 高盛GS |
| 8.33% | 7.46% | $2.47亿 | 24.4万股 | $2.29亿 | 27.1万股 | -2.7万股-10.00% | 减仓 |
 摩根士丹利MS |
| 7.79% | 6.57% | $2.31亿 | 110.4万股 | $2.02亿 | 122.8万股 | -12.4万股-10.12% | 减仓 |
 强生JNJ |
| 7.27% | 7.44% | $2.15亿 | 84.8万股 | $2.29亿 | 93.6万股 | -8.8万股-9.41% | 减仓 |
 联合健康UNH |
| 6.22% | 4.31% | $1.84亿 | 44.4万股 | $1.33亿 | 49.0万股 | -4.6万股-9.43% | 减仓 |
 Elevance健康ELV |
| 6.03% | 4.85% | $1.79亿 | 46.2万股 | $1.49亿 | 51.0万股 | -4.8万股-9.45% | 减仓 |
| CCIGNALIBD |
| 5.82% | 6.06% | $1.73亿 | 62.6万股 | $1.86亿 | 69.8万股 | -7.2万股-10.36% | 减仓 |
 微软MSFT |
| 5.46% | 5.77% | $1.62亿 | 43.4万股 | $1.77亿 | 47.9万股 | -4.6万股-9.53% | 减仓 |
 迪士尼DIS |
| 5.41% | 5.77% | $1.60亿 | 166.5万股 | $1.78亿 | 184.2万股 | -17.8万股-9.64% | 减仓 |
 美国运通AXP |
| 5.2% | 4.94% | $1.54亿 | 45.6万股 | $1.52亿 | 50.2万股 | -4.7万股-9.31% | 减仓 |
 联邦快递FDX |
| 4.49% | 5.43% | $1.33亿 | 42.5万股 | $1.67亿 | 46.9万股 | -4.4万股-9.36% | 减仓 |
 百事可乐PEP |
| 4.45% | 5.42% | $1.32亿 | 97.3万股 | $1.67亿 | 107.3万股 | -10.0万股-9.33% | 减仓 |
 TJXTJX |
| 4.22% | 4.74% | $1.25亿 | 82.5万股 | $1.46亿 | 91.3万股 | -8.8万股-9.62% | 减仓 |
 麦当劳MCD |
| 3.36% | 4.12% | $9,942.0万 | 36.8万股 | $1.27亿 | 40.7万股 | -4.0万股-9.70% | 减仓 |
 GLOBAL PMTS COMGPN |
| 3.19% | 3.14% | $9,438.6万 | 130.1万股 | $9,656.9万 | 143.5万股 | -13.4万股-9.35% | 减仓 |
 LOWES COS COMLOW |
| 2.91% | 3.34% | $8,620.1万 | 39.1万股 | $1.03亿 | 43.4万股 | -4.3万股-9.99% | 减仓 |
 L3哈里斯LHX |
| 2.79% | 3.53% | $8,257.1万 | 28.4万股 | $1.08亿 | 31.4万股 | -3.0万股-9.58% | 减仓 |
 甲骨文ORCL |
| 2.76% | 2.95% | $8,173.8万 | 55.8万股 | $9,078.9万 | 61.7万股 | -5.9万股-9.62% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 2.76% | 3.94% | $8,164.2万 | 16.0万股 | $1.21亿 | 17.7万股 | -1.7万股-9.64% | 减仓 |
 洛克希德马丁LMT |
| 2.54% | 3.2% | $7,534.9万 | 14.8万股 | $9,851.6万 | 16.3万股 | -1.5万股-9.26% | 减仓 |
 CENTENE DEL COMCNC |
| 2.42% | 1.31% | $7,174.8万 | 111.8万股 | $4,037.3万 | 123.3万股 | -11.5万股-9.36% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 2.27% | — | $6,738.5万 | 40.4万股 | $0 | 0股 | +40.4万股 | 新买入 |
 家得宝HD |
| 2.24% | 2.22% | $6,648.0万 | 18.9万股 | $6,824.5万 | 20.8万股 | -1.9万股-9.16% | 减仓 |
 埃森哲ACN |
| 2.07% | — | $6,127.4万 | 49.2万股 | $0 | 0股 | +49.2万股 | 新买入 |
