 沃尔玛WMT |
| 4.37% | 5.2% | $2,468.0万 | 21.8万股 | $2,781.2万 | 22.4万股 | -5,880股-2.63% | 减仓 |
 思科CSCO |
| 4.31% | 3.21% | $2,436.2万 | 20.7万股 | $1,712.6万 | 22.1万股 | -1.3万股-6.03% | 减仓 |
 ANALOG DEVICES COMADI |
| 4.15% | 3.9% | $2,344.5万 | 5.9万股 | $2,086.4万 | 6.6万股 | -6,551股-9.99% | 减仓 |
 苹果AAPL |
| 3.57% | 3.33% | $2,017.4万 | 7.0万股 | $1,777.3万 | 7.0万股 | -309股-0.44% | 减仓 |
 雷神技术RTX |
| 3.49% | 3.77% | $1,972.1万 | 10.4万股 | $2,013.9万 | 10.4万股 | -458股-0.44% | 减仓 |
 艺康ECL |
| 3.35% | 3.46% | $1,895.6万 | 6.8万股 | $1,851.2万 | 6.9万股 | -1,684股-2.43% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 3.34% | 3.81% | $1,886.3万 | 59.0万股 | $2,037.7万 | 60.8万股 | -1.8万股-2.91% | 减仓 |
 微软MSFT |
| 3.28% | 3.43% | $1,853.3万 | 5.0万股 | $1,833.5万 | 5.0万股 | +155股+0.31% | 加仓 |
 江森自控JCI |
| 3.23% | 3.22% | $1,827.8万 | 12.5万股 | $1,721.2万 | 13.1万股 | -6,343股-4.83% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 3.21% | 2.55% | $1,813.8万 | 4.8万股 | $1,360.7万 | 4.9万股 | -402股-0.83% | 减仓 |
 KIRBYKEX |
| 3.1% | 3.24% | $1,752.4万 | 12.9万股 | $1,731.8万 | 13.0万股 | -1,449股-1.11% | 减仓 |
 马丁玛丽埃塔MLM |
| 2.98% | 3.28% | $1,683.8万 | 2.9万股 | $1,754.4万 | 3.0万股 | -604股-2.03% | 减仓 |
 嘉信理财SCHW |
| 2.98% | 3.21% | $1,681.5万 | 18.2万股 | $1,714.4万 | 18.2万股 | -182股-0.10% | 减仓 |
| TTERADYNETER |
| 2.93% | 2.38% | $1,658.1万 | 3.4万股 | $1,271.3万 | 4.3万股 | -8,612股-20.08% | 减仓 |
 JacobsJ |
| 2.86% | 2.98% | $1,613.3万 | 12.8万股 | $1,594.8万 | 12.5万股 | +2,744股+2.19% | 加仓 |
| T赛默飞世尔TMO |
| 2.73% | 2.83% | $1,542.0万 | 3.1万股 | $1,512.4万 | 3.1万股 | -14股-0.05% | 减仓 |
 埃克森美孚XOM |
| 2.71% | 3.64% | $1,532.0万 | 11.2万股 | $1,943.0万 | 11.5万股 | -2,468股-2.16% | 减仓 |
 史赛克SYK |
| 2.43% | 2.67% | $1,373.6万 | 4.4万股 | $1,427.1万 | 4.3万股 | +198股+0.46% | 加仓 |
 Markel Group Inc.MKL |
| 2.39% | 2.52% | $1,351.3万 | 6,919股 | $1,349.2万 | 7,049股 | -130股-1.84% | 减仓 |
 摩根大通JPM |
| 2.35% | 2.27% | $1,329.3万 | 4.1万股 | $1,213.5万 | 4.1万股 | -642股-1.56% | 减仓 |
 ILLINOIS TOOLITW |
| 2.26% | 2.35% | $1,277.0万 | 4.7万股 | $1,256.9万 | 4.8万股 | -1,074股-2.22% | 减仓 |
 家得宝HD |
| 2.25% | 2.18% | $1,272.2万 | 3.6万股 | $1,164.7万 | 3.5万股 | +659股+1.86% | 加仓 |
 迪士尼DIS |
| 2.17% | 2.27% | $1,226.4万 | 12.7万股 | $1,210.4万 | 12.6万股 | +1,839股+1.46% | 加仓 |
| SSONY SPONSORED ADRSONY |
| 2.16% | 2.29% | $1,221.0万 | 60.9万股 | $1,223.5万 | 59.1万股 | +1.8万股+2.98% | 加仓 |
 ALCON ORD SHSALC |
