公开研究报告

Coca-Cola Company

KONYSE

持有

Hold current position with tighter $85.00 stop-loss and wait for $92.00+ breakout with momentum confirmation before reassessing exposure.

Wells Fargo & Company

WFCNYSE

持有

Hold current position in Wells Fargo & Company (WFC) pending confirmation at key technical levels.

Salesforce, Inc.

CRMNYSE

持有

Hold current position with disciplined risk management: tighten stop to $268 and take partial profits at $260–$265.

System1, Inc. Class A

SSTNYSE

减持

Reduce existing exposure to minimal or zero position by end of Q3 2026; do not add under any circumstance.

Caterpillar Inc.

CATNYSE

持有

Hold current position; wait for technical breakout above $890.14 and fundamental confirmation of Power & Energy execution before increasing exposure.

GE Vernova Inc.

GEVNYSE

持有

Hold current position in GEV pending decisive technical or fundamental confirmation.

Becton, Dickinson and Company

BDXNYSE

持有

Hold current position with tightened stop at $174.0 and conditional hedge; await resolution of FDA remediation, Phasix data, and Q4 earnings.

American States Water Company

AWRNYSE

持有

Hold current position with a tightened stop-loss at $87.00, awaiting confirmation from Q3 earnings, FCF improvement, and 10Y yield movement.

Merck & Co., Inc.

MRKNYSE

持有

Hold current MRK position pending de-risking catalysts such as FDA filing confirmation, REGAL AML data, or commercial launch clarity.

Bank of America Corp

BACNYSE

持有

Hold current position in Bank of America Corp (BAC), awaiting resolution of India credit quality and AI project viability before adjusting exposure.

AbbVie, Inc.

ABBVNYSE

持有

Hold current position in ABBV pending resolution of the A-327 FDA decision and confirmation of sustained free cash flow generation.

Johnson & Johnson

JNJNYSE

持有

Hold current position, using $266.00 as a dynamic stop-loss and awaiting Q3 earnings and Monarch adoption data for confirmation.

Mastercard Incorporated Class A

MANYSE

持有

Hold current position in MA; maintain neutral sizing while monitoring $559 support and $599 resistance for directional confirmation.

Exxonmobil Holdings Corporation

XOMNYSE

持有

Maintain current XOM position; no addition or reduction warranted at this time.

Visa Inc. Class A

VNYSE

增持

Overweight Visa (V) gradually across three tranches, using pullbacks as tactical opportunities while respecting near-term resistance and regulatory risk.

JPMorgan Chase & Co.

JPMNYSE

增持

Gradually increase long exposure to JPM with disciplined entry and dynamic risk controls.

Eli Lilly and Company

LLYNYSE

增持

Overweight LLY with disciplined, phased accumulation: initiate 25% at $1,280, add 25% at $1,300, and 25% at $1,350 — stop-loss at $1,150.

Berkshire Hathaway Inc. Class A

BRK.ANYSE

持有

Hold current position in BRK.A, using $745,000 and $795,000 as key price-based review triggers.