 苹果AAPL |
| 6.88% | 6.65% | $6,540.7万 | 22.6万股 | $5,764.2万 | 22.7万股 | -1,082股-0.48% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.56% | 5.17% | $5,292.3万 | 15.0万股 | $4,480.8万 | 15.6万股 | -6,419股-4.11% | 减仓 |
 微软MSFT |
| 4.73% | 5% | $4,498.2万 | 12.1万股 | $4,339.2万 | 11.7万股 | +3,369股+2.87% | 加仓 |
 VisaV |
| 3.72% | 3.53% | $3,542.0万 | 10.3万股 | $3,057.7万 | 10.1万股 | +2,069股+2.05% | 加仓 |
 贝莱德·INC COMBLK |
| 3.69% | 3.99% | $3,511.1万 | 3.7万股 | $3,463.8万 | 3.6万股 | +498股+1.38% | 加仓 |
 谷歌AGOOGL |
| 3.54% | 3.25% | $3,372.0万 | 9.4万股 | $2,822.1万 | 9.8万股 | -3,783股-3.85% | 减仓 |
 迈威尔MRVL |
| 3.5% | 1.4% | $3,326.6万 | 11.2万股 | $1,216.5万 | 12.3万股 | -1.1万股-9.07% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 3.22% | 3.54% | $3,060.4万 | 33.2万股 | $3,072.7万 | 33.3万股 | -537股-0.16% | 减仓 |
 强生JNJ |
| 3.17% | 3.3% | $3,013.3万 | 11.9万股 | $2,864.9万 | 11.7万股 | +1,444股+1.23% | 加仓 |
 ExpediaEXPE |
| 2.74% | 2.65% | $2,602.5万 | 16.0万股 | $2,302.6万 | 16.1万股 | -1,080股-0.67% | 减仓 |
| T赛默飞世尔TMO |
| 2.71% | 2.88% | $2,582.4万 | 5.2万股 | $2,497.0万 | 5.1万股 | +707股+1.39% | 加仓 |
 EOG资源EOG |
| 2.44% | 3% | $2,322.4万 | 17.9万股 | $2,601.7万 | 18.0万股 | -944股-0.52% | 减仓 |
 好市多COST |
| 2.34% | 2.74% | $2,225.9万 | 2.4万股 | $2,375.5万 | 2.4万股 | -46股-0.19% | 减仓 |
 家得宝HD |
| 2.31% | 2.36% | $2,201.1万 | 6.2万股 | $2,044.2万 | 6.2万股 | +258股+0.42% | 加仓 |
 史赛克SYK |
| 2.27% | 2.48% | $2,158.9万 | 6.9万股 | $2,153.8万 | 6.6万股 | +3,023股+4.61% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 2.23% | 1.97% | $2,123.4万 | 13.4万股 | $1,706.5万 | 13.4万股 | +582股+0.44% | 加仓 |
 加拿大国家铁路CNI |
| 1.67% | 1.56% | $1,593.2万 | 13.4万股 | $1,351.4万 | 13.1万股 | +2,115股+1.61% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.63% | 1.56% | $1,549.6万 | 7.3万股 | $1,352.5万 | 7.0万股 | +2,358股+3.35% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.57% | 1.35% | $1,493.8万 | 3.8万股 | $1,170.4万 | 3.7万股 | +822股+2.23% | 加仓 |
 埃森哲ACN |
| 1.41% | 2.55% | $1,343.3万 | 10.8万股 | $2,209.9万 | 11.1万股 | -3,498股-3.14% | 减仓 |
 梅特勒托利多MTD |
| 1.39% | 1.52% | $1,326.4万 | 1.0万股 | $1,318.0万 | 1.0万股 | -67股-0.64% | 减仓 |
 摩根大通JPM |
| 1.38% | 1.04% | $1,315.9万 | 4.0万股 | $906.0万 | 3.1万股 | +9,402股+30.53% | 加仓 |
 万事达MA |
| 1.37% | 1.46% | $1,299.9万 | 2.5万股 | $1,263.7万 | 2.5万股 | +19股+0.08% | 加仓 |
 埃克森美孚XOM |
| 1.21% | 1.76% | $1,146.5万 | 8.4万股 | $1,528.7万 | 9.0万股 | -6,247股-6.93% | 减仓 |
 AMETEK COMAME |
| 1.2% | 1.15% | $1,146.4万 | 4.7万股 | $1,001.4万 | 4.7万股 | +667股+1.43% | 加仓 |
