| AAlphabet Inc Class CGOOG |
| 9.36% | 9.34% | $3,501.4万 | 9.9万股 | $2,875.4万 | 10.0万股 | -1,141股-1.14% | 减仓 |
 微软MSFT |
| 7.49% | 9.02% | $2,801.7万 | 7.5万股 | $2,775.2万 | 7.5万股 | +138股+0.18% | 加仓 |
| BBerkshire Hathaway - B |
| 5.63% | 6.74% | $2,106.4万 | 4.2万股 | $2,075.1万 | 4.3万股 | -1,209股-2.79% | 减仓 |
 思科CSCO |
| 4.79% | 3.87% | $1,793.1万 | 15.3万股 | $1,190.7万 | 15.3万股 | -810股-0.53% | 减仓 |
 罗克韦尔自动化ROK |
| 4.13% | 3.68% | $1,544.2万 | 3.1万股 | $1,133.9万 | 3.2万股 | -404股-1.28% | 减仓 |
| T赛默飞世尔TMO |
| 3.95% | 4.77% | $1,479.5万 | 3.0万股 | $1,467.5万 | 3.0万股 | -346股-1.16% | 减仓 |
 雷神技术RTX |
| 3.86% | 4.86% | $1,443.8万 | 7.6万股 | $1,496.4万 | 7.8万股 | -1,475股-1.90% | 减仓 |
 L3哈里斯LHX |
| 3.61% | 5.25% | $1,350.2万 | 4.6万股 | $1,614.7万 | 4.7万股 | -319股-0.68% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 3.5% | 3.9% | $1,310.9万 | 4.2万股 | $1,201.7万 | 4.2万股 | -203股-0.48% | 减仓 |
 强生JNJ |
| 3.36% | 3.89% | $1,256.2万 | 4.9万股 | $1,197.1万 | 4.9万股 | +490股+1.00% | 加仓 |
| N新纪元能源NEE |
| 3.1% | — | $1,161.2万 | 13.2万股 | $0 | 0股 | +13.2万股 | 新买入 |
 艺康ECL |
| 2.77% | 3.18% | $1,038.0万 | 3.7万股 | $977.2万 | 3.7万股 | +520股+1.42% | 加仓 |
 ILLINOIS TOOLITW |
| 2.74% | 3.16% | $1,026.6万 | 3.8万股 | $973.8万 | 3.7万股 | +543股+1.45% | 加仓 |
 CARRIER GLOBALCARR |
| 2.74% | 2.58% | $1,023.6万 | 14.0万股 | $793.1万 | 14.1万股 | -1,287股-0.91% | 减仓 |
 艾伯维ABBV |
| 2.63% | — | $982.8万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 CHURCH & DWIGHTCHD |
| 2.57% | 3.03% | $961.2万 | 9.9万股 | $933.4万 | 10.0万股 | -798股-0.80% | 减仓 |
 博通AVGO |
| 2.4% | 2.37% | $899.0万 | 2.4万股 | $728.6万 | 2.4万股 | +260股+1.10% | 加仓 |
 宝洁PG |
| 2.26% | 2.73% | $847.0万 | 5.8万股 | $840.2万 | 5.8万股 | -408股-0.70% | 减仓 |
 林德LIN |
| 2.17% | 2.48% | $811.9万 | 1.6万股 | $764.1万 | 1.5万股 | +232股+1.51% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 2.16% | 1.88% | $807.6万 | 8.9万股 | $577.2万 | 8.9万股 | -775股-0.87% | 减仓 |
 苹果AAPL |
| 2.1% | 2.24% | $786.1万 | 2.7万股 | $689.5万 | 2.7万股 | 00.00% | 持仓不变 |
 安桥ENB |
| 2.06% | 2.51% | $771.2万 | 14.2万股 | $771.0万 | 14.2万股 | -150股-0.11% | 减仓 |
 百事可乐PEP |
| 1.88% | 2.64% | $704.1万 | 5.2万股 | $813.5万 | 5.2万股 | -382股-0.73% | 减仓 |
 雅培ABT |
| 1.87% | 2.57% | $699.6万 | 7.7万股 | $789.9万 | 7.7万股 | +165股+0.21% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 1.71% | 2.1% | $638.9万 | 11.0万股 | $645.7万 | 11.2万股 | -1,552股-1.39% | 减仓 |
