 应用材料AMAT |
| 3.74% | 2.15% | $533.0万 | 7,372股 | $282.9万 | 8,278股 | -906股-10.94% | 减仓 |
 摩根大通JPM |
| 3.05% | 2.93% | $434.5万 | 1.3万股 | $386.7万 | 1.3万股 | +129股+0.98% | 加仓 |
 PHILIP MORRIS INTLPM |
| 2.9% | 3.11% | $413.0万 | 2.3万股 | $409.7万 | 2.5万股 | -1,909股-7.77% | 减仓 |
 亚马逊AMZN |
| 2.73% | 2.66% | $389.2万 | 1.6万股 | $350.9万 | 1.7万股 | -520股-3.09% | 减仓 |
 Elevance健康ELV |
| 2.49% | 2.03% | $355.3万 | 9,187股 | $268.1万 | 9,159股 | +28股+0.31% | 加仓 |
 WELLS FARGO NEWWFC |
| 2.46% | 2.52% | $351.2万 | 4.2万股 | $332.1万 | 4.2万股 | +783股+1.88% | 加仓 |
 微软MSFT |
| 2.4% | 2.55% | $341.7万 | 9,160股 | $336.5万 | 9,091股 | +69股+0.76% | 加仓 |
 BOOKING COMBKNG |
| 2.33% | 2.38% | $332.9万 | 1.9万股 | $313.2万 | 744股 | +1.8万股+2,410.22% | 加仓 |
 嘉信理财SCHW |
| 2.23% | 2.44% | $317.8万 | 3.4万股 | $321.2万 | 3.4万股 | +264股+0.77% | 加仓 |
 安桥ENB |
| 2.16% | 2.29% | $307.7万 | 5.7万股 | $302.3万 | 5.6万股 | +933股+1.67% | 加仓 |
 谷歌AGOOGL |
| 2.09% | 2.19% | $298.3万 | 8,347股 | $288.6万 | 1.0万股 | -1,689股-16.83% | 减仓 |
 Meta平台META |
| 2.07% | 2.32% | $295.7万 | 5,249股 | $305.7万 | 5,344股 | -95股-1.78% | 减仓 |
 台积电TSM |
| 2.03% | 1.88% | $289.4万 | 6,049股 | $247.9万 | 7,315股 | -1,266股-17.31% | 减仓 |
 美敦力MDT |
| 2.02% | 1.85% | $287.9万 | 3.6万股 | $243.7万 | 2.8万股 | +8,565股+30.70% | 加仓 |
 VisaV |
| 1.95% | 1.84% | $278.2万 | 8,108股 | $242.2万 | 8,013股 | +95股+1.19% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.93% | 1.97% | $275.3万 | 1.8万股 | $259.3万 | 1.6万股 | +1,697股+10.29% | 加仓 |
 埃克森美孚XOM |
| 1.9% | 2.41% | $270.4万 | 2.0万股 | $317.6万 | 1.9万股 | +1,059股+5.66% | 加仓 |
 GSK SPONSORED ADRGSK |
| 1.68% | 1.88% | $240.2万 | 4.5万股 | $247.4万 | 4.4万股 | +989股+2.23% | 加仓 |
 空气化工APD |
| 1.66% | 1.77% | $236.7万 | 8,072股 | $233.3万 | 8,030股 | +42股+0.52% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.64% | 1.67% | $233.2万 | 4,661股 | $220.7万 | 4,606股 | +55股+1.19% | 加仓 |
| O宏盟集团OMC |
| 1.57% | 1.74% | $223.5万 | 3.0万股 | $228.9万 | 3.0万股 | +286股+0.95% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 1.52% | 1.9% | $216.7万 | 8.8万股 | $250.2万 | 8.7万股 | +1,104股+1.27% | 加仓 |
 LLOYDS BANKING SPONSORED ADRLYG |
| 1.45% | 1.34% | $207.3万 | 35.6万股 | $176.1万 | 35.0万股 | +5,487股+1.57% | 加仓 |
 IQVIAIQV |
| 1.44% | 1.37% | $205.4万 | 1.1万股 | $180.3万 | 1.1万股 | +59股+0.56% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.3% | 1.26% | $185.3万 | 5,245股 | $166.7万 | 5,812股 | -567股-9.76% | 减仓 |
 可口可乐KO |
