 卡特彼勒CAT |
| 10.54% | 7.97% | $1,789.4万 | 1.7万股 | $1,190.4万 | 1.7万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 10.47% | 10.75% | $1,776.6万 | 5.4万股 | $1,605.4万 | 5.5万股 | -300股-0.55% | 减仓 |
 REALTY INCOME COMO |
| 5.07% | 5.71% | $859.8万 | 13.9万股 | $853.2万 | 13.9万股 | -680股-0.49% | 减仓 |
| V先锋领航指数基金VOO |
| 4.15% | 3.87% | $704.7万 | 1.0万股 | $577.7万 | 9,667股 | +594股+6.14% | 加仓 |
 GATXGATX |
| 3.86% | 4.23% | $655.6万 | 3.7万股 | $631.7万 | 3.7万股 | 00.00% | 持仓不变 |
| NNRG ENERGYNRG |
| 3.79% | 4.31% | $642.7万 | 4.4万股 | $643.0万 | 4.4万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 3.32% | 3.08% | $562.8万 | 9.9万股 | $459.5万 | 9.4万股 | +4,510股+4.78% | 加仓 |
| V先锋领航指数基金VUG |
| 3.27% | 3.14% | $555.6万 | 6.5万股 | $469.6万 | 1.1万股 | +5.4万股+500.04% | 加仓 |
 苹果AAPL |
| 3.03% | 2.93% | $514.4万 | 1.8万股 | $437.2万 | 1.7万股 | +550股+3.19% | 加仓 |
 联合太平洋铁路UNP |
| 2.66% | 2.7% | $451.8万 | 1.7万股 | $403.0万 | 1.7万股 | 00.00% | 持仓不变 |
 RYDER SYSR |
| 2.62% | 2.31% | $444.1万 | 1.7万股 | $344.7万 | 1.7万股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 2.43% | 2.38% | $413.3万 | 6.8万股 | $355.9万 | 6.8万股 | 00.00% | 持仓不变 |
 GREENBRIER COSGBX |
| 2.35% | 2.87% | $399.3万 | 8.1万股 | $429.0万 | 8.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 2.06% | 2.82% | $349.7万 | 2.6万股 | $421.8万 | 2.5万股 | +720股+2.90% | 加仓 |
 AGREE RLTYADC |
| 1.99% | 2.02% | $338.0万 | 4.5万股 | $301.7万 | 4.0万股 | +4,600股+11.49% | 加仓 |
 艾伯维ABBV |
| 1.88% | 1.81% | $318.9万 | 1.3万股 | $270.2万 | 1.2万股 | +250股+2.01% | 加仓 |
 GE航空GE |
| 1.72% | 1.49% | $292.4万 | 7,825股 | $222.1万 | 7,825股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.65% | 1.75% | $280.0万 | 7,507股 | $262.0万 | 7,077股 | +430股+6.08% | 加仓 |
 EVERGY COMEVRG |
| 1.62% | 1.64% | $274.5万 | 3.2万股 | $245.1万 | 3.0万股 | +1,850股+6.18% | 加仓 |
| T泰森食品TSN |
| 1.54% | 1.76% | $260.8万 | 4.6万股 | $262.4万 | 4.1万股 | +4,600股+11.23% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.38% | 1.27% | $234.8万 | 4,692股 | $189.4万 | 3,952股 | +740股+18.72% | 加仓 |
 GE VernovaGEV |
| 1.35% | 1.14% | $229.8万 | 1,956股 | $170.7万 | 1,956股 | 00.00% | 持仓不变 |
 IRON MTN DEL COMIRM |
| 1.29% | 1.09% | $218.5万 | 1.7万股 | $162.1万 | 1.6万股 | +1,430股+9.01% | 加仓 |
 家得宝HD |
| 1.28% | 1.35% | $216.5万 | 6,139股 | $201.9万 | 6,139股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 1.15% | 1.13% | $195.0万 | 4.1万股 | $168.4万 | 4.1万股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 1.08% | 1.17% | $183.2万 | 2.9万股 | $174.1万 | 3.0万股 | -490股-1.65% | 减仓 |
