 苹果AAPL |
| 5.08% | 4.86% | $1,383.9万 | 4.8万股 | $1,223.9万 | 4.8万股 | -400股-0.83% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.4% | 4.61% | $1,198.9万 | 2.4万股 | $1,160.6万 | 2.4万股 | -260股-1.07% | 减仓 |
 微软MSFT |
| 4.26% | 4.35% | $1,159.7万 | 3.1万股 | $1,094.2万 | 3.0万股 | +1,530股+5.18% | 加仓 |
 联合健康UNH |
| 3.73% | 2.63% | $1,016.0万 | 2.4万股 | $661.5万 | 2.4万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 3.14% | 3.55% | $855.4万 | 2.7万股 | $892.7万 | 2.7万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 3.1% | 3.26% | $845.4万 | 2.3万股 | $821.4万 | 2.3万股 | 00.00% | 持仓不变 |
 WESCO INTLWCC |
| 3.08% | 2.64% | $838.7万 | 2.4万股 | $664.3万 | 2.4万股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 2.98% | 2.96% | $812.4万 | 8,306股 | $744.5万 | 8,316股 | -10股-0.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.94% | 3.11% | $799.6万 | 2.3万股 | $783.2万 | 2.7万股 | -4,671股-17.11% | 减仓 |
 摩根大通JPM |
| 2.53% | 2.47% | $689.5万 | 2.1万股 | $622.6万 | 2.1万股 | -100股-0.47% | 减仓 |
 思科CSCO |
| 2.36% | 1.69% | $643.6万 | 5.5万股 | $425.8万 | 5.5万股 | -84股-0.15% | 减仓 |
 好市多COST |
| 2.06% | 2.37% | $560.5万 | 5,992股 | $597.1万 | 5,992股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.84% | 1.87% | $502.3万 | 1.4万股 | $471.6万 | 1.4万股 | -98股-0.68% | 减仓 |
 谷歌AGOOGL |
| 1.64% | 1.43% | $446.2万 | 1.2万股 | $359.0万 | 1.2万股 | 00.00% | 持仓不变 |
| GGlobal X基金QYLD |
| 1.52% | 0.02% | $414.7万 | 22.5万股 | $3.9万 | 22.5万股 | 00.00% | 持仓不变 |
 CNX RESCNX |
| 1.44% | 1.81% | $391.5万 | 11.5万股 | $456.3万 | 11.8万股 | -3,000股-2.53% | 减仓 |
 AMERICOLD REALTY TRUSTCOLD |
| 1.44% | 1.07% | $391.0万 | 24.9万股 | $269.7万 | 23.5万股 | +1.3万股+5.68% | 加仓 |
 直觉外科ISRG |
| 1.33% | 1.66% | $360.9万 | 9,075股 | $418.3万 | 9,075股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.31% | 1.37% | $357.8万 | 1.4万股 | $344.4万 | 1.4万股 | 00.00% | 持仓不变 |
| WWILLSCOTWSC |
| 1.31% | 0.86% | $355.6万 | 12.3万股 | $217.1万 | 12.5万股 | -1,800股-1.44% | 减仓 |
 亚马逊AMZN |
| 1.25% | 1.18% | $341.4万 | 1.4万股 | $298.3万 | 1.4万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.25% | 1.48% | $340.7万 | 3.0万股 | $373.8万 | 3.0万股 | 00.00% | 持仓不变 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 1.22% | 1.2% | $331.7万 | 9.8万股 | $302.4万 | 10.0万股 | -2,500股-2.49% | 减仓 |
 布鲁克菲尔德BN |
| 1.14% | 1.21% | $310.1万 | 7.3万股 | $304.4万 | 7.5万股 | -2,400股-3.19% | 减仓 |
 英特尔INTC |
| 1.13% | 0.45% | $308.8万 | 2.2万股 | $113.4万 | 2.6万股 | -3,575股-13.91% | 减仓 |
