 苹果AAPL |
| 7.89% | 7.5% | $3,479.6万 | 12.0万股 | $3,091.7万 | 12.2万股 | -1,567股-1.29% | 减仓 |
 微软MSFT |
| 5.9% | 6.28% | $2,601.3万 | 7.0万股 | $2,586.3万 | 7.0万股 | -133股-0.19% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 5.86% | 5.99% | $2,586.7万 | 5.2万股 | $2,467.6万 | 5.1万股 | +199股+0.39% | 加仓 |
| VVALMONT INDSVMI |
| 5.49% | 4.2% | $2,421.6万 | 4.2万股 | $1,729.7万 | 4.3万股 | -1,362股-3.15% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.34% | 5.22% | $2,356.8万 | 6.7万股 | $2,151.4万 | 7.5万股 | -8,295股-11.06% | 减仓 |
| SSPDR标普500 ETFSPY |
| 5.34% | 5.11% | $2,355.5万 | 3.2万股 | $2,105.9万 | 3.2万股 | -838股-2.59% | 减仓 |
 思科CSCO |
| 3.57% | 2.53% | $1,572.5万 | 13.4万股 | $1,043.9万 | 13.5万股 | -669股-0.50% | 减仓 |
 摩根大通JPM |
| 3.43% | 3.31% | $1,514.9万 | 4.6万股 | $1,364.0万 | 4.6万股 | -90股-0.19% | 减仓 |
 英伟达NVDA |
| 3.3% | 3.06% | $1,455.1万 | 7.3万股 | $1,261.9万 | 7.2万股 | +368股+0.51% | 加仓 |
 亚马逊AMZN |
| 3.23% | 3.04% | $1,425.7万 | 6.0万股 | $1,251.7万 | 6.0万股 | -283股-0.47% | 减仓 |
 礼来LLY |
| 2.61% | 2.17% | $1,153.0万 | 9,613股 | $893.5万 | 9,714股 | -101股-1.04% | 减仓 |
 甲骨文ORCL |
| 2.49% | 2.72% | $1,097.8万 | 7.5万股 | $1,120.4万 | 7.6万股 | -1,249股-1.64% | 减仓 |
 强生JNJ |
| 2.35% | 2.41% | $1,035.5万 | 4.1万股 | $992.3万 | 4.1万股 | +176股+0.43% | 加仓 |
 VisaV |
| 2.26% | 2.14% | $998.6万 | 2.9万股 | $883.7万 | 2.9万股 | -135股-0.46% | 减仓 |
 联合健康UNH |
| 2.25% | 1.65% | $991.4万 | 2.4万股 | $680.6万 | 2.5万股 | -1,299股-5.16% | 减仓 |
 贝莱德·INC COMBLK |
| 2.13% | 2.27% | $940.9万 | 9,785股 | $935.5万 | 9,727股 | +58股+0.60% | 加仓 |
 雷神技术RTX |
| 1.8% | 1.73% | $792.5万 | 4.2万股 | $714.4万 | 3.7万股 | +4,737股+12.79% | 加仓 |
 ILLINOIS TOOLITW |
| 1.79% | 1.84% | $789.5万 | 2.9万股 | $759.9万 | 2.9万股 | -2股-0.01% | 减仓 |
 埃克森美孚XOM |
| 1.7% | 2.28% | $748.3万 | 5.5万股 | $941.1万 | 5.5万股 | -741股-1.34% | 减仓 |
| N新纪元能源NEE |
| 1.7% | 1.93% | $748.1万 | 8.5万股 | $793.5万 | 8.5万股 | -195股-0.23% | 减仓 |
 雪佛龙CVX |
| 1.66% | 2.26% | $732.7万 | 4.4万股 | $930.3万 | 4.5万股 | -763股-1.70% | 减仓 |
 百事可乐PEP |
| 1.6% | 1.97% | $706.1万 | 5.2万股 | $811.0万 | 5.2万股 | -73股-0.14% | 减仓 |
 宝洁PG |
| 1.5% | 1.58% | $662.7万 | 4.5万股 | $652.2万 | 4.5万股 | +39股+0.09% | 加仓 |
 TJXTJX |
| 1.45% | 1.58% | $641.6万 | 4.2万股 | $650.6万 | 4.1万股 | +1,610股+3.95% | 加仓 |
 LOWES COS COMLOW |
| 1.45% | 1.63% | $639.3万 | 2.9万股 | $671.0万 | 2.8万股 | +593股+2.09% | 加仓 |
