 苹果AAPL |
| 6.53% | 6.15% | $15.96亿 | 551.5万股 | $14.23亿 | 560.7万股 | -9.2万股-1.64% | 减仓 |
 英伟达NVDA |
| 5.34% | 5.06% | $13.04亿 | 651.7万股 | $11.71亿 | 671.4万股 | -19.7万股-2.93% | 减仓 |
| DDISTRIBUTION SOLUTIONS GRP INC COMDSGR |
| 5.21% | 4.63% | $12.73亿 | 3,635.8万股 | $10.73亿 | 3,635.8万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.32% | 4.65% | $10.55亿 | 282.9万股 | $10.76亿 | 290.7万股 | -7.8万股-2.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.4% | 2.97% | $8.30亿 | 234.8万股 | $6.86亿 | 239.3万股 | -4.5万股-1.89% | 减仓 |
 谷歌AGOOGL |
| 3.37% | 2.99% | $8.23亿 | 230.4万股 | $6.93亿 | 240.9万股 | -10.5万股-4.37% | 减仓 |
 亚马逊AMZN |
| 3.26% | 3.01% | $7.96亿 | 334.2万股 | $6.97亿 | 334.8万股 | -6,641股-0.20% | 减仓 |
 博通AVGO |
| 2.47% | 1.99% | $6.02亿 | 159.5万股 | $4.61亿 | 148.9万股 | +10.6万股+7.11% | 加仓 |
 摩根大通JPM |
| 2.25% | 2.2% | $5.49亿 | 167.8万股 | $5.09亿 | 173.0万股 | -5.2万股-3.00% | 减仓 |
 家得宝HD |
| 1.67% | 1.73% | $4.07亿 | 115.4万股 | $4.02亿 | 122.1万股 | -6.7万股-5.47% | 减仓 |
| BBANK OF AMERBAC |
| 1.66% | 1.55% | $4.06亿 | 713.2万股 | $3.58亿 | 734.0万股 | -20.8万股-2.83% | 减仓 |
 马丁玛丽埃塔MLM |
| 1.54% | 1.7% | $3.77亿 | 65.3万股 | $3.92亿 | 66.7万股 | -1.4万股-2.03% | 减仓 |
| T赛默飞世尔TMO |
| 1.39% | 1.51% | $3.40亿 | 67.7万股 | $3.49亿 | 70.9万股 | -3.2万股-4.54% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 1.38% | 1.38% | $3.36亿 | 50.4万股 | $3.19亿 | 52.7万股 | -2.3万股-4.35% | 减仓 |
 VisaV |
| 1.28% | 1.18% | $3.13亿 | 91.3万股 | $2.73亿 | 90.5万股 | +7,868股+0.87% | 加仓 |
 PALO ALTOPANW |
| 1.24% | 0.58% | $3.03亿 | 88.7万股 | $1.35亿 | 83.9万股 | +4.8万股+5.71% | 加仓 |
 可口可乐KO |
| 1.22% | 1.24% | $2.98亿 | 366.8万股 | $2.88亿 | 378.2万股 | -11.4万股-3.02% | 减仓 |
 CINTAS COMCTAS |
| 1.17% | 1.25% | $2.85亿 | 167.5万股 | $2.90亿 | 171.4万股 | -3.9万股-2.28% | 减仓 |
 艾默生电气EMR |
| 1.14% | 1.13% | $2.80亿 | 195.3万股 | $2.61亿 | 199.4万股 | -4.1万股-2.04% | 减仓 |
 林德LIN |
| 1.09% | 1.06% | $2.67亿 | 51.5万股 | $2.45亿 | 49.4万股 | +2.1万股+4.25% | 加仓 |
 礼来LLY |
| 1.02% | 0.79% | $2.50亿 | 20.8万股 | $1.83亿 | 19.9万股 | +9,640股+4.85% | 加仓 |
 艺康ECL |
| 1% | 1.05% | $2.44亿 | 87.6万股 | $2.43亿 | 91.5万股 | -3.9万股-4.23% | 减仓 |
 美国运通AXP |
| 0.91% | 0.79% | $2.23亿 | 66.0万股 | $1.83亿 | 60.5万股 | +5.5万股+9.12% | 加仓 |
 联合太平洋铁路UNP |
| 0.89% | 0.84% | $2.18亿 | 80.0万股 | $1.96亿 | 80.6万股 | -5,970股-0.74% | 减仓 |
 甲骨文ORCL |
| 0.88% | 1.45% | $2.16亿 | 147.4万股 | $3.36亿 | 228.4万股 | -81.0万股-35.48% | 减仓 |
