 苹果AAPL |
| 7.12% | 7.3% | $1,255.9万 | 4.3万股 | $1,089.0万 | 4.3万股 | +495股+1.15% | 加仓 |
 微软MSFT |
| 5.4% | 6.26% | $951.6万 | 2.6万股 | $933.4万 | 2.5万股 | +296股+1.17% | 加仓 |
 卡特彼勒CAT |
| 4.66% | 3.61% | $822.4万 | 7,723股 | $537.8万 | 7,591股 | +132股+1.74% | 加仓 |
 摩根大通JPM |
| 3.48% | 3.65% | $614.4万 | 1.9万股 | $544.6万 | 1.9万股 | +258股+1.39% | 加仓 |
 英伟达NVDA |
| 3.46% | 3.51% | $609.8万 | 3.0万股 | $523.1万 | 3.0万股 | +486股+1.62% | 加仓 |
 博通AVGO |
| 3.45% | 3.34% | $608.3万 | 1.6万股 | $497.6万 | 1.6万股 | +25股+0.16% | 加仓 |
 艾伯维ABBV |
| 3.3% | 3.35% | $582.5万 | 2.3万股 | $499.4万 | 2.3万股 | +183股+0.80% | 加仓 |
 家得宝HD |
| 2.69% | 3.01% | $474.5万 | 1.3万股 | $449.0万 | 1.4万股 | -199股-1.46% | 减仓 |
 亚马逊AMZN |
| 2.45% | 2.46% | $432.2万 | 1.8万股 | $366.6万 | 1.8万股 | +532股+3.02% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.27% | 2.11% | $399.7万 | 1.1万股 | $315.2万 | 1.1万股 | +325股+2.96% | 加仓 |
 雷神技术RTX |
| 2.15% | 2.58% | $379.0万 | 2.0万股 | $385.0万 | 2.0万股 | +16股+0.08% | 加仓 |
 联合太平洋铁路UNP |
| 2.11% | 2.22% | $371.6万 | 1.4万股 | $330.6万 | 1.4万股 | +36股+0.26% | 加仓 |
 迪尔DE |
| 1.87% | 1.96% | $330.4万 | 5,209股 | $292.5万 | 5,193股 | +16股+0.31% | 加仓 |
 科磊KLAC |
| 1.87% | 1.08% | $329.6万 | 1.1万股 | $160.5万 | 1,090股 | +9,835股+902.29% | 加仓 |
 沃尔玛WMT |
| 1.75% | 2.27% | $308.1万 | 2.7万股 | $339.0万 | 2.7万股 | -74股-0.27% | 减仓 |
 泛林集团LRCX |
| 1.72% | 0.98% | $302.5万 | 6,981股 | $145.7万 | 6,821股 | +160股+2.35% | 加仓 |
 强生JNJ |
| 1.66% | 1.8% | $292.9万 | 1.2万股 | $268.2万 | 1.1万股 | +560股+5.10% | 加仓 |
 好市多COST |
| 1.64% | 2.02% | $290.0万 | 3,100股 | $301.9万 | 3,030股 | +70股+2.31% | 加仓 |
 GE航空GE |
| 1.64% | 1.35% | $288.4万 | 7,717股 | $201.4万 | 7,097股 | +620股+8.74% | 加仓 |
 VisaV |
| 1.52% | 1.55% | $268.1万 | 7,816股 | $231.5万 | 7,660股 | +156股+2.04% | 加仓 |
 阿斯麦ASML |
| 1.47% | 0.96% | $259.6万 | 1,305股 | $142.9万 | 1,082股 | +223股+20.61% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 1.45% | 1.44% | $254.9万 | 1.0万股 | $215.4万 | 1.0万股 | +1股+0.01% | 加仓 |
 谷歌AGOOGL |
| 1.36% | 1.2% | $238.9万 | 6,685股 | $179.2万 | 6,233股 | +452股+7.25% | 加仓 |
| IINVESCO T DYNMC SEMICNDTPSI |
| 1.22% | 0.7% | $214.6万 | 1.1万股 | $104.0万 | 1.1万股 | +405股+3.68% | 加仓 |
 TJXTJX |
| 1.15% | 1.39% | $201.9万 | 1.3万股 | $206.8万 | 1.3万股 | +380股+2.94% | 加仓 |
