 博通AVGO |
| 7.33% | 8.32% | $2,056.0万 | 5.4万股 | $1,725.6万 | 5.6万股 | -1,325股-2.38% | 减仓 |
 QUANTA SVCSPWR |
| 6.4% | 6.94% | $1,796.5万 | 2.5万股 | $1,439.9万 | 2.6万股 | -1,277股-4.87% | 减仓 |
 谷歌AGOOGL |
| 6.03% | 6.64% | $1,690.8万 | 4.7万股 | $1,378.7万 | 4.8万股 | -633股-1.32% | 减仓 |
 卡特彼勒CAT |
| 5.34% | 4.92% | $1,498.7万 | 1.4万股 | $1,021.6万 | 1.4万股 | -346股-2.40% | 减仓 |
 安费诺APH |
| 4.7% | 4.56% | $1,317.6万 | 7.5万股 | $946.3万 | 7.5万股 | -164股-0.22% | 减仓 |
 CrowdStrikeCRWD |
| 4.67% | 3.22% | $1,310.2万 | 1.7万股 | $668.0万 | 1.7万股 | +58股+0.34% | 加仓 |
 苹果AAPL |
| 4.47% | 5.35% | $1,254.9万 | 4.3万股 | $1,109.4万 | 4.4万股 | -348股-0.80% | 减仓 |
 高盛GS |
| 3.46% | 3.89% | $970.5万 | 9,596股 | $808.0万 | 9,551股 | +45股+0.47% | 加仓 |
 伊顿ETN |
| 3.4% | 3.83% | $954.4万 | 2.2万股 | $795.3万 | 2.2万股 | +162股+0.73% | 加仓 |
 林德LIN |
| 3.22% | 4.15% | $904.7万 | 1.7万股 | $861.5万 | 1.7万股 | +56股+0.32% | 加仓 |
 美国运通AXP |
| 3.2% | 3.87% | $897.5万 | 2.7万股 | $803.1万 | 2.7万股 | -16股-0.06% | 减仓 |
 亚马逊