 微软MSFT |
| 7.81% | 8.27% | $2,382.3万 | 6.4万股 | $2,319.4万 | 6.3万股 | +1,207股+1.93% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 7.59% | 7.86% | $2,312.7万 | 4.6万股 | $2,203.1万 | 4.6万股 | +243股+0.53% | 加仓 |
 好市多COST |
| 7.22% | 7.89% | $2,200.5万 | 2.4万股 | $2,212.9万 | 2.2万股 | +1,315股+5.92% | 加仓 |
 苹果AAPL |
| 6.64% | 6.22% | $2,023.3万 | 7.0万股 | $1,742.8万 | 6.9万股 | +1,255股+1.83% | 加仓 |
 强生JNJ |
| 5.48% | 5.54% | $1,670.6万 | 6.6万股 | $1,553.7万 | 6.4万股 | +2,216股+3.49% | 加仓 |
 艾伯维ABBV |
| 4.83% | 4.43% | $1,471.1万 | 5.8万股 | $1,240.7万 | 5.7万股 | +1,415股+2.48% | 加仓 |
 家得宝HD |
| 3.99% | 4.29% | $1,217.1万 | 3.5万股 | $1,202.2万 | 3.7万股 | -2,044股-5.59% | 减仓 |
 AON SHS CL AAON |
| 3.64% | 3.79% | $1,108.5万 | 3.3万股 | $1,061.5万 | 3.3万股 | +533股+1.62% | 加仓 |
 ILLINOIS TOOLITW |
| 3.63% | 3.69% | $1,105.7万 | 4.1万股 | $1,033.7万 | 4.0万股 | +1,168股+2.94% | 加仓 |
 联合太平洋铁路UNP |
| 3.61% | 3.48% | $1,100.3万 | 4.0万股 | $976.0万 | 4.0万股 | +225股+0.56% | 加仓 |
| BBANK OF AMERBAC |
| 3.59% | 3.29% | $1,093.8万 | 19.2万股 | $923.6万 | 18.9万股 | +2,500股+1.32% | 加仓 |
 高盛GS |
| 3.46% | 3.2% | $1,053.7万 | 1.0万股 | $897.3万 | 1.1万股 | -188股-1.77% | 减仓 |
 百事可乐PEP |
| 2.7% | 3.52% | $823.1万 | 6.1万股 | $986.7万 | 6.4万股 | -2,745股-4.32% | 减仓 |
 甲骨文ORCL |
| 2.66% | 2.83% | $812.4万 | 5.5万股 | $793.9万 | 5.4万股 | +1,470股+2.72% | 加仓 |
 VisaV |
| 2.56% | 2.36% | $779.3万 | 2.3万股 | $660.8万 | 2.2万股 | +850股+3.89% | 加仓 |
 雅培ABT |
| 2.38% | 2.89% | $726.2万 | 8.0万股 | $809.2万 | 7.9万股 | +1,225股+1.55% | 加仓 |
| B纽约梅隆银行BK |
| 1.68% | 1.51% | $511.5万 | 3.5万股 | $424.3万 | 3.6万股 | -400股-1.12% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.47% | 1.32% | $447.1万 | 1.1万股 | $369.3万 | 1.2万股 | -350股-3.02% | 减仓 |
 CHURCH & DWIGHTCHD |
| 1.34% | 1.35% | $407.2万 | 4.2万股 | $379.2万 | 4.1万股 | +1,399股+3.44% | 加仓 |
 霍尼韦尔HON |
| 1.25% | 2.62% | $381.8万 | 1.7万股 | $733.9万 | 3.2万股 | -1.5万股-47.49% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.24% | — | $377.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| BBECTON DICKINSON & COMBDX |
| 1.24% | 1.59% | $376.7万 | 2.5万股 | $447.1万 | 2.8万股 | -3,548股-12.48% | 减仓 |
 麦当劳MCD |
| 1.23% | 1.31% | $374.6万 | 1.4万股 | $368.6万 | 1.2万股 | +2,000股+16.86% | 加仓 |
 CVS健康CVS |
| 1.11% | 0.86% | $339.7万 | 3.3万股 | $240.8万 | 3.4万股 | -690股-2.06% | 减仓 |
 诺和诺德NVO |
| 1.1% | 0.96% | $336.8万 | 7.0万股 | $269.3万 | 7.3万股 | -3,040股-4.15% | 减仓 |
