 苹果AAPL |
| 4.28% | 4.06% | $5,765.9万 | 32.5万股 | $4,736.1万 | 33.5万股 | -9,995股-2.99% | 减仓 |
 微软MSFT |
| 2.82% | 3.02% | $3,804.9万 | 11.3万股 | $3,521.2万 | 12.5万股 | -1.2万股-9.42% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.8% | 3.2% | $3,766.2万 | 1.3万股 | $3,735.5万 | 1.4万股 | -999股-7.13% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 2.69% | 3.39% | $3,621.4万 | 35.7万股 | $3,958.1万 | 38.8万股 | -3.2万股-8.17% | 减仓 |
 亚马逊AMZN |
| 2.2% | 2.53% | $2,957.9万 | 8,871股 | $2,947.7万 | 8,973股 | -102股-1.14% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 2.04% | 2.31% | $2,753.0万 | 9.4万股 | $2,690.3万 | 9.2万股 | +2,308股+2.52% | 加仓 |
 ICON PUB LTD COICLR |
| 2.01% | 1.86% | $2,701.0万 | 8.7万股 | $2,166.5万 | 8.3万股 | +4,528股+5.48% | 加仓 |
 台积电TSM |
| 1.97% | 2.13% | $2,659.6万 | 22.1万股 | $2,488.1万 | 22.3万股 | -1,792股-0.80% | 减仓 |
| T赛默飞世尔TMO |
| 1.81% | 2.04% | $2,433.7万 | 3.6万股 | $2,380.0万 | 4.2万股 | -5,183股-12.44% | 减仓 |
| SSONY SPONSORED ADRSONY |
| 1.8% | — | $2,427.1万 | 19.2万股 | $0 | 0股 | +19.2万股 | 新买入 |
 耐克NKE |
| 1.75% | 1.92% | $2,363.4万 | 14.2万股 | $2,243.7万 | 15.4万股 | -1.3万股-8.22% | 减仓 |
 泛林集团LRCX |
| 1.73% | 1.63% | $2,330.1万 | 3.2万股 | $1,899.8万 | 3.3万股 | -980股-2.94% | 减仓 |
 埃森哲ACN |
| 1.73% | 1.7% | $2,324.2万 | 5.6万股 | $1,978.8万 | 6.2万股 | -5,787股-9.36% | 减仓 |
 万事达MA |
| 1.69% | 1.79% | $2,274.2万 | 6.3万股 | $2,089.0万 | 6.0万股 | +3,208股+5.34% | 加仓 |
 摩根大通JPM |
| 1.67% | 2.06% | $2,249.9万 | 14.2万股 | $2,405.7万 | 14.7万股 | -4,881股-3.32% | 减仓 |
| N新纪元能源NEE |
| 1.58% | 1.67% | $2,128.1万 | 22.8万股 | $1,946.7万 | 24.8万股 | -2.0万股-8.06% | 减仓 |
 SKYWORKS SOLUTIONSSWKS |
| 1.58% | 1.73% | $2,127.9万 | 13.7万股 | $2,015.8万 | 12.2万股 | +1.5万股+12.12% | 加仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 1.52% | <0.01% | $2,049.0万 | 26.7万股 | $2.2万 | 329股 | +26.7万股+81,118.24% | 加仓 |
 保德信金融PRU |
| 1.51% | 1.63% | $2,035.1万 | 18.8万股 | $1,904.1万 | 18.1万股 | +7,019股+3.88% | 加仓 |
 强生JNJ |
| 1.51% | 1.81% | $2,028.0万 | 11.9万股 | $2,111.8万 | 13.1万股 | -1.2万股-9.34% | 减仓 |
 Meta平台META |
| 1.48% | 1.72% | $1,990.7万 | 5.9万股 | $2,003.1万 | 5.9万股 | +166股+0.28% | 加仓 |
| BBANK OF AMERBAC |
| 1.42% | 1.56% | $1,915.5万 | 43.1万股 | $1,823.1万 | 42.9万股 | +1,078股+0.25% | 加仓 |
| FFIRST REP BK SAN FRAFRC |
| 1.42% | 1.5% | $1,911.5万 | 9.3万股 | $1,749.9万 | 9.1万股 | +1,839股+2.03% | 加仓 |
 CARRIER GLOBALCARR |
| 1.41% | — | $1,903.9万 | 35.1万股 | $0 | 0股 | +35.1万股 | 新买入 |
 诺华NVS |
| 1.4% | 1.45% | $1,884.1万 | 21.5万股 | $1,696.0万 | 20.7万股 | +8,018股+3.87% | 加仓 |
