 联合健康UNH |
| 3.89% | 1.67% | $2,179.4万 | 5.2万股 | $945.1万 | 3.5万股 | +1.8万股+50.13% | 加仓 |
 PHILIP MORRIS INTLPM |
| 2.98% | 2.82% | $1,669.4万 | 9.2万股 | $1,594.8万 | 9.6万股 | -4,178股-4.33% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 2.85% | 2.33% | $1,594.2万 | 25.8万股 | $1,314.4万 | 22.5万股 | +3.3万股+14.83% | 加仓 |
 强生JNJ |
| 2.74% | 1.91% | $1,531.8万 | 6.0万股 | $1,080.4万 | 4.4万股 | +1.6万股+36.46% | 加仓 |
| MMPLXFFUT |
| 2.68% | 2.34% | $1,499.1万 | 26.6万股 | $1,321.4万 | 23.2万股 | +3.5万股+14.94% | 加仓 |
 威瑞森VZ |
| 2.5% | 2.55% | $1,396.5万 | 33.0万股 | $1,440.6万 | 28.7万股 | +4.3万股+14.94% | 加仓 |
 英伟达NVDA |
| 2.42% | 1.72% | $1,352.9万 | 6.8万股 | $973.2万 | 5.6万股 | +1.2万股+21.17% | 加仓 |
| N新纪元能源NEE |
| 2.25% | 2.06% | $1,261.7万 | 14.4万股 | $1,161.5万 | 12.5万股 | +1.9万股+14.95% | 加仓 |
 雪佛龙CVX |
| 2.22% | 3.14% | $1,242.4万 | 7.5万股 | $1,773.5万 | 8.6万股 | -1.1万股-12.56% | 减仓 |
 联合包裹UPSUPS |
| 2.21% | 1.74% | $1,235.3万 | 11.5万股 | $983.2万 | 10.0万股 | +1.5万股+14.98% | 加仓 |
 艾伯维ABBV |
| 2.15% | 1.59% | $1,205.4万 | 4.8万股 | $895.0万 | 4.1万股 | +6,747股+16.39% | 加仓 |
 阿斯麦ASML |
| 2.12% | 1.45% | $1,188.9万 | 5,976股 | $821.3万 | 6,218股 | -242股-3.89% | 减仓 |
 台积电TSM |
| 2.07% | 1.66% | $1,158.1万 | 2.4万股 | $938.4万 | 2.8万股 | -3,517股-12.67% | 减仓 |
 家得宝HD |
| 1.95% | 1.07% | $1,091.5万 | 3.1万股 | $601.5万 | 1.8万股 | +1.3万股+69.22% | 加仓 |
 美国电力AEP |
| 1.71% | 1.42% | $959.7万 | 7.0万股 | $800.1万 | 6.1万股 | +9,114股+14.93% | 加仓 |
 HERSHEY COMHSY |
| 1.54% | 1.57% | $860.6万 | 4.9万股 | $886.3万 | 4.3万股 | +6,417股+15.05% | 加仓 |
 安桥ENB |
| 1.53% | 1.32% | $856.3万 | 15.8万股 | $743.9万 | 13.7万股 | +2.1万股+14.96% | 加仓 |
 芝加哥商品交易所CME |
| 1.5% | 1.73% | $840.0万 | 3.8万股 | $977.9万 | 3.3万股 | +4,929股+14.89% | 加仓 |
 苹果AAPL |
| 1.49% | 1.07% | $836.1万 | 2.9万股 | $605.3万 | 2.4万股 | +5,044股+21.15% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.49% | 1.27% | $831.4万 | 2.4万股 | $716.3万 | 2.5万股 | -1,441股-5.77% | 减仓 |
 雷神技术RTX |
| 1.47% | — | $820.3万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| CCIGNALIBD |
| 1.46% | 1.22% | $816.4万 | 3.0万股 | $688.2万 | 2.6万股 | +3,813股+14.78% | 加仓 |
 高盛GS |
| 1.35% | 0.69% | $757.2万 | 7,487股 | $391.2万 | 4,624股 | +2,863股+61.92% | 加仓 |
 AMERICAN INTL COM NEWAIG |
| 1.34% | 1.16% | $749.2万 | 10.1万股 | $657.8万 | 8.7万股 | +1.3万股+15.00% | 加仓 |
 亚马逊AMZN |
| 1.28% | 0.99% | $714.2万 | 3.0万股 | $558.9万 | 2.7万股 | +3,133股+11.68% | 加仓 |
 百事可乐PEP |
| 1.21% | 1.2% | $677.9万 | 5.0万股 | $676.4万 | 4.4万股 | +6,510股+14.94% | 加仓 |
