 亚马逊AMZN |
| 11.88% | 7.84% | $2,367.3万 | 11.6万股 | $1,454.7万 | 6.3万股 | +5.2万股+83.29% | 加仓 |
 DOW COMDOW |
| 10.84% | 12.52% | $2,160.3万 | 51.9万股 | $2,323.5万 | 100.3万股 | -48.5万股-48.31% | 减仓 |
 苹果AAPL |
| 10.19% | 11.8% | $2,030.0万 | 8.0万股 | $2,190.1万 | 8.1万股 | -572股-0.71% | 减仓 |
 英伟达NVDA |
| 7.48% | 8.2% | $1,490.4万 | 8.5万股 | $1,521.1万 | 8.2万股 | +3,903股+4.79% | 加仓 |
 微软MSFT |
| 5.97% | 0.46% | $1,188.8万 | 3.2万股 | $84.7万 | 1,752股 | +3.0万股+1,733.05% | 加仓 |
 CVS健康CVS |
| 5.27% | 6.18% | $1,051.0万 | 14.6万股 | $1,147.6万 | 14.5万股 | +1,733股+1.20% | 加仓 |
 福特F |
| 5.02% | 5.94% | $1,000.9万 | 86.7万股 | $1,101.5万 | 84.0万股 | +2.8万股+3.31% | 加仓 |
 KRAFT HEINZ COMKHC |
| 3.13% | 3.59% | $624.4万 | 27.8万股 | $665.6万 | 27.4万股 | +3,159股+1.15% | 加仓 |
 WorkdayWDAY |
| 2.95% | — | $588.9万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 威瑞森VZ |
| 2.86% | — | $570.8万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
 ALTRIAMO |
| 2.69% | 2.49% | $535.9万 | 8.1万股 | $461.7万 | 8.0万股 | +1,139股+1.42% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.66% | 3.28% | $530.3万 | 1.8万股 | $608.1万 | 1.9万股 | -892股-4.60% | 减仓 |
 道明尼能源D |
| 2.42% | 2.48% | $482.0万 | 7.8万股 | $460.7万 | 7.9万股 | -657股-0.84% | 减仓 |
 埃克森美孚XOM |
| 2.39% | 1.82% | $476.4万 | 2.8万股 | $338.2万 | 2.8万股 | -21股-0.07% | 减仓 |
 联合包裹UPSUPS |
| 2.33% | 2.52% | $464.0万 | 4.7万股 | $467.1万 | 4.7万股 | +77股+0.16% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.06% | 2.3% | $411.3万 | 6,325股 | $427.6万 | 6,270股 | +55股+0.88% | 加仓 |
 耐克NKE |
| 1.94% | 2.47% | $387.5万 | 7.3万股 | $457.9万 | 7.2万股 | +1,489股+2.07% | 加仓 |
 飞塔FTNT |
| 1.93% | 1.87% | $383.7万 | 4.7万股 | $347.8万 | 4.4万股 | +3,151股+7.19% | 加仓 |
 台积电TSM |
| 1.92% | 1.88% | $383.0万 | 1.1万股 | $348.2万 | 1.1万股 | -126股-1.10% | 减仓 |
| SSANOFI SPONSORED ADRSNY |
| 1.75% | — | $348.1万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 宝洁PG |
| 1.37% | 1.48% | $272.2万 | 1.9万股 | $274.1万 | 1.9万股 | -280股-1.46% | 减仓 |
 诺和诺德NVO |
| 1.33% | 1.94% | $265.9万 | 7.2万股 | $359.5万 | 7.1万股 | +1,713股+2.42% | 加仓 |
| E爱克斯龙EXC |
| 1.22% | 1.17% | $243.6万 | 5.0万股 | $216.2万 | 5.0万股 | +100股+0.20% | 加仓 |
 GENERAL MILLS COMGIS |
| 0.99% | 1.37% | $196.3万 | 5.3万股 | $253.7万 | 5.5万股 | -1,802股-3.30% | 减仓 |
 特斯拉TSLA |
| 0.62% | 0.57% | $122.8万 | 3,303股 | $106.5万 | 2,369股 | +934股+39.43% | 加仓 |
 GE航空GE |
