 美光科技MU |
| 5.47% | 1.83% | $7,439.8万 | 6.4万股 | $2,206.2万 | 6.5万股 | -851股-1.30% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 5.14% | 2.25% | $6,990.8万 | 16.2万股 | $2,716.9万 | 16.6万股 | -3,505股-2.12% | 减仓 |
 卡特彼勒CAT |
| 3.88% | 2.96% | $5,270.8万 | 4.9万股 | $3,578.8万 | 5.1万股 | -1,020股-2.02% | 减仓 |
| WWORLD GOLD TRGLDM1USD |
| 3.65% | 4.93% | $4,964.4万 | 62.5万股 | $5,949.5万 | 64.2万股 | -1.7万股-2.62% | 减仓 |
 博通AVGO |
| 3.61% | 3.36% | $4,914.6万 | 13.0万股 | $4,054.5万 | 13.1万股 | -895股-0.68% | 减仓 |
 谷歌AGOOGL |
| 3.43% | 3.16% | $4,666.2万 | 13.1万股 | $3,809.4万 | 13.2万股 | -1,902股-1.44% | 减仓 |
| SSPDR黄金信托GLD |
| 3.17% | 4.26% | $4,316.8万 | 11.7万股 | $5,140.2万 | 11.9万股 | -2,277股-1.91% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 3.12% | 1.72% | $4,238.9万 | 5.1万股 | $2,082.2万 | 5.1万股 | -624股-1.22% | 减仓 |
 英伟达NVDA |
| 2.82% | 2.79% | $3,838.4万 | 19.2万股 | $3,363.6万 | 19.3万股 | -1,033股-0.54% | 减仓 |
 亚马逊AMZN |
| 2.63% | 2.6% | $3,576.8万 | 15.0万股 | $3,140.5万 | 15.1万股 | -720股-0.48% | 减仓 |
 VertivVRT |
| 2.45% | 2.08% | $3,337.7万 | 10.0万股 | $2,505.7万 | 10.0万股 | -311股-0.31% | 减仓 |
| IiShares白银信托SLV |
| 2.28% | 3.36% | $3,105.3万 | 58.1万股 | $4,053.3万 | 59.5万股 | -1.4万股-2.37% | 减仓 |
 VisaV |
| 2.14% | 2.12% | $2,912.4万 | 8.5万股 | $2,562.3万 | 8.5万股 | +108股+0.13% | 加仓 |
 康明斯CMI |
| 2.06% | 1.76% | $2,797.3万 | 3.9万股 | $2,129.8万 | 4.0万股 | -364股-0.92% | 减仓 |
 苹果AAPL |
| 1.9% | 1.87% | $2,581.7万 | 8.9万股 | $2,252.9万 | 8.9万股 | +451股+0.51% | 加仓 |
 沃尔玛WMT |
| 1.83% | 2.26% | $2,494.9万 | 22.0万股 | $2,723.5万 | 21.9万股 | +1,135股+0.52% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 1.77% | 2.08% | $2,408.5万 | 75.3万股 | $2,510.0万 | 74.9万股 | +4,768股+0.64% | 加仓 |
 埃克森美孚XOM |
| 1.76% | 2.5% | $2,390.2万 | 17.5万股 | $3,018.8万 | 17.8万股 | -3,108股-1.75% | 减仓 |
 威廉姆斯WMB |
| 1.72% | 1.89% | $2,339.1万 | 31.5万股 | $2,279.0万 | 31.3万股 | +1,509股+0.48% | 加仓 |
 安费诺APH |
| 1.72% | 1.35% | $2,333.8万 | 13.2万股 | $1,634.8万 | 12.9万股 | +2,979股+2.30% | 加仓 |
 礼来LLY |
| 1.71% | 1.48% | $2,322.5万 | 1.9万股 | $1,784.2万 | 1.9万股 | -35股-0.18% | 减仓 |
 摩根大通JPM |
| 1.7% | 1.72% | $2,317.1万 | 7.1万股 | $2,081.9万 | 7.1万股 | +12股+0.02% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 1.65% | 1.56% | $2,241.2万 | 9.1万股 | $1,879.5万 | 9.0万股 | +704股+0.78% | 加仓 |
 南方电力SO |
| 1.61% | 1.82% | $2,186.5万 | 22.8万股 | $2,200.0万 | 22.8万股 | +518股+0.23% | 加仓 |
 ALTRIAMO |
| 1.6% | 1.64% | $2,175.3万 | 30.2万股 | $1,974.4万 | 29.9万股 | +3,132股+1.05% | 加仓 |
