 康明斯CMI |
| 17.41% | 12.93% | $3,280.8万 | 4.6万股 | $2,474.9万 | 4.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 15.83% | 15.47% | $2,984.2万 | 8.0万股 | $2,961.4万 | 8.0万股 | 00.00% | 持仓不变 |
 多佛DOV |
| 10.71% | 9.8% | $2,018.5万 | 9.0万股 | $1,876.1万 | 9.0万股 | 00.00% | 持仓不变 |
 安桥ENB |
| 8.9% | 8.75% | $1,677.4万 | 30.9万股 | $1,675.2万 | 30.9万股 | 00.00% | 持仓不变 |
 ADPADP |
| 8.56% | 7.64% | $1,612.4万 | 7.2万股 | $1,462.9万 | 7.2万股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 4.45% | 4.53% | $839.2万 | 6.6万股 | $868.1万 | 6.6万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 4.03% | 4.03% | $758.9万 | 4.0万股 | $771.6万 | 4.0万股 | 00.00% | 持仓不变 |
 空气化工APD |
| 3.85% | 3.75% | $725.6万 | 2.5万股 | $719.0万 | 2.5万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 3.37% | 3.19% | $634.9万 | 2.5万股 | $611.1万 | 2.5万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 2.97% | 5.9% | $559.8万 | 2.5万股 | $1,130.2万 | 5.0万股 | -2.5万股-50.00% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 2.93% | — | $552.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| T赛默飞世尔TMO |
| 2.58% | 2.49% | $485.4万 | 9,682股 | $475.9万 | 9,682股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 2.56% | 2.17% | $483.2万 | 8.0万股 | $416.1万 | 8.0万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 2.21% | 2.29% | $416.6万 | 2.8万股 | $439.2万 | 2.8万股 | 00.00% | 持仓不变 |
| WWEC ENERGY COMIDU |
| 1.92% | 1.87% | $362.0万 | 3.1万股 | $358.9万 | 3.1万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 1.76% | 1.39% | $331.8万 | 8,355股 | $265.8万 | 8,355股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.31% | 1.2% | $246.9万 | 7,000股 | $230.2万 | 7,000股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.99% | 1.55% | $186.7万 | 1.5万股 | $297.4万 | 1.5万股 | 00.00% | 持仓不变 |
| HHASBROHAS |
| 0.94% | 1.05% | $177.6万 | 2.2万股 | $201.2万 | 2.2万股 | 00.00% | 持仓不变 |
 PINNACLE WEST CAPPNW |
| 0.85% | 0.79% | $160.1万 | 1.5万股 | $150.7万 | 1.5万股 | 00.00% | 持仓不变 |
 REGIONS FINANCIAL NEW COMRF |
| 0.6% | 0.51% | $113.1万 | 3.7万股 | $97.8万 | 3.7万股 | 00.00% | 持仓不变 |
 LYONDELLBASELL INDUSTRIES SHS - A -LYB |
| 0.49% | 0.74% | $93.1万 | 1.8万股 | $142.5万 | 1.8万股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 0.46% | 0.52% | $85.9万 | 3.5万股 | $100.5万 | 3.5万股 | 00.00% | 持仓不变 |
 WESTERN ALLIANCE BANCORPWAL |
| 0.32% | 0.27% | $60.9万 | 7,405股 | $52.5万 | 7,405股 | 00.00% | 持仓不变 |
