 博通AVGO |
| 4.55% | — | $9.86亿 | 260.9万股 | $0 | 0股 | +260.9万股 | 新买入 |
 礼来LLY |
| 3.63% | 5.14% | $7.87亿 | 65.6万股 | $6.13亿 | 66.6万股 | -1.0万股-1.50% | 减仓 |
 微软MSFT |
| 3.12% | 5.81% | $6.76亿 | 181.2万股 | $6.93亿 | 187.1万股 | -5.9万股-3.16% | 减仓 |
 台积电TSM |
| 3.1% | 3.84% | $6.71亿 | 140.6万股 | $4.58亿 | 135.6万股 | +5.0万股+3.70% | 加仓 |
 艾伯维ABBV |
| 3.01% | — | $6.52亿 | 259.3万股 | $0 | 0股 | +259.3万股 | 新买入 |
 摩根大通JPM |
| 2.88% | — | $6.25亿 | 191.0万股 | $0 | 0股 | +191.0万股 | 新买入 |
 威廉姆斯WMB |
| 2.32% | 4.19% | $5.03亿 | 677.2万股 | $4.99亿 | 686.0万股 | -8.8万股-1.29% | 减仓 |
 强生JNJ |
| 2.31% | 5.58% | $5.01亿 | 197.1万股 | $6.65亿 | 272.1万股 | -75.0万股-27.57% | 减仓 |
 宝洁PG |
| 2.19% | 4.01% | $4.76亿 | 324.5万股 | $4.78亿 | 330.8万股 | -6.3万股-1.90% | 减仓 |
 联合健康UNH |
| 2.19% | — | $4.75亿 | 114.3万股 | $0 | 0股 | +114.3万股 | 新买入 |
| PPNC FINL SVCS COMVXF |
| 2.11% | 2.74% | $4.57亿 | 185.5万股 | $3.27亿 | 157.3万股 | +28.2万股+17.93% | 加仓 |
| N新纪元能源NEE |
| 1.93% | — | $4.18亿 | 476.1万股 | $0 | 0股 | +476.1万股 | 新买入 |
 家得宝HD |
| 1.88% | 3.18% | $4.07亿 | 115.4万股 | $3.79亿 | 115.2万股 | +1,617股+0.14% | 加仓 |
 思科CSCO |
| 1.87% | — | $4.05亿 | 344.8万股 | $0 | 0股 | +344.8万股 | 新买入 |
 Targa资源TRGP |
| 1.73% | — | $3.75亿 | 140.0万股 | $0 | 0股 | +140.0万股 | 新买入 |
 雪佛龙CVX |
| 1.6% | 3.68% | $3.48亿 | 209.7万股 | $4.39亿 | 212.4万股 | -2.6万股-1.24% | 减仓 |
 伊顿ETN |
| 1.4% | — | $3.03亿 | 71.0万股 | $0 | 0股 | +71.0万股 | 新买入 |
 TRAVELERS COSTRV |
| 1.4% | — | $3.03亿 | 91.7万股 | $0 | 0股 | +91.7万股 | 新买入 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.4% | — | $3.03亿 | 255.8万股 | $0 | 0股 | +255.8万股 | 新买入 |
 SEMPRA COMSRE |
| 1.3% | 2.77% | $2.82亿 | 303.9万股 | $3.30亿 | 339.5万股 | -35.7万股-10.50% | 减仓 |
 德州仪器TXN |
| 1.19% | 1.68% | $2.59亿 | 86.8万股 | $2.00亿 | 103.1万股 | -16.3万股-15.79% | 减仓 |
| VVictory·CAP HLDGS INC DELVCTR |
| 1.18% | — | $2.56亿 | 304.4万股 | $0 | 0股 | +304.4万股 | 新买入 |
 哈特福德·INSURANCEHIG |
| 1.09% | 2.77% | $2.36亿 | 178.4万股 | $3.31亿 | 244.5万股 | -66.1万股-27.03% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 1.08% | 2.01% | $2.35亿 | 406.0万股 | $2.40亿 | 416.5万股 | -10.4万股-2.51% | 减仓 |
 TJXTJX |
| 1.05% | 1.77% | $2.28亿 | 150.8万股 | $2.11亿 | 131.9万股 | +18.9万股+14.35% | 加仓 |
 CINCINNATI FINL COMCINF |
