 微软MSFT |
| 5.42% | 6.89% | $784.9万 | 2.1万股 | $700.4万 | 1.4万股 | +7,518股+55.59% | 加仓 |
 苹果AAPL |
| 4.2% | 4.78% | $608.7万 | 2.1万股 | $486.5万 | 1.9万股 | +1,928股+10.09% | 加仓 |
 博通AVGO |
| 4.11% | 4.57% | $595.3万 | 1.6万股 | $465.2万 | 1.4万股 | +1,660股+11.77% | 加仓 |
 谷歌AGOOGL |
| 3.77% | 4.03% | $545.2万 | 1.5万股 | $410.0万 | 1.7万股 | -1,612股-9.56% | 减仓 |
| IIBMIBM |
| 3.33% | 3.34% | $481.7万 | 1.7万股 | $339.7万 | 1.2万股 | +5,088股+42.26% | 加仓 |
 Meta平台META |
| 3.16% | — | $457.6万 | 8,124股 | $0 | 0股 | +8,124股 | 新买入 |
 UNITED RENTALSURI |
| 2.93% | — | $423.9万 | 3,742股 | $0 | 0股 | +3,742股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 2.84% | 2.54% | $411.7万 | 2.3万股 | $258.2万 | 1.6万股 | +6,837股+42.95% | 加仓 |
 甲骨文ORCL |
| 2.76% | 3.54% | $399.7万 | 2.7万股 | $359.9万 | 1.3万股 | +1.4万股+113.12% | 加仓 |
| PPROLOGIS COMPLD |
| 2.74% | 1.79% | $396.1万 | 2.9万股 | $182.3万 | 1.6万股 | +1.3万股+83.67% | 加仓 |
 摩根大通JPM |
| 2.72% | 2.64% | $393.2万 | 1.2万股 | $268.7万 | 8,518股 | +3,494股+41.02% | 加仓 |
| C花旗集团C |
| 2.45% | 2.35% | $355.4万 | 2.5万股 | $239.1万 | 2.4万股 | +1,833股+7.78% | 加仓 |
 高盛GS |
| 2.43% | 1.6% | $352.4万 | 3,484股 | $162.5万 | 2,041股 | +1,443股+70.70% | 加仓 |
 礼来LLY |
| 2.37% | 2.1% | $342.7万 | 2,857股 | $214.0万 | 2,805股 | +52股+1.85% | 加仓 |
 艾伯维ABBV |
| 2.33% | 2.15% | $337.8万 | 1.3万股 | $218.5万 | 9,438股 | +3,985股+42.22% | 加仓 |
 美国运通AXP |
| 2.31% | 1.47% | $335.1万 | 9,908股 | $149.5万 | 4,500股 | +5,408股+120.18% | 加仓 |
 台积电TSM |
| 2.31% | 1.36% | $334.6万 | 7,006股 | $137.9万 | 4,939股 | +2,067股+41.85% | 加仓 |
 艾默生电气EMR |
| 2.3% | 2.1% | $333.3万 | 2.3万股 | $213.7万 | 1.6万股 | +6,996股+42.95% | 加仓 |
 TJXTJX |
| 2.27% | 2.16% | $328.7万 | 2.2万股 | $219.4万 | 1.5万股 | +6,519股+42.95% | 加仓 |
 达美航空DAL |
| 2.19% | — | $317.8万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| N新纪元能源NEE |
| 2.17% | 1.87% | $314.7万 | 3.6万股 | $190.0万 | 2.5万股 | +1.1万股+42.47% | 加仓 |
 雷神技术RTX |
| 2.15% | 2.21% | $312.0万 | 1.6万股 | $224.9万 | 1.3万股 | +3,004股+22.35% | 加仓 |
 黑石集团BX |
| 2.14% | 2.44% | $310.3万 | 2.6万股 | $248.6万 | 1.5万股 | +1.2万股+81.23% | 加仓 |
 阿斯利康AZN |
| 2.11% | 2.16% | $305.2万 | 1.6万股 | $219.4万 | 2.9万股 | -1.3万股-43.72% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 2% | 2.02% | $289.7万 | 1.2万股 | $205.8万 | 1.0万股 | +1,523股+14.87% | 加仓 |
 CencoraCOR |
| 1.97% | 2.16% | $284.6万 | 1.0万股 | $220.0万 | 7,038股 | +3,021股+42.92% | 加仓 |
 BOOKING COMBKNG |
| 1.93% | — | $280.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 RED ROCK RESORTSRRR |
| 1.92% | — | $278.2万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 贝莱德·INC COMBLK |
| 1.92% | 2.4% | $277.7万 | 2,888股 | $244.0万 | 2,093股 | +795股+37.98% | 加仓 |
 自由港麦克莫兰FCX |
| 1.88% | 1.38% | $271.9万 | 4.3万股 | $140.8万 | 3.6万股 | +7,319股+20.38% | 加仓 |
 美敦力MDT |
| 1.86% | 2.25% | $269.1万 | 3.4万股 | $229.1万 | 2.4万股 | +1.0万股+42.96% | 加仓 |
 联合太平洋铁路UNP |
| 1.83% | 1.67% | $264.4万 | 9,720股 | $169.5万 | 7,172股 | +2,548股+35.53% | 加仓 |
 沃尔玛WMT |
| 1.79% | — | $258.8万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 达登饭店DRI |
| 1.75% | — | $253.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 PROGRESSIVEPGR |
| 1.72% | — | $249.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 DIGITAL RLTY TR COMDLR |
| 1.71% | 2.04% | $247.5万 | 1.4万股 | $207.9万 | 1.2万股 | +1,756股+14.60% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.69% | — | $245.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| DDICKS SPORTING GOODSDKS |
| 1.69% | 2.25% | $244.7万 | 1.1万股 | $229.3万 | 1.0万股 | +472股+4.57% | 加仓 |
 TURNING PT BRANDSTPB |
| 1.5% | — | $217.4万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 安桥ENB |
| 1.47% | 1.01% | $212.8万 | 3.9万股 | $103.1万 | 2.0万股 | +1.9万股+92.05% | 加仓 |
 卡梅科CCJ |
| 1.41% | 1.5% | $203.7万 | 2.0万股 | $152.3万 | 1.8万股 | +1,833股+10.09% | 加仓 |
 贝克休斯BKR |
| 1.34% | 1.97% | $193.6万 | 3.5万股 | $200.7万 | 4.1万股 | -6,321股-15.34% | 减仓 |
| CCANADIAN NAT RESCNQ |
| 1.1% | 1% | $159.0万 | 4.0万股 | $101.8万 | 3.2万股 | +8,414股+26.43% | 加仓 |
