 微软MSFT |
| 12.26% | 12.81% | $1,167.0万 | 3.7万股 | $1,258.6万 | 3.7万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 11.17% | 10.54% | $1,063.0万 | 20股 | $1,035.6万 | 20股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 8.52% | 9.35% | $810.7万 | 4.7万股 | $918.5万 | 4.7万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 6.84% | 6.08% | $650.8万 | 4.9万股 | $597.1万 | 4.9万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 6.51% | 6.01% | $619.4万 | 1.2万股 | $590.5万 | 1.2万股 | 00.00% | 持仓不变 |
 空气化工APD |
| 4.41% | 4.51% | $419.7万 | 1.5万股 | $443.6万 | 1.5万股 | 00.00% | 持仓不变 |
 Elevance健康ELV |
| 4.05% | 4% | $385.1万 | 8,845股 | $393.0万 | 8,845股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 3.8% | 3.32% | $361.5万 | 2.4万股 | $326.8万 | 2.4万股 | 00.00% | 持仓不变 |
 星座品牌STZ |
| 3.31% | 3.14% | $314.9万 | 1.3万股 | $308.4万 | 1.3万股 | 00.00% | 持仓不变 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 3.27% | 3.26% | $311.2万 | 2.8万股 | $319.9万 | 2.8万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.27% | 3.24% | $310.9万 | 2.4万股 | $318.9万 | 2.4万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 3.26% | 2.95% | $310.4万 | 1.8万股 | $289.7万 | 1.8万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 3.21% | 3.49% | $305.7万 | 1.7万股 | $343.4万 | 1.7万股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 3.05% | 2.92% | $289.9万 | 4.2万股 | $287.0万 | 4.2万股 | 00.00% | 持仓不变 |
 威廉姆斯WMB |
| 2.41% | 2.26% | $229.7万 | 6.8万股 | $222.5万 | 6.8万股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 2.12% | 1.93% | $201.9万 | 4.6万股 | $189.2万 | 4.6万股 | 00.00% | 持仓不变 |
 CHUBB LIMITEDCB |
| 2.12% | 1.9% | $201.8万 | 9,693股 | $186.6万 | 9,693股 | 00.00% | 持仓不变 |
 第一资本COF |
| 1.85% | 2.13% | $176.0万 | 1.8万股 | $209.3万 | 1.9万股 | -1,000股-5.23% | 减仓 |
 CAESARS ENTERTAINMENT NECZR |
| 1.72% | 1.83% | $163.3万 | 3.5万股 | $179.6万 | 3.5万股 | 00.00% | 持仓不变 |
 恩智浦NXPI |
| 1.68% | 1.67% | $159.9万 | 7,997股 | $163.7万 | 7,997股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 1.08% | 1.55% | $102.3万 | 2.5万股 | $152.0万 | 3.3万股 | -8,138股-24.64% | 减仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| 1.02% | 0.97% | $96.9万 | 1.4万股 | $95.5万 | 1.4万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.77% | 0.58% | $73.0万 | 1.1万股 | $57.3万 | 1.1万股 | 00.00% | 持仓不变 |
| AAMEREN COMDHS |
| 0.75% | 0.79% | $71.1万 | 9,500股 | $77.6万 | 9,500股 | 00.00% | 持仓不变 |
 阿默普莱斯AMP |
| 0.7% | 0.68% | $66.6万 | 2,020股 | $67.1万 | 2,020股 | 00.00% | 持仓不变 |
 布鲁克菲尔德BN |
| 0.67% | 0.7% | $64.0万 | 2.0万股 | $68.9万 | 2.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.62% | 0.55% | $58.9万 | 4,500股 | $53.9万 | 4,500股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.62% | 0.62% | $58.8万 | 1.6万股 | $61.3万 | 1.6万股 | 00.00% | 持仓不变 |
 杜邦DD |
| 0.48% | 0.46% | $45.5万 | 6,102股 | $45.3万 | 6,340股 | -238股-3.75% | 减仓 |
 PAYPAL COMPYPL |
| 0.42% | 0.47% | $40.3万 | 6,900股 | $46.0万 | 6,900股 | 00.00% | 持仓不变 |
 德文能源DVN |
| 0.39% | 0.38% | $37.2万 | 7,800股 | $37.7万 | 7,800股 | 00.00% | 持仓不变 |
 TRAVEL PLUS LEISURETNL |
| 0.38% | 0.4% | $35.9万 | 9,784股 | $39.5万 | 9,784股 | 00.00% | 持仓不变 |
 DOW COMDOW |
| 0.35% | 0.36% | $33.3万 | 6,451股 | $35.6万 | 6,689股 | -238股-3.56% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.33% | 0.31% | $31.5万 | 900股 | $30.7万 | 900股 | 00.00% | 持仓不变 |
 滨特尔PNR |
| 0.32% | 0.31% | $30.7万 | 4,749股 | $30.7万 | 4,749股 | 00.00% | 持仓不变 |
 CORTEVA COMCTVA |
| 0.32% | 0.36% | $30.2万 | 5,908股 | $35.2万 | 6,146股 | -238股-3.87% | 减仓 |
 万豪MAR |
| 0.31% | 0.28% | $29.5万 | 1,500股 | $27.6万 | 1,500股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.27% | 0.26% | $25.9万 | 800股 | $25.8万 | 800股 | 00.00% | 持仓不变 |
 波音BA |
| 0.26% | 0.28% | $24.9万 | 1,300股 | $27.5万 | 1,300股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.24% | 0.27% | $22.9万 | 1,534股 | $26.7万 | 1,534股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.23% | 0.23% | $22.1万 | 2,950股 | $22.7万 | 2,950股 | 00.00% | 持仓不变 |
 捷迈邦美ZBH |
| 0.22% | 0.28% | $21.3万 | 1,900股 | $27.7万 | 1,900股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.22% | 0.24% | $21.2万 | 2,610股 | $23.3万 | 2,610股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.22% | 0.21% | $20.7万 | 1,875股 | $20.6万 | 1,875股 | 00.00% | 持仓不变 |
