 苹果AAPL |
| 6.12% | 6.03% | $1,065.7万 | 3.7万股 | $940.1万 | 3.7万股 | -215股-0.58% | 减仓 |
| BBANK OF AMERBAC |
| 3.94% | 3.97% | $686.7万 | 12.1万股 | $619.0万 | 12.7万股 | -6,468股-5.09% | 减仓 |
 雅培ABT |
| 3.9% | 4.89% | $679.3万 | 7.5万股 | $762.7万 | 7.4万股 | +575股+0.77% | 加仓 |
 艾伯维ABBV |
| 3.84% | 3.7% | $669.4万 | 2.7万股 | $577.1万 | 2.7万股 | +65股+0.24% | 加仓 |
 摩根大通JPM |
| 3.68% | 4.45% | $640.5万 | 2.0万股 | $694.9万 | 2.4万股 | -4,057股-17.17% | 减仓 |
 默沙东MRK |
| 3.56% | 3.71% | $619.5万 | 4.8万股 | $578.1万 | 4.8万股 | +153股+0.32% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.96% | 2.68% | $515.5万 | 1.5万股 | $418.1万 | 1.5万股 | +15股+0.10% | 加仓 |
 微软MSFT |
| 2.24% | 2.44% | $389.2万 | 1.0万股 | $381.1万 | 1.0万股 | +139股+1.35% | 加仓 |
 卡特彼勒CAT |
| 2.22% | 1.65% | $385.7万 | 3,622股 | $257.1万 | 3,629股 | -7股-0.19% | 减仓 |
 礼来LLY |
| 2.09% | 1.76% | $363.1万 | 3,027股 | $274.6万 | 2,985股 | +42股+1.41% | 加仓 |
 CVS健康CVS |
| 2.03% | 1.59% | $354.0万 | 3.4万股 | $248.1万 | 3.5万股 | -321股-0.93% | 减仓 |
 亚马逊AMZN |
| 1.72% | 1.67% | $299.6万 | 1.3万股 | $260.6万 | 1.3万股 | +60股+0.48% | 加仓 |
 辉瑞PFE |
| 1.71% | 2.09% | $296.9万 | 12.3万股 | $326.6万 | 11.6万股 | +6,988股+6.01% | 加仓 |
| I景顺QQQ信托VOO |
| 1.64% | 1.44% | $286.1万 | 3,885股 | $224.8万 | 3,895股 | -10股-0.26% | 减仓 |
 VisaV |
| 1.39% | 1.37% | $242.9万 | 7,079股 | $213.3万 | 7,059股 | +20股+0.28% | 加仓 |
 好市多COST |
| 1.38% | 1.65% | $240.5万 | 2,571股 | $256.9万 | 2,578股 | -7股-0.27% | 减仓 |
 强生JNJ |
| 1.33% | 1.42% | $231.8万 | 9,126股 | $220.9万 | 9,038股 | +88股+0.97% | 加仓 |
 应用材料AMAT |
| 1.25% | 0.66% | $217.3万 | 3,005股 | $102.7万 | 3,005股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 1.19% | 1.36% | $207.0万 | 9,288股 | $212.3万 | 9,238股 | +50股+0.54% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.02% | 1.08% | $176.9万 | 3,535股 | $168.2万 | 3,509股 | +26股+0.74% | 加仓 |
 博通AVGO |
| 0.96% | 0.88% | $168.0万 | 4,448股 | $137.8万 | 4,451股 | -3股-0.07% | 减仓 |
 CSX铁路CSX |
| 0.95% | 0.91% | $165.8万 | 3.5万股 | $142.0万 | 3.5万股 | +302股+0.87% | 加仓 |
 黑石集团BX |
| 0.88% | 0.94% | $153.5万 | 1.3万股 | $146.6万 | 1.3万股 | +297股+2.33% | 加仓 |
 伊顿ETN |
| 0.88% | 0.81% | $153.4万 | 3,600股 | $126.2万 | 3,527股 | +73股+2.07% | 加仓 |
 联合太平洋铁路UNP |
| 0.87% | 0.86% | $152.3万 | 5,598股 | $134.2万 | 5,532股 | +66股+1.19% | 加仓 |
 高盛GS |
