 谷歌AGOOGL |
| 5.52% | 5.41% | $1,065.2万 | 3.0万股 | $857.5万 | 3.0万股 | -12股-0.04% | 减仓 |
 卡特彼勒CAT |
| 5.32% | 4.27% | $1,027.5万 | 9,649股 | $676.8万 | 9,553股 | +96股+1.00% | 加仓 |
 摩根大通JPM |
| 5.03% | 4.79% | $970.8万 | 3.0万股 | $758.8万 | 2.6万股 | +3,863股+14.98% | 加仓 |
 苹果AAPL |
| 5% | 5.25% | $965.0万 | 3.3万股 | $832.3万 | 3.3万股 | +556股+1.70% | 加仓 |
 英特尔INTC |
| 4.98% | 2.92% | $961.9万 | 6.9万股 | $463.4万 | 10.5万股 | -3.6万股-34.40% | 减仓 |
 博通AVGO |
| 4.85% | 4.81% | $935.5万 | 2.5万股 | $762.6万 | 2.5万股 | +127股+0.52% | 加仓 |
 英伟达NVDA |
| 4.68% | 4.92% | $902.5万 | 4.5万股 | $779.9万 | 4.5万股 | +384股+0.86% | 加仓 |
 美光科技MU |
| 4.62% | 3.22% | $891.2万 | 7,721股 | $510.3万 | 1.5万股 | -7,385股-48.89% | 减仓 |
 亚马逊AMZN |
| 4.45% | 4.63% | $858.0万 | 3.6万股 | $734.1万 | 3.5万股 | +752股+2.13% | 加仓 |
 CrowdStrikeCRWD |
| 4.07% | 3.33% | $785.7万 | 1.0万股 | $528.1万 | 1.4万股 | -3,230股-23.88% | 减仓 |
 微软MSFT |
| 4.01% | 4.71% | $774.0万 | 2.1万股 | $746.4万 | 2.0万股 | +586股+2.91% | 加仓 |
 VisaV |
| 3.81% | 3.65% | $734.6万 | 2.1万股 | $578.3万 | 1.9万股 | +2,279股+11.91% | 加仓 |
 Meta平台META |
| 3.66% | 4.19% | $706.1万 | 1.3万股 | $663.9万 | 1.2万股 | +932股+8.03% | 加仓 |
 AFLAC COMAFL |
| 3.5% | 3.4% | $675.7万 | 5.8万股 | $538.9万 | 4.9万股 | +8,502股+17.31% | 加仓 |
 艾伯维ABBV |
| 3.4% | 3.01% | $656.7万 | 2.6万股 | $476.8万 | 2.2万股 | +4,173股+19.03% | 加仓 |
 WASTE MGMT DELWM |
| 3.37% | 3.45% | $650.6万 | 2.9万股 | $547.5万 | 2.4万股 | +5,364股+22.51% | 加仓 |
 NETFLIXNFLX |
| 3.27% | 4.43% | $631.2万 | 8.8万股 | $703.1万 | 7.3万股 | +1.5万股+20.89% | 加仓 |
 特斯拉TSLA |
| 2.77% | 2.92% | $534.1万 | 1.3万股 | $462.9万 | 1.2万股 | +247股+1.98% | 加仓 |
 雪佛龙CVX |
| 2.59% | 3.14% | $500.6万 | 3.0万股 | $497.4万 | 2.4万股 | +6,160股+25.62% | 加仓 |
 好市多COST |
| 2.53% | 2.67% | $488.2万 | 5,218股 | $423.0万 | 4,245股 | +973股+22.92% | 加仓 |
 瑞思迈RMD |
| 2.46% | 2.59% | $475.6万 | 2.4万股 | $410.5万 | 1.8万股 | +6,117股+33.45% | 加仓 |
 麦当劳MCD |
| 2.27% | 2.58% | $438.0万 | 1.6万股 | $408.9万 | 1.3万股 | +3,048股+23.17% | 加仓 |
 雅培ABT |
| 2.19% | 2.18% | $422.7万 | 4.7万股 | $345.8万 | 3.4万股 | +1.3万股+38.29% | 加仓 |
 赛富时CRM |
| 2.07% | 2.7% | $398.6万 | 2.5万股 | $428.3万 | 2.3万股 | +2,501股+10.90% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 1.82% | 1.9% | $350.6万 | 2.7万股 | $301.0万 | 2.2万股 | +4,525股+20.46% | 加仓 |
 宝洁PG |
| 1.81% | 2.15% | $348.9万 | 2.4万股 | $340.3万 | 2.4万股 | +234股+0.99% | 加仓 |
 空气化工APD |
| 1.29% | 1.52% | $249.0万 | 8,494股 | $240.5万 | 8,278股 | +216股+2.61% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.12% | 1.46% | $217.0万 | 1.3万股 | $231.0万 | 1.3万股 | -122股-0.91% | 减仓 |
| SSPDR道富系列信托SPYG |
| 1.02% | 0.97% | $197.0万 | 1.7万股 | $153.5万 | 1.6万股 | +882股+5.63% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.39% | 0.39% | $74.5万 | 8,207股 | $61.1万 | 7,724股 | +483股+6.25% | 加仓 |
| SSPDR SER TR S&PXSD |
| 0.31% | 0.19% | $59.0万 | 946股 | $30.5万 | 935股 | +11股+1.18% | 加仓 |
 嘉信理财SCHW |
| 0.28% | 0.36% | $53.5万 | 5,793股 | $57.1万 | 6,072股 | -279股-4.59% | 减仓 |
 万事达MA |
| 0.27% | 0.38% | $51.5万 | 1,003股 | $60.3万 | 1,208股 | -205股-16.97% | 减仓 |
| SSPDR道富系列信托XAR |
| 0.19% | 0.2% | $37.1万 | 1,306股 | $31.5万 | 1,239股 | +67股+5.41% | 加仓 |
 卡地纳健康CAH |
| 0.19% | 0.2% | $36.2万 | 1,524股 | $32.1万 | 1,520股 | +4股+0.26% | 加仓 |
| NNEOS ETF TRUSTSPYI |
| 0.18% | — | $34.9万 | 6,578股 | $0 | 0股 | +6,578股 | 新买入 |
 奎斯特诊断DGX |
| 0.18% | 0.31% | $34.4万 | 1,622股 | $48.6万 | 2,482股 | -860股-34.65% | 减仓 |
| V先锋领航全球基金VGT |
| 0.17% | 0.16% | $33.5万 | 2,805股 | $25.1万 | 360股 | +2,445股+679.17% | 加仓 |
| CCHEMED NEWCHE |
| 0.15% | 0.23% | $28.0万 | 601股 | $36.0万 | 953股 | -352股-36.94% | 减仓 |
| SSPDR SERIES TRUST STATE STREET S&P INSURANCE ETFKIE |
| 0.11% | — | $21.5万 | 3,524股 | $0 | 0股 | +3,524股 | 新买入 |
 标普全球SPGI |
| 0.11% | 0.31% | $20.7万 | 508股 | $49.5万 | 1,165股 | -657股-56.39% | 减仓 |
