 安费诺APH |
| 5.51% | 4.08% | $2,256.5万 | 12.8万股 | $1,663.9万 | 13.2万股 | -3,715股-2.82% | 减仓 |
 苹果AAPL |
| 5.45% | 4.98% | $2,234.6万 | 7.7万股 | $2,028.0万 | 8.0万股 | -2,683股-3.36% | 减仓 |
 亚马逊AMZN |
| 5.37% | 4.81% | $2,202.0万 | 9.2万股 | $1,958.2万 | 9.4万股 | -1,635股-1.74% | 减仓 |
 TJXTJX |
| 4.79% | 5.3% | $1,961.7万 | 12.9万股 | $2,159.7万 | 13.5万股 | -5,747股-4.25% | 减仓 |
 好市多COST |
| 4.08% | 4.48% | $1,669.8万 | 1.8万股 | $1,824.1万 | 1.8万股 | -457股-2.50% | 减仓 |
 CINTAS COMCTAS |
| 4% | 4.04% | $1,639.2万 | 9.6万股 | $1,647.6万 | 9.7万股 | -1,032股-1.06% | 减仓 |
 嘉信理财SCHW |
| 3.78% | 3.93% | $1,546.8万 | 16.8万股 | $1,600.2万 | 17.0万股 | -2,632股-1.55% | 减仓 |
 VisaV |
| 3.74% | 3.36% | $1,532.4万 | 4.5万股 | $1,368.7万 | 4.5万股 | -621股-1.37% | 减仓 |
 雷诺士LII |
| 3.61% | 2.97% | $1,479.6万 | 2.6万股 | $1,208.6万 | 2.6万股 | -215股-0.83% | 减仓 |
 宝洁PG |
| 3.5% | 3.55% | $1,433.2万 | 9.8万股 | $1,447.0万 | 10.0万股 | -2,443股-2.44% | 减仓 |
 多佛DOV |
| 3.38% | 3.22% | $1,385.5万 | 6.2万股 | $1,311.6万 | 6.3万股 | -1,144股-1.82% | 减仓 |
 AMGEN COMAMGN |
| 3.32% | 3.28% | $1,361.4万 | 3.8万股 | $1,337.7万 | 3.8万股 | -424股-1.12% | 减仓 |
 美国包装PKG |
| 3.1% | 2.81% | $1,269.7万 | 5.3万股 | $1,144.7万 | 5.4万股 | -657股-1.22% | 减仓 |
 联合太平洋铁路UNP |
| 3.08% | 2.79% | $1,260.0万 | 4.6万股 | $1,135.6万 | 4.7万股 | -479股-1.02% | 减仓 |
 WASTE MGMT DELWM |
| 3.04% | 3.21% | $1,246.7万 | 5.6万股 | $1,308.5万 | 5.7万股 | -1,010股-1.77% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.95% | 2.88% | $1,208.1万 | 2.4万股 | $1,174.0万 | 2.4万股 | -354股-1.45% | 减仓 |
 杜克能源DUK |
| 2.9% | 3.14% | $1,188.6万 | 9.4万股 | $1,279.6万 | 9.8万股 | -3,820股-3.91% | 减仓 |
| WWEC ENERGY COMIDU |
| 2.87% | 2.89% | $1,174.0万 | 10.1万股 | $1,176.2万 | 10.2万股 | -1,054股-1.04% | 减仓 |
 TOOTSIE ROLL INDSTR |
| 2.85% | 3.04% | $1,167.8万 | 29.5万股 | $1,237.6万 | 29.0万股 | +5,554股+1.92% | 加仓 |
| N新纪元能源NEE |
| 2.79% | 3% | $1,144.8万 | 13.0万股 | $1,222.1万 | 13.2万股 | -1,153股-0.88% | 减仓 |
| RROLLINS COMROL |
| 2.72% | 3.52% | $1,112.7万 | 26.7万股 | $1,434.6万 | 26.9万股 | -2,028股-0.76% | 减仓 |
 RPM INTLRPM |
| 2.66% | 2.4% | $1,090.5万 | 9.8万股 | $978.5万 | 9.8万股 | -330股-0.34% | 减仓 |
 空气化工APD |
| 2.6% | 2.6% | $1,065.2万 | 3.6万股 | $1,060.0万 | 3.6万股 | -156股-0.43% | 减仓 |
 ADPADP |
| 2.6% | 2.38% | $1,064.9万 | 4.8万股 | $969.6万 | 4.8万股 | -170股-0.36% | 减仓 |
 VERALTO COM SHSVLTO |
| 2.31% | 2.4% | $946.9万 | 10.7万股 | $975.7万 | 11.0万股 | -3,569股-3.23% | 减仓 |
