 微软MSFT |
| 13.4% | 14.03% | $1.55亿 | 41.5万股 | $1.54亿 | 41.6万股 | -161股-0.04% | 减仓 |
 高盛GS |
| 6.56% | 5.89% | $7,588.0万 | 7.5万股 | $6,455.2万 | 7.6万股 | -1,277股-1.67% | 减仓 |
 伊顿ETN |
| 4.99% | 4.46% | $5,765.5万 | 13.5万股 | $4,892.2万 | 13.7万股 | -1,476股-1.08% | 减仓 |
 卡特彼勒CAT |
| 4.94% | 3.52% | $5,707.2万 | 5.4万股 | $3,858.6万 | 5.4万股 | -870股-1.60% | 减仓 |
 沃尔玛WMT |
| 4.68% | 5.47% | $5,416.1万 | 47.8万股 | $5,997.6万 | 48.3万股 | -4,387股-0.91% | 减仓 |
 标普全球SPGI |
| 4.44% | 4.89% | $5,136.9万 | 12.6万股 | $5,366.3万 | 12.6万股 | -33股-0.03% | 减仓 |
 LOWES COS COMLOW |
| 4.28% | 4.88% | $4,954.5万 | 22.5万股 | $5,348.6万 | 22.6万股 | -1,665股-0.74% | 减仓 |
 CARRIER GLOBALCARR |
| 3.03% | 2.48% | $3,498.3万 | 47.7万股 | $2,719.9万 | 48.3万股 | -6,090股-1.26% | 减仓 |
 宝洁PG |
| 2.91% | 3.05% | $3,369.0万 | 23.0万股 | $3,339.9万 | 23.1万股 | -1,485股-0.64% | 减仓 |
 WELLS FARGO NEWWFC |
| 2.88% | 2.94% | $3,330.8万 | 40.3万股 | $3,225.7万 | 40.5万股 | -2,142股-0.53% | 减仓 |
 SYSCO COMSYY |
| 2.75% | 2.5% | $3,182.7万 | 38.1万股 | $2,743.1万 | 38.5万股 | -3,777股-0.98% | 减仓 |
| B纽约梅隆银行BK |
| 2.71% | 2.37% | $3,133.4万 | 21.7万股 | $2,599.6万 | 21.9万股 | -2,456股-1.12% | 减仓 |
 迪士尼DIS |
| 2.17% | 2.3% | $2,507.7万 | 26.1万股 | $2,526.8万 | 26.2万股 | -1,633股-0.62% | 减仓 |
 安桥ENB |
| 2.05% | 2.18% | $2,367.3万 | 43.7万股 | $2,387.9万 | 44.1万股 | -4,377股-0.99% | 减仓 |
 霍尼韦尔HON |
| 1.93% | 4.13% | $2,231.3万 | 10.0万股 | $4,525.9万 | 20.0万股 | -10.1万股-50.24% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.9% | — | $2,197.0万 | 9.9万股 | $0 | 0股 | +9.9万股 | 新买入 |
 雷神技术RTX |
| 1.89% | 2.03% | $2,185.4万 | 11.5万股 | $2,226.0万 | 11.5万股 | -216股-0.19% | 减仓 |
 艺康ECL |
| 1.87% | 1.87% | $2,160.2万 | 7.8万股 | $2,053.5万 | 7.7万股 | +339股+0.44% | 加仓 |
 联合包裹UPSUPS |
| 1.67% | 1.63% | $1,931.6万 | 18.0万股 | $1,789.6万 | 18.2万股 | -2,228股-1.22% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 1.58% | 1.7% | $1,827.4万 | 12.1万股 | $1,868.6万 | 11.9万股 | +1,915股+1.61% | 加仓 |
 史丹利百得SWK |
| 1.54% | 1.23% | $1,778.2万 | 18.9万股 | $1,344.5万 | 18.9万股 | -272股-0.14% | 减仓 |
 艾利丹尼森AVY |
| 1.45% | 1.64% | $1,679.6万 | 10.3万股 | $1,800.8万 | 10.4万股 | -828股-0.79% | 减仓 |
 艾默生电气EMR |
| 1.34% | 1.3% | $1,548.5万 | 10.8万股 | $1,424.4万 | 10.9万股 | -544股-0.50% | 减仓 |
 Truist金融TFC |
| 1.31% | 1.28% | $1,514.3万 | 30.4万股 | $1,407.0万 | 30.6万股 | -2,108股-0.69% | 减仓 |
 苹果AAPL |
