 苹果AAPL |
| 9.71% | 9.75% | $1.45亿 | 50.3万股 | $1.28亿 | 50.5万股 | -2,691股-0.53% | 减仓 |
 美光科技MU |
| 7.85% | 3.13% | $1.18亿 | 10.2万股 | $4,121.5万 | 12.2万股 | -2.0万股-16.50% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 7.65% | 7.24% | $1.15亿 | 32.4万股 | $9,515.8万 | 33.2万股 | -7,622股-2.30% | 减仓 |
 微软MSFT |
| 5.02% | 5.67% | $7,523.1万 | 20.2万股 | $7,460.9万 | 20.2万股 | +127股+0.06% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 5% | 5.57% | $7,488.5万 | 100股 | $7,325.0万 | 102股 | -2股-1.96% | 减仓 |
 VisaV |
| 4.47% | 4.47% | $6,686.6万 | 19.5万股 | $5,882.8万 | 19.5万股 | +254股+0.13% | 加仓 |
 摩根大通JPM |
| 4.34% | 4.44% | $6,502.4万 | 19.9万股 | $5,839.4万 | 19.9万股 | +139股+0.07% | 加仓 |
 埃克森美孚XOM |
| 3.33% | 4.72% | $4,983.3万 | 36.4万股 | $6,206.2万 | 36.6万股 | -1,311股-0.36% | 减仓 |
 亚马逊AMZN |
| 3.08% | 3.06% | $4,617.2万 | 19.4万股 | $4,023.3万 | 19.3万股 | +549股+0.28% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.9% | 3.28% | $4,338.4万 | 8.7万股 | $4,307.2万 | 9.0万股 | -3,184股-3.54% | 减仓 |
 美国运通AXP |
| 2.75% | 2.8% | $4,109.9万 | 12.2万股 | $3,676.2万 | 12.2万股 | -29股-0.02% | 减仓 |
 阿斯麦ASML |
| 2.68% | 2.02% | $4,011.5万 | 2.0万股 | $2,657.2万 | 2.0万股 | +46股+0.23% | 加仓 |
 联合太平洋铁路UNP |
| 2.46% | 2.48% | $3,687.2万 | 13.6万股 | $3,259.7万 | 13.4万股 | +1,202股+0.89% | 加仓 |
 TransDigmTDG |
| 2.23% | 2.2% | $3,345.4万 | 2.5万股 | $2,890.4万 | 2.5万股 | +175股+0.70% | 加仓 |
 礼来LLY |
| 2.04% | 0.13% | $3,049.2万 | 2.5万股 | $168.1万 | 1,828股 | +2.4万股+1,290.70% | 加仓 |
 强生JNJ |
| 1.99% | 2.21% | $2,980.3万 | 11.7万股 | $2,903.3万 | 11.9万股 | -1,427股-1.20% | 减仓 |
| T赛默飞世尔TMO |
| 1.88% | 3.02% | $2,815.3万 | 5.6万股 | $3,975.8万 | 8.1万股 | -2.5万股-30.58% | 减仓 |
 谷歌AGOOGL |
| 1.81% | 1.66% | $2,709.5万 | 7.6万股 | $2,184.6万 | 7.6万股 | -150股-0.20% | 减仓 |
 BOOKING COMBKNG |
| 1.71% | 1.83% | $2,561.0万 | 14.4万股 | $2,408.7万 | 5,721股 | +13.8万股+2,411.47% | 加仓 |
 联合健康UNH |
| 1.6% | 1.22% | $2,393.4万 | 5.8万股 | $1,609.2万 | 5.9万股 | -1,887股-3.17% | 减仓 |
 林德LIN |
| 1.43% | 1.55% | $2,134.2万 | 4.1万股 | $2,037.2万 | 4.1万股 | +34股+0.08% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.3% | 1.62% | $1,943.9万 | 11.9万股 | $2,128.1万 | 12.3万股 | -4,469股-3.62% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.29% | 1.81% | $1,929.4万 | 15.7万股 | $2,382.8万 | 15.2万股 | +5,217股+3.44% | 加仓 |
 L3哈里斯LHX |
| 1.21% | 1.63% | $1,805.6万 | 6.2万股 | $2,142.0万 | 6.2万股 | +73股+0.12% | 加仓 |
 标普全球SPGI |
| 1.19% | 1.41% | $1,786.1万 | 4.4万股 | $1,849.0万 | 4.3万股 | +386股+0.89% | 加仓 |
