 谷歌AGOOGL |
| 7.03% | 6.37% | $1.34亿 | 37.6万股 | $1.10亿 | 38.4万股 | -8,046股-2.09% | 减仓 |
 苹果AAPL |
| 6.9% | 6.55% | $1.32亿 | 45.6万股 | $1.14亿 | 44.8万股 | +8,537股+1.91% | 加仓 |
 微软MSFT |
| 5.08% | 5.5% | $9,711.4万 | 26.0万股 | $9,536.3万 | 25.8万股 | +2,725股+1.06% | 加仓 |
 安费诺APH |
| 4.06% | 3.25% | $7,756.0万 | 44.0万股 | $5,634.9万 | 44.6万股 | -6,094股-1.37% | 减仓 |
 摩根大通JPM |
| 3.89% | 3.93% | $7,440.8万 | 22.7万股 | $6,815.7万 | 23.2万股 | -4,384股-1.89% | 减仓 |
 亚马逊AMZN |
| 3.52% | 3.34% | $6,727.8万 | 28.2万股 | $5,797.4万 | 27.8万股 | +3,917股+1.41% | 加仓 |
 强生JNJ |
| 3.51% | 3.72% | $6,705.5万 | 26.4万股 | $6,448.2万 | 26.4万股 | +230股+0.09% | 加仓 |
 德州仪器TXN |
| 3.34% | 2.49% | $6,397.6万 | 21.5万股 | $4,319.3万 | 22.2万股 | -7,851股-3.53% | 减仓 |
 阿斯麦ASML |
| 3.02% | 2.29% | $5,778.3万 | 2.9万股 | $3,972.8万 | 3.0万股 | -1,033股-3.43% | 减仓 |
 英特尔INTC |
| 2.86% | 0.9% | $5,471.5万 | 39.2万股 | $1,565.5万 | 35.5万股 | +3.7万股+10.46% | 加仓 |
 美国运通AXP |
| 2.7% | 2.69% | $5,164.0万 | 15.3万股 | $4,673.3万 | 15.5万股 | -1,833股-1.19% | 减仓 |
 家得宝HD |
| 2.49% | 2.56% | $4,771.4万 | 13.5万股 | $4,445.2万 | 13.5万股 | +132股+0.10% | 加仓 |
 CHUBB LIMITEDCB |
| 2.34% | 2.48% | $4,475.3万 | 13.1万股 | $4,294.2万 | 13.2万股 | -413股-0.31% | 减仓 |
 NORDSONNDSN |
| 2.29% | 2.26% | $4,389.3万 | 14.5万股 | $3,915.8万 | 14.7万股 | -1,687股-1.15% | 减仓 |
 VisaV |
| 2.19% | 2.15% | $4,191.7万 | 12.2万股 | $3,726.2万 | 12.3万股 | -1,110股-0.90% | 减仓 |
 RPM INTLRPM |
| 2.18% | 2.17% | $4,174.0万 | 37.6万股 | $3,761.9万 | 37.8万股 | -2,927股-0.77% | 减仓 |
 AFLAC COMAFL |
| 2.12% | 2.25% | $4,055.4万 | 34.6万股 | $3,904.9万 | 35.6万股 | -1.0万股-2.82% | 减仓 |
 麦当劳MCD |
| 2.1% | 2.67% | $4,013.3万 | 14.8万股 | $4,631.7万 | 14.9万股 | -558股-0.37% | 减仓 |
 史赛克SYK |
| 2.09% | 2.39% | $4,006.9万 | 12.7万股 | $4,141.0万 | 12.6万股 | +1,246股+0.99% | 加仓 |
 ADPADP |
| 1.91% | 1.96% | $3,652.1万 | 16.3万股 | $3,397.6万 | 16.7万股 | -4,142股-2.48% | 减仓 |
 百事可乐PEP |
| 1.81% | 2.31% | $3,466.9万 | 25.6万股 | $4,007.2万 | 25.8万股 | -1,997股-0.77% | 减仓 |
 AMETEK COMAME |
| 1.76% | 1.7% | $3,367.7万 | 13.9万股 | $2,950.8万 | 13.8万股 | +1,540股+1.12% | 加仓 |
 通用动力GD |
| 1.64% | 1.73% | $3,134.3万 | 8.8万股 | $3,001.6万 | 8.7万股 | +1,026股+1.17% | 加仓 |
 默沙东MRK |
| 1.53% | 1.58% | $2,935.2万 | 22.8万股 | $2,744.5万 | 22.8万股 | +264股+0.12% | 加仓 |
 礼来LLY |
| 1.46% | 1.06% | $2,793.4万 | 2.3万股 | $1,844.0万 | 2.0万股 | +3,240股+16.16% | 加仓 |
 CHURCH & DWIGHTCHD |
| 1.34% | 1.44% | $2,556.9万 | 26.4万股 | $2,503.8万 | 26.8万股 | -4,376股-1.63% | 减仓 |
