 康宁GLW |
| 4.91% | 3.01% | $8,003.3万 | 31.3万股 | $4,351.3万 | 32.0万股 | -6,693股-2.09% | 减仓 |
 应用材料AMAT |
| 4.75% | 2.56% | $7,737.4万 | 10.7万股 | $3,705.7万 | 10.8万股 | -1,403股-1.29% | 减仓 |
| B纽约梅隆银行BK |
| 4.55% | 4.3% | $7,418.7万 | 51.3万股 | $6,225.1万 | 52.5万股 | -1.2万股-2.24% | 减仓 |
 谷歌AGOOGL |
| 4.53% | 4.11% | $7,387.6万 | 20.7万股 | $5,948.5万 | 20.7万股 | -139股-0.07% | 减仓 |
 WELLTOWER COMWELL |
| 3.62% | 3.63% | $5,905.4万 | 26.0万股 | $5,253.6万 | 26.6万股 | -5,538股-2.08% | 减仓 |
 亚马逊AMZN |
| 3.45% | 3.16% | $5,621.0万 | 23.6万股 | $4,563.3万 | 21.9万股 | +1.7万股+7.64% | 加仓 |
 迪尔DE |
| 3.44% | 3.51% | $5,612.6万 | 8.8万股 | $5,070.6万 | 9.0万股 | -1,535股-1.71% | 减仓 |
 美国合众银行USB |
| 3.38% | 3.31% | $5,510.6万 | 91.2万股 | $4,788.6万 | 92.1万股 | -8,346股-0.91% | 减仓 |
 默沙东MRK |
| 3.31% | 3.56% | $5,399.0万 | 42.0万股 | $5,142.7万 | 42.8万股 | -7,372股-1.72% | 减仓 |
 苹果AAPL |
| 3.31% | 3.23% | $5,397.5万 | 18.7万股 | $4,667.5万 | 18.4万股 | +2,621股+1.43% | 加仓 |
 强生JNJ |
| 3.17% | 3.5% | $5,173.3万 | 20.4万股 | $5,067.8万 | 20.7万股 | -3,626股-1.75% | 减仓 |
 嘉信理财SCHW |
| 3.09% | 3.59% | $5,037.1万 | 54.6万股 | $5,198.9万 | 55.3万股 | -7,283股-1.32% | 减仓 |
 Camden地产CPT |
| 3.05% | 2.88% | $4,966.0万 | 43.4万股 | $4,169.2万 | 42.7万股 | +6,836股+1.60% | 加仓 |
 芝加哥商品交易所CME |
| 2.92% | 4.32% | $4,752.9万 | 21.5万股 | $6,245.4万 | 21.1万股 | +3,773股+1.78% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 2.72% | 2.59% | $4,433.1万 | 19.8万股 | $3,751.5万 | 20.1万股 | -2,906股-1.44% | 减仓 |
 百事可乐PEP |
| 2.52% | 3.25% | $4,103.3万 | 30.3万股 | $4,693.8万 | 30.2万股 | +791股+0.26% | 加仓 |
 阿斯麦ASML |
| 2.51% | 1.9% | $4,093.3万 | 2.1万股 | $2,748.3万 | 2.1万股 | -232股-1.12% | 减仓 |
 HIGHWOODS PPTYSHIW |
| 2.38% | 1.9% | $3,874.7万 | 128.5万股 | $2,743.4万 | 128.1万股 | +3,370股+0.26% | 加仓 |
 CNA FINLCNA |
| 2.25% | 2.32% | $3,663.8万 | 75.4万股 | $3,353.2万 | 73.0万股 | +2.3万股+3.22% | 加仓 |
 宝洁PG |
| 2.24% | 2.32% | $3,644.6万 | 24.9万股 | $3,355.9万 | 23.2万股 | +1.6万股+6.97% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 2.2% | 2.42% | $3,581.8万 | 61.9万股 | $3,494.8万 | 60.6万股 | +1.3万股+2.14% | 加仓 |
 威瑞森VZ |
| 2.09% | 2.75% | $3,406.6万 | 80.5万股 | $3,974.6万 | 79.2万股 | +1.3万股+1.62% | 加仓 |
 可口可乐KO |
| 2.04% | 2.18% | $3,330.1万 | 41.0万股 | $3,158.7万 | 41.5万股 | -5,586股-1.34% | 减仓 |
 NUTRIENNTR |
| 2.04% | 2.8% | $3,320.9万 | 52.8万股 | $4,047.9万 | 53.6万股 | -8,892股-1.66% | 减仓 |
 COUSINS PPTYSCUZ |
| 1.92% | 1.61% | $3,122.1万 | 104.1万股 | $2,323.1万 | 102.9万股 | +1.2万股+1.18% | 加仓 |
