 微软MSFT |
| 9.18% | 8.73% | $1,600.3万 | 4.3万股 | $1,533.8万 | 4.1万股 | +1,465股+3.54% | 加仓 |
 摩根大通JPM |
| 8.95% | 7.86% | $1,560.9万 | 4.8万股 | $1,380.9万 | 4.7万股 | +741股+1.58% | 加仓 |
 阿默普莱斯AMP |
| 5.24% | 4.98% | $913.5万 | 2.0万股 | $875.8万 | 2.0万股 | +207股+1.05% | 加仓 |
 家得宝HD |
| 5.17% | 4.77% | $901.4万 | 2.6万股 | $838.9万 | 2.6万股 | +52股+0.20% | 加仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 5.12% | 4.59% | $893.5万 | 2.2万股 | $806.8万 | 2.5万股 | -2,866股-11.42% | 减仓 |
| BBANK OF AMERBAC |
| 4.6% | 4.47% | $802.9万 | 14.1万股 | $786.2万 | 16.1万股 | -2.0万股-12.62% | 减仓 |
| B纽约梅隆银行BK |
| 4.21% | 3.21% | $733.5万 | 5.1万股 | $564.2万 | 4.8万股 | +3,166股+6.66% | 加仓 |
 优步UBER |
| 3.79% | 4.4% | $660.3万 | 9.2万股 | $773.5万 | 10.8万股 | -1.6万股-14.90% | 减仓 |
 思科CSCO |
| 3.47% | 2.78% | $604.4万 | 5.1万股 | $489.3万 | 6.3万股 | -1.2万股-18.41% | 减仓 |
 SPHERE ENTERTAINMENTSPHR |
| 2.86% | 2.48% | $498.2万 | 2.9万股 | $435.7万 | 3.7万股 | -8,320股-22.42% | 减仓 |
 MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGE |
| 2.55% | 2.29% | $444.2万 | 5.5万股 | $402.6万 | 6.8万股 | -1.3万股-19.64% | 减仓 |
 强生JNJ |
| 2.37% | 2.27% | $413.9万 | 1.6万股 | $398.6万 | 1.6万股 | -8股-0.05% | 减仓 |
 谷歌AGOOGL |
| 2.23% | 2.6% | $388.1万 | 1.1万股 | $457.4万 | 1.6万股 | -5,047股-31.73% | 减仓 |
 迪士尼DIS |
| 1.78% | 1.62% | $310.0万 | 3.2万股 | $285.1万 | 3.0万股 | +2,633股+8.90% | 加仓 |
 ATLANTA BRAVESBATRK |
| 1.76% | 1.9% | $307.4万 | 5.9万股 | $333.5万 | 7.8万股 | -1.9万股-24.16% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 1.54% | 1.47% | $268.3万 | 4.6万股 | $258.0万 | 4.5万股 | +1,624股+3.63% | 加仓 |
 万豪MAR |
| 1.5% | 1.51% | $262.3万 | 7,077股 | $266.0万 | 8,132股 | -1,055股-12.97% | 减仓 |
| SSCOTTS MIRACLE-GROSMG |
| 1.44% | 1.39% | $251.8万 | 3.7万股 | $244.4万 | 4.0万股 | -3,221股-8.01% | 减仓 |
 英特尔INTC |
| 1.43% | 0.43% | $249.9万 | 1.8万股 | $76.1万 | 1.7万股 | +660股+3.83% | 加仓 |
 COOPER COSCOO |
| 1.29% | 0.64% | $225.2万 | 3.1万股 | $112.4万 | 1.6万股 | +1.6万股+99.82% | 加仓 |
 辉瑞PFE |
| 1.28% | 1.59% | $222.5万 | 9.2万股 | $278.6万 | 9.9万股 | -6,817股-6.87% | 减仓 |
 Markel Group Inc.MKL |
| 1.23% | 1.26% | $214.0万 | 1,096股 | $220.9万 | 1,154股 | -58股-5.03% | 减仓 |
| C花旗集团C |
| 1.2% | 0.95% | $209.9万 | 1.5万股 | $167.1万 | 1.5万股 | +266股+1.81% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 1.18% | 1.68% | $206.1万 | 8.4万股 | $294.5万 | 10.3万股 | -1.9万股-18.14% | 减仓 |
| CCALLAWAY GOLFCALY |
