 康宁GLW |
| 6.9% | 5.64% | $7,720.4万 | 30.2万股 | $5,643.2万 | 41.5万股 | -11.3万股-27.17% | 减仓 |
 谷歌AGOOGL |
| 5.39% | 4.92% | $6,028.9万 | 16.9万股 | $4,922.2万 | 17.1万股 | -2,470股-1.44% | 减仓 |
 VisaV |
| 4.09% | 3.96% | $4,576.8万 | 13.3万股 | $3,966.4万 | 13.1万股 | +2,165股+1.65% | 加仓 |
 安费诺APH |
| 4.03% | 3.22% | $4,515.1万 | 25.6万股 | $3,228.4万 | 25.6万股 | +567股+0.22% | 加仓 |
 微软MSFT |
| 3.98% | 4.33% | $4,458.6万 | 12.0万股 | $4,334.0万 | 11.7万股 | +2,447股+2.09% | 加仓 |
 亚马逊AMZN |
| 3.86% | 3.77% | $4,317.1万 | 18.1万股 | $3,775.2万 | 18.1万股 | -131股-0.07% | 减仓 |
 艾伯维ABBV |
| 3.48% | 3.36% | $3,894.3万 | 15.5万股 | $3,364.2万 | 15.5万股 | +74股+0.05% | 加仓 |
 思科CSCO |
| 3.04% | 2.35% | $3,400.8万 | 29.0万股 | $2,354.8万 | 30.3万股 | -1.4万股-4.60% | 减仓 |
 AMGEN COMAMGN |
| 2.94% | 3.19% | $3,292.5万 | 9.1万股 | $3,193.8万 | 9.1万股 | +153股+0.17% | 加仓 |
 AMETEK COMAME |
| 2.89% | 2.87% | $3,235.5万 | 13.4万股 | $2,869.1万 | 13.4万股 | -116股-0.09% | 减仓 |
 高盛GS |
| 2.87% | 2.68% | $3,209.0万 | 3.2万股 | $2,684.5万 | 3.2万股 | -3股-0.01% | 减仓 |
 ShopifySHOP |
| 2.75% | 3.13% | $3,083.3万 | 27.0万股 | $3,129.5万 | 26.4万股 | +6,210股+2.35% | 加仓 |
 SIMPSON MFGSSD |
| 2.68% | 1.81% | $2,994.7万 | 14.3万股 | $1,813.2万 | 10.6万股 | +3.7万股+35.39% | 加仓 |
 强生JNJ |
| 2.61% | 2.39% | $2,921.6万 | 11.5万股 | $2,390.7万 | 9.8万股 | +1.7万股+17.62% | 加仓 |
 家得宝HD |
| 2.56% | 2.63% | $2,868.3万 | 8.1万股 | $2,629.1万 | 8.0万股 | +1,390股+1.74% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.33% | 2.23% | $2,609.8万 | 3.5万股 | $2,231.3万 | 3.4万股 | +638股+1.86% | 加仓 |
 宝洁PG |
| 2.26% | 2.41% | $2,530.8万 | 17.3万股 | $2,415.8万 | 16.7万股 | +5,329股+3.19% | 加仓 |
 APTARGROUPATR |
| 2.22% | 2.31% | $2,488.7万 | 19.9万股 | $2,312.5万 | 18.3万股 | +1.5万股+8.32% | 加仓 |
| T赛默飞世尔TMO |
| 2.2% | 2.42% | $2,457.1万 | 4.9万股 | $2,427.0万 | 4.9万股 | -368股-0.75% | 减仓 |
| RRELIANCERS |
| 2.12% | 1.94% | $2,372.5万 | 6.4万股 | $1,938.3万 | 6.4万股 | -271股-0.42% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 2.12% | 2.23% | $2,368.7万 | 10.3万股 | $2,235.4万 | 10.3万股 | -33股-0.03% | 减仓 |
 优步UBER |
| 1.94% | 2.16% | $2,174.5万 | 30.1万股 | $2,158.6万 | 30.0万股 | +1,250股+0.42% | 加仓 |
 VertivVRT |
| 1.9% | 2.15% | $2,122.5万 | 6.3万股 | $2,156.9万 | 8.6万股 | -2.3万股-26.35% | 减仓 |
| SSPDR行业精选信托XLU |
| 1.63% | 1.8% | $1,826.7万 | 40.3万股 | $1,798.8万 | 39.2万股 | +1.1万股+2.79% | 加仓 |
 耐克NKE |
| 1.6% | 2.31% | $1,786.0万 | 43.5万股 | $2,308.2万 | 43.7万股 | -1,915股-0.44% | 减仓 |
 雅培ABT |
