 康明斯CMI |
| 6.16% | 5.48% | $2.74亿 | 38.4万股 | $2.27亿 | 42.2万股 | -3.7万股-8.83% | 减仓 |
 摩根士丹利MS |
| 5.54% | 5.12% | $2.46亿 | 117.8万股 | $2.12亿 | 128.9万股 | -11.0万股-8.57% | 减仓 |
 LAMAR ADVERTISINGLAMR |
| 4.7% | 4.22% | $2.09亿 | 134.0万股 | $1.75亿 | 138.1万股 | -4.0万股-2.93% | 减仓 |
 博通AVGO |
| 4.68% | 4.57% | $2.08亿 | 55.1万股 | $1.89亿 | 61.2万股 | -6.1万股-9.92% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 4.36% | 4.04% | $1.94亿 | 86.7万股 | $1.68亿 | 89.8万股 | -3.1万股-3.50% | 减仓 |
 OLD REP INTLORI |
| 4.29% | 4.56% | $1.91亿 | 466.5万股 | $1.89亿 | 473.9万股 | -7.4万股-1.56% | 减仓 |
 艾伯维ABBV |
| 4.18% | 4.39% | $1.86亿 | 73.9万股 | $1.82亿 | 83.6万股 | -9.8万股-11.70% | 减仓 |
 实耐宝SNA |
| 4.14% | 4.12% | $1.84亿 | 45.7万股 | $1.71亿 | 47.0万股 | -1.3万股-2.72% | 减仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 4.1% | 4.44% | $1.82亿 | 224.6万股 | $1.84亿 | 227.1万股 | -2.5万股-1.08% | 减仓 |
 强生JNJ |
| 4.08% | 4.35% | $1.82亿 | 71.5万股 | $1.80亿 | 73.6万股 | -2.2万股-2.94% | 减仓 |
 CVS健康CVS |
| 4% | 2.85% | $1.78亿 | 171.8万股 | $1.18亿 | 164.3万股 | +7.5万股+4.56% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 3.96% | 4.44% | $1.76亿 | 479.2万股 | $1.84亿 | 486.3万股 | -7.1万股-1.46% | 减仓 |
 达登饭店DRI |
| 3.81% | 4.03% | $1.69亿 | 82.3万股 | $1.67亿 | 85.1万股 | -2.8万股-3.34% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 3.68% | 3.36% | $1.64亿 | 272.3万股 | $1.39亿 | 244.1万股 | +28.2万股+11.56% | 加仓 |
 宝洁PG |
| 3.49% | 3.72% | $1.55亿 | 105.9万股 | $1.54亿 | 106.7万股 | -8,030股-0.75% | 减仓 |
 康菲石油COP |
| 3.39% | 4.77% | $1.51亿 | 145.1万股 | $1.97亿 | 149.6万股 | -4.4万股-2.97% | 减仓 |
 德州仪器TXN |
| 3.37% | 2.62% | $1.50亿 | 50.4万股 | $1.09亿 | 55.9万股 | -5.6万股-9.98% | 减仓 |
| DDICKS SPORTING GOODSDKS |
| 3.29% | 3.18% | $1.46亿 | 64.5万股 | $1.32亿 | 66.4万股 | -1.9万股-2.90% | 减仓 |
 家得宝HD |
| 3.23% | 3.24% | $1.44亿 | 40.8万股 | $1.34亿 | 40.8万股 | -133股-0.03% | 减仓 |
| WWATSCOWSO |
| 2.85% | 2.96% | $1.27亿 | 30.4万股 | $1.23亿 | 33.7万股 | -3.3万股-9.79% | 减仓 |
 RYMAN HOSPITALITY PPTYSRHP |
| 2.84% | 2.29% | $1.27亿 | 98.4万股 | $9,480.9万 | 102.8万股 | -4.3万股-4.21% | 减仓 |
 芝加哥商品交易所CME |
| 2.67% | 5.15% | $1.19亿 | 53.7万股 | $2.13亿 | 72.2万股 | -18.5万股-25.61% | 减仓 |
 PAYCHEX COMPAYX |
| 2.65% | 2.53% | $1.18亿 | 119.7万股 | $1.05亿 | 113.7万股 | +6.0万股+5.24% | 加仓 |
 PHILIP MORRIS INTLPM |
| 2.58% | 2.92% | $1.15亿 | 63.5万股 | $1.21亿 | 73.2万股 | -9.7万股-13.28% | 减仓 |
 Ares管理ARES |
| 2.4% | 2.49% | $1.07亿 | 96.0万股 | $1.03亿 | 94.5万股 | +1.4万股+1.52% | 加仓 |
 UGI NEWUGI |
| 2.06% | 2.32% | $9,175.3万 | 265.6万股 | $9,614.8万 | 264.0万股 | +1.6万股+0.62% | 加仓 |
 斯伦贝谢SLB |
| 1.72% | 1.33% | $7,643.1万 | 164.4万股 | $5,507.7万 | 107.2万股 | +57.2万股+53.40% | 加仓 |
| IIBMIBM |
| 1.23% | — | $5,448.4万 | 19.4万股 | $0 | 0股 | +19.4万股 | 新买入 |
| PPENSKE AUTOMOTIVE GROUPPAG |
| 0.52% | 0.47% | $2,325.0万 | 13.0万股 | $1,964.1万 | 13.1万股 | -1,437股-1.09% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.02% | 0.02% | $101.7万 | 1.1万股 | $102.7万 | 1.1万股 | 00.00% | 持仓不变 |