| 2.08% | 2.49% | $1,174.5万 | 17.5万股 | $1,332.6万 | 17.7万股 | -1,825股-1.03% | 减仓 |
 斯伦贝谢SLB |
| 1.93% | 2.19% | $1,088.9万 | 23.4万股 | $1,168.7万 | 22.7万股 | +6,815股+3.00% | 加仓 |
 GE航空GE |
| 1.79% | 1.44% | $1,012.6万 | 2.7万股 | $770.7万 | 2.7万股 | -66股-0.24% | 减仓 |
 CVS健康CVS |
| 1.78% | 1.09% | $1,008.3万 | 9.7万股 | $581.6万 | 8.1万股 | +1.6万股+20.36% | 加仓 |
| IIBMIBM |
| 1.7% | 1.7% | $958.3万 | 3.4万股 | $909.7万 | 3.8万股 | -3,454股-9.20% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.55% | 1.61% | $878.2万 | 38.0万股 | $859.0万 | 37.0万股 | +9,744股+2.63% | 加仓 |
 甲骨文ORCL |
| 1.38% | 1.5% | $778.9万 | 5.3万股 | $801.3万 | 5.4万股 | -1,321股-2.43% | 减仓 |
 ADOBE COMADBE |
| 1.04% | 1.29% | $588.8万 | 2.9万股 | $689.5万 | 2.8万股 | +355股+1.25% | 加仓 |
 亚马逊AMZN |
| 1.02% | 0.21% | $579.1万 | 2.4万股 | $112.8万 | 5,414股 | +1.9万股+348.76% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.89% | 0.91% | $505.3万 | 1.0万股 | $485.1万 | 1.0万股 | -25股-0.25% | 减仓 |
| S嘉信策略信托SCHM |
| 0.89% | 0.8% | $503.7万 | 13.7万股 | $424.9万 | 13.7万股 | -641股-0.47% | 减仓 |
 DANAHER DEL COMDHR |
| 0.87% | 1.03% | $491.4万 | 2.6万股 | $550.6万 | 2.9万股 | -3,240股-11.16% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.8% | 1.05% | $454.7万 | 2.7万股 | $559.5万 | 3.2万股 | -4,977股-15.43% | 减仓 |
 耐克NKE |
| 0.8% | 1.09% | $454.1万 | 11.1万股 | $583.7万 | 11.1万股 | +110股+0.10% | 加仓 |
 泛林集团LRCX |
| 0.79% | 0.41% | $448.0万 | 1.0万股 | $220.9万 | 1.0万股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 0.76% | — | $431.4万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 英伟达NVDA |
| 0.73% | 0.67% | $410.5万 | 2.1万股 | $358.7万 | 2.1万股 | -51股-0.25% | 减仓 |
 PALO ALTOPANW |
| 0.62% | 0.31% | $348.6万 | 1.0万股 | $163.9万 | 1.0万股 | 00.00% | 持仓不变 |
 CULLEN FROST BANKERSCFR |
| 0.61% | 0.58% | $344.7万 | 2.2万股 | $311.5万 | 2.3万股 | -417股-1.83% | 减仓 |
 埃森哲ACN |
| 0.4% | 0.68% | $227.5万 | 1.8万股 | $361.5万 | 1.8万股 | +50股+0.27% | 加仓 |
 RUSH ENTERPRISESRUSHA |
| 0.32% | — | $179.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.27% | 0.27% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.25% | 0.22% | $142.0万 | 6,676股 | $120.1万 | 6,256股 | +420股+6.71% | 加仓 |
| S嘉信·USSCHX |
| 0.25% | 0.23% | $141.5万 | 4.8万股 | $123.0万 | 4.8万股 | +80股+0.17% | 加仓 |
 强生JNJ |
| 0.2% | 0.21% | $115.2万 | 4,535股 | $110.9万 | 4,535股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.2% | 0.18% | $113.7万 | 948股 | $96.4万 | 1,048股 | -100股-9.54% | 减仓 |
