 苹果AAPL |
| 10.49% | 10.5% | $1.69亿 | 122.1万股 | $1.71亿 | 125.0万股 | -3.0万股-2.37% | 减仓 |
 亚马逊AMZN |
| 5.63% | 5.42% | $9,053.0万 | 80.1万股 | $8,818.1万 | 83.0万股 | -2.9万股-3.51% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.18% | 5.95% | $8,332.1万 | 86.7万股 | $9,677.3万 | 4.4万股 | +82.2万股+1,858.81% | 加仓 |
 微软MSFT |
| 5.18% | 5.73% | $8,326.3万 | 35.8万股 | $9,320.9万 | 36.3万股 | -5,415股-1.49% | 减仓 |
 好市多COST |
| 5.06% | 5.29% | $8,139.1万 | 17.2万股 | $8,609.2万 | 18.0万股 | -7,288股-4.06% | 减仓 |
 雪佛龙CVX |
| 3.6% | 3.57% | $5,795.2万 | 40.3万股 | $5,808.1万 | 40.1万股 | +2,202股+0.55% | 加仓 |
 切尼尔能源LNG |
| 3.44% | 2.69% | $5,531.5万 | 33.3万股 | $4,380.4万 | 32.9万股 | +4,127股+1.25% | 加仓 |
 迪尔DE |
| 3.18% | 2.87% | $5,117.1万 | 15.3万股 | $4,668.1万 | 15.6万股 | -2,622股-1.68% | 减仓 |
| T赛默飞世尔TMO |
| 2.73% | 2.98% | $4,382.9万 | 8.6万股 | $4,853.1万 | 8.9万股 | -2,913股-3.26% | 减仓 |
 史赛克SYK |
| 2.56% | 2.55% | $4,123.8万 | 20.4万股 | $4,153.6万 | 20.9万股 | -5,193股-2.49% | 减仓 |
 CHUBB LIMITEDCB |
| 2.24% | 2.41% | $3,594.8万 | 19.8万股 | $3,930.2万 | 20.0万股 | -2,285股-1.14% | 减仓 |
 ADPADP |
| 2.21% | 2.05% | $3,551.3万 | 15.7万股 | $3,335.8万 | 15.9万股 | -1,812股-1.14% | 减仓 |
 卡特彼勒CAT |
| 2.2% | 2.43% | $3,537.4万 | 21.6万股 | $3,953.6万 | 22.1万股 | -5,579股-2.52% | 减仓 |
 礼来LLY |
| 2.19% | 1.27% | $3,525.2万 | 10.9万股 | $2,074.6万 | 6.4万股 | +4.5万股+70.39% | 加仓 |
 宝洁PG |
| 2.09% | 2.43% | $3,368.2万 | 26.7万股 | $3,960.2万 | 27.5万股 | -8,631股-3.13% | 减仓 |
 雅培ABT |
| 1.98% | 2.31% | $3,188.4万 | 33.0万股 | $3,757.8万 | 34.6万股 | -1.6万股-4.73% | 减仓 |
 JacobsJ |
| 1.92% | — | $3,092.3万 | 28.5万股 | $0 | 0股 | +28.5万股 | 新买入 |
 霍尼韦尔HON |
| 1.89% | 2.01% | $3,039.1万 | 18.2万股 | $3,265.3万 | 18.8万股 | -5,854股-3.12% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.84% | 1.97% | $2,966.1万 | 21.3万股 | $3,207.4万 | 22.0万股 | -6,679股-3.04% | 减仓 |
 CVS健康CVS |
| 1.42% | 0.73% | $2,281.1万 | 23.9万股 | $1,194.9万 | 12.9万股 | +11.0万股+85.48% | 加仓 |
 DIAGEO SPON ADR NEWDEO |
| 1.37% | 0.87% | $2,207.9万 | 13.0万股 | $1,409.1万 | 8.1万股 | +4.9万股+60.66% | 加仓 |
 英伟达NVDA |
| 1.34% | 1.65% | $2,155.3万 | 17.8万股 | $2,685.2万 | 17.7万股 | +421股+0.24% | 加仓 |
| IiShares安硕信托IVV |
| 1.3% | 1.24% | $2,083.8万 | 5.8万股 | $2,022.0万 | 5.3万股 | +4,772股+8.95% | 加仓 |
| B博思艾伦BAH |
| 1.26% | 0.48% | $2,022.2万 | 21.9万股 | $781.2万 | 8.6万股 | +13.3万股+153.29% | 加仓 |
 QUANTA SVCSPWR |
| 1.2% | 0.05% | $1,929.6万 | 15.1万股 | $77.8万 | 6,205股 | +14.5万股+2,341.11% | 加仓 |
 伊顿ETN |
