 谷歌AGOOGL |
| 7.74% | 6.9% | $9,089.7万 | 25.4万股 | $7,219.5万 | 25.1万股 | +3,290股+1.31% | 加仓 |
 英伟达NVDA |
| 7.71% | 7.77% | $9,048.3万 | 45.2万股 | $8,133.7万 | 46.6万股 | -1.4万股-3.04% | 减仓 |
 苹果AAPL |
| 6.13% | 5.95% | $7,194.2万 | 24.9万股 | $6,229.2万 | 24.5万股 | +3,175股+1.29% | 加仓 |
 亚马逊AMZN |
| 6.02% | 5.49% | $7,068.4万 | 29.7万股 | $5,751.1万 | 27.6万股 | +2.0万股+7.40% | 加仓 |
 微软MSFT |
| 5.51% | 6.06% | $6,470.1万 | 17.3万股 | $6,340.1万 | 17.1万股 | +2,176股+1.27% | 加仓 |
 高盛GS |
| 4.33% | 4.54% | $5,084.7万 | 5.0万股 | $4,749.1万 | 5.6万股 | -5,862股-10.44% | 减仓 |
 博通AVGO |
| 3.95% | 3.58% | $4,636.5万 | 12.3万股 | $3,750.3万 | 12.1万股 | +1,570股+1.30% | 加仓 |
 Meta平台META |
| 3.84% | 4.32% | $4,511.1万 | 8.0万股 | $4,524.1万 | 7.9万股 | +1,011股+1.28% | 加仓 |
| C花旗集团C |
| 3.69% | 3.31% | $4,331.7万 | 30.9万股 | $3,466.6万 | 30.6万股 | +3,826股+1.25% | 加仓 |
 艾伯维ABBV |
| 3.6% | 3.45% | $4,225.8万 | 16.8万股 | $3,609.1万 | 16.6万股 | +1,988股+1.20% | 加仓 |
 波音BA |
| 3.52% | 3.58% | $4,128.7万 | 19.1万股 | $3,746.6万 | 18.8万股 | +2,487股+1.32% | 加仓 |
 达美航空DAL |
| 3.38% | 2.66% | $3,969.7万 | 42.4万股 | $2,780.6万 | 41.8万股 | +5,582股+1.33% | 加仓 |
 万事达MA |
| 3.18% | 3.42% | $3,728.7万 | 7.3万股 | $3,581.1万 | 7.2万股 | +929股+1.30% | 加仓 |
 INGERSOLL RAND COMIR |
| 3% | 2.8% | $3,524.0万 | 43.0万股 | $2,926.7万 | 36.5万股 | +6.5万股+17.66% | 加仓 |
 恩智浦NXPI |
| 2.92% | 2.26% | $3,426.9万 | 12.2万股 | $2,368.8万 | 12.0万股 | +1,613股+1.34% | 加仓 |
 宣伟SHW |
| 2.82% | 2.9% | $3,305.5万 | 9.6万股 | $3,036.5万 | 9.5万股 | +1,271股+1.34% | 加仓 |
 AMD超威AMD |
| 2.69% | 1.04% | $3,159.5万 | 5.4万股 | $1,091.8万 | 5.4万股 | +719股+1.34% | 加仓 |
 LOWES COS COMLOW |
| 2.67% | 3.16% | $3,129.2万 | 14.2万股 | $3,308.8万 | 14.0万股 | +1,886股+1.35% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 2.48% | 2.86% | $2,910.7万 | 17.5万股 | $2,988.9万 | 17.2万股 | +2,314股+1.34% | 加仓 |
 艺康ECL |
| 2.45% | 2.59% | $2,877.0万 | 10.3万股 | $2,710.5万 | 10.2万股 | +1,371股+1.35% | 加仓 |
 家得宝HD |
| 2.24% | — | $2,625.2万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
 艾默生电气EMR |
| 2.21% | — | $2,598.1万 | 18.1万股 | $0 | 0股 | +18.1万股 | 新买入 |
 直觉外科ISRG |
| 2.17% | 2.31% | $2,541.7万 | 6.4万股 | $2,419.0万 | 5.2万股 | +1.1万股+21.80% | 加仓 |
 CARLISLE COSCSL |
| 2.12% | 1.79% | $2,489.8万 | 6.9万股 | $1,875.1万 | 5.6万股 | +1.2万股+22.12% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.53% | 1.76% | $1,793.8万 | 11.9万股 | $1,839.1万 | 11.7万股 | +1,569股+1.34% | 加仓 |
 霍尼韦尔HON |
