 博通AVGO |
| 11.5% | 11.04% | $3,433.3万 | 9.1万股 | $2,848.3万 | 9.2万股 | -1,137股-1.24% | 减仓 |
 泛林集团LRCX |
| 5.72% | 3.24% | $1,708.9万 | 3.9万股 | $837.4万 | 3.9万股 | +244股+0.62% | 加仓 |
 谷歌AGOOGL |
| 5.41% | 4.91% | $1,614.8万 | 4.5万股 | $1,266.3万 | 4.4万股 | +1,151股+2.61% | 加仓 |
 应用材料AMAT |
| 4.98% | 2.68% | $1,485.3万 | 2.1万股 | $692.4万 | 2.0万股 | +286股+1.41% | 加仓 |
 苹果AAPL |
| 4.62% | 4.37% | $1,378.0万 | 4.8万股 | $1,126.9万 | 4.4万股 | +3,218股+7.25% | 加仓 |
 英伟达NVDA |
| 4.2% | 4.15% | $1,254.6万 | 6.3万股 | $1,071.5万 | 6.1万股 | +1,264股+2.06% | 加仓 |
 微软MSFT |
| 4.07% | 4.6% | $1,216.5万 | 3.3万股 | $1,188.3万 | 3.2万股 | +511股+1.59% | 加仓 |
 埃克森美孚XOM |
| 3.39% | 4.84% | $1,012.9万 | 7.4万股 | $1,248.6万 | 7.4万股 | +487股+0.66% | 加仓 |
 纽蒙特NEM |
| 3.17% | 4.18% | $946.3万 | 10.1万股 | $1,078.3万 | 10.0万股 | +1,703股+1.71% | 加仓 |
 阿斯麦ASML |
| 3.12% | 2.22% | $930.7万 | 4,678股 | $573.9万 | 4,345股 | +333股+7.66% | 加仓 |
 亚马逊AMZN |
| 3.11% | 3% | $928.0万 | 3.9万股 | $773.4万 | 3.7万股 | +1,799股+4.84% | 加仓 |
 自由港麦克莫兰FCX |
| 3.08% | 3.27% | $918.2万 | 14.6万股 | $844.6万 | 14.4万股 | +2,308股+1.61% | 加仓 |
 英特尔INTC |
| 2.85% | 1.04% | $850.4万 | 6.1万股 | $269.0万 | 6.1万股 | -50股-0.08% | 减仓 |
| B巴里克黄金GOLD |
| 2.69% | 3.41% | $804.3万 | 21.9万股 | $879.2万 | 21.6万股 | +3,414股+1.58% | 加仓 |
 雷神技术RTX |
| 2.37% | 2.78% | $707.7万 | 3.7万股 | $716.2万 | 3.7万股 | +170股+0.46% | 加仓 |
 摩根士丹利MS |
| 2.21% | 1.97% | $660.0万 | 3.2万股 | $507.2万 | 3.1万股 | +754股+2.45% | 加仓 |
 L3哈里斯LHX |
| 2.04% | 2.73% | $608.1万 | 2.1万股 | $705.7万 | 2.0万股 | +480股+2.35% | 加仓 |
 礼来LLY |
| 1.79% | 1.46% | $533.5万 | 4,448股 | $376.2万 | 4,090股 | +358股+8.75% | 加仓 |
 Phillips 66PSX |
| 1.75% | 2.15% | $523.9万 | 3.1万股 | $553.8万 | 3.0万股 | +591股+1.94% | 加仓 |
 CULLEN FROST BANKERSCFR |
| 1.75% | 1.75% | $522.9万 | 3.4万股 | $451.8万 | 3.3万股 | +882股+2.68% | 加仓 |
 洛克希德马丁LMT |
| 1.7% | 2.27% | $508.7万 | 9,985股 | $586.8万 | 9,709股 | +276股+2.84% | 加仓 |
 雪佛龙CVX |
| 1.64% | 2.35% | $490.0万 | 3.0万股 | $606.6万 | 2.9万股 | +240股+0.82% | 加仓 |
| BBANK OF AMERBAC |
| 1.63% | 1.62% | $487.3万 | 8.6万股 | $417.7万 | 8.6万股 | -165股-0.19% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.59% | 2.47% | $474.3万 | 9,313股 | $637.5万 | 9,344股 | -31股-0.33% | 减仓 |
 德州仪器TXN |
| 1.49% | 1.05% | $445.3万 | 1.5万股 | $271.7万 | 1.4万股 | +943股+6.74% | 加仓 |
