 谷歌AGOOGL |
| 9.16% | 7.97% | $2,272.7万 | 6.4万股 | $1,825.0万 | 6.3万股 | +130股+0.20% | 加仓 |
 D R HORTONDHI |
| 8.57% | 7.86% | $2,127.4万 | 13.1万股 | $1,799.2万 | 13.1万股 | -508股-0.39% | 减仓 |
 康明斯CMI |
| 7.92% | 6.49% | $1,966.5万 | 2.8万股 | $1,486.5万 | 2.8万股 | -58股-0.21% | 减仓 |
 苹果AAPL |
| 7.38% | 6.89% | $1,832.5万 | 6.3万股 | $1,578.6万 | 6.2万股 | +1,127股+1.81% | 加仓 |
 微软MSFT |
| 7.03% | 7.57% | $1,745.9万 | 4.7万股 | $1,734.1万 | 4.7万股 | -40股-0.09% | 减仓 |
 思科CSCO |
| 6.49% | 4.66% | $1,611.2万 | 13.7万股 | $1,066.8万 | 13.7万股 | -328股-0.24% | 减仓 |
 伊顿ETN |
| 6.27% | 5.76% | $1,556.0万 | 3.7万股 | $1,318.4万 | 3.7万股 | -345股-0.94% | 减仓 |
| FFiservFISV |
| 4.6% | 5.68% | $1,142.6万 | 23.3万股 | $1,301.3万 | 23.3万股 | -245股-0.11% | 减仓 |
 派克汉尼汾PH |
| 4.41% | 4.41% | $1,095.7万 | 1.1万股 | $1,010.3万 | 1.1万股 | -84股-0.74% | 减仓 |
 JacobsJ |
| 3.86% | 4.25% | $958.1万 | 7.6万股 | $973.2万 | 7.6万股 | -419股-0.55% | 减仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 3.44% | 2.85% | $853.7万 | 11.0万股 | $651.9万 | 11.3万股 | -3,589股-3.17% | 减仓 |
 空气化工APD |
| 2.65% | 2.86% | $657.9万 | 2.2万股 | $656.1万 | 2.3万股 | -147股-0.65% | 减仓 |
 HERSHEY COMHSY |
| 2.57% | 1.96% | $638.8万 | 3.6万股 | $449.0万 | 2.2万股 | +1.5万股+68.59% | 加仓 |
 多佛DOV |
| 2.54% | 2.6% | $629.3万 | 2.8万股 | $594.4万 | 2.9万股 | -455股-1.60% | 减仓 |
 PAYCHEX COMPAYX |
| 2.35% | 2.41% | $583.2万 | 5.9万股 | $551.2万 | 6.0万股 | -527股-0.88% | 减仓 |
 史赛克SYK |
| 2.3% | 2.6% | $569.8万 | 1.8万股 | $594.3万 | 1.8万股 | +10股+0.06% | 加仓 |
 美敦力MDT |
| 2.29% | 2.76% | $569.4万 | 7.3万股 | $631.7万 | 7.3万股 | -118股-0.16% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.17% | 2.03% | $538.2万 | 7,207股 | $465.8万 | 7,162股 | +45股+0.63% | 加仓 |
| T赛默飞世尔TMO |
| 2.01% | 2.16% | $499.7万 | 9,966股 | $494.4万 | 1.0万股 | -93股-0.92% | 减仓 |
 甲骨文ORCL |
| 1.91% | 3.83% | $474.1万 | 3.2万股 | $876.6万 | 6.0万股 | -2.7万股-45.71% | 减仓 |
 霍尼韦尔HON |
| 1.83% | 4.02% | $453.4万 | 2.0万股 | $921.3万 | 4.1万股 | -2.1万股-50.32% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.8% | — | $447.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 康宁GLW |
| 1.64% | 2.26% | $408.1万 | 1.6万股 | $518.2万 | 3.8万股 | -2.2万股-58.07% | 减仓 |
 埃森哲ACN |
| 1.62% | 2.87% | $403.1万 | 3.2万股 | $658.2万 | 3.3万股 | -804股-2.42% | 减仓 |
 ARROW ELECTRSARW |
| 1.57% | 1.14% | $389.6万 | 1.8万股 | $261.6万 | 1.8万股 | +15股+0.08% | 加仓 |
 财捷INTU |
| 0.57% | 1.03% | $141.3万 | 5,415股 | $236.1万 | 5,460股 | -45股-0.82% | 减仓 |
| AAMDOCS SHSDOX |
| 0.55% | 0.78% | $136.2万 | 2.7万股 | $178.6万 | 2.7万股 | -425股-1.55% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.13% | $45.8万 | 1,296股 | $30.0万 | 1,046股 | +250股+23.90% | 加仓 |
 INDEPENDENT BK MASSINDB |
| 0.17% | 0.17% | $43.4万 | 5,184股 | $39.0万 | 5,184股 | 00.00% | 持仓不变 |
 BROADSTONE NET LEASEBNL |
| 0.13% | — | $33.5万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
