| VVICORVICR |
| 19.32% | 12.55% | $5,707.2万 | 15.0万股 | $3,246.3万 | 20.2万股 | -5.1万股-25.47% | 减仓 |
 雪佛龙CVX |
| 6.68% | 9.31% | $1,973.2万 | 11.9万股 | $2,408.5万 | 11.6万股 | +2,632股+2.26% | 加仓 |
 纽蒙特NEM |
| 6.46% | 7.9% | $1,908.9万 | 20.4万股 | $2,044.2万 | 18.9万股 | +1.6万股+8.23% | 加仓 |
 VistraVST |
| 6.2% | 6.32% | $1,831.1万 | 11.5万股 | $1,635.8万 | 10.9万股 | +6,615股+6.08% | 加仓 |
 CVS健康CVS |
| 5.22% | 4.14% | $1,541.0万 | 14.9万股 | $1,069.8万 | 14.9万股 | +8股+0.01% | 加仓 |
 ANTERO RESOURCESAR |
| 5.12% | 6.64% | $1,512.5万 | 43.0万股 | $1,718.7万 | 40.5万股 | +2.5万股+6.28% | 加仓 |
| FFiservFISV |
| 5.05% | 4.14% | $1,492.4万 | 30.4万股 | $1,070.9万 | 19.2万股 | +11.2万股+58.54% | 加仓 |
 谷歌AGOOGL |
| 5.01% | 4.77% | $1,480.6万 | 4.1万股 | $1,233.8万 | 4.3万股 | -1,477股-3.44% | 减仓 |
| CCIGNALIBD |
| 4.57% | 4.93% | $1,349.3万 | 4.9万股 | $1,275.5万 | 4.8万股 | +1,127股+2.36% | 加仓 |
| Q高通QCOM |
| 4.36% | 3.34% | $1,287.2万 | 7.0万股 | $864.5万 | 6.7万股 | +2,528股+3.77% | 加仓 |
 美盛MOS |
| 4.13% | 4.93% | $1,220.9万 | 57.6万股 | $1,275.3万 | 50.0万股 | +7.6万股+15.21% | 加仓 |
 百时美施贵宝BMY |
| 4.06% | 4.75% | $1,199.3万 | 20.8万股 | $1,227.8万 | 20.2万股 | +5,700股+2.82% | 加仓 |
 斯伦贝谢SLB |
| 3.74% | 4.53% | $1,103.3万 | 23.6万股 | $1,171.3万 | 22.7万股 | +9,160股+4.04% | 加仓 |
| AAPTIVAPTV |
| 3.61% | 1.16% | $1,064.9万 | 17.4万股 | $300.6万 | 4.3万股 | +13.0万股+300.78% | 加仓 |
 美敦力MDT |
| 3.54% | 3.54% | $1,044.9万 | 13.2万股 | $916.8万 | 10.5万股 | +2.7万股+26.11% | 加仓 |
 NUTRIENNTR |
| 3.52% | 4.91% | $1,040.5万 | 16.4万股 | $1,269.0万 | 16.7万股 | -3,306股-1.98% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 3.09% | 3.67% | $912.3万 | 37.2万股 | $949.1万 | 33.1万股 | +4.1万股+12.41% | 加仓 |
 艾伯维ABBV |
| 2.13% | 2.1% | $630.3万 | 2.5万股 | $542.7万 | 2.5万股 | +92股+0.37% | 加仓 |
 BUNGE GLOBALBG |
| 1.95% | 2.89% | $576.3万 | 5.4万股 | $748.8万 | 5.9万股 | -4,877股-8.28% | 减仓 |
 赛富时CRM |
| 1% | — | $294.9万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 霍尼韦尔HON |
| 0.35% | 0.81% | $104.1万 | 4,650股 | $210.7万 | 9,321股 | -4,671股-50.11% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.35% | — | $102.8万 | 4,650股 | $0 | 0股 | +4,650股 | 新买入 |
 EOG资源EOG |
| 0.33% | 0.71% | $97.5万 | 7,518股 | $182.5万 | 1.3万股 | -5,105股-40.44% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.11% | 0.87% | $33.0万 | 659股 | $224.3万 | 4,681股 | -4,022股-85.92% | 减仓 |
 苹果AAPL |
| 0.09% | 0.1% | $26.0万 | 900股 | $25.4万 | 1,000股 | -100股-10.00% | 减仓 |
