 泛林集团LRCX |
| 7.79% | 4.44% | $1,551.8万 | 3.6万股 | $785.4万 | 3.7万股 | -950股-2.58% | 减仓 |
 苹果AAPL |
| 5.73% | 5.69% | $1,142.7万 | 3.9万股 | $1,006.1万 | 4.0万股 | -150股-0.38% | 减仓 |
 谷歌AGOOGL |
| 2.94% | 2.72% | $586.9万 | 1.6万股 | $480.5万 | 1.7万股 | -285股-1.71% | 减仓 |
 摩根大通JPM |
| 2.62% | 2.68% | $522.7万 | 1.6万股 | $473.4万 | 1.6万股 | -125股-0.78% | 减仓 |
 微软MSFT |
| 2.46% | 2.76% | $491.3万 | 1.3万股 | $487.5万 | 1.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 2.34% | 2.33% | $467.3万 | 2.0万股 | $412.0万 | 2.0万股 | -175股-0.88% | 减仓 |
 MCKESSON COMMCK |
| 2.27% | 2.95% | $453.0万 | 5,995股 | $521.4万 | 6,025股 | -30股-0.50% | 减仓 |
 沃尔玛WMT |
| 2.27% | 2.83% | $451.7万 | 4.0万股 | $501.0万 | 4.0万股 | -430股-1.07% | 减仓 |
 博通AVGO |
| 2.26% | 2.13% | $451.2万 | 1.2万股 | $377.4万 | 1.2万股 | -250股-2.05% | 减仓 |
| BBANK OF AMERBAC |
| 1.84% | 1.77% | $367.3万 | 6.4万股 | $312.7万 | 6.4万股 | +325股+0.51% | 加仓 |
 雷神技术RTX |
| 1.72% | 1.97% | $343.4万 | 1.8万股 | $349.2万 | 1.8万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.66% | 1.64% | $330.9万 | 9,645股 | $290.2万 | 9,600股 | +45股+0.47% | 加仓 |
 AMGEN COMAMGN |
| 1.63% | 1.8% | $325.3万 | 8,983股 | $317.8万 | 9,033股 | -50股-0.55% | 减仓 |
 达美航空DAL |
| 1.6% | 1.29% | $318.0万 | 3.4万股 | $229.1万 | 3.4万股 | -500股-1.45% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.43% | 1.34% | $284.1万 | 8,040股 | $237.1万 | 8,265股 | -225股-2.72% | 减仓 |
 通用汽车GM |
| 1.4% | 1.52% | $278.5万 | 3.6万股 | $268.8万 | 3.6万股 | +50股+0.14% | 加仓 |
 贝莱德·INC COMBLK |
| 1.39% | 1.57% | $276.6万 | 2,877股 | $278.1万 | 2,892股 | -15股-0.52% | 减仓 |
 AVANTIS INTLNGG |
| 1.32% | 1.41% | $262.6万 | 2.9万股 | $249.7万 | 2.9万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 1.27% | 1.45% | $252.2万 | 2.7万股 | $257.1万 | 2.7万股 | -25股-0.09% | 减仓 |
 可口可乐KO |
| 1.26% | 1.32% | $251.1万 | 3.1万股 | $232.7万 | 3.1万股 | +300股+0.98% | 加仓 |
 礼来LLY |
| 1.26% | 1.09% | $250.3万 | 2,087股 | $192.0万 | 2,087股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 1.19% | 1.54% | $236.7万 | 7,560股 | $272.3万 | 7,645股 | -85股-1.11% | 减仓 |
 METLIFE COMMET |
| 1.15% | 1.09% | $228.5万 | 2.7万股 | $192.1万 | 2.7万股 | -150股-0.55% | 减仓 |
| T赛默飞世尔TMO |
| 1.13% | 1.28% | $226.2万 | 4,511股 | $225.7万 | 4,591股 | -80股-1.74% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.02% | 0.83% | $204.2万 | 2.2万股 | $146.9万 | 2.3万股 | -350股-1.54% | 减仓 |
 联合健康UNH |