| 1.2% | 1.11% | $1,925.7万 | 14.4万股 | $1,811.6万 | 14.4万股 | +611股+0.42% | 加仓 |
 Truist金融TFC |
| 1.13% | 0.63% | $1,812.2万 | 41.6万股 | $1,028.2万 | 21.7万股 | +19.9万股+91.99% | 加仓 |
 爱德华生命科学EW |
| 1.05% | 1.19% | $1,690.0万 | 20.5万股 | $1,936.5万 | 20.4万股 | +880股+0.43% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.04% | 0.91% | $1,669.7万 | 4.2万股 | $1,475.8万 | 3.8万股 | +3,333股+8.71% | 加仓 |
 埃克森美孚XOM |
| 1% | 0.22% | $1,608.4万 | 18.4万股 | $353.9万 | 4.1万股 | +14.3万股+345.83% | 加仓 |
| PPROLOGIS COMPLD |
| 0.96% | 0.45% | $1,542.7万 | 15.2万股 | $735.9万 | 6.3万股 | +8.9万股+142.74% | 加仓 |
 特斯拉TSLA |
| 0.96% | 0.77% | $1,538.6万 | 5.8万股 | $1,248.4万 | 1.9万股 | +3.9万股+212.90% | 加仓 |
 Live NationLYV |
| 0.94% | 0.05% | $1,517.8万 | 20.0万股 | $83.8万 | 1.0万股 | +18.9万股+1,866.55% | 加仓 |
 麦当劳MCD |
| 0.73% | 0.69% | $1,168.5万 | 5.1万股 | $1,120.9万 | 4.5万股 | +5,239股+11.54% | 加仓 |
 美国运通AXP |
| 0.72% | 0.1% | $1,161.4万 | 8.6万股 | $169.1万 | 1.2万股 | +7.4万股+605.88% | 加仓 |
 TARGET COMTGT |
| 0.7% | 0.02% | $1,126.0万 | 7.6万股 | $26.8万 | 1,900股 | +7.4万股+3,893.79% | 加仓 |
 美盛MOS |
| 0.62% | 0.38% | $990.7万 | 20.5万股 | $621.0万 | 13.1万股 | +7.4万股+55.91% | 加仓 |
 林德LIN |
| 0.61% | 0.48% | $988.6万 | 3.7万股 | $776.1万 | 2.7万股 | +9,677股+35.85% | 加仓 |
 D R HORTONDHI |
| 0.61% | 0.51% | $979.8万 | 14.5万股 | $836.2万 | 12.6万股 | +1.9万股+15.15% | 加仓 |
 自由港麦克莫兰FCX |
| 0.4% | 0.34% | $641.3万 | 23.5万股 | $558.1万 | 19.1万股 | +4.4万股+23.02% | 加仓 |
| IiShares安硕信托ITOT |
| 0.4% | 0.41% | $638.2万 | 8.0万股 | $673.7万 | 8.0万股 | -173股-0.22% | 减仓 |
| IiShares安硕·COREIJR |
| 0.39% | 0.25% | $624.7万 | 7.2万股 | $414.3万 | 4.5万股 | +2.7万股+59.84% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.35% | 0.41% | $570.4万 | 19.4万股 | $665.1万 | 16.9万股 | +2.5万股+14.75% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.33% | 0.27% | $536.4万 | 6.6万股 | $441.8万 | 5.3万股 | +1.3万股+23.78% | 加仓 |
| G通用动力VTI |
| 0.31% | 0.32% | $493.6万 | 2.8万股 | $515.4万 | 2.7万股 | +180股+0.66% | 加仓 |
| IiShares安硕IEMG |
| 0.28% | 0.33% | $450.3万 | 10.5万股 | $542.7万 | 11.1万股 | -5,864股-5.30% | 减仓 |
| IiShares安硕信托IEFA |
| 0.26% | 0.22% | $419.3万 | 8.0万股 | $356.2万 | 6.1万股 | +1.9万股+31.55% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.26% | 0.27% | $412.8万 | 8.6万股 | $433.3万 | 8.7万股 | -1,055股-1.22% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.25% | 0.26% | $407.4万 | 2.1万股 | $429.0万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SHV |
| 0.25% | 0.12% | $394.4万 | 3.6万股 | $198.4万 | 1.8万股 | +1.8万股+99.01% | 加仓 |
