 ADPADP |
| 5.52% | 4.94% | $4,850.6万 | 21.7万股 | $4,210.2万 | 20.7万股 | +9,380股+4.53% | 加仓 |
 艾默生电气EMR |
| 5.37% | 5.01% | $4,716.4万 | 32.9万股 | $4,275.5万 | 32.6万股 | +3,146股+0.96% | 加仓 |
 M&T银行MTB |
| 5.07% | 5.33% | $4,455.2万 | 18.7万股 | $4,548.6万 | 22.0万股 | -3.3万股-14.93% | 减仓 |
 VisaV |
| 5.02% | 4.49% | $4,412.7万 | 12.9万股 | $3,826.8万 | 12.7万股 | +2,002股+1.58% | 加仓 |
 雅培ABT |
| 4.62% | 4.01% | $4,061.4万 | 44.8万股 | $3,420.2万 | 33.3万股 | +11.4万股+34.36% | 加仓 |
 LINCOLN ELECLECO |
| 4.5% | 4.14% | $3,953.7万 | 14.9万股 | $3,528.8万 | 14.2万股 | +7,234股+5.11% | 加仓 |
 ANALOG DEVICES COMADI |
| 4.46% | 4.36% | $3,921.3万 | 9.9万股 | $3,717.6万 | 11.7万股 | -1.8万股-15.51% | 减仓 |
 强生JNJ |
| 4.25% | 4.19% | $3,734.8万 | 14.7万股 | $3,575.3万 | 14.6万股 | +794股+0.54% | 加仓 |
 微软MSFT |
| 4.22% | 4.28% | $3,703.7万 | 9.9万股 | $3,650.8万 | 9.9万股 | +666股+0.68% | 加仓 |
 百事可乐PEP |
| 4.16% | 4.66% | $3,652.1万 | 27.0万股 | $3,975.6万 | 25.6万股 | +1.4万股+5.36% | 加仓 |
 迪尔DE |
| 4.1% | 3.75% | $3,605.3万 | 5.7万股 | $3,197.6万 | 5.7万股 | +71股+0.13% | 加仓 |
 摩根大通JPM |
| 3.85% | 3.56% | $3,377.5万 | 10.3万股 | $3,036.3万 | 10.3万股 | -33股-0.03% | 减仓 |
| FFASTENAL COMFAST |
| 3.69% | 3.66% | $3,245.4万 | 67.6万股 | $3,122.1万 | 67.3万股 | +2,831股+0.42% | 加仓 |
 谷歌AGOOGL |
| 3.67% | 3.17% | $3,223.4万 | 9.0万股 | $2,702.9万 | 9.4万股 | -3,797股-4.04% | 减仓 |
| R拉夫劳伦RL |
| 3.49% | 3.1% | $3,063.9万 | 7.6万股 | $2,642.5万 | 7.7万股 | -491股-0.64% | 减仓 |
 实耐宝SNA |
| 3.23% | 3.35% | $2,838.4万 | 7.1万股 | $2,861.1万 | 7.9万股 | -8,233股-10.45% | 减仓 |
 AMGEN COMAMGN |
| 3.1% | 3.09% | $2,718.7万 | 7.5万股 | $2,636.1万 | 7.5万股 | +157股+0.21% | 加仓 |
 波音BA |
| 3.09% | 2.9% | $2,717.7万 | 12.6万股 | $2,471.1万 | 12.4万股 | +1,387股+1.12% | 加仓 |
 BROWN & BROWN COMBRO |
| 3.06% | — | $2,684.0万 | 41.8万股 | $0 | 0股 | +41.8万股 | 新买入 |
 沃尔玛WMT |
| 3.05% | 3.43% | $2,677.8万 | 23.6万股 | $2,924.5万 | 23.5万股 | +1,117股+0.47% | 加仓 |
 麦当劳MCD |
| 2.81% | 2.19% | $2,467.9万 | 9.1万股 | $1,864.3万 | 6.0万股 | +3.1万股+52.20% | 加仓 |
 好市多COST |
| 2.79% | 3.04% | $2,452.4万 | 2.6万股 | $2,589.6万 | 2.6万股 | +226股+0.87% | 加仓 |
 苹果AAPL |
| 2.74% | 2.49% | $2,407.8万 | 8.3万股 | $2,126.6万 | 8.4万股 | -584股-0.70% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.49% | 2.43% | $2,184.4万 | 4.4万股 | $2,070.0万 | 4.3万股 | +457股+1.06% | 加仓 |
 雪佛龙CVX |
| 2.05% | 2.88% | $1,797.7万 | 10.8万股 | $2,456.5万 | 11.9万股 | -1.0万股-8.65% | 减仓 |