 福特F |
| 1.05% | 1.14% | $178.8万 | 12.9万股 | $170.3万 | 14.8万股 | -1.9万股-12.87% | 减仓 |
 沃尔玛WMT |
| 1.04% | 1.07% | $176.7万 | 1.6万股 | $159.1万 | 1.3万股 | +2,800股+21.88% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.04% | 0.86% | $176.2万 | 4,986股 | $128.5万 | 4,479股 | +507股+11.32% | 加仓 |
| Q高通QCOM |
| 0.97% | 0.77% | $164.5万 | 8,902股 | $114.6万 | 8,902股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.87% | 0.58% | $147.4万 | 4,945股 | $86.1万 | 4,435股 | +510股+11.50% | 加仓 |
| AAT&TT |
| 0.86% | 1.25% | $146.4万 | 7.1万股 | $186.2万 | 6.4万股 | +6,500股+10.12% | 加仓 |
 辉瑞PFE |
| 0.86% | 0.85% | $145.7万 | 6.1万股 | $127.0万 | 4.5万股 | +1.5万股+33.83% | 加仓 |
 OMEGA HEALTHCARE INVSOHI |
| 0.85% | 0.78% | $144.7万 | 3.0万股 | $116.3万 | 2.7万股 | +3,800股+14.32% | 加仓 |
 KRAFT HEINZ COMKHC |
| 0.82% | 0.89% | $138.9万 | 5.9万股 | $132.3万 | 5.9万股 | 00.00% | 持仓不变 |
| LLXP INDUSTRIAL TRUSTLXP |
| 0.79% | 0.77% | $133.6万 | 2.5万股 | $114.7万 | 2.5万股 | 00.00% | 持仓不变 |
| GGE医疗GEHC |
| 0.78% | 0.75% | $131.8万 | 2.1万股 | $112.4万 | 1.6万股 | +4,800股+30.39% | 加仓 |
 TARGET COMTGT |
| 0.76% | 0.71% | $129.8万 | 9,940股 | $105.4万 | 8,700股 | +1,240股+14.25% | 加仓 |
| G通用动力VTI |
| 0.76% | 0.75% | $128.9万 | 3,484股 | $111.8万 | 3,484股 | 00.00% | 持仓不变 |
 康菲石油COP |
| 0.65% | 0.94% | $110.9万 | 1.1万股 | $140.8万 | 1.1万股 | 00.00% | 持仓不变 |
 纽柯钢铁NUE |
| 0.62% | 0.54% | $105.8万 | 4,750股 | $80.3万 | 4,750股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.57% | 0.57% | $96.9万 | 1.1万股 | $85.3万 | 9,186股 | +1,850股+20.14% | 加仓 |
 杜克能源DUK |
| 0.56% | 0.66% | $95.8万 | 7,565股 | $99.1万 | 7,565股 | 00.00% | 持仓不变 |
 好事达ALL |
| 0.52% | 0.51% | $88.2万 | 3,708股 | $76.9万 | 3,708股 | 00.00% | 持仓不变 |
| VV FVFC |
| 0.52% | 0.48% | $87.9万 | 5.3万股 | $71.9万 | 4.2万股 | +1.0万股+24.57% | 加仓 |
 南方电力SO |
| 0.5% | 0.58% | $85.7万 | 8,950股 | $86.4万 | 8,950股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.5% | 0.56% | $84.8万 | 5,785股 | $83.6万 | 5,785股 | 00.00% | 持仓不变 |
 CORTEVA COMCTVA |
| 0.43% | 0.48% | $73.2万 | 8,644股 | $71.0万 | 8,476股 | +168股+1.98% | 加仓 |
 摩根士丹利MS |
| 0.42% | 0.38% | $71.5万 | 3,420股 | $56.3万 | 3,420股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.41% | 0.44% | $69.0万 | 2,717股 | $66.4万 | 2,717股 | 00.00% | 持仓不变 |