 罗克韦尔自动化ROK |
| 1.19% | 0.93% | $1,134.2万 | 2.3万股 | $803.0万 | 2.2万股 | +534股+2.39% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.19% | 1.32% | $1,128.2万 | 46.7万股 | $1,146.7万 | 47.2万股 | -5,139股-1.09% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.1% | 0.97% | $1,051.0万 | 5.5万股 | $842.1万 | 6.3万股 | -8,200股-12.94% | 减仓 |
 艺康ECL |
| 1.05% | 1.08% | $1,001.8万 | 3.6万股 | $937.8万 | 3.5万股 | +703股+1.99% | 加仓 |
 宝洁PG |
| 1.03% | 1.1% | $983.8万 | 6.7万股 | $956.9万 | 6.6万股 | +837股+1.26% | 加仓 |
| VVALMONT INDSVMI |
| 0.9% | 0.69% | $852.9万 | 1.5万股 | $597.4万 | 1.5万股 | -184股-1.23% | 减仓 |
 艾默生电气EMR |
| 0.82% | 0.82% | $779.4万 | 5.4万股 | $711.2万 | 5.4万股 | +164股+0.30% | 加仓 |
 英伟达NVDA |
| 0.81% | 0.78% | $772.8万 | 3.9万股 | $672.6万 | 3.9万股 | +56股+0.15% | 加仓 |
| IiShares安硕信托USMV |
| 0.78% | 0.84% | $745.6万 | 7.7万股 | $732.5万 | 7.9万股 | -1,680股-2.13% | 减仓 |
 林德LIN |
| 0.72% | 0.46% | $685.6万 | 1.3万股 | $402.2万 | 8,113股 | +5,099股+62.85% | 加仓 |
 百事可乐PEP |
| 0.71% | 0.87% | $671.0万 | 5.0万股 | $758.2万 | 4.9万股 | +731股+1.50% | 加仓 |
 WEYERHAEUSERWY |
| 0.69% | 0.77% | $653.4万 | 27.3万股 | $666.7万 | 27.3万股 | 00.00% | 持仓不变 |
| RRBC BEARINGSRBC |
| 0.67% | 0.65% | $642.0万 | 9,968股 | $567.9万 | 1.0万股 | -489股-4.68% | 减仓 |
 雪佛龙CVX |
| 0.64% | 0.89% | $611.6万 | 3.7万股 | $769.0万 | 3.7万股 | -268股-0.72% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.62% | 0.61% | $585.8万 | 11.2万股 | $526.3万 | 10.0万股 | +1.2万股+11.62% | 加仓 |
 卡特彼勒CAT |
| 0.6% | 0.42% | $573.7万 | 5,387股 | $362.5万 | 5,117股 | +270股+5.28% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.6% | 0.64% | $568.3万 | 1.1万股 | $553.6万 | 1.2万股 | -195股-1.69% | 减仓 |
 恩智浦NXPI |
| 0.59% | 0.44% | $563.2万 | 2.0万股 | $384.4万 | 2.0万股 | +512股+2.62% | 加仓 |
 WASTE CONNECTIONSWCN |
| 0.48% | 0.51% | $453.0万 | 2.7万股 | $441.5万 | 2.7万股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 0.44% | 0.35% | $422.8万 | 1.9万股 | $305.9万 | 1.3万股 | +5,657股+42.50% | 加仓 |
| V先锋领航全球基金VGT |
| 0.44% | 0.35% | $418.2万 | 3.5万股 | $305.2万 | 4,374股 | +3.1万股+700.00% | 加仓 |
 麦当劳MCD |
| 0.43% | 0.33% | $407.9万 | 1.5万股 | $282.8万 | 9,098股 | +5,991股+65.85% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.42% | 0.4% | $402.8万 | 13.9万股 | $348.9万 | 13.9万股 | +87股+0.06% | 加仓 |
 TRIMBLE COMTRMB |
| 0.41% | 0.59% | $389.4万 | 7.6万股 | $508.7万 | 7.8万股 | -1,913股-2.45% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.41% | 0.42% | $385.6万 | 1.6万股 | $360.1万 | 1.7万股 | -450股-2.69% | 减仓 |
