 微软MSFT |
| 8.03% | 8.27% | $3.35亿 | 89.8万股 | $3.52亿 | 95.2万股 | -5.4万股-5.67% | 减仓 |
 好市多COST |
| 6.96% | 7.87% | $2.90亿 | 31.0万股 | $3.35亿 | 33.7万股 | -2.6万股-7.79% | 减仓 |
 REPUBLIC SVCSRSG |
| 6.04% | 6.43% | $2.52亿 | 118.2万股 | $2.74亿 | 125.2万股 | -7.0万股-5.57% | 减仓 |
 宣伟SHW |
| 5.56% | 7.4% | $2.32亿 | 67.3万股 | $3.15亿 | 98.4万股 | -31.1万股-31.62% | 减仓 |
 安费诺APH |
| 4.66% | 4.04% | $1.94亿 | 110.2万股 | $1.72亿 | 136.1万股 | -26.0万股-19.07% | 减仓 |
 亚马逊AMZN |
| 4.58% | 3.67% | $1.91亿 | 80.0万股 | $1.56亿 | 75.0万股 | +5.1万股+6.74% | 加仓 |
 万事达MA |
| 4.24% | 4.76% | $1.77亿 | 34.4万股 | $2.03亿 | 40.6万股 | -6.1万股-15.15% | 减仓 |
 谷歌AGOOGL |
| 4.23% | 2.67% | $1.76亿 | 49.3万股 | $1.14亿 | 39.5万股 | +9.8万股+24.93% | 加仓 |
| IIBMIBM |
| 3.28% | 2.68% | $1.37亿 | 48.7万股 | $1.14亿 | 47.1万股 | +1.6万股+3.41% | 加仓 |
 家得宝HD |
| 3.21% | 4.2% | $1.34亿 | 37.9万股 | $1.79亿 | 54.4万股 | -16.5万股-30.31% | 减仓 |
 CINTAS COMCTAS |
| 3.09% | 3.07% | $1.29亿 | 75.6万股 | $1.31亿 | 77.3万股 | -1.6万股-2.13% | 减仓 |
 苹果AAPL |
| 2.76% | 1.16% | $1.15亿 | 39.8万股 | $4,932.5万 | 19.4万股 | +20.3万股+104.59% | 加仓 |
 美国运通AXP |
| 2.45% | 2.31% | $1.02亿 | 30.2万股 | $9,846.2万 | 32.6万股 | -2.3万股-7.15% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 2.27% | 2.49% | $9,483.5万 | 41.3万股 | $1.06亿 | 49.0万股 | -7.7万股-15.78% | 减仓 |
 W.R.伯克利WRB |
| 2.27% | 2.16% | $9,450.2万 | 134.0万股 | $9,204.9万 | 138.9万股 | -4.9万股-3.52% | 减仓 |
 穆迪MCO |
| 1.94% | 2.01% | $8,071.0万 | 17.8万股 | $8,567.9万 | 19.6万股 | -1.8万股-9.27% | 减仓 |
 伊顿ETN |
| 1.61% | 1.09% | $6,722.1万 | 15.8万股 | $4,645.1万 | 13.0万股 | +2.8万股+21.47% | 加仓 |
 迪尔DE |
| 1.52% | 1.32% | $6,341.1万 | 10.0万股 | $5,603.3万 | 9.9万股 | +493股+0.50% | 加仓 |
 派克汉尼汾PH |
| 1.27% | 1.25% | $5,296.4万 | 5.4万股 | $5,305.9万 | 5.9万股 | -5,119股-8.64% | 减仓 |
 摩根士丹利MS |
| 1.26% | 1.02% | $5,242.3万 | 25.1万股 | $4,338.2万 | 26.4万股 | -1.3万股-4.87% | 减仓 |
 赛莱默XYL |
| 1.2% | 0.17% | $4,982.7万 | 42.2万股 | $744.7万 | 6.2万股 | +35.9万股+576.42% | 加仓 |
 VisaV |
| 1.01% | 0.46% | $4,203.5万 | 12.3万股 | $1,964.5万 | 6.5万股 | +5.8万股+88.50% | 加仓 |
 美敦力MDT |
| 0.97% | 1.01% | $4,043.0万 | 51.7万股 | $4,317.9万 | 49.8万股 | +1.8万股+3.71% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.86% | 0.95% | $3,597.0万 | 7.2万股 | $4,028.7万 | 8.4万股 | -1.2万股-14.50% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.77% | 0.75% | $3,190.0万 | 34.6万股 | $3,205.0万 | 34.7万股 | -796股-0.23% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.54% | $3,153.2万 | 8.9万股 | $2,317.5万 | 8.1万股 | +8,456股+10.47% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.75% | 0.64% | $3,143.5万 | 4.2万股 | $2,716.7万 | 4.2万股 | +321股+0.77% | 加仓 |