 英伟达NVDA |
| 1.48% | — | $554.5万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 REPUBLIC SVCSRSG |
| 0.92% | 1.18% | $343.8万 | 1.6万股 | $362.6万 | 1.7万股 | -420股-2.54% | 减仓 |
 摩根大通JPM |
| 0.77% | — | $286.8万 | 8,762股 | $0 | 0股 | +8,762股 | 新买入 |
| IIBMIBM |
| 0.73% | 0.76% | $272.4万 | 9,685股 | $235.2万 | 9,705股 | -20股-0.21% | 减仓 |
 威瑞森VZ |
| 0.73% | — | $272.3万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 伊顿ETN |
| 0.72% | 0.45% | $270.3万 | 1.3万股 | $138.0万 | 3,857股 | +8,834股+229.04% | 加仓 |
 谷歌AGOOGL |
| 0.61% | 0.6% | $229.0万 | 6,408股 | $184.3万 | 6,408股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.6% | 0.64% | $225.3万 | 9,453股 | $196.9万 | 9,453股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.58% | 0.09% | $217.5万 | 3,167股 | $26.9万 | 450股 | +2,717股+603.78% | 加仓 |
 康菲石油COP |
| 0.53% | — | $199.7万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.47% | 0.19% | $175.7万 | 2,353股 | $57.0万 | 876股 | +1,477股+168.61% | 加仓 |
 雪佛龙CVX |
| 0.43% | 0.65% | $159.1万 | 9,599股 | $199.2万 | 9,629股 | -30股-0.31% | 减仓 |
 迪士尼DIS |
| 0.41% | 0.61% | $152.7万 | 1.6万股 | $187.8万 | 1.9万股 | -3,625股-18.60% | 减仓 |
 默沙东MRK |
| 0.37% | 0.42% | $137.5万 | 1.1万股 | $128.7万 | 1.1万股 | 00.00% | 持仓不变 |
 OTIS WORLDWIDEOTIS |
| 0.34% | 0.58% | $126.2万 | 1.8万股 | $178.2万 | 2.3万股 | -5,496股-23.78% | 减仓 |
 礼来LLY |
| 0.29% | 0.28% | $108.1万 | 901股 | $85.2万 | 926股 | -25股-2.70% | 减仓 |
| SSPDR黄金信托GLD |
| 0.28% | — | $105.5万 | 2,865股 | $0 | 0股 | +2,865股 | 新买入 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.27% | — | $100.2万 | 1,425股 | $0 | 0股 | +1,425股 | 新买入 |
 AMGEN COMAMGN |
| 0.24% | 0.28% | $88.2万 | 2,436股 | $85.7万 | 2,436股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.23% | 0.26% | $85.3万 | 2,419股 | $80.9万 | 2,459股 | -40股-1.63% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.23% | 0.23% | $84.9万 | 2,825股 | $70.1万 | 2,825股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.21% | 0.27% | $77.9万 | 833股 | $82.0万 | 823股 | +10股+1.22% | 加仓 |
 万事达MA |
| 0.21% | — | $76.9万 | 1,498股 | $0 | 0股 | +1,498股 | 新买入 |
 沃尔玛WMT |
| 0.19% | 0.24% | $70.7万 | 6,241股 | $73.7万 | 5,929股 | +312股+5.26% | 加仓 |
| FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF |
| 0.18% | — | $67.4万 | 7,500股 | $0 | 0股 | +7,500股 | 新买入 |
