 苹果AAPL |
| 5.11% | 4.91% | $4,851.9万 | 16.8万股 | $4,353.2万 | 17.2万股 | -3,852股-2.25% | 减仓 |
 阿斯麦ASML |
| 4.11% | 3.02% | $3,901.3万 | 2.0万股 | $2,675.4万 | 2.0万股 | -645股-3.18% | 减仓 |
 微软MSFT |
| 3.13% | 3.28% | $2,972.1万 | 8.0万股 | $2,905.3万 | 7.8万股 | +1,192股+1.52% | 加仓 |
 谷歌AGOOGL |
| 2.3% | 1.99% | $2,181.2万 | 6.1万股 | $1,760.2万 | 6.1万股 | -177股-0.29% | 减仓 |
 摩根大通JPM |
| 2.19% | 2.13% | $2,077.0万 | 6.3万股 | $1,889.1万 | 6.4万股 | -767股-1.19% | 减仓 |
 TJXTJX |
| 2.16% | 2.46% | $2,052.3万 | 13.5万股 | $2,176.8万 | 13.6万股 | -840股-0.62% | 减仓 |
 卡特彼勒CAT |
| 2.15% | 1.6% | $2,041.0万 | 1.9万股 | $1,420.0万 | 2.0万股 | -878股-4.38% | 减仓 |
 艾伯维ABBV |
| 2.07% | 1.93% | $1,965.2万 | 7.8万股 | $1,712.2万 | 7.9万股 | -630股-0.80% | 减仓 |
 英伟达NVDA |
| 2.07% | 1.77% | $1,961.2万 | 9.8万股 | $1,572.3万 | 9.0万股 | +7,860股+8.72% | 加仓 |
| BBANK OF AMERBAC |
| 2.02% | 1.88% | $1,919.2万 | 33.7万股 | $1,667.4万 | 34.2万股 | -5,218股-1.53% | 减仓 |
 强生JNJ |
| 1.99% | 2.11% | $1,890.1万 | 7.4万股 | $1,867.0万 | 7.6万股 | -1,957股-2.56% | 减仓 |
 亚马逊AMZN |
| 1.93% | 1.81% | $1,831.7万 | 7.7万股 | $1,606.3万 | 7.7万股 | -276股-0.36% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.88% | 1.94% | $1,785.7万 | 21.6万股 | $1,716.2万 | 21.6万股 | +503股+0.23% | 加仓 |
 VisaV |
| 1.87% | 1.75% | $1,771.3万 | 5.2万股 | $1,551.5万 | 5.1万股 | +296股+0.58% | 加仓 |
 UNIVERSAL DISPLAYOLED |
| 1.73% | 2.13% | $1,637.5万 | 18.9万股 | $1,887.1万 | 20.6万股 | -1.7万股-8.14% | 减仓 |
 高盛GS |
| 1.72% | 1.62% | $1,632.0万 | 1.6万股 | $1,432.3万 | 1.7万股 | -793股-4.68% | 减仓 |
 家得宝HD |
| 1.68% | 1.6% | $1,597.6万 | 4.5万股 | $1,416.9万 | 4.3万股 | +2,216股+5.14% | 加仓 |
 沃尔玛WMT |
| 1.67% | 1.99% | $1,581.8万 | 14.0万股 | $1,760.1万 | 14.2万股 | -1,964股-1.39% | 减仓 |
 博通AVGO |
| 1.56% | 1.12% | $1,484.2万 | 3.9万股 | $992.0万 | 3.2万股 | +7,239股+22.59% | 加仓 |
| Q高通QCOM |
| 1.55% | 1.16% | $1,467.0万 | 7.9万股 | $1,027.2万 | 8.0万股 | -374股-0.47% | 减仓 |
 默沙东MRK |
| 1.49% | 1.49% | $1,415.5万 | 11.0万股 | $1,322.9万 | 11.0万股 | +182股+0.17% | 加仓 |
 美国运通AXP |
| 1.42% | 1.37% | $1,352.0万 | 4.0万股 | $1,210.4万 | 4.0万股 | -46股-0.11% | 减仓 |
 雷神技术RTX |
| 1.36% | 1.5% | $1,293.4万 | 6.8万股 | $1,330.5万 | 6.9万股 | -802股-1.16% | 减仓 |
 星巴克SBUX |
| 1.34% | 1.26% | $1,270.6万 | 12.4万股 | $1,121.4万 | 12.5万股 | -838股-0.67% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.32% | 1.21% | $1,249.2万 | 3.5万股 | $1,069.3万 | 3.7万股 | -1,920股-5.15% | 减仓 |
