 礼来LLY |
| 6.01% | 5.29% | $647.7万 | 5,400股 | $518.3万 | 5,635股 | -235股-4.17% | 减仓 |
 VisaV |
| 5.32% | 5.18% | $572.5万 | 1.7万股 | $507.8万 | 1.7万股 | -114股-0.68% | 减仓 |
 微软MSFT |
| 5.06% | 5.57% | $545.4万 | 1.5万股 | $545.7万 | 1.5万股 | -121股-0.82% | 减仓 |
 德州仪器TXN |
| 4.37% | 3.19% | $470.6万 | 1.6万股 | $312.6万 | 1.6万股 | -317股-1.97% | 减仓 |
| B纽约梅隆银行BK |
| 4.24% | 3.93% | $457.0万 | 3.2万股 | $385.2万 | 3.2万股 | -863股-2.66% | 减仓 |
 台积电TSM |
| 3.83% | 2.97% | $412.6万 | 8,640股 | $290.9万 | 8,609股 | +31股+0.36% | 加仓 |
 强生JNJ |
| 3.79% | 4% | $408.3万 | 1.6万股 | $391.7万 | 1.6万股 | +51股+0.32% | 加仓 |
 联合太平洋铁路UNP |
| 3.41% | 3.34% | $367.1万 | 1.3万股 | $327.1万 | 1.3万股 | +15股+0.11% | 加仓 |
 空气化工APD |
| 3.34% | 3.66% | $359.5万 | 1.2万股 | $358.8万 | 1.2万股 | -92股-0.74% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 3.29% | 3.08% | $354.3万 | 1.4万股 | $301.3万 | 1.4万股 | -92股-0.64% | 减仓 |
 麦当劳MCD |
| 3.26% | 4.1% | $351.0万 | 1.3万股 | $401.8万 | 1.3万股 | +57股+0.44% | 加仓 |
 道富·CORP COMSTT |
| 3.2% | 2.6% | $344.2万 | 2.0万股 | $255.0万 | 2.0万股 | +144股+0.71% | 加仓 |
 宝洁PG |
| 3.11% | 3.34% | $334.9万 | 2.3万股 | $327.3万 | 2.3万股 | +176股+0.78% | 加仓 |
 南方电力SO |
| 2.98% | 3.32% | $321.3万 | 3.4万股 | $325.3万 | 3.4万股 | -283股-0.84% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.88% | 2.56% | $309.7万 | 8,766股 | $250.5万 | 8,731股 | +35股+0.40% | 加仓 |
 摩根大通JPM |
| 2.83% | 2.85% | $304.8万 | 9,312股 | $279.0万 | 9,486股 | -174股-1.83% | 减仓 |
 高露洁CL |
| 2.82% | 2.86% | $304.2万 | 3.3万股 | $280.4万 | 3.3万股 | +285股+0.87% | 加仓 |
 苹果AAPL |
| 2.65% | 2.52% | $285.7万 | 9,873股 | $246.9万 | 9,730股 | +143股+1.47% | 加仓 |
 标普全球SPGI |
| 2.41% | 2.79% | $259.3万 | 6,368股 | $273.8万 | 6,438股 | -70股-1.09% | 减仓 |
 UGI NEWUGI |
| 2.41% | 2.8% | $259.1万 | 7.5万股 | $274.1万 | 7.5万股 | -250股-0.33% | 减仓 |
 伊顿ETN |
| 2.1% | 2.01% | $226.3万 | 5,310股 | $197.3万 | 5,515股 | -205股-3.72% | 减仓 |
 默沙东MRK |
| 1.98% | 2% | $213.4万 | 1.7万股 | $196.3万 | 1.6万股 | +290股+1.78% | 加仓 |
 雅培ABT |
| 1.76% | 2.11% | $189.0万 | 2.1万股 | $207.1万 | 2.0万股 | +660股+3.27% | 加仓 |
 泛林集团LRCX |
| 1.64% | 0.93% | $176.7万 | 4,077股 | $90.8万 | 4,250股 | -173股-4.07% | 减仓 |
 埃克森美孚XOM |
| 1.59% | 2.16% | $170.9万 | 1.3万股 | $212.1万 | 1.3万股 | 00.00% | 持仓不变 |
 诺华NVS |
| 1.53% | 1.65% | $164.7万 | 1.1万股 | $161.5万 | 1.1万股 | -65股-0.61% | 减仓 |