 ATMOS ENERGYATO |
| 1.18% | 1.09% | $660.4万 | 3.8万股 | $615.4万 | 3.3万股 | +5,022股+15.08% | 加仓 |
 BROOKFIELD INFRASTRUCTUREBIPC |
| 1.18% | 1.04% | $657.7万 | 17.1万股 | $587.3万 | 14.9万股 | +2.2万股+14.96% | 加仓 |
 联合太平洋铁路UNP |
| 1.15% | — | $642.5万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 ALTRIAMO |
| 1.12% | 0.89% | $626.8万 | 8.7万股 | $500.0万 | 7.6万股 | +1.1万股+14.97% | 加仓 |
 万事达MA |
| 1.03% | 1.13% | $573.7万 | 1.1万股 | $635.3万 | 1.3万股 | -1,543股-12.14% | 减仓 |
 GSK SPONSORED ADRGSK |
| 1.02% | 1.13% | $570.8万 | 10.9万股 | $636.5万 | 11.5万股 | -6,423股-5.57% | 减仓 |
 美光科技MU |
| 0.99% | 0.28% | $554.5万 | 4,804股 | $158.3万 | 4,686股 | +118股+2.52% | 加仓 |
 微软MSFT |
| 0.97% | 1.18% | $542.9万 | 1.5万股 | $667.7万 | 1.8万股 | -3,483股-19.31% | 减仓 |
| SSANOFI SPONSORED ADRSNY |
| 0.96% | — | $537.0万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 博通AVGO |
| 0.94% | 0.63% | $528.4万 | 1.4万股 | $356.9万 | 1.2万股 | +2,457股+21.31% | 加仓 |
 雅培ABT |
| 0.93% | — | $521.8万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| PPETROLEO BRASILEIROPBR |
| 0.93% | 1.22% | $518.5万 | 32.1万股 | $690.1万 | 33.3万股 | -1.2万股-3.53% | 减仓 |
| R力拓BBP |
| 0.89% | 0.76% | $500.6万 | 5.3万股 | $429.5万 | 4.6万股 | +6,695股+14.54% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.88% | 0.89% | $494.5万 | 6.4万股 | $505.3万 | 5.6万股 | +8,060股+14.51% | 加仓 |
 德州仪器TXN |
| 0.88% | — | $491.6万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 宝洁PG |
| 0.88% | 0.96% | $490.6万 | 3.3万股 | $543.0万 | 3.8万股 | -4,138股-11.01% | 减仓 |
 FERROVIAL NV ORD SHSFER |
| 0.83% | 0.97% | $466.9万 | 6.8万股 | $544.9万 | 8.4万股 | -1.6万股-18.77% | 减仓 |
 谷歌AGOOGL |
| 0.83% | 0.54% | $463.2万 | 1.3万股 | $307.3万 | 1.1万股 | +2,275股+21.29% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 0.82% | 0.61% | $457.1万 | 4.8万股 | $346.1万 | 4.2万股 | +6,110股+14.56% | 加仓 |
 AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHSAMX |
| 0.78% | 0.66% | $436.6万 | 16.8万股 | $373.7万 | 14.7万股 | +2.1万股+14.54% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.75% | 1.1% | $419.1万 | 13.1万股 | $620.0万 | 18.5万股 | -5.4万股-29.11% | 减仓 |
 礼来LLY |
| 0.75% | 1.18% | $417.4万 | 3,480股 | $665.0万 | 7,230股 | -3,750股-51.87% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.73% | 0.91% | $411.1万 | 2,422股 | $514.4万 | 2,975股 | -553股-18.59% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.72% | 0.92% | $400.4万 | 8,720股 | $518.9万 | 1.1万股 | -1,980股-18.50% | 减仓 |
