 苹果AAPL |
| 9.99% | 10.63% | $1,665.0万 | 5.8万股 | $1,493.3万 | 5.9万股 | -1,301股-2.21% | 减仓 |
 美光科技MU |
| 8.96% | 3.13% | $1,493.0万 | 1.3万股 | $439.7万 | 1.3万股 | -80股-0.61% | 减仓 |
 思科CSCO |
| 5.62% | 4.4% | $937.0万 | 8.0万股 | $619.0万 | 8.0万股 | -2股-0.00% | 减仓 |
 OLD REP INTLORI |
| 4.22% | 4.82% | $703.6万 | 17.2万股 | $677.0万 | 17.0万股 | +2,250股+1.33% | 加仓 |
 阿斯利康AZN |
| 3.95% | 4.86% | $658.3万 | 3.5万股 | $683.2万 | 3.5万股 | +73股+0.21% | 加仓 |
 雷神技术RTX |
| 3.75% | 4.52% | $624.7万 | 3.3万股 | $635.2万 | 3.3万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 3.61% | 3.01% | $602.3万 | 3.3万股 | $422.7万 | 3.3万股 | -231股-0.70% | 减仓 |
 博通AVGO |
| 3.61% | 3.57% | $601.6万 | 1.6万股 | $502.1万 | 1.6万股 | -298股-1.84% | 减仓 |
 PHILIP MORRIS INTLPM |
| 3.52% | 3.68% | $587.0万 | 3.2万股 | $517.1万 | 3.1万股 | +1,173股+3.75% | 加仓 |
 摩根大通JPM |
| 2.68% | 2.9% | $447.0万 | 1.4万股 | $407.5万 | 1.4万股 | -199股-1.44% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 2.59% | 2.78% | $430.9万 | 7.0万股 | $390.6万 | 6.7万股 | +2,966股+4.44% | 加仓 |
 埃克森美孚XOM |
| 2.46% | 3.61% | $409.2万 | 3.0万股 | $507.8万 | 3.0万股 | -2股-0.01% | 减仓 |
 CHUBB LIMITEDCB |
| 2.38% | 2.71% | $395.9万 | 1.2万股 | $380.1万 | 1.2万股 | -46股-0.39% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.26% | 2.22% | $376.6万 | 1.1万股 | $312.4万 | 1.1万股 | -231股-2.12% | 减仓 |
 卡特彼勒CAT |
| 2.1% | 1.66% | $350.2万 | 3,288股 | $233.0万 | 3,288股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.95% | 1.86% | $324.5万 | 9,079股 | $261.8万 | 9,103股 | -24股-0.26% | 减仓 |
 康明斯CMI |
| 1.94% | 1.74% | $323.6万 | 4,537股 | $244.1万 | 4,537股 | 00.00% | 持仓不变 |
 瑞银UBS |
| 1.78% | 1.66% | $296.5万 | 6.0万股 | $233.6万 | 6.0万股 | +21股+0.04% | 加仓 |
 英伟达NVDA |
| 1.7% | 1.81% | $283.1万 | 1.4万股 | $254.0万 | 1.5万股 | -415股-2.85% | 减仓 |
 艾伯维ABBV |
| 1.56% | 1.59% | $260.4万 | 1.0万股 | $224.0万 | 1.0万股 | +49股+0.48% | 加仓 |
| C资本集团股息价值CCBG |
| 1.55% | 1.59% | $258.6万 | 5.2万股 | $222.8万 | 5.2万股 | +86股+0.16% | 加仓 |
 雪佛龙CVX |
| 1.4% | 2.09% | $234.1万 | 1.4万股 | $293.2万 | 1.4万股 | -48股-0.34% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.25% | 1.36% | $208.0万 | 4,156股 | $190.9万 | 3,984股 | +172股+4.32% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.21% | 1.19% | $202.1万 | 3.6万股 | $166.6万 | 3.6万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 1.2% | 1.21% | $199.9万 | 3.5万股 | $170.2万 | 3.5万股 | +179股+0.51% | 加仓 |