 辉瑞PFE |
| 1.76% | 2.31% | $2,861.6万 | 118.8万股 | $3,336.0万 | 118.8万股 | +349股+0.03% | 加仓 |
 麦当劳MCD |
| 1.48% | 1.82% | $2,409.1万 | 8.9万股 | $2,627.8万 | 8.5万股 | +4,571股+5.41% | 加仓 |
 美敦力MDT |
| 1.43% | 1.63% | $2,323.2万 | 29.7万股 | $2,360.0万 | 27.2万股 | +2.5万股+9.03% | 加仓 |
 HERSHEY COMHSY |
| 1.29% | 1.67% | $2,095.5万 | 11.9万股 | $2,411.6万 | 11.6万股 | +3,431股+2.96% | 加仓 |
 诺和诺德NVO |
| 1.23% | 1.06% | $2,007.7万 | 41.9万股 | $1,532.2万 | 41.7万股 | +1,867股+0.45% | 加仓 |
 星座品牌STZ |
| 1.2% | 1.45% | $1,961.2万 | 14.1万股 | $2,100.8万 | 14.0万股 | +949股+0.68% | 加仓 |
| V先锋领航指数基金VOO |
| 1.14% | 1.11% | $1,865.8万 | 2.7万股 | $1,608.6万 | 2.7万股 | +246股+0.91% | 加仓 |
 PAYCHEX COMPAYX |
| 1.07% | — | $1,745.0万 | 17.7万股 | $0 | 0股 | +17.7万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 1.04% | 0.98% | $1,690.1万 | 3.4万股 | $1,420.0万 | 3.0万股 | +4,143股+13.98% | 加仓 |
 英伟达NVDA |
| 0.99% | 0.94% | $1,606.3万 | 8.0万股 | $1,357.8万 | 7.8万股 | +2,427股+3.12% | 加仓 |
 LEVI STRAUSS & NEWLEVI |
| 0.84% | 0.72% | $1,370.0万 | 55.2万股 | $1,048.4万 | 56.7万股 | -1.5万股-2.69% | 减仓 |
 DIAGEO SPON ADR NEWDEO |
| 0.83% | 0.87% | $1,344.8万 | 16.7万股 | $1,258.8万 | 16.9万股 | -1,784股-1.06% | 减仓 |
 微软MSFT |
| 0.78% | 0.79% | $1,268.7万 | 3.4万股 | $1,142.9万 | 3.1万股 | +3,135股+10.15% | 加仓 |
 霍尼韦尔HON |
| 0.71% | 1.57% | $1,160.7万 | 5.2万股 | $2,272.9万 | 10.1万股 | -4.9万股-48.45% | 减仓 |
 埃克森美孚XOM |
| 0.69% | 0.95% | $1,120.0万 | 8.2万股 | $1,375.6万 | 8.1万股 | +840股+1.04% | 加仓 |
 耐克NKE |
| 0.5% | 0.72% | $820.4万 | 20.0万股 | $1,037.3万 | 19.6万股 | +3,475股+1.77% | 加仓 |
 思科CSCO |
| 0.37% | 0.28% | $607.8万 | 5.2万股 | $399.9万 | 5.2万股 | +211股+0.41% | 加仓 |
 AMD超威AMD |
| 0.36% | 0.23% | $584.1万 | 1.0万股 | $336.1万 | 1.7万股 | -6,468股-39.15% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.35% | 0.36% | $563.1万 | 2.4万股 | $514.4万 | 2.4万股 | -122股-0.51% | 减仓 |
| Q高通QCOM |
| 0.34% | 0.29% | $560.8万 | 3.0万股 | $412.6万 | 3.2万股 | -1,690股-5.28% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.28% | $550.5万 | 1.6万股 | $407.2万 | 1.4万股 | +1,387股+9.77% | 加仓 |
 雪佛龙CVX |
| 0.3% | 0.42% | $496.1万 | 3.0万股 | $603.5万 | 2.9万股 | +756股+2.59% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.3% | 0.33% | $493.9万 | 3.1万股 | $471.1万 | 3.2万股 | -557股-1.75% | 减仓 |
 卡特彼勒CAT |
| 0.27% | 0.18% | $432.3万 | 4,060股 | $266.2万 | 3,757股 | +303股+8.06% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.23% | 0.25% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
