 苹果AAPL |
| 8.32% | 7.71% | $1,708.8万 | 5.9万股 | $1,524.4万 | 6.0万股 | -1,011股-1.68% | 减仓 |
 伊顿ETN |
| 6.51% | 5.75% | $1,337.3万 | 3.1万股 | $1,136.9万 | 3.2万股 | -402股-1.26% | 减仓 |
 迪尔DE |
| 5.55% | 5.18% | $1,140.5万 | 1.8万股 | $1,024.0万 | 1.8万股 | -200股-1.10% | 减仓 |
 强生JNJ |
| 5.42% | 5.47% | $1,113.3万 | 4.4万股 | $1,081.1万 | 4.4万股 | -395股-0.89% | 减仓 |
 固安捷GWW |
| 5.23% | 4.39% | $1,073.8万 | 7,893股 | $868.1万 | 7,958股 | -65股-0.82% | 减仓 |
| Q高通QCOM |
| 5.15% | 3.71% | $1,058.0万 | 5.7万股 | $733.5万 | 5.7万股 | +295股+0.52% | 加仓 |
 沃尔玛WMT |
| 4.68% | 5.41% | $961.2万 | 8.5万股 | $1,070.2万 | 8.6万股 | -1,239股-1.44% | 减仓 |
 甲骨文ORCL |
| 4.22% | 4.41% | $866.7万 | 5.9万股 | $871.4万 | 5.9万股 | -98股-0.17% | 减仓 |
 VisaV |
| 4.03% | 3.67% | $826.9万 | 2.4万股 | $725.8万 | 2.4万股 | +86股+0.36% | 加仓 |
 L3哈里斯LHX |
| 3.69% | 4.49% | $757.2万 | 2.6万股 | $887.1万 | 2.6万股 | +355股+1.38% | 加仓 |
| N新纪元能源NEE |
| 3.42% | 3.78% | $702.3万 | 8.0万股 | $748.3万 | 8.1万股 | -553股-0.69% | 减仓 |
 BROWN & BROWN COMBRO |
| 3.24% | 3.34% | $665.9万 | 10.4万股 | $660.1万 | 10.1万股 | +2,569股+2.54% | 加仓 |
 雪佛龙CVX |
| 2.9% | 3.73% | $595.4万 | 3.6万股 | $738.0万 | 3.6万股 | +252股+0.71% | 加仓 |
 空气化工APD |
| 2.88% | 3.01% | $590.3万 | 2.0万股 | $595.9万 | 2.1万股 | -379股-1.85% | 减仓 |
 金佰利KMB |
| 2.63% | 2.29% | $540.7万 | 4.9万股 | $453.0万 | 4.7万股 | +2,301股+4.90% | 加仓 |
 麦当劳MCD |
| 2.59% | 2.99% | $532.0万 | 2.0万股 | $591.5万 | 1.9万股 | +651股+3.42% | 加仓 |
 ADPADP |
| 2.57% | 2.37% | $527.0万 | 2.4万股 | $467.9万 | 2.3万股 | +504股+2.19% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 2.42% | 2.72% | $496.3万 | 1.1万股 | $538.2万 | 1.1万股 | 00.00% | 持仓不变 |
 KROGER COMKR |
| 2.42% | 3.18% | $496.2万 | 8.9万股 | $628.0万 | 8.7万股 | +2,570股+2.96% | 加仓 |
 百事可乐PEP |
| 2.11% | 2.4% | $433.1万 | 3.2万股 | $473.8万 | 3.1万股 | +1,478股+4.84% | 加仓 |
 英伟达NVDA |
| 1.99% | 1.81% | $409.6万 | 2.0万股 | $357.0万 | 2.0万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 1.82% | 2.26% | $373.3万 | 8.8万股 | $446.6万 | 8.9万股 | -801股-0.90% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 1.72% | 1.66% | $353.5万 | 7.0万股 | $328.3万 | 6.5万股 | +5,015股+7.70% | 加仓 |
 美敦力MDT |
| 1.62% | 1.76% | $332.3万 | 4.2万股 | $347.9万 | 4.0万股 | +2,331股+5.81% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.46% | 1.32% | $299.0万 | 4,004股 | $260.4万 | 4,004股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.2% | 1.55% | $247.1万 | 1.8万股 | $306.6万 | 1.8万股 | 00.00% | 持仓不变 |
