| 股票代码 | 公司 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 |
|---|---|---|---|---|---|---|---|
| CNI | 加拿大国家铁路 | 54,826,786 | 54,826,786 | 54,826,786 | 54,826,786 | 54,826,786 | 54,826,786 |
| WM | 美国废物管理 | 35,234,344 | 35,234,344 | 35,234,344 | 35,234,344 | 32,234,344 | 32,234,344 |
| MSFT | 微软 | 39,286,170 | 38,210,869 | 36,499,597 | 34,889,597 | 28,957,247 | 28,457,247 |
| BRK.B | 伯克希尔哈撒韦 | 22,529,601 | 19,916,349 | 17,303,097 | 24,620,202 | 22,137,613 | 19,655,024 |
| CPNG | Coupang | 9,248,045 | 9,248,045 | 9,248,045 | 9,248,045 | 9,248,045 | 9,248,045 |
| WMT | 沃尔玛 | 3,030,159 | 3,030,159 | 9,090,477 | 9,090,477 | 9,090,477 | 9,090,477 |
| CAT | 卡特彼勒 | 7,353,614 | 7,353,614 | 7,353,614 | 7,353,614 | 7,353,614 | 7,353,614 |
| SDGR | SCHRODINGER INC | 6,981,664 | 6,981,664 | 6,981,664 | 6,981,664 | 6,981,664 | 6,981,664 |
| KOF | 可口可乐Femsa装瓶 | 6,214,719 | 6,214,719 | 6,214,719 | 6,214,719 | 6,214,719 | 6,214,719 |
| ECL | 艺康 | 5,218,044 | 5,218,044 | 5,218,044 | 5,218,044 | 5,218,044 | 5,218,044 |
| DE | 约翰迪尔 | 3,917,693 | 3,557,378 | 3,557,378 | 3,557,378 | 3,557,378 | 3,557,378 |
| KHC | 卡夫亨氏 | 2,622,600 | 2,622,600 | 2,622,600 | 2,622,600 | 2,622,600 | 2,622,600 |
| FDX | 联邦快递 | 1,534,362 | 1,534,362 | 1,534,362 | 1,534,362 | 2,534,362 | 2,534,362 |
| HRL | 荷美尔食品 | 2,195,290 | 2,195,290 | 2,195,290 | 2,195,290 | 2,195,290 | 2,195,290 |
| WCN | Waste Connections | 2,149,175 | 2,149,175 | 2,149,175 | 2,149,175 | 2,149,175 | 2,149,175 |
| BUD | 百威英博 | 1,703,000 | 1,703,000 | 1,703,000 | 1,703,000 | 1,703,000 | 1,703,000 |
| CCI | CROWN CASTLE INC | 1,420,072 | 1,420,072 | 1,420,072 | 1,420,072 | 1,420,072 | 1,420,072 |
| PCAR | 帕卡 | 1,000,000 | 1,000,000 | ||||
| UPS | 联合包裹 | 755,089 | 755,089 | 755,089 | 755,089 | 755,089 | 755,089 |
| MSGw | MADISON SQUARE GRDN SPRT COR | 592,406 | 592,406 | 592,406 | 592,406 | 592,406 | 592,406 |
| ONON | 昂跑 | 500,000 | 500,000 | 500,000 | 500,000 | 500,000 | 500,000 |
| DHR | 丹纳赫 | 373,000 | 373,000 | 373,000 | 373,000 | 373,000 | 373,000 |
| MCD | 麦当劳 | 334,900 | |||||
| 92338C103 | VERALTO CORP | 124,333 | 124,333 | 124,333 | 124,333 | 124,333 | |
| ANTM | Anthem | 8,500 | |||||
| PNC | PNC金融服务 | 17,400 | |||||
| META | Meta | 27,035 | |||||
| MS | 摩根士丹利 | 27,880 | |||||
| TT | Trane技术 | 15,900 | |||||
| TGT | TARGET CORP | 15,200 | |||||
| ADBE | Adobe | 5,485 | |||||
| HD | 家得宝 | 5,692 | |||||
| ORCL | 甲骨文 | 39,800 | |||||
| VRM | VROOM INC | 2,500,000 | 2,500,000 | ||||
| AMT | 美国电塔 | 11,000 | |||||
| CVX | 雪佛龙 | 21,500 | |||||
| PHM | 帕尔迪 | 53,500 | |||||
| ETN | 伊顿公司 | 26,100 | |||||
| MRK | 默沙东 | 17,740 | |||||
| TMO | 赛默飞世尔科技 | 5,675 | |||||
| XLK | SELECT SECTOR SPDR TR | 24,300 | |||||
| GS | 高盛 | 7,060 | |||||
| NVDA | 英伟达 | 9,165 | |||||
| V | 维萨卡 | 14,000 | |||||
| AMP | 阿狀普莱斯金融 | 12,400 | |||||
| CVS | 西維斯 | 32,500 | |||||
| KBWB | INVESCO EXCH TRADED FD TR II | 50,270 | |||||
| PG | 宝洁 | 22,975 | |||||
| XOM | 埃克森美孚 | 17,000 | |||||
| BKNG | Booking Holdiing | 1,650 | |||||
| EMN | EASTMAN CHEM CO | 25,000 | |||||
| TJX | TJX Companies | 42,500 | |||||
| XLP | SELECT SECTOR SPDR TR | 25,500 | |||||
| GOOGL | 谷歌A | 38,400 | |||||
| NSC | 诺福克南方铁路运输 | 11,700 | |||||
| AMGN | 安进 | 11,050 | |||||
| CVNA | CARVANA CO | 520,000 | 520,000 | 520,000 | |||
| JPM | 摩根大通 | 29,600 | |||||
| PFE | 辉瑞 | 68,000 | |||||
| AVGO | 博通 | 6,500 | |||||
| LOW | 劳氏 | 8,983 | |||||
| SLB | 断伦贝谢 | 47,005 | |||||
| IYW | ISHARES TR | 57,600 | |||||
| CB | 安达保险 | 10,250 | |||||
| GOOG | 谷歌C | 14,000 | |||||
| UNH | 联合健康 | 5,665 | |||||
| VRM | VROOM INC | 31,250 | 31,250 | 31,250 | |||
| AMZN | 亚马逊 | 44,000 | |||||
| CSCO | 思科 | 62,000 | |||||
| JNJ | 强生 | 14,945 | |||||
| PEP | 百事 | 9,700 | |||||
| AAPL | 苹果 | 52,815 | |||||
| DIS | 迪土尼 | 16,800 | |||||
| LMT | 洛克希德-马丁 | 5,900 | |||||
| 75513E101 | RTX CORPORATION | 20,200 | |||||
| UL | 联合利华 | 72,610 | |||||
| TOT | TOTALENERGIES SE | 38,500 | |||||
| AMAT | 应用材料公司 | 22,800 |