 VALERO ENERGY COMVLO |
| 1.57% | 1.67% | $2,136.2万 | 8.2万股 | $2,012.8万 | 8.1万股 | +558股+0.68% | 加仓 |
| IIBMIBM |
| 1.56% | 1.48% | $2,125.3万 | 7.6万股 | $1,792.4万 | 7.4万股 | +1,631股+2.21% | 加仓 |
 L3哈里斯LHX |
| 1.49% | 1.99% | $2,030.1万 | 7.0万股 | $2,402.8万 | 7.0万股 | +244股+0.35% | 加仓 |
 强生JNJ |
| 1.44% | 1.54% | $1,955.6万 | 7.7万股 | $1,863.0万 | 7.6万股 | +786股+1.03% | 加仓 |
 德州仪器TXN |
| 1.4% | 1.03% | $1,905.4万 | 6.4万股 | $1,241.2万 | 6.4万股 | -11股-0.02% | 减仓 |
 KROGER COMKR |
| 1.4% | 2.01% | $1,898.1万 | 34.2万股 | $2,432.0万 | 33.6万股 | +5,710股+1.70% | 加仓 |
 Phillips 66PSX |
| 1.37% | 1.65% | $1,856.6万 | 11.0万股 | $1,991.1万 | 10.8万股 | +1,630股+1.51% | 加仓 |
 雪佛龙CVX |
| 1.33% | 1.83% | $1,809.8万 | 10.9万股 | $2,212.3万 | 10.7万股 | +2,259股+2.11% | 加仓 |
 Meta平台META |
| 1.32% | 1.49% | $1,794.3万 | 3.2万股 | $1,796.7万 | 3.1万股 | +451股+1.44% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.31% | 1.17% | $1,784.8万 | 4.5万股 | $1,407.7万 | 4.4万股 | +689股+1.56% | 加仓 |
 艾默生电气EMR |
| 1.3% | 1.33% | $1,769.8万 | 12.4万股 | $1,610.5万 | 12.3万股 | +710股+0.58% | 加仓 |
| AAT&TT |
| 1.29% | 2.02% | $1,749.5万 | 84.5万股 | $2,441.7万 | 84.2万股 | +2,893股+0.34% | 加仓 |
 微软MSFT |
| 1.24% | 1.37% | $1,690.5万 | 4.5万股 | $1,659.9万 | 4.5万股 | +479股+1.07% | 加仓 |
 甲骨文ORCL |
| 1.22% | 1.39% | $1,662.6万 | 11.3万股 | $1,673.1万 | 11.4万股 | -282股-0.25% | 减仓 |
 威瑞森VZ |
| 1.07% | 1.4% | $1,459.0万 | 34.5万股 | $1,689.6万 | 33.7万股 | +8,023股+2.38% | 加仓 |
 宝洁PG |
| 1.07% | 1.27% | $1,449.3万 | 9.9万股 | $1,537.2万 | 10.6万股 | -7,588股-7.13% | 减仓 |
 好市多COST |
| 0.96% | 1.14% | $1,312.0万 | 1.4万股 | $1,381.7万 | 1.4万股 | +158股+1.14% | 加仓 |
 可口可乐KO |
| 0.93% | 1.04% | $1,269.8万 | 15.6万股 | $1,252.3万 | 16.5万股 | -8,424股-5.12% | 减仓 |
 麦当劳MCD |
| 0.91% | 1.18% | $1,244.1万 | 4.6万股 | $1,420.1万 | 4.6万股 | +332股+0.73% | 加仓 |
 通用动力GD |
| 0.91% | 1.02% | $1,241.5万 | 3.5万股 | $1,232.7万 | 3.6万股 | -871股-2.43% | 减仓 |
 LOWES COS COMLOW |
| 0.9% | 1.2% | $1,223.4万 | 5.5万股 | $1,448.9万 | 6.1万股 | -5,838股-9.52% | 减仓 |
| N新纪元能源NEE |
| 0.71% | 0.83% | $965.3万 | 11.0万股 | $1,007.1万 | 10.8万股 | +1,551股+1.43% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.7% | 0.76% | $946.4万 | 3.0万股 | $919.0万 | 3.2万股 | -1,940股-6.06% | 减仓 |
 艾伯维ABBV |
| 0.66% | 0.62% | $901.1万 | 3.6万股 | $751.9万 | 3.5万股 | +1,237股+3.58% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.6% | 0.89% | $816.8万 | 1.6万股 | $1,070.1万 | 1.6万股 | +352股+2.24% | 加仓 |
