| AAlphabet Inc Class CGOOG |
| 6.52% | 6.11% | $1.26亿 | 35.7万股 | $1.06亿 | 36.8万股 | -1.1万股-3.01% | 减仓 |
 微软MSFT |
| 5.02% | 5.55% | $9,707.7万 | 26.0万股 | $9,599.7万 | 25.9万股 | +914股+0.35% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.63% | 4.92% | $8,967.5万 | 17.9万股 | $8,510.1万 | 17.8万股 | +1,621股+0.91% | 加仓 |
 应用材料AMAT |
| 4.08% | 2.25% | $7,891.8万 | 10.9万股 | $3,884.9万 | 11.4万股 | -4,512股-3.97% | 减仓 |
 万事达MA |
| 3.97% | 4.29% | $7,684.2万 | 15.0万股 | $7,422.4万 | 14.9万股 | +1,066股+0.72% | 加仓 |
 REPUBLIC SVCSRSG |
| 3.82% | 4.33% | $7,392.9万 | 34.7万股 | $7,488.7万 | 34.2万股 | +5,036股+1.47% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 3.19% | 3.04% | $6,179.0万 | 25.1万股 | $5,262.0万 | 25.3万股 | -1,917股-0.76% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 3.05% | 3.5% | $5,903.3万 | 29.3万股 | $6,053.3万 | 29.0万股 | +3,204股+1.11% | 加仓 |
| T赛默飞世尔TMO |
| 3% | 3.26% | $5,799.7万 | 11.6万股 | $5,641.2万 | 11.5万股 | +911股+0.79% | 加仓 |
 VistraVST |
| 2.99% | 3.18% | $5,786.0万 | 36.5万股 | $5,488.9万 | 36.5万股 | -372股-0.10% | 减仓 |
 台积电TSM |
| 2.92% | 2.32% | $5,658.8万 | 11.8万股 | $4,017.6万 | 11.9万股 | -391股-0.33% | 减仓 |
 阿斯麦ASML |
| 2.76% | 2.09% | $5,337.5万 | 2.7万股 | $3,612.5万 | 2.7万股 | -521股-1.90% | 减仓 |
 QUANTA SVCSPWR |
| 2.62% | 2.27% | $5,072.5万 | 7.0万股 | $3,931.3万 | 7.2万股 | -1,158股-1.62% | 减仓 |
 林德LIN |
| 2.43% | 2.61% | $4,702.2万 | 9.1万股 | $4,515.2万 | 9.1万股 | -465股-0.51% | 减仓 |
 雪佛龙CVX |
| 2.24% | 3.14% | $4,339.4万 | 26.2万股 | $5,431.0万 | 26.2万股 | -705股-0.27% | 减仓 |
 亚马逊AMZN |
| 2.03% | 1.99% | $3,938.4万 | 16.5万股 | $3,437.2万 | 16.5万股 | +207股+0.13% | 加仓 |
 LOWES COS COMLOW |
| 2.03% | 2.4% | $3,922.8万 | 17.8万股 | $4,139.5万 | 17.5万股 | +2,718股+1.55% | 加仓 |
 WESCO INTLWCC |
| 1.94% | 1.76% | $3,755.1万 | 10.9万股 | $3,045.1万 | 11.1万股 | -2,582股-2.32% | 减仓 |
 德州仪器TXN |
| 1.77% | 1.31% | $3,435.3万 | 11.5万股 | $2,267.8万 | 11.7万股 | -1,564股-1.34% | 减仓 |
 麦当劳MCD |
| 1.53% | 1.91% | $2,961.9万 | 11.0万股 | $3,297.7万 | 10.6万股 | +3,469股+3.27% | 加仓 |
 英伟达NVDA |
| 1.39% | 1.33% | $2,684.5万 | 13.4万股 | $2,300.7万 | 13.2万股 | +2,246股+1.70% | 加仓 |
 苹果AAPL |
| 1.37% | 1.34% | $2,644.3万 | 9.1万股 | $2,312.6万 | 9.1万股 | +262股+0.29% | 加仓 |
 强生JNJ |
| 1.35% | 1.46% | $2,608.0万 | 10.3万股 | $2,526.7万 | 10.3万股 | -679股-0.66% | 减仓 |
 PALO ALTOPANW |
| 1.34% | 0.7% | $2,587.9万 | 7.6万股 | $1,212.3万 | 7.6万股 | +270股+0.36% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.24% | 1.51% | $2,401.0万 | 15.9万股 | $2,613.0万 | 16.6万股 | -7,530股-4.53% | 减仓 |
