 默沙东MRK |
| 8.26% | 8.41% | $1,316.0万 | 10.2万股 | $1,248.4万 | 10.3万股 | -1,319股-1.28% | 减仓 |
 强生JNJ |
| 7.45% | 7.27% | $1,187.4万 | 4.7万股 | $1,078.2万 | 4.4万股 | +2,647股+6.00% | 加仓 |
 NEW YORK TIMES MTN BENYT |
| 6.04% | 7.81% | $962.4万 | 13.8万股 | $1,158.5万 | 13.8万股 | -841股-0.61% | 减仓 |
 联合包裹UPSUPS |
| 5.77% | 5.51% | $920.1万 | 8.6万股 | $817.3万 | 8.3万股 | +2,517股+3.03% | 加仓 |
 3M COMMMM |
| 5.51% | 5.39% | $878.6万 | 5.4万股 | $799.3万 | 5.5万股 | -772股-1.40% | 减仓 |
 斯味可SJM |
| 5.07% | 4.41% | $808.3万 | 7.2万股 | $655.1万 | 6.8万股 | +3,918股+5.77% | 加仓 |
 ADPADP |
| 4.99% | 4.49% | $796.0万 | 3.5万股 | $666.0万 | 3.3万股 | +2,706股+8.30% | 加仓 |
| FFASTENAL COMFAST |
| 4.99% | 5.2% | $795.6万 | 16.6万股 | $770.9万 | 16.6万股 | -511股-0.31% | 减仓 |
 SYSCO COMSYY |
| 4.86% | 4.45% | $775.2万 | 9.3万股 | $659.6万 | 9.2万股 | +266股+0.29% | 加仓 |
 金佰利KMB |
| 4.81% | 3.93% | $766.9万 | 6.9万股 | $583.5万 | 6.0万股 | +9,353股+15.66% | 加仓 |
 NORDSONNDSN |
| 4.03% | 3.83% | $641.6万 | 2.1万股 | $569.0万 | 2.1万股 | -110股-0.52% | 减仓 |
 百事可乐PEP |
| 3.57% | 4.48% | $568.6万 | 4.2万股 | $664.7万 | 4.3万股 | -806股-1.88% | 减仓 |
 COMMERCE BANCSHARESCBSH |
| 3.02% | 2.78% | $481.4万 | 8.3万股 | $412.9万 | 8.4万股 | -578股-0.69% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.82% | 2.6% | $450.0万 | 3.6万股 | $386.0万 | 9,052股 | +2.7万股+300.33% | 加仓 |
 RPM INTLRPM |
| 2.64% | 2.59% | $421.3万 | 3.8万股 | $383.7万 | 3.9万股 | -700股-1.81% | 减仓 |
 ADOBE COMADBE |
| 2.24% | 2.19% | $356.4万 | 1.7万股 | $325.3万 | 1.3万股 | +4,000股+29.89% | 加仓 |
 雅培ABT |
| 1.96% | 1.05% | $312.4万 | 3.4万股 | $155.8万 | 1.5万股 | +1.9万股+126.87% | 加仓 |
 苹果AAPL |
| 1.73% | 1.62% | $275.6万 | 9,523股 | $240.4万 | 9,473股 | +50股+0.53% | 加仓 |
 史赛克SYK |
| 1.7% | 1.93% | $270.9万 | 8,582股 | $286.1万 | 8,683股 | -101股-1.16% | 减仓 |
 Genuine Parts Co ComGPC |
| 1.4% | 1.31% | $223.1万 | 1.9万股 | $194.2万 | 1.8万股 | +562股+3.09% | 加仓 |
 埃克森美孚XOM |
| 1.24% | 1.67% | $198.4万 | 1.5万股 | $248.2万 | 1.5万股 | -115股-0.79% | 减仓 |
 英特尔INTC |
| 1.2% | 0.43% | $191.7万 | 1.4万股 | $63.5万 | 1.4万股 | -650股-4.52% | 减仓 |
 可口可乐KO |
| 1.1% | 1.11% | $175.4万 | 2.1万股 | $165.2万 | 2.2万股 | -131股-0.61% | 减仓 |
 艾默生电气EMR |
| 1.05% | 1.04% | $168.0万 | 1.2万股 | $154.7万 | 1.2万股 | -69股-0.58% | 减仓 |
 斯伦贝谢SLB |
| 1.02% | 2.37% | $163.3万 | 3.5万股 | $351.3万 | 6.8万股 | -3.3万股-48.53% | 减仓 |
