微软MSFT |
| 19.64% | 20.91% | $3,119.7万 | 8.4万股 | $3,133.0万 | 8.5万股 | -1,003股-1.19% | 减仓 |
伯克希尔哈撒韦BRK.B |
| 8.93% | 9.01% | $1,418.1万 | 2.8万股 | $1,350.6万 | 2.8万股 | +155股+0.55% | 加仓 |
好市多COST |
| 7.58% | 8.64% | $1,204.4万 | 1.3万股 | $1,294.4万 | 1.3万股 | -115股-0.89% | 减仓 |
纽柯钢铁NUE |
| 6.36% | 5.25% | $1,010.2万 | 4.5万股 | $787.1万 | 4.7万股 | -1,195股-2.57% | 减仓 |
| G通用动力VTI |
| 4.07% | 3.74% | $646.6万 | 1.7万股 | $560.6万 | 1.7万股 | 00.00% | 持仓不变 |
宝洁PG |
| 3.48% | 3.62% | $552.6万 | 3.8万股 | $542.7万 | 3.8万股 | +106股+0.28% | 加仓 |
强生JNJ |
| 3.46% | 3.53% | $549.6万 | 2.2万股 | $529.2万 | 2.2万股 | -11股-0.05% | 减仓 |
美国合众银行USB |
| 3.38% | 3.12% | $537.6万 | 8.9万股 | $467.6万 | 9.0万股 | -892股-0.99% | 减仓 |
ExpediaEXPE |
| 3.12% | 2.94% | $495.8万 | 3.0万股 | $440.6万 | 3.1万股 | -341股-1.11% | 减仓 |
GE航空GE |
| 2.63% | 2.12% | $418.2万 | 1.1万股 | $317.5万 | 1.1万股 | 00.00% | 持仓不变 |
帕卡PCAR |
| 2.59% | 2.62% | $410.8万 | 3.4万股 | $392.1万 | 3.4万股 | +247股+0.73% | 加仓 |
WASTE MGMT DELWM |
| 2.52% | 2.81% | $400.9万 | 1.8万股 | $421.3万 | 1.8万股 | -349股-1.90% | 减仓 |
艾伯维ABBV |
| 2.44% | 2.28% | $386.9万 | 1.5万股 | $340.9万 | 1.6万股 | -300股-1.91% | 减仓 |
3M COMMMM |
| 2.21% | 2.15% | $351.3万 | 2.2万股 | $321.6万 | 2.2万股 | -445股-2.01% | 减仓 |
GE VernovaGEV |
| 1.5% | 1.18% | $237.9万 | 2,025股 | $176.8万 | 2,025股 | 00.00% | 持仓不变 |
英伟达NVDA |
| 1.47% | 1.36% | $233.9万 | 1.2万股 | $203.9万 | 1.2万股 | 00.00% | 持仓不变 |
苹果AAPL |
| 1.45% | 1.35% | $229.9万 | 7,944股 | $201.6万 | 7,944股 | 00.00% | 持仓不变 |
星巴克SBUX |
| 1.35% | 1.26% | $214.2万 | 2.1万股 | $188.6万 | 2.1万股 | -89股-0.42% | 减仓 |
卡特彼勒CAT |
| 1.21% | 0.85% | $192.1万 | 1,804股 | $127.7万 | 1,803股 | +1股+0.06% | 加仓 |
埃克森美孚XOM |
| 1.16% | 1.54% | $184.3万 | 1.3万股 | $230.4万 | 1.4万股 | -97股-0.71% | 减仓 |
家得宝HD |
| 0.97% | 0.96% | $154.3万 | 4,375股 | $143.9万 | 4,375股 | 00.00% | 持仓不变 |
KROGER COMKR |
| 0.95% | 1.34% | $151.0万 | 2.7万股 | $200.1万 | 2.8万股 | -468股-1.69% | 减仓 |
| DDAVIS FUNDAMENTAL ETF TRDINT |
| 0.94% | 0.96% | $148.9万 | 5.2万股 | $143.3万 | 5.3万股 | -1,000股-1.88% | 减仓 |
| AAT&TT |
| 0.85% | 1.28% | $135.6万 | 6.6万股 | $192.3万 | 6.6万股 | -797股-1.20% | 减仓 |
CHUBB LIMITEDCB |
| 0.81% | 0.82% | $128.4万 | 3,768股 | $122.8万 | 3,768股 | 00.00% | 持仓不变 |
| C资本集团固定收益ETF信托BANFP |