 TJXTJX |
| 1.26% | 1.45% | $2,410.3万 | 15.9万股 | $2,513.5万 | 15.7万股 | +1,704股+1.08% | 加仓 |
 埃克森美孚XOM |
| 1.22% | 1.69% | $2,329.6万 | 17.0万股 | $2,929.2万 | 17.3万股 | -2,257股-1.31% | 减仓 |
 英伟达NVDA |
| 1.18% | 1.09% | $2,250.0万 | 11.2万股 | $1,895.8万 | 10.9万股 | +3,748股+3.45% | 加仓 |
 好市多COST |
| 1.15% | 1.32% | $2,202.3万 | 2.4万股 | $2,292.2万 | 2.3万股 | +538股+2.34% | 加仓 |
 迪士尼DIS |
| 1.09% | 1.24% | $2,083.4万 | 21.6万股 | $2,158.5万 | 22.4万股 | -7,500股-3.35% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.05% | 1.07% | $2,002.3万 | 4.0万股 | $1,847.5万 | 3.9万股 | +1,460股+3.79% | 加仓 |
| T赛默飞世尔TMO |
| 1.05% | 1.11% | $2,001.1万 | 4.0万股 | $1,928.9万 | 3.9万股 | +672股+1.71% | 加仓 |
 台积电TSM |
| 0.97% | 0.75% | $1,863.7万 | 3.9万股 | $1,297.1万 | 3.8万股 | +642股+1.67% | 加仓 |
 霍尼韦尔HON |
| 0.91% | 2.09% | $1,749.9万 | 7.8万股 | $3,617.6万 | 16.0万股 | -8.2万股-51.17% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.9% | — | $1,729.2万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 空气化工APD |
| 0.87% | 0.96% | $1,660.0万 | 5.7万股 | $1,659.8万 | 5.7万股 | -515股-0.90% | 减仓 |
| EEXPONENTEXPO |
| 0.86% | 1.09% | $1,646.9万 | 28.0万股 | $1,886.4万 | 28.9万股 | -8,841股-3.06% | 减仓 |
 江森自控JCI |
| 0.86% | 0.9% | $1,646.3万 | 11.3万股 | $1,565.1万 | 12.0万股 | -6,846股-5.73% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.85% | 1.01% | $1,627.3万 | 32.3万股 | $1,745.4万 | 34.6万股 | -2.3万股-6.73% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.84% | 1.2% | $1,597.5万 | 13.0万股 | $2,080.1万 | 13.2万股 | -2,493股-1.88% | 减仓 |
 威瑞森VZ |
| 0.8% | 1.07% | $1,526.2万 | 36.0万股 | $1,847.7万 | 36.8万股 | -7,608股-2.07% | 减仓 |
| CCIGNALIBD |
| 0.78% | 0.85% | $1,496.1万 | 5.4万股 | $1,475.1万 | 5.5万股 | -1,028股-1.86% | 减仓 |
 PPL COMPPL |
| 0.69% | 0.78% | $1,313.8万 | 36.1万股 | $1,350.0万 | 35.3万股 | +8,032股+2.27% | 加仓 |
| BBANK OF AMERBAC |
| 0.62% | 0.63% | $1,185.9万 | 20.8万股 | $1,093.6万 | 22.4万股 | -1.6万股-7.22% | 减仓 |
 UGI NEWUGI |
| 0.6% | 0.64% | $1,139.3万 | 33.0万股 | $1,109.7万 | 30.5万股 | +2.5万股+8.26% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.44% | $1,008.9万 | 2.9万股 | $760.6万 | 2.7万股 | +2,042股+7.70% | 加仓 |
 赛富时CRM |
| 0.52% | 0.77% | $990.7万 | 6.3万股 | $1,328.2万 | 7.1万股 | -7,913股-11.12% | 减仓 |
 埃森哲ACN |
| 0.39% | 0.76% | $738.0万 | 5.9万股 | $1,313.0万 | 6.6万股 | -6,907股-10.43% | 减仓 |
 波音BA |
| 0.37% | 0.35% | $711.1万 | 3.3万股 | $603.7万 | 3.0万股 | +2,515股+8.29% | 加仓 |
