 家得宝HD |
| 3.95% | 4.13% | $2.99亿 | 84.6万股 | $2.79亿 | 84.8万股 | -1,424股-0.17% | 减仓 |
 英伟达NVDA |
| 3.09% | 3.04% | $2.34亿 | 116.7万股 | $2.05亿 | 117.6万股 | -9,049股-0.77% | 减仓 |
 应用材料AMAT |
| 2.89% | 1.7% | $2.18亿 | 30.2万股 | $1.15亿 | 33.6万股 | -3.4万股-10.13% | 减仓 |
 谷歌AGOOGL |
| 2.72% | 2.49% | $2.05亿 | 57.5万股 | $1.68亿 | 58.4万股 | -8,740股-1.50% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.49% | 2.36% | $1.89亿 | 53.4万股 | $1.59亿 | 55.5万股 | -2.1万股-3.80% | 减仓 |
 微软MSFT |
| 2.24% | 2.58% | $1.70亿 | 45.5万股 | $1.74亿 | 47.0万股 | -1.6万股-3.35% | 减仓 |
 苹果AAPL |
| 2.23% | 2.23% | $1.69亿 | 58.4万股 | $1.51亿 | 59.4万股 | -9,672股-1.63% | 减仓 |
 亚马逊AMZN |
| 2.11% | 2.02% | $1.59亿 | 66.9万股 | $1.36亿 | 65.5万股 | +1.4万股+2.06% | 加仓 |
| IiShares黄金信托IAU |
| 1.55% | 2.14% | $1.17亿 | 155.2万股 | $1.44亿 | 163.6万股 | -8.4万股-5.14% | 减仓 |
 美光科技MU |
| 1.41% | 0.73% | $1.06亿 | 9.2万股 | $4,892.6万 | 14.5万股 | -5.3万股-36.32% | 减仓 |
| N新纪元能源NEE |
| 1.31% | 1.6% | $9,942.0万 | 113.3万股 | $1.08亿 | 116.3万股 | -3.0万股-2.56% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.31% | 1.42% | $9,895.8万 | 19.8万股 | $9,572.4万 | 20.0万股 | -1,997股-1.00% | 减仓 |
 VertivVRT |
| 1.29% | 1.08% | $9,747.5万 | 29.1万股 | $7,301.9万 | 29.1万股 | -274股-0.09% | 减仓 |
| RROCKET LAB COMRKLB |
| 1.13% | 0.89% | $8,515.5万 | 83.8万股 | $5,993.7万 | 93.3万股 | -9.6万股-10.24% | 减仓 |
 艾伯维ABBV |
| 1.12% | 1.09% | $8,457.5万 | 33.6万股 | $7,340.9万 | 33.8万股 | -1,429股-0.42% | 减仓 |
 卡特彼勒CAT |
| 1.12% | 0.84% | $8,442.6万 | 7.9万股 | $5,641.0万 | 8.0万股 | -342股-0.43% | 减仓 |
 Genuine Parts Co ComGPC |
| 1.08% | 1.22% | $8,172.8万 | 69.3万股 | $8,195.1万 | 77.5万股 | -8.2万股-10.61% | 减仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 1.06% | 1.05% | $8,042.3万 | 101.5万股 | $7,108.9万 | 98.0万股 | +3.5万股+3.61% | 加仓 |
| Q高通QCOM |
| 1.06% | 1.06% | $8,031.8万 | 43.5万股 | $7,168.5万 | 55.7万股 | -12.2万股-21.92% | 减仓 |
 卡梅科CCJ |
| 1.05% | 1.27% | $7,961.6万 | 78.2万股 | $8,564.3万 | 78.9万股 | -6,922股-0.88% | 减仓 |
 摩根大通JPM |
| 1.04% | 1.1% | $7,877.5万 | 24.1万股 | $7,393.5万 | 25.1万股 | -1.1万股-4.25% | 减仓 |
 迈威尔MRVL |
| 1.02% | 0.39% | $7,720.1万 | 25.9万股 | $2,653.6万 | 26.8万股 | -8,748股-3.27% | 减仓 |
 REPUBLIC SVCSRSG |
| 1.02% | 1.15% | $7,681.0万 | 36.0万股 | $7,732.3万 | 35.3万股 | +7,430股+2.10% | 加仓 |
 PALO ALTOPANW |
| 0.94% | 0.56% | $7,098.3万 | 20.8万股 | $3,767.4万 | 23.5万股 | -2.7万股-11.42% | 减仓 |
 自由港麦克莫兰FCX |
| 0.93% | 0.93% | $7,067.0万 | 112.4万股 | $6,269.0万 | 106.7万股 | +5.7万股+5.36% | 加仓 |