| 1.59% | 2.25% | $1,774.8万 | 19.6万股 | $2,253.2万 | 21.9万股 | -2.4万股-10.87% | 减仓 |
 迪士尼DIS |
| 1.51% | 1.7% | $1,691.3万 | 17.6万股 | $1,697.6万 | 17.6万股 | -419股-0.24% | 减仓 |
 金佰利KMB |
| 1.4% | 1.39% | $1,568.8万 | 14.3万股 | $1,394.0万 | 14.5万股 | -1,589股-1.10% | 减仓 |
 苹果AAPL |
| 1.27% | 1.24% | $1,422.0万 | 4.9万股 | $1,238.8万 | 4.9万股 | +332股+0.68% | 加仓 |
 Meta平台META |
| 1.23% | 1.4% | $1,381.1万 | 2.5万股 | $1,400.5万 | 2.4万股 | +41股+0.17% | 加仓 |
 威瑞森VZ |
| 1.2% | 1.46% | $1,343.4万 | 31.7万股 | $1,466.5万 | 29.2万股 | +2.5万股+8.61% | 加仓 |
 伊顿ETN |
| 1.16% | 1.01% | $1,303.7万 | 3.1万股 | $1,012.0万 | 2.8万股 | +2,300股+8.13% | 加仓 |
 嘉信理财SCHW |
| 1.12% | 1.28% | $1,251.0万 | 13.6万股 | $1,279.8万 | 13.6万股 | -600股-0.44% | 减仓 |
 TRIMBLE COMTRMB |
| 1.09% | 1.54% | $1,217.3万 | 23.8万股 | $1,542.7万 | 23.7万股 | +1,350股+0.57% | 加仓 |
 百事可乐PEP |
| 1.03% | 1.33% | $1,151.3万 | 8.5万股 | $1,331.3万 | 8.6万股 | -698股-0.81% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.97% | 1.12% | $1,082.0万 | 33.8万股 | $1,124.9万 | 33.5万股 | +2,975股+0.89% | 加仓 |
| BBoxBOX |
| 0.84% | 0.83% | $945.0万 | 35.6万股 | $829.4万 | 35.1万股 | +5,205股+1.48% | 加仓 |
| RROBERT HALFRHI |
| 0.73% | 0.67% | $813.6万 | 26.5万股 | $673.2万 | 26.5万股 | 00.00% | 持仓不变 |
 HealthpeakDOC |
| 0.68% | 0.58% | $762.7万 | 35.6万股 | $585.0万 | 35.6万股 | +336股+0.09% | 加仓 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 0.68% | 0.73% | $760.0万 | 15.4万股 | $729.8万 | 15.6万股 | -1,930股-1.24% | 减仓 |
 辉瑞PFE |
| 0.58% | 0.21% | $645.1万 | 26.8万股 | $209.8万 | 7.5万股 | +19.3万股+258.50% | 加仓 |
 CrowdStrikeCRWD |
| 0.47% | 0.27% | $525.4万 | 6,885股 | $271.1万 | 6,945股 | -60股-0.86% | 减仓 |
 南方电力SO |
| 0.43% | 0.49% | $481.4万 | 5.0万股 | $488.4万 | 5.1万股 | -300股-0.59% | 减仓 |
 直觉外科ISRG |
| 0.41% | 0.54% | $464.3万 | 1.2万股 | $539.1万 | 1.2万股 | -19股-0.16% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.41% | 0.5% | $456.8万 | 3.6万股 | $499.2万 | 3.6万股 | +340股+0.95% | 加仓 |
| SSHAKE SHACKSHAK |
| 0.4% | 1.14% | $452.0万 | 8.1万股 | $1,137.2万 | 12.9万股 | -4.8万股-37.23% | 减仓 |
 CROWN CASTLE COMCCI |
| 0.4% | 0.49% | $447.8万 | 5.9万股 | $488.2万 | 6.0万股 | -908股-1.51% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.31% | 0.28% | $343.8万 | 8,657股 | $275.4万 | 8,657股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.3% | 0.3% | $340.6万 | 1.7万股 | $298.0万 | 1.7万股 | -63股-0.37% | 减仓 |
| VVIKING THERAPEUTICSVKTX |
| 0.3% | 0.28% | $333.4万 | 8.5万股 | $282.8万 | 8.7万股 | -1,430股-1.65% | 减仓 |
