| SSPDR行业精选信托XLK |
| 6.22% | 4.47% | $1,266.1万 | 6.6万股 | $829.7万 | 6.2万股 | +4,023股+6.44% | 加仓 |
 微软MSFT |
| 5.39% | 5.48% | $1,097.3万 | 2.9万股 | $1,017.8万 | 2.7万股 | +1,921股+6.99% | 加仓 |
 思科CSCO |
| 4.01% | 3% | $816.0万 | 6.9万股 | $556.9万 | 7.2万股 | -2,300股-3.20% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 3.93% | 4.44% | $801.0万 | 21.8万股 | $824.6万 | 21.8万股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 3.71% | 3.94% | $755.4万 | 15.7万股 | $732.7万 | 15.8万股 | -638股-0.40% | 减仓 |
 卡特彼勒CAT |
| 3.68% | 2.84% | $748.9万 | 7,033股 | $527.2万 | 7,441股 | -408股-5.48% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.32% | 3.25% | $675.2万 | 9,042股 | $603.6万 | 9,282股 | -240股-2.59% | 减仓 |
 Truist金融TFC |
| 2.86% | 2.95% | $582.7万 | 11.7万股 | $547.4万 | 11.9万股 | -2,112股-1.77% | 减仓 |
| Q高通QCOM |
| 2.74% | 2.18% | $558.5万 | 3.0万股 | $405.8万 | 3.2万股 | -1,287股-4.08% | 减仓 |
 台积电TSM |
| 2.68% | 2.24% | $545.1万 | 1.1万股 | $415.7万 | 1.2万股 | -888股-7.22% | 减仓 |
 REALTY INCOME COMO |
| 2.67% | 2.76% | $543.1万 | 8.8万股 | $513.0万 | 8.4万股 | +3,805股+4.54% | 加仓 |
 艾伯维ABBV |
| 2.46% | 2.37% | $502.1万 | 2.0万股 | $439.9万 | 2.0万股 | -275股-1.36% | 减仓 |
 T-MOBILE US COMTMUS |
| 2.4% | 2.57% | $489.7万 | 2.9万股 | $477.9万 | 2.3万股 | +6,445股+28.33% | 加仓 |
 苹果AAPL |
| 2.31% | 2.26% | $471.4万 | 1.6万股 | $419.3万 | 1.7万股 | -230股-1.39% | 减仓 |
 LOWES COS COMLOW |
| 2.31% | 2.72% | $471.2万 | 2.1万股 | $505.0万 | 2.1万股 | 00.00% | 持仓不变 |
| LLincoln National Corp Common IndLNC |
| 2.19% | 2.59% | $445.4万 | 12.6万股 | $481.0万 | 13.5万股 | -9,485股-7.00% | 减仓 |
 摩根大通JPM |
| 2.09% | 2.07% | $425.7万 | 1.3万股 | $384.0万 | 1.3万股 | -50股-0.38% | 减仓 |
 康明斯CMI |
| 2.01% | 2.08% | $409.8万 | 5,746股 | $386.1万 | 7,176股 | -1,430股-19.93% | 减仓 |
| N新纪元能源NEE |
| 1.91% | 2.21% | $389.4万 | 4.4万股 | $409.7万 | 4.4万股 | +260股+0.59% | 加仓 |
 英伟达NVDA |
| 1.87% | 0.44% | $381.8万 | 1.9万股 | $81.4万 | 4,667股 | +1.4万股+308.87% | 加仓 |
| GGENPACT LIMITEDG |
| 1.86% | 2.91% | $379.3万 | 13.8万股 | $541.1万 | 14.5万股 | -7,325股-5.04% | 减仓 |
 ILLINOIS TOOLITW |
| 1.82% | 1.92% | $370.0万 | 1.4万股 | $356.1万 | 1.4万股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 1.75% | 1.65% | $355.9万 | 5.9万股 | $306.1万 | 5.9万股 | +85股+0.14% | 加仓 |
 艾默生电气EMR |
| 1.42% | 1.42% | $288.9万 | 2.0万股 | $264.4万 | 2.0万股 | 00.00% | 持仓不变 |
 ADPADP |