 Truist金融TFC |
| 1.34% | 1.38% | $398.6万 | 8.0万股 | $355.6万 | 7.7万股 | +2,672股+3.45% | 加仓 |
 VisaV |
| 1.32% | 1.28% | $393.9万 | 1.1万股 | $330.0万 | 1.1万股 | +562股+5.15% | 加仓 |
 默沙东MRK |
| 1.25% | 1.34% | $374.2万 | 2.9万股 | $344.7万 | 2.9万股 | +465股+1.62% | 加仓 |
 思科CSCO |
| 1.21% | 0.92% | $359.8万 | 3.1万股 | $237.7万 | 3.1万股 | 00.00% | 持仓不变 |
 壳牌SHEL |
| 1.19% | 1.59% | $355.2万 | 4.6万股 | $410.2万 | 4.4万股 | +1,700股+3.85% | 加仓 |
 伊顿ETN |
| 1.12% | 0.9% | $335.2万 | 7,866股 | $231.3万 | 6,466股 | +1,400股+21.65% | 加仓 |
 艾默生电气EMR |
| 0.88% | 0.94% | $263.1万 | 1.8万股 | $241.4万 | 1.8万股 | -43股-0.23% | 减仓 |
 宝洁PG |
| 0.85% | 0.94% | $253.3万 | 1.7万股 | $243.1万 | 1.7万股 | +446股+2.65% | 加仓 |
 辉瑞PFE |
| 0.81% | 1% | $241.2万 | 10.0万股 | $259.2万 | 9.2万股 | +7,850股+8.50% | 加仓 |
 CORTEVA COMCTVA |
| 0.76% | 0.89% | $225.5万 | 2.7万股 | $228.9万 | 2.7万股 | -720股-2.63% | 减仓 |
 通用动力GD |
| 0.69% | 0.76% | $204.8万 | 5,782股 | $197.0万 | 5,740股 | +42股+0.73% | 加仓 |
| SSANOFI SPONSORED ADRSNY |
| 0.62% | 0.73% | $186.2万 | 4.4万股 | $187.3万 | 3.9万股 | +4,775股+12.28% | 加仓 |
 诺华NVS |
| 0.61% | 0.69% | $183.2万 | 1.2万股 | $179.2万 | 1.2万股 | -40股-0.34% | 减仓 |
 摩根大通JPM |
| 0.52% | 0.38% | $156.2万 | 4,772股 | $98.7万 | 3,356股 | +1,416股+42.19% | 加仓 |
 INVESTAR HOLDING CORP COMISTR |
| 0.5% | 0.7% | $149.5万 | 5.0万股 | $181.6万 | 6.7万股 | -1.7万股-25.05% | 减仓 |
| T赛默飞世尔TMO |
| 0.45% | 0.57% | $134.6万 | 2,685股 | $147.5万 | 3,000股 | -315股-10.50% | 减仓 |
 卡特彼勒CAT |
| 0.35% | 0.27% | $104.0万 | 977股 | $69.2万 | 977股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.32% | 0.32% | $95.9万 | 1,867股 | $83.7万 | 1,675股 | +192股+11.46% | 加仓 |
 GE航空GE |
| 0.31% | 0.29% | $91.5万 | 2,448股 | $74.0万 | 2,608股 | -160股-6.13% | 减仓 |
 贝莱德·INC COMBLK |
| 0.23% | 0.27% | $69.8万 | 726股 | $69.8万 | 726股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.23% | 0.26% | $69.6万 | 6,147股 | $67.3万 | 5,419股 | +728股+13.43% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.21% | 0.23% | $62.4万 | 6,842股 | $59.3万 | 9,182股 | -2,340股-25.48% | 减仓 |
 康菲石油COP |
| 0.2% | 0.26% | $60.6万 | 5,830股 | $65.9万 | 4,995股 | +835股+16.72% | 加仓 |
| IIBMIBM |
| 0.19% | 0.19% | $57.6万 | 2,050股 | $49.7万 | 2,050股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.15% | 0.14% | $44.8万 | 609股 | $35.1万 | 609股 | 00.00% | 持仓不变 |
