 苹果AAPL |
| 7.86% | 7.49% | $1,809.7万 | 6.3万股 | $1,555.7万 | 6.1万股 | +1,242股+2.03% | 加仓 |
 微软MSFT |
| 5.08% | 5.39% | $1,169.4万 | 3.1万股 | $1,119.5万 | 3.0万股 | +1,106股+3.66% | 加仓 |
 艾伯维ABBV |
| 3.91% | 3.93% | $900.5万 | 3.6万股 | $815.9万 | 3.8万股 | -1,727股-4.60% | 减仓 |
 摩根大通JPM |
| 3.73% | 3.91% | $859.2万 | 2.6万股 | $811.7万 | 2.8万股 | -1,345股-4.87% | 减仓 |
 思科CSCO |
| 3.57% | 2.67% | $822.5万 | 7.0万股 | $553.9万 | 7.1万股 | -1,364股-1.91% | 减仓 |
 实耐宝SNA |
| 3.36% | 3.52% | $774.7万 | 1.9万股 | $731.9万 | 2.0万股 | -899股-4.46% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 3.3% | 1.35% | $760.0万 | 1.8万股 | $280.3万 | 1.7万股 | +539股+3.16% | 加仓 |
 英伟达NVDA |
| 2.96% | 2.7% | $681.9万 | 3.4万股 | $560.5万 | 3.2万股 | +1,945股+6.05% | 加仓 |
 德州仪器TXN |
| 2.88% | 2.17% | $662.8万 | 2.2万股 | $449.9万 | 2.3万股 | -938股-4.05% | 减仓 |
 强生JNJ |
| 2.83% | 3.23% | $651.8万 | 2.6万股 | $670.0万 | 2.7万股 | -1,746股-6.37% | 减仓 |
 通用动力GD |
| 2.8% | 3.16% | $644.2万 | 1.8万股 | $656.1万 | 1.9万股 | -932股-4.88% | 减仓 |
 AMGEN COMAMGN |
| 2.59% | 2.98% | $595.8万 | 1.6万股 | $619.8万 | 1.8万股 | -1,161股-6.59% | 减仓 |
 谷歌AGOOGL |
| 2.54% | 2.31% | $584.3万 | 1.6万股 | $479.6万 | 1.7万股 | -329股-1.97% | 减仓 |
 WILLIAMS SONOMAWSM |
| 2.52% | 2.21% | $579.9万 | 2.5万股 | $459.9万 | 2.5万股 | -344股-1.36% | 减仓 |
| V先锋领航指数基金VOO |
| 2.49% | 0.15% | $573.8万 | 7,792股 | $32.1万 | 537股 | +7,255股+1,351.02% | 加仓 |
 REPUBLIC SVCSRSG |
| 2.41% | 2.91% | $555.7万 | 2.6万股 | $603.8万 | 2.8万股 | -1,489股-5.40% | 减仓 |
| WWATSCOWSO |
| 2.37% | 2.34% | $546.5万 | 1.3万股 | $486.5万 | 1.3万股 | -257股-1.92% | 减仓 |
 家得宝HD |
| 2.22% | 2.55% | $510.0万 | 1.4万股 | $529.7万 | 1.6万股 | -1,645股-10.21% | 减仓 |
| Q高通QCOM |
| 2.1% | 1.7% | $484.5万 | 2.6万股 | $353.5万 | 2.7万股 | -1,228股-4.47% | 减仓 |
 百事可乐PEP |
| 2.08% | 2.8% | $479.9万 | 3.5万股 | $581.9万 | 3.7万股 | -2,029股-5.41% | 减仓 |
 默沙东MRK |
| 2.08% | 2.27% | $479.6万 | 3.7万股 | $471.8万 | 3.9万股 | -1,900股-4.84% | 减仓 |
 加拿大国家铁路CNI |
| 1.65% | 1.64% | $379.5万 | 3.2万股 | $341.6万 | 3.3万股 | -1,408股-4.24% | 减仓 |
 斯伦贝谢SLB |
| 1.56% | 2.03% | $358.2万 | 7.7万股 | $420.7万 | 8.2万股 | -4,805股-5.87% | 减仓 |
 联合健康UNH |
| 1.45% | 1.09% | $333.3万 | 8,019股 | $227.2万 | 8,398股 | -379股-4.51% | 减仓 |
 联合太平洋铁路UNP |
| 1.33% | 1.37% | $306.7万 | 1.1万股 | $285.5万 | 1.2万股 | -493股-4.19% | 减仓 |
 万事达MA |
| 1.18% | 1.28% | $271.5万 | 5,287股 | $266.2万 | 5,327股 | -40股-0.75% | 减仓 |
