 伯克希尔哈撒韦BRK.A |
| 4.47% | 4.61% | $898.6万 | 12股 | $861.8万 | 12股 | 00.00% | 持仓不变 |
 思科CSCO |
| 4.03% | 3.12% | $809.2万 | 6.9万股 | $582.5万 | 7.5万股 | -6,191股-8.25% | 减仓 |
 摩根大通JPM |
| 3.74% | 3.61% | $751.1万 | 2.3万股 | $675.1万 | 2.3万股 | -5股-0.02% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 3.39% | 3.83% | $680.0万 | 21.3万股 | $714.7万 | 21.3万股 | -448股-0.21% | 减仓 |
 Phillips 66PSX |
| 3.17% | 3.67% | $637.2万 | 3.8万股 | $686.0万 | 3.8万股 | +38股+0.10% | 加仓 |
| IiShares安硕信托IBDT |
| 3.14% | 2.71% | $631.0万 | 25.0万股 | $505.6万 | 20.0万股 | +5.0万股+25.19% | 加仓 |
 CHUBB LIMITEDCB |
| 3.12% | 3.19% | $625.8万 | 1.8万股 | $596.0万 | 1.8万股 | +81股+0.44% | 加仓 |
 苹果AAPL |
| 3.06% | 2.89% | $615.4万 | 2.1万股 | $540.1万 | 2.1万股 | -13股-0.06% | 减仓 |
| IiShares安硕信托IBDR |
| 3.02% | 2.59% | $605.5万 | 25.0万股 | $483.9万 | 20.0万股 | +5.0万股+25.19% | 加仓 |
| IiShares安硕信托IBDS |
| 3.01% | 2.59% | $605.2万 | 25.0万股 | $483.9万 | 20.0万股 | +5.0万股+25.19% | 加仓 |
 雪佛龙CVX |
| 2.89% | 3.86% | $581.3万 | 3.5万股 | $720.8万 | 3.5万股 | +232股+0.67% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 2.88% | 2.48% | $577.6万 | 24.9万股 | $463.1万 | 19.9万股 | +5.0万股+25.26% | 加仓 |
| Q高通QCOM |
| 2.83% | 2.12% | $569.0万 | 3.1万股 | $395.1万 | 3.1万股 | +106股+0.35% | 加仓 |
 达登饭店DRI |
| 2.78% | 2.82% | $558.0万 | 2.7万股 | $526.7万 | 2.7万股 | +217股+0.81% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 2.71% | 2.34% | $544.3万 | 25.0万股 | $436.5万 | 19.9万股 | +5.0万股+25.23% | 加仓 |
 南方电力SO |
| 2.66% | 2.87% | $534.9万 | 5.6万股 | $535.3万 | 5.5万股 | +426股+0.77% | 加仓 |
 TARGET COMTGT |
| 2.63% | 2.6% | $528.1万 | 4.0万股 | $484.9万 | 4.0万股 | +420股+1.05% | 加仓 |
 杜克能源DUK |
| 2.54% | 2.8% | $509.3万 | 4.0万股 | $522.3万 | 4.0万股 | +349股+0.87% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 2.51% | 2.15% | $504.6万 | 24.2万股 | $401.5万 | 19.2万股 | +5.0万股+26.22% | 加仓 |
 百事可乐PEP |
| 2.48% | 3.03% | $497.6万 | 3.7万股 | $566.1万 | 3.6万股 | +300股+0.82% | 加仓 |
 贝莱德·INC COMBLK |
| 2.47% | 2.62% | $495.1万 | 5,149股 | $489.7万 | 5,092股 | +57股+1.12% | 加仓 |
 AFLAC COMAFL |
| 2.46% | 2.48% | $494.6万 | 4.2万股 | $463.1万 | 4.2万股 | -26股-0.06% | 减仓 |
 微软MSFT |
| 2.38% | 2.5% | $477.4万 | 1.3万股 | $466.6万 | 1.3万股 | +193股+1.53% | 加仓 |
 Mid-America公寓MAA |
| 2.34% | 2.18% | $470.7万 | 3.4万股 | $408.0万 | 3.3万股 | +469股+1.40% | 加仓 |
 黑石集团BX |
| 2.34% | 2.41% | $469.7万 | 4.0万股 | $450.9万 | 3.9万股 | +704股+1.80% | 加仓 |
