 微软MSFT |
| 13.03% | 13.64% | $1,695.9万 | 4.5万股 | $1,686.7万 | 4.6万股 | -100股-0.22% | 减仓 |
| Q高通QCOM |
| 7.2% | 5.28% | $937.3万 | 5.1万股 | $653.2万 | 5.1万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 6.9% | 7.13% | $898.5万 | 1.8万股 | $880.9万 | 1.8万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 6.85% | 7.32% | $891.4万 | 1.6万股 | $905.4万 | 1.6万股 | 00.00% | 持仓不变 |
 ADPADP |
| 5.62% | 4.04% | $731.2万 | 3.3万股 | $499.8万 | 2.5万股 | +8,050股+32.72% | 加仓 |
 AMGEN COMAMGN |
| 5.37% | 5.5% | $699.8万 | 1.9万股 | $680.0万 | 1.9万股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 5.12% | 4.76% | $666.0万 | 6.5万股 | $588.4万 | 6.6万股 | -500股-0.76% | 减仓 |
 甲骨文ORCL |
| 4.46% | 4.71% | $580.3万 | 4.0万股 | $582.6万 | 4.0万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 3.87% | 3.91% | $504.1万 | 1.0万股 | $482.8万 | 1.0万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 3.4% | 3.35% | $442.5万 | 5.4万股 | $414.1万 | 5.4万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 3.35% | 3.94% | $435.8万 | 3.8万股 | $486.9万 | 3.9万股 | -700股-1.79% | 减仓 |
 PRICE T ROWE COMTROW |
| 3.3% | 2.76% | $430.3万 | 3.8万股 | $341.2万 | 3.8万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 3.26% | 4.07% | $424.5万 | 2.1万股 | $503.3万 | 2.1万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 3.21% | 4.22% | $417.6万 | 2.5万股 | $521.2万 | 2.5万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 3.1% | 3.05% | $403.0万 | 3.1万股 | $377.3万 | 3.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 2.15% | 2.81% | $279.5万 | 2.0万股 | $346.8万 | 2.0万股 | 00.00% | 持仓不变 |
 高露洁CL |
| 1.94% | 1.9% | $252.8万 | 2.8万股 | $235.0万 | 2.8万股 | 00.00% | 持仓不变 |
 FERRARI COMRACE |
| 1.69% | — | $219.7万 | 5,900股 | $0 | 0股 | +5,900股 | 新买入 |
 ONEOKOKE |
| 1.64% | 1.79% | $213.1万 | 2.5万股 | $221.5万 | 2.5万股 | 00.00% | 持仓不变 |
 哈勃HUBB |
| 1.55% | 1.53% | $201.4万 | 3,850股 | $188.9万 | 3,850股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.48% | 1.6% | $192.4万 | 5.2万股 | $198.1万 | 5.2万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 1.26% | 1.54% | $163.6万 | 6.8万股 | $190.8万 | 6.8万股 | 00.00% | 持仓不变 |
 HERSHEY COMHSY |
| 1.14% | 1.42% | $148.6万 | 8,470股 | $176.1万 | 8,470股 | 00.00% | 持仓不变 |
 SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 1.01% | 0.83% | $131.7万 | 4.5万股 | $102.9万 | 4.5万股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 1.01% | 1.24% | $131.2万 | 5.3万股 | $153.4万 | 5.3万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.98% | 0.97% | $127.4万 | 3,892股 | $120.4万 | 4,092股 | -200股-4.89% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.79% | 0.71% | $102.3万 | 7,700股 | $87.8万 | 7,700股 | 00.00% | 持仓不变 |
 LIBERTY LIVELLYVK |
| 0.74% | 0.71% | $96.6万 | 9,538股 | $87.4万 | 9,538股 | 00.00% | 持仓不变 |
| DDOLBY LABORATORIESDLB |
| 0.71% | 0.86% | $92.8万 | 1.8万股 | $106.0万 | 1.8万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.59% | 0.74% | $77.0万 | 1.8万股 | $91.3万 | 1.8万股 | 00.00% | 持仓不变 |
 华纳兄弟探索WBD |
| 0.51% | 0.55% | $65.9万 | 2.5万股 | $67.8万 | 2.5万股 | 00.00% | 持仓不变 |
 金佰利KMB |
| 0.49% | 0.45% | $63.4万 | 5,775股 | $55.7万 | 5,775股 | 00.00% | 持仓不变 |
 壳牌SHEL |
| 0.48% | 0.6% | $62.1万 | 8,015股 | $74.5万 | 8,015股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.39% | 0.38% | $51.3万 | 4,775股 | $47.0万 | 4,775股 | 00.00% | 持仓不变 |
 LIBERTY LIVELLYVK |
| 0.37% | 0.35% | $48.4万 | 4,579股 | $43.1万 | 4,579股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.31% | 0.32% | $40.2万 | 2,743股 | $39.6万 | 2,743股 | 00.00% | 持仓不变 |
 PLAINS ALL AMERN PIPELINE LPAA |
| 0.29% | 0.31% | $37.8万 | 1.7万股 | $38.0万 | 1.7万股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.26% | 0.38% | $33.9万 | 1.6万股 | $47.5万 | 1.6万股 | 00.00% | 持仓不变 |
 KINDER MORGAN DEL COMKMI |
| 0.19% | 0.21% | $24.9万 | 7,800股 | $26.2万 | 7,800股 | 00.00% | 持仓不变 |
 GENERAL MILLS COMGIS |
| 0.03% | 0.03% | $3.7万 | 1,066股 | $4.0万 | 1,066股 | 00.00% | 持仓不变 |
