| AAlphabet Inc Class CGOOG |
| 23.26% | 20.81% | $1.56亿 | 44.1万股 | $1.27亿 | 44.1万股 | -209股-0.05% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 10.5% | 11.06% | $7,035.5万 | 14.1万股 | $6,728.3万 | 14.0万股 | +194股+0.14% | 加仓 |
 Meta平台META |
| 7.78% | 8.7% | $5,212.7万 | 9.3万股 | $5,292.7万 | 9.3万股 | +32股+0.03% | 加仓 |
 微软MSFT |
| 6.79% | 7.42% | $4,552.5万 | 12.2万股 | $4,512.0万 | 12.2万股 | +154股+0.13% | 加仓 |
 谷歌AGOOGL |
| 5.98% | 5.27% | $4,007.8万 | 11.2万股 | $3,203.3万 | 11.1万股 | +750股+0.67% | 加仓 |
 美国运通AXP |
| 3.81% | 3.76% | $2,554.7万 | 7.6万股 | $2,287.3万 | 7.6万股 | -92股-0.12% | 减仓 |
 联邦快递FDX |
| 3.18% | 3.99% | $2,133.8万 | 6.8万股 | $2,427.2万 | 6.8万股 | -1股-0.00% | 减仓 |
 苹果AAPL |
| 3.17% | 3.09% | $2,125.0万 | 7.3万股 | $1,877.9万 | 7.4万股 | -555股-0.75% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.01% | 2.89% | $2,017.5万 | 2.7万股 | $1,758.1万 | 2.7万股 | -18股-0.07% | 减仓 |
 CSX铁路CSX |
| 2.86% | 2.73% | $1,915.3万 | 40.3万股 | $1,663.6万 | 40.5万股 | -2,300股-0.57% | 减仓 |
 联合太平洋铁路UNP |
| 2.01% | 1.98% | $1,349.6万 | 5.0万股 | $1,203.8万 | 5.0万股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 1.84% | 1.86% | $1,235.3万 | 11.5万股 | $1,130.1万 | 11.5万股 | +41股+0.04% | 加仓 |
 百事可乐PEP |
| 1.7% | 2.14% | $1,141.0万 | 8.4万股 | $1,303.2万 | 8.4万股 | +346股+0.41% | 加仓 |
 家得宝HD |
| 1.61% | 1.71% | $1,077.5万 | 3.1万股 | $1,041.4万 | 3.2万股 | -1,111股-3.51% | 减仓 |
 可口可乐KO |
| 1.55% | 1.6% | $1,040.6万 | 12.8万股 | $973.8万 | 12.8万股 | -5股-0.00% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.53% | 1.47% | $1,023.1万 | 3.0万股 | $891.4万 | 3.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 1.5% | 1.3% | $1,005.9万 | 1.4万股 | $788.7万 | 1.4万股 | -4股-0.03% | 减仓 |
 通用动力GD |
| 1.2% | 1.29% | $802.2万 | 2.3万股 | $784.1万 | 2.3万股 | -199股-0.87% | 减仓 |
 迪士尼DIS |
| 1.11% | 1.23% | $743.5万 | 7.7万股 | $747.4万 | 7.8万股 | -299股-0.39% | 减仓 |
 洛克希德马丁LMT |
| 1.08% | 1.41% | $721.1万 | 1.4万股 | $857.7万 | 1.4万股 | -37股-0.26% | 减仓 |
 AMGEN COMAMGN |
| 1.02% | 1.09% | $681.5万 | 1.9万股 | $663.7万 | 1.9万股 | -43股-0.23% | 减仓 |
 加拿大国家铁路CNI |
| 0.95% | 0.9% | $635.7万 | 5.3万股 | $547.9万 | 5.3万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.87% | 0.92% | $581.6万 | 2.3万股 | $559.7万 | 2.3万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.86% | 0.82% | $574.3万 | 2.3万股 | $497.9万 | 2.3万股 | -70股-0.31% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.8% | 1% | $534.9万 | 21.8万股 | $608.0万 | 21.2万股 | +6,110股+2.89% | 加仓 |
 再生元REGN |
| 0.78% | 1.04% | $522.8万 | 8,385股 | $633.8万 | 8,203股 | +182股+2.22% | 加仓 |
 思科CSCO |
| 0.78% | 0.58% | $522.2万 | 4.4万股 | $350.7万 | 4.5万股 | -750股-1.66% | 减仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.76% | — | $509.9万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 LOWES COS COMLOW |
| 0.71% | 0.85% | $473.1万 | 2.1万股 | $517.9万 | 2.2万股 | -462股-2.11% | 减仓 |
 M&T银行MTB |
| 0.51% | 0.53% | $343.3万 | 1.4万股 | $319.9万 | 1.5万股 | -1,052股-6.80% | 减仓 |
 RESTAURANT BRANDS INTLQSR |
| 0.45% | 0.51% | $303.2万 | 4.2万股 | $309.0万 | 4.2万股 | 00.00% | 持仓不变 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 0.42% | 0.43% | $278.1万 | 2,217股 | $264.3万 | 2,218股 | -1股-0.05% | 减仓 |
 雅培ABT |
| 0.41% | 0.5% | $274.6万 | 3.0万股 | $304.5万 | 3.0万股 | +603股+2.03% | 加仓 |
 泛林集团LRCX |
| 0.36% | 0.2% | $243.1万 | 5,609股 | $119.8万 | 5,609股 | 00.00% | 持仓不变 |
 KRAFT HEINZ COMKHC |
| 0.36% | 0.37% | $241.2万 | 10.2万股 | $227.1万 | 10.1万股 | +1,133股+1.12% | 加仓 |
 雪佛龙CVX |
| 0.33% | 0.46% | $223.2万 | 1.3万股 | $278.9万 | 1.3万股 | -15股-0.11% | 减仓 |
 史赛克SYK |
| 0.33% | 0.38% | $222.2万 | 7,058股 | $231.9万 | 7,058股 | 00.00% | 持仓不变 |
 华纳兄弟探索WBD |
| 0.28% | 0.33% | $190.0万 | 7.1万股 | $197.9万 | 7.2万股 | -768股-1.07% | 减仓 |
 MOHAWK INDSMHK |
| 0.26% | 0.23% | $170.9万 | 1.4万股 | $138.7万 | 1.4万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.22% | 0.25% | $150.4万 | 7,926股 | $152.9万 | 7,926股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.17% | 0.06% | $115.3万 | 8,260股 | $36.5万 | 8,260股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.15% | 0.12% | $103.0万 | 2,157股 | $72.9万 | 2,157股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.14% | 0.2% | $92.8万 | 1,228股 | $119.1万 | 1,376股 | -148股-10.76% | 减仓 |
 宝洁PG |
| 0.13% | 0.15% | $89.9万 | 6,134股 | $88.6万 | 6,134股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.13% | 0.16% | $86.0万 | 7,594股 | $94.4万 | 7,594股 | 00.00% | 持仓不变 |
| W富国银行WFC |
| 0.13% | 0.14% | $85.7万 | 741股 | $85.6万 | 741股 | 00.00% | 持仓不变 |
 WEBSTER FINLWBS |
| 0.13% | 0.13% | $84.7万 | 1.1万股 | $76.9万 | 1.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.11% | 0.11% | $75.4万 | 3,163股 | $65.9万 | 3,163股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.11% | 0.12% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 CAMDEN NATLCAC |
| 0.11% | 0.1% | $70.4万 | 1.3万股 | $61.6万 | 1.3万股 | 00.00% | 持仓不变 |
