 强生JNJ |
| 8.72% | 9.61% | $2,590.5万 | 10.2万股 | $2,493.3万 | 10.2万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 7.38% | 7.6% | $2,193.1万 | 6.7万股 | $1,970.9万 | 6.7万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 4.48% | 3.41% | $1,331.1万 | 1.3万股 | $885.6万 | 1.3万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 4.19% | 5.27% | $1,245.9万 | 11.0万股 | $1,367.1万 | 11.0万股 | 00.00% | 持仓不变 |
 Globe LifeGL |
| 4.06% | 3.62% | $1,206.1万 | 6.8万股 | $939.4万 | 6.8万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 3.99% | 1.45% | $1,186.9万 | 8.5万股 | $375.1万 | 8.5万股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 3.89% | 3.66% | $1,156.9万 | 8.0万股 | $949.0万 | 8.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.93% | 3.31% | $870.2万 | 2.3万股 | $859.5万 | 2.3万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 2.85% | 3.04% | $846.4万 | 2.4万股 | $789.3万 | 2.4万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 2.69% | 2.89% | $800.5万 | 6.2万股 | $749.3万 | 6.2万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 2.47% | 2.78% | $733.2万 | 5.0万股 | $722.2万 | 5.0万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 2.43% | 1.32% | $723.0万 | 1.0万股 | $341.8万 | 1.0万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 2.37% | 1.79% | $704.8万 | 6.0万股 | $465.5万 | 6.0万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 2.37% | 3.37% | $704.3万 | 5.2万股 | $873.8万 | 5.2万股 | 00.00% | 持仓不变 |
 TransDigmTDG |
| 2.26% | 2.26% | $671.1万 | 5,065股 | $587.0万 | 5,065股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 2.05% | 2.15% | $608.4万 | 4.3万股 | $556.8万 | 4.3万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.69% | 1.68% | $503.3万 | 2.0万股 | $435.0万 | 2.0万股 | 00.00% | 持仓不变 |
 波音BA |
| 1.64% | 1.73% | $487.1万 | 2.3万股 | $447.8万 | 2.3万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 1.46% | 1.98% | $433.0万 | 8,500股 | $513.7万 | 8,500股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.43% | 1.33% | $425.5万 | 1.2万股 | $344.2万 | 1.2万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 1.37% | 1.4% | $408.0万 | 1.5万股 | $363.9万 | 1.5万股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 1.37% | 1.5% | $405.7万 | 1.5万股 | $390.4万 | 1.5万股 | 00.00% | 持仓不变 |
 NORFOLK SOUTHN COMNSC |
| 1.32% | 1.38% | $393.2万 | 1.3万股 | $358.8万 | 1.3万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 1.28% | 1.7% | $379.2万 | 15.7万股 | $442.2万 | 15.7万股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.27% | 1.38% | $378.8万 | 1.7万股 | $357.4万 | 1.7万股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.18% | 1.28% | $351.3万 | 6,630股 | $331.3万 | 6,630股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 1.14% | 1.04% | $337.6万 | 8,500股 | $270.4万 | 8,500股 | 00.00% | 持仓不变 |
 安费诺APH |
| 1.06% | 0.89% | $315.4万 | 1.8万股 | $230.0万 | 1.8万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 1.05% | 0.78% | $311.7万 | 7,500股 | $202.9万 | 7,500股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.04% | 1.05% | $308.3万 | 1.6万股 | $272.8万 | 1.6万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 1% | 0.75% | $298.1万 | 1.0万股 | $194.1万 | 1.0万股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 0.98% | 1.33% | $290.6万 | 1.0万股 | $345.2万 | 1.0万股 | 00.00% | 持仓不变 |
 IDEXX LABS COMIDXX |
| 0.94% | 1.14% | $280.5万 | 5,245股 | $294.7万 | 5,245股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 0.88% | 0.89% | $262.0万 | 1.2万股 | $230.0万 | 1.2万股 | 00.00% | 持仓不变 |
 艾利丹尼森AVY |
| 0.85% | 1.03% | $251.6万 | 1.6万股 | $267.7万 | 1.6万股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.81% | 0.98% | $242.0万 | 4.2万股 | $254.7万 | 4.2万股 | 00.00% | 持仓不变 |
 Live NationLYV |
| 0.81% | 0.76% | $241.6万 | 1.3万股 | $198.4万 | 1.3万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.77% | 0.75% | $227.9万 | 4.0万股 | $195.0万 | 4.0万股 | 00.00% | 持仓不变 |
 BWX科技BWXT |
| 0.76% | 0.92% | $225.3万 | 1.2万股 | $238.7万 | 1.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.72% | 0.71% | $213.3万 | 8,800股 | $183.3万 | 8,800股 | 00.00% | 持仓不变 |
| WWATSCOWSO |
| 0.69% | 0.7% | $205.2万 | 5,000股 | $181.9万 | 5,000股 | 00.00% | 持仓不变 |
 AXON ENTERPRISEAXON |
| 0.69% | 0.28% | $204.6万 | 3,390股 | $72.0万 | 1,695股 | +1,695股+100.00% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.67% | — | $197.8万 | 9,210股 | $0 | 0股 | +9,210股 | 新买入 |
 霍尼韦尔HON |
| 0.6% | 1.39% | $179.1万 | 8,000股 | $361.6万 | 1.6万股 | -8,000股-50.00% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.6% | — | $176.9万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
 雪佛龙CVX |
| 0.56% | 0.8% | $165.8万 | 1.0万股 | $206.9万 | 1.0万股 | 00.00% | 持仓不变 |
 COPART COMCPRT |
| 0.53% | 0.7% | $158.5万 | 5.5万股 | $181.9万 | 5.5万股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 0.52% | 0.57% | $154.8万 | 3.2万股 | $148.5万 | 3.2万股 | 00.00% | 持仓不变 |
| AAAONAAON |
| 0.52% | 0.41% | $153.7万 | 1.3万股 | $107.6万 | 1.3万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.51% | 0.59% | $151.8万 | 8,000股 | $154.3万 | 8,000股 | 00.00% | 持仓不变 |