| 1.16% | 1.19% | $202.6万 | 10.8万股 | $209.8万 | 15.1万股 | -4.3万股-28.67% | 减仓 |
 MUELLER WTR PRODSMWA |
| 0.98% | 1.29% | $171.2万 | 6.6万股 | $226.1万 | 8.2万股 | -1.6万股-19.44% | 减仓 |
 可口可乐KO |
| 0.97% | 0.85% | $170.0万 | 2.1万股 | $149.2万 | 2.0万股 | +1,299股+6.62% | 加仓 |
 CVS健康CVS |
| 0.95% | 0.64% | $166.1万 | 1.6万股 | $113.2万 | 1.6万股 | +294股+1.87% | 加仓 |
 美国运通AXP |
| 0.94% | 0.73% | $164.2万 | 4,853股 | $128.6万 | 4,251股 | +602股+14.16% | 加仓 |
 赛富时CRM |
| 0.93% | 0.82% | $162.9万 | 1.0万股 | $143.6万 | 7,694股 | +2,702股+35.12% | 加仓 |
 美高梅MGM |
| 0.89% | 0.46% | $155.0万 | 3.2万股 | $80.9万 | 2.2万股 | +1.1万股+48.39% | 加仓 |
 SYSCO COMSYY |
| 0.87% | 0.79% | $152.4万 | 1.8万股 | $139.5万 | 2.0万股 | -1,326股-6.78% | 减仓 |
 麦当劳MCD |
| 0.79% | 0.9% | $137.7万 | 5,093股 | $158.8万 | 5,108股 | -15股-0.29% | 减仓 |
 KENVUE COMKVUE |
| 0.76% | 0.7% | $132.2万 | 6.9万股 | $123.5万 | 7.2万股 | -2,442股-3.41% | 减仓 |
 联合包裹UPSUPS |
| 0.72% | 0.83% | $124.8万 | 1.2万股 | $146.7万 | 1.5万股 | -3,298股-22.12% | 减仓 |
 康宁GLW |
| 0.69% | 0.4% | $120.6万 | 4,722股 | $70.6万 | 5,195股 | -473股-9.10% | 减仓 |
 WASTE MGMT DELWM |
| 0.68% | 0.72% | $118.3万 | 5,308股 | $126.1万 | 5,488股 | -180股-3.28% | 减仓 |
| SSS&C TECHSSNC |
| 0.63% | 1% | $110.5万 | 1.8万股 | $175.6万 | 2.6万股 | -8,181股-31.49% | 减仓 |
 艺康ECL |
| 0.62% | 0.52% | $107.9万 | 3,854股 | $91.0万 | 3,412股 | +442股+12.95% | 加仓 |
| TTRIPADVISORTRIP |
| 0.61% | 0.51% | $105.8万 | 7.7万股 | $90.4万 | 8.5万股 | -7,597股-8.96% | 减仓 |
 自由媒体FWONA |
| 0.61% | 0.41% | $105.8万 | 1.2万股 | $72.9万 | 9,334股 | +2,748股+29.44% | 加仓 |
 GLOBAL PMTS COMGPN |
| 0.58% | 0.9% | $101.5万 | 1.4万股 | $158.6万 | 2.4万股 | -9,584股-40.67% | 减仓 |
| AACUSHNETGOLF |
| 0.56% | 0.58% | $96.9万 | 8,174股 | $101.7万 | 1.1万股 | -2,703股-24.85% | 减仓 |
 TARGET COMTGT |
| 0.54% | 0.53% | $95.0万 | 7,272股 | $92.4万 | 7,628股 | -356股-4.67% | 减仓 |
 BroadridgeBR |
| 0.54% | 0.65% | $93.8万 | 6,853股 | $114.6万 | 7,053股 | -200股-2.84% | 减仓 |
 HOWARD HUGHESHHH |
| 0.51% | 0.72% | $89.1万 | 1.2万股 | $127.1万 | 2.0万股 | -7,638股-38.01% | 减仓 |
 苹果AAPL |
| 0.51% | 0.44% | $88.3万 | 3,051股 | $77.9万 | 3,071股 | -20股-0.65% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 1.17% | $87.8万 | 1,754股 | $204.8万 | 4,274股 | -2,520股-58.96% | 减仓 |
 百时美施贵宝BMY |
| 0.47% | 0.57% | $82.7万 | 1.4万股 | $100.3万 | 1.7万股 | -2,181股-13.19% | 减仓 |
 默沙东MRK |
| 0.47% | 0.76% | $82.3万 | 6,406股 | $132.8万 | 1.1万股 | -4,632股-41.96% | 减仓 |