 强生JNJ |
| 0.88% | 0.81% | $2.16亿 | 84.9万股 | $1.88亿 | 77.1万股 | +7.8万股+10.12% | 加仓 |
 康菲石油COP |
| 0.88% | 1.2% | $2.15亿 | 206.8万股 | $2.77亿 | 209.7万股 | -2.9万股-1.40% | 减仓 |
 埃克森美孚XOM |
| 0.87% | 1.17% | $2.13亿 | 155.5万股 | $2.71亿 | 159.9万股 | -4.5万股-2.80% | 减仓 |
 德文能源DVN |
| 0.85% | 0.12% | $2.07亿 | 501.9万股 | $2,881.5万 | 57.3万股 | +444.7万股+776.51% | 加仓 |
 DANAHER DEL COMDHR |
| 0.84% | 1.07% | $2.06亿 | 108.3万股 | $2.48亿 | 130.6万股 | -22.3万股-17.05% | 减仓 |
 KIRBYKEX |
| 0.81% | 0.9% | $1.98亿 | 145.8万股 | $2.07亿 | 156.1万股 | -10.3万股-6.59% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.8% | 0.88% | $1.96亿 | 212.3万股 | $2.04亿 | 220.6万股 | -8.2万股-3.74% | 减仓 |
| VVALMONT INDSVMI |
| 0.8% | 0.63% | $1.95亿 | 33.8万股 | $1.45亿 | 36.3万股 | -2.5万股-6.82% | 减仓 |
 艾伯维ABBV |
| 0.8% | 0.76% | $1.95亿 | 77.4万股 | $1.76亿 | 80.9万股 | -3.4万股-4.26% | 减仓 |
 CULLEN FROST BANKERSCFR |
| 0.79% | 0.79% | $1.93亿 | 124.6万股 | $1.82亿 | 132.6万股 | -8.0万股-6.02% | 减仓 |
 TRIMBLE COMTRMB |
| 0.76% | 1.14% | $1.85亿 | 361.5万股 | $2.63亿 | 403.4万股 | -41.9万股-10.40% | 减仓 |
 NETFLIXNFLX |
| 0.74% | 0.82% | $1.81亿 | 252.8万股 | $1.91亿 | 198.5万股 | +54.4万股+27.41% | 加仓 |
 AMGEN COMAMGN |
| 0.73% | 0.78% | $1.79亿 | 49.3万股 | $1.79亿 | 51.0万股 | -1.7万股-3.32% | 减仓 |
 雪佛龙CVX |
| 0.72% | 0.99% | $1.76亿 | 106.2万股 | $2.30亿 | 111.3万股 | -5.1万股-4.55% | 减仓 |
 WASTE CONNECTIONSWCN |
| 0.68% | 0.74% | $1.66亿 | 99.7万股 | $1.71亿 | 105.4万股 | -5.6万股-5.34% | 减仓 |
 宝洁PG |
| 0.65% | 0.72% | $1.58亿 | 107.7万股 | $1.67亿 | 115.6万股 | -7.9万股-6.81% | 减仓 |
 惠顿贵金属WPM |
| 0.64% | 0.84% | $1.57亿 | 140.1万股 | $1.94亿 | 148.4万股 | -8.3万股-5.59% | 减仓 |
 沃尔玛WMT |
| 0.62% | 0.74% | $1.50亿 | 132.9万股 | $1.72亿 | 138.3万股 | -5.4万股-3.89% | 减仓 |
 罗克韦尔自动化ROK |
| 0.61% | 0.47% | $1.49亿 | 30.1万股 | $1.09亿 | 30.4万股 | -3,580股-1.18% | 减仓 |
 默沙东MRK |
| 0.57% | 0.51% | $1.40亿 | 108.7万股 | $1.18亿 | 98.4万股 | +10.3万股+10.52% | 加仓 |
 GeneracGNRC |
| 0.56% | 0.4% | $1.38亿 | 47.1万股 | $9,155.5万 | 46.9万股 | +2,271股+0.48% | 加仓 |
 伊顿ETN |
| 0.55% | 0.44% | $1.35亿 | 31.8万股 | $1.03亿 | 28.7万股 | +3.1万股+10.71% | 加仓 |
 史赛克SYK |
| 0.55% | 0.66% | $1.35亿 | 43.0万股 | $1.52亿 | 46.3万股 | -3.3万股-7.14% | 减仓 |
 高盛GS |
| 0.54% | 0.46% | $1.31亿 | 13.0万股 | $1.07亿 | 12.6万股 | +3,502股+2.78% | 加仓 |
 TransDigmTDG |
| 0.51% | 0.54% | $1.26亿 | 9.4万股 | $1.26亿 | 10.8万股 | -1.4万股-13.06% | 减仓 |