 台积电TSM |
| 1.12% | 0.86% | $198.3万 | 4,153股 | $128.5万 | 3,803股 | +350股+9.20% | 加仓 |
 礼来LLY |
| 1.11% | 0.96% | $194.9万 | 1,625股 | $142.6万 | 1,550股 | +75股+4.84% | 加仓 |
 埃克森美孚XOM |
| 1.09% | 1.59% | $192.0万 | 1.4万股 | $237.2万 | 1.4万股 | +66股+0.47% | 加仓 |
 Meta平台META |
| 1.02% | 1.14% | $179.4万 | 3,184股 | $170.6万 | 2,981股 | +203股+6.81% | 加仓 |
 麦当劳MCD |
| 1% | 1.42% | $176.2万 | 6,520股 | $211.2万 | 6,795股 | -275股-4.05% | 减仓 |
 CrowdStrikeCRWD |
| 0.99% | 0.57% | $174.8万 | 2,290股 | $85.5万 | 2,190股 | +100股+4.57% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.98% | 1.1% | $172.3万 | 3,443股 | $164.0万 | 3,423股 | +20股+0.58% | 加仓 |
 PALO ALTOPANW |
| 0.95% | 0.48% | $167.3万 | 4,907股 | $71.8万 | 4,477股 | +430股+9.60% | 加仓 |
 ILLINOIS TOOLITW |
| 0.89% | 1% | $156.3万 | 5,777股 | $149.7万 | 5,752股 | +25股+0.43% | 加仓 |
 AMGEN COMAMGN |
| 0.87% | 1% | $153.7万 | 4,243股 | $148.4万 | 4,218股 | +25股+0.59% | 加仓 |
 美光科技MU |
| 0.87% | 0.22% | $152.9万 | 1,325股 | $32.9万 | 975股 | +350股+35.90% | 加仓 |
 马拉松石油MPC |
| 0.86% | 0.96% | $152.1万 | 5,948股 | $143.3万 | 5,868股 | +80股+1.36% | 加仓 |
| T赛默飞世尔TMO |
| 0.86% | 1.01% | $150.9万 | 3,010股 | $151.4万 | 3,080股 | -70股-2.27% | 减仓 |
 GE VernovaGEV |
| 0.74% | 0.58% | $130.2万 | 1,108股 | $86.2万 | 988股 | +120股+12.15% | 加仓 |
| AASTERA LABSALAB |
| 0.71% | 0.17% | $125.6万 | 2,600股 | $25.5万 | 2,325股 | +275股+11.83% | 加仓 |
| N新纪元能源NEE |
| 0.7% | 0.88% | $124.2万 | 1.4万股 | $130.6万 | 1.4万股 | +90股+0.64% | 加仓 |
 雪佛龙CVX |
| 0.69% | 1.02% | $121.9万 | 7,356股 | $151.9万 | 7,343股 | +13股+0.18% | 加仓 |
 洛克希德马丁LMT |
| 0.68% | 0.94% | $120.5万 | 2,366股 | $140.3万 | 2,321股 | +45股+1.94% | 加仓 |
 Targa资源TRGP |
| 0.61% | 0.62% | $107.7万 | 4,015股 | $91.8万 | 3,660股 | +355股+9.70% | 加仓 |
 ADPADP |
| 0.6% | 0.65% | $105.0万 | 4,687股 | $97.3万 | 4,787股 | -100股-2.09% | 减仓 |
 万事达MA |
| 0.57% | 0.66% | $101.4万 | 1,973股 | $97.8万 | 1,958股 | +15股+0.77% | 加仓 |
 宝洁PG |
| 0.56% | 0.65% | $98.2万 | 6,698股 | $96.7万 | 6,698股 | 00.00% | 持仓不变 |
 CARRIER GLOBALCARR |
| 0.55% | 0.51% | $97.3万 | 1.3万股 | $76.7万 | 1.4万股 | -350股-2.57% | 减仓 |
 百事可乐PEP |
| 0.51% | 0.71% | $89.5万 | 6,607股 | $105.7万 | 6,807股 | -200股-2.94% | 减仓 |
 雅培ABT |
| 0.49% | 0.71% | $85.7万 | 9,447股 | $106.0万 | 1.0万股 | -875股-8.48% | 减仓 |
