 CHURCH & DWIGHTCHD |
| 29.55% | 30.27% | $1.13亿 | 117.1万股 | $1.10亿 | 117.6万股 | -4,739股-0.40% | 减仓 |
 WILLIAMS SONOMAWSM |
| 12.48% | 10.37% | $4,791.0万 | 20.6万股 | $3,759.9万 | 20.6万股 | -682股-0.33% | 减仓 |
 CINTAS COMCTAS |
| 10.6% | 11.2% | $4,071.0万 | 23.9万股 | $4,059.7万 | 24.0万股 | -663股-0.28% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 9.45% | 9.64% | $3,626.4万 | 7.2万股 | $3,494.9万 | 7.3万股 | -460股-0.63% | 减仓 |
 美国合众银行USB |
| 8.03% | 7.35% | $3,081.8万 | 51.0万股 | $2,665.6万 | 51.3万股 | -2,281股-0.45% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 5.53% | 5.95% | $2,123.8万 | 42.1万股 | $2,157.3万 | 42.8万股 | -6,465股-1.51% | 减仓 |
| MMSILF TREASURY SECURITIES INSTMSUXX |
| 3.65% | 3.96% | $1,400.1万 | 1,400.1万股 | $1,435.4万 | 1,435.4万股 | -35.3万股-2.46% | 减仓 |
 NETFLIXNFLX |
| 2.14% | 3.08% | $819.8万 | 11.5万股 | $1,116.0万 | 11.6万股 | -1,250股-1.08% | 减仓 |
 可口可乐KO |
| 1.61% | 1.6% | $617.1万 | 7.6万股 | $579.2万 | 7.6万股 | -225股-0.30% | 减仓 |
 微软MSFT |
| 1.38% | 1.45% | $530.2万 | 1.4万股 | $526.1万 | 1.4万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 1.32% | 1.74% | $506.1万 | 3.1万股 | $631.7万 | 3.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.27% | 1.18% | $487.5万 | 1.7万股 | $427.6万 | 1.7万股 | 00.00% | 持仓不变 |
 斯味可SJM |
| 1.27% | 1.18% | $487.0万 | 4.3万股 | $428.3万 | 4.4万股 | -1,125股-2.53% | 减仓 |
 康宁GLW |
| 1.2% | 0.67% | $459.0万 | 1.8万股 | $244.4万 | 1.8万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1% | 1.02% | $383.5万 | 1.5万股 | $369.1万 | 1.5万股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.99% | 0.93% | $378.9万 | 3.7万股 | $337.9万 | 3.8万股 | -637股-1.69% | 减仓 |
 摩根大通JPM |
| 0.82% | 0.78% | $313.9万 | 9,590股 | $282.1万 | 9,590股 | 00.00% | 持仓不变 |
| WWD 40WDFC |
| 0.69% | 0.61% | $263.1万 | 1.1万股 | $220.3万 | 1.1万股 | 00.00% | 持仓不变 |
| BBOSWELL J G CO COMBWEL |
| 0.58% | 0.63% | $221.8万 | 4,019股 | $227.1万 | 4,129股 | -110股-2.66% | 减仓 |
 壳牌SHEL |
| 0.49% | 0.63% | $188.5万 | 2.4万股 | $228.5万 | 2.5万股 | -265股-1.08% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.4% | 0.35% | $155.1万 | 1.2万股 | $127.5万 | 1.2万股 | -200股-1.60% | 减仓 |
 英伟达NVDA |
| 0.32% | 0.29% | $122.1万 | 6,100股 | $106.4万 | 6,100股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.3% | 0.27% | $113.5万 | 1,516股 | $99.0万 | 1,516股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.29% | 0.33% | $110.2万 | 7,513股 | $120.2万 | 8,321股 | -808股-9.71% | 减仓 |
 艾伯维ABBV |
| 0.27% | 0.24% | $102.4万 | 4,070股 | $88.5万 | 4,070股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 0.26% | 0.27% | $100.3万 | 2.1万股 | $96.9万 | 2.1万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.26% | 0.22% | $98.9万 | 2,490股 | $79.2万 | 2,490股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.23% | 0.23% | $90.1万 | 2,556股 | $84.1万 | 2,556股 | 00.00% | 持仓不变 |
| TTEJON RANCH CO COMTRC |
| 0.23% | 0.24% | $87.7万 | 4.7万股 | $88.3万 | 4.7万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.23% | 0.21% | $86.4万 | 3,072股 | $74.5万 | 3,072股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.22% | 0.21% | $85.5万 | 3,820股 | $77.6万 | 3,820股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.18% | 0.22% | $69.8万 | 2.9万股 | $81.4万 | 2.9万股 | 00.00% | 持仓不变 |
| MMERCK KGAA |
| 0.17% | 0.14% | $67.1万 | 4,000股 | $49.7万 | 4,000股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.17% | 0.19% | $65.6万 | 6,820股 | $67.2万 | 6,968股 | -148股-2.12% | 减仓 |
 联邦快递FDX |
| 0.15% | 0.19% | $59.2万 | 1,890股 | $67.3万 | 1,890股 | 00.00% | 持仓不变 |
| UUBS MONEY SER PRIME RESRV FDUPRXX |
| 0.15% | 0.16% | $58.4万 | 58.4万股 | $57.9万 | 57.9万股 | +5,222股+0.90% | 加仓 |
| MMercedes-Benz |
| 0.14% | 0.18% | $54.2万 | 1.1万股 | $66.2万 | 1.1万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.14% | 0.17% | $53.1万 | 3,920股 | $60.9万 | 3,920股 | 00.00% | 持仓不变 |
 OMEGA HEALTHCARE INVSOHI |
| 0.14% | 0.13% | $52.9万 | 1.1万股 | $48.7万 | 1.1万股 | 00.00% | 持仓不变 |
 TOOTSIE ROLL INDSTR |
| 0.14% | 0.16% | $52.4万 | 1.3万股 | $56.6万 | 1.3万股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.13% | 0.15% | $49.5万 | 5,400股 | $55.4万 | 6,498股 | -1,098股-16.90% | 减仓 |
| I景顺交易所交易基金信托PTF |
| 0.13% | 0.09% | $49.1万 | 3,600股 | $31.1万 | 3,600股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.13% | 0.16% | $48.3万 | 1.1万股 | $57.2万 | 1.1万股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.12% | 0.13% | $45.1万 | 3,623股 | $48.0万 | 2,420股 | +1,203股+49.71% | 加仓 |
 摩根士丹利MS |
| 0.1% | 0.08% | $37.6万 | 1,800股 | $29.6万 | 1,800股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.1% | 0.11% | $36.8万 | 4,059股 | $41.7万 | 4,059股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.09% | — | $36.2万 | 500股 | $0 | 0股 | +500股 | 新买入 |
 默沙东MRK |
| 0.08% | 0.1% | $32.4万 | 2,522股 | $35.1万 | 2,914股 | -392股-13.45% | 减仓 |
 沃尔玛WMT |
| 0.08% | 0.09% | $30.6万 | 2,700股 | $33.6万 | 2,700股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.08% | — | $29.0万 | 500股 | $0 | 0股 | +500股 | 新买入 |
