 康宁GLW |
| 4.47% | 2.84% | $1,250.1万 | 4.9万股 | $715.4万 | 5.3万股 | -3,673股-6.98% | 减仓 |
 艾伯维ABBV |
| 4.23% | 4.08% | $1,184.5万 | 4.7万股 | $1,028.1万 | 4.7万股 | -199股-0.42% | 减仓 |
| V先锋领航白厅基金VNQ |
| 4.2% | 4.46% | $1,174.8万 | 12.6万股 | $1,123.6万 | 12.7万股 | -1,208股-0.95% | 减仓 |
| IiShares安硕信托SGOV |
| 4.07% | 5.04% | $1,139.1万 | 11.3万股 | $1,269.3万 | 12.6万股 | -1.3万股-10.27% | 减仓 |
 思科CSCO |
| 4% | 3.94% | $1,118.4万 | 9.5万股 | $993.4万 | 12.8万股 | -3.3万股-25.63% | 减仓 |
 应用材料AMAT |
| 3.24% | 2.27% | $907.4万 | 1.3万股 | $571.3万 | 1.7万股 | -4,164股-24.91% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.22% | 3.46% | $901.9万 | 1.8万股 | $873.0万 | 1.8万股 | -194股-1.06% | 减仓 |
 强生JNJ |
| 2.9% | 3.14% | $812.3万 | 3.2万股 | $792.1万 | 3.2万股 | -418股-1.29% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 2.62% | 3.07% | $733.0万 | 22.9万股 | $774.8万 | 23.1万股 | -1,827股-0.79% | 减仓 |
 REGIONS FINANCIAL NEW COMRF |
| 2.44% | 2.39% | $683.6万 | 22.6万股 | $601.7万 | 23.0万股 | -3,987股-1.73% | 减仓 |
 UNUMUNM |
| 2.34% | 2.13% | $654.3万 | 7.3万股 | $537.5万 | 7.4万股 | -405股-0.55% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 2.12% | 2.39% | $593.5万 | 3.3万股 | $603.3万 | 3.3万股 | -428股-1.28% | 减仓 |
 METLIFE COMMET |
| 2.12% | 2.01% | $593.0万 | 7.0万股 | $505.8万 | 7.2万股 | -1,434股-2.01% | 减仓 |
 PAYCHEX COMPAYX |
| 1.87% | 1.97% | $522.9万 | 5.3万股 | $496.1万 | 5.4万股 | -677股-1.26% | 减仓 |
 雅培ABT |
| 1.85% | 2.34% | $517.0万 | 5.7万股 | $589.5万 | 5.7万股 | -437股-0.76% | 减仓 |
 NVENT ELECTRICNVT |
| 1.77% | 1.47% | $496.3万 | 2.9万股 | $370.0万 | 3.1万股 | -2,024股-6.47% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.75% | 1.86% | $489.1万 | 16.3万股 | $469.5万 | 15.6万股 | +6,812股+4.36% | 加仓 |
 FIRST SOLAR COMFSLR |
| 1.71% | 1.63% | $477.5万 | 2.0万股 | $410.0万 | 2.1万股 | -545股-2.62% | 减仓 |
| GGARMIN SHSGRMN |
| 1.62% | 1.77% | $453.3万 | 1.9万股 | $445.5万 | 1.9万股 | -119股-0.62% | 减仓 |
| EENERSYSENS |
| 1.61% | 1.35% | $450.0万 | 1.9万股 | $340.3万 | 2.0万股 | -345股-1.76% | 减仓 |
 微软MSFT |
| 1.58% | 1.79% | $442.0万 | 1.2万股 | $450.8万 | 1.2万股 | -328股-2.69% | 减仓 |
 赛莱默XYL |
| 1.56% | — | $436.3万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 Jack Henry & Associates, IncJKHY |
| 1.51% | 1.91% | $422.8万 | 3.1万股 | $480.2万 | 3.0万股 | +316股+1.04% | 加仓 |
 DocuSignDOCU |
| 1.41% | 1.72% | $395.4万 | 8.9万股 | $433.3万 | 9.1万股 | -2,375股-2.60% | 减仓 |
 ZoomZM |
| 1.41% | 1.5% | $393.5万 | 4.6万股 | $377.0万 | 4.7万股 | -1,305股-2.78% | 减仓 |
