 博通AVGO |
| 12.56% | 12% | $390.9万 | 1.0万股 | $321.2万 | 1.0万股 | -29股-0.28% | 减仓 |
 苹果AAPL |
| 10.84% | 11.15% | $337.5万 | 1.2万股 | $298.3万 | 1.2万股 | -89股-0.76% | 减仓 |
 马拉松石油MPC |
| 10.04% | 11.15% | $312.5万 | 1.2万股 | $298.4万 | 1.2万股 | +2股+0.02% | 加仓 |
 伊顿ETN |
| 8.43% | 8.3% | $262.5万 | 6,160股 | $222.0万 | 6,208股 | -48股-0.77% | 减仓 |
 摩根大通JPM |
| 7.12% | 7.42% | $221.5万 | 6,766股 | $198.4万 | 6,746股 | +20股+0.30% | 加仓 |
 微软MSFT |
| 5.62% | 6.45% | $174.8万 | 4,686股 | $172.6万 | 4,662股 | +24股+0.51% | 加仓 |
 摩托罗拉解决方案MSI |
| 5.44% | 6.72% | $169.2万 | 4,074股 | $179.8万 | 4,144股 | -70股-1.69% | 减仓 |
 CHUBB LIMITEDCB |
| 4.88% | 5.5% | $151.8万 | 4,455股 | $147.2万 | 4,515股 | -60股-1.33% | 减仓 |
 AMD超威AMD |
| 3.45% | — | $107.3万 | 1,847股 | $0 | 0股 | +1,847股 | 新买入 |
 英伟达NVDA |
| 2.71% | 2.75% | $84.5万 | 4,223股 | $73.6万 | 4,222股 | +1股+0.02% | 加仓 |
 亚马逊AMZN |
| 2.46% | 2.44% | $76.4万 | 3,207股 | $65.4万 | 3,141股 | +66股+2.10% | 加仓 |
 谷歌AGOOGL |
| 2.33% | 1.96% | $72.4万 | 2,025股 | $52.4万 | 1,821股 | +204股+11.20% | 加仓 |
 沃尔玛WMT |
| 2.3% | 2.96% | $71.5万 | 6,311股 | $79.3万 | 6,379股 | -68股-1.07% | 减仓 |
 埃克森美孚XOM |
| 2.05% | 2.96% | $63.9万 | 4,675股 | $79.2万 | 4,667股 | +8股+0.17% | 加仓 |
 家得宝HD |
| 1.86% | 2.59% | $58.0万 | 1,644股 | $69.4万 | 2,110股 | -466股-22.09% | 减仓 |
 特灵科技TT |
| 1.86% | 1.66% | $57.8万 | 1,177股 | $44.4万 | 1,066股 | +111股+10.41% | 加仓 |
 德州仪器TXN |
| 1.81% | 1.37% | $56.2万 | 1,886股 | $36.6万 | 1,886股 | 00.00% | 持仓不变 |
 VisaV |
| 1.36% | 1.3% | $42.4万 | 1,236股 | $34.9万 | 1,155股 | +81股+7.01% | 加仓 |
 特斯拉TSLA |
| 1.23% | 1.54% | $38.2万 | 909股 | $41.2万 | 1,109股 | -200股-18.03% | 减仓 |
 强生JNJ |
| 1.2% | 1.51% | $37.4万 | 1,473股 | $40.3万 | 1,649股 | -176股-10.67% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.92% | 0.87% | $28.7万 | 723股 | $23.3万 | 733股 | -10股-1.36% | 减仓 |
 联合包裹UPSUPS |
| 0.83% | 0.87% | $25.9万 | 2,411股 | $23.4万 | 2,376股 | +35股+1.47% | 加仓 |
 TJXTJX |
| 0.83% | 0.93% | $25.8万 | 1,704股 | $24.9万 | 1,558股 | +146股+9.37% | 加仓 |
 威瑞森VZ |
| 0.78% | 1.18% | $24.4万 | 5,768股 | $31.6万 | 6,286股 | -518股-8.24% | 减仓 |
| V先锋领航指数基金VOO |
| 0.78% | — | $24.2万 | 352股 | $0 | 0股 | +352股 | 新买入 |
| RRJ EAGLE GCM DIVIDEND SELECT INCOME ETFRJDI |
| 0.76% | — | $23.8万 | 8,107股 | $0 | 0股 | +8,107股 | 新买入 |
 联合健康UNH |
| 0.76% | — | $23.6万 | 567股 | $0 | 0股 | +567股 | 新买入 |
 芝加哥商品交易所CME |
| 0.74% | 1.16% | $22.9万 | 1,036股 | $31.1万 | 1,052股 | -16股-1.52% | 减仓 |
 空气化工APD |
| 0.73% | 0.86% | $22.8万 | 776股 | $23.0万 | 790股 | -14股-1.77% | 减仓 |
 艾伯维ABBV |
| 0.71% | 0.9% | $22.2万 | 881股 | $24.0万 | 1,105股 | -224股-20.27% | 减仓 |
 洛克希德马丁LMT |
| 0.69% | 0.94% | $21.4万 | 420股 | $25.2万 | 417股 | +3股+0.72% | 加仓 |
 联合太平洋铁路UNP |
| 0.68% | — | $21.1万 | 776股 | $0 | 0股 | +776股 | 新买入 |
| S嘉信策略信托SCHD |
| 0.65% | — | $20.3万 | 6,417股 | $0 | 0股 | +6,417股 | 新买入 |
 VIRTUS DIVIDEND INTEREST &PR COMNFJ |
| 0.59% | 0.56% | $18.5万 | 1.2万股 | $15.1万 | 1.2万股 | +210股+1.76% | 加仓 |