| 1.28% | 1.31% | $182.7万 | 2.2万股 | $172.1万 | 2.2万股 | -138股-0.61% | 减仓 |
 Truist金融TFC |
| 1.23% | 1.21% | $175.9万 | 3.5万股 | $159.3万 | 3.5万股 | +640股+1.85% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.16% | 0.55% | $165.4万 | 1.3万股 | $72.6万 | 4,613股 | +8,820股+191.20% | 加仓 |
 贝莱德·INC COMBLK |
| 1.14% | 1.22% | $162.7万 | 1,692股 | $161.2万 | 1,677股 | +15股+0.89% | 加仓 |
 AMGEN COMAMGN |
| 1.12% | 1.16% | $159.4万 | 4,402股 | $153.4万 | 4,361股 | +41股+0.94% | 加仓 |
 SYSCO COMSYY |
| 1.1% | 0.98% | $156.2万 | 1.9万股 | $128.9万 | 1.8万股 | +612股+3.39% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.08% | 1.19% | $153.7万 | 9,296股 | $156.9万 | 9,090股 | +206股+2.27% | 加仓 |
 富达·NATL INFORMATION SVCS COMFIS |
| 1.07% | 1.38% | $152.1万 | 3.9万股 | $181.7万 | 3.9万股 | +403股+1.04% | 加仓 |
 EntergyETR |
| 1.02% | 1.23% | $145.7万 | 1.3万股 | $162.3万 | 1.4万股 | -1,758股-12.17% | 减仓 |
 德州仪器TXN |
| 1.01% | 0.71% | $144.7万 | 4,855股 | $93.4万 | 4,813股 | +42股+0.87% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.98% | 1.07% | $139.8万 | 1.2万股 | $140.4万 | 1.2万股 | -153股-1.26% | 减仓 |
 万事达MA |
| 0.95% | 0.99% | $135.7万 | 2,642股 | $131.0万 | 2,622股 | +20股+0.76% | 加仓 |
 HealthpeakDOC |
| 0.95% | 0.78% | $135.3万 | 6.3万股 | $102.7万 | 6.3万股 | +676股+1.08% | 加仓 |
 埃森哲ACN |
| 0.94% | 0.35% | $134.5万 | 1.1万股 | $46.2万 | 2,330股 | +8,480股+363.95% | 加仓 |
 HUNTINGTON INGALLS INDS COMHII |
| 0.94% | 1.37% | $134.2万 | 4,794股 | $180.4万 | 4,748股 | +46股+0.97% | 加仓 |
 Genuine Parts Co ComGPC |
| 0.94% | 0.9% | $133.9万 | 1.1万股 | $119.0万 | 1.1万股 | +113股+1.01% | 加仓 |
 LAMAR ADVERTISINGLAMR |
| 0.91% | 1.74% | $129.2万 | 8,285股 | $229.6万 | 1.8万股 | -9,840股-54.29% | 减仓 |
 杜克能源DUK |
| 0.9% | 1.28% | $128.1万 | 1.0万股 | $169.2万 | 1.3万股 | -2,802股-21.69% | 减仓 |
| V先锋领航指数基金VUG |
| 0.89% | 0.74% | $126.9万 | 1.5万股 | $97.0万 | 2,220股 | +1.3万股+563.78% | 加仓 |
 迪士尼DIS |
| 0.87% | 0.94% | $124.2万 | 1.3万股 | $124.3万 | 1.3万股 | -95股-0.74% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.85% | 0.76% | $120.6万 | 1.7万股 | $100.5万 | 1.6万股 | +1,246股+7.94% | 加仓 |
 通用动力GD |
| 0.84% | 0.87% | $120.5万 | 3,402股 | $114.2万 | 3,327股 | +75股+2.25% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.84% | 0.72% | $120.3万 | 3,028股 | $94.8万 | 2,981股 | +47股+1.58% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 0.84% | — | $119.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 爱迪生国际EIX |
| 0.82% | 0.86% | $117.4万 | 1.6万股 | $113.4万 | 1.5万股 | +271股+1.75% | 加仓 |
