 微软MSFT |
| 5.66% | 5.23% | $1,709.0万 | 4.6万股 | $1,496.2万 | 4.0万股 | +5,395股+13.35% | 加仓 |
 耐克NKE |
| 4.54% | 6.18% | $1,372.6万 | 33.4万股 | $1,766.4万 | 33.4万股 | -43股-0.01% | 减仓 |
 苹果AAPL |
| 3.76% | 2.59% | $1,134.8万 | 3.9万股 | $739.3万 | 2.9万股 | +1.0万股+34.62% | 加仓 |
 亚马逊AMZN |
| 2.37% | 1.37% | $716.0万 | 3.0万股 | $392.3万 | 1.9万股 | +1.1万股+59.47% | 加仓 |
 强生JNJ |
| 2% | 1.63% | $604.8万 | 2.4万股 | $467.3万 | 1.9万股 | +4,695股+24.56% | 加仓 |
 思科CSCO |
| 1.77% | 1.35% | $534.9万 | 4.6万股 | $385.1万 | 5.0万股 | -4,092股-8.25% | 减仓 |
 摩根大通JPM |
| 1.68% | 1.7% | $508.1万 | 1.6万股 | $485.6万 | 1.7万股 | -987股-5.98% | 减仓 |
 科磊KLAC |
| 1.58% | 0.89% | $478.0万 | 1.6万股 | $253.3万 | 1,720股 | +1.4万股+821.10% | 加仓 |
 英特尔INTC |
| 1.55% | 0.53% | $469.6万 | 3.4万股 | $152.6万 | 3.5万股 | -940股-2.72% | 减仓 |
 家得宝HD |
| 1.53% | 1.5% | $461.0万 | 1.3万股 | $428.9万 | 1.3万股 | +31股+0.24% | 加仓 |
 CVS健康CVS |
| 1.43% | 0.82% | $433.2万 | 4.2万股 | $235.7万 | 3.3万股 | +9,056股+27.60% | 加仓 |
| IIBMIBM |
| 1.31% | 1.14% | $395.6万 | 1.4万股 | $324.8万 | 1.3万股 | +666股+4.97% | 加仓 |
| SSPDR黄金信托GLD |
| 1.3% | 1.57% | $393.2万 | 1.1万股 | $447.6万 | 1.0万股 | +273股+2.62% | 加仓 |
| C花旗集团C |
| 1.25% | 1.12% | $377.1万 | 2.7万股 | $319.3万 | 2.8万股 | -1,218股-4.33% | 减仓 |
 百时美施贵宝BMY |
| 1.24% | 0.94% | $374.9万 | 6.5万股 | $268.2万 | 4.4万股 | +2.1万股+47.13% | 加仓 |
 雪佛龙CVX |
| 1.24% | 1.41% | $373.6万 | 2.3万股 | $402.6万 | 1.9万股 | +3,080股+15.83% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.19% | 1.15% | $360.1万 | 2.0万股 | $329.4万 | 2.0万股 | -19股-0.10% | 减仓 |
 联合太平洋铁路UNP |
| 1.18% | 1.15% | $356.7万 | 1.3万股 | $328.9万 | 1.4万股 | -444股-3.28% | 减仓 |
 Meta平台META |
| 1.15% | 1.17% | $346.9万 | 6,158股 | $335.5万 | 5,865股 | +293股+5.00% | 加仓 |
 可口可乐KO |
| 1.12% | 1.14% | $338.5万 | 4.2万股 | $326.2万 | 4.3万股 | -1,248股-2.91% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 1.07% | 1.03% | $324.7万 | 5.3万股 | $295.2万 | 5.0万股 | +2,083股+4.13% | 加仓 |
 好市多COST |
| 1.06% | 1.19% | $320.8万 | 3,429股 | $341.2万 | 3,424股 | +5股+0.15% | 加仓 |
 博通AVGO |
| 1.01% | 0.94% | $304.1万 | 8,051股 | $267.5万 | 8,643股 | -592股-6.85% | 减仓 |
 台积电TSM |
| 0.96% | 0.71% | $291.2万 | 6,098股 | $202.9万 | 6,005股 | +93股+1.55% | 加仓 |
 联合健康UNH |
| 0.96% | 0.12% | $289.6万 | 6,967股 | $35.1万 | 1,298股 | +5,669股+436.75% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.92% | 1.08% | $278.3万 | 3.4万股 | $309.8万 | 3.9万股 | -5,241股-13.47% | 减仓 |
