 苹果AAPL |
| 6.02% | 5.19% | $1,559.7万 | 5.4万股 | $1,367.9万 | 5.4万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 5% | 3.77% | $1,295.4万 | 1.1万股 | $993.4万 | 1.1万股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 3.74% | 3.18% | $969.6万 | 20.4万股 | $837.4万 | 20.4万股 | 00.00% | 持仓不变 |
 国际纸业IP |
| 3.36% | 3.03% | $870.2万 | 22.8万股 | $797.5万 | 22.3万股 | +5,000股+2.24% | 加仓 |
 摩根大通JPM |
| 3.03% | 2.68% | $785.9万 | 2.4万股 | $706.3万 | 2.4万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 3.03% | 4.34% | $784.0万 | 4.7万股 | $1,144.1万 | 5.5万股 | -8,000股-14.47% | 减仓 |
 微软MSFT |
| 3% | 2.93% | $776.8万 | 2.1万股 | $770.9万 | 2.1万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 2.91% | 3.25% | $753.1万 | 2.4万股 | $856.6万 | 2.4万股 | 00.00% | 持仓不变 |
 ONEOKOKE |
| 2.58% | 2.69% | $669.6万 | 7.7万股 | $709.7万 | 7.9万股 | -1,500股-1.91% | 减仓 |
 UMH PPTYSUMH |
| 2.43% | 2.24% | $628.6万 | 41.5万股 | $590.2万 | 40.9万股 | +6,158股+1.51% | 加仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 2.39% | 1.82% | $618.4万 | 7.9万股 | $480.3万 | 8.3万股 | -4,000股-4.80% | 减仓 |
 联合太平洋铁路UNP |
| 2.31% | 2.03% | $598.4万 | 2.2万股 | $533.8万 | 2.2万股 | 00.00% | 持仓不变 |
 EASTMAN CHEMEMN |
| 2.28% | 2.47% | $591.4万 | 8.8万股 | $651.0万 | 8.5万股 | +3,000股+3.52% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 2.12% | 1.91% | $550.5万 | 1.8万股 | $502.3万 | 1.8万股 | 00.00% | 持仓不变 |
 汽车地带AZO |
| 2.1% | 2.05% | $543.3万 | 1,700股 | $540.4万 | 1,600股 | +100股+6.25% | 加仓 |
 马拉松石油MPC |
| 2.05% | 3.43% | $530.7万 | 2.1万股 | $904.9万 | 3.7万股 | -1.6万股-43.99% | 减仓 |
 FIRST HORIZONFHN |
| 1.68% | 1.47% | $435.9万 | 17.0万股 | $386.9万 | 17.0万股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.63% | 1.72% | $422.7万 | 11.5万股 | $454.1万 | 12.0万股 | -5,000股-4.17% | 减仓 |
 爱迪生联合电气ED |
| 1.6% | 1.61% | $413.8万 | 3.7万股 | $423.3万 | 3.7万股 | 00.00% | 持仓不变 |
 康菲石油COP |
| 1.55% | 2.31% | $402.3万 | 3.9万股 | $609.8万 | 4.6万股 | -7,500股-16.23% | 减仓 |
 摩根士丹利MS |
| 1.29% | 1% | $334.5万 | 1.6万股 | $263.3万 | 1.6万股 | 00.00% | 持仓不变 |
 CINCINNATI FINL COMCINF |
| 1.29% | 1.08% | $333.3万 | 1.8万股 | $283.2万 | 1.8万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.27% | 1.2% | $330.3万 | 6,600股 | $316.3万 | 6,600股 | 00.00% | 持仓不变 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.27% | 1.14% | $329.9万 | 3.8万股 | $299.4万 | 3.8万股 | 00.00% | 持仓不变 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 1.27% | 1.18% | $328.4万 | 5.3万股 | $310.9万 | 5.3万股 | 00.00% | 持仓不变 |
 HCA医疗HCA |
| 1.22% | 1.45% | $315.8万 | 8,100股 | $383.3万 | 8,100股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 1.18% | 1.35% | $305.7万 | 12.7万股 | $356.5万 | 12.7万股 | 00.00% | 持仓不变 |
 VALERO ENERGY COMVLO |
| 1.14% | 1.72% | $295.6万 | 1.1万股 | $453.4万 | 1.8万股 | -7,000股-38.15% | 减仓 |
 纽柯钢铁NUE |
| 1.13% | 0.84% | $291.8万 | 1.3万股 | $221.5万 | 1.3万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 1.07% | 0.7% | $276.9万 | 2,600股 | $184.2万 | 2,600股 | 00.00% | 持仓不变 |
 OLD REP INTLORI |
| 1.04% | 1% | $270.1万 | 6.6万股 | $263.3万 | 6.6万股 | 00.00% | 持仓不变 |
 Phillips 66PSX |
| 1.01% | 1.26% | $261.2万 | 1.5万股 | $330.7万 | 1.8万股 | -2,700股-14.88% | 减仓 |
 Meta平台META |
| 0.98% | 0.98% | $253.5万 | 4,500股 | $257.5万 | 4,500股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.97% | 0.83% | $251.6万 | 1.0万股 | $217.5万 | 1.0万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.93% | 0.6% | $241.1万 | 5,800股 | $156.9万 | 5,800股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.92% | 0.71% | $238.8万 | 5,000股 | $186.2万 | 5,510股 | -510股-9.26% | 减仓 |
 ALTRIAMO |
| 0.92% | 0.83% | $238.4万 | 3.3万股 | $218.7万 | 3.3万股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.91% | 0.73% | $234.7万 | 1.6万股 | $192.5万 | 1.6万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.89% | 0.94% | $231.5万 | 1.1万股 | $248.1万 | 1.1万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.8% | 0.46% | $207.8万 | 1,800股 | $121.6万 | 3,600股 | -1,800股-50.00% | 减仓 |
 美国电力AEP |
| 0.79% | 0.75% | $205.2万 | 1.5万股 | $196.6万 | 1.5万股 | 00.00% | 持仓不变 |
 希捷STX |
| 0.78% | 0.58% | $202.7万 | 2,100股 | $152.8万 | 3,900股 | -1,800股-46.15% | 减仓 |
 家得宝HD |
| 0.78% | 0.59% | $201.0万 | 5,700股 | $154.6万 | 4,700股 | +1,000股+21.28% | 加仓 |
 LANDSTAR SYSLSTR |
| 0.73% | 0.55% | $188.2万 | 9,100股 | $145.9万 | 9,100股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.72% | 0.66% | $186.3万 | 1.4万股 | $174.4万 | 1.4万股 | 00.00% | 持仓不变 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.7% | — | $181.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 南方铜业SCCO |
| 0.68% | 0.66% | $177.2万 | 1.0万股 | $173.2万 | 1.0万股 | +100股+0.99% | 加仓 |
 百时美施贵宝BMY |
| 0.68% | 0.7% | $176.3万 | 3.1万股 | $185.6万 | 3.1万股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.61% | 0.55% | $159.1万 | 1.5万股 | $145.6万 | 1.5万股 | 00.00% | 持仓不变 |
 FIRSTENERGY COMFE |
| 0.61% | 0.63% | $156.9万 | 3.3万股 | $167.2万 | 3.3万股 | 00.00% | 持仓不变 |
