 微软MSFT |
| 22.48% | 23.7% | $2.32亿 | 62.2万股 | $2.33亿 | 62.8万股 | -6,021股-0.96% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 19.58% | 20.05% | $2.02亿 | 270股 | $1.97亿 | 274股 | -4股-1.46% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 18.18% | 18% | $1.88亿 | 37.5万股 | $1.77亿 | 36.9万股 | +6,465股+1.75% | 加仓 |
 强生JNJ |
| 7.94% | 7.97% | $8,199.5万 | 32.3万股 | $7,824.4万 | 32.0万股 | +2,757股+0.86% | 加仓 |
 穆迪MCO |
| 6.33% | 6.41% | $6,533.0万 | 14.4万股 | $6,287.2万 | 14.4万股 | +123股+0.09% | 加仓 |
 宝洁PG |
| 4.97% | 5.2% | $5,129.6万 | 35.0万股 | $5,101.3万 | 35.3万股 | -3,370股-0.95% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.17% | 2.72% | $3,274.9万 | 9.3万股 | $2,665.9万 | 9.3万股 | -247股-0.27% | 减仓 |
 联合太平洋铁路UNP |
| 1.81% | 1.65% | $1,868.7万 | 6.9万股 | $1,620.5万 | 6.7万股 | +1,909股+2.86% | 加仓 |
 阿斯麦ASML |
| 1.61% | 1.05% | $1,662.2万 | 8,355股 | $1,029.9万 | 7,797股 | +558股+7.16% | 加仓 |
 苹果AAPL |
| 1.59% | 1.51% | $1,639.2万 | 5.7万股 | $1,482.2万 | 5.8万股 | -1,753股-3.00% | 减仓 |
 空气化工APD |
| 1.58% | 1.5% | $1,635.6万 | 5.6万股 | $1,470.0万 | 5.1万股 | +5,185股+10.25% | 加仓 |
| FFASTENAL COMFAST |
| 1.26% | 1.24% | $1,297.5万 | 27.0万股 | $1,221.6万 | 26.3万股 | +6,869股+2.61% | 加仓 |
 可口可乐KO |
| 1.01% | 1% | $1,038.0万 | 12.8万股 | $981.5万 | 12.9万股 | -1,335股-1.03% | 减仓 |
 谷歌AGOOGL |
| 0.84% | 0.72% | $868.6万 | 2.4万股 | $704.3万 | 2.4万股 | -187股-0.76% | 减仓 |
 美敦力MDT |
| 0.71% | 0.88% | $737.6万 | 9.4万股 | $863.1万 | 10.0万股 | -5,329股-5.35% | 减仓 |
 万事达MA |
| 0.62% | 0.66% | $638.9万 | 1.2万股 | $652.1万 | 1.3万股 | -610股-4.67% | 减仓 |
| RRB GLOBALRBA |
| 0.46% | 0.26% | $476.4万 | 4.1万股 | $259.1万 | 2.7万股 | +1.4万股+51.32% | 加仓 |
 GE航空GE |
| 0.44% | 0.35% | $450.1万 | 1.2万股 | $341.7万 | 1.2万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.43% | 0.39% | $443.5万 | 1.8万股 | $385.5万 | 1.8万股 | -100股-0.56% | 减仓 |
 家得宝HD |
| 0.37% | 0.36% | $381.5万 | 1.1万股 | $355.7万 | 1.1万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.34% | 0.31% | $354.1万 | 4,741股 | $308.4万 | 4,742股 | -1股-0.02% | 减仓 |
 ADPADP |
| 0.3% | 0.29% | $310.5万 | 1.4万股 | $281.7万 | 1.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.3% | 0.27% | $307.6万 | 1.5万股 | $268.1万 | 1.5万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.3% | 0.23% | $305.5万 | 2,600股 | $227.0万 | 2,600股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.27% | 0.25% | $279.6万 | 1.2万股 | $244.3万 | 1.2万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.21% | 0.26% | $218.5万 | 1.6万股 | $250.6万 | 1.6万股 | 00.00% | 持仓不变 |
 JacobsJ |
| 0.21% | 0.22% | $215.2万 | 1.7万股 | $217.4万 | 1.7万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.21% | 0.19% | $214.7万 | 6,257股 | $189.4万 | 6,267股 | -10股-0.16% | 减仓 |
 美光科技MU |
| 0.2% | 0.06% | $207.8万 | 1,800股 | $60.8万 | 1,800股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.18% | 0.17% | $186.2万 | 1.2万股 | $167.0万 | 1.2万股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.18% | 0.26% | $183.8万 | 2.5万股 | $257.1万 | 3.6万股 | -1.0万股-28.74% | 减仓 |
 雅培ABT |
| 0.16% | 0.19% | $166.0万 | 1.8万股 | $188.8万 | 1.8万股 | -100股-0.54% | 减仓 |
| G通用动力VTI |
| 0.16% | 0.15% | $164.6万 | 4,449股 | $142.7万 | 4,449股 | 00.00% | 持仓不变 |
 DONALDSONDCI |
| 0.14% | 0.02% | $142.6万 | 1.6万股 | $23.8万 | 2,800股 | +1.3万股+467.14% | 加仓 |
 沃特世WAT |
| 0.13% | 0.12% | $137.9万 | 3,678股 | $117.7万 | 3,952股 | -274股-6.93% | 减仓 |
 TJXTJX |
| 0.11% | 0.12% | $116.4万 | 7,682股 | $122.5万 | 7,672股 | +10股+0.13% | 加仓 |
 康宁GLW |
| 0.11% | 0.06% | $109.8万 | 4,300股 | $60.5万 | 4,450股 | -150股-3.37% | 减仓 |
 好市多COST |
| 0.1% | 0.11% | $100.2万 | 1,071股 | $106.7万 | 1,071股 | 00.00% | 持仓不变 |
 欧特克ADSK |
| 0.09% | 0.08% | $91.0万 | 4,683股 | $83.1万 | 3,473股 | +1,210股+34.84% | 加仓 |
 迪士尼DIS |
| 0.08% | 0.09% | $87.0万 | 9,039股 | $87.3万 | 9,059股 | -20股-0.22% | 减仓 |
| V先锋领航·MIDVO |
| 0.07% | 0.07% | $72.4万 | 8,992股 | $64.6万 | 2,248股 | +6,744股+300.00% | 加仓 |
 沃尔玛WMT |
| 0.07% | 0.08% | $70.5万 | 6,221股 | $79.1万 | 6,364股 | -143股-2.25% | 减仓 |
| IIBMIBM |
| 0.06% | 0.06% | $62.9万 | 2,238股 | $54.2万 | 2,238股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.05% | 0.05% | $55.5万 | 3,874股 | $52.9万 | 4,034股 | -160股-3.97% | 减仓 |
| V先锋领航指数基金VB |
| 0.05% | 0.05% | $52.9万 | 1,745股 | $45.7万 | 1,745股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.05% | — | $52.3万 | 900股 | $0 | 0股 | +900股 | 新买入 |
| CCAREDXCDNA |
| 0.04% | 0.03% | $45.7万 | 1.6万股 | $27.8万 | 1.6万股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 0.04% | 0.04% | $41.3万 | 1,200股 | $38.5万 | 1,200股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.04% | 0.06% | $37.7万 | 4,091股 | $57.2万 | 6,091股 | -2,000股-32.84% | 减仓 |
 辉瑞PFE |
| 0.04% | 0.04% | $37.1万 | 1.5万股 | $43.2万 | 1.5万股 | 00.00% | 持仓不变 |
