 联邦快递FDX |
| 30.97% | 40.04% | $1.11亿 | 35.3万股 | $1.26亿 | 35.3万股 | +120股+0.03% | 加仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 7.46% | — | $2,666.8万 | 17.7万股 | $0 | 0股 | +17.7万股 | 新买入 |
 卡特彼勒CAT |
| 5.56% | 4.21% | $1,987.5万 | 1.9万股 | $1,324.2万 | 1.9万股 | -28股-0.15% | 减仓 |
| IiShares安硕信托IVV |
| 4.18% | 4.13% | $1,493.0万 | 2.0万股 | $1,298.9万 | 2.0万股 | +50股+0.25% | 加仓 |
 英特尔INTC |
| 3.2% | 1.15% | $1,145.2万 | 8.2万股 | $361.9万 | 8.2万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 2.67% | 2.92% | $953.0万 | 3.8万股 | $917.2万 | 3.8万股 | +1股+0.00% | 加仓 |
 微软MSFT |
| 2.66% | 3% | $951.9万 | 2.6万股 | $943.6万 | 2.5万股 | +28股+0.11% | 加仓 |
 CINTAS COMCTAS |
| 2.6% | 2.95% | $930.9万 | 5.5万股 | $925.8万 | 5.5万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 2.13% | 2.66% | $761.3万 | 6.7万股 | $835.4万 | 6.7万股 | +1股+0.00% | 加仓 |
 家得宝HD |
| 1.95% | 2.06% | $695.5万 | 2.0万股 | $648.6万 | 2.0万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 1.72% | 1.83% | $614.9万 | 4.8万股 | $575.6万 | 4.8万股 | +3股+0.01% | 加仓 |
 礼来LLY |
| 1.68% | 1.47% | $602.1万 | 5,020股 | $461.0万 | 5,012股 | +8股+0.16% | 加仓 |
 ADPADP |
| 1.67% | 1.72% | $597.2万 | 2.7万股 | $541.8万 | 2.7万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.66% | 2.35% | $593.4万 | 4.3万股 | $737.1万 | 4.3万股 | -38股-0.09% | 减仓 |
 苹果AAPL |
| 1.43% | 1.46% | $512.3万 | 1.8万股 | $459.3万 | 1.8万股 | -393股-2.17% | 减仓 |
 AMGEN COMAMGN |
| 1.41% | 1.56% | $504.8万 | 1.4万股 | $490.5万 | 1.4万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 1.39% | 1.37% | $497.9万 | 1.3万股 | $430.3万 | 1.3万股 | +43股+0.32% | 加仓 |
| IIBMIBM |
| 1.13% | 1.1% | $403.2万 | 1.4万股 | $345.6万 | 1.4万股 | +82股+0.58% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.92% | 0.99% | $327.3万 | 6,540股 | $312.2万 | 6,514股 | +26股+0.40% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.78% | $319.8万 | 9,050股 | $245.6万 | 8,562股 | +488股+5.70% | 加仓 |
 雷神技术RTX |
| 0.86% | 0.99% | $305.9万 | 1.6万股 | $311.0万 | 1.6万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.83% | 0.71% | $296.0万 | 7,919股 | $224.7万 | 7,919股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.76% | 0.41% | $270.5万 | 3,742股 | $127.9万 | 3,742股 | 00.00% | 持仓不变 |
 EquifaxEFX |
| 0.74% | 0.95% | $264.1万 | 1.7万股 | $299.6万 | 1.7万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.7% | 0.53% | $251.7万 | 2.1万股 | $166.2万 | 2.1万股 | +5股+0.02% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.64% | $232.5万 | 3,113股 | $202.5万 | 3,113股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.65% | 0.55% | $232.3万 | 1,977股 | $172.6万 | 1,977股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.58% | 0.57% | $205.6万 | 8,169股 | $177.7万 | 8,169股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.56% | 0.57% | $199.7万 | 6,101股 | $179.5万 | 6,101股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.46% | 0.4% | $163.7万 | 8,181股 | $126.2万 | 7,236股 | +945股+13.06% | 加仓 |
 德州仪器TXN |
| 0.43% | 0.32% | $155.1万 | 5,202股 | $101.0万 | 5,202股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.43% | 0.43% | $152.1万 | 4,498股 | $136.1万 | 4,498股 | 00.00% | 持仓不变 |
 固安捷GWW |
| 0.4% | 0.36% | $142.8万 | 1,050股 | $114.5万 | 1,050股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.37% | 0.4% | $132.0万 | 1.6万股 | $127.2万 | 1.6万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.37% | 0.37% | $131.2万 | 6,168股 | $117.0万 | 6,098股 | +70股+1.15% | 加仓 |
 好市多COST |
| 0.36% | 0.44% | $129.8万 | 1,388股 | $138.3万 | 1,388股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.36% | 0.36% | $127.6万 | 7,882股 | $113.5万 | 7,817股 | +65股+0.83% | 加仓 |
 宝洁PG |
| 0.35% | 0.38% | $123.4万 | 8,417股 | $120.1万 | 8,317股 | +100股+1.20% | 加仓 |
 Elevance健康ELV |
| 0.34% | 0.29% | $120.8万 | 3,124股 | $90.6万 | 3,094股 | +30股+0.97% | 加仓 |
 CHUBB LIMITEDCB |
| 0.33% | 0.36% | $117.9万 | 3,461股 | $112.8万 | 3,461股 | 00.00% | 持仓不变 |
 纽柯钢铁NUE |
| 0.33% | 0.28% | $116.4万 | 5,226股 | $88.4万 | 5,226股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.32% | 0.31% | $114.2万 | 1,801股 | $98.6万 | 1,750股 | +51股+2.91% | 加仓 |
 美敦力MDT |
| 0.3% | 0.38% | $106.4万 | 1.4万股 | $117.9万 | 1.4万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.29% | 0.37% | $104.9万 | 4,758股 | $115.2万 | 4,877股 | -119股-2.44% | 减仓 |
 BroadridgeBR |
| 0.28% | 0.38% | $101.2万 | 7,388股 | $120.0万 | 7,388股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.28% | 0.33% | $99.5万 | 1.7万股 | $104.1万 | 1.7万股 | +101股+0.59% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.28% | 0.26% | $98.6万 | 3,283股 | $82.0万 | 3,308股 | -25股-0.76% | 减仓 |
 百事可乐PEP |
| 0.26% | 0.34% | $93.8万 | 6,928股 | $107.6万 | 6,927股 | +1股+0.01% | 加仓 |
 康宁GLW |
| 0.25% | 0.15% | $90.4万 | 3,539股 | $48.1万 | 3,539股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.25% | 0.23% | $89.6万 | 2,372股 | $71.4万 | 2,307股 | +65股+2.82% | 加仓 |