 ILLINOIS TOOLITW |
| 1.01% | 1.07% | $161.3万 | 5,928股 | $158.4万 | 6,049股 | -121股-2.00% | 减仓 |
 空气化工APD |
| 0.96% | 2.62% | $153.0万 | 5,218股 | $388.6万 | 1.3万股 | -8,160股-61.00% | 减仓 |
 固安捷GWW |
| 0.85% | 0.73% | $134.7万 | 990股 | $108.0万 | 990股 | 00.00% | 持仓不变 |
 HERSHEY COMHSY |
| 0.84% | 1.08% | $133.1万 | 7,589股 | $159.6万 | 7,675股 | -86股-1.12% | 减仓 |
 摩根大通JPM |
| 0.81% | 0.77% | $129.1万 | 3,943股 | $114.4万 | 3,888股 | +55股+1.41% | 加仓 |
 宝洁PG |
| 0.74% | 0.78% | $117.5万 | 8,010股 | $116.4万 | 8,060股 | -50股-0.62% | 减仓 |
 微软MSFT |
| 0.73% | 0.76% | $115.6万 | 3,098股 | $113.1万 | 3,056股 | +42股+1.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.43% | 0.38% | $68.6万 | 1,942股 | $55.7万 | 1,942股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.41% | 0.33% | $64.7万 | 1,730股 | $49.2万 | 1,730股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.4% | 0.41% | $64.2万 | 2,300股 | $61.4万 | 2,300股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.4% | 0.53% | $64.0万 | 3,858股 | $78.2万 | 3,780股 | +78股+2.06% | 加仓 |
 美敦力MDT |
| 0.4% | 0.37% | $63.4万 | 8,027股 | $55.3万 | 6,327股 | +1,700股+26.87% | 加仓 |
 CAMDEN NATLCAC |
| 0.34% | 0.32% | $53.4万 | 9,850股 | $48.2万 | 1.0万股 | -300股-2.96% | 减仓 |
 星巴克SBUX |
| 0.33% | 0.31% | $53.3万 | 5,214股 | $46.1万 | 5,150股 | +64股+1.24% | 加仓 |
 谷歌AGOOGL |
| 0.25% | 0.22% | $40.5万 | 1,133股 | $32.2万 | 1,121股 | +12股+1.07% | 加仓 |
 希捷STX |
| 0.22% | — | $34.8万 | 361股 | $0 | 0股 | +361股 | 新买入 |
 IDEXX LABS COMIDXX |
| 0.21% | 0.24% | $33.9万 | 644股 | $36.2万 | 644股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.2% | 0.2% | $32.3万 | 646股 | $29.1万 | 607股 | +39股+6.43% | 加仓 |
 派克汉尼汾PH |
| 0.19% | 0.18% | $29.6万 | 303股 | $26.2万 | 293股 | +10股+3.41% | 加仓 |
 英伟达NVDA |
| 0.17% | 0.16% | $27.8万 | 1,390股 | $24.2万 | 1,390股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 0.17% | — | $27.2万 | 240股 | $0 | 0股 | +240股 | 新买入 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.15% | — | $24.3万 | 894股 | $0 | 0股 | +894股 | 新买入 |
 威瑞森VZ |
| 0.15% | 0.18% | $23.5万 | 5,559股 | $26.2万 | 5,225股 | +334股+6.39% | 加仓 |
 卡特彼勒CAT |
| 0.14% | 0.15% | $23.0万 | 216股 | $22.4万 | 316股 | -100股-31.65% | 减仓 |
 AMGEN COMAMGN |
| 0.14% | 0.15% | $23.0万 | 635股 | $22.3万 | 635股 | 00.00% | 持仓不变 |