 EXPAND ENERGYEXE |
| 1.2% | 1.57% | $199.7万 | 2.2万股 | $220.3万 | 2.0万股 | +1,828股+9.11% | 加仓 |
 黑石集团BX |
| 1.18% | 1.37% | $196.3万 | 1.7万股 | $192.1万 | 1.7万股 | -24股-0.14% | 减仓 |
 CSX铁路CSX |
| 1.17% | 1.19% | $194.4万 | 4.1万股 | $167.9万 | 4.1万股 | -1股-0.00% | 减仓 |
 DOW COMDOW |
| 1.12% | 2.04% | $187.3万 | 6.8万股 | $286.1万 | 6.9万股 | -249股-0.36% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.05% | 1.45% | $174.8万 | 2.2万股 | $203.2万 | 2.2万股 | +140股+0.63% | 加仓 |
 杜克能源DUK |
| 0.98% | 1.21% | $163.4万 | 1.3万股 | $169.4万 | 1.3万股 | -25股-0.19% | 减仓 |
 EOG资源EOG |
| 0.94% | 1.24% | $155.8万 | 1.2万股 | $173.8万 | 1.2万股 | -7股-0.06% | 减仓 |
 威瑞森VZ |
| 0.8% | 1.12% | $133.2万 | 3.1万股 | $158.0万 | 3.1万股 | -10股-0.03% | 减仓 |
 洛克希德马丁LMT |
| 0.78% | 1.09% | $129.3万 | 2,537股 | $153.3万 | 2,537股 | 00.00% | 持仓不变 |
 通用动力GD |
| 0.72% | 0.83% | $120.6万 | 3,405股 | $117.3万 | 3,416股 | -11股-0.32% | 减仓 |
 应用材料AMAT |
| 0.7% | 0.4% | $117.0万 | 1,618股 | $55.8万 | 1,633股 | -15股-0.92% | 减仓 |
 默沙东MRK |
| 0.61% | 0.68% | $101.2万 | 7,878股 | $95.6万 | 7,946股 | -68股-0.86% | 减仓 |
 科磊KLAC |
| 0.58% | 0.35% | $95.8万 | 3,177股 | $49.6万 | 337股 | +2,840股+842.73% | 加仓 |
 家得宝HD |
| 0.57% | 0.64% | $94.2万 | 2,671股 | $90.1万 | 2,740股 | -69股-2.52% | 减仓 |
 BANCO SANTANDER ADRSAN |
| 0.55% | 0.53% | $90.8万 | 6.6万股 | $74.2万 | 6.6万股 | +61股+0.09% | 加仓 |
 霍尼韦尔HON |
| 0.48% | 1.17% | $80.7万 | 3,606股 | $164.5万 | 7,279股 | -3,673股-50.46% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.48% | — | $79.7万 | 3,606股 | $0 | 0股 | +3,606股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.45% | 0.51% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.43% | 0.54% | $71.3万 | 1,913股 | $76.4万 | 2,065股 | -152股-7.36% | 减仓 |
| AAT&TT |
| 0.4% | 0.67% | $67.1万 | 3.2万股 | $94.3万 | 3.3万股 | -137股-0.42% | 减仓 |
 甲骨文ORCL |
| 0.36% | — | $60.8万 | 4,150股 | $0 | 0股 | +4,150股 | 新买入 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.35% | 0.3% | $58.4万 | 3,579股 | $41.8万 | 3,619股 | -40股-1.11% | 减仓 |
 爱迪生联合电气ED |
| 0.34% | 0.41% | $56.9万 | 5,147股 | $58.3万 | 5,147股 | 00.00% | 持仓不变 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 0.32% | 0.32% | $53.7万 | 1.6万股 | $45.6万 | 1.5万股 | +66股+0.43% | 加仓 |
 DANAHER DEL COMDHR |
| 0.32% | 0.38% | $52.6万 | 2,763股 | $52.9万 | 2,793股 | -30股-1.07% | 减仓 |
