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