 PROGRESSIVEPGR |
| 0.75% | 1.8% | $3,127.0万 | 14.3万股 | $7,652.3万 | 38.6万股 | -24.3万股-62.92% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.73% | 0.57% | $3,046.5万 | 26.8万股 | $2,415.4万 | 26.8万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.71% | 0.63% | $2,964.3万 | 9.9万股 | $2,680.6万 | 13.8万股 | -3.9万股-27.98% | 减仓 |
| CCRHCRH |
| 0.67% | 1% | $2,781.8万 | 26.0万股 | $4,275.5万 | 40.7万股 | -14.7万股-36.08% | 减仓 |
 Meta平台META |
| 0.62% | 0.71% | $2,605.0万 | 4.6万股 | $3,022.3万 | 5.3万股 | -6,578股-12.45% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.62% | 0.08% | $2,595.1万 | 10.9万股 | $353.4万 | 1.5万股 | +9.4万股+621.71% | 加仓 |
| B纽约梅隆银行BK |
| 0.59% | 0.51% | $2,463.7万 | 17.0万股 | $2,186.0万 | 18.4万股 | -1.4万股-7.54% | 减仓 |
| T赛默飞世尔TMO |
| 0.43% | 0.53% | $1,777.7万 | 3.5万股 | $2,258.8万 | 4.6万股 | -1.0万股-22.84% | 减仓 |
| V先锋领航指数基金VUG |
| 0.41% | 0.38% | $1,694.6万 | 19.7万股 | $1,612.8万 | 3.7万股 | +16.0万股+432.78% | 加仓 |
| G通用动力VTI |
| 0.4% | 0.34% | $1,652.8万 | 4.5万股 | $1,428.1万 | 4.5万股 | +150股+0.34% | 加仓 |
 黑石集团BX |
| 0.35% | 0.36% | $1,474.9万 | 12.5万股 | $1,553.7万 | 13.5万股 | -9,773股-7.23% | 减仓 |
| BBOBS DISC FURNITUREBOBS |
| 0.34% | — | $1,433.2万 | 90.6万股 | $0 | 0股 | +90.6万股 | 新买入 |
 博通AVGO |
| 0.34% | 0.27% | $1,400.4万 | 3.7万股 | $1,154.7万 | 3.7万股 | -235股-0.63% | 减仓 |
 哈勃HUBB |
| 0.32% | 0.12% | $1,352.8万 | 2.6万股 | $526.8万 | 1.1万股 | +1.5万股+140.87% | 加仓 |
 摩根大通JPM |
| 0.31% | 0.27% | $1,279.6万 | 3.9万股 | $1,154.7万 | 3.9万股 | -161股-0.41% | 减仓 |
| V先锋领航指数基金VTV |
| 0.28% | 0.25% | $1,186.7万 | 5.4万股 | $1,056.6万 | 5.4万股 | +601股+1.12% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.28% | 0.25% | $1,179.9万 | 16.6万股 | $1,060.7万 | 16.6万股 | +71股+0.04% | 加仓 |
| IiShares安硕信托IVV |
| 0.26% | 0.03% | $1,104.6万 | 1.5万股 | $138.3万 | 2,118股 | +1.3万股+596.41% | 加仓 |
| AAPPLIED AEROSPACE & DEFENSEAADX |
| 0.26% | — | $1,064.6万 | 46.7万股 | $0 | 0股 | +46.7万股 | 新买入 |
 达美乐披萨DPZ |
| 0.25% | 0.7% | $1,060.2万 | 3.6万股 | $2,973.3万 | 8.3万股 | -4.7万股-56.78% | 减仓 |
 麦当劳MCD |
| 0.24% | 0.31% | $1,009.1万 | 3.7万股 | $1,340.5万 | 4.3万股 | -5,798股-13.44% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.24% | 0.21% | $1,005.3万 | 2.5万股 | $875.4万 | 2.5万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.23% | 0.21% | $973.5万 | 4.9万股 | $907.9万 | 4.9万股 | 00.00% | 持仓不变 |