 Markel Group Inc.MKL |
| 2.18% | 1.8% | $438.1万 | 2,243股 | $336.5万 | 1,758股 | +485股+27.59% | 加仓 |
 艾默生电气EMR |
| 2.17% | 2.11% | $434.9万 | 3.0万股 | $393.5万 | 3.0万股 | +347股+1.16% | 加仓 |
 AMGEN COMAMGN |
| 2.11% | 2.19% | $424.3万 | 1.2万股 | $408.3万 | 1.2万股 | +111股+0.96% | 加仓 |
 HERSHEY COMHSY |
| 1.99% | 2.48% | $398.8万 | 2.3万股 | $462.9万 | 2.2万股 | +462股+2.07% | 加仓 |
 道明尼能源D |
| 1.95% | 1.87% | $391.4万 | 5.7万股 | $349.9万 | 5.7万股 | +711股+1.26% | 加仓 |
 沃尔玛WMT |
| 1.92% | 2.26% | $386.0万 | 3.4万股 | $422.8万 | 3.4万股 | +64股+0.19% | 加仓 |
 麦当劳MCD |
| 1.83% | 2.23% | $368.2万 | 1.4万股 | $416.4万 | 1.3万股 | +220股+1.64% | 加仓 |
 STAG INDUSTRIALSTAG |
| 1.8% | 1.81% | $362.2万 | 9.5万股 | $338.9万 | 9.4万股 | +1,181股+1.26% | 加仓 |
 REALTY INCOME COMO |
| 1.75% | 1.83% | $352.1万 | 5.7万股 | $342.6万 | 5.6万股 | +824股+1.47% | 加仓 |
 威瑞森VZ |
| 1.53% | 1.92% | $307.8万 | 7.3万股 | $359.6万 | 7.2万股 | +1,060股+1.48% | 加仓 |
 美敦力MDT |
| 1.36% | 1.59% | $272.7万 | 3.5万股 | $296.6万 | 3.4万股 | +624股+1.82% | 加仓 |
 家得宝HD |
| 1.11% | 1.08% | $222.9万 | 6,321股 | $201.0万 | 6,110股 | +211股+3.45% | 加仓 |
 ANALOG DEVICES COMADI |
| 1% | 0.86% | $200.1万 | 5,037股 | $160.2万 | 5,037股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.76% | 0.7% | $151.8万 | 2,033股 | $130.1万 | 2,000股 | +33股+1.65% | 加仓 |
 谷歌AGOOGL |
| 0.4% | 0.35% | $80.4万 | 2,251股 | $64.7万 | 2,251股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.4% | 0.46% | $79.5万 | 3,606股 | $86.3万 | 3,651股 | -45股-1.23% | 减仓 |
 雅培ABT |
| 0.31% | 0.37% | $61.9万 | 6,818股 | $70.0万 | 6,818股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.3% | 0.34% | $59.5万 | 636股 | $63.4万 | 636股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.28% | 0.24% | $56.8万 | 2,671股 | $45.0万 | 2,347股 | +324股+13.80% | 加仓 |
 英伟达NVDA |
| 0.21% | 0.19% | $41.3万 | 2,063股 | $34.9万 | 2,000股 | +63股+3.15% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.21% | 0.17% | $41.3万 | 1,168股 | $32.6万 | 1,138股 | +30股+2.64% | 加仓 |
| SSPDR黄金信托GLD |
| 0.2% | 0.2% | $40.0万 | 1,087股 | $36.9万 | 857股 | +230股+26.84% | 加仓 |
| IiShares安硕信托IHAK |
| 0.19% | — | $38.6万 | 6,365股 | $0 | 0股 | +6,365股 | 新买入 |
| IISHARES FUTURE AI & TECHETFARTY |
| 0.19% | 0.12% | $38.1万 | 5,000股 | $23.3万 | 5,000股 | 00.00% | 持仓不变 |
 CINTAS COMCTAS |
| 0.17% | 0.18% | $34.0万 | 2,000股 | $33.8万 | 2,000股 | 00.00% | 持仓不变 |
