% | $907.2万 | 11.8万股 | $905.0万 | 11.0万股 | +7,511股+6.81% | 加仓 |
 GRACOGGG |
| 0.63% | 1.27% | $875.2万 | 12.0万股 | $436.7万 | 5.1万股 | +6.9万股+137.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.62% | 0.99% | $862.9万 | 6.5万股 | $342.1万 | 2.8万股 | +3.7万股+131.15% | 加仓 |
 艾默生电气EMR |
| 0.55% | 1.94% | $764.3万 | 7.9万股 | $669.0万 | 7.4万股 | +5,139股+6.94% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.54% | 2.02% | $752.5万 | 27.5万股 | $697.0万 | 26.5万股 | +1.0万股+3.93% | 加仓 |
 PAR TECHNOLOGYPAR |
| 0.49% | 1.57% | $691.9万 | 18.0万股 | $539.6万 | 16.4万股 | +1.6万股+9.56% | 加仓 |
 康菲石油COP |
| 0.48% | 1.64% | $675.3万 | 5.6万股 | $567.1万 | 5.5万股 | +1,635股+2.99% | 加仓 |
| TTyler科技TYL |
| 0.43% | 1.63% | $597.7万 | 1.5万股 | $562.5万 | 1.4万股 | +1,972股+14.60% | 加仓 |
 联合太平洋铁路UNP |
| 0.42% | 1.63% | $588.5万 | 2.9万股 | $563.6万 | 2.8万股 | +1,357股+4.93% | 加仓 |
 艺康ECL |
| 0.37% | 1.32% | $514.0万 | 3.0万股 | $456.8万 | 2.4万股 | +5,874股+24.01% | 加仓 |
| JJ & J SNACK FOODSJJSF |
| 0.35% | 1.26% | $486.5万 | 3.0万股 | $436.1万 | 2.8万股 | +2,193股+7.96% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.34% | 1.25% | $474.8万 | 2.9万股 | $430.4万 | 2.2万股 | +6,680股+30.10% | 加仓 |
 诺和诺德NVO |
| 0.23% | 0.69% | $314.7万 | 3.5万股 | $239.2万 | 1.5万股 | +2.0万股+134.15% | 加仓 |
| T赛默飞世尔TMO |
| 0.21% | 0.37% | $292.1万 | 5,770股 | $127.0万 | 2,435股 | +3,335股+136.96% | 加仓 |
 梅特勒托利多MTD |
| 0.21% | 0.66% | $288.7万 | 2,605股 | $226.4万 | 1,726股 | +879股+50.93% | 加仓 |
 VONTIER COMVNT |
| 0.16% | 0.42% | $225.0万 | 7.3万股 | $146.5万 | 4.5万股 | +2.7万股+60.03% | 加仓 |
 诺华NVS |
| 0.15% | 0.63% | $211.7万 | 2.1万股 | $216.0万 | 2.1万股 | -620股-2.90% | 减仓 |
 甲骨文ORCL |
| 0.11% | 0.52% | $158.9万 | 1.5万股 | $178.6万 | 1.5万股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 0.11% | 0.27% | $150.3万 | 4,112股 | $91.7万 | 2,287股 | +1,825股+79.80% | 加仓 |
 Genuine Parts Co ComGPC |
| 0.09% | 0.43% | $130.2万 | 9,020股 | $147.6万 | 8,720股 | +300股+3.44% | 加仓 |
| UUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS |
| 0.07% | 0.27% | $98.2万 | 2.0万股 | $93.6万 | 1.8万股 | +1,925股+10.72% | 加仓 |
 好市多COST |
| 0.07% | 0.24% | $96.9万 | 1,715股 | $81.6万 | 1,515股 | +200股+13.20% | 加仓 |
| RROLLINS COMROL |
| 0.06% | 0.26% | $79.5万 | 2.1万股 | $91.2万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.06% | 0.25% | $77.2万 | 1,796股 | $86.8万 | 1,946股 | -150股-7.71% | 减仓 |
 WASTE CONNECTIONSWCN |
| 0.05% | 0.11% | $70.6万 | 5,257股 | $37.5万 | 2,627股 | +2,630股+100.11% | 加仓 |
 SONOCO PRODSSON |
| 0.05% | 0.21% | $63.9万 | 1.2万股 | $71.4万 | 1.2万股 | -350股-2.89% | 减仓 |
| N新纪元能源NEE |
| 0.04% | 0.21% | $55.4万 | 9,663股 | $73.2万 | 9,863股 | -200股-2.03% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.04% | 0.15% | $53.4万 | 1,524股 | $52.0万 | 1,524股 | 00.00% | 持仓不变 |
 汽车地带AZO |
| 0.04% | 0.15% | $52.8万 | 208股 | $51.9万 | 208股 | 00.00% | 持仓不变 |
 史丹利百得SWK |
| 0.03% | 0.14% | $44.2万 | 5,292股 | $49.6万 | 5,292股 | 00.00% | 持仓不变 |
| EENCORE WIRE CORPWIREEUR |
| 0.03% | 0.12% | $39.9万 | 2,189股 | $40.7万 | 2,189股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.03% | 0.12% | $39.8万 | 1,913股 | $42.1万 | 1,913股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.02% | 0.08% | $34.6万 | 1,285股 | $28.5万 | 1,285股 | 00.00% | 持仓不变 |
| FFIDELITY MSCI UTILS INDEX ETFFUTY |
| 0.02% | 0.1% | $31.6万 | 8,342股 | $35.3万 | 8,342股 | 00.00% | 持仓不变 |