 AMGEN COMAMGN |
| 1.39% | 1.49% | $150.2万 | 4,148股 | $145.9万 | 4,148股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 1.35% | 1.35% | $145.0万 | 1.0万股 | $132.7万 | 1.0万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 1.31% | 1.55% | $141.1万 | 6,401股 | $152.2万 | 6,441股 | -40股-0.62% | 减仓 |
 霍尼韦尔HON |
| 1.28% | 2.9% | $137.9万 | 6,159股 | $284.1万 | 1.3万股 | -6,411股-51.00% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.26% | — | $136.2万 | 6,159股 | $0 | 0股 | +6,159股 | 新买入 |
 百事可乐PEP |
| 1.22% | 1.53% | $131.0万 | 9,673股 | $150.2万 | 9,673股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 1.19% | 0.87% | $128.2万 | 6,939股 | $85.3万 | 6,620股 | +319股+4.82% | 加仓 |
 CSX铁路CSX |
| 1.17% | 1.07% | $126.4万 | 2.7万股 | $104.6万 | 2.5万股 | +1,100股+4.32% | 加仓 |
 宣伟SHW |
| 1.09% | 1.08% | $116.9万 | 3,396股 | $105.7万 | 3,296股 | +100股+3.03% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.87% | 0.85% | $93.7万 | 1.1万股 | $83.5万 | 1.0万股 | +850股+8.10% | 加仓 |
 ADPADP |
| 0.85% | 0.85% | $92.0万 | 4,106股 | $83.4万 | 4,106股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.72% | 1.02% | $77.5万 | 4,678股 | $100.1万 | 4,838股 | -160股-3.31% | 减仓 |
| N新纪元能源NEE |
| 0.54% | 0.63% | $58.2万 | 6,630股 | $61.6万 | 6,630股 | 00.00% | 持仓不变 |
 Truist金融TFC |
| 0.41% | 0.42% | $44.3万 | 8,901股 | $40.9万 | 8,901股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.4% | 0.32% | $43.0万 | 1,150股 | $31.2万 | 1,100股 | +50股+4.55% | 加仓 |
 CLOROX DELCLX |
| 0.37% | 0.44% | $39.6万 | 4,145股 | $43.0万 | 4,145股 | 00.00% | 持仓不变 |
| O宏盟集团OMC |
| 0.37% | 0.42% | $39.4万 | 5,414股 | $40.8万 | 5,414股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.35% | 0.43% | $38.0万 | 3,355股 | $41.7万 | 3,355股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 0.33% | 0.42% | $35.1万 | 1.4万股 | $41.0万 | 1.4万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SGVT |
| 0.3% | — | $32.3万 | 3,206股 | $0 | 0股 | +3,206股 | 新买入 |
 ILLINOIS TOOLITW |
| 0.29% | 0.3% | $30.9万 | 1,143股 | $29.8万 | 1,143股 | 00.00% | 持仓不变 |
 CHUBB LIMITEDCB |
| 0.27% | 0.28% | $28.7万 | 842股 | $27.4万 | 842股 | 00.00% | 持仓不变 |
 SYSCO COMSYY |
| 0.26% | 0.24% | $27.7万 | 3,320股 | $23.7万 | 3,320股 | 00.00% | 持仓不变 |
 LOGITECH INTL SHSLOGI |
| 0.2% | 0.22% | $21.9万 | 2,325股 | $21.2万 | 2,325股 | 00.00% | 持仓不变 |
