 微软MSFT |
| 8.33% | 8.98% | $2,067.2万 | 5.5万股 | $2,067.4万 | 5.6万股 | -734股-1.31% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.64% | 5.74% | $1,648.9万 | 4.7万股 | $1,321.1万 | 4.6万股 | +612股+1.33% | 加仓 |
 沃尔玛WMT |
| 4.66% | 5.55% | $1,157.7万 | 10.2万股 | $1,277.4万 | 10.3万股 | -568股-0.55% | 减仓 |
| BBANK OF AMERBAC |
| 4.22% | 3.94% | $1,048.6万 | 18.4万股 | $906.8万 | 18.6万股 | -1,985股-1.07% | 减仓 |
 美国运通AXP |
| 3.85% | 3.74% | $955.2万 | 2.8万股 | $860.6万 | 2.8万股 | -214股-0.75% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.77% | 3.93% | $935.0万 | 1.9万股 | $904.4万 | 1.9万股 | -187股-0.99% | 减仓 |
 好市多COST |
| 3.67% | 3.97% | $911.8万 | 9,147股 | $913.1万 | 9,164股 | -17股-0.19% | 减仓 |
 摩根大通JPM |
| 3.08% | 2.95% | $764.5万 | 2.3万股 | $679.4万 | 2.3万股 | -40股-0.17% | 减仓 |
 强生JNJ |
| 2.85% | 2.96% | $707.7万 | 2.8万股 | $681.4万 | 2.8万股 | -10股-0.04% | 减仓 |
 GE航空GE |
| 2.8% | 2.3% | $696.0万 | 1.9万股 | $530.3万 | 1.9万股 | -63股-0.34% | 减仓 |
 亚马逊AMZN |
| 2.5% | 2.34% | $621.2万 | 2.6万股 | $539.4万 | 2.6万股 | +167股+0.64% | 加仓 |
 YUM BRANDS COMYUM |
| 2.34% | 2.48% | $582.0万 | 3.6万股 | $570.8万 | 3.7万股 | -308股-0.84% | 减仓 |
 英特尔INTC |
| 2.31% | 0.8% | $573.2万 | 4.0万股 | $183.8万 | 4.2万股 | -1,400股-3.36% | 减仓 |
 百事可乐PEP |
| 2.25% | 2.79% | $558.5万 | 4.1万股 | $642.9万 | 4.1万股 | -151股-0.36% | 减仓 |
 GE VernovaGEV |
| 2.2% | 1.77% | $545.7万 | 4,645股 | $408.6万 | 4,681股 | -36股-0.77% | 减仓 |
 迪士尼DIS |
| 2.18% | 2.33% | $541.4万 | 5.5万股 | $537.0万 | 5.6万股 | -420股-0.75% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 2.04% | 2.21% | $507.5万 | 8.8万股 | $507.9万 | 8.8万股 | -388股-0.44% | 减仓 |
 AMERICAN INTL COM NEWAIG |
| 1.97% | 2.18% | $490.3万 | 6.6万股 | $500.7万 | 6.7万股 | -750股-1.13% | 减仓 |
 宝洁PG |
| 1.93% | 1.99% | $479.0万 | 3.2万股 | $458.5万 | 3.2万股 | -80股-0.25% | 减仓 |
 谷歌AGOOGL |
| 1.73% | 1.37% | $430.5万 | 1.2万股 | $314.8万 | 1.1万股 | +1,099股+10.04% | 加仓 |
 可口可乐KO |
| 1.73% | 1.75% | $429.4万 | 5.3万股 | $401.9万 | 5.3万股 | -5股-0.01% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.64% | 1.69% | $406.6万 | 4.9万股 | $387.9万 | 4.9万股 | -18股-0.04% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.52% | 1.43% | $377.2万 | 5,051股 | $329.9万 | 5,072股 | -21股-0.41% | 减仓 |
 苹果AAPL |
| 1.4% | 1.12% | $347.0万 | 1.1万股 | $258.5万 | 1.0万股 | +1,004股+9.86% | 加仓 |
 Markel Group Inc.MKL |
| 1.3% | 1.34% | $322.2万 | 1,650股 | $309.1万 | 1,615股 | +35股+2.17% | 加仓 |
 英伟达NVDA |
