 苹果AAPL |
| 16.31% | 15.6% | $7,323.1万 | 25.3万股 | $6,422.9万 | 25.3万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 14.65% | 13.7% | $6,577.3万 | 17.4万股 | $5,641.4万 | 18.2万股 | -8,150股-4.47% | 减仓 |
 安桥ENB |
| 5.36% | 5.84% | $2,405.1万 | 44.4万股 | $2,402.0万 | 44.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.98% | 5.4% | $2,238.1万 | 6.0万股 | $2,221.0万 | 6.0万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 3.39% | 2.44% | $1,521.1万 | 13.0万股 | $1,004.8万 | 13.0万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 3.3% | 2.88% | $1,481.4万 | 3.7万股 | $1,186.7万 | 3.7万股 | 00.00% | 持仓不变 |
 OWENS CORNING NEW COMOC |
| 2.96% | 2.2% | $1,330.5万 | 8.4万股 | $905.8万 | 8.4万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 2.69% | 1.44% | $1,206.0万 | 2.8万股 | $594.6万 | 2.8万股 | 00.00% | 持仓不变 |
 VALERO ENERGY COMVLO |
| 2.56% | 2.65% | $1,149.4万 | 4.4万股 | $1,090.4万 | 4.4万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 2.53% | 2.39% | $1,137.4万 | 4.5万股 | $983.1万 | 4.5万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 2.51% | 2.56% | $1,128.6万 | 3.2万股 | $1,052.4万 | 3.2万股 | 00.00% | 持仓不变 |
| WWEC ENERGY COMIDU |
| 2.47% | 2.67% | $1,109.3万 | 9.5万股 | $1,099.8万 | 9.5万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 2.41% | 1.71% | $1,080.6万 | 2.6万股 | $703.5万 | 2.6万股 | 00.00% | 持仓不变 |
 ADPADP |
| 2.34% | 2.32% | $1,052.6万 | 4.7万股 | $954.9万 | 4.7万股 | 00.00% | 持仓不变 |
 MICROCHIP TECHNOLOGYMCHP |
| 2.34% | 1.8% | $1,048.8万 | 11.5万股 | $743.0万 | 11.5万股 | 00.00% | 持仓不变 |
 RPM INTLRPM |
| 1.98% | 1.93% | $889.2万 | 8.0万股 | $795.2万 | 8.0万股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.82% | 1.88% | $818.9万 | 3.6万股 | $772.6万 | 3.6万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.76% | 1.89% | $792.1万 | 1.6万股 | $776.6万 | 1.6万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 1.45% | 1.41% | $649.3万 | 4.0万股 | $582.4万 | 4.0万股 | 00.00% | 持仓不变 |
| PPROLOGIS COMPLD |
| 1.43% | 1.52% | $641.1万 | 4.7万股 | $625.5万 | 4.7万股 | 00.00% | 持仓不变 |
 MONDELEZ INTL CL AMDLZ |
| 1.35% | 1.47% | $605.6万 | 10.5万股 | $603.5万 | 10.5万股 | 00.00% | 持仓不变 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.33% | 1.51% | $597.1万 | 3.6万股 | $621.4万 | 3.6万股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 1.31% | 1.31% | $590.1万 | 3.3万股 | $539.3万 | 3.3万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 1.25% | 1.44% | $560.6万 | 3.7万股 | $590.9万 | 3.7万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 1.23% | 1.32% | $552.8万 | 3.8万股 | $544.5万 | 3.8万股 | 00.00% | 持仓不变 |
 实耐宝SNA |
| 1.21% | 1.19% | $543.2万 | 1.4万股 | $490.3万 | 1.4万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 1.16% | 0.68% | $519.0万 | 5.7万股 | $279.3万 | 2.7万股 | +3.0万股+110.29% | 加仓 |
 Ares管理ARES |
| 1.12% | 1.2% | $504.4万 | 4.5万股 | $494.4万 | 4.5万股 | 00.00% | 持仓不变 |
| SSOUTHSTATE BKSSB |
| 1.11% | 1.12% | $499.5万 | 5.0万股 | $462.6万 | 5.0万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 1.1% | 1.22% | $493.3万 | 2.6万股 | $501.5万 | 2.6万股 | 00.00% | 持仓不变 |
 AMERICAN TOWER COMAMT |
| 1.09% | 1.26% | $490.7万 | 3.0万股 | $517.7万 | 3.0万股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 1.06% | 0.99% | $474.1万 | 7.9万股 | $408.3万 | 7.9万股 | 00.00% | 持仓不变 |
 REGIONS FINANCIAL NEW COMRF |
| 1.03% | 0.97% | $462.2万 | 15.3万股 | $399.7万 | 15.3万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.98% | 1.13% | $438.9万 | 5.0万股 | $464.4万 | 5.0万股 | 00.00% | 持仓不变 |
 空气化工APD |
| 0.85% | 0.92% | $381.1万 | 1.3万股 | $377.6万 | 1.3万股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.69% | 1.2% | $311.1万 | 2.5万股 | $495.7万 | 2.5万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.69% | 0.87% | $310.9万 | 1.2万股 | $357.4万 | 1.2万股 | 00.00% | 持仓不变 |
| HHASBROHAS |
| 0.55% | 0.68% | $247.8万 | 3.0万股 | $280.8万 | 3.0万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.28% | 0.37% | $127.0万 | 3.0万股 | $150.6万 | 3.0万股 | 00.00% | 持仓不变 |
 AGREE RLTYADC |
| 0.28% | 0.3% | $125.0万 | 1.7万股 | $124.4万 | 1.7万股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 0.27% | 0.35% | $122.8万 | 5.0万股 | $143.6万 | 5.0万股 | 00.00% | 持仓不变 |
 PINNACLE WEST CAPPNW |
| 0.23% | 0.24% | $104.0万 | 9,720股 | $97.9万 | 9,720股 | 00.00% | 持仓不变 |
 WESTERN ALLIANCE BANCORPWAL |
| 0.22% | 0.2% | $97.8万 | 1.2万股 | $84.3万 | 1.2万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.21% | 0.26% | $94.8万 | 7,000股 | $108.7万 | 7,000股 | 00.00% | 持仓不变 |
 LYONDELLBASELL INDUSTRIES SHS - A -LYB |
| 0.14% | 0.24% | $64.9万 | 1.2万股 | $99.4万 | 1.2万股 | 00.00% | 持仓不变 |
