 苹果AAPL |
| 11.65% | 11.16% | $3,622.5万 | 12.5万股 | $3,239.9万 | 12.8万股 | -2,472股-1.94% | 减仓 |
 AMGEN COMAMGN |
| 6.72% | 7.03% | $2,091.3万 | 5.8万股 | $2,042.6万 | 5.8万股 | -300股-0.52% | 减仓 |
 英伟达NVDA |
| 5.9% | 5.62% | $1,834.8万 | 9.2万股 | $1,632.7万 | 9.4万股 | -1,921股-2.05% | 减仓 |
 雪佛龙CVX |
| 4.16% | 5.61% | $1,292.8万 | 7.8万股 | $1,629.2万 | 7.9万股 | -752股-0.96% | 减仓 |
 雷神技术RTX |
| 3.5% | 3.89% | $1,089.8万 | 5.7万股 | $1,130.3万 | 5.9万股 | -1,154股-1.97% | 减仓 |
| Q高通QCOM |
| 3.49% | 2.64% | $1,086.5万 | 5.9万股 | $767.5万 | 6.0万股 | -798股-1.34% | 减仓 |
 艾伯维ABBV |
| 2.84% | 2.63% | $883.2万 | 3.5万股 | $762.7万 | 3.5万股 | +30股+0.09% | 加仓 |
| FFASTENAL COMFAST |
| 2.76% | 2.88% | $858.4万 | 17.9万股 | $836.6万 | 18.0万股 | -1,583股-0.88% | 减仓 |
 强生JNJ |
| 2.06% | 2.15% | $640.0万 | 2.5万股 | $624.9万 | 2.6万股 | -365股-1.43% | 减仓 |
 微软MSFT |
| 2.05% | 2% | $639.0万 | 1.7万股 | $581.5万 | 1.6万股 | +1,421股+9.05% | 加仓 |
 联邦快递FDX |
| 2% | 2.5% | $622.7万 | 2.0万股 | $727.5万 | 2.0万股 | -538股-2.63% | 减仓 |
 甲骨文ORCL |
| 1.99% | 1.99% | $619.4万 | 4.2万股 | $577.9万 | 3.9万股 | +2,980股+7.59% | 加仓 |
 摩根大通JPM |
| 1.89% | 1.82% | $586.6万 | 1.8万股 | $529.1万 | 1.8万股 | -65股-0.36% | 减仓 |
 史赛克SYK |
| 1.83% | 2.03% | $569.8万 | 1.8万股 | $588.5万 | 1.8万股 | +188股+1.05% | 加仓 |
 好市多COST |
| 1.74% | 1.96% | $540.1万 | 5,774股 | $569.4万 | 5,714股 | +60股+1.05% | 加仓 |
 VisaV |
| 1.69% | 1.61% | $526.2万 | 1.5万股 | $467.7万 | 1.5万股 | -138股-0.89% | 减仓 |
 谷歌AGOOGL |
| 1.67% | 1.44% | $518.2万 | 1.5万股 | $417.0万 | 1.5万股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 1.58% | 1.2% | $492.6万 | 4.8万股 | $349.7万 | 4.9万股 | -1,068股-2.19% | 减仓 |
 思科CSCO |
| 1.55% | 1.1% | $483.4万 | 4.1万股 | $319.7万 | 4.1万股 | -50股-0.12% | 减仓 |
 麦当劳MCD |
| 1.54% | 1.89% | $480.3万 | 1.8万股 | $549.4万 | 1.8万股 | +89股+0.50% | 加仓 |
 英特尔INTC |
| 1.54% | 0.73% | $479.3万 | 3.4万股 | $211.6万 | 4.8万股 | -1.4万股-28.40% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.5% | 1.32% | $465.0万 | 1.3万股 | $384.4万 | 1.3万股 | -239股-1.78% | 减仓 |
 卡特彼勒CAT |
| 1.48% | 1.07% | $461.3万 | 4,332股 | $310.8万 | 4,387股 | -55股-1.25% | 减仓 |
 LOWES COS COMLOW |
| 1.45% | 1.68% | $450.3万 | 2.0万股 | $488.6万 | 2.1万股 | -257股-1.24% | 减仓 |
 摩根士丹利MS |
| 1.2% | 1.03% | $373.6万 | 1.8万股 | $299.1万 | 1.8万股 | -300股-1.65% | 减仓 |
| IiShares安硕信托DGRO |
| 1.12% | 1.11% | $349.9万 | 4.6万股 | $322.6万 | 4.6万股 | +200股+0.44% | 加仓 |
