 AMD超威AMD |
| 9.38% | 5.32% | $2,652.5万 | 4.6万股 | $1,385.8万 | 6.8万股 | -2.2万股-32.97% | 减仓 |
 WILLIAMS SONOMAWSM |
| 6.36% | 5.41% | $1,800.0万 | 7.7万股 | $1,408.3万 | 7.7万股 | -18股-0.02% | 减仓 |
 VisaV |
| 6.05% | 5.62% | $1,710.6万 | 5.0万股 | $1,462.9万 | 4.8万股 | +1,455股+3.01% | 加仓 |
 好市多COST |
| 5.72% | 6.61% | $1,618.4万 | 1.7万股 | $1,723.3万 | 1.7万股 | +6股+0.03% | 加仓 |
 强生JNJ |
| 5.62% | 5.87% | $1,589.1万 | 6.3万股 | $1,530.0万 | 6.3万股 | -22股-0.04% | 减仓 |
 通用动力GD |
| 4.89% | 5.14% | $1,381.9万 | 3.9万股 | $1,338.1万 | 3.9万股 | +24股+0.06% | 加仓 |
 苹果AAPL |
| 4.85% | 4.62% | $1,373.0万 | 4.7万股 | $1,203.4万 | 4.7万股 | +33股+0.07% | 加仓 |
 谷歌AGOOGL |
| 4.83% | 4.22% | $1,365.7万 | 3.8万股 | $1,099.2万 | 3.8万股 | -10股-0.03% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 4.72% | 4.86% | $1,333.9万 | 14.5万股 | $1,266.5万 | 13.7万股 | +7,647股+5.57% | 加仓 |
| WWEC ENERGY COMIDU |
| 3.79% | 4.07% | $1,073.3万 | 9.2万股 | $1,060.8万 | 9.2万股 | +285股+0.31% | 加仓 |
 默沙东MRK |
| 3.66% | 3.63% | $1,036.5万 | 8.1万股 | $944.8万 | 7.9万股 | +2,117股+2.70% | 加仓 |
 阿斯麦ASML |
| 3.33% | 2.4% | $941.2万 | 4,731股 | $625.3万 | 4,734股 | -3股-0.06% | 减仓 |
 宝洁PG |
| 3.32% | 3.55% | $940.1万 | 6.4万股 | $926.1万 | 6.4万股 | -4股-0.01% | 减仓 |
 雪佛龙CVX |
| 3.08% | 4.17% | $870.5万 | 5.3万股 | $1,086.9万 | 5.3万股 | -17股-0.03% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 2.91% | 4.58% | $823.4万 | 26.0万股 | $1,192.4万 | 26.3万股 | -2,745股-1.04% | 减仓 |
| FFASTENAL COMFAST |
| 2.66% | 2.79% | $752.4万 | 15.7万股 | $726.9万 | 15.7万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 2.43% | 2.52% | $687.4万 | 1.4万股 | $656.6万 | 1.4万股 | +36股+0.26% | 加仓 |
 IDACORPIDA |
| 2.37% | 2.43% | $669.1万 | 4.4万股 | $632.8万 | 4.4万股 | -37股-0.08% | 减仓 |
 雅培ABT |
| 2.26% | 2.75% | $640.3万 | 7.1万股 | $716.0万 | 7.0万股 | +826股+1.18% | 加仓 |
 ILLINOIS TOOLITW |
| 2.01% | 2.1% | $569.3万 | 2.1万股 | $547.9万 | 2.1万股 | 00.00% | 持仓不变 |
 LEIDOS COMLDOS |
| 1.75% | 2.86% | $495.4万 | 4.8万股 | $745.9万 | 4.8万股 | +144股+0.30% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.62% | 1.32% | $459.2万 | 7.9万股 | $344.2万 | 5.9万股 | +2.0万股+34.18% | 加仓 |
 可口可乐KO |
| 1.53% | 1.55% | $431.7万 | 5.3万股 | $404.8万 | 5.3万股 | -110股-0.21% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.5% | 1.44% | $424.8万 | 2.3万股 | $374.6万 | 2.3万股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 1.43% | 2.46% | $403.5万 | 3.2万股 | $641.1万 | 3.2万股 | +92股+0.28% | 加仓 |
 礼来LLY |
| 1.13% | 0.94% | $318.4万 | 2,655股 | $244.2万 | 2,655股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.65% | 0.62% | $185.2万 | 9,257股 | $161.3万 | 9,250股 | +7股+0.08% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.53% | 0.55% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.51% | 0.37% | $143.8万 | 1,350股 | $95.6万 | 1,350股 | 00.00% | 持仓不变 |
 固安捷GWW |
| 0.51% | 0.44% | $143.3万 | 1,053股 | $114.9万 | 1,053股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.5% | 0.49% | $140.4万 | 4,290股 | $127.3万 | 4,329股 | -39股-0.90% | 减仓 |
 PAYCHEX COMPAYX |
| 0.46% | 0.47% | $130.2万 | 1.3万股 | $122.0万 | 1.3万股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.46% | 0.46% | $129.7万 | 2,500股 | $119.5万 | 2,410股 | +90股+3.73% | 加仓 |
 MCKESSON COMMCK |
| 0.36% | 0.45% | $101.6万 | 1,345股 | $116.4万 | 1,345股 | 00.00% | 持仓不变 |
 TRIMBLE COMTRMB |
| 0.35% | 0.48% | $98.5万 | 1.9万股 | $125.5万 | 1.9万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.28% | 0.27% | $79.6万 | 2,925股 | $71.0万 | 2,925股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.26% | 0.28% | $74.4万 | 1,995股 | $72.0万 | 1,945股 | +50股+2.57% | 加仓 |
 PARSONS DELPSN |
| 0.24% | 0.27% | $67.5万 | 1.3万股 | $69.8万 | 1.3万股 | -15股-0.12% | 减仓 |
 德文能源DVN |
| 0.22% | — | $63.5万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 AMGEN COMAMGN |
| 0.17% | 0.18% | $47.1万 | 1,300股 | $45.7万 | 1,300股 | 00.00% | 持仓不变 |
 南方电力SO |
| 0.16% | 0.17% | $44.5万 | 4,650股 | $44.9万 | 4,650股 | 00.00% | 持仓不变 |
 COMMERCE BANCSHARESCBSH |
| 0.14% | 0.13% | $40.4万 | 6,989股 | $34.4万 | 6,989股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.13% | 0.15% | $35.7万 | 4,070股 | $37.8万 | 4,070股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 0.11% | 0.08% | $31.5万 | 707股 | $21.2万 | 535股 | +172股+32.15% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.11% | 0.09% | $30.4万 | 860股 | $24.7万 | 860股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.1% | 0.1% | $27.3万 | 775股 | $25.5万 | 775股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.09% | 0.09% | $25.6万 | 700股 | $22.3万 | 700股 | 00.00% | 持仓不变 |
 SERVICE INTLSCI |
| 0.09% | 0.1% | $24.3万 | 3,200股 | $26.4万 | 3,200股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.08% | 0.08% | $22.6万 | 1,650股 | $21.6万 | 1,650股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.08% | 0.09% | $22.3万 | 6,075股 | $23.0万 | 6,075股 | 00.00% | 持仓不变 |
