 WILLIAMS SONOMAWSM |
| 5.41% | 4.25% | $25.77亿 | 1,105.7万股 | $20.31亿 | 1,114.0万股 | -8.3万股-0.75% | 减仓 |
 派克汉尼汾PH |
| 4.1% | 3.98% | $19.55亿 | 199.9万股 | $18.99亿 | 212.1万股 | -12.2万股-5.77% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.58% | 3.08% | $17.06亿 | 482.9万股 | $14.72亿 | 513.1万股 | -30.1万股-5.87% | 减仓 |
 CORTEVA COMCTVA |
| 3.16% | 3.3% | $15.05亿 | 1,776.9万股 | $15.77亿 | 1,883.4万股 | -106.5万股-5.66% | 减仓 |
 第一资本COF |
| 2.69% | 2.58% | $12.84亿 | 640.0万股 | $12.32亿 | 675.1万股 | -35.1万股-5.19% | 减仓 |
 微软MSFT |
| 2.47% | 2.62% | $11.79亿 | 316.2万股 | $12.50亿 | 337.8万股 | -21.6万股-6.40% | 减仓 |
 美国合众银行USB |
| 2.23% | 2.04% | $10.63亿 | 1,759.3万股 | $9.75亿 | 1,874.7万股 | -115.4万股-6.16% | 减仓 |
 马丁玛丽埃塔MLM |
| 2.22% | 2.41% | $10.56亿 | 183.2万股 | $11.51亿 | 195.5万股 | -12.4万股-6.32% | 减仓 |
 AMGEN COMAMGN |
| 2.21% | 2.27% | $10.56亿 | 291.5万股 | $10.84亿 | 308.0万股 | -16.4万股-5.34% | 减仓 |
| Q高通QCOM |
| 2.16% | 1.62% | $10.29亿 | 556.6万股 | $7.75亿 | 602.0万股 | -45.4万股-7.54% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 2.12% | 2.03% | $10.11亿 | 151.5万股 | $9.67亿 | 159.8万股 | -8.3万股-5.16% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 2.07% | 1.58% | $9.85亿 | 1,080.0万股 | $7.52亿 | 1,164.2万股 | -84.2万股-7.23% | 减仓 |
 艺康ECL |
| 2.06% | 2.07% | $9.80亿 | 351.7万股 | $9.87亿 | 370.8万股 | -19.2万股-5.17% | 减仓 |
| MMITSUBISHI UFJ FINANCIAL SPONSORED ADSMUFG |
| 2.01% | 1.83% | $9.58亿 | 4,817.0万股 | $8.73亿 | 5,145.6万股 | -328.6万股-6.39% | 减仓 |
 阿默普莱斯AMP |
| 2% | 2.06% | $9.56亿 | 208.3万股 | $9.83亿 | 221.2万股 | -12.8万股-5.81% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 1.99% | 1.79% | $9.49亿 | 385.6万股 | $8.56亿 | 411.1万股 | -25.6万股-6.22% | 减仓 |
 可口可乐KO |
| 1.96% | 1.95% | $9.34亿 | 1,149.0万股 | $9.33亿 | 1,227.0万股 | -78.0万股-6.36% | 减仓 |
 摩托罗拉解决方案MSI |
| 1.83% | 2.06% | $8.71亿 | 209.7万股 | $9.83亿 | 226.6万股 | -16.9万股-7.46% | 减仓 |
 默沙东MRK |
| 1.77% | 1.74% | $8.45亿 | 657.9万股 | $8.29亿 | 689.4万股 | -31.6万股-4.58% | 减仓 |
 XCEL ENERGY COMXEL |
| 1.76% | 1.85% | $8.40亿 | 1,045.9万股 | $8.82亿 | 1,110.6万股 | -64.7万股-5.83% | 减仓 |
| SSONY SPONSORED ADRSONY |
| 1.74% | 1.91% | $8.28亿 | 4,127.2万股 | $9.09亿 | 4,393.7万股 | -266.5万股-6.07% | 减仓 |
 通用动力GD |
| 1.72% | 1.76% | $8.20亿 | 231.6万股 | $8.40亿 | 244.7万股 | -13.1万股-5.35% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.71% | 2.15% | $8.17亿 | 1,050.6万股 | $10.28亿 | 1,124.4万股 | -73.7万股-6.56% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.71% | 1.7% | $8.14亿 | 985.3万股 | $8.13亿 | 1,021.7万股 | -36.4万股-3.56% | 减仓 |
 爱德华生命科学EW |
| 1.64% | — | $7.84亿 | 866.6万股 | $0 | 0股 | +866.6万股 | 新买入 |
