 台积电TSM |
| 10.21% | 7.9% | $1.31亿 | 27.4万股 | $9,298.7万 | 27.5万股 | -1,631股-0.59% | 减仓 |
 微软MSFT |
| 8.62% | 9.3% | $1.10亿 | 29.6万股 | $1.10亿 | 29.6万股 | +28股+0.01% | 加仓 |
 苹果AAPL |
| 7.91% | 7.55% | $1.01亿 | 35.0万股 | $8,883.4万 | 35.0万股 | -174股-0.05% | 减仓 |
 安费诺APH |
| 5.53% | 4.32% | $7,084.2万 | 40.2万股 | $5,090.5万 | 40.3万股 | -1,112股-0.28% | 减仓 |
 NORDSONNDSN |
| 5.51% | 5.29% | $7,054.7万 | 23.4万股 | $6,232.5万 | 23.4万股 | -412股-0.18% | 减仓 |
 ILLINOIS TOOLITW |
| 3.91% | 4.09% | $5,004.9万 | 18.5万股 | $4,815.8万 | 18.5万股 | +26股+0.01% | 加仓 |
 DONALDSONDCI |
| 3.88% | 3.99% | $4,968.1万 | 55.3万股 | $4,696.8万 | 55.3万股 | +16股+0.00% | 加仓 |
 多佛DOV |
| 3.77% | 3.81% | $4,819.0万 | 21.5万股 | $4,485.3万 | 21.5万股 | -307股-0.14% | 减仓 |
 强生JNJ |
| 3.7% | 3.86% | $4,730.6万 | 18.6万股 | $4,547.4万 | 18.6万股 | +234股+0.13% | 加仓 |
 帕卡PCAR |
| 3.61% | 3.78% | $4,618.5万 | 38.4万股 | $4,445.9万 | 38.5万股 | -437股-0.11% | 减仓 |
 艺康ECL |
| 3.58% | 3.71% | $4,579.4万 | 16.4万股 | $4,369.5万 | 16.4万股 | +114股+0.07% | 加仓 |
 ADPADP |
| 3.37% | 3.32% | $4,307.7万 | 19.2万股 | $3,910.5万 | 19.2万股 | -116股-0.06% | 减仓 |
 艾默生电气EMR |
| 3.16% | 3.15% | $4,048.7万 | 28.3万股 | $3,708.8万 | 28.3万股 | -248股-0.09% | 减仓 |
 可口可乐KO |
| 2.8% | 2.84% | $3,579.9万 | 44.0万股 | $3,348.9万 | 44.0万股 | +145股+0.03% | 加仓 |
 宝洁PG |
| 2.49% | 2.67% | $3,189.7万 | 21.8万股 | $3,139.0万 | 21.7万股 | +195股+0.09% | 加仓 |
 CINTAS COMCTAS |
| 2.37% | 2.55% | $3,028.4万 | 17.8万股 | $3,000.8万 | 17.7万股 | +643股+0.36% | 加仓 |
 德州仪器TXN |
| 2.2% | 1.52% | $2,814.4万 | 9.4万股 | $1,788.2万 | 9.2万股 | +2,310股+2.51% | 加仓 |
 亚马逊AMZN |
| 2.16% | 2.05% | $2,761.3万 | 11.6万股 | $2,414.1万 | 11.6万股 | -58股-0.05% | 减仓 |
 直觉外科ISRG |
| 2.14% | 2.68% | $2,732.8万 | 6.9万股 | $3,153.8万 | 6.8万股 | +305股+0.45% | 加仓 |
 伊顿ETN |
| 1.78% | 1.56% | $2,282.8万 | 5.4万股 | $1,830.9万 | 5.1万股 | +2,381股+4.65% | 加仓 |
 史赛克SYK |
| 1.67% | 1.84% | $2,131.7万 | 6.8万股 | $2,170.1万 | 6.6万股 | +1,666股+2.52% | 加仓 |
 空气化工APD |
| 1.52% | 1.61% | $1,942.1万 | 6.6万股 | $1,899.1万 | 6.5万股 | +866股+1.32% | 加仓 |
 ALCON ORD SHSALC |
| 1.39% | 1.56% | $1,782.4万 | 26.6万股 | $1,837.9万 | 24.4万股 | +2.2万股+8.85% | 加仓 |
| T赛默飞世尔TMO |
| 1.38% | 1.37% | $1,771.3万 | 3.5万股 | $1,606.9万 | 3.3万股 | +2,638股+8.07% | 加仓 |
 霍尼韦尔HON |