 雪佛龙CVX |
| 1.06% | 1.43% | $288.7万 | 1.7万股 | $360.3万 | 1.7万股 | +2股+0.01% | 加仓 |
 博通AVGO |
| 1.01% | 0.91% | $275.4万 | 7,290股 | $228.7万 | 7,390股 | -100股-1.35% | 减仓 |
 迪士尼DIS |
| 1% | 1.08% | $271.1万 | 2.8万股 | $272.4万 | 2.8万股 | -95股-0.34% | 减仓 |
 INGREDION COMINGR |
| 0.99% | 1.31% | $268.5万 | 2.8万股 | $329.8万 | 2.9万股 | -925股-3.16% | 减仓 |
 PROVIDENT FINL SVCSPFS |
| 0.93% | 0.9% | $252.8万 | 10.7万股 | $226.3万 | 10.7万股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 0.93% | 0.97% | $252.8万 | 4.5万股 | $243.3万 | 2.3万股 | +2.2万股+96.13% | 加仓 |
 可口可乐KO |
| 0.91% | 0.94% | $247.7万 | 3.0万股 | $236.4万 | 3.1万股 | -600股-1.93% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.86% | 0.91% | $234.1万 | 9,865股 | $230.1万 | 9,865股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.85% | 0.86% | $231.7万 | 4.1万股 | $215.3万 | 4.4万股 | -3,495股-7.91% | 减仓 |
 威廉姆斯WMB |
| 0.74% | 0.98% | $202.6万 | 2.7万股 | $245.6万 | 3.4万股 | -6,500股-19.26% | 减仓 |
 GE航空GE |
| 0.69% | 0.57% | $188.3万 | 5,039股 | $143.0万 | 5,039股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.68% | 0.61% | $186.4万 | 1.3万股 | $152.9万 | 1.3万股 | 00.00% | 持仓不变 |
 KINDER MORGAN DEL COMKMI |
| 0.68% | — | $185.5万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 汽车地带AZO |
| 0.66% | 0.62% | $179.3万 | 561股 | $155.7万 | 461股 | +100股+21.69% | 加仓 |
 宝洁PG |
| 0.61% | 0.65% | $166.4万 | 1.1万股 | $163.9万 | 1.1万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.6% | 0.77% | $162.8万 | 6,024股 | $193.4万 | 6,224股 | -200股-3.21% | 减仓 |
 百事可乐PEP |
| 0.58% | 0.72% | $158.1万 | 1.2万股 | $181.3万 | 1.2万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.57% | 0.8% | $155.6万 | 3.8万股 | $200.6万 | 3.8万股 | -60股-0.16% | 减仓 |
 Oaktree Specialty LendingOCSL |
| 0.57% | 0.59% | $155.6万 | 13.0万股 | $148.4万 | 13.1万股 | -992股-0.76% | 减仓 |
 安桥ENB |
| 0.54% | 0.6% | $148.0万 | 2.7万股 | $150.5万 | 2.8万股 | -491股-1.77% | 减仓 |
| IIBMIBM |
| 0.53% | 0.61% | $144.0万 | 5,121股 | $152.5万 | 6,292股 | -1,171股-18.61% | 减仓 |
 GE VernovaGEV |
| 0.51% | 0.44% | $139.6万 | 1,188股 | $109.8万 | 1,258股 | -70股-5.56% | 减仓 |
 百时美施贵宝BMY |
| 0.49% | 0.56% | $133.0万 | 2.3万股 | $140.0万 | 2.3万股 | 00.00% | 持仓不变 |
| AAMRIZE SHSAMRZ |
| 0.48% | 0.38% | $130.1万 | 2.4万股 | $96.2万 | 1.7万股 | +7,225股+42.07% | 加仓 |
 BOISE CASCADE DELBCC |
| 0.46% | 0.49% | $124.4万 | 1.6万股 | $122.3万 | 1.6万股 | -100股-0.62% | 减仓 |