 SCHEIN HENRYHSIC |
| 2.31% | 2.08% | $945.5万 | 11.3万股 | $848.5万 | 11.5万股 | -1,922股-1.67% | 减仓 |
 SterisSTE |
| 2.01% | 2.19% | $824.1万 | 3.9万股 | $893.7万 | 4.0万股 | -1,281股-3.17% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 2.01% | 2.89% | $823.5万 | 26.1万股 | $1,175.6万 | 26.0万股 | +1,018股+0.39% | 加仓 |
 DANAHER DEL COMDHR |
| 1.96% | 1.96% | $803.9万 | 4.2万股 | $799.2万 | 4.2万股 | +56股+0.13% | 加仓 |
 财捷INTU |
| 1.93% | 3.32% | $790.5万 | 3.0万股 | $1,352.4万 | 3.1万股 | -988股-3.16% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.55% | 0.53% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.21% | 0.22% | $87.9万 | 4,634股 | $89.5万 | 4,641股 | -7股-0.15% | 减仓 |
 STANDEX INTLSXI |
| 0.19% | 0.14% | $76.6万 | 2,141股 | $55.3万 | 2,171股 | -30股-1.38% | 减仓 |
 强生JNJ |
| 0.18% | 0.17% | $73.2万 | 2,882股 | $70.4万 | 2,882股 | 00.00% | 持仓不变 |
| B巴里克黄金GOLD |
| 0.17% | 0.19% | $70.6万 | 1.9万股 | $78.4万 | 1.9万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.15% | 0.14% | $61.7万 | 1,886股 | $55.5万 | 1,886股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.12% | 0.11% | $50.7万 | 1,189股 | $45.9万 | 1,283股 | -94股-7.33% | 减仓 |
 家得宝HD |
| 0.12% | 0.11% | $47.2万 | 1,338股 | $44.0万 | 1,338股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.11% | 0.14% | $44.4万 | 3,251股 | $55.2万 | 3,251股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.1% | 0.13% | $41.5万 | 2,502股 | $51.8万 | 2,502股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.1% | 0.07% | $40.9万 | 985股 | $29.5万 | 1,090股 | -105股-9.63% | 减仓 |
| IiShares安硕·COREIJH |
| 0.1% | 0.09% | $39.8万 | 5,160股 | $34.8万 | 5,160股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.09% | 0.08% | $35.6万 | 1,413股 | $31.2万 | 1,433股 | -20股-1.40% | 减仓 |
 迪尔DE |
| 0.08% | 0.07% | $33.6万 | 529股 | $29.8万 | 529股 | 00.00% | 持仓不变 |
 MCCORMICK & COM NON VTGMKC |
| 0.07% | 0.07% | $28.8万 | 5,715股 | $28.8万 | 5,715股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.07% | 0.06% | $26.7万 | 1,478股 | $24.4万 | 1,478股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.06% | 0.05% | $24.1万 | 639股 | $21.0万 | 679股 | -40股-5.89% | 减仓 |
 SPIRESR |
| 0.06% | 0.07% | $23.7万 | 3,038股 | $27.5万 | 3,038股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.05% | — | $22.4万 | 300股 | $0 | 0股 | +300股 | 新买入 |
| IIBMIBM |
| 0.05% | — | $22.0万 | 783股 | $0 | 0股 | +783股 | 新买入 |
