 伯克希尔哈撒韦BRK.B |
| 9.09% | 9.23% | $2,568.9万 | 5.1万股 | $2,465.1万 | 5.1万股 | -104股-0.20% | 减仓 |
 VisaV |
| 8.26% | 7.76% | $2,335.0万 | 6.8万股 | $2,070.4万 | 6.9万股 | -444股-0.65% | 减仓 |
 安费诺APH |
| 6.58% | 6.12% | $1,858.4万 | 10.5万股 | $1,634.0万 | 12.9万股 | -2.4万股-18.50% | 减仓 |
 苹果AAPL |
| 6.06% | 5.51% | $1,713.2万 | 5.9万股 | $1,470.7万 | 5.8万股 | +1,259股+2.17% | 加仓 |
 微软MSFT |
| 4.07% | 5.95% | $1,151.4万 | 3.1万股 | $1,588.1万 | 4.3万股 | -1.2万股-28.05% | 减仓 |
 惠顿贵金属WPM |
| 4.02% | 4.61% | $1,137.1万 | 10.1万股 | $1,230.7万 | 9.4万股 | +7,297股+7.77% | 加仓 |
 派克汉尼汾PH |
| 3.74% | 3.61% | $1,058.2万 | 1.1万股 | $963.2万 | 1.1万股 | +60股+0.56% | 加仓 |
 伊顿ETN |
| 3.52% | 3.1% | $995.8万 | 2.3万股 | $828.0万 | 2.3万股 | +218股+0.94% | 加仓 |
 亚马逊AMZN |
| 3.48% | 3.28% | $982.5万 | 4.1万股 | $874.4万 | 4.2万股 | -760股-1.81% | 减仓 |
 联合太平洋铁路UNP |
| 3.39% | 3.14% | $958.0万 | 3.5万股 | $837.1万 | 3.5万股 | +719股+2.08% | 加仓 |
 雅培ABT |
| 3.13% | 3.79% | $884.0万 | 9.7万股 | $1,010.8万 | 9.8万股 | -1,030股-1.05% | 减仓 |
 林德LIN |
| 2.8% | 2.82% | $790.9万 | 1.5万股 | $752.1万 | 1.5万股 | +70股+0.46% | 加仓 |
 强生JNJ |
| 2.43% | 2.49% | $686.3万 | 2.7万股 | $664.5万 | 2.7万股 | -160股-0.59% | 减仓 |
 好市多COST |
| 2.35% | 2.66% | $663.4万 | 7,092股 | $710.3万 | 7,128股 | -36股-0.51% | 减仓 |
 雪佛龙CVX |
| 2.3% | 3.18% | $649.4万 | 3.9万股 | $850.0万 | 4.1万股 | -1,907股-4.64% | 减仓 |
 百事可乐PEP |
| 2.28% | 2.78% | $643.6万 | 4.8万股 | $743.3万 | 4.8万股 | -330股-0.69% | 减仓 |
 宝洁PG |
| 2.26% | 2.39% | $638.9万 | 4.4万股 | $637.4万 | 4.4万股 | -562股-1.27% | 减仓 |
 阿斯利康AZN |
| 2.17% | 2.39% | $614.5万 | 3.2万股 | $638.5万 | 3.2万股 | +28股+0.09% | 加仓 |
 康菲石油COP |
| 2.12% | 2.86% | $597.7万 | 5.7万股 | $762.6万 | 5.8万股 | -276股-0.48% | 减仓 |
 EOG资源EOG |
| 1.99% | 2.41% | $561.9万 | 4.3万股 | $643.5万 | 4.5万股 | -1,201股-2.70% | 减仓 |
 谷歌AGOOGL |
| 1.94% | — | $547.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 斯伦贝谢SLB |
| 1.92% | 1.52% | $541.8万 | 11.7万股 | $406.6万 | 7.9万股 | +3.7万股+47.30% | 加仓 |
 美国电力AEP |
| 1.91% | 1.86% | $540.7万 | 4.0万股 | $496.6万 | 3.8万股 | +1,635股+4.32% | 加仓 |
 史赛克SYK |
| 1.57% | 1.77% | $443.7万 | 1.4万股 | $471.5万 | 1.4万股 | -255股-1.78% | 减仓 |
| FFACTSET RESH SYSFDS |
| 1.56% | 1.61% | $440.1万 | 1.9万股 | $430.1万 | 2.0万股 | -692股-3.49% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.49% | 1.43% | $421.4万 | 2.3万股 | $382.0万 | 2.3万股 | +190股+0.82% | 加仓 |
 HERSHEY COMHSY |
| 1.43% | 1.8% | $402.7万 | 2.3万股 | $479.3万 | 2.3万股 | -100股-0.43% | 减仓 |
 TJXTJX |
| 1.21% | 0.2% | $342.3万 | 2.3万股 | $54.1万 | 3,390股 | +1.9万股+566.40% | 加仓 |
 霍尼韦尔HON |
| 1.14% | 2.08% | $321.6万 | 1.4万股 | $554.3万 | 2.5万股 | -1.0万股-41.42% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.12% | — | $317.6万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 汽车地带AZO |
| 1.12% | 1.26% | $315.4万 | 987股 | $335.1万 | 992股 | -5股-0.50% | 减仓 |
 BLACK HILLSBKH |
| 1.11% | — | $313.0万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 GeneracGNRC |
| 1.02% | 0.73% | $288.8万 | 9,864股 | $196.1万 | 1.0万股 | -175股-1.74% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.84% | 0.78% | $236.3万 | 8,789股 | $207.6万 | 9,009股 | -220股-2.44% | 减仓 |
 埃克森美孚XOM |
| 0.81% | 0.86% | $228.3万 | 1.7万股 | $228.4万 | 1.3万股 | +3,240股+24.07% | 加仓 |
 EQTEQT |
| 0.71% | 0.91% | $199.8万 | 3.8万股 | $242.3万 | 3.8万股 | -500股-1.31% | 减仓 |
 美国运通AXP |
| 0.67% | 0.63% | $188.7万 | 5,580股 | $167.7万 | 5,545股 | +35股+0.63% | 加仓 |
| BBROWN FORMANBF.B |
| 0.5% | 0.32% | $142.4万 | 5.3万股 | $84.8万 | 3.2万股 | +2.1万股+66.70% | 加仓 |
 英伟达NVDA |
| 0.47% | 0.46% | $132.0万 | 6,595股 | $122.0万 | 6,995股 | -400股-5.72% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.32% | 0.27% | $90.5万 | 7,960股 | $72.2万 | 8,010股 | -50股-0.62% | 减仓 |
 可口可乐KO |
| 0.28% | 0.27% | $77.8万 | 9,576股 | $72.8万 | 9,576股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 0.2% | 0.25% | $56.5万 | 1,945股 | $67.8万 | 1,965股 | -20股-1.02% | 减仓 |
 应用材料AMAT |
| 0.2% | 0.14% | $56.4万 | 780股 | $37.4万 | 1,095股 | -315股-28.77% | 减仓 |
 博通AVGO |
| 0.14% | 0.12% | $40.4万 | 1,070股 | $33.1万 | 1,070股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.14% | — | $39.7万 | 1,125股 | $0 | 0股 | +1,125股 | 新买入 |
 Phillips 66PSX |
| 0.08% | 0.09% | $22.5万 | 1,330股 | $24.2万 | 1,330股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.07% | — | $20.6万 | 1,475股 | $0 | 0股 | +1,475股 | 新买入 |