 康明斯CMI |
| 0.32% | 0.3% | $281.8万 | 3,951股 | $255.6万 | 4,751股 | -800股-16.84% | 减仓 |
 LOWES COS COMLOW |
| 0.29% | 0.32% | $252.5万 | 1.1万股 | $275.7万 | 1.2万股 | -219股-1.88% | 减仓 |
| PPAYCOM SOFTWAREPAYC |
| 0.28% | 0.28% | $243.1万 | 1.9万股 | $234.6万 | 1.9万股 | +38股+0.20% | 加仓 |
 捷迈邦美ZBH |
| 0.26% | 0.3% | $229.2万 | 2.7万股 | $252.2万 | 2.8万股 | -1,271股-4.56% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.22% | $227.3万 | 6,434股 | $188.9万 | 6,586股 | -152股-2.31% | 减仓 |
 财捷INTU |
| 0.24% | 0.34% | $212.3万 | 8,132股 | $294.2万 | 6,804股 | +1,328股+19.52% | 加仓 |
 Meta平台META |
| 0.23% | 0.24% | $202.5万 | 3,595股 | $205.2万 | 3,586股 | +9股+0.25% | 加仓 |
 HERSHEY COMHSY |
| 0.22% | 0.22% | $196.1万 | 1.1万股 | $184.7万 | 8,883股 | +2,293股+25.81% | 加仓 |
 露露乐蒙LULU |
| 0.19% | 0.26% | $170.2万 | 1.5万股 | $224.5万 | 1.5万股 | +244股+1.66% | 加仓 |
 星巴克SBUX |
| 0.18% | 2.87% | $154.6万 | 1.5万股 | $2,448.4万 | 27.3万股 | -25.8万股-94.46% | 减仓 |
 万事达MA |
| 0.18% | 0.17% | $153.9万 | 2,997股 | $146.1万 | 2,924股 | +73股+2.50% | 加仓 |
| KKINSALE CAPKNSL |
| 0.17% | 0.15% | $151.2万 | 4,585股 | $125.5万 | 3,673股 | +912股+24.83% | 加仓 |
 默沙东MRK |
| 0.17% | 0.17% | $148.7万 | 1.2万股 | $141.9万 | 1.2万股 | -225股-1.91% | 减仓 |
 沃特世WAT |
| 0.16% | 0.13% | $139.5万 | 3,720股 | $112.7万 | 3,783股 | -63股-1.67% | 减仓 |
 MERCURY GENL NEW COMMCY |
| 0.16% | 0.14% | $136.9万 | 1.3万股 | $115.9万 | 1.3万股 | -309股-2.35% | 减仓 |
 ADOBE COMADBE |
| 0.16% | 0.2% | $136.9万 | 6,677股 | $168.9万 | 6,949股 | -272股-3.91% | 减仓 |
 壳牌SHEL |
| 0.14% | 0.17% | $119.0万 | 1.5万股 | $144.5万 | 1.6万股 | -184股-1.18% | 减仓 |
 ADVANCED DRAIN SYS DELWMS |
| 0.13% | 0.11% | $117.9万 | 7,512股 | $92.1万 | 6,719股 | +793股+11.80% | 加仓 |
 埃森哲ACN |
| 0.13% | 0.22% | $112.9万 | 9,073股 | $185.6万 | 9,359股 | -286股-3.06% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 0.12% | 0.16% | $108.9万 | 3,420股 | $134.1万 | 4,951股 | -1,531股-30.92% | 减仓 |
 TapestryTPR |
| 0.12% | 0.12% | $102.5万 | 7,001股 | $104.7万 | 7,422股 | -421股-5.67% | 减仓 |
 AMETEK COMAME |
| 0.12% | 0.11% | $102.5万 | 4,235股 | $90.1万 | 4,205股 | +30股+0.71% | 加仓 |
 迪士尼DIS |
| 0.11% | 0.12% | $99.6万 | 1.0万股 | $99.0万 | 1.0万股 | +80股+0.78% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.1% | 0.08% | $83.6万 | 3,585股 | $64.5万 | 3,535股 | +50股+1.41% | 加仓 |
 德州仪器TXN |
| 0.09% | 0.1% | $81.2万 | 2,725股 | $82.0万 | 4,223股 | -1,498股-35.47% | 减仓 |