 联合包裹UPSUPS |
| 1.09% | 0.96% | $333.0万 | 3.1万股 | $268.0万 | 2.7万股 | +3,741股+13.73% | 加仓 |
 礼来LLY |
| 1.02% | 0.87% | $312.0万 | 2,602股 | $243.9万 | 2,652股 | -50股-1.89% | 减仓 |
| Q高通QCOM |
| 0.92% | 0.88% | $281.3万 | 1.5万股 | $245.7万 | 1.9万股 | -3,853股-20.20% | 减仓 |
 万事达MA |
| 0.9% | 0.88% | $273.1万 | 5,317股 | $246.2万 | 4,927股 | +390股+7.92% | 加仓 |
 AMERICAN INTL COM NEWAIG |
| 0.88% | 0.88% | $269.6万 | 3.6万股 | $246.5万 | 3.3万股 | +3,415股+10.43% | 加仓 |
 默沙东MRK |
| 0.87% | 0.83% | $264.1万 | 2.1万股 | $231.5万 | 1.9万股 | +1,305股+6.78% | 加仓 |
 PAYCHEX COMPAYX |
| 0.86% | 0.85% | $260.7万 | 2.7万股 | $239.2万 | 2.6万股 | +550股+2.12% | 加仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.79% | 0.85% | $240.3万 | 4.8万股 | $237.2万 | 4.7万股 | +625股+1.33% | 加仓 |
| EEBAY COMEBAY |
| 0.74% | 0.65% | $227.0万 | 2.0万股 | $182.6万 | 2.0万股 | +255股+1.27% | 加仓 |
 空气化工APD |
| 0.61% | 0.58% | $186.4万 | 6,358股 | $161.7万 | 5,568股 | +790股+14.19% | 加仓 |
 ADPADP |
| 0.58% | 0.59% | $176.1万 | 7,862股 | $165.6万 | 8,149股 | -287股-3.52% | 减仓 |
 摩根大通JPM |
| 0.48% | 0.46% | $145.5万 | 4,444股 | $129.5万 | 4,404股 | +40股+0.91% | 加仓 |
 奎斯特诊断DGX |
| 0.47% | 0.48% | $144.4万 | 6,812股 | $133.5万 | 6,812股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.47% | 0.15% | $143.6万 | 1,244股 | $42.0万 | 1,244股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.42% | 0.13% | $127.7万 | 1.6万股 | $37.2万 | 4,892股 | +1.1万股+221.26% | 加仓 |
 亚马逊AMZN |
| 0.36% | 0.15% | $111.1万 | 4,663股 | $41.0万 | 1,968股 | +2,695股+136.94% | 加仓 |
| N新纪元能源NEE |
| 0.35% | 0.4% | $106.9万 | 1.2万股 | $112.7万 | 1.2万股 | +50股+0.41% | 加仓 |
 沃特世WAT |
| 0.32% | 0.38% | $97.7万 | 2,604股 | $105.7万 | 3,550股 | -946股-26.65% | 减仓 |
 美国运通AXP |
| 0.29% | 0.28% | $89.2万 | 2,637股 | $79.8万 | 2,637股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.29% | 0.33% | $87.3万 | 5,953股 | $92.3万 | 6,393股 | -440股-6.88% | 减仓 |
| V先锋领航指数基金VOO |
| 0.27% | 0.24% | $82.7万 | 1,203股 | $67.4万 | 1,128股 | +75股+6.65% | 加仓 |
 摩根士丹利MS |
| 0.23% | — | $69.7万 | 3,332股 | $0 | 0股 | +3,332股 | 新买入 |
 穆迪MCO |
| 0.22% | 0.23% | $68.2万 | 1,505股 | $65.7万 | 1,505股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.22% | 0.24% | $67.4万 | 1,197股 | $68.5万 | 1,197股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.21% | 0.24% | $63.9万 | 2,900股 | $68.5万 | 2,900股 | 00.00% | 持仓不变 |