 美敦力MDT |
| 0.91% | 1.39% | $275.4万 | 3.5万股 | $396.3万 | 4.6万股 | -1.1万股-23.03% | 减仓 |
 康明斯CMI |
| 0.9% | 0.75% | $272.1万 | 3,815股 | $215.8万 | 4,011股 | -196股-4.89% | 减仓 |
 沃尔玛WMT |
| 0.9% | 1.04% | $270.9万 | 2.4万股 | $297.1万 | 2.4万股 | +10股+0.04% | 加仓 |
 宝洁PG |
| 0.88% | 0.78% | $265.8万 | 1.8万股 | $222.2万 | 1.5万股 | +2,742股+17.82% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.83% | 1.05% | $249.6万 | 7,064股 | $300.9万 | 1.0万股 | -3,425股-32.65% | 减仓 |
 西部数据WDC |
| 0.81% | 0.59% | $244.9万 | 3,834股 | $170.1万 | 6,288股 | -2,454股-39.03% | 减仓 |
 美光科技MU |
| 0.81% | 0.8% | $244.2万 | 2,116股 | $228.5万 | 6,763股 | -4,647股-68.71% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.78% | 0.84% | $236.6万 | 4.1万股 | $241.0万 | 4.2万股 | -912股-2.18% | 减仓 |
 飞塔FTNT |
| 0.77% | — | $231.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 VIRTU FINLVIRT |
| 0.76% | 0.63% | $231.1万 | 3.9万股 | $179.8万 | 4.1万股 | -2,087股-5.10% | 减仓 |
 CDWCDW |
| 0.74% | 0.43% | $224.5万 | 1.6万股 | $123.9万 | 1.0万股 | +5,726股+55.93% | 加仓 |
 麦当劳MCD |
| 0.73% | 0.92% | $221.1万 | 8,181股 | $263.0万 | 8,462股 | -281股-3.32% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.73% | 0.6% | $220.7万 | 5.2万股 | $172.4万 | 5.2万股 | +482股+0.93% | 加仓 |
 谷歌AGOOGL |
| 0.71% | 0.64% | $215.9万 | 6,042股 | $181.7万 | 6,320股 | -278股-4.40% | 减仓 |
 埃克森美孚XOM |
| 0.71% | 0.91% | $215.3万 | 1.6万股 | $259.1万 | 1.5万股 | +476股+3.12% | 加仓 |
| BBAXTER INTLBAX |
| 0.69% | 0.6% | $209.6万 | 9.8万股 | $172.3万 | 10.3万股 | -4,218股-4.11% | 减仓 |
 贝莱德·INC COMBLK |
| 0.69% | 0.75% | $209.3万 | 2,177股 | $214.3万 | 2,228股 | -51股-2.29% | 减仓 |
 联邦快递FDX |
| 0.69% | 0.67% | $209.2万 | 6,682股 | $191.7万 | 5,381股 | +1,301股+24.18% | 加仓 |
 默沙东MRK |
| 0.67% | 0.6% | $203.6万 | 1.6万股 | $172.2万 | 1.4万股 | +1,532股+10.70% | 加仓 |
 WESCO INTLWCC |
| 0.67% | 0.72% | $202.9万 | 5,875股 | $204.8万 | 7,486股 | -1,611股-21.52% | 减仓 |
 英伟达NVDA |
| 0.66% | 0.52% | $199.9万 | 9,991股 | $148.2万 | 8,500股 | +1,491股+17.54% | 加仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.66% | 0.68% | $198.6万 | 3.3万股 | $195.3万 | 3.4万股 | -1,255股-3.66% | 减仓 |
 GE航空GE |
| 0.66% | 0.55% | $198.2万 | 5,304股 | $158.1万 | 5,570股 | -266股-4.78% | 减仓 |
 卡特彼勒CAT |
| 0.65% | 0.33% | $195.3万 | 1,834股 | $94.4万 | 1,332股 | +502股+37.69% | 加仓 |