| 0.75% | 0.58% | $118.7万 | 4.5万股 | $86.7万 | 3.3万股 | +1.2万股+36.36% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.72% | 0.39% | $115.1万 | 4,863股 | $57.8万 | 2,688股 | +2,175股+80.92% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.7% | 0.82% | $111.7万 | 8,840股 | $123.2万 | 8,839股 | +1股+0.01% | 加仓 |
CSX铁路CSX |
| 0.65% | 0.59% | $102.7万 | 2.2万股 | $88.7万 | 2.2万股 | 00.00% | 持仓不变 |
麦当劳MCD |
| 0.64% | 0.83% | $102.4万 | 3,788股 | $123.9万 | 3,988股 | -200股-5.02% | 减仓 |
思科CSCO |
| 0.62% | 0.44% | $98.8万 | 8,413股 | $65.2万 | 8,409股 | +4股+0.05% | 加仓 |
| V先锋领航指数基金VOO |
| 0.6% | 0.54% | $96.0万 | 1,398股 | $81.3万 | 1,360股 | +38股+2.79% | 加仓 |
联邦快递FDX |
| 0.58% | 0.72% | $92.0万 | 2,939股 | $108.2万 | 3,039股 | -100股-3.29% | 减仓 |
美敦力MDT |
| 0.57% | 0.69% | $90.5万 | 1.2万股 | $102.8万 | 1.2万股 | -292股-2.46% | 减仓 |
| RRBB FUND TRUSTFEOE |
| 0.51% | 0.33% | $80.6万 | 1.5万股 | $50.0万 | 9,900股 | +5,200股+52.53% | 加仓 |
诺和诺德NVO |
| 0.48% | 0.39% | $76.5万 | 1.6万股 | $58.6万 | 1.6万股 | 00.00% | 持仓不变 |
波音BA |
| 0.48% | 0.47% | $76.2万 | 3,520股 | $70.1万 | 3,520股 | 00.00% | 持仓不变 |
| CCOLUMBIA ETF TR INJNK |
| 0.48% | 0.5% | $75.6万 | 3.6万股 | $74.5万 | 3.6万股 | 00.00% | 持仓不变 |
星座能源CEG |
| 0.46% | 0.57% | $73.8万 | 2,970股 | $84.8万 | 3,036股 | -66股-2.17% | 减仓 |
LOWES COS COMLOW |
| 0.45% | 0.51% | $70.8万 | 3,212股 | $75.9万 | 3,212股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.43% | 0.37% | $68.3万 | 1,934股 | $55.5万 | 1,934股 | 00.00% | 持仓不变 |
礼来LLY |
| 0.39% | 0.32% | $62.6万 | 522股 | $48.0万 | 522股 | 00.00% | 持仓不变 |
| E爱克斯龙EXC |
| 0.37% | 0.45% | $59.2万 | 1.3万股 | $66.7万 | 1.4万股 | -900股-6.61% | 减仓 |
WELLS FARGO NEWWFC |
| 0.37% | 0.39% | $58.9万 | 7,125股 | $58.3万 | 7,325股 | -200股-2.73% | 减仓 |
| Q高通QCOM |
| 0.35% | 0.26% | $55.6万 | 3,008股 | $38.7万 | 3,007股 | +1股+0.03% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 0.35% | 0.21% | $55.3万 | 7,579股 | $32.1万 | 5,879股 | +1,700股+28.92% | 加仓 |
| J摩根大通交易所交易基金JPLD |
| 0.34% | — | $54.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
亚马逊AMZN |
| 0.33% | 0.31% | $52.4万 | 2,200股 | $45.8万 | 2,200股 | 00.00% | 持仓不变 |
| GGUINNESS ATKINSON DIVIDEND BUILDER ETFDIVS |
| 0.31% | 0.3% | $49.2万 | 1.5万股 | $45.5万 | 1.5万股 | 00.00% | 持仓不变 |
AMGEN COMAMGN |
| 0.31% | 0.32% | $48.7万 | 1,346股 | $47.2万 | 1,343股 | +3股+0.22% | 加仓 |