| AAlphabet Inc Class CGOOG |
| 11.75% | 10.92% | $3,795.9万 | 10.7万股 | $3,117.9万 | 10.9万股 | -1,259股-1.16% | 减仓 |
 亚马逊AMZN |
| 5.49% | 5.57% | $1,774.7万 | 7.4万股 | $1,589.9万 | 7.6万股 | -1,877股-2.46% | 减仓 |
 苹果AAPL |
| 4.86% | 4.85% | $1,571.2万 | 5.4万股 | $1,384.8万 | 5.5万股 | -265股-0.49% | 减仓 |
 甲骨文ORCL |
| 4.78% | 5.39% | $1,544.6万 | 10.5万股 | $1,537.9万 | 10.5万股 | +857股+0.82% | 加仓 |
 安费诺APH |
| 3.48% | 2.87% | $1,124.2万 | 6.4万股 | $820.8万 | 6.5万股 | -1,208股-1.86% | 减仓 |
 科磊KLAC |
| 3% | 1.73% | $970.5万 | 3.2万股 | $492.7万 | 3,346股 | +2.9万股+861.33% | 加仓 |
 好市多COST |
| 2.82% | 3.39% | $911.8万 | 9,747股 | $967.9万 | 9,714股 | +33股+0.34% | 加仓 |
 英伟达NVDA |
| 2.39% | 2.39% | $773.3万 | 3.9万股 | $681.5万 | 3.9万股 | -426股-1.09% | 减仓 |
 微软MSFT |
| 2.11% | 2.33% | $680.8万 | 1.8万股 | $664.3万 | 1.8万股 | +305股+1.70% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.98% | 1.7% | $641.0万 | 6.7万股 | $486.4万 | 6.7万股 | -433股-0.65% | 减仓 |
 VisaV |
| 1.82% | 1.76% | $587.8万 | 1.7万股 | $503.2万 | 1.7万股 | +485股+2.91% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.8% | 1.69% | $582.8万 | 1.5万股 | $481.3万 | 1.5万股 | -454股-3.00% | 减仓 |
 MCKESSON COMMCK |
| 1.78% | 2.3% | $573.9万 | 7,595股 | $657.2万 | 7,595股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 1.72% | 1.82% | $557.0万 | 1.6万股 | $520.3万 | 1.6万股 | -54股-0.33% | 减仓 |
 礼来LLY |
| 1.66% | 1.41% | $535.2万 | 4,462股 | $404.0万 | 4,392股 | +70股+1.59% | 加仓 |
 Phillips 66PSX |
| 1.65% | 2.22% | $534.5万 | 3.2万股 | $633.2万 | 3.5万股 | -3,139股-9.03% | 减仓 |
| T赛默飞世尔TMO |
| 1.59% | 1.79% | $513.2万 | 1.0万股 | $511.2万 | 1.0万股 | -165股-1.59% | 减仓 |
 博通AVGO |
| 1.38% | 1.28% | $445.4万 | 1.2万股 | $364.7万 | 1.2万股 | +8股+0.07% | 加仓 |
 AFLAC COMAFL |
| 1.3% | 1.36% | $419.3万 | 3.6万股 | $387.9万 | 3.5万股 | +409股+1.16% | 加仓 |
 PALO ALTOPANW |
| 1.27% | 0.59% | $410.9万 | 1.2万股 | $169.3万 | 1.1万股 | +1,486股+14.07% | 加仓 |
 美国运通AXP |
| 1.21% | 1.23% | $392.4万 | 1.2万股 | $350.8万 | 1.2万股 | +6股+0.05% | 加仓 |
 应用材料AMAT |
| 1.21% | 0.65% | $389.8万 | 5,392股 | $184.3万 | 5,392股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.16% | 1.19% | $374.6万 | 1.1万股 | $338.9万 | 1.2万股 | -77股-0.67% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.12% | 1.75% | $361.5万 | 7,098股 | $499.3万 | 7,318股 | -220股-3.01% | 减仓 |
 ARROW ELECTRSARW |