| 1.15% | 1.07% | $1,331.2万 | 4.6万股 | $1,172.3万 | 4.6万股 | -186股-0.40% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 1.04% | 1.33% | $1,198.6万 | 48.8万股 | $1,453.8万 | 50.6万股 | -1.8万股-3.59% | 减仓 |
 强生JNJ |
| 0.88% | 0.91% | $1,019.5万 | 4.0万股 | $994.7万 | 4.1万股 | -551股-1.35% | 减仓 |
 埃森哲ACN |
| 0.87% | 0.74% | $1,008.1万 | 8.1万股 | $806.1万 | 4.1万股 | +4.0万股+99.27% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.85% | 0.88% | $988.3万 | 18.9万股 | $967.0万 | 18.4万股 | +4,607股+2.50% | 加仓 |
 埃克森美孚XOM |
| 0.77% | 1.01% | $888.2万 | 6.5万股 | $1,107.7万 | 6.5万股 | -325股-0.50% | 减仓 |
 艾伯维ABBV |
| 0.66% | 0.61% | $765.7万 | 3.0万股 | $668.3万 | 3.1万股 | -297股-0.97% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.5% | 0.52% | $581.3万 | 19.4万股 | $571.6万 | 19.0万股 | +3,611股+1.90% | 加仓 |
 沃特世WAT |
| 0.49% | 0.42% | $567.4万 | 1.5万股 | $455.9万 | 1.5万股 | -181股-1.18% | 减仓 |
 ADOBE COMADBE |
| 0.46% | 0.56% | $531.6万 | 2.6万股 | $616.1万 | 2.5万股 | +581股+2.29% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 0.42% | 0.48% | $489.6万 | 6.8万股 | $525.5万 | 6.8万股 | +203股+0.30% | 加仓 |
| V先锋领航·TOTALBND |
| 0.39% | 0.41% | $446.7万 | 6.1万股 | $446.5万 | 6.1万股 | +218股+0.36% | 加仓 |
 英伟达NVDA |
| 0.38% | 0.42% | $443.6万 | 2.2万股 | $456.9万 | 2.6万股 | -4,030股-15.38% | 减仓 |
 摩根大通JPM |
| 0.38% | 0.36% | $439.2万 | 1.3万股 | $397.3万 | 1.4万股 | -89股-0.66% | 减仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.38% | 0.35% | $437.4万 | 4.9万股 | $381.1万 | 5.0万股 | -672股-1.34% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.38% | 0.38% | $434.7万 | 8,688股 | $418.6万 | 8,735股 | -47股-0.54% | 减仓 |
 百时美施贵宝BMY |
| 0.38% | 0.42% | $433.7万 | 7.5万股 | $456.8万 | 7.5万股 | -58股-0.08% | 减仓 |
 CORECIVICCXW |
| 0.37% | 0.25% | $433.0万 | 14.3万股 | $269.5万 | 14.3万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.32% | 0.45% | $366.7万 | 2.6万股 | $488.6万 | 11.1万股 | -8.4万股-76.28% | 减仓 |
 家得宝HD |
| 0.3% | 0.29% | $346.1万 | 9,813股 | $320.8万 | 9,753股 | +60股+0.62% | 加仓 |
 OLD REP INTLORI |
| 0.29% | 0.3% | $335.7万 | 8.2万股 | $333.8万 | 8.4万股 | -1,613股-1.93% | 减仓 |
 亚马逊AMZN |
| 0.27% | 0.25% | $308.7万 | 1.3万股 | $270.8万 | 1.3万股 | -52股-0.40% | 减仓 |
 威瑞森VZ |
| 0.26% | 0.32% | $297.8万 | 7.0万股 | $351.8万 | 7.0万股 | +257股+0.37% | 加仓 |
 雅培ABT |
| 0.24% | 0.27% | $277.2万 | 3.1万股 | $297.2万 | 2.9万股 | +1,602股+5.53% | 加仓 |
| AAT&TT |
| 0.24% | 0.34% | $275.4万 | 13.3万股 | $371.2万 | 12.8万股 | +4,991股+3.90% | 加仓 |
 FIRST HORIZONFHN |
| 0.24% | 0.22% | $275.2万 | 10.7万股 | $244.9万 | 10.8万股 | -257股-0.24% | 减仓 |