| 0.59% | 0.68% | $118.5万 | 4,175股 | $126.7万 | 4,114股 | +61股+1.48% | 加仓 |
 US FOODSUSFD |
| 0.45% | 0.39% | $89.6万 | 9,713股 | $73.2万 | 9,713股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.45% | 0.35% | $88.8万 | 1,017股 | $65.1万 | 996股 | +21股+2.11% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.41% | — | $81.3万 | 3,280股 | $0 | 0股 | +3,280股 | 新买入 |
 美国电力AEP |
| 0.39% | 0.36% | $76.8万 | 5,856股 | $67.0万 | 5,807股 | +49股+0.84% | 加仓 |
 好市多COST |
| 0.38% | 0.35% | $75.5万 | 758股 | $65.4万 | 758股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.35% | 0.34% | $69.7万 | 5,609股 | $62.3万 | 5,589股 | +20股+0.36% | 加仓 |
 CORTEVA COMCTVA |
| 0.29% | 0.26% | $58.8万 | 7,023股 | $48.2万 | 7,185股 | -162股-2.25% | 减仓 |
| TTRX GOLDTRX |
| 0.25% | 0.16% | $49.4万 | 32.9万股 | $30.3万 | 32.9万股 | 00.00% | 持仓不变 |
 江森自控JCI |
| 0.24% | 0.23% | $47.2万 | 3,606股 | $43.2万 | 3,606股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.22% | 0.25% | $43.6万 | 1,360股 | $45.5万 | 1,356股 | +4股+0.29% | 加仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 0.22% | 0.31% | $43.1万 | 2,879股 | $57.9万 | 2,879股 | 00.00% | 持仓不变 |
 CARRIER GLOBALCARR |
| 0.21% | 0.21% | $42.7万 | 7,578股 | $39.9万 | 7,550股 | +28股+0.37% | 加仓 |
 通用动力GD |
| 0.2% | 0.21% | $39.9万 | 1,163股 | $39.0万 | 1,158股 | +5股+0.43% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.21% | $36.9万 | 769股 | $38.7万 | 769股 | 00.00% | 持仓不变 |
 波音BA |
| 0.18% | — | $36.3万 | 1,824股 | $0 | 0股 | +1,824股 | 新买入 |
| SSIEMENS A G FSIEGY |
| 0.16% | 0.2% | $32.3万 | 2,647股 | $37.0万 | 2,647股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.16% | 0.18% | $32.1万 | 1,074股 | $33.7万 | 1,071股 | +3股+0.28% | 加仓 |
 ARAMARKARMK |
| 0.16% | 0.15% | $31.1万 | 7,666股 | $28.2万 | 7,643股 | +23股+0.30% | 加仓 |
 Meta平台META |
| 0.15% | 0.18% | $30.9万 | 539股 | $33.3万 | 505股 | +34股+6.73% | 加仓 |
 惠普HPQ |
| 0.15% | 0.19% | $30.5万 | 1.6万股 | $34.9万 | 1.6万股 | +195股+1.24% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.15% | — | $30.4万 | 3,130股 | $0 | 0股 | +3,130股 | 新买入 |
 BORGWARNERBWA |
| 0.14% | 0.12% | $27.9万 | 5,148股 | $23.1万 | 5,131股 | +17股+0.33% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 0.13% | 0.16% | $25.8万 | 3,352股 | $29.1万 | 3,335股 | +17股+0.51% | 加仓 |
| C花旗集团C |
| 0.13% | 0.14% | $25.7万 | 2,265股 | $26.3万 | 2,251股 | +14股+0.62% | 加仓 |
