 苹果AAPL |
| 8.01% | 10.31% | $1,052.2万 | 3.6万股 | $932.4万 | 3.7万股 | -375股-1.02% | 减仓 |
 英伟达NVDA |
| 7.91% | 10.01% | $1,039.2万 | 5.2万股 | $904.7万 | 5.2万股 | +61股+0.12% | 加仓 |
 谷歌AGOOGL |
| 5.93% | — | $778.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 微软MSFT |
| 4.68% | 6.72% | $614.4万 | 1.6万股 | $607.8万 | 1.6万股 | +53股+0.32% | 加仓 |
 亚马逊AMZN |
| 3.91% | 4.95% | $513.8万 | 2.2万股 | $447.7万 | 2.1万股 | +60股+0.28% | 加仓 |
 博通AVGO |
| 2.61% | 3.09% | $342.5万 | 9,068股 | $279.4万 | 9,028股 | +40股+0.44% | 加仓 |
 AMD超威AMD |
| 2.46% | 1.25% | $323.5万 | 5,569股 | $113.0万 | 5,556股 | +13股+0.23% | 加仓 |
 摩根大通JPM |
| 2.46% | 3.26% | $322.8万 | 9,861股 | $294.5万 | 1.0万股 | -151股-1.51% | 减仓 |
 卡特彼勒CAT |
| 2.34% | 2.26% | $307.4万 | 2,887股 | $204.5万 | 2,887股 | 00.00% | 持仓不变 |
 美光科技MU |
| 2.22% | — | $291.2万 | 2,523股 | $0 | 0股 | +2,523股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 2.1% | — | $275.8万 | 7,806股 | $0 | 0股 | +7,806股 | 新买入 |
 特斯拉TSLA |
| 2.05% | 2.62% | $269.0万 | 6,395股 | $237.2万 | 6,380股 | +15股+0.24% | 加仓 |
 Meta平台META |
| 2.01% | 2.95% | $263.5万 | 4,678股 | $266.8万 | 4,663股 | +15股+0.32% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.9% | 2.21% | $249.6万 | 6,284股 | $199.9万 | 6,284股 | 00.00% | 持仓不变 |
 高盛GS |
| 1.72% | — | $225.8万 | 2,233股 | $0 | 0股 | +2,233股 | 新买入 |
 VisaV |
| 1.7% | — | $223.0万 | 6,500股 | $0 | 0股 | +6,500股 | 新买入 |
 礼来LLY |
| 1.65% | 1.83% | $216.1万 | 1,802股 | $165.2万 | 1,796股 | +6股+0.33% | 加仓 |
 英特尔INTC |
| 1.6% | 0.74% | $210.7万 | 1.5万股 | $66.6万 | 1.5万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 1.38% | 1.71% | $181.0万 | 3.2万股 | $154.2万 | 3.2万股 | +130股+0.41% | 加仓 |
 德州仪器TXN |
| 1.33% | 1.25% | $174.0万 | 5,837股 | $112.7万 | 5,805股 | +32股+0.55% | 加仓 |
 思科CSCO |
| 1.25% | — | $163.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 林德LIN |
| 1.19% | 1.65% | $156.5万 | 3,015股 | $149.5万 | 3,015股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 1.1% | — | $144.5万 | 3,477股 | $0 | 0股 | +3,477股 | 新买入 |
 家得宝HD |
| 0.98% | 1.33% | $129.2万 | 3,662股 | $120.0万 | 3,650股 | +12股+0.33% | 加仓 |
 Globe LifeGL |
| 0.93% | 1.05% | $122.8万 | 6,870股 | $95.2万 | 6,844股 | +26股+0.38% | 加仓 |
 甲骨文ORCL |
| 0.9% | — | $118.7万 | 8,103股 | $0 | 0股 | +8,103股 | 新买入 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.86% | 1.3% | $112.7万 | 6,760股 | $117.3万 | 6,760股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.82% | 1.09% | $108.3万 | 4,836股 | $98.3万 | 4,836股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.82% | 0.96% | $107.4万 | 7,674股 | $86.6万 | 7,640股 | +34股+0.45% | 加仓 |
 美国运通AXP |
| 0.8% | 1.05% | $105.7万 | 3,124股 | $94.5万 | 3,124股 | 00.00% | 持仓不变 |
 ASSURANTAIZ |
| 0.77% | — | $101.7万 | 3,787股 | $0 | 0股 | +3,787股 | 新买入 |
 艾伯维ABBV |
| 0.74% | — | $96.7万 | 3,842股 | $0 | 0股 | +3,842股 | 新买入 |
 默沙东MRK |
| 0.71% | — | $93.5万 | 7,277股 | $0 | 0股 | +7,277股 | 新买入 |
 DANAHER DEL COMDHR |
| 0.71% | 1.02% | $93.4万 | 4,902股 | $92.5万 | 4,878股 | +24股+0.49% | 加仓 |
 阿默普莱斯AMP |
| 0.68% | — | $88.9万 | 1,938股 | $0 | 0股 | +1,938股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 0.67% | 0.89% | $88.6万 | 4,895股 | $80.6万 | 4,877股 | +18股+0.37% | 加仓 |
 雪佛龙CVX |
| 0.66% | 1.19% | $86.7万 | 5,229股 | $107.7万 | 5,203股 | +26股+0.50% | 加仓 |
 NETFLIXNFLX |
| 0.63% | 1.22% | $82.2万 | 1.2万股 | $110.2万 | 1.1万股 | +50股+0.44% | 加仓 |
 PAYCHEX COMPAYX |
| 0.62% | 0.84% | $81.4万 | 8,275股 | $76.2万 | 8,275股 | 00.00% | 持仓不变 |
| NNVRNVR |
| 0.61% | 0.86% | $80.4万 | 118股 | $77.8万 | 118股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.6% | 0.84% | $78.4万 | 2,164股 | $76.1万 | 2,164股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.59% | 0.99% | $77.5万 | 2,866股 | $89.1万 | 2,866股 | 00.00% | 持仓不变 |
 LoewsL |
| 0.59% | 0.8% | $77.2万 | 6,822股 | $72.3万 | 6,773股 | +49股+0.72% | 加仓 |
 迪士尼DIS |
| 0.58% | 0.85% | $76.7万 | 7,967股 | $76.8万 | 7,967股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.57% | 0.89% | $74.4万 | 6,568股 | $80.8万 | 6,499股 | +69股+1.06% | 加仓 |
 通用动力GD |
| 0.56% | 0.79% | $73.5万 | 2,075股 | $71.2万 | 2,075股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.56% | 0.99% | $73.0万 | 5,336股 | $89.5万 | 5,274股 | +62股+1.18% | 加仓 |
 空气化工APD |
| 0.53% | 0.76% | $69.4万 | 2,368股 | $68.8万 | 2,368股 | 00.00% | 持仓不变 |
 新闻集团NWSA |
| 0.51% | — | $66.7万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 万事达MA |
| 0.48% | — | $62.6万 | 1,219股 | $0 | 0股 | +1,219股 | 新买入 |