| 1% | 0.7% | $198.7万 | 4,780股 | $123.9万 | 4,580股 | +200股+4.37% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.97% | 1.37% | $193.3万 | 1.2万股 | $242.1万 | 1.2万股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 0.96% | 0.64% | $190.7万 | 4,835股 | $114.0万 | 4,785股 | +50股+1.04% | 加仓 |
 CVS健康CVS |
| 0.91% | 0.72% | $181.7万 | 1.8万股 | $127.1万 | 1.8万股 | -125股-0.71% | 减仓 |
 纽蒙特NEM |
| 0.89% | 1.16% | $178.2万 | 1.9万股 | $204.4万 | 1.9万股 | +200股+1.06% | 加仓 |
 3M COMMMM |
| 0.84% | 0.85% | $167.7万 | 1.0万股 | $150.4万 | 1.0万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.83% | 0.9% | $164.7万 | 2.0万股 | $158.6万 | 2.0万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.81% | 0.65% | $161.4万 | 3,380股 | $114.2万 | 3,380股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.8% | 0.92% | $158.6万 | 1.8万股 | $162.7万 | 1.8万股 | +555股+3.17% | 加仓 |
 Elevance健康ELV |
| 0.77% | 0.63% | $153.2万 | 3,961股 | $111.3万 | 3,801股 | +160股+4.21% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.74% | 0.7% | $148.2万 | 1.5万股 | $123.7万 | 1.5万股 | 00.00% | 持仓不变 |
| FFLEXFLEX |
| 0.74% | 0.33% | $146.7万 | 9,050股 | $59.2万 | 9,050股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.73% | 0.8% | $144.8万 | 1.5万股 | $141.6万 | 1.5万股 | +350股+2.38% | 加仓 |
 BOOKING COMBKNG |
| 0.7% | 0.72% | $139.5万 | 7,825股 | $126.7万 | 301股 | +7,524股+2,499.67% | 加仓 |
 赛富时CRM |
| 0.69% | 0.94% | $137.9万 | 8,801股 | $165.7万 | 8,876股 | -75股-0.84% | 减仓 |
 贝克休斯BKR |
| 0.67% | 0.83% | $134.0万 | 2.4万股 | $147.1万 | 2.4万股 | +50股+0.21% | 加仓 |
 AMERICAN INTL COM NEWAIG |
| 0.67% | 0.76% | $133.9万 | 1.8万股 | $135.3万 | 1.8万股 | -8股-0.04% | 减仓 |
| MMKSMKSI |
| 0.65% | 0.38% | $129.7万 | 2,915股 | $67.0万 | 2,915股 | 00.00% | 持仓不变 |
| AATIATI |
| 0.65% | 0.53% | $129.1万 | 6,548股 | $94.2万 | 6,473股 | +75股+1.16% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.63% | $127.8万 | 1,711股 | $111.3万 | 1,711股 | 00.00% | 持仓不变 |
| MMASTECMTZ |
| 0.62% | 0.53% | $123.2万 | 2,960股 | $93.6万 | 2,910股 | +50股+1.72% | 加仓 |
 PULTEPHM |
| 0.6% | 0.65% | $120.1万 | 8,750股 | $115.8万 | 9,847股 | -1,097股-11.14% | 减仓 |
 HCA医疗HCA |
| 0.59% | 0.85% | $117.9万 | 3,023股 | $150.2万 | 3,173股 | -150股-4.73% | 减仓 |
 NETFLIXNFLX |
| 0.59% | 0.87% | $117.4万 | 1.6万股 | $153.0万 | 1.6万股 | +525股+3.30% | 加仓 |
 美国运通AXP |
| 0.55% | 0.56% | $110.3万 | 3,260股 | $98.6万 | 3,260股 | 00.00% | 持仓不变 |
