 谷歌AGOOGL |
| 7.26% | 6.47% | $1.38亿 | 38.5万股 | $1.15亿 | 40.1万股 | -1.6万股-3.90% | 减仓 |
 英伟达NVDA |
| 6.69% | 6.29% | $1.27亿 | 63.4万股 | $1.12亿 | 64.3万股 | -8,595股-1.34% | 减仓 |
 博通AVGO |
| 6.14% | 5.62% | $1.16亿 | 30.8万股 | $1.00亿 | 32.3万股 | -1.5万股-4.66% | 减仓 |
 礼来LLY |
| 5.14% | 4.31% | $9,735.4万 | 8.1万股 | $7,672.9万 | 8.3万股 | -2,255股-2.70% | 减仓 |
 苹果AAPL |
| 4.31% | 3.97% | $8,165.2万 | 28.2万股 | $7,069.6万 | 27.9万股 | +3,619股+1.30% | 加仓 |
 微软MSFT |
| 3.67% | 4.06% | $6,948.8万 | 18.6万股 | $7,230.9万 | 19.5万股 | -9,056股-4.64% | 减仓 |
 摩根大通JPM |
| 3.38% | 3.33% | $6,413.1万 | 19.6万股 | $5,926.3万 | 20.1万股 | -5,542股-2.75% | 减仓 |
 亚马逊AMZN |
| 3.16% | 2.87% | $5,993.1万 | 25.1万股 | $5,104.1万 | 24.5万股 | +6,377股+2.60% | 加仓 |
 GE VernovaGEV |
| 3.1% | 2.48% | $5,872.0万 | 5.0万股 | $4,415.5万 | 5.1万股 | -604股-1.19% | 减仓 |
| SSPDR黄金信托GLD |
| 2.91% | 4.18% | $5,517.3万 | 15.0万股 | $7,449.3万 | 17.3万股 | -2.3万股-13.49% | 减仓 |
 摩根士丹利MS |
| 2.83% | 2.3% | $5,359.6万 | 25.6万股 | $4,103.8万 | 24.9万股 | +7,022股+2.82% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.57% | 2.7% | $4,877.9万 | 9.7万股 | $4,806.2万 | 10.0万股 | -2,816股-2.81% | 减仓 |
 艾伯维ABBV |
| 2.24% | 2.15% | $4,251.8万 | 16.9万股 | $3,834.2万 | 17.6万股 | -7,329股-4.16% | 减仓 |
 WASTE MGMT DELWM |
| 2.11% | 2.43% | $4,002.9万 | 18.0万股 | $4,324.8万 | 18.8万股 | -8,608股-4.57% | 减仓 |
 万事达MA |
| 2.04% | 2.24% | $3,861.8万 | 7.5万股 | $3,989.0万 | 8.0万股 | -4,644股-5.82% | 减仓 |
 林德LIN |
| 1.92% | 1.99% | $3,637.5万 | 7.0万股 | $3,551.5万 | 7.2万股 | -1,542股-2.15% | 减仓 |
 强生JNJ |
| 1.8% | 1.74% | $3,419.9万 | 13.5万股 | $3,093.6万 | 12.7万股 | +8,097股+6.40% | 加仓 |
 福泰制药VRTX |
| 1.48% | 1.44% | $2,812.7万 | 5.7万股 | $2,573.9万 | 5.8万股 | -1,016股-1.76% | 减仓 |
 黑石集团BX |
| 1.44% | 1.47% | $2,734.0万 | 23.2万股 | $2,614.6万 | 22.7万股 | +4,973股+2.19% | 加仓 |
 伊顿ETN |
| 1.41% | 1.3% | $2,678.6万 | 6.3万股 | $2,317.5万 | 6.5万股 | -1,933股-2.98% | 减仓 |
 史赛克SYK |
| 1.29% | 1.58% | $2,449.8万 | 7.8万股 | $2,818.3万 | 8.6万股 | -7,956股-9.28% | 减仓 |
 雅培ABT |
| 1.19% | 1.19% | $2,252.3万 | 24.8万股 | $2,121.4万 | 20.7万股 | +4.2万股+20.13% | 加仓 |
 家得宝HD |
| 1.18% | 1.25% | $2,240.6万 | 6.4万股 | $2,235.0万 | 6.8万股 | -4,425股-6.51% | 减仓 |
| T赛默飞世尔TMO |
| 1.08% | 1.17% | $2,051.6万 | 4.1万股 | $2,087.7万 | 4.2万股 | -1,554股-3.66% | 减仓 |
 雪佛龙CVX |
| 1.05% | 1.41% | $1,993.3万 | 12.0万股 | $2,520.1万 | 12.2万股 | -1,553股-1.28% | 减仓 |
 可口可乐KO |
| 1.04% | 1.1% | $1,974.1万 | 24.3万股 | $1,961.2万 | 25.8万股 | -1.5万股-5.81% | 减仓 |