| 1.04% | 1.61% | $2.25亿 | 121.7万股 | $1.92亿 | 121.7万股 | -333股-0.03% | 减仓 |
 达登饭店DRI |
| 0.96% | 1.66% | $2.08亿 | 100.8万股 | $1.98亿 | 101.0万股 | -2,371股-0.23% | 减仓 |
 哈勃HUBB |
| 0.95% | 1.06% | $2.07亿 | 39.5万股 | $1.26亿 | 25.7万股 | +13.8万股+53.88% | 加仓 |
 西部数据WDC |
| 0.95% | 0.74% | $2.05亿 | 32.1万股 | $8,800.0万 | 32.5万股 | -4,169股-1.28% | 减仓 |
 通用动力GD |
| 0.95% | 1.69% | $2.05亿 | 57.8万股 | $2.02亿 | 58.7万股 | -8,908股-1.52% | 减仓 |
 实耐宝SNA |
| 0.91% | 1.36% | $1.98亿 | 49.2万股 | $1.62亿 | 44.7万股 | +4.5万股+10.08% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.82% | — | $1.77亿 | 87.9万股 | $0 | 0股 | +87.9万股 | 新买入 |
 谷歌AGOOGL |
| 0.81% | — | $1.76亿 | 49.3万股 | $0 | 0股 | +49.3万股 | 新买入 |
 康明斯CMI |
| 0.76% | 0.45% | $1.65亿 | 23.1万股 | $5,385.5万 | 10.0万股 | +13.1万股+130.49% | 加仓 |
 苹果AAPL |
| 0.74% | 1.38% | $1.61亿 | 55.8万股 | $1.64亿 | 64.7万股 | -8.9万股-13.79% | 减仓 |
 康宁GLW |
| 0.74% | 0.96% | $1.61亿 | 63.0万股 | $1.14亿 | 83.9万股 | -20.9万股-24.88% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.74% | 0.7% | $1.61亿 | 40.5万股 | $8,339.1万 | 26.2万股 | +14.3万股+54.49% | 加仓 |
 ADPADP |
| 0.73% | 1.36% | $1.58亿 | 70.5万股 | $1.62亿 | 79.7万股 | -9.1万股-11.48% | 减仓 |
| RREINSURANCE AMERRGA |
| 0.72% | 1.1% | $1.57亿 | 73.8万股 | $1.31亿 | 64.0万股 | +9.8万股+15.30% | 加仓 |
| GGARMIN SHSGRMN |
| 0.72% | — | $1.56亿 | 65.5万股 | $0 | 0股 | +65.5万股 | 新买入 |
 科磊KLAC |
| 0.71% | 0.64% | $1.53亿 | 50.7万股 | $7,662.9万 | 5.2万股 | +45.5万股+874.74% | 加仓 |
 雷神技术RTX |
| 0.7% | — | $1.52亿 | 80.3万股 | $0 | 0股 | +80.3万股 | 新买入 |
 美国合众银行USB |
| 0.7% | 1.1% | $1.52亿 | 251.3万股 | $1.31亿 | 252.1万股 | -7,781股-0.31% | 减仓 |
| WWEC ENERGY COMIDU |
| 0.7% | — | $1.51亿 | 129.7万股 | $0 | 0股 | +129.7万股 | 新买入 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.7% | — | $1.51亿 | 45.3万股 | $0 | 0股 | +45.3万股 | 新买入 |
 ILLINOIS TOOLITW |
| 0.7% | 1.32% | $1.51亿 | 55.8万股 | $1.57亿 | 60.3万股 | -4.5万股-7.50% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.7% | 1.46% | $1.51亿 | 36.3万股 | $1.75亿 | 40.2万股 | -3.9万股-9.73% | 减仓 |
 PPL COMPPL |
| 0.69% | — | $1.50亿 | 413.0万股 | $0 | 0股 | +413.0万股 | 新买入 |
| FFASTENAL COMFAST |
| 0.68% | 1.22% | $1.49亿 | 309.2万股 | $1.45亿 | 313.0万股 | -3.8万股-1.20% | 减仓 |
 CINTAS COMCTAS |
| 0.66% | 1.05% | $1.44亿 | 84.7万股 | $1.25亿 | 73.9万股 | +10.7万股+14.51% | 加仓 |