 艺康ECL |
| 1.17% | 1.31% | $1,754.9万 | 6.3万股 | $1,722.2万 | 6.5万股 | -1,873股-2.90% | 减仓 |
 安费诺APH |
| 1.15% | 0.84% | $1,726.6万 | 9.8万股 | $1,102.1万 | 8.7万股 | +1.1万股+12.27% | 加仓 |
 威瑞信VRSN |
| 1.12% | 1.27% | $1,684.0万 | 6.7万股 | $1,663.3万 | 6.7万股 | -32股-0.05% | 减仓 |
 泛林集团LRCX |
| 0.92% | 0.56% | $1,384.5万 | 3.2万股 | $740.3万 | 3.5万股 | -2,700股-7.79% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.87% | 0.91% | $1,306.6万 | 7.2万股 | $1,194.1万 | 7.2万股 | 00.00% | 持仓不变 |
 COPART COMCPRT |
| 0.85% | 1.14% | $1,271.1万 | 45.1万股 | $1,493.6万 | 45.0万股 | +1,011股+0.22% | 加仓 |
 ZOETIS CL AZTS |
| 0.84% | 1.56% | $1,250.3万 | 17.4万股 | $2,054.7万 | 17.4万股 | +167股+0.10% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 0.69% | 0.85% | $1,035.2万 | 14.5万股 | $1,113.4万 | 14.4万股 | +136股+0.09% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.66% | 0.71% | $985.1万 | 23.1万股 | $939.7万 | 15.0万股 | +8.1万股+54.13% | 加仓 |
 赛富时CRM |
| 0.63% | 0.85% | $937.5万 | 6.0万股 | $1,119.0万 | 6.0万股 | -97股-0.16% | 减仓 |
 卡特彼勒CAT |
| 0.6% | 0.46% | $895.4万 | 8,408股 | $599.2万 | 8,458股 | -50股-0.59% | 减仓 |
 特灵科技TT |
| 0.58% | 0.56% | $865.9万 | 1.8万股 | $734.7万 | 1.8万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.55% | 0.59% | $827.7万 | 6.4万股 | $774.9万 | 6.4万股 | -10股-0.02% | 减仓 |
 GE航空GE |
| 0.48% | 0.42% | $720.0万 | 1.9万股 | $546.7万 | 1.9万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.44% | 0.48% | $655.0万 | 7.9万股 | $632.9万 | 7.9万股 | -235股-0.30% | 减仓 |
 宝洁PG |
| 0.35% | 0.39% | $517.8万 | 3.5万股 | $515.1万 | 3.6万股 | -352股-0.99% | 减仓 |
 GE VernovaGEV |
| 0.34% | 0.29% | $515.3万 | 4,386股 | $382.9万 | 4,386股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.34% | 0.32% | $505.0万 | 1.2万股 | $423.8万 | 1.2万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.3% | 0.44% | $453.4万 | 2.7万股 | $572.8万 | 2.8万股 | -332股-1.20% | 减仓 |
 Elevance健康ELV |
| 0.26% | 0.23% | $388.4万 | 1.0万股 | $296.9万 | 1.0万股 | -99股-0.98% | 减仓 |
 马丁玛丽埃塔MLM |
| 0.24% | 0.28% | $359.0万 | 6,225股 | $366.5万 | 6,225股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.23% | 0.33% | $345.9万 | 14.4万股 | $432.1万 | 15.4万股 | -1.0万股-6.65% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.2% | 0.33% | $304.3万 | 12.4万股 | $432.9万 | 15.1万股 | -2.7万股-17.78% | 减仓 |
 杜克能源DUK |
| 0.2% | 0.24% | $300.9万 | 2.4万股 | $318.5万 | 2.4万股 | -552股-2.27% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.19% | 0.2% | $287.5万 | 9,138股 | $262.3万 | 9,138股 | 00.00% | 持仓不变 |
