| G通用动力VTI |
| 16.01% | 16.78% | $1.21亿 | 32.6万股 | $1.05亿 | 32.6万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 14.91% | 12.72% | $1.12亿 | 16.4万股 | $7,935.5万 | 13.3万股 | +3.1万股+23.34% | 加仓 |
 强生JNJ |
| 2.84% | 3.02% | $2,145.1万 | 8.4万股 | $1,882.2万 | 7.7万股 | +7,462股+9.69% | 加仓 |
 摩根大通JPM |
| 2.83% | 2.79% | $2,136.5万 | 6.5万股 | $1,741.3万 | 5.9万股 | +6,075股+10.26% | 加仓 |
 沃尔玛WMT |
| 2.76% | 3.35% | $2,079.1万 | 18.4万股 | $2,091.2万 | 16.8万股 | +1.5万股+9.09% | 加仓 |
 德州仪器TXN |
| 2.7% | 1.93% | $2,036.0万 | 6.8万股 | $1,202.4万 | 6.2万股 | +6,372股+10.29% | 加仓 |
 PHILIP MORRIS INTLPM |
| 2.53% | 2.53% | $1,905.1万 | 10.5万股 | $1,580.6万 | 9.6万股 | +9,708股+10.16% | 加仓 |
 苹果AAPL |
| 2.38% | 2.25% | $1,794.8万 | 6.2万股 | $1,406.8万 | 5.5万股 | +6,595股+11.90% | 加仓 |
 VisaV |
| 2.24% | 2.13% | $1,690.8万 | 4.9万股 | $1,326.6万 | 4.4万股 | +5,391股+12.28% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.19% | 2.25% | $1,652.7万 | 3.3万股 | $1,405.9万 | 2.9万股 | +3,690股+12.58% | 加仓 |
 联合健康UNH |
| 2.12% | 1.47% | $1,600.6万 | 3.9万股 | $918.7万 | 3.4万股 | +4,557股+13.42% | 加仓 |
 嘉信理财SCHW |
| 2.05% | 2.27% | $1,544.3万 | 16.7万股 | $1,414.1万 | 15.0万股 | +1.7万股+11.23% | 加仓 |
 西屋制动WAB |
| 2.05% | 2.11% | $1,544.2万 | 5.7万股 | $1,316.6万 | 5.3万股 | +4,595股+8.72% | 加仓 |
 AMGEN COMAMGN |
| 2.02% | 2.12% | $1,523.6万 | 4.2万股 | $1,319.8万 | 3.8万股 | +4,564股+12.17% | 加仓 |
 MCKESSON COMMCK |
| 1.9% | 2.38% | $1,433.9万 | 1.9万股 | $1,483.9万 | 1.7万股 | +1,829股+10.67% | 加仓 |
 PROGRESSIVEPGR |
| 1.87% | 1.82% | $1,413.1万 | 6.5万股 | $1,137.1万 | 5.7万股 | +7,328股+12.78% | 加仓 |
 固安捷GWW |
| 1.83% | 1.59% | $1,380.2万 | 1.0万股 | $993.4万 | 9,107股 | +1,039股+11.41% | 加仓 |
 家得宝HD |
| 1.79% | 1.77% | $1,353.4万 | 3.8万股 | $1,101.7万 | 3.3万股 | +4,878股+14.56% | 加仓 |
 万豪MAR |
| 1.78% | 1.7% | $1,340.2万 | 3.6万股 | $1,061.8万 | 3.2万股 | +3,701股+11.40% | 加仓 |
 HEICOHEI |
| 1.76% | — | $1,329.7万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| B纽约梅隆银行BK |
| 1.73% | — | $1,302.4万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 钢铁动力STLD |
| 1.71% | 1.46% | $1,290.9万 | 5.6万股 | $910.1万 | 5.1万股 | +5,700股+11.27% | 加仓 |
 微软MSFT |
| 1.68% | 1.84% | $1,269.8万 | 3.4万股 | $1,149.7万 | 3.1万股 | +2,985股+9.61% | 加仓 |
 亚马逊AMZN |
| 1.68% | — | $1,265.9万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 帕卡PCAR |
| 1.66% | 1.74% | $1,255.5万 | 10.5万股 | $1,083.6万 | 9.4万股 | +1.1万股+11.41% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.57% | 1.54% | $1,186.8万 | 5.5万股 | $960.2万 | 4.9万股 | +5,654股+11.51% | 加仓 |
 威廉姆斯WMB |
| 1.52% | 2.54% | $1,148.5万 | 15.4万股 | $1,583.8万 | 21.8万股 | -6.3万股-29.01% | 减仓 |
 麦当劳MCD |
| 1.52% | 1.84% | $1,143.0万 | 4.2万股 | $1,146.2万 | 3.7万股 | +5,405股+14.66% | 加仓 |
 PULTEPHM |
| 1.5% | 1.37% | $1,130.9万 | 8.2万股 | $854.9万 | 7.3万股 | +9,734股+13.39% | 加仓 |
 iShares安硕·MBSACGL |
| 1.45% | 1.54% | $1,092.4万 | 11.3万股 | $962.1万 | 10.0万股 | +1.2万股+12.30% | 加仓 |
 迪士尼DIS |
| 1.4% | 1.46% | $1,053.1万 | 10.9万股 | $910.8万 | 9.5万股 | +1.5万股+15.78% | 加仓 |
 新思科技SNPS |
| 1.38% | 1.3% | $1,038.0万 | 2.3万股 | $812.6万 | 2.0万股 | +2,775股+13.54% | 加仓 |
 汽车地带AZO |
| 1.35% | 1.53% | $1,020.5万 | 3,193股 | $954.2万 | 2,825股 | +368股+13.03% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.27% | 1.38% | $958.0万 | 5.7万股 | $858.4万 | 4.9万股 | +7,990股+16.14% | 加仓 |
 埃克森美孚XOM |
| 1.24% | 2.95% | $936.0万 | 6.8万股 | $1,838.1万 | 10.8万股 | -4.0万股-36.81% | 减仓 |
| CCARMAXKMX |
| 1.22% | 0.98% | $923.7万 | 17.5万股 | $611.2万 | 14.7万股 | +2.8万股+18.81% | 加仓 |
 POOLPOOL |
| 1.22% | — | $923.5万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 DOLLAR GEN NEWDG |
| 1.17% | 1.26% | $883.9万 | 7.7万股 | $787.2万 | 6.6万股 | +1.0万股+15.80% | 加仓 |
 COPART COMCPRT |
| 1.15% | 0.93% | $870.4万 | 30.9万股 | $577.8万 | 17.4万股 | +13.5万股+77.43% | 加仓 |
 宣伟SHW |
| 1.02% | 0.95% | $767.4万 | 2.2万股 | $591.4万 | 1.8万股 | +3,838股+20.80% | 加仓 |
 CARLISLE COSCSL |
| 1% | 0.93% | $753.6万 | 2.1万股 | $577.6万 | 1.7万股 | +3,462股+20.00% | 加仓 |