| 0.85% | 0.79% | $147.1万 | 1,455股 | $123.5万 | 1,460股 | -5股-0.34% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.81% | 0.8% | $141.8万 | 1,899股 | $124.1万 | 1,908股 | -9股-0.47% | 减仓 |
 康明斯CMI |
| 0.81% | 0.68% | $140.9万 | 1,976股 | $106.3万 | 1,975股 | +1股+0.05% | 加仓 |
 迪尔DE |
| 0.81% | 0.8% | $140.4万 | 2,213股 | $124.6万 | 2,213股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.79% | 0.91% | $137.8万 | 7,264股 | $141.8万 | 7,348股 | -84股-1.14% | 减仓 |
 谷歌AGOOGL |
| 0.76% | 0.7% | $132.5万 | 3,709股 | $108.9万 | 3,788股 | -79股-2.09% | 减仓 |
 家得宝HD |
| 0.75% | 0.75% | $130.3万 | 3,694股 | $116.4万 | 3,539股 | +155股+4.38% | 加仓 |
 嘉信理财SCHW |
| 0.75% | 0.81% | $130.0万 | 1.4万股 | $127.1万 | 1.4万股 | +561股+4.15% | 加仓 |
 UNITED RENTALSURI |
| 0.71% | 0.52% | $123.8万 | 1,093股 | $80.7万 | 1,108股 | -15股-1.35% | 减仓 |
| V先锋领航全球基金VGT |
| 0.7% | 0.55% | $121.8万 | 1.0万股 | $86.2万 | 1,236股 | +8,952股+724.27% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.69% | 0.73% | $120.0万 | 4,608股 | $113.9万 | 4,608股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.65% | 0.8% | $113.3万 | 1.0万股 | $124.3万 | 1.0万股 | +1股+0.01% | 加仓 |
 英伟达NVDA |
| 0.62% | 0.63% | $108.1万 | 5,403股 | $97.8万 | 5,608股 | -205股-3.66% | 减仓 |
 英特尔INTC |
| 0.62% | 0.22% | $107.4万 | 7,695股 | $34.0万 | 7,695股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.61% | 0.46% | $105.5万 | 8,983股 | $71.2万 | 9,183股 | -200股-2.18% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.61% | 0.6% | $105.4万 | 4,455股 | $93.5万 | 4,349股 | +106股+2.44% | 加仓 |
 埃克森美孚XOM |
| 0.56% | 0.81% | $98.3万 | 7,193股 | $127.1万 | 7,492股 | -299股-3.99% | 减仓 |
 波音BA |
| 0.56% | 0.57% | $98.1万 | 4,531股 | $88.2万 | 4,431股 | +100股+2.26% | 加仓 |
 百事可乐PEP |
| 0.56% | 0.72% | $97.9万 | 7,228股 | $112.2万 | 7,226股 | +2股+0.03% | 加仓 |
 麦当劳MCD |
| 0.55% | 0.69% | $95.0万 | 3,514股 | $106.9万 | 3,439股 | +75股+2.18% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.53% | 0.49% | $93.1万 | 3,781股 | $76.6万 | 3,681股 | +100股+2.72% | 加仓 |
 联邦快递FDX |
| 0.52% | 0.66% | $91.0万 | 2,907股 | $103.5万 | 2,906股 | +1股+0.03% | 加仓 |
 3M COMMMM |
| 0.52% | 0.5% | $90.5万 | 5,590股 | $78.6万 | 5,409股 | +181股+3.35% | 加仓 |
 Meta平台META |
| 0.52% | 0.57% | $89.8万 | 1,594股 | $89.3万 | 1,560股 | +34股+2.18% | 加仓 |
| V先锋领航指数基金VOO |
| 0.51% | 0.5% | $88.8万 | 1,293股 | $77.3万 | 1,293股 | 00.00% | 持仓不变 |
