 伯克希尔哈撒韦BRK.A |
| 38.05% | 36.54% | $1.93亿 | 500股 | $1.74亿 | 500股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.45% | 3.51% | $1,241.4万 | 10.2万股 | $1,670.5万 | 12.6万股 | -2.4万股-19.28% | 减仓 |
 CINTAS COMCTAS |
| 2.25% | 2.44% | $1,139.4万 | 3.3万股 | $1,159.3万 | 3.3万股 | +584股+1.78% | 加仓 |
 TRACTOR SUPPLY COMTSCO |
| 2.23% | 1.86% | $1,131.2万 | 6.4万股 | $884.3万 | 6.3万股 | +977股+1.55% | 加仓 |
 TOOTSIE ROLL INDSTR |
| 2.2% | 1.43% | $1,116.6万 | 33.7万股 | $678.3万 | 22.8万股 | +10.9万股+47.57% | 加仓 |
| N新纪元能源NEE |
| 1.95% | 2.08% | $985.8万 | 13.0万股 | $989.6万 | 12.8万股 | +2,110股+1.64% | 加仓 |
 亚马逊AMZN |
| 1.9% | 2.08% | $961.9万 | 3,109股 | $987.8万 | 3,033股 | +76股+2.51% | 加仓 |
 财捷INTU |
| 1.89% | 1.97% | $957.3万 | 2.5万股 | $936.8万 | 2.5万股 | +328股+1.33% | 加仓 |
 嘉信理财SCHW |
| 1.87% | 1.58% | $948.6万 | 14.6万股 | $749.7万 | 14.1万股 | +4,184股+2.96% | 加仓 |
 联合太平洋铁路UNP |
| 1.86% | 1.84% | $943.6万 | 4.3万股 | $875.6万 | 4.2万股 | +760股+1.81% | 加仓 |
 VisaV |
| 1.85% | 1.98% | $935.3万 | 4.4万股 | $941.2万 | 4.3万股 | +1,148股+2.67% | 加仓 |
 空气化工APD |
| 1.84% | 1.87% | $933.0万 | 3.3万股 | $888.3万 | 3.3万股 | +649股+2.00% | 加仓 |
| RROLLINS COMROL |
| 1.83% | 2.15% | $929.3万 | 27.0万股 | $1,021.3万 | 26.1万股 | +8,566股+3.28% | 加仓 |
 宝洁PG |
| 1.8% | 1.92% | $910.3万 | 6.7万股 | $913.7万 | 6.6万股 | +1,550股+2.36% | 加仓 |
 ADPADP |
| 1.78% | 1.73% | $904.3万 | 4.8万股 | $824.5万 | 4.7万股 | +1,191股+2.55% | 加仓 |
 好市多COST |
| 1.78% | 1.97% | $899.8万 | 2.6万股 | $938.3万 | 2.5万股 | +625股+2.51% | 加仓 |
 安费诺APH |
| 1.74% | 1.79% | $880.3万 | 13.3万股 | $854.0万 | 6.5万股 | +6.8万股+104.34% | 加仓 |
 MCCORMICK & COM NON VTGMKC |
| 1.72% | 1.9% | $870.3万 | 9.8万股 | $904.4万 | 9.5万股 | +3,007股+3.18% | 加仓 |
 多佛DOV |
| 1.7% | 1.62% | $863.6万 | 6.3万股 | $772.6万 | 6.1万股 | +1,779股+2.91% | 加仓 |
| B巴里克黄金GOLD |
| 1.68% | 1.2% | $853.1万 | 43.1万股 | $569.7万 | 25.0万股 | +18.1万股+72.29% | 加仓 |
 DANAHER DEL COMDHR |
| 1.68% | 2.2% | $849.4万 | 3.8万股 | $1,049.4万 | 4.7万股 | -9,505股-20.12% | 减仓 |
 TJXTJX |
| 1.65% | 1.78% | $838.4万 | 12.7万股 | $848.3万 | 12.4万股 | +2,526股+2.03% | 加仓 |
 雷诺士LII |
| 1.65% | 1.5% | $838.4万 | 2.7万股 | $714.6万 | 2.6万股 | +823股+3.16% | 加仓 |
 CLOROX DELCLX |
| 1.65% | 1.78% | $836.3万 | 4.3万股 | $846.5万 | 4.2万股 | +1,438股+3.43% | 加仓 |
 AMGEN COMAMGN |
| 1.63% | 1.55% | $824.8万 | 3.3万股 | $738.3万 | 3.2万股 | +1,042股+3.25% | 加仓 |
 RPM INTLRPM |