| 1.2% | 2.59% | $1,529.6万 | 6.8万股 | $3,046.8万 | 13.5万股 | -6.6万股-49.32% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.18% | — | $1,512.0万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.18% | 0.98% | $1,509.8万 | 5.7万股 | $1,151.9万 | 5.5万股 | +2,258股+4.10% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.98% | 1.02% | $1,258.3万 | 2.5万股 | $1,204.0万 | 2.5万股 | +20股+0.08% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.92% | 0.6% | $1,181.6万 | 5.5万股 | $705.0万 | 3.2万股 | +2.3万股+72.27% | 加仓 |
 财捷INTU |
| 0.82% | 1.48% | $1,047.2万 | 4.0万股 | $1,746.2万 | 4.0万股 | -266股-0.66% | 减仓 |
 埃克森美孚XOM |
| 0.62% | 0.85% | $792.6万 | 5.8万股 | $999.1万 | 5.9万股 | -914股-1.55% | 减仓 |
 埃森哲ACN |
| 0.5% | 0.84% | $638.0万 | 5.1万股 | $989.9万 | 5.0万股 | +1,346股+2.70% | 加仓 |
 泛林集团LRCX |
| 0.46% | 0.25% | $585.0万 | 1.4万股 | $288.4万 | 1.4万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.23% | $315.0万 | 4,218股 | $274.3万 | 4,218股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.24% | 0.23% | $304.9万 | 1.5万股 | $272.2万 | 1.6万股 | -371股-2.38% | 减仓 |
 艾伯维ABBV |
| 0.24% | 0.22% | $303.7万 | 1.2万股 | $262.3万 | 1.2万股 | +10股+0.08% | 加仓 |
 谷歌AGOOGL |
| 0.21% | 0.19% | $262.9万 | 7,356股 | $220.7万 | 7,675股 | -319股-4.16% | 减仓 |
 固安捷GWW |
| 0.19% | 0.17% | $249.0万 | 1,830股 | $199.6万 | 1,830股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.16% | 0.21% | $211.1万 | 1.6万股 | $242.1万 | 1.6万股 | +4股+0.03% | 加仓 |
| SSTELLAR BANCORPSTEL |
| 0.14% | 0.14% | $182.5万 | 4.6万股 | $169.9万 | 4.6万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.13% | 0.18% | $169.4万 | 1.0万股 | $211.3万 | 1.0万股 | +7股+0.07% | 加仓 |
 BLACK STONE MINERALS L PBSM |
| 0.13% | 0.15% | $167.6万 | 12.0万股 | $181.4万 | 12.0万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.11% | 0.15% | $142.9万 | 4,563股 | $172.5万 | 4,842股 | -279股-5.76% | 减仓 |
 WASTE MGMT DELWM |
| 0.11% | 0.12% | $139.9万 | 6,275股 | $144.2万 | 6,275股 | 00.00% | 持仓不变 |
 DORCHESTER MINERALS L P COM UNITDMLP |
| 0.1% | 0.12% | $132.4万 | 5.2万股 | $142.1万 | 5.2万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.1% | 0.12% | $130.7万 | 2,545股 | $139.6万 | 2,794股 | -249股-8.91% | 减仓 |
 雅培ABT |
| 0.09% | 0.12% | $120.5万 | 1.3万股 | $137.6万 | 1.3万股 | -119股-0.89% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.09% | 0.08% | $111.5万 | 3,157股 | $90.5万 | 3,156股 | +1股+0.03% | 加仓 |
 SABINE RTY TR UNIT BEN INTSBR |
| 0.08% | 0.09% | $102.5万 | 1.4万股 | $105.5万 | 1.4万股 | 00.00% | 持仓不变 |
| SSAN JUAN BASIN ROYALTY TRSJT |
| 0.08% | 0.13% | $102.1万 | 31.8万股 | $153.0万 | 31.8万股 | 00.00% | 持仓不变 |
