 卡特彼勒CAT |
| 10.7% | 8.4% | $5,943.0万 | 5.6万股 | $4,170.1万 | 5.9万股 | -3,054股-5.19% | 减仓 |
 苹果AAPL |
| 7.95% | 8.01% | $4,415.7万 | 15.3万股 | $3,976.7万 | 15.7万股 | -4,091股-2.61% | 减仓 |
 谷歌AGOOGL |
| 6.6% | 6% | $3,667.1万 | 10.3万股 | $2,978.5万 | 10.4万股 | -964股-0.93% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 5.17% | 5.53% | $2,873.3万 | 5.7万股 | $2,745.8万 | 5.7万股 | +123股+0.21% | 加仓 |
 思科CSCO |
| 5.09% | 3.93% | $2,825.7万 | 24.1万股 | $1,951.3万 | 25.1万股 | -1.1万股-4.34% | 减仓 |
 沃尔玛WMT |
| 5.01% | 6.29% | $2,780.9万 | 24.6万股 | $3,124.2万 | 25.1万股 | -5,847股-2.33% | 减仓 |
 微软MSFT |
| 4.9% | 5.49% | $2,719.3万 | 7.3万股 | $2,727.3万 | 7.4万股 | -778股-1.06% | 减仓 |
 摩根大通JPM |
| 4.84% | 4.94% | $2,686.0万 | 8.2万股 | $2,453.7万 | 8.3万股 | -1,355股-1.62% | 减仓 |
 艾伯维ABBV |
| 4.65% | 4.54% | $2,582.9万 | 10.3万股 | $2,254.1万 | 10.4万股 | -1,002股-0.97% | 减仓 |
| B纽约梅隆银行BK |
| 4.59% | 4.41% | $2,548.8万 | 17.6万股 | $2,191.3万 | 18.5万股 | -8,466股-4.58% | 减仓 |
 英特尔INTC |
| 4.54% | 1.68% | $2,519.5万 | 18.0万股 | $836.4万 | 19.0万股 | -9,091股-4.80% | 减仓 |
 VALERO ENERGY COMVLO |
| 3.91% | 4.26% | $2,169.0万 | 8.3万股 | $2,116.8万 | 8.6万股 | -2,389股-2.79% | 减仓 |
 WASTE MGMT DELWM |
| 3.56% | 4.18% | $1,974.5万 | 8.9万股 | $2,075.6万 | 9.0万股 | -1,735股-1.92% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 3.25% | 2.62% | $1,802.4万 | 19.8万股 | $1,299.0万 | 20.1万股 | -3,425股-1.70% | 减仓 |
 埃克森美孚XOM |
| 2.91% | 4.12% | $1,617.3万 | 11.8万股 | $2,045.6万 | 12.1万股 | -2,279股-1.89% | 减仓 |
 洛克希德马丁LMT |
| 2.89% | 3.92% | $1,607.6万 | 3.2万股 | $1,945.6万 | 3.2万股 | -637股-1.98% | 减仓 |
 强生JNJ |
| 2.73% | 2.99% | $1,515.6万 | 6.0万股 | $1,482.6万 | 6.1万股 | -978股-1.61% | 减仓 |
 麦当劳MCD |
| 2.71% | 3.23% | $1,505.4万 | 5.6万股 | $1,603.9万 | 5.2万股 | +4,084股+7.91% | 加仓 |
 家得宝HD |
| 2.46% | 2.59% | $1,367.8万 | 3.9万股 | $1,285.5万 | 3.9万股 | -305股-0.78% | 减仓 |
 亚马逊AMZN |
| 1.84% | 1.78% | $1,020.4万 | 4.3万股 | $882.9万 | 4.2万股 | +423股+1.00% | 加仓 |
 美敦力MDT |
| 1.4% | 1.77% | $776.0万 | 9.9万股 | $878.0万 | 10.1万股 | -2,132股-2.10% | 减仓 |
 赛富时CRM |
| 1.33% | 1.74% | $736.7万 | 4.7万股 | $862.5万 | 4.6万股 | +820股+1.77% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.27% | 1.5% | $703.7万 | 4.7万股 | $743.7万 | 4.7万股 | -800股-1.69% | 减仓 |
 辉瑞PFE |
| 1.2% | 1.59% | $665.3万 | 27.6万股 | $790.8万 | 28.2万股 | -5,353股-1.90% | 减仓 |
 迪士尼DIS |
| 0.77% | 0.9% | $430.2万 | 4.5万股 | $444.7万 | 4.6万股 | -1,445股-3.13% | 减仓 |
 Meta平台META |
| 0.64% | 0.08% | $355.7万 | 6,315股 | $42.1万 | 735股 | +5,580股+759.18% | 加仓 |
| AAT&TT |
| 0.44% | 0.71% | $246.3万 | 11.9万股 | $353.2万 | 12.2万股 | -2,861股-2.35% | 减仓 |
 英伟达NVDA |
| 0.4% | 0.39% | $224.8万 | 1.1万股 | $195.9万 | 1.1万股 | 00.00% | 持仓不变 |
 波音BA |
| 0.4% | 0.41% | $224.1万 | 1.0万股 | $206.1万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.39% | 0.38% | $216.9万 | 2,896股 | $189.2万 | 2,896股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.38% | 0.46% | $210.0万 | 1.6万股 | $226.3万 | 1.5万股 | +941股+6.46% | 加仓 |
 沃特世WAT |
| 0.35% | 0.37% | $196.1万 | 5,228股 | $184.2万 | 6,184股 | -956股-15.46% | 减仓 |
 LOWES COS COMLOW |
| 0.15% | 0.19% | $84.2万 | 3,818股 | $93.5万 | 3,958股 | -140股-3.54% | 减仓 |
| CCONAGRA BRANDSCAG |
| 0.13% | 0.17% | $71.0万 | 5.3万股 | $84.0万 | 5.3万股 | -633股-1.19% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.07% | — | $40.5万 | 543股 | $0 | 0股 | +543股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.06% | 0.07% | $35.3万 | 514股 | $32.4万 | 543股 | -29股-5.34% | 减仓 |
| IiShares安硕信托ITOT |
| 0.06% | 0.05% | $31.4万 | 1,912股 | $27.2万 | 1,912股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.05% | 0.07% | $29.3万 | 6,911股 | $34.7万 | 6,911股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.04% | 0.04% | $22.3万 | 660股 | $20.0万 | 660股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.04% | 0.04% | $21.9万 | 2,988股 | $22.0万 | 2,988股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.03% | 0.03% | $19.1万 | 540股 | $15.5万 | 540股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.03% | 0.04% | $16.7万 | 1,005股 | $20.8万 | 1,005股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.02% | 0.03% | $13.6万 | 1,715股 | $13.6万 | 1,715股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.02% | 0.03% | $13.4万 | 2,295股 | $13.4万 | 2,295股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.02% | 0.02% | $11.8万 | 1,449股 | $11.0万 | 1,449股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| <0.01% | <0.01% | $1.7万 | 300股 | $1.5万 | 300股 | 00.00% | 持仓不变 |