| 1.62% | 1.65% | $820.5万 | 8.9万股 | $783.2万 | 8.6万股 | +3,054股+3.54% | 加仓 |
| WWEC ENERGY COMIDU |
| 1.55% | 1.55% | $787.6万 | 8.4万股 | $738.8万 | 8.0万股 | +3,873股+4.82% | 加仓 |
 VAIL RESORTSMTN |
| 1.55% | 1.52% | $784.8万 | 2.7万股 | $723.8万 | 2.6万股 | +963股+3.71% | 加仓 |
 POOLPOOL |
| 1.49% | 1.65% | $757.5万 | 2.2万股 | $785.3万 | 2.1万股 | +859股+4.07% | 加仓 |
 强生JNJ |
| 1.44% | 1.4% | $727.6万 | 4.4万股 | $664.3万 | 4.2万股 | +2,064股+4.89% | 加仓 |
 WASTE MGMT DELWM |
| 1.41% | 1.3% | $713.9万 | 5.5万股 | $616.4万 | 5.2万股 | +3,063股+5.86% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.29% | 1.33% | $655.0万 | 2.7万股 | $632.3万 | 2.5万股 | +1,667股+6.60% | 加仓 |
 SCHEIN HENRYHSIC |
| 1.25% | 1.18% | $634.1万 | 9.2万股 | $561.9万 | 8.4万股 | +7,535股+8.97% | 加仓 |
 美国包装PKG |
| 1.22% | 1.21% | $620.2万 | 4.6万股 | $576.2万 | 4.2万股 | +4,337股+10.38% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.16% | 1.06% | $588.5万 | 2.3万股 | $506.8万 | 2.2万股 | +1,181股+5.40% | 加仓 |
 雪佛龙CVX |
| 1.06% | 0.82% | $536.0万 | 5.1万股 | $390.9万 | 4.6万股 | +4,856股+10.49% | 加仓 |
 FORTIVE COMFTV |
| 0.98% | 0.85% | $495.1万 | 7.0万股 | $405.4万 | 5.7万股 | +1.3万股+22.44% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.14% | 0.13% | $72.2万 | 349股 | $61.1万 | 349股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.14% | 0.12% | $68.9万 | 334股 | $58.5万 | 334股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.13% | 0.13% | $64.0万 | 3,469股 | $61.4万 | 3,388股 | +81股+2.39% | 加仓 |
 家得宝HD |
| 0.08% | 0.07% | $38.6万 | 1,263股 | $32.8万 | 1,236股 | +27股+2.18% | 加仓 |
 联合包裹UPSUPS |
| 0.07% | 0.12% | $36.6万 | 2,152股 | $55.9万 | 3,318股 | -1,166股-35.14% | 减仓 |
 雷神技术RTX |
| 0.07% | 0.07% | $35.4万 | 4,578股 | $32.7万 | 4,578股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.07% | 0.07% | $35.2万 | 945股 | $31.4万 | 895股 | +50股+5.59% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.07% | 0.07% | $35.1万 | 2,645股 | $32.5万 | 2,500股 | +145股+5.80% | 加仓 |
 迪尔DE |
| 0.07% | 0.05% | $33.6万 | 897股 | $24.3万 | 903股 | -6股-0.66% | 减仓 |
 3M COMMMM |
| 0.07% | 0.06% | $33.4万 | 1,735股 | $30.3万 | 1,735股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.07% | 0.07% | $33.0万 | 1,000股 | $32.7万 | 1,000股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.06% | 0.06% | $32.7万 | 2,148股 | $27.3万 | 2,148股 | 00.00% | 持仓不变 |
 VANDA PHARMACEUTICALSVNDA |
| 0.06% | 0.06% | $30.0万 | 2.0万股 | $26.3万 | 2.0万股 | 00.00% | 持仓不变 |
