 微软MSFT |
| 6.36% | 5.14% | $1,520.6万 | 3.4万股 | $1,300.7万 | 3.5万股 | -1,133股-3.22% | 减仓 |
 苹果AAPL |
| 6.31% | 6.27% | $1,507.4万 | 7.2万股 | $1,586.0万 | 6.2万股 | +9,072股+14.52% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.06% | 4.6% | $1,209.4万 | 6.6万股 | $1,164.0万 | 4.1万股 | +2.5万股+62.46% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 3.73% | — | $891.9万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
 VisaV |
| 3.5% | 3.72% | $837.4万 | 3.2万股 | $940.7万 | 3.1万股 | +782股+2.51% | 加仓 |
 好市多COST |
| 3.43% | 3.72% | $820.7万 | 9,656股 | $939.8万 | 9,431股 | +225股+2.39% | 加仓 |
 特斯拉TSLA |
| 3.33% | 2.38% | $796.9万 | 1.9万股 | $602.6万 | 1.6万股 | +2,718股+16.77% | 加仓 |
 思科CSCO |
| 3.27% | 1.96% | $780.5万 | 6.7万股 | $494.5万 | 6.4万股 | +2,973股+4.66% | 加仓 |
 摩根大通JPM |
| 3.21% | 3.54% | $767.2万 | 3.8万股 | $894.3万 | 3.0万股 | +7,530股+24.77% | 加仓 |
 WASTE MGMT DELWM |
| 2.98% | 3.03% | $712.5万 | 3.3万股 | $767.1万 | 3.3万股 | +18股+0.05% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.9% | 3.06% | $692.7万 | 5.1万股 | $774.0万 | 4.9万股 | +1,386股+2.82% | 加仓 |
 沃尔玛WMT |
| 2.83% | 2.7% | $676.8万 | 10.0万股 | $682.0万 | 5.5万股 | +4.5万股+82.16% | 加仓 |
 雷神技术RTX |
| 2.51% | 3.57% | $601.1万 | 6.0万股 | $903.0万 | 4.7万股 | +1.3万股+27.91% | 加仓 |
 AMGEN COMAMGN |
| 2.5% | 2.83% | $597.1万 | 1.9万股 | $716.7万 | 2.0万股 | -1,261股-6.19% | 减仓 |
 百事可乐PEP |
| 2.48% | 2.19% | $593.7万 | 3.6万股 | $553.9万 | 3.6万股 | +326股+0.91% | 加仓 |
 联合健康UNH |
| 2.4% | — | $574.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 ILLINOIS TOOLITW |
| 2.29% | 2.6% | $548.1万 | 2.3万股 | $656.8万 | 2.5万股 | -2,104股-8.34% | 减仓 |
 DANAHER DEL COMDHR |
| 2.29% | 2.01% | $547.6万 | 2.2万股 | $507.3万 | 2.7万股 | -4,840股-18.09% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 2.23% | 1.43% | $533.2万 | 7.5万股 | $361.5万 | 7.2万股 | +3,477股+4.85% | 加仓 |
 家得宝HD |
| 2.13% | 2.05% | $509.6万 | 1.5万股 | $518.3万 | 1.6万股 | -958股-6.08% | 减仓 |
 雅培ABT |
| 2.1% | 2.15% | $501.9万 | 4.8万股 | $542.7万 | 5.3万股 | -4,551股-8.61% | 减仓 |
 强生JNJ |
| 2.02% | 2.88% | $482.5万 | 3.3万股 | $727.9万 | 3.0万股 | +3,230股+10.85% | 加仓 |
| Q高通QCOM |
| 1.98% | 1.35% | $472.4万 | 2.4万股 | $341.2万 | 2.6万股 | -2,774股-10.47% | 减仓 |
 嘉信理财SCHW |
| 1.76% | 2.09% | $421.4万 | 5.7万股 | $528.3万 | 5.6万股 | +972股+1.73% | 加仓 |
 美敦力MDT |
| 1.6% | 1.91% | $381.6万 | 4.8万股 | $483.4万 | 5.6万股 | -7,302股-13.09% | 减仓 |
 麦当劳MCD |
| 1.59% | 2.03% | $380.3万 | 1.5万股 | $514.7万 | 1.7万股 | -1,638股-9.89% | 减仓 |
| S道富SPIB |
| 1.53% | — | $365.7万 | 11.2万股 | $0 | 0股 | +11.2万股 | 新买入 |
 林德LIN |
| 1.41% | 1.71% | $336.7万 | 7,674股 | $433.1万 | 8,735股 | -1,061股-12.15% | 减仓 |
 TARGET COMTGT |
| 1.31% | — | $312.5万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 迪士尼DIS |
| 1.29% | — | $308.9万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 迪尔DE |
| 1.23% | 1.86% | $293.6万 | 7,858股 | $470.5万 | 8,352股 | -494股-5.91% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 1.18% | 1.54% | $282.2万 | 1.9万股 | $389.5万 | 2.5万股 | -6,082股-24.55% | 减仓 |
 亚马逊AMZN |
| 1.15% | 2.37% | $275.2万 | 1.4万股 | $599.1万 | 2.9万股 | -1.5万股-50.50% | 减仓 |
 德州仪器TXN |
| 1.11% | 1.25% | $265.9万 | 1.4万股 | $315.9万 | 1.6万股 | -2,601股-15.99% | 减仓 |
 GE航空GE |
| 0.94% | 0.5% | $223.7万 | 5,981股 | $126.2万 | 4,446股 | +1,535股+34.53% | 加仓 |
 GE VernovaGEV |
| 0.93% | 0.59% | $221.4万 | 1,884股 | $148.0万 | 1,696股 | +188股+11.08% | 加仓 |
 ADOBE COMADBE |
| 0.85% | 2.44% | $203.1万 | 9,906股 | $616.7万 | 2.5万股 | -1.5万股-60.96% | 减仓 |
 耐克NKE |
| 0.82% | — | $195.0万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 应用材料AMAT |
| 0.69% | 0.31% | $165.6万 | 2,290股 | $78.6万 | 2,300股 | -10股-0.43% | 减仓 |
 SEMPRA COMSRE |
| 0.51% | 0.52% | $121.9万 | 1.6万股 | $132.0万 | 1.4万股 | +2,450股+18.04% | 加仓 |
 埃森哲ACN |
| 0.47% | — | $112.7万 | 9,090股 | $0 | 0股 | +9,090股 | 新买入 |
 RIGETTI COMPUTINGRGTI |
| 0.44% | — | $105.0万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 Meta平台META |
| 0.41% | 1.75% | $97.3万 | 1,931股 | $442.8万 | 7,744股 | -5,813股-75.06% | 减仓 |
 英伟达NVDA |
| 0.34% | 2.3% | $81.2万 | 6,575股 | $581.9万 | 3.3万股 | -2.7万股-80.30% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.32% | — | $76.6万 | 5,259股 | $0 | 0股 | +5,259股 | 新买入 |
| RREVOLUTION MEDICINESRVMD |
| 0.3% | — | $72.2万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 奎斯特诊断DGX |
| 0.3% | 0.41% | $71.8万 | 5,248股 | $102.9万 | 5,248股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.29% | 0.34% | $69.9万 | 3,839股 | $85.8万 | 2,990股 | +849股+28.39% | 加仓 |
| RRiot PlatformsRIOT |
| 0.29% | 0.12% | $68.9万 | 2.6万股 | $30.9万 | 2.5万股 | +500股+2.00% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.28% | — | $67.3万 | 3,940股 | $0 | 0股 | +3,940股 | 新买入 |