| 1.45% | 3.24% | $1,702.6万 | 7.6万股 | $3,392.7万 | 15.0万股 | -7.4万股-49.34% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.43% | — | $1,681.2万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 麦当劳MCD |
| 1.39% | 1.77% | $1,630.4万 | 6.0万股 | $1,851.3万 | 6.0万股 | +748股+1.26% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.99% | 1.6% | $1,157.6万 | 27.1万股 | $1,679.5万 | 26.8万股 | +3,584股+1.34% | 加仓 |
 美国运通AXP |
| 0.92% | 0.91% | $1,083.9万 | 3.2万股 | $956.4万 | 3.2万股 | +426股+1.35% | 加仓 |
 卡特彼勒CAT |
| 0.14% | 0.12% | $165.1万 | 1,550股 | $124.0万 | 1,750股 | -200股-11.43% | 减仓 |
| IiShares安硕信托AGG |
| 0.13% | 0.15% | $158.4万 | 1.6万股 | $158.8万 | 1.6万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.07% | 0.07% | $87.5万 | 1,379股 | $77.7万 | 1,379股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.07% | 0.1% | $82.0万 | 5,998股 | $101.8万 | 5,998股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.07% | 0.08% | $81.5万 | 2,250股 | $79.2万 | 2,250股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.06% | 0.08% | $73.9万 | 1,450股 | $87.6万 | 1,450股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.06% | 0.06% | $73.6万 | 2,247股 | $66.1万 | 2,247股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.06% | 0.08% | $72.4万 | 5,732股 | $79.9万 | 5,732股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.06% | 0.05% | $71.4万 | 6,076股 | $47.1万 | 6,076股 | 00.00% | 持仓不变 |
 EntergyETR |
| 0.06% | 0.06% | $66.8万 | 5,818股 | $65.4万 | 5,818股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.05% | 3.05% | $63.2万 | 4,309股 | $3,189.0万 | 22.1万股 | -21.6万股-98.05% | 减仓 |
 DANAHER DEL COMDHR |
| 0.05% | 0.06% | $61.9万 | 3,250股 | $61.6万 | 3,250股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.05% | 0.07% | $60.0万 | 4,433股 | $68.8万 | 4,433股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.05% | 0.06% | $59.8万 | 3,151股 | $60.8万 | 3,151股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.05% | 0.05% | $57.2万 | 4,180股 | $54.8万 | 4,180股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.05% | 0.05% | $55.0万 | 6,000股 | $51.1万 | 6,000股 | 00.00% | 持仓不变 |
 KeyCorpKEY |
| 0.04% | 0.04% | $52.4万 | 2.3万股 | $45.6万 | 2.3万股 | 00.00% | 持仓不变 |
 爱迪生国际EIX |
| 0.04% | 0.05% | $50.3万 | 6,758股 | $49.5万 | 6,758股 | 00.00% | 持仓不变 |
 Phillips 66PSX |
| 0.04% | 0.05% | $50.1万 | 2,965股 | $54.0万 | 2,965股 | 00.00% | 持仓不变 |
 FIFTH THIRD BANCORP COMFITB |
| 0.04% | 0.04% | $48.2万 | 8,556股 | $39.8万 | 8,556股 | 00.00% | 持仓不变 |
