 应用材料AMAT |
| 4.46% | 2.56% | $4,419.9万 | 6.1万股 | $2,104.3万 | 6.2万股 | -434股-0.70% | 减仓 |
 苹果AAPL |
| 4.15% | 4.13% | $4,112.6万 | 14.2万股 | $3,395.5万 | 13.4万股 | +8,338股+6.23% | 加仓 |
 英伟达NVDA |
| 3.78% | 3.92% | $3,740.9万 | 18.7万股 | $3,222.2万 | 18.5万股 | +2,206股+1.19% | 加仓 |
 卡特彼勒CAT |
| 3.52% | 2.84% | $3,489.1万 | 3.3万股 | $2,336.0万 | 3.3万股 | -209股-0.63% | 减仓 |
 AMD超威AMD |
| 2.76% | 1.16% | $2,729.0万 | 4.7万股 | $949.8万 | 4.7万股 | +288股+0.62% | 加仓 |
 微软MSFT |
| 2.55% | 2.9% | $2,523.9万 | 6.8万股 | $2,386.8万 | 6.4万股 | +3,183股+4.94% | 加仓 |
 礼来LLY |
| 2.42% | 2.23% | $2,400.6万 | 2.0万股 | $1,830.7万 | 2.0万股 | +110股+0.55% | 加仓 |
 Vulcan材料VMC |
| 2.3% | 2.55% | $2,276.2万 | 7.7万股 | $2,100.3万 | 7.7万股 | +25股+0.03% | 加仓 |
 强生JNJ |
| 2.28% | 2.62% | $2,256.0万 | 8.9万股 | $2,157.5万 | 8.8万股 | +568股+0.64% | 加仓 |
 联合包裹UPSUPS |
| 2.21% | 2.39% | $2,183.8万 | 20.3万股 | $1,966.7万 | 20.0万股 | +3,236股+1.62% | 加仓 |
 康宁GLW |
| 2.09% | 1.34% | $2,069.6万 | 8.1万股 | $1,101.4万 | 8.1万股 | +17股+0.02% | 加仓 |
 博通AVGO |
| 1.9% | 1.86% | $1,877.7万 | 5.0万股 | $1,528.8万 | 4.9万股 | +314股+0.64% | 加仓 |
 摩根大通JPM |
| 1.89% | 2.01% | $1,870.4万 | 5.7万股 | $1,655.3万 | 5.6万股 | +869股+1.54% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.86% | 1.8% | $1,839.5万 | 5.2万股 | $1,477.5万 | 5.2万股 | +555股+1.08% | 加仓 |
 亚马逊AMZN |
| 1.64% | 1.68% | $1,619.7万 | 6.8万股 | $1,383.7万 | 6.6万股 | +1,520股+2.29% | 加仓 |
| BBANK OF AMERBAC |
| 1.55% | 1.59% | $1,538.7万 | 27.0万股 | $1,306.8万 | 26.8万股 | +1,986股+0.74% | 加仓 |
 艾伯维ABBV |
| 1.54% | 1.57% | $1,530.1万 | 6.1万股 | $1,292.4万 | 5.9万股 | +1,381股+2.32% | 加仓 |
 WASTE MGMT DELWM |
| 1.51% | 1.86% | $1,499.3万 | 6.7万股 | $1,532.5万 | 6.7万股 | +577股+0.87% | 加仓 |
 英特尔INTC |
| 1.46% | 0.56% | $1,444.1万 | 10.3万股 | $456.7万 | 10.3万股 | -65股-0.06% | 减仓 |
 高盛GS |
| 1.39% | 1.38% | $1,377.7万 | 1.4万股 | $1,134.6万 | 1.3万股 | +210股+1.57% | 加仓 |
 家得宝HD |
| 1.35% | 1.45% | $1,332.8万 | 3.8万股 | $1,194.3万 | 3.6万股 | +1,479股+4.07% | 加仓 |
 南方电力SO |
| 1.3% | 1.56% | $1,284.5万 | 13.4万股 | $1,280.6万 | 13.3万股 | +1,529股+1.15% | 加仓 |
 PALO ALTOPANW |
| 1.29% | 0.71% | $1,279.1万 | 3.8万股 | $582.6万 | 3.6万股 | +1,167股+3.21% | 加仓 |
 嘉信理财SCHW |
| 1.23% | 1.5% | $1,216.3万 | 13.2万股 | $1,231.9万 | 13.1万股 | +740股+0.56% | 加仓 |
 VisaV |
| 1.22% | 1.3% | $1,212.3万 | 3.5万股 | $1,066.8万 | 3.5万股 | +38股+0.11% | 加仓 |
 黑石集团BX |
