 苹果AAPL |
| 4.41% | 4.59% | $5,098.8万 | 17.6万股 | $4,967.0万 | 19.6万股 | -2.0万股-9.97% | 减仓 |
 帕兰提尔PLTR |
| 4.07% | 7.45% | $4,699.5万 | 40.3万股 | $8,061.5万 | 55.1万股 | -14.8万股-26.91% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.84% | 3.8% | $4,440.4万 | 5.9万股 | $4,113.5万 | 6.3万股 | -3,789股-5.99% | 减仓 |
 英伟达NVDA |
| 3.68% | 3.09% | $4,254.5万 | 21.3万股 | $3,341.5万 | 19.2万股 | +2.1万股+10.98% | 加仓 |
 谷歌AGOOGL |
| 3.29% | 2.8% | $3,797.8万 | 10.6万股 | $3,032.3万 | 10.5万股 | +822股+0.78% | 加仓 |
 亚马逊AMZN |
| 2.89% | 2.69% | $3,338.0万 | 14.0万股 | $2,910.7万 | 14.0万股 | +298股+0.21% | 加仓 |
 微软MSFT |
| 2.85% | 2.87% | $3,295.4万 | 8.8万股 | $3,112.8万 | 8.4万股 | +4,253股+5.06% | 加仓 |
 PALO ALTOPANW |
| 2.17% | 1.45% | $2,506.0万 | 7.3万股 | $1,567.9万 | 9.8万股 | -2.4万股-24.86% | 减仓 |
 摩根大通JPM |
| 2.05% | 1.96% | $2,365.2万 | 7.2万股 | $2,121.1万 | 7.2万股 | +148股+0.21% | 加仓 |
 礼来LLY |
| 1.9% | 1.56% | $2,196.6万 | 1.8万股 | $1,685.0万 | 1.8万股 | -6股-0.03% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.9% | 1.4% | $2,190.6万 | 7.3万股 | $1,513.1万 | 6.1万股 | +1.2万股+19.50% | 加仓 |
 伊顿ETN |
| 1.88% | 1.69% | $2,177.0万 | 5.1万股 | $1,826.3万 | 5.1万股 | +27股+0.05% | 加仓 |
 威廉姆斯WMB |
| 1.87% | 1.96% | $2,163.6万 | 29.1万股 | $2,122.9万 | 29.2万股 | -643股-0.22% | 减仓 |
 CHUBB LIMITEDCB |
| 1.84% | 1.87% | $2,125.5万 | 6.2万股 | $2,020.8万 | 6.2万股 | +379股+0.61% | 加仓 |
 林德LIN |
| 1.83% | 1.87% | $2,116.0万 | 4.1万股 | $2,025.0万 | 4.1万股 | -70股-0.17% | 减仓 |
 博通AVGO |
| 1.78% | 1.5% | $2,051.8万 | 5.4万股 | $1,626.4万 | 5.3万股 | +1,770股+3.37% | 加仓 |
 艾伯维ABBV |
| 1.75% | 1.61% | $2,020.4万 | 8.0万股 | $1,740.1万 | 8.0万股 | +281股+0.35% | 加仓 |
 QUANTA SVCSPWR |
| 1.7% | 1.64% | $1,968.9万 | 2.7万股 | $1,775.6万 | 3.2万股 | -4,997股-15.45% | 减仓 |
 WELLTOWER COMWELL |
| 1.7% | 1.59% | $1,962.9万 | 8.6万股 | $1,722.3万 | 8.7万股 | -626股-0.72% | 减仓 |
 摩根士丹利MS |
| 1.69% | 1.42% | $1,947.0万 | 9.3万股 | $1,536.3万 | 9.3万股 | -209股-0.22% | 减仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 1.65% | 1.07% | $1,911.2万 | 11.7万股 | $1,158.5万 | 10.0万股 | +1.7万股+16.55% | 加仓 |
 TJXTJX |
| 1.6% | 1.8% | $1,851.2万 | 12.2万股 | $1,952.7万 | 12.2万股 | -83股-0.07% | 减仓 |
 百事可乐PEP |
| 1.58% | 1.95% | $1,830.1万 | 13.5万股 | $2,106.5万 | 13.6万股 | -490股-0.36% | 减仓 |
 VisaV |
| 1.55% | 1.31% | $1,792.7万 | 5.2万股 | $1,419.2万 | 4.7万股 | +5,294股+11.27% | 加仓 |
 Meta平台META |
| 1.55% | 1.67% | $1,791.5万 | 3.2万股 | $1,806.2万 | 3.2万股 | +235股+0.74% | 加仓 |
