| SSPDR黄金信托GLD |
| 3.7% | 4.28% | $4,825.8万 | 13.1万股 | $5,563.6万 | 12.9万股 | +1,700股+1.31% | 加仓 |
 苹果AAPL |
| 3.07% | 0.72% | $4,002.1万 | 13.8万股 | $933.9万 | 3.7万股 | +10.2万股+275.84% | 加仓 |
 摩根大通JPM |
| 3.06% | 2.71% | $3,982.0万 | 12.2万股 | $3,525.5万 | 12.0万股 | +1,800股+1.50% | 加仓 |
| VVANECK JPMEMLC |
| 3.04% | 4.43% | $3,955.3万 | 154.7万股 | $5,755.5万 | 229.2万股 | -74.5万股-32.49% | 减仓 |
 亚马逊AMZN |
| 3% | 2.16% | $3,908.3万 | 16.4万股 | $2,803.3万 | 13.5万股 | +2.9万股+21.83% | 加仓 |
 谷歌AGOOGL |
| 2.89% | 3.26% | $3,766.7万 | 10.5万股 | $4,235.8万 | 14.7万股 | -4.2万股-28.45% | 减仓 |
 微软MSFT |
| 2.63% | 1.81% | $3,426.2万 | 9.2万股 | $2,348.0万 | 6.3万股 | +2.8万股+44.81% | 加仓 |
 摩根士丹利MS |
| 2.58% | 2.05% | $3,367.6万 | 16.1万股 | $2,657.8万 | 16.2万股 | -400股-0.25% | 减仓 |
 思科CSCO |
| 2.57% | 1.69% | $3,353.2万 | 28.5万股 | $2,199.9万 | 28.4万股 | +1,946股+0.69% | 加仓 |
 康宁GLW |
| 2.45% | 1.33% | $3,187.8万 | 12.5万股 | $1,725.5万 | 12.7万股 | -2,100股-1.65% | 减仓 |
 ANALOG DEVICES COMADI |
| 2.08% | 1.62% | $2,712.7万 | 6.8万股 | $2,099.7万 | 6.6万股 | +2,300股+3.48% | 加仓 |
 默沙东MRK |
| 1.98% | 1.83% | $2,582.3万 | 20.1万股 | $2,382.9万 | 19.8万股 | +2,860股+1.44% | 加仓 |
 杜克能源DUK |
| 1.88% | 1.91% | $2,444.4万 | 19.3万股 | $2,483.8万 | 19.0万股 | +3,420股+1.80% | 加仓 |
 英伟达NVDA |
| 1.75% | 0.99% | $2,281.8万 | 11.4万股 | $1,291.3万 | 7.4万股 | +4.0万股+54.02% | 加仓 |
 CVS健康CVS |
| 1.74% | 1.18% | $2,262.5万 | 21.9万股 | $1,530.5万 | 21.3万股 | +5,600股+2.63% | 加仓 |
 GE航空GE |
| 1.72% | 1.3% | $2,247.1万 | 6.0万股 | $1,688.4万 | 6.0万股 | +625股+1.05% | 加仓 |
 雷神技术RTX |
| 1.66% | 1.65% | $2,162.9万 | 11.4万股 | $2,147.0万 | 11.1万股 | +2,700股+2.43% | 加仓 |
 道明尼能源D |
| 1.64% | 1.49% | $2,142.9万 | 31.4万股 | $1,939.9万 | 31.4万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 1.63% | 1.67% | $2,130.0万 | 12.9万股 | $2,164.2万 | 10.5万股 | +2.4万股+22.85% | 加仓 |
| IIBMIBM |
| 1.63% | 1.68% | $2,123.1万 | 7.6万股 | $2,183.9万 | 9.0万股 | -1.5万股-16.20% | 减仓 |
 TJXTJX |
| 1.58% | 1.67% | $2,055.9万 | 13.6万股 | $2,167.1万 | 13.6万股 | 00.00% | 持仓不变 |
 奎斯特诊断DGX |
| 1.51% | 1.16% | $1,965.6万 | 9.3万股 | $1,501.2万 | 7.7万股 | +1.6万股+21.07% | 加仓 |
| EENERGY TRANSFER L PET |
| 1.49% | 1.5% | $1,935.1万 | 101.2万股 | $1,953.3万 | 101.2万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 1.43% | 1.2% | $1,869.5万 | 32.8万股 | $1,560.5万 | 32.0万股 | +8,000股+2.50% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 1.43% | 1.11% | $1,858.8万 | 8.3万股 | $1,437.2万 | 7.7万股 | +6,060股+7.87% | 加仓 |
 艾伯维ABBV |