 HALLIBURTON COMHAL |
| 1.15% | 1.55% | $264.3万 | 7.8万股 | $321.4万 | 8.2万股 | -4,602股-5.58% | 减仓 |
 AVALONBAY CMNTYS INC REITAVB |
| 1.08% | 1.12% | $248.0万 | 1.3万股 | $231.9万 | 1.4万股 | -1,054股-7.42% | 减仓 |
 礼来LLY |
| 1.06% | 0.9% | $244.8万 | 2,041股 | $187.7万 | 2,041股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.04% | 0.94% | $239.0万 | 6,327股 | $195.8万 | 6,327股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.99% | 1.43% | $227.9万 | 1.7万股 | $297.7万 | 1.8万股 | -878股-5.00% | 减仓 |
 亚马逊AMZN |
| 0.99% | 0.98% | $227.2万 | 9,533股 | $202.7万 | 9,733股 | -200股-2.05% | 减仓 |
 BroadridgeBR |
| 0.98% | 1.58% | $225.2万 | 1.6万股 | $329.2万 | 2.0万股 | -3,816股-18.84% | 减仓 |
 AMETEK COMAME |
| 0.96% | 0.94% | $220.2万 | 9,103股 | $195.8万 | 9,133股 | -30股-0.33% | 减仓 |
 Meta平台META |
| 0.9% | 0.82% | $206.8万 | 3,672股 | $171.0万 | 2,988股 | +684股+22.89% | 加仓 |
 CHURCH & DWIGHTCHD |
| 0.81% | 0.86% | $186.0万 | 1.9万股 | $179.6万 | 1.9万股 | -49股-0.25% | 减仓 |
 霍尼韦尔HON |
| 0.79% | 1.86% | $181.5万 | 8,107股 | $386.4万 | 1.7万股 | -8,990股-52.58% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.78% | — | $179.2万 | 8,107股 | $0 | 0股 | +8,107股 | 新买入 |
 PALO ALTOPANW |
| 0.7% | 0.36% | $160.4万 | 4,703股 | $75.4万 | 4,703股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 0.69% | 0.73% | $159.5万 | 4,631股 | $150.9万 | 4,707股 | -76股-1.61% | 减仓 |
 ROSS STORES COMROST |
| 0.69% | 0.78% | $158.5万 | 7,447股 | $161.3万 | 7,447股 | 00.00% | 持仓不变 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.62% | 0.52% | $142.8万 | 1.5万股 | $108.0万 | 1.5万股 | -42股-0.28% | 减仓 |
 AMD超威AMD |
| 0.58% | 0.22% | $132.7万 | 2,284股 | $45.4万 | 2,231股 | +53股+2.38% | 加仓 |
 Markel Group Inc.MKL |
| 0.58% | 0.64% | $132.6万 | 679股 | $132.8万 | 694股 | -15股-2.16% | 减仓 |
 诺华NVS |
| 0.58% | 0.62% | $132.5万 | 8,456股 | $129.4万 | 8,470股 | -14股-0.17% | 减仓 |
 CrowdStrikeCRWD |
| 0.56% | 0.32% | $129.0万 | 1,690股 | $66.7万 | 1,708股 | -18股-1.05% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.55% | $125.0万 | 2,498股 | $115.1万 | 2,401股 | +97股+4.04% | 加仓 |
 ILLINOIS TOOLITW |
| 0.52% | 0.56% | $120.1万 | 4,440股 | $115.9万 | 4,451股 | -11股-0.25% | 减仓 |
| DDICKS SPORTING GOODSDKS |
| 0.52% | 0.49% | $118.7万 | 5,235股 | $102.4万 | 5,166股 | +69股+1.34% | 加仓 |
 好市多COST |
| 0.51% | 0.61% | $117.8万 | 1,259股 | $126.4万 | 1,269股 | -10股-0.79% | 减仓 |