 谷歌AGOOGL |
| 1.39% | 1.25% | $611.8万 | 1.7万股 | $516.9万 | 1.8万股 | -855股-4.76% | 减仓 |
 DANAHER DEL COMDHR |
| 1.27% | 1.37% | $560.1万 | 2.9万股 | $563.5万 | 3.0万股 | -317股-1.07% | 减仓 |
 雅培ABT |
| 1.25% | 1.5% | $551.3万 | 6.1万股 | $618.1万 | 6.0万股 | +553股+0.92% | 加仓 |
 埃森哲ACN |
| 1.24% | 2.08% | $548.4万 | 4.4万股 | $856.5万 | 4.3万股 | +875股+2.03% | 加仓 |
 安费诺APH |
| 1.22% | 0.84% | $540.2万 | 3.1万股 | $344.3万 | 2.7万股 | +3,390股+12.44% | 加仓 |
 迪士尼DIS |
| 1.14% | 1.23% | $502.2万 | 5.2万股 | $505.4万 | 5.2万股 | -259股-0.49% | 减仓 |
 伊顿ETN |
| 1.13% | 0.91% | $498.2万 | 1.2万股 | $375.7万 | 1.1万股 | +1,186股+11.29% | 加仓 |
 麦当劳MCD |
| 1.06% | 1.3% | $466.9万 | 1.7万股 | $537.5万 | 1.7万股 | -25股-0.14% | 减仓 |
 赛富时CRM |
| 0.89% | 1.12% | $390.9万 | 2.5万股 | $460.0万 | 2.5万股 | +305股+1.24% | 加仓 |
 霍尼韦尔HON |
| 0.73% | 1.58% | $324.1万 | 1.4万股 | $652.4万 | 2.9万股 | -1.4万股-49.85% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.73% | — | $320.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| AAT&TT |
| 0.71% | 1.03% | $315.1万 | 15.2万股 | $423.0万 | 14.6万股 | +6,338股+4.34% | 加仓 |
 耐克NKE |
| 0.69% | 0.95% | $303.7万 | 7.4万股 | $391.2万 | 7.4万股 | -75股-0.10% | 减仓 |
 ADOBE COMADBE |
| 0.58% | 0.74% | $257.4万 | 1.3万股 | $305.9万 | 1.3万股 | -31股-0.25% | 减仓 |
 沃尔玛WMT |
| 0.48% | 0.58% | $212.4万 | 1.9万股 | $237.4万 | 1.9万股 | -350股-1.83% | 减仓 |
| IiShares安硕信托ITOT |
| 0.44% | 0.41% | $193.0万 | 1.2万股 | $167.4万 | 1.2万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.43% | 0.44% | $188.5万 | 5,205股 | $183.1万 | 5,205股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.38% | 0.51% | $168.6万 | 2.4万股 | $208.9万 | 2.2万股 | +1,890股+8.70% | 加仓 |
 好市多COST |
| 0.36% | 0.41% | $157.9万 | 1,688股 | $168.2万 | 1,688股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 0.35% | 0.33% | $152.3万 | 2.5万股 | $134.6万 | 2.6万股 | -677股-2.62% | 减仓 |
| IiShares安硕·COREIJH |
| 0.33% | 0.31% | $144.2万 | 1.9万股 | $126.3万 | 1.9万股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 0.25% | 0.23% | $111.1万 | 2.3万股 | $96.2万 | 2.3万股 | -43股-0.18% | 减仓 |
 星巴克SBUX |
| 0.24% | 0.25% | $106.6万 | 1.0万股 | $102.4万 | 1.1万股 | -1,000股-8.75% | 减仓 |
 可口可乐KO |
| 0.23% | 0.23% | $102.7万 | 1.3万股 | $96.1万 | 1.3万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.23% | 0.29% | $100.8万 | 1,979股 | $119.6万 | 1,979股 | 00.00% | 持仓不变 |
