 英伟达NVDA |
| 7.82% | 6.99% | $572.4万 | 3.1万股 | $484.7万 | 3.1万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 7.35% | 7.74% | $538.2万 | 1.0万股 | $536.6万 | 1.1万股 | -396股-3.67% | 减仓 |
 苹果AAPL |
| 5.79% | 5.01% | $424.0万 | 1.7万股 | $347.4万 | 1.7万股 | -279股-1.65% | 减仓 |
 亚马逊AMZN |
| 4.39% | 4.64% | $321.8万 | 1.5万股 | $321.5万 | 1.5万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 3.51% | 3.72% | $256.8万 | 3,497股 | $258.1万 | 3,497股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 3.27% | 2.51% | $239.6万 | 9,855股 | $173.7万 | 9,855股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 2.1% | 2.14% | $153.7万 | 3,058股 | $148.5万 | 3,058股 | 00.00% | 持仓不变 |
 VisaV |
| 1.95% | 2.14% | $142.9万 | 4,185股 | $148.6万 | 4,185股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.81% | 1.88% | $132.2万 | 2,324股 | $130.6万 | 2,324股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 1.74% | 1.9% | $127.7万 | 1,685股 | $131.4万 | 1,881股 | -196股-10.42% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.63% | 1.94% | $119.6万 | 7,376股 | $134.3万 | 7,376股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLRE |
| 1.53% | 1.59% | $111.9万 | 2.7万股 | $110.0万 | 2.7万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.5% | 1.44% | $109.9万 | 1,440股 | $99.7万 | 1,279股 | +161股+12.59% | 加仓 |
 联合太平洋铁路UNP |
| 1.48% | 1.52% | $108.4万 | 4,587股 | $105.5万 | 4,587股 | 00.00% | 持仓不变 |
 BJS WHSL CLUBBJ |
| 1.37% | 1.41% | $100.4万 | 1.1万股 | $98.0万 | 9,086股 | +1,680股+18.49% | 加仓 |
 台积电TSM |
| 1.33% | 1.23% | $97.5万 | 3,492股 | $85.3万 | 3,767股 | -275股-7.30% | 减仓 |
 通用动力GD |
| 1.28% | 1.16% | $94.0万 | 2,758股 | $80.4万 | 2,758股 | 00.00% | 持仓不变 |
 安费诺APH |
| 1.26% | 1.06% | $92.4万 | 7,463股 | $73.7万 | 7,463股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.19% | 1.21% | $87.4万 | 7,752股 | $83.6万 | 7,752股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 1.14% | 1.36% | $83.5万 | 4,543股 | $94.3万 | 4,543股 | 00.00% | 持仓不变 |
 PROSPERITY BANCSHARESPB |
| 1.14% | 1.27% | $83.5万 | 1.3万股 | $88.3万 | 1.3万股 | 00.00% | 持仓不变 |
 皇冠控股CCK |
| 1.14% | 1.28% | $83.3万 | 8,621股 | $88.8万 | 8,621股 | 00.00% | 持仓不变 |
 宝洁PG |
| 1.13% | 1.24% | $82.9万 | 5,394股 | $85.9万 | 5,394股 | 00.00% | 持仓不变 |
 财捷INTU |
| 1.13% | 1.38% | $82.8万 | 1,213股 | $95.5万 | 1,213股 | 00.00% | 持仓不变 |
 SterisSTE |
| 1.12% | 1.15% | $81.9万 | 3,311股 | $79.5万 | 3,311股 | 00.00% | 持仓不变 |
| EENTEGRISENTG |
| 1.07% | 0.98% | $78.2万 | 8,457股 | $68.2万 | 8,457股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 1.05% | 0.95% | $76.9万 | 5,741股 | $65.9万 | 6,772股 | -1,031股-15.22% | 减仓 |
 贝莱德·INC COMBLK |
| 1.04% | 1.19% | $75.9万 | 651股 | $82.7万 | 788股 | -137股-17.39% | 减仓 |
 赛富时CRM |
| 1.03% | 1.25% | $75.5万 | 3,184股 | $86.8万 | 3,184股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 1.01% | 0.96% | $74.0万 | 2,143股 | $66.9万 | 2,143股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.98% | 0.95% | $72.1万 | 668股 | $65.9万 | 736股 | -68股-9.24% | 减仓 |
 麦当劳MCD |
| 0.97% | 0.63% | $70.7万 | 2,326股 | $43.7万 | 1,495股 | +831股+55.59% | 加仓 |
 强生JNJ |
| 0.92% | 0.8% | $67.5万 | 3,638股 | $55.6万 | 3,638股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.91% | 0.84% | $66.9万 | 4,001股 | $58.4万 | 4,001股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.87% | 0.67% | $63.6万 | 2,613股 | $46.4万 | 2,613股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.86% | 0.76% | $62.7万 | 1,292股 | $52.4万 | 1,292股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.85% | 0.83% | $62.4万 | 8,266股 | $57.4万 | 8,266股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.84% | 0.81% | $61.3万 | 3,945股 | $56.5万 | 3,945股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.82% | 0.69% | $59.8万 | 2,583股 | $47.9万 | 2,583股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.78% | 0.76% | $57.5万 | 1,822股 | $52.8万 | 1,822股 | 00.00% | 持仓不变 |
 LAZARDLAZ |
| 0.77% | 0.76% | $56.4万 | 1.1万股 | $52.4万 | 1.1万股 | -227股-2.08% | 减仓 |
 埃森哲ACN |
| 0.73% | 0.93% | $53.1万 | 2,153股 | $64.4万 | 2,153股 | 00.00% | 持仓不变 |
 OTIS WORLDWIDEOTIS |
| 0.72% | 0.82% | $52.6万 | 5,752股 | $57.0万 | 5,752股 | 00.00% | 持仓不变 |
| AACUSHNETGOLF |
| 0.67% | 0.66% | $49.3万 | 6,281股 | $45.7万 | 6,281股 | 00.00% | 持仓不变 |
 空气化工APD |
| 0.65% | 0.71% | $47.5万 | 1,741股 | $49.1万 | 1,741股 | 00.00% | 持仓不变 |
| TTyler科技TYL |
| 0.64% | 0.67% | $46.8万 | 895股 | $46.2万 | 780股 | +115股+14.74% | 加仓 |
 家得宝HD |
| 0.63% | 0.6% | $45.9万 | 1,132股 | $41.5万 | 1,132股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.62% | 0.68% | $45.7万 | 2,876股 | $47.1万 | 3,345股 | -469股-14.02% | 减仓 |
 CLEAN HARBORSCLH |
| 0.61% | 0.64% | $44.6万 | 1,921股 | $44.4万 | 1,921股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.6% | 0.68% | $43.8万 | 1,320股 | $47.1万 | 1,476股 | -156股-10.57% | 减仓 |