 NETFLIXNFLX |
| 1.02% | 1.62% | $1,925.5万 | 27.0万股 | $2,877.0万 | 29.9万股 | -3.0万股-9.87% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.92% | 0.78% | $1,747.0万 | 4.9万股 | $1,393.7万 | 4.9万股 | +862股+1.77% | 加仓 |
| HHITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSHTHIY |
| 0.92% | 0.93% | $1,739.4万 | 62.9万股 | $1,659.7万 | 57.0万股 | +5.9万股+10.34% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 0.89% | 0.87% | $1,684.5万 | 7.1万股 | $1,553.5万 | 6.7万股 | +4,379股+6.58% | 加仓 |
 联合太平洋铁路UNP |
| 0.86% | 0.83% | $1,637.2万 | 6.0万股 | $1,485.6万 | 6.1万股 | -1,041股-1.70% | 减仓 |
 南方电力SO |
| 0.81% | 0.97% | $1,529.1万 | 16.0万股 | $1,720.2万 | 17.8万股 | -1.8万股-10.35% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.8% | 0.64% | $1,525.4万 | 2.0万股 | $1,141.2万 | 1.8万股 | +2,879股+16.41% | 加仓 |
 默沙东MRK |
| 0.75% | 0.34% | $1,420.5万 | 11.1万股 | $599.5万 | 5.0万股 | +6.1万股+121.82% | 加仓 |
 PALO ALTOPANW |
| 0.74% | 0.32% | $1,411.2万 | 4.1万股 | $566.0万 | 3.5万股 | +6,079股+17.22% | 加仓 |
 埃克森美孚XOM |
| 0.74% | 0.97% | $1,394.8万 | 10.2万股 | $1,733.3万 | 10.2万股 | -143股-0.14% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.7% | 0.93% | $1,333.3万 | 10.6万股 | $1,662.1万 | 11.9万股 | -1.4万股-11.51% | 减仓 |
 VisaV |
| 0.68% | 0.64% | $1,296.7万 | 3.8万股 | $1,146.4万 | 3.8万股 | -134股-0.35% | 减仓 |
 GE航空GE |
| 0.67% | 0.54% | $1,278.3万 | 3.4万股 | $964.7万 | 3.4万股 | +209股+0.61% | 加仓 |
 美国电力AEP |
| 0.62% | 0.24% | $1,171.8万 | 8.6万股 | $423.8万 | 3.2万股 | +5.3万股+164.95% | 加仓 |
 麦当劳MCD |
| 0.54% | 0.64% | $1,021.7万 | 3.8万股 | $1,142.7万 | 3.7万股 | +1,033股+2.81% | 加仓 |
 德州仪器TXN |
| 0.51% | 0.34% | $967.5万 | 3.2万股 | $606.5万 | 3.1万股 | +1,222股+3.91% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.45% | 1.11% | $847.9万 | 1.7万股 | $1,985.0万 | 2.9万股 | -1.2万股-42.78% | 减仓 |
 思科CSCO |
| 0.43% | 0.16% | $805.9万 | 6.9万股 | $285.0万 | 3.7万股 | +3.2万股+86.80% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.42% | 0.45% | $800.0万 | 13.8万股 | $800.2万 | 13.9万股 | -528股-0.38% | 减仓 |
 高盛GS |
| 0.42% | 0.36% | $797.8万 | 7,888股 | $643.2万 | 7,603股 | +285股+3.75% | 加仓 |
 百事可乐PEP |
| 0.36% | 0.91% | $682.0万 | 5.0万股 | $1,629.2万 | 10.5万股 | -5.5万股-51.99% | 减仓 |
| G通用动力VTI |
| 0.35% | 0.32% | $667.0万 | 1.8万股 | $577.6万 | 1.8万股 | +21股+0.12% | 加仓 |
 雷神技术RTX |
| 0.35% | 0.5% | $657.2万 | 3.5万股 | $882.5万 | 4.6万股 | -1.1万股-24.29% | 减仓 |
 宝洁PG |
| 0.33% | 0.38% | $626.1万 | 4.3万股 | $671.1万 | 4.6万股 | -3,764股-8.10% | 减仓 |
