 苹果AAPL |
| 9.18% | 9.09% | $1.25亿 | 43.1万股 | $1.08亿 | 42.6万股 | +4,753股+1.12% | 加仓 |
 应用材料AMAT |
| 7.49% | 4.06% | $1.02亿 | 14.1万股 | $4,825.1万 | 14.1万股 | -354股-0.25% | 减仓 |
 微软MSFT |
| 7.44% | 8.27% | $1.01亿 | 27.1万股 | $9,839.4万 | 26.6万股 | +5,329股+2.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.61% | 5.13% | $7,622.7万 | 21.6万股 | $6,104.4万 | 21.3万股 | +2,937股+1.38% | 加仓 |
 英伟达NVDA |
| 5.12% | 5.02% | $6,952.2万 | 34.7万股 | $5,974.3万 | 34.3万股 | +4,891股+1.43% | 加仓 |
 亚马逊AMZN |
| 5.1% | 5.03% | $6,930.3万 | 29.1万股 | $5,982.5万 | 28.7万股 | +3,525股+1.23% | 加仓 |
 高盛GS |
| 3.56% | 3.39% | $4,838.1万 | 4.8万股 | $4,031.9万 | 4.8万股 | +178股+0.37% | 加仓 |
 礼来LLY |
| 3.28% | 2.78% | $4,450.6万 | 3.7万股 | $3,312.5万 | 3.6万股 | +1,092股+3.03% | 加仓 |
 摩根大通JPM |
| 2.72% | 2.75% | $3,695.9万 | 11.3万股 | $3,273.1万 | 11.1万股 | +1,642股+1.48% | 加仓 |
 强生JNJ |
| 2.65% | 2.87% | $3,604.8万 | 14.2万股 | $3,418.2万 | 14.0万股 | +2,097股+1.50% | 加仓 |
 艾伯维ABBV |
| 2.44% | 2.32% | $3,314.0万 | 13.2万股 | $2,764.4万 | 12.7万股 | +4,590股+3.61% | 加仓 |
 GE VernovaGEV |
| 2.34% | 1.95% | $3,176.1万 | 2.7万股 | $2,322.0万 | 2.7万股 | +433股+1.63% | 加仓 |
 博通AVGO |
| 2.31% | 1.75% | $3,140.2万 | 8.3万股 | $2,084.1万 | 6.7万股 | +1.6万股+23.45% | 加仓 |
 思科CSCO |
| 2.07% | 1.55% | $2,811.5万 | 23.9万股 | $1,841.0万 | 23.7万股 | +2,092股+0.88% | 加仓 |
 雪佛龙CVX |
| 1.98% | 2.75% | $2,691.6万 | 16.2万股 | $3,266.7万 | 15.8万股 | +4,489股+2.84% | 加仓 |
 PALO ALTOPANW |
| 1.85% | 0.99% | $2,517.1万 | 7.4万股 | $1,172.2万 | 7.3万股 | +693股+0.95% | 加仓 |
 CHUBB LIMITEDCB |
| 1.77% | 1.91% | $2,400.0万 | 7.0万股 | $2,271.2万 | 7.0万股 | +752股+1.08% | 加仓 |
 VisaV |
| 1.75% | 1.73% | $2,372.4万 | 6.9万股 | $2,057.8万 | 6.8万股 | +1,062股+1.56% | 加仓 |
 嘉信理财SCHW |
| 1.68% | 1.91% | $2,284.2万 | 24.8万股 | $2,275.9万 | 24.2万股 | +5,393股+2.23% | 加仓 |
 AMGEN COMAMGN |
| 1.61% | 1.75% | $2,188.0万 | 6.0万股 | $2,082.3万 | 5.9万股 | +1,241股+2.10% | 加仓 |
 默沙东MRK |
| 1.51% | 1.59% | $2,058.0万 | 16.0万股 | $1,890.7万 | 15.7万股 | +2,981股+1.90% | 加仓 |
 好市多COST |
| 1.48% | 1.76% | $2,006.6万 | 2.1万股 | $2,098.1万 | 2.1万股 | +393股+1.87% | 加仓 |
 家得宝HD |
| 1.35% | 1.43% | $1,840.9万 | 5.2万股 | $1,707.2万 | 5.2万股 | +291股+0.56% | 加仓 |
 史赛克SYK |
| 1.34% | 1.58% | $1,824.4万 | 5.8万股 | $1,882.3万 | 5.7万股 | +661股+1.15% | 加仓 |
 新思科技SNPS |
| 1.26% | 1.24% | $1,717.3万 | 3.8万股 | $1,476.9万 | 3.7万股 | +1,248股+3.35% | 加仓 |
 罗克韦尔自动化ROK |
