| AAlphabet Inc Class CGOOG |
| 5.77% | 5.53% | $2,668.7万 | 8.5万股 | $2,543.4万 | 10.5万股 | -1.9万股-18.51% | 减仓 |
 康宁GLW |
| 5.04% | 5.46% | $2,331.3万 | 26.6万股 | $2,509.6万 | 30.6万股 | -4.0万股-12.97% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 4.98% | 5.19% | $2,304.9万 | 10.1万股 | $2,386.5万 | 10.9万股 | -7,400股-6.81% | 减仓 |
 摩根大通JPM |
| 4.87% | 4.91% | $2,250.7万 | 7.0万股 | $2,257.3万 | 7.2万股 | -1,712股-2.39% | 减仓 |
 苹果AAPL |
| 4.72% | 4.52% | $2,184.5万 | 8.0万股 | $2,078.0万 | 8.2万股 | -1,255股-1.54% | 减仓 |
 亚马逊AMZN |
| 4.71% | 4.57% | $2,179.1万 | 9.4万股 | $2,103.0万 | 9.6万股 | -1,370股-1.43% | 减仓 |
 微软MSFT |
| 4.68% | 5.15% | $2,166.7万 | 4.5万股 | $2,367.0万 | 4.6万股 | -899股-1.97% | 减仓 |
 VisaV |
| 4.61% | 4.53% | $2,130.9万 | 6.1万股 | $2,083.2万 | 6.1万股 | -262股-0.43% | 减仓 |
 AMGEN COMAMGN |
| 4.51% | 4.02% | $2,085.9万 | 6.4万股 | $1,846.4万 | 6.5万股 | -1,700股-2.60% | 减仓 |
 艾默生电气EMR |
| 4.42% | 4.47% | $2,044.7万 | 15.4万股 | $2,053.8万 | 15.7万股 | -2,500股-1.60% | 减仓 |
 安桥ENB |
| 4.36% | 4.7% | $2,014.5万 | 42.1万股 | $2,159.6万 | 42.8万股 | -6,795股-1.59% | 减仓 |
 贝莱德·INC COMBLK |
| 4.33% | 4.78% | $2,003.8万 | 1.9万股 | $2,197.0万 | 1.9万股 | -123股-0.65% | 减仓 |
 美敦力MDT |
| 4.26% | 4.46% | $1,972.6万 | 20.5万股 | $2,048.7万 | 21.5万股 | -9,755股-4.53% | 减仓 |
| N新纪元能源NEE |
| 4.19% | 4.05% | $1,939.4万 | 24.2万股 | $1,860.0万 | 24.6万股 | -4,815股-1.95% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.12% | 3.99% | $1,907.5万 | 3.8万股 | $1,832.7万 | 3.6万股 | +1,493股+4.10% | 加仓 |
 百事可乐PEP |
| 4.06% | 4.03% | $1,878.7万 | 13.1万股 | $1,853.5万 | 13.2万股 | -1,075股-0.81% | 减仓 |
 雪佛龙CVX |
| 4.03% | 4.17% | $1,863.9万 | 12.2万股 | $1,918.7万 | 12.4万股 | -1,260股-1.02% | 减仓 |
 空气化工APD |
| 4.02% | 3.79% | $1,859.6万 | 7.5万股 | $1,744.8万 | 6.4万股 | +1.1万股+17.67% | 加仓 |
 德州仪器TXN |
| 4.02% | 3.88% | $1,859.1万 | 10.7万股 | $1,786.2万 | 9.7万股 | +9,940股+10.22% | 加仓 |
 霍尼韦尔HON |
| 4% | 3.98% | $1,848.2万 | 9.5万股 | $1,831.5万 | 8.7万股 | +7,730股+8.88% | 加仓 |
 加拿大国家铁路CNI |
| 3.81% | 3.57% | $1,762.1万 | 17.8万股 | $1,642.9万 | 17.4万股 | +4,040股+2.32% | 加仓 |
 ZOETIS CL AZTS |
| 3.55% | 3.45% | $1,642.6万 | 13.1万股 | $1,587.1万 | 10.8万股 | +2.2万股+20.36% | 加仓 |
 英伟达NVDA |
| 1.58% | 1.59% | $730.4万 | 3.9万股 | $730.7万 | 3.9万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.58% | 0.56% | $269.0万 | 7,773股 | $259.6万 | 7,870股 | -97股-1.23% | 减仓 |
 谷歌AGOOGL |
| 0.33% | 0.26% | $154.9万 | 4,935股 | $121.4万 | 4,985股 | -50股-1.00% | 减仓 |
 好市多COST |
| 0.16% | 0.17% | $73.5万 | 852股 | $78.9万 | 852股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.13% | 0.13% | $61.4万 | 4,000股 | $57.8万 | 4,000股 | 00.00% | 持仓不变 |
 艾利丹尼森AVY |
| 0.06% | 0.05% | $26.8万 | 1,472股 | $23.9万 | 1,472股 | 00.00% | 持仓不变 |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 0.05% | — | $24.9万 | 3,750股 | $0 | 0股 | +3,750股 | 新买入 |
| LLINDBLAD EXPEDITIONS ILIND |
| 0.04% | 0.03% | $17.3万 | 1.2万股 | $15.4万 | 1.2万股 | 00.00% | 持仓不变 |
