 HCA医疗HCA |
| 8.77% | 11.52% | $1.52亿 | 39.0万股 | $1.83亿 | 38.7万股 | +2,863股+0.74% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 7.47% | 7.95% | $1.30亿 | 25.9万股 | $1.27亿 | 26.4万股 | -5,127股-1.94% | 减仓 |
| VVIASATVSAT |
| 4.25% | 2.4% | $7,372.7万 | 82.1万股 | $3,814.8万 | 83.3万股 | -1.2万股-1.44% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.01% | 3.64% | $6,957.7万 | 19.7万股 | $5,797.8万 | 20.2万股 | -5,193股-2.57% | 减仓 |
 CORECIVICCXW |
| 3.76% | 2.58% | $6,516.2万 | 214.5万股 | $4,110.1万 | 217.3万股 | -2.9万股-1.32% | 减仓 |
 苹果AAPL |
| 3.64% | 3.54% | $6,305.7万 | 21.8万股 | $5,642.6万 | 22.2万股 | -4,412股-1.98% | 减仓 |
 亚马逊AMZN |
| 2.18% | 2.08% | $3,785.4万 | 15.9万股 | $3,308.5万 | 15.9万股 | -31股-0.02% | 减仓 |
 UNITED RENTALSURI |
| 2.09% | 1.48% | $3,616.8万 | 3.2万股 | $2,351.4万 | 3.2万股 | -350股-1.08% | 减仓 |
 卡特彼勒CAT |
| 2.08% | 1.61% | $3,613.3万 | 3.4万股 | $2,570.6万 | 3.6万股 | -2,353股-6.48% | 减仓 |
 高盛GS |
| 2.03% | 1.85% | $3,519.0万 | 3.5万股 | $2,942.9万 | 3.5万股 | +8股+0.02% | 加仓 |
 微软MSFT |
| 1.97% | 2.14% | $3,409.8万 | 9.1万股 | $3,402.1万 | 9.2万股 | -496股-0.54% | 减仓 |
 阿格尼科鹰矿AEM |
| 1.86% | 2.72% | $3,226.6万 | 20.8万股 | $4,326.0万 | 21.3万股 | -5,127股-2.41% | 减仓 |
 英特尔INTC |
| 1.83% | 0.64% | $3,169.7万 | 22.7万股 | $1,021.7万 | 23.2万股 | -4,517股-1.95% | 减仓 |
 强生JNJ |
| 1.5% | 1.58% | $2,595.3万 | 10.2万股 | $2,519.1万 | 10.3万股 | -866股-0.84% | 减仓 |
 雷神技术RTX |
| 1.47% | 1.63% | $2,552.1万 | 13.5万股 | $2,599.6万 | 13.5万股 | -249股-0.18% | 减仓 |
 VisaV |
| 1.29% | 1.24% | $2,231.2万 | 6.5万股 | $1,973.6万 | 6.5万股 | -266股-0.41% | 减仓 |
 MILLICOM INTL CELLULARTIGO |
| 1.27% | 1.14% | $2,205.5万 | 24.3万股 | $1,821.0万 | 24.3万股 | 00.00% | 持仓不变 |
| PPINNACLE FINL PARTNERSPNFP |
| 1.22% | 1.13% | $2,107.8万 | 20.9万股 | $1,797.5万 | 20.9万股 | +268股+0.13% | 加仓 |
| BBROOKDALE SR LIVINGBKD |
| 1.21% | 1.12% | $2,096.0万 | 130.3万股 | $1,784.8万 | 130.5万股 | -2,000股-0.15% | 减仓 |
| GGEOGEO |
| 1.17% | 0.72% | $2,025.7万 | 68.6万股 | $1,152.3万 | 68.6万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.14% | 1.61% | $1,981.0万 | 14.5万股 | $2,561.6万 | 15.1万股 | -6,095股-4.04% | 减仓 |
| EENCOMPASS HEALTH COMEHC |
| 1.07% | 1.11% | $1,849.8万 | 18.3万股 | $1,770.2万 | 18.3万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 1.05% | 1.31% | $1,823.8万 | 5.8万股 | $2,089.6万 | 5.9万股 | -423股-0.72% | 减仓 |
| CCOMPASS MINERALS INTL INCMP |
| 1.04% | 0.89% | $1,807.9万 | 58.1万股 | $1,414.4万 | 60.6万股 | -2.5万股-4.13% | 减仓 |
 LoewsL |