 新思科技SNPS |
| 1.63% | 1.54% | $7.75亿 | 173.7万股 | $7.33亿 | 184.9万股 | -11.2万股-6.05% | 减仓 |
 RPM INTLRPM |
| 1.61% | 1.53% | $7.68亿 | 691.2万股 | $7.32亿 | 736.4万股 | -45.3万股-6.14% | 减仓 |
 威瑞森VZ |
| 1.58% | 2% | $7.54亿 | 1,780.3万股 | $9.53亿 | 1,899.3万股 | -119.0万股-6.27% | 减仓 |
 AMERICAN INTL COM NEWAIG |
| 1.55% | 1.66% | $7.38亿 | 990.5万股 | $7.92亿 | 1,053.0万股 | -62.5万股-5.93% | 减仓 |
 空气化工APD |
| 1.55% | 1.63% | $7.37亿 | 251.4万股 | $7.80亿 | 268.4万股 | -17.0万股-6.34% | 减仓 |
 OSHKOSHOSK |
| 1.52% | 1.54% | $7.25亿 | 472.6万股 | $7.36亿 | 500.2万股 | -27.5万股-5.51% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 1.5% | 1.66% | $7.14亿 | 543.0万股 | $7.91亿 | 581.3万股 | -38.4万股-6.60% | 减仓 |
 LENNARLEN |
| 1.49% | 1.52% | $7.09亿 | 783.6万股 | $7.25亿 | 834.6万股 | -51.0万股-6.11% | 减仓 |
 优步UBER |
| 1.48% | 1.53% | $7.06亿 | 978.7万股 | $7.32亿 | 1,018.2万股 | -39.5万股-3.88% | 减仓 |
 欧特克ADSK |
| 1.45% | <0.01% | $6.92亿 | 356.1万股 | $35.5万 | 1,481股 | +355.9万股+240,324.17% | 加仓 |
 CULLEN FROST BANKERSCFR |
| 1.45% | 1.37% | $6.90亿 | 446.5万股 | $6.53亿 | 476.5万股 | -30.0万股-6.29% | 减仓 |
 雪佛龙CVX |
| 1.44% | 1.96% | $6.87亿 | 414.2万股 | $9.36亿 | 452.6万股 | -38.4万股-8.49% | 减仓 |
 LOWES COS COMLOW |
| 1.43% | 1.6% | $6.81亿 | 309.1万股 | $7.66亿 | 324.3万股 | -15.2万股-4.69% | 减仓 |
 宝洁PG |
| 1.35% | 1.41% | $6.45亿 | 440.0万股 | $6.71亿 | 464.5万股 | -24.5万股-5.27% | 减仓 |
 ALCON ORD SHSALC |
| 1.29% | 1.53% | $6.14亿 | 915.5万股 | $7.32亿 | 972.1万股 | -56.6万股-5.82% | 减仓 |
 黑石集团BX |
| 1.23% | 1.26% | $5.84亿 | 496.4万股 | $6.00亿 | 521.7万股 | -25.2万股-4.84% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 1.2% | 1.34% | $5.74亿 | 1,138.9万股 | $6.39亿 | 1,266.4万股 | -127.5万股-10.07% | 减仓 |
 EQUITY LIFESTYLE PROPERTIESELS |
| 1.11% | 1.13% | $5.27亿 | 818.3万股 | $5.38亿 | 861.9万股 | -43.5万股-5.05% | 减仓 |
 美敦力MDT |
| 1.03% | 1.21% | $4.92亿 | 629.4万股 | $5.76亿 | 664.9万股 | -35.6万股-5.35% | 减仓 |
 ADOBE COMADBE |
| 0.87% | 1.1% | $4.17亿 | 203.4万股 | $5.27亿 | 217.0万股 | -13.6万股-6.26% | 减仓 |
 CREDICORPBAP |
| 0.58% | 0.53% | $2.76亿 | 70.8万股 | $2.53亿 | 74.7万股 | -4.0万股-5.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.37% | 0.24% | $1.78亿 | 23.9万股 | $1.17亿 | 18.0万股 | +5.9万股+33.03% | 加仓 |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 0.36% | 0.35% | $1.74亿 | 173.7万股 | $1.66亿 | 183.5万股 | -9.8万股-5.32% | 减仓 |
| EERSTE GROUP BK A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSEBKDY |
| 0.33% | 0.28% | $1.59亿 | 238.1万股 | $1.34亿 | 251.6万股 | -13.5万股-5.35% | 减仓 |
| SSAMSUNG ELECTRONICS CO LTD ORD |
| 0.33% | — | $1.58亿 | 73.2万股 | $0 | 0股 | +73.2万股 | 新买入 |