 EAGLE MATLSEXP |
| 1.12% | 1.05% | $2,166.8万 | 9.6万股 | $1,809.6万 | 9.6万股 | +783股+0.82% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 1.02% | 1.11% | $1,970.9万 | 8.3万股 | $1,914.9万 | 8.2万股 | +954股+1.16% | 加仓 |
 沃尔玛WMT |
| 0.99% | 0.85% | $1,923.4万 | 17.0万股 | $1,471.0万 | 11.8万股 | +5.1万股+43.48% | 加仓 |
 Meta平台META |
| 0.86% | 0.96% | $1,661.9万 | 3.0万股 | $1,659.1万 | 2.9万股 | +505股+1.74% | 加仓 |
 卡特彼勒CAT |
| 0.86% | 0.64% | $1,656.3万 | 1.6万股 | $1,107.3万 | 1.6万股 | -75股-0.48% | 减仓 |
 Vulcan材料VMC |
| 0.85% | 0.86% | $1,643.8万 | 5.6万股 | $1,479.8万 | 5.4万股 | +1,377股+2.53% | 加仓 |
 CencoraCOR |
| 0.83% | 1.05% | $1,597.8万 | 5.6万股 | $1,823.2万 | 5.8万股 | -1,575股-2.71% | 减仓 |
 NETFLIXNFLX |
| 0.76% | 1.07% | $1,478.4万 | 20.7万股 | $1,849.4万 | 19.2万股 | +1.5万股+7.65% | 加仓 |
 埃克森美孚XOM |
| 0.71% | 1% | $1,368.6万 | 10.0万股 | $1,728.3万 | 10.2万股 | -1,765股-1.73% | 减仓 |
 百事可乐PEP |
| 0.7% | 0.92% | $1,360.6万 | 10.0万股 | $1,584.8万 | 10.2万股 | -1,564股-1.53% | 减仓 |
| IIBMIBM |
| 0.69% | 0.65% | $1,327.3万 | 4.7万股 | $1,118.6万 | 4.6万股 | +1,052股+2.28% | 加仓 |
 宝洁PG |
| 0.67% | 0.75% | $1,300.5万 | 8.9万股 | $1,289.4万 | 8.9万股 | -578股-0.65% | 减仓 |
 艾默生电气EMR |
| 0.57% | 0.59% | $1,102.9万 | 7.7万股 | $1,014.0万 | 7.7万股 | -351股-0.45% | 减仓 |
 摩根大通JPM |
| 0.55% | 0.55% | $1,065.3万 | 3.3万股 | $955.6万 | 3.2万股 | +59股+0.18% | 加仓 |
 谷歌AGOOGL |
| 0.55% | 0.5% | $1,062.5万 | 3.0万股 | $861.6万 | 3.0万股 | -231股-0.77% | 减仓 |
 可口可乐KO |
| 0.55% | 0.59% | $1,057.8万 | 13.0万股 | $1,015.4万 | 13.4万股 | -3,364股-2.52% | 减仓 |
 ADPADP |
| 0.55% | 0.57% | $1,055.9万 | 4.7万股 | $983.5万 | 4.8万股 | -1,255股-2.59% | 减仓 |
 默沙东MRK |
| 0.44% | 0.46% | $843.9万 | 6.6万股 | $800.5万 | 6.7万股 | -878股-1.32% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.41% | — | $788.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 天弘CLS |
| 0.4% | 0.35% | $780.0万 | 2.1万股 | $609.1万 | 2.2万股 | -243股-1.12% | 减仓 |
 家得宝HD |
| 0.39% | 0.41% | $759.0万 | 2.2万股 | $707.7万 | 2.2万股 | +4股+0.02% | 加仓 |
 美光科技MU |
| 0.39% | 0.13% | $748.0万 | 6,480股 | $217.6万 | 6,441股 | +39股+0.61% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.38% | 0.36% | $727.0万 | 9,735股 | $626.3万 | 9,630股 | +105股+1.09% | 加仓 |
 艾伯维ABBV |
| 0.37% | 0.35% | $712.4万 | 2.8万股 | $612.9万 | 2.8万股 | +131股+0.46% | 加仓 |
| IiShares安硕信托IVV |
| 0.36% | 0.35% | $693.1万 | 9,255股 | $604.3万 | 9,251股 | +4股+0.04% | 加仓 |