 迪尔DE |
| 0.88% | 0.88% | $6,656.7万 | 10.5万股 | $5,940.3万 | 10.5万股 | -515股-0.49% | 减仓 |
 纽蒙特NEM |
| 0.87% | 1.13% | $6,574.5万 | 70.4万股 | $7,616.7万 | 70.4万股 | +286股+0.04% | 加仓 |
 强生JNJ |
| 0.87% | 0.99% | $6,558.3万 | 25.8万股 | $6,679.5万 | 27.3万股 | -1.5万股-5.50% | 减仓 |
 联邦快递FDX |
| 0.83% | 1.07% | $6,286.0万 | 20.1万股 | $7,189.5万 | 20.2万股 | -1,105股-0.55% | 减仓 |
 Meta平台META |
| 0.78% | 0.63% | $5,910.1万 | 10.5万股 | $4,255.0万 | 7.4万股 | +3.1万股+41.08% | 加仓 |
 默沙东MRK |
| 0.76% | 0.8% | $5,754.6万 | 44.8万股 | $5,371.1万 | 44.7万股 | +1,320股+0.30% | 加仓 |
 派克汉尼汾PH |
| 0.71% | 0.73% | $5,365.7万 | 5.5万股 | $4,909.7万 | 5.5万股 | +15股+0.03% | 加仓 |
| IIBMIBM |
| 0.7% | 0.31% | $5,308.6万 | 18.9万股 | $2,099.6万 | 8.7万股 | +10.2万股+117.93% | 加仓 |
| C花旗集团C |
| 0.67% | 0.62% | $5,089.3万 | 36.4万股 | $4,152.0万 | 36.6万股 | -2,479股-0.68% | 减仓 |
 惠顿贵金属WPM |
| 0.65% | 0.87% | $4,946.4万 | 44.0万股 | $5,870.5万 | 44.8万股 | -7,715股-1.72% | 减仓 |
 星巴克SBUX |
| 0.63% | 0.62% | $4,756.8万 | 46.5万股 | $4,200.2万 | 46.9万股 | -3,337股-0.71% | 减仓 |
 高露洁CL |
| 0.63% | 0.68% | $4,749.3万 | 51.8万股 | $4,595.5万 | 53.9万股 | -2.1万股-3.92% | 减仓 |
 优步UBER |
| 0.61% | 0.58% | $4,646.6万 | 64.4万股 | $3,882.4万 | 54.0万股 | +10.4万股+19.30% | 加仓 |
 迪士尼DIS |
| 0.6% | 0.68% | $4,553.7万 | 47.3万股 | $4,599.0万 | 47.7万股 | -4,061股-0.85% | 减仓 |
| GGE医疗GEHC |
| 0.6% | 0.38% | $4,508.5万 | 70.4万股 | $2,558.9万 | 35.9万股 | +34.5万股+95.93% | 加仓 |
 康宁GLW |
| 0.58% | 0.35% | $4,400.3万 | 17.2万股 | $2,379.9万 | 17.5万股 | -2,765股-1.58% | 减仓 |
 高盛GS |
| 0.58% | 0.57% | $4,381.7万 | 4.3万股 | $3,875.8万 | 4.6万股 | -2,490股-5.44% | 减仓 |
 雅培ABT |
| 0.57% | 0.32% | $4,340.8万 | 47.8万股 | $2,161.0万 | 21.0万股 | +26.8万股+127.27% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.56% | 0.44% | $4,258.5万 | 22.4万股 | $2,970.4万 | 22.4万股 | +12股+0.01% | 加仓 |
 艾默生电气EMR |
| 0.55% | 0.58% | $4,186.7万 | 29.2万股 | $3,895.5万 | 29.7万股 | -4,849股-1.63% | 减仓 |
| T赛默飞世尔TMO |
| 0.55% | 0.62% | $4,152.8万 | 8.3万股 | $4,190.4万 | 8.5万股 | -2,422股-2.84% | 减仓 |
 宝洁PG |
| 0.54% | 0.68% | $4,069.8万 | 27.8万股 | $4,557.7万 | 31.6万股 | -3.8万股-12.04% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.54% | 0.7% | $4,050.8万 | 76.3万股 | $4,739.8万 | 77.4万股 | -1.1万股-1.42% | 减仓 |
 沃尔玛WMT |
| 0.53% | 0.66% | $4,020.0万 | 35.5万股 | $4,439.9万 | 35.7万股 | -2,318股-0.65% | 减仓 |
| T泰森食品TSN |
| 0.53% | 0.46% | $3,999.6万 | 69.9万股 | $3,128.0万 | 48.8万股 | +21.0万股+43.10% | 加仓 |
