 应用材料AMAT |
| 7.24% | 4.02% | $1.06亿 | 14.7万股 | $5,110.9万 | 15.0万股 | -2,813股-1.88% | 减仓 |
 苹果AAPL |
| 6.74% | 6.82% | $9,874.0万 | 34.1万股 | $8,663.1万 | 34.1万股 | -114股-0.03% | 减仓 |
 UNITED RENTALSURI |
| 5.37% | 4.02% | $7,865.8万 | 6.9万股 | $5,108.3万 | 7.0万股 | -684股-0.98% | 减仓 |
 微软MSFT |
| 5.34% | 6.09% | $7,823.8万 | 21.0万股 | $7,741.5万 | 20.9万股 | +608股+0.29% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 5.13% | 5.7% | $7,522.2万 | 15.0万股 | $7,241.8万 | 15.1万股 | -797股-0.53% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.87% | 4.61% | $7,136.1万 | 20.2万股 | $5,860.5万 | 20.4万股 | -2,332股-1.14% | 减仓 |
 博通AVGO |
| 4.28% | 4.05% | $6,274.5万 | 16.6万股 | $5,146.4万 | 16.6万股 | -175股-0.11% | 减仓 |
 谷歌AGOOGL |
| 3.77% | 3.49% | $5,533.5万 | 15.5万股 | $4,438.8万 | 15.4万股 | +478股+0.31% | 加仓 |
 LOWES COS COMLOW |
| 2.99% | 3.7% | $4,386.2万 | 19.9万股 | $4,697.0万 | 19.9万股 | +141股+0.07% | 加仓 |
 亚马逊AMZN |
| 2.95% | 2.99% | $4,324.8万 | 18.1万股 | $3,802.1万 | 18.3万股 | -1,101股-0.60% | 减仓 |
 WILLIAMS SONOMAWSM |
| 2.71% | 2.46% | $3,975.9万 | 17.1万股 | $3,131.4万 | 17.2万股 | -1,177股-0.69% | 减仓 |
 英伟达NVDA |
| 2.44% | 2.41% | $3,576.9万 | 17.9万股 | $3,062.7万 | 17.6万股 | +3,154股+1.80% | 加仓 |
 台积电TSM |
| 2.26% | 1.86% | $3,316.8万 | 6.9万股 | $2,358.1万 | 7.0万股 | -326股-0.47% | 减仓 |
 福泰制药VRTX |
| 1.86% | 1.95% | $2,733.1万 | 5.5万股 | $2,474.5万 | 5.5万股 | -395股-0.71% | 减仓 |
 江森自控JCI |
| 1.83% | 1.9% | $2,686.0万 | 18.4万股 | $2,416.3万 | 18.5万股 | -682股-0.37% | 减仓 |
 VisaV |
| 1.45% | 1.47% | $2,120.3万 | 6.2万股 | $1,864.8万 | 6.2万股 | +101股+0.16% | 加仓 |
| C花旗集团C |
| 1.41% | 1.31% | $2,068.0万 | 14.8万股 | $1,664.8万 | 14.7万股 | +966股+0.66% | 加仓 |
 通用动力GD |
| 1.39% | 1.56% | $2,044.5万 | 5.8万股 | $1,986.1万 | 5.8万股 | -153股-0.26% | 减仓 |
 黑石集团BX |
| 1.28% | 1.42% | $1,874.4万 | 15.9万股 | $1,800.9万 | 15.7万股 | +2,680股+1.71% | 加仓 |
 贝莱德·INC COMBLK |
| 1.22% | 1.4% | $1,790.5万 | 1.9万股 | $1,781.2万 | 1.9万股 | +100股+0.54% | 加仓 |
 嘉信理财SCHW |
| 1.22% | 1.4% | $1,788.4万 | 19.4万股 | $1,780.8万 | 18.9万股 | +4,335股+2.29% | 加仓 |
 LENNARLEN |
| 1.22% | 1.39% | $1,788.3万 | 19.8万股 | $1,760.5万 | 20.3万股 | -5,107股-2.52% | 减仓 |
 美国电力AEP |
| 1.15% | 1.27% | $1,687.5万 | 12.3万股 | $1,616.9万 | 12.3万股 | -1股-0.00% | 减仓 |
 迪尔DE |
| 1.14% | 1.17% | $1,675.0万 | 2.6万股 | $1,485.4万 | 2.6万股 | +37股+0.14% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 1.05% | 1.02% | $1,545.0万 | 6.9万股 | $1,297.8万 | 7.0万股 | -493股-0.71% | 减仓 |
 VertivVRT |