| 1.41% | 1.22% | $1,843.3万 | 7.3万股 | $1,581.8万 | 7.3万股 | +520股+0.71% | 加仓 |
| V先锋领航指数基金VOO |
| 1.35% | 1.25% | $1,760.4万 | 2.6万股 | $1,625.8万 | 2.7万股 | -1,575股-5.79% | 减仓 |
 礼来LLY |
| 1.35% | 0.63% | $1,759.6万 | 1.5万股 | $820.4万 | 8,920股 | +5,750股+64.46% | 加仓 |
 康明斯CMI |
| 1.34% | 0.99% | $1,748.8万 | 2.5万股 | $1,291.2万 | 2.4万股 | +520股+2.17% | 加仓 |
 博通AVGO |
| 1.32% | 1.05% | $1,724.5万 | 4.6万股 | $1,368.4万 | 4.4万股 | +1,440股+3.26% | 加仓 |
 沃尔玛WMT |
| 1.32% | 1.42% | $1,720.0万 | 15.2万股 | $1,843.1万 | 14.8万股 | +3,560股+2.40% | 加仓 |
| CCRHCRH |
| 1.31% | 1.29% | $1,710.9万 | 16.0万股 | $1,680.9万 | 16.0万股 | 00.00% | 持仓不变 |
 VALERO ENERGY COMVLO |
| 1.31% | 1.25% | $1,708.5万 | 6.6万股 | $1,620.8万 | 6.6万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.27% | 1.16% | $1,648.3万 | 6.5万股 | $1,500.9万 | 6.1万股 | +3,500股+5.70% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 1.23% | 0.98% | $1,599.0万 | 12.7万股 | $1,272.2万 | 9.1万股 | +3.5万股+38.65% | 加仓 |
 ITTITT |
| 1.23% | 1.19% | $1,597.9万 | 8.1万股 | $1,539.5万 | 8.1万股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 1.19% | 1.13% | $1,544.4万 | 2.0万股 | $1,462.5万 | 1.7万股 | +3,540股+20.95% | 加仓 |
 AMETEK COMAME |
| 1.18% | 1.04% | $1,536.3万 | 6.4万股 | $1,350.5万 | 6.3万股 | +500股+0.79% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.18% | 1.21% | $1,533.1万 | 41.7万股 | $1,578.2万 | 41.7万股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 1.17% | 0.97% | $1,528.9万 | 3.6万股 | $1,259.0万 | 3.5万股 | +680股+1.93% | 加仓 |
| PPROLOGIS COMPLD |
| 1.17% | 1.12% | $1,525.4万 | 11.3万股 | $1,457.9万 | 11.0万股 | +2,300股+2.09% | 加仓 |
 德州仪器TXN |
| 1.15% | 0.72% | $1,493.3万 | 5.0万股 | $933.8万 | 4.8万股 | +2,000股+4.16% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.08% | 0.71% | $1,401.9万 | 24.9万股 | $926.4万 | 19.9万股 | +4.9万股+24.72% | 加仓 |
 VENTAS COMVTR |
| 1.05% | — | $1,368.8万 | 15.4万股 | $0 | 0股 | +15.4万股 | 新买入 |
 江森自控JCI |
| 1.05% | 0.94% | $1,363.2万 | 9.3万股 | $1,221.8万 | 9.3万股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.03% | — | $1,346.7万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 VisaV |
| 1.03% | 0.91% | $1,344.9万 | 3.9万股 | $1,184.8万 | 3.9万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 1.03% | 0.74% | $1,339.5万 | 4.0万股 | $961.9万 | 3.2万股 | +7,800股+24.53% | 加仓 |
| E爱克斯龙EXC |
| 1.03% | 1.08% | $1,339.4万 | 28.7万股 | $1,408.4万 | 28.7万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.01% | 1.02% | $1,318.7万 | 2.3万股 | $1,322.2万 | 2.3万股 | +300股+1.30% | 加仓 |