| 1.35% | 1.04% | $275.9万 | 1.2万股 | $193.8万 | 9,538股 | +2,780股+29.15% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 1.35% | 1.48% | $274.8万 | 1.5万股 | $275.8万 | 1.5万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 1.26% | 1.22% | $255.7万 | 4,031股 | $227.1万 | 4,031股 | 00.00% | 持仓不变 |
 雅培ABT |
| 1.02% | 1.35% | $208.4万 | 2.3万股 | $251.5万 | 2.4万股 | -1,530股-6.25% | 减仓 |
 阿默普莱斯AMP |
| 1.01% | 1.11% | $204.8万 | 4,465股 | $205.8万 | 4,630股 | -165股-3.56% | 减仓 |
 埃森哲ACN |
| 1% | 1.01% | $203.9万 | 1.6万股 | $187.6万 | 9,460股 | +6,926股+73.21% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.96% | 1.42% | $195.0万 | 1.2万股 | $264.4万 | 1.5万股 | -3,400股-22.19% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.9% | 0.77% | $183.1万 | 3.6万股 | $142.3万 | 2.8万股 | +7,920股+28.35% | 加仓 |
 诺和诺德NVO |
| 0.83% | 0.88% | $169.3万 | 3.5万股 | $164.4万 | 4.5万股 | -9,425股-21.07% | 减仓 |
 默沙东MRK |
| 0.81% | 0.83% | $164.5万 | 1.3万股 | $154.0万 | 1.3万股 | 00.00% | 持仓不变 |
 安桥ENB |
| 0.8% | 0.87% | $163.8万 | 3.0万股 | $162.2万 | 3.0万股 | +270股+0.90% | 加仓 |
| GGLACIER BANCORP NEWGBCI |
| 0.8% | 0.76% | $162.2万 | 3.1万股 | $140.4万 | 3.1万股 | 00.00% | 持仓不变 |
 滨特尔PNR |
| 0.79% | 0.95% | $161.9万 | 2.1万股 | $177.1万 | 2.0万股 | +785股+3.86% | 加仓 |
 达美乐披萨DPZ |
| 0.78% | 1.37% | $158.3万 | 5,347股 | $253.9万 | 7,077股 | -1,730股-24.45% | 减仓 |
| PPROLOGIS COMPLD |
| 0.76% | 0.81% | $154.5万 | 1.1万股 | $150.8万 | 1.1万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.75% | 0.96% | $153.4万 | 4,237股 | $179.0万 | 5,087股 | -850股-16.71% | 减仓 |
 PAYCHEX COMPAYX |
| 0.74% | 0.51% | $150.5万 | 1.5万股 | $95.6万 | 1.0万股 | +4,920股+47.39% | 加仓 |
 强生JNJ |
| 0.69% | 0.75% | $141.1万 | 5,556股 | $139.2万 | 5,696股 | -140股-2.46% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.62% | 0.62% | $126.9万 | 1.6万股 | $114.7万 | 1.4万股 | +1,585股+10.95% | 加仓 |
| B纽约梅隆银行BK |
| 0.59% | 0.59% | $120.6万 | 8,337股 | $108.9万 | 9,177股 | -840股-9.15% | 减仓 |
| G通用动力VTI |
| 0.58% | 0.56% | $118.7万 | 3,208股 | $104.4万 | 3,254股 | -46股-1.41% | 减仓 |
| IiShares安硕·COREIJR |
| 0.58% | 0.49% | $118.2万 | 7,967股 | $90.6万 | 7,287股 | +680股+9.33% | 加仓 |
 洛克希德马丁LMT |
| 0.57% | 0.74% | $116.6万 | 2,289股 | $138.3万 | 2,289股 | 00.00% | 持仓不变 |
 史丹利百得SWK |
| 0.57% | 0.59% | $115.2万 | 1.2万股 | $109.8万 | 1.5万股 | -3,205股-20.75% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.54% | 0.56% | $109.9万 | 4,219股 | $104.2万 | 4,219股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.52% | 0.46% | $105.8万 | 4,974股 | $85.5万 | 4,454股 | +520股+11.67% | 加仓 |