| 1.21% | 1.4% | $1,202.6万 | 10.2万股 | $1,154.8万 | 10.0万股 | +1,781股+1.77% | 加仓 |
| Q高通QCOM |
| 1.17% | 0.96% | $1,155.4万 | 6.3万股 | $792.7万 | 6.2万股 | +972股+1.58% | 加仓 |
 可口可乐KO |
| 1.14% | 1.28% | $1,132.4万 | 13.9万股 | $1,048.6万 | 13.8万股 | +1,454股+1.05% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.14% | 1.21% | $1,127.6万 | 2.3万股 | $995.6万 | 2.1万股 | +1,758股+8.46% | 加仓 |
 雪佛龙CVX |
| 1.07% | 1.47% | $1,060.2万 | 6.4万股 | $1,209.0万 | 5.8万股 | +5,524股+9.45% | 加仓 |
 特斯拉TSLA |
| 1.06% | 1.08% | $1,048.2万 | 2.5万股 | $884.7万 | 2.4万股 | +1,123股+4.72% | 加仓 |
 AMGEN COMAMGN |
| 1.05% | 1.2% | $1,040.0万 | 2.9万股 | $988.7万 | 2.8万股 | +619股+2.20% | 加仓 |
 好市多COST |
| 1.01% | 1.28% | $1,002.4万 | 1.1万股 | $1,048.6万 | 1.1万股 | +193股+1.83% | 加仓 |
 麦当劳MCD |
| 0.99% | 1.36% | $984.5万 | 3.6万股 | $1,115.6万 | 3.6万股 | +525股+1.46% | 加仓 |
 洛克希德马丁LMT |
| 0.99% | 1.41% | $984.1万 | 1.9万股 | $1,157.1万 | 1.9万股 | +171股+0.89% | 加仓 |
| IiShares安硕信托IVW |
| 0.95% | — | $943.6万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 南方铜业SCCO |
| 0.9% | 1.05% | $895.2万 | 5.1万股 | $866.3万 | 5.0万股 | +1,023股+2.03% | 加仓 |
 沃尔玛WMT |
| 0.9% | 1.12% | $890.0万 | 7.9万股 | $922.3万 | 7.4万股 | +4,373股+5.89% | 加仓 |
 Meta平台META |
| 0.89% | 1.06% | $878.6万 | 1.6万股 | $868.2万 | 1.5万股 | +423股+2.79% | 加仓 |
 埃克森美孚XOM |
| 0.79% | 1.15% | $779.7万 | 5.7万股 | $944.9万 | 5.6万股 | +1,335股+2.40% | 加仓 |
 宝洁PG |
| 0.76% | 0.9% | $757.2万 | 5.2万股 | $738.6万 | 5.1万股 | +498股+0.97% | 加仓 |
 Truist金融TFC |
| 0.75% | 0.82% | $742.5万 | 14.9万股 | $674.8万 | 14.7万股 | +2,240股+1.53% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.74% | 0.69% | $733.3万 | 3.3万股 | $566.6万 | 3.0万股 | +2,412股+7.94% | 加仓 |
 思科CSCO |
| 0.73% | 0.58% | $722.1万 | 6.1万股 | $473.0万 | 6.1万股 | +507股+0.83% | 加仓 |
 杜克能源DUK |
| 0.7% | 0.85% | $689.5万 | 5.4万股 | $701.0万 | 5.4万股 | +932股+1.74% | 加仓 |
| IiShares安硕信托IVV |
| 0.69% | 0.72% | $685.8万 | 9,157股 | $593.3万 | 9,083股 | +74股+0.81% | 加仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.69% | 0.72% | $684.5万 | 8.2万股 | $593.4万 | 8.2万股 | +582股+0.71% | 加仓 |
 ADPADP |
| 0.68% | 0.76% | $676.1万 | 3.0万股 | $625.3万 | 3.1万股 | -586股-1.90% | 减仓 |
 卡地纳健康CAH |
| 0.63% | 0.67% | $623.2万 | 2.6万股 | $548.5万 | 2.6万股 | +279股+1.07% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.62% | 0.73% | $613.2万 | 3.4万股 | $601.6万 | 3.3万股 | +760股+2.28% | 加仓 |