| 1.22% | 1% | $1,653.6万 | 3.3万股 | $1,194.8万 | 3.3万股 | +109股+0.33% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.21% | 1.8% | $1,641.5万 | 3.2万股 | $2,140.4万 | 3.1万股 | +856股+2.73% | 加仓 |
 TRAVELERS COSTRV |
| 1.16% | 1.16% | $1,578.7万 | 4.8万股 | $1,379.1万 | 4.7万股 | +538股+1.14% | 加仓 |
 美敦力MDT |
| 1.15% | 1.41% | $1,566.2万 | 20.0万股 | $1,672.1万 | 19.3万股 | +7,241股+3.75% | 加仓 |
 艾默生电气EMR |
| 1.14% | 1.17% | $1,550.3万 | 10.8万股 | $1,393.4万 | 10.6万股 | +1,950股+1.83% | 加仓 |
 赛富时CRM |
| 1.14% | 1.53% | $1,543.8万 | 9.9万股 | $1,819.4万 | 9.7万股 | +1,078股+1.11% | 加仓 |
 宝洁PG |
| 1.12% | 1.23% | $1,526.2万 | 10.4万股 | $1,463.1万 | 10.1万股 | +2,782股+2.75% | 加仓 |
 Meta平台META |
| 1.11% | 0.89% | $1,511.2万 | 2.7万股 | $1,060.1万 | 1.9万股 | +8,299股+44.79% | 加仓 |
 贝莱德·INC COMBLK |
| 1.1% | 1.24% | $1,498.6万 | 1.6万股 | $1,474.7万 | 1.5万股 | +250股+1.63% | 加仓 |
| T赛默飞世尔TMO |
| 1.04% | 1.12% | $1,408.1万 | 2.8万股 | $1,337.1万 | 2.7万股 | +883股+3.25% | 加仓 |
 NETFLIXNFLX |
| 1% | 1.5% | $1,360.4万 | 19.1万股 | $1,782.6万 | 18.5万股 | +5,140股+2.77% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.95% | 0.97% | $1,285.3万 | 7.1万股 | $1,155.8万 | 7.0万股 | +1,139股+1.63% | 加仓 |
 ServiceNowNOW |
| 0.84% | 0.98% | $1,145.1万 | 11.5万股 | $1,161.4万 | 11.1万股 | +4,252股+3.83% | 加仓 |
 霍尼韦尔HON |
| 0.8% | 1.79% | $1,090.2万 | 4.9万股 | $2,131.1万 | 9.4万股 | -4.6万股-48.36% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.79% | — | $1,074.5万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 WELLS FARGO NEWWFC |
| 0.76% | 0.82% | $1,028.0万 | 12.4万股 | $974.1万 | 12.2万股 | +2,035股+1.66% | 加仓 |
 麦当劳MCD |
| 0.73% | 0.94% | $991.9万 | 3.7万股 | $1,113.0万 | 3.6万股 | +881股+2.46% | 加仓 |
| AAT&TT |
| 0.71% | 1.09% | $965.2万 | 46.6万股 | $1,294.8万 | 44.7万股 | +2.0万股+4.40% | 加仓 |
 优步UBER |
| 0.7% | 0.79% | $955.6万 | 13.2万股 | $938.9万 | 13.1万股 | +1,910股+1.46% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.7% | 0.74% | $950.2万 | 4.1万股 | $885.1万 | 4.1万股 | +521股+1.27% | 加仓 |
 谷歌AGOOGL |
| 0.38% | 0.34% | $516.1万 | 1.4万股 | $399.4万 | 1.4万股 | +555股+4.00% | 加仓 |
 F5FFIV |
| 0.28% | 0.34% | $386.5万 | 9,292股 | $402.7万 | 1.4万股 | -4,625股-33.23% | 减仓 |
 WAFDWAFD |
| 0.23% | 0.21% | $310.4万 | 8.1万股 | $254.0万 | 8.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.13% | 0.19% | $177.7万 | 1.3万股 | $220.6万 | 1.3万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.09% | 1.58% | $119.7万 | 4,586股 | $1,884.9万 | 4.4万股 | -3.9万股-89.48% | 减仓 |