| 1.26% | 1.33% | $311.7万 | 1.6万股 | $306.6万 | 1.8万股 | -2,000股-11.38% | 减仓 |
 联邦快递FDX |
| 1.08% | 1.34% | $269.1万 | 8,593股 | $307.7万 | 8,638股 | -45股-0.52% | 减仓 |
| IIBMIBM |
| 0.98% | 0.91% | $243.2万 | 8,649股 | $210.2万 | 8,671股 | -22股-0.25% | 减仓 |
 VisaV |
| 0.96% | 0.92% | $238.8万 | 6,961股 | $211.6万 | 7,000股 | -39股-0.56% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.95% | 0.98% | $235.0万 | 3.9万股 | $225.9万 | 4.0万股 | -559股-1.41% | 减仓 |
 艾伯维ABBV |
| 0.95% | 0.8% | $234.7万 | 8,426股 | $183.3万 | 8,426股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.94% | 1.18% | $232.2万 | 1.3万股 | $271.2万 | 1.3万股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.87% | 0.87% | $217.1万 | 2.0万股 | $201.2万 | 2.0万股 | -251股-1.23% | 减仓 |
 礼来LLY |
| 0.87% | 0.72% | $216.5万 | 1,805股 | $166.0万 | 1,805股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.76% | 0.94% | $188.1万 | 6,958股 | $216.2万 | 6,958股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.74% | 0.8% | $182.6万 | 5,178股 | $185.1万 | 5,628股 | -450股-8.00% | 减仓 |
 星巴克SBUX |
| 0.72% | 0.68% | $178.7万 | 1.7万股 | $156.6万 | 1.7万股 | 00.00% | 持仓不变 |
 康菲石油COP |
| 0.67% | 0.95% | $165.4万 | 1.6万股 | $218.1万 | 1.7万股 | -620股-3.75% | 减仓 |
 Phillips 66PSX |
| 0.61% | 0.71% | $150.9万 | 8,927股 | $162.6万 | 8,926股 | +1股+0.01% | 加仓 |
 DIAGEO SPON ADR NEWDEO |
| 0.58% | 0.57% | $144.2万 | 1.8万股 | $130.7万 | 1.8万股 | +186股+1.06% | 加仓 |
| V先锋领航指数基金VOO |
| 0.49% | 0.46% | $121.6万 | 1,771股 | $105.8万 | 1,771股 | 00.00% | 持仓不变 |
| SSCOTTS MIRACLE-GROSMG |
| 0.49% | 0.47% | $120.4万 | 1.8万股 | $107.8万 | 1.8万股 | -49股-0.28% | 减仓 |
 3M COMMMM |
| 0.47% | 0.45% | $117.9万 | 7,084股 | $102.9万 | 7,084股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.47% | 0.43% | $117.5万 | 2,846股 | $100.1万 | 2,846股 | 00.00% | 持仓不变 |
 PUBLIC STORAGE COMPSA |
| 0.46% | 0.42% | $113.0万 | 3,551股 | $96.2万 | 3,551股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.41% | 0.41% | $102.1万 | 4,879股 | $94.1万 | 4,879股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.41% | 0.43% | $101.6万 | 9,692股 | $99.5万 | 9,692股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 0.41% | 0.4% | $101.4万 | 1,037股 | $92.8万 | 1,037股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.41% | 0.4% | $101.1万 | 4,513股 | $91.7万 | 4,513股 | 00.00% | 持仓不变 |
 NORTHROP GRUMMAN COMNOC |
| 0.4% | 0.57% | $98.7万 | 1,938股 | $132.2万 | 1,938股 | 00.00% | 持仓不变 |
