 苹果AAPL |
| 8.93% | 8.8% | $1,026.7万 | 3.5万股 | $907.1万 | 3.6万股 | -262股-0.73% | 减仓 |
 谷歌AGOOGL |
| 6.57% | 5.96% | $755.0万 | 2.1万股 | $613.8万 | 2.1万股 | -220股-1.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.84% | 4.38% | $556.5万 | 1.6万股 | $451.8万 | 1.6万股 | 00.00% | 持仓不变 |
 好市多COST |
| 3.74% | 4.45% | $429.9万 | 4,596股 | $459.0万 | 4,606股 | -10股-0.22% | 减仓 |
 微软MSFT |
| 3.36% | 3.72% | $386.6万 | 1.0万股 | $383.6万 | 1.0万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 3.06% | 3.32% | $352.3万 | 9,730股 | $342.4万 | 9,730股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.15% | 2.15% | $247.6万 | 1.2万股 | $221.9万 | 1.3万股 | -350股-2.75% | 减仓 |
 ALLISON TRANSMISSION IALSN |
| 2.06% | 2.39% | $237.0万 | 2.1万股 | $246.1万 | 2.1万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 2.04% | 1.65% | $235.1万 | 1.3万股 | $169.6万 | 1.3万股 | -450股-3.42% | 减仓 |
 亚马逊AMZN |
| 1.97% | 1.92% | $226.5万 | 9,503股 | $198.3万 | 9,523股 | -20股-0.21% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.95% | 2.04% | $224.5万 | 4,487股 | $210.2万 | 4,387股 | +100股+2.28% | 加仓 |
 美光科技MU |
| 1.91% | 0.85% | $219.3万 | 1,900股 | $87.8万 | 2,600股 | -700股-26.92% | 减仓 |
 思科CSCO |
| 1.75% | 1.29% | $201.5万 | 1.7万股 | $133.1万 | 1.7万股 | 00.00% | 持仓不变 |
 高盛GS |
| 1.66% | 1.55% | $191.1万 | 1,890股 | $159.9万 | 1,890股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.48% | 1.26% | $169.7万 | 1,415股 | $130.1万 | 1,415股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 1.34% | 1.4% | $153.9万 | 1.2万股 | $144.0万 | 1.2万股 | 00.00% | 持仓不变 |
 PRICESMARTPSMT |
| 1.3% | 1.12% | $149.6万 | 7,660股 | $115.3万 | 7,660股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.22% | 1.31% | $140.6万 | 5,537股 | $135.3万 | 5,537股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.15% | 1.16% | $132.5万 | 4,048股 | $119.1万 | 4,048股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 1.07% | 0.79% | $122.5万 | 1,150股 | $81.5万 | 1,150股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.96% | 0.93% | $110.8万 | 4,402股 | $95.7万 | 4,402股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.95% | 1.12% | $108.9万 | 1.2万股 | $115.2万 | 1.2万股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.88% | 1.08% | $100.9万 | 7,990股 | $111.4万 | 7,990股 | 00.00% | 持仓不变 |
 好事达ALL |
| 0.83% | 0.8% | $95.2万 | 4,000股 | $82.9万 | 4,000股 | 00.00% | 持仓不变 |
 马拉松石油MPC |
| 0.77% | 0.85% | $88.2万 | 3,450股 | $87.9万 | 3,600股 | -150股-4.17% | 减仓 |
 霍尼韦尔HON |
| 0.75% | 1.68% | $86.0万 | 3,840股 | $173.6万 | 7,679股 | -3,839股-49.99% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.74% | — | $84.9万 | 3,839股 | $0 | 0股 | +3,839股 | 新买入 |
 EquinixEQIX |
| 0.73% | 0.76% | $83.7万 | 803股 | $78.7万 | 803股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.73% | 0.31% | $83.4万 | 1,934股 | $32.4万 | 1,974股 | -40股-2.03% | 减仓 |
 迪士尼DIS |
| 0.73% | 0.81% | $83.4万 | 8,669股 | $83.6万 | 8,669股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.72% | 0.67% | $83.0万 | 1.2万股 | $69.1万 | 9,600股 | +1,900股+19.79% | 加仓 |
 GEN DIGITALGEN |
| 0.71% | 0.6% | $81.9万 | 3.3万股 | $62.0万 | 3.3万股 | 00.00% | 持仓不变 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.7% | 0.26% | $80.1万 | 1.5万股 | $26.8万 | 1.5万股 | 00.00% | 持仓不变 |
 VistraVST |
| 0.68% | 0.72% | $78.6万 | 4,958股 | $74.5万 | 4,958股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.68% | 0.64% | $77.7万 | 1.4万股 | $66.4万 | 1.4万股 | 00.00% | 持仓不变 |
 MP MATERIALSMP |
| 0.65% | 0.63% | $74.8万 | 1.3万股 | $64.4万 | 1.3万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.65% | 0.74% | $74.6万 | 1,325股 | $75.8万 | 1,325股 | 00.00% | 持仓不变 |
 纽蒙特NEM |
| 0.64% | 0.83% | $73.5万 | 7,874股 | $85.2万 | 7,874股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.64% | 0.96% | $73.2万 | 1.0万股 | $98.9万 | 1.0万股 | -30股-0.29% | 减仓 |
| B巴里克黄金GOLD |
| 0.63% | 0.79% | $72.9万 | 2.0万股 | $81.0万 | 2.0万股 | 00.00% | 持仓不变 |
 ONEOKOKE |
| 0.62% | 0.72% | $71.0万 | 8,164股 | $73.8万 | 8,164股 | 00.00% | 持仓不变 |
 NVENT ELECTRICNVT |
| 0.61% | 0.48% | $70.3万 | 4,142股 | $49.0万 | 4,142股 | 00.00% | 持仓不变 |
 NORFOLK SOUTHN COMNSC |
| 0.6% | 0.62% | $69.6万 | 2,211股 | $63.5万 | 2,211股 | 00.00% | 持仓不变 |
 美敦力MDT |
| 0.6% | 0.74% | $68.9万 | 8,808股 | $76.3万 | 8,808股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.58% | 0.59% | $66.3万 | 2,800股 | $60.6万 | 2,820股 | -20股-0.71% | 减仓 |
 NISOURCE COMNI |
| 0.57% | 0.63% | $65.9万 | 1.4万股 | $64.7万 | 1.4万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.56% | 0.62% | $64.1万 | 4,375股 | $64.4万 | 4,375股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 0.55% | 0.79% | $62.9万 | 2.6万股 | $81.4万 | 2.8万股 | -2,700股-9.53% | 减仓 |
 联合包裹UPSUPS |
| 0.55% | 0.56% | $62.9万 | 5,850股 | $57.6万 | 5,850股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.53% | 0.32% | $61.5万 | 2,406股 | $32.7万 | 2,406股 | 00.00% | 持仓不变 |