| 1.11% | 0.86% | $360.2万 | 1.7万股 | $244.9万 | 1.7万股 | -201股-1.18% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 1.1% | 1.05% | $354.6万 | 2.7万股 | $300.2万 | 2.6万股 | +355股+1.35% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 1.08% | 1.1% | $348.6万 | 1.4万股 | $312.9万 | 1.5万股 | -879股-5.85% | 减仓 |
 好事达ALL |
| 1.05% | 1% | $339.4万 | 1.4万股 | $286.7万 | 1.4万股 | +436股+3.15% | 加仓 |
 卡特彼勒CAT |
| 1.04% | 0.78% | $335.6万 | 3,151股 | $222.7万 | 3,143股 | +8股+0.25% | 加仓 |
 AMGEN COMAMGN |
| 1.02% | 1.11% | $328.7万 | 9,078股 | $317.9万 | 9,035股 | +43股+0.48% | 加仓 |
 德州仪器TXN |
| 1.02% | 0.75% | $328.2万 | 1.1万股 | $214.4万 | 1.1万股 | -34股-0.31% | 减仓 |
 AMD超威AMD |
| 0.91% | 0.38% | $294.8万 | 5,075股 | $108.4万 | 5,328股 | -253股-4.75% | 减仓 |
 万事达MA |
| 0.88% | 0.98% | $285.8万 | 5,564股 | $279.0万 | 5,584股 | -20股-0.36% | 减仓 |
 Meta平台META |
| 0.88% | 0.95% | $283.2万 | 5,027股 | $272.0万 | 4,755股 | +272股+5.72% | 加仓 |
 埃克森美孚XOM |
| 0.85% | 1.18% | $274.3万 | 2.0万股 | $338.1万 | 2.0万股 | +131股+0.66% | 加仓 |
 雷神技术RTX |
| 0.81% | 0.93% | $261.7万 | 1.4万股 | $266.1万 | 1.4万股 | 00.00% | 持仓不变 |
 Genuine Parts Co ComGPC |
| 0.71% | 0.7% | $229.4万 | 1.9万股 | $200.8万 | 1.9万股 | +454股+2.39% | 加仓 |
 宝洁PG |
| 0.68% | 0.75% | $220.4万 | 1.5万股 | $213.2万 | 1.5万股 | +273股+1.85% | 加仓 |
 南方电力SO |
| 0.61% | 0.67% | $196.9万 | 2.1万股 | $192.0万 | 2.0万股 | +678股+3.41% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.6% | 0.85% | $195.5万 | 1.6万股 | $243.6万 | 1.5万股 | +391股+2.52% | 加仓 |
 雪佛龙CVX |
| 0.59% | 0.83% | $191.7万 | 1.2万股 | $237.2万 | 1.1万股 | +102股+0.89% | 加仓 |
 CASEYS GEN STORESCASY |
| 0.58% | 0.62% | $189.0万 | 2,378股 | $175.7万 | 2,414股 | -36股-1.49% | 减仓 |
 麦当劳MCD |
| 0.58% | 0.75% | $187.7万 | 6,945股 | $214.4万 | 6,900股 | +45股+0.65% | 加仓 |
 思科CSCO |
| 0.58% | 0.43% | $187.7万 | 1.6万股 | $124.0万 | 1.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.55% | 0.51% | $178.0万 | 4,982股 | $144.8万 | 5,035股 | -53股-1.05% | 减仓 |
 ILLINOIS TOOLITW |
| 0.55% | 0.56% | $176.4万 | 6,523股 | $158.5万 | 6,088股 | +435股+7.15% | 加仓 |
 家得宝HD |
| 0.52% | 0.54% | $166.9万 | 4,733股 | $153.0万 | 4,651股 | +82股+1.76% | 加仓 |
| NNRG ENERGYNRG |
| 0.5% | 0.59% | $162.7万 | 1.1万股 | $167.5万 | 1.1万股 | -320股-2.79% | 减仓 |
 CSX铁路CSX |
| 0.48% | 0.47% | $154.3万 | 3.2万股 | $132.9万 | 3.2万股 | +88股+0.27% | 加仓 |
 联合健康UNH |
| 0.48% | 0.31% | $153.8万 | 3,701股 | $89.6万 | 3,311股 | +390股+11.78% | 加仓 |