| 1.05% | 0.91% | $1,540.5万 | 4.6万股 | $1,156.4万 | 4.6万股 | -138股-0.30% | 减仓 |
| IiShares安硕信托ICSH |
| 0.98% | 1.11% | $1,440.3万 | 28.5万股 | $1,416.1万 | 28.0万股 | +5,008股+1.79% | 加仓 |
 EntergyETR |
| 0.92% | 1.05% | $1,347.6万 | 11.7万股 | $1,332.0万 | 11.9万股 | -1,218股-1.03% | 减仓 |
 REALTY INCOME COMO |
| 0.91% | 1.02% | $1,338.1万 | 21.6万股 | $1,291.2万 | 21.1万股 | +4,924股+2.33% | 加仓 |
 ARES CAPITALARCC |
| 0.91% | 1.02% | $1,334.6万 | 72.0万股 | $1,290.2万 | 71.6万股 | +4,266股+0.60% | 加仓 |
 礼来LLY |
| 0.9% | 0.07% | $1,323.3万 | 1.1万股 | $93.2万 | 1,013股 | +1.0万股+989.04% | 加仓 |
 壳牌SHEL |
| 0.84% | 1.15% | $1,235.2万 | 15.9万股 | $1,457.2万 | 15.7万股 | +2,609股+1.67% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.72% | 0.88% | $1,061.3万 | 28.9万股 | $1,114.5万 | 29.5万股 | -5,805股-1.97% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.68% | 0.76% | $1,002.4万 | 17.7万股 | $968.8万 | 17.1万股 | +6,552股+3.83% | 加仓 |
 威瑞森VZ |
| 0.63% | 0.87% | $929.6万 | 22.0万股 | $1,102.7万 | 22.0万股 | -102股-0.05% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 0.63% | 0.62% | $922.0万 | 2.9万股 | $783.5万 | 2.9万股 | +40股+0.14% | 加仓 |
| T赛默飞世尔TMO |
| 0.61% | 0.7% | $887.0万 | 1.8万股 | $888.9万 | 1.8万股 | -393股-2.17% | 减仓 |
| N新纪元能源NEE |
| 0.6% | 0.75% | $881.0万 | 10.0万股 | $950.6万 | 10.2万股 | -1,967股-1.92% | 减仓 |
 诺华NVS |
| 0.56% | 1.31% | $827.9万 | 5.3万股 | $1,658.6万 | 10.9万股 | -5.6万股-51.35% | 减仓 |
 EVERGY COMEVRG |
| 0.56% | 0.61% | $818.3万 | 9.5万股 | $769.4万 | 9.4万股 | +760股+0.81% | 加仓 |
 CENTERPOINT ENERGY COMCNP |
| 0.5% | 0.57% | $736.8万 | 16.7万股 | $725.7万 | 16.8万股 | -839股-0.50% | 减仓 |
 CLEARWAY ENERGYCWEN |
| 0.49% | — | $724.6万 | 21.2万股 | $0 | 0股 | +21.2万股 | 新买入 |
 南方电力SO |
| 0.49% | 0.58% | $719.8万 | 7.5万股 | $732.3万 | 7.6万股 | -672股-0.89% | 减仓 |
 CROWN CASTLE COMCCI |
| 0.49% | 0.61% | $716.8万 | 9.5万股 | $779.0万 | 9.6万股 | -1,149股-1.20% | 减仓 |
 辉瑞PFE |
| 0.48% | 0.62% | $703.8万 | 29.2万股 | $794.2万 | 28.3万股 | +9,425股+3.33% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.47% | 0.55% | $696.3万 | 3.9万股 | $700.6万 | 3.9万股 | -104股-0.27% | 减仓 |
| AAT&TT |
| 0.46% | 0.74% | $679.6万 | 32.8万股 | $940.6万 | 32.4万股 | +3,873股+1.19% | 加仓 |
 PALO ALTOPANW |
| 0.44% | 0.22% | $647.7万 | 1.9万股 | $284.7万 | 1.8万股 | +1,234股+6.95% | 加仓 |
 EVERSOURCE ENERGYES |
| 0.43% | 0.45% | $623.2万 | 8.6万股 | $571.6万 | 8.3万股 | +3,717股+4.50% | 加仓 |
 美国合众银行USB |
| 0.4% | 0.37% | $593.2万 | 9.8万股 | $467.3万 | 9.0万股 | +8,358股+9.30% | 加仓 |