| 1.01% | 1.17% | $1,759.4万 | 15.5万股 | $1,856.8万 | 17.4万股 | -1.9万股-10.66% | 减仓 |
 英伟达NVDA |
| 0.96% | 0.87% | $1,656.3万 | 8.3万股 | $1,384.6万 | 7.9万股 | +3,382股+4.26% | 加仓 |
 SYSCO COMSYY |
| 0.91% | 0.85% | $1,584.9万 | 19.0万股 | $1,349.6万 | 18.9万股 | +425股+0.22% | 加仓 |
 LOWES COS COMLOW |
| 0.89% | 1.04% | $1,538.2万 | 7.0万股 | $1,652.0万 | 7.0万股 | -155股-0.22% | 减仓 |
 埃森哲ACN |
| 0.79% | 1.29% | $1,378.1万 | 11.1万股 | $2,059.8万 | 10.4万股 | +6,867股+6.61% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.76% | 0.76% | $1,325.8万 | 7.3万股 | $1,210.1万 | 7.3万股 | +96股+0.13% | 加仓 |
 沃尔玛WMT |
| 0.76% | 0.93% | $1,322.7万 | 11.7万股 | $1,482.4万 | 11.9万股 | -2,494股-2.09% | 减仓 |
 Meta平台META |
| 0.76% | 0.83% | $1,321.3万 | 2.3万股 | $1,318.5万 | 2.3万股 | +410股+1.78% | 加仓 |
 联合包裹UPSUPS |
| 0.75% | 0.76% | $1,293.1万 | 12.0万股 | $1,212.0万 | 12.3万股 | -2,906股-2.36% | 减仓 |
| TTEJON RANCH CO COMTRC |
| 0.73% | 0.82% | $1,263.0万 | 67.5万股 | $1,310.2万 | 69.5万股 | -2.0万股-2.88% | 减仓 |
 宝洁PG |
| 0.73% | 0.78% | $1,258.3万 | 8.6万股 | $1,243.0万 | 8.6万股 | -247股-0.29% | 减仓 |
 默沙东MRK |
| 0.66% | 0.68% | $1,146.8万 | 8.9万股 | $1,082.1万 | 9.0万股 | -712股-0.79% | 减仓 |
 迪士尼DIS |
| 0.65% | 0.71% | $1,130.0万 | 11.7万股 | $1,123.6万 | 11.7万股 | +820股+0.70% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.65% | 0.74% | $1,129.5万 | 5.3万股 | $1,175.4万 | 5.4万股 | -656股-1.22% | 减仓 |
 美敦力MDT |
| 0.64% | 0.66% | $1,108.5万 | 14.2万股 | $1,052.1万 | 12.1万股 | +2.0万股+16.71% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.6% | 0.66% | $1,039.9万 | 18.0万股 | $1,055.3万 | 18.3万股 | -3,298股-1.80% | 减仓 |
 GRAHAMGHC |
| 0.58% | 0.61% | $998.7万 | 8,750股 | $967.4万 | 9,150股 | -400股-4.37% | 减仓 |
 甲骨文ORCL |
| 0.57% | 0.56% | $981.1万 | 6.7万股 | $893.2万 | 6.1万股 | +6,226股+10.25% | 加仓 |
| BBANK OF AMERBAC |
| 0.55% | 0.52% | $957.3万 | 16.8万股 | $821.5万 | 16.9万股 | -508股-0.30% | 减仓 |
 思科CSCO |
| 0.54% | 0.4% | $932.5万 | 7.9万股 | $630.8万 | 8.1万股 | -1,911股-2.35% | 减仓 |
 摩根大通JPM |
| 0.53% | 0.52% | $920.3万 | 2.8万股 | $827.4万 | 2.8万股 | -11股-0.04% | 减仓 |
 家得宝HD |
| 0.53% | 0.52% | $915.8万 | 2.6万股 | $835.3万 | 2.5万股 | +567股+2.23% | 加仓 |
 卡梅科CCJ |
| 0.5% | 0.58% | $865.8万 | 8.5万股 | $923.2万 | 8.5万股 | 00.00% | 持仓不变 |
 IRON MTN DEL COMIRM |
| 0.49% | 0.43% | $844.2万 | 6.7万股 | $685.8万 | 6.7万股 | -307股-0.46% | 减仓 |
 HALLIBURTON COMHAL |
| 0.48% | 0.62% | $830.7万 | 24.5万股 | $986.2万 | 25.3万股 | -8,264股-3.27% | 减仓 |
 联合健康UNH |
| 0.47% | 0.33% | $812.4万 | 2.0万股 | $532.7万 | 2.0万股 | -140股-0.71% | 减仓 |