 Genuine Parts Co ComGPC |
| 1.31% | 1.37% | $367.9万 | 3.1万股 | $345.2万 | 3.3万股 | -1,458股-4.47% | 减仓 |
 PEMBINA PIPELINEPBA |
| 1.31% | 1.41% | $366.7万 | 7.9万股 | $355.2万 | 7.9万股 | -65股-0.08% | 减仓 |
 ADPADP |
| 1.28% | 1.28% | $358.7万 | 1.6万股 | $323.2万 | 1.6万股 | +110股+0.69% | 加仓 |
 CHURCH & DWIGHTCHD |
| 1.25% | 1.25% | $350.6万 | 3.6万股 | $314.5万 | 3.4万股 | +2,494股+7.40% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.24% | 1.26% | $347.6万 | 2.3万股 | $317.8万 | 2.0万股 | +2,754股+13.62% | 加仓 |
 固安捷GWW |
| 1.24% | 1.1% | $346.8万 | 2,549股 | $277.6万 | 2,545股 | +4股+0.16% | 加仓 |
 REALTY INCOME COMO |
| 1.16% | 1.28% | $325.5万 | 5.3万股 | $323.5万 | 5.3万股 | -337股-0.64% | 减仓 |
| VVALMONT INDSVMI |
| 1.14% | 0.92% | $319.2万 | 5,526股 | $232.5万 | 5,820股 | -294股-5.05% | 减仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 1.1% | 0.95% | $308.2万 | 1.7万股 | $238.3万 | 1.8万股 | -162股-0.92% | 减仓 |
 斯味可SJM |
| 1.1% | 1.05% | $306.7万 | 2.7万股 | $265.6万 | 2.8万股 | -286股-1.04% | 减仓 |
 艾默生电气EMR |
| 1.09% | 1.1% | $304.7万 | 2.1万股 | $277.9万 | 2.1万股 | +72股+0.34% | 加仓 |
 伊顿ETN |
| 1.04% | 1% | $291.4万 | 6,838股 | $251.0万 | 7,019股 | -181股-2.58% | 减仓 |
| IiShares安硕信托IUSV |
| 0.98% | 1.01% | $273.6万 | 2.5万股 | $253.9万 | 2.5万股 | +4股+0.02% | 加仓 |
 麦当劳MCD |
| 0.96% | 1.22% | $267.8万 | 9,905股 | $307.3万 | 9,887股 | +18股+0.18% | 加仓 |
 INGREDION COMINGR |
| 0.94% | 1.18% | $263.3万 | 2.8万股 | $296.2万 | 2.6万股 | +1,504股+5.72% | 加仓 |
| SSAFETY INSSAFT |
| 0.92% | 1.04% | $258.4万 | 3.5万股 | $262.2万 | 3.6万股 | -1,574股-4.36% | 减仓 |
 英伟达NVDA |
| 0.88% | 0.87% | $246.7万 | 1.2万股 | $218.7万 | 1.3万股 | -216股-1.72% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.84% | 0.87% | $236.4万 | 1.2万股 | $219.7万 | 1.2万股 | +39股+0.33% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.8% | 0.85% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.8% | 0.83% | $224.6万 | 2.8万股 | $209.0万 | 2.7万股 | +165股+0.60% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.74% | 0.62% | $205.9万 | 7,211股 | $156.3万 | 7,511股 | -300股-3.99% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.71% | 0.85% | $197.5万 | 4,512股 | $214.1万 | 4,512股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 0.65% | 0.69% | $182.9万 | 3.3万股 | $175.1万 | 1.7万股 | +1.6万股+97.19% | 加仓 |
 UMH PPTYSUMH |
| 0.59% | 0.62% | $166.3万 | 11.0万股 | $156.3万 | 10.8万股 | +1,489股+1.37% | 加仓 |
 礼来LLY |
| 0.59% | 0.5% | $163.9万 | 1,366股 | $125.5万 | 1,364股 | +2股+0.15% | 加仓 |