 家得宝HD |
| 1.1% | 1.1% | $342.9万 | 9,723股 | $320.1万 | 9,732股 | -9股-0.09% | 减仓 |
 宝洁PG |
| 1.06% | 1.12% | $330.4万 | 2.3万股 | $326.2万 | 2.3万股 | -51股-0.23% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 1.03% | 1.06% | $321.5万 | 1.0万股 | $308.1万 | 1.1万股 | -515股-4.80% | 减仓 |
 美敦力MDT |
| 1.01% | 1.2% | $315.0万 | 4.0万股 | $349.6万 | 4.0万股 | -85股-0.21% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.96% | 1.32% | $298.0万 | 2.4万股 | $382.0万 | 2.4万股 | -85股-0.35% | 减仓 |
 TARGET COMTGT |
| 0.95% | 0.97% | $296.9万 | 2.3万股 | $282.7万 | 2.3万股 | -594股-2.55% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.87% | 0.66% | $271.2万 | 3.0万股 | $192.2万 | 3.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.87% | 0.87% | $270.9万 | 1.1万股 | $251.9万 | 1.2万股 | -729股-6.03% | 减仓 |
 ExpediaEXPE |
| 0.75% | 0.73% | $232.8万 | 1.4万股 | $211.3万 | 1.5万股 | -468股-3.17% | 减仓 |
 WASTE MGMT DELWM |
| 0.71% | 0.8% | $220.6万 | 9,896股 | $233.6万 | 1.0万股 | -271股-2.67% | 减仓 |
 直觉外科ISRG |
| 0.69% | 0.88% | $215.2万 | 5,411股 | $256.3万 | 5,560股 | -149股-2.68% | 减仓 |
 埃克森美孚XOM |
| 0.69% | 0.92% | $215.0万 | 1.6万股 | $268.6万 | 1.6万股 | -100股-0.63% | 减仓 |
 百事可乐PEP |
| 0.68% | 0.86% | $212.1万 | 1.6万股 | $250.5万 | 1.6万股 | -467股-2.89% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.61% | 0.71% | $189.6万 | 1.2万股 | $205.8万 | 1.2万股 | -336股-2.82% | 减仓 |
 Genuine Parts Co ComGPC |
| 0.6% | 0.46% | $187.8万 | 1.6万股 | $133.3万 | 1.3万股 | +3,319股+26.34% | 加仓 |
 CHURCH & DWIGHTCHD |
| 0.59% | 0.61% | $184.5万 | 1.9万股 | $178.4万 | 1.9万股 | -70股-0.37% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.58% | 0.49% | $178.9万 | 1.6万股 | $142.1万 | 1.6万股 | -25股-0.16% | 减仓 |
 ADPADP |
| 0.54% | 0.49% | $168.1万 | 7,505股 | $142.3万 | 7,005股 | +500股+7.14% | 加仓 |
 CINTAS COMCTAS |
| 0.51% | 0.54% | $157.4万 | 9,256股 | $158.1万 | 9,345股 | -89股-0.95% | 减仓 |
 威瑞森VZ |
| 0.5% | 0.66% | $155.6万 | 3.7万股 | $191.6万 | 3.8万股 | -1,416股-3.71% | 减仓 |
 ILLINOIS TOOLITW |
| 0.49% | 0.51% | $152.5万 | 5,639股 | $147.4万 | 5,664股 | -25股-0.44% | 减仓 |
 AFLAC COMAFL |
| 0.49% | 0.49% | $151.2万 | 1.3万股 | $142.4万 | 1.3万股 | -90股-0.69% | 减仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.48% | — | $149.7万 | 9,914股 | $0 | 0股 | +9,914股 | 新买入 |
 联合健康UNH |
| 0.48% | 0.35% | $148.8万 | 3,580股 | $101.8万 | 3,763股 | -183股-4.86% | 减仓 |