 雷神技术RTX |
| 1.54% | 1.67% | $1,781.4万 | 9.4万股 | $1,809.4万 | 9.4万股 | +91股+0.10% | 加仓 |
 思科CSCO |
| 1.52% | 1.9% | $1,755.4万 | 14.9万股 | $2,054.4万 | 26.5万股 | -11.5万股-43.56% | 减仓 |
 强生JNJ |
| 1.44% | 0.09% | $1,669.0万 | 6.6万股 | $92.1万 | 3,768股 | +6.2万股+1,644.03% | 加仓 |
 TapestryTPR |
| 1.4% | 0.99% | $1,619.7万 | 11.1万股 | $1,076.6万 | 7.6万股 | +3.4万股+45.03% | 加仓 |
 LOWES COS COMLOW |
| 1.35% | 1.57% | $1,562.2万 | 7.1万股 | $1,694.9万 | 7.2万股 | -878股-1.22% | 减仓 |
| DDuke Energy |
| 1.32% | 1.46% | $1,527.0万 | 12.1万股 | $1,581.8万 | 12.1万股 | -165股-0.14% | 减仓 |
 卡特彼勒CAT |
| 1.32% | 1.06% | $1,524.5万 | 1.4万股 | $1,144.2万 | 1.6万股 | -1,835股-11.36% | 减仓 |
| DDOORDASHDASH |
| 1.31% | 1.14% | $1,513.1万 | 8.2万股 | $1,231.2万 | 8.2万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 1.31% | 1.31% | $1,511.2万 | 18.6万股 | $1,419.6万 | 18.7万股 | -716股-0.38% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.29% | 1.33% | $1,495.5万 | 18.1万股 | $1,435.5万 | 18.0万股 | +646股+0.36% | 加仓 |
 台积电TSM |
| 1.29% | 0.03% | $1,485.0万 | 3.1万股 | $30.4万 | 900股 | +3.0万股+3,355.00% | 加仓 |
 史赛克SYK |
| 1.24% | 1.05% | $1,432.4万 | 4.5万股 | $1,136.3万 | 3.5万股 | +1.1万股+31.56% | 加仓 |
 威瑞森VZ |
| 1.18% | 1.5% | $1,364.5万 | 32.2万股 | $1,629.2万 | 32.5万股 | -2,271股-0.70% | 减仓 |
 沃尔玛WMT |
| 1.13% | 1.32% | $1,310.9万 | 11.6万股 | $1,431.5万 | 11.5万股 | +556股+0.48% | 加仓 |
| GGOLDMAN SACHS GQG PTNRS INTL OPPS INSTLGSIMX |
| 1.12% | 1.11% | $1,298.1万 | 55.2万股 | $1,204.4万 | 51.2万股 | +4.0万股+7.82% | 加仓 |
 美国运通AXP |
| 1.09% | — | $1,255.0万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 WASTE MGMT DELWM |
| 1.08% | 1.21% | $1,243.3万 | 5.6万股 | $1,307.2万 | 5.7万股 | -1,102股-1.94% | 减仓 |
 波音BA |
| 0.94% | 0.92% | $1,084.9万 | 5.0万股 | $995.0万 | 5.0万股 | +123股+0.25% | 加仓 |
 雪佛龙CVX |
| 0.84% | 0.85% | $969.4万 | 5.8万股 | $917.7万 | 4.4万股 | +1.4万股+31.85% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.82% | 0.76% | $944.3万 | 9.1万股 | $820.1万 | 8.4万股 | +6,470股+7.66% | 加仓 |
| PPROLOGIS COMPLD |
| 0.76% | 0.79% | $872.6万 | 6.4万股 | $850.0万 | 6.4万股 | +100股+0.16% | 加仓 |
 宝洁PG |
| 0.75% | 0.79% | $866.8万 | 5.9万股 | $854.2万 | 5.9万股 | -29股-0.05% | 减仓 |
 杜邦DD |
| 0.75% | 0.8% | $862.7万 | 6.4万股 | $869.5万 | 19.0万股 | -12.6万股-66.50% | 减仓 |
 Arista网络ANET |
| 0.68% | — | $786.9万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.6% | 0.59% | $694.6万 | 11.6万股 | $638.9万 | 11.8万股 | -1,835股-1.55% | 减仓 |
