 雷神技术RTX |
| 65.08% | 67.47% | $1.15亿 | 60.7万股 | $1.11亿 | 57.8万股 | +2.9万股+5.06% | 加仓 |
 CARRIER GLOBALCARR |
| 9.55% | 7.87% | $1,689.9万 | 23.0万股 | $1,301.1万 | 23.1万股 | -673股-0.29% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 5.67% | 6.54% | $1,004.2万 | 14.0万股 | $1,081.3万 | 14.0万股 | -36股-0.03% | 减仓 |
 特斯拉TSLA |
| 4.34% | 4.11% | $767.8万 | 1.8万股 | $678.6万 | 1.8万股 | +1股+0.01% | 加仓 |
 苹果AAPL |
| 2.39% | 2.21% | $423.6万 | 1.5万股 | $364.9万 | 1.4万股 | +259股+1.80% | 加仓 |
 LINCOLN ELECLECO |
| 1.41% | 1.45% | $249.3万 | 9,389股 | $240.0万 | 9,636股 | -247股-2.56% | 减仓 |
 英伟达NVDA |
| 1.3% | 1.17% | $230.9万 | 1.2万股 | $193.5万 | 1.1万股 | +445股+4.01% | 加仓 |
 LATHAMSWIM |
| 0.67% | 0.6% | $119.1万 | 18.4万股 | $98.9万 | 18.4万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.64% | 0.51% | $113.0万 | 3,024股 | $84.4万 | 2,973股 | +51股+1.72% | 加仓 |
 谷歌AGOOGL |
| 0.53% | 0.44% | $93.6万 | 2,620股 | $73.0万 | 2,540股 | +80股+3.15% | 加仓 |
 GE VernovaGEV |
| 0.53% | 0.42% | $93.3万 | 794股 | $68.9万 | 789股 | +5股+0.63% | 加仓 |
 微软MSFT |
| 0.5% | 0.49% | $87.9万 | 2,355股 | $80.5万 | 2,174股 | +181股+8.33% | 加仓 |
 埃克森美孚XOM |
| 0.46% | 0.62% | $81.3万 | 5,949股 | $102.3万 | 6,032股 | -83股-1.38% | 减仓 |
| B纽约梅隆银行BK |
| 0.38% | 0.33% | $66.6万 | 4,606股 | $54.6万 | 4,606股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.36% | 0.46% | $64.0万 | 855股 | $76.1万 | 1,165股 | -310股-26.61% | 减仓 |
 AMD超威AMD |
| 0.34% | 0.13% | $59.3万 | 1,021股 | $20.8万 | 1,021股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.33% | 0.23% | $59.1万 | 297股 | $38.2万 | 289股 | +8股+2.77% | 加仓 |
 通用动力GD |
| 0.3% | 0.31% | $52.6万 | 1,484股 | $50.9万 | 1,483股 | +1股+0.07% | 加仓 |
 亚马逊AMZN |
| 0.3% | 0.27% | $52.3万 | 2,195股 | $44.7万 | 2,144股 | +51股+2.38% | 加仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.29% | 0.21% | $52.1万 | 2,000股 | $35.1万 | 2,000股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.28% | 0.29% | $50.3万 | 1,979股 | $47.1万 | 1,928股 | +51股+2.65% | 加仓 |
 礼来LLY |
| 0.28% | 0.23% | $50.0万 | 417股 | $38.4万 | 417股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.27% | 0.27% | $47.9万 | 850股 | $44.1万 | 770股 | +80股+10.39% | 加仓 |
 南方电力SO |
| 0.26% | 0.29% | $46.9万 | 4,900股 | $47.3万 | 4,900股 | 00.00% | 持仓不变 |
 哈特福德·INSURANCEHIG |
| 0.26% | 0.28% | $45.7万 | 3,446股 | $46.6万 | 3,446股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.22% | $44.8万 | 1,269股 | $37.1万 | 1,293股 | -24股-1.86% | 减仓 |
 摩根大通JPM |
| 0.24% | 0.23% | $41.8万 | 1,278股 | $37.6万 | 1,277股 | +1股+0.08% | 加仓 |
| BBANK OF AMERBAC |
| 0.22% | 0.21% | $39.8万 | 6,989股 | $34.0万 | 6,984股 | +5股+0.07% | 加仓 |
 艾伯维ABBV |
| 0.21% | 0.19% | $37.1万 | 1,475股 | $32.1万 | 1,475股 | 00.00% | 持仓不变 |
 FIRST INDL RLTY TRFR |
| 0.21% | 0.21% | $37.0万 | 6,174股 | $34.9万 | 6,174股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.19% | 0.21% | $33.6万 | 445股 | $35.3万 | 408股 | +37股+9.07% | 加仓 |
 沃尔玛WMT |
| 0.18% | 0.21% | $32.3万 | 2,853股 | $35.5万 | 2,853股 | 00.00% | 持仓不变 |
 VisaV |
| 0.17% | 0.17% | $29.7万 | 864股 | $28.4万 | 939股 | -75股-7.99% | 减仓 |
 卡特彼勒CAT |
| 0.16% | — | $27.6万 | 260股 | $0 | 0股 | +260股 | 新买入 |
 康菲石油COP |
| 0.15% | 0.21% | $27.3万 | 2,621股 | $34.4万 | 2,605股 | +16股+0.61% | 加仓 |
 康宁GLW |
| 0.15% | — | $27.2万 | 1,063股 | $0 | 0股 | +1,063股 | 新买入 |
 ALTRIAMO |
| 0.14% | 0.13% | $24.3万 | 3,379股 | $22.3万 | 3,378股 | +1股+0.03% | 加仓 |
| NNATIONAL BANKSHARES INC VA COMNKSH |
| 0.13% | 0.14% | $23.7万 | 6,516股 | $23.7万 | 6,516股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 0.13% | 0.15% | $23.6万 | 813股 | $24.4万 | 707股 | +106股+14.99% | 加仓 |
| TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA |
| 0.13% | — | $23.3万 | 4,912股 | $0 | 0股 | +4,912股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.13% | — | $22.5万 | 306股 | $0 | 0股 | +306股 | 新买入 |
| SSPDR道富系列信托SPYG |
| 0.13% | — | $22.3万 | 1,872股 | $0 | 0股 | +1,872股 | 新买入 |
| S道富SPYV |
| 0.12% | 0.12% | $21.5万 | 3,542股 | $20.0万 | 3,542股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.12% | 0.12% | $21.1万 | 422股 | $20.2万 | 422股 | 00.00% | 持仓不变 |
 波音BA |
| 0.12% | — | $20.5万 | 949股 | $0 | 0股 | +949股 | 新买入 |