 DANAHER DEL COMDHR |
| 1.23% | 1.23% | $1,166.4万 | 6.1万股 | $1,094.1万 | 5.8万股 | +3,532股+6.12% | 加仓 |
 雪佛龙CVX |
| 1.19% | 1.78% | $1,130.4万 | 6.8万股 | $1,573.9万 | 7.6万股 | -7,872股-10.35% | 减仓 |
 可口可乐KO |
| 1.18% | 1.19% | $1,123.5万 | 13.8万股 | $1,057.5万 | 13.9万股 | -815股-0.59% | 减仓 |
 多佛DOV |
| 1.17% | 1.17% | $1,111.2万 | 5.0万股 | $1,035.6万 | 5.0万股 | -135股-0.27% | 减仓 |
 空气化工APD |
| 1.12% | 1.2% | $1,061.4万 | 3.6万股 | $1,060.6万 | 3.7万股 | -310股-0.85% | 减仓 |
| I景顺QQQ信托VOO |
| 1.07% | 0.94% | $1,017.3万 | 1.4万股 | $829.4万 | 1.4万股 | -555股-3.86% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.03% | 1.05% | $973.5万 | 13股 | $933.6万 | 13股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.96% | 1.04% | $915.0万 | 9.5万股 | $923.0万 | 9.6万股 | -704股-0.74% | 减仓 |
 3M COMMMM |
| 0.92% | 0.87% | $874.8万 | 5.4万股 | $772.7万 | 5.3万股 | +830股+1.56% | 加仓 |
 GE VernovaGEV |
| 0.91% | 0.99% | $860.0万 | 7,320股 | $874.5万 | 1.0万股 | -2,698股-26.93% | 减仓 |
 黑石集团BX |
| 0.86% | 0.93% | $818.1万 | 7.0万股 | $822.6万 | 7.2万股 | -2,010股-2.81% | 减仓 |
 好市多COST |
| 0.82% | 0.98% | $775.1万 | 8,286股 | $866.8万 | 8,699股 | -413股-4.75% | 减仓 |
| IIBMIBM |
| 0.8% | 0.31% | $756.1万 | 2.7万股 | $270.5万 | 1.1万股 | +1.6万股+140.98% | 加仓 |
| C花旗集团C |
| 0.78% | 0.68% | $739.4万 | 5.3万股 | $600.9万 | 5.3万股 | -154股-0.29% | 减仓 |
 甲骨文ORCL |
| 0.78% | 0.83% | $735.9万 | 5.0万股 | $739.4万 | 5.0万股 | -49股-0.10% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.76% | $675.2万 | 1.3万股 | $671.8万 | 1.4万股 | -526股-3.75% | 减仓 |
 CRANECR |
| 0.71% | 0.59% | $672.7万 | 3.0万股 | $521.5万 | 3.0万股 | -338股-1.11% | 减仓 |
 ILLINOIS TOOLITW |
| 0.7% | 0.72% | $668.6万 | 2.5万股 | $638.5万 | 2.5万股 | +190股+0.77% | 加仓 |
 霍尼韦尔HON |
| 0.69% | 1.5% | $654.3万 | 2.9万股 | $1,328.5万 | 5.9万股 | -3.0万股-50.28% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.68% | — | $646.5万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 GE航空GE |
| 0.68% | 0.55% | $645.1万 | 1.7万股 | $491.2万 | 1.7万股 | -48股-0.28% | 减仓 |
 雅培ABT |
| 0.68% | 0.76% | $643.8万 | 7.1万股 | $671.9万 | 6.5万股 | +5,503股+8.41% | 加仓 |
| PPULSE BIOSCIENCESPLSE |
| 0.66% | 0.55% | $630.3万 | 22.7万股 | $486.2万 | 22.5万股 | +2,108股+0.94% | 加仓 |
| AALPS ETF信托AMLP |
| 0.65% | 0.68% | $615.8万 | 11.9万股 | $599.8万 | 11.4万股 | +4,826股+4.24% | 加仓 |
 TARGET COMTGT |
| 0.6% | 0.59% | $564.8万 | 4.3万股 | $522.5万 | 4.3万股 | +139股+0.32% | 加仓 |