| MMATADOR RESMTDR |
| 0.94% | 1.35% | $192.2万 | 3.9万股 | $267.9万 | 4.2万股 | -3,800股-8.96% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.8% | 0.68% | $165.0万 | 4,670股 | $134.0万 | 4,670股 | 00.00% | 持仓不变 |
| IiShares安硕信托TIP |
| 0.8% | 0.82% | $163.4万 | 1.5万股 | $162.1万 | 1.5万股 | +246股+1.68% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.74% | 0.68% | $152.5万 | 2,920股 | $135.3万 | 2,920股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.74% | 0.76% | $151.9万 | 4,071股 | $151.1万 | 4,083股 | -12股-0.29% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.64% | 0.66% | $130.4万 | 1.7万股 | $129.9万 | 1.7万股 | +169股+1.00% | 加仓 |
 卡特彼勒CAT |
| 0.58% | 0.4% | $119.3万 | 1,120股 | $79.3万 | 1,120股 | 00.00% | 持仓不变 |
| S道富SPYV |
| 0.55% | 0.53% | $112.4万 | 1.8万股 | $104.6万 | 1.8万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.49% | 0.43% | $100.1万 | 1.8万股 | $85.7万 | 1.8万股 | 00.00% | 持仓不变 |
 戴蒙德能源FANG |
| 0.36% | 0.42% | $73.1万 | 4,160股 | $82.3万 | 4,160股 | 00.00% | 持仓不变 |
 ONEOKOKE |
| 0.33% | 0.36% | $68.0万 | 7,824股 | $70.7万 | 7,824股 | 00.00% | 持仓不变 |
| TTRINITY INDUSTRIES INC COM USD0.01TRN |
| 0.3% | 0.29% | $62.2万 | 1.8万股 | $57.9万 | 1.8万股 | 00.00% | 持仓不变 |
 TRACTOR SUPPLY COMTSCO |
| 0.28% | 0.41% | $56.9万 | 1.8万股 | $81.5万 | 1.8万股 | 00.00% | 持仓不变 |
| EENERGY TRANSFER L PET |
| 0.27% | 0.28% | $55.4万 | 2.9万股 | $56.0万 | 2.9万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.21% | — | $43.1万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
 亚马逊AMZN |
| 0.21% | 0.19% | $42.7万 | 1,792股 | $37.1万 | 1,780股 | +12股+0.67% | 加仓 |
 帕兰提尔PLTR |
| 0.2% | 0.26% | $40.8万 | 3,500股 | $51.2万 | 3,500股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.19% | — | $39.8万 | 1,335股 | $0 | 0股 | +1,335股 | 新买入 |
 美光科技MU |
| 0.19% | — | $39.2万 | 340股 | $0 | 0股 | +340股 | 新买入 |
 博通AVGO |
| 0.19% | 0.16% | $38.3万 | 1,015股 | $31.4万 | 1,015股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.16% | 0.21% | $33.4万 | 1,066股 | $41.5万 | 1,166股 | -100股-8.58% | 减仓 |
 USA COMPRESSION PARTNERSUSAC |
| 0.15% | 0.16% | $31.7万 | 1.2万股 | $32.5万 | 1.2万股 | 00.00% | 持仓不变 |
| CCOMMERCIAL METALSCMC |
| 0.15% | 0.16% | $31.4万 | 5,000股 | $30.7万 | 5,000股 | 00.00% | 持仓不变 |
| SSPDR SER TR S&PXSD |
| 0.15% | — | $30.9万 | 496股 | $0 | 0股 | +496股 | 新买入 |