 阿卡迈AKAM |
| 1.39% | 1.57% | $1,868.8万 | 16.0万股 | $1,832.9万 | 17.5万股 | -1.6万股-8.89% | 减仓 |
 TARGET COMTGT |
| 1.37% | 1.64% | $1,843.2万 | 8.0万股 | $1,908.0万 | 8.3万股 | -3,760股-4.51% | 减仓 |
 安费诺APH |
| 1.37% | 1.44% | $1,838.9万 | 21.0万股 | $1,680.6万 | 22.9万股 | -1.9万股-8.38% | 减仓 |
| HHASBROHAS |
| 1.34% | 1.18% | $1,808.4万 | 17.8万股 | $1,371.9万 | 15.4万股 | +2.4万股+15.55% | 加仓 |
 福特F |
| 1.33% | 1.37% | $1,791.8万 | 86.3万股 | $1,598.3万 | 112.9万股 | -26.6万股-23.57% | 减仓 |
 安桥ENB |
| 1.27% | 0.01% | $1,712.2万 | 43.8万股 | $6.2万 | 1,552股 | +43.7万股+28,129.64% | 加仓 |
 百事可乐PEP |
| 1.27% | 1.29% | $1,707.6万 | 9.8万股 | $1,504.8万 | 10.0万股 | -1,744股-1.74% | 减仓 |
 雅培ABT |
| 1.26% | 1.38% | $1,696.0万 | 12.1万股 | $1,605.6万 | 13.6万股 | -1.5万股-11.34% | 减仓 |
 OSHKOSHOSK |
| 1.24% | — | $1,676.1万 | 14.9万股 | $0 | 0股 | +14.9万股 | 新买入 |
| CCATALENT INCORPORATEDCTLT |
| 1.24% | — | $1,669.4万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
 PAYPAL COMPYPL |
| 1.23% | 1.67% | $1,650.7万 | 8.8万股 | $1,945.0万 | 7.5万股 | +1.3万股+17.11% | 加仓 |
 TJXTJX |
| 1.22% | 1.23% | $1,649.1万 | 21.7万股 | $1,440.6万 | 21.8万股 | -1,129股-0.52% | 减仓 |
| VVODAFONE NEWVOD |
| 1.18% | 1.2% | $1,583.9万 | 106.1万股 | $1,398.0万 | 90.5万股 | +15.6万股+17.24% | 加仓 |
| FFLEETCOR TECHNOLOGIES INCORPORATEDFLT1EUR |
| 1.17% | 0.79% | $1,576.1万 | 7.0万股 | $923.8万 | 3.5万股 | +3.5万股+99.15% | 加仓 |
 CHUBB LIMITEDCB |
| 1.15% | 1.21% | $1,553.0万 | 8.0万股 | $1,416.6万 | 8.2万股 | -1,316股-1.61% | 减仓 |
 默沙东MRK |
| 1.1% | 1.24% | $1,486.3万 | 19.4万股 | $1,445.9万 | 19.3万股 | +1,428股+0.74% | 加仓 |
 威瑞森VZ |
| 1.08% | 1.36% | $1,460.1万 | 28.1万股 | $1,581.2万 | 29.3万股 | -1.2万股-4.02% | 减仓 |
 CROWN CASTLE COMCCI |
| 1.08% | 1.13% | $1,454.8万 | 7.0万股 | $1,322.7万 | 7.6万股 | -6,624股-8.68% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 1.08% | 1.06% | $1,452.8万 | 21.9万股 | $1,237.5万 | 21.3万股 | +6,400股+3.01% | 加仓 |
 纽柯钢铁NUE |
| 1.02% | 1.27% | $1,380.4万 | 12.1万股 | $1,482.8万 | 15.1万股 | -3.0万股-19.68% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 1% | 0.19% | $1,346.4万 | 8.4万股 | $226.5万 | 1.7万股 | +6.7万股+383.60% | 加仓 |
 洛克希德马丁LMT |
| 0.99% | 1.03% | $1,331.3万 | 3.7万股 | $1,205.0万 | 3.5万股 | +2,540股+7.27% | 加仓 |
 空气化工APD |
| 0.98% | 1% | $1,320.4万 | 4.3万股 | $1,166.8万 | 4.6万股 | -2,159股-4.74% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.97% | 0.9% | $1,306.3万 | 3.0万股 | $1,045.0万 | 2.4万股 | +5,575股+22.92% | 加仓 |
| IiShares安硕信托LQD |
| 0.94% | 0.8% | $1,268.9万 | 9.6万股 | $929.3万 | 7.0万股 | +2.6万股+37.07% | 加仓 |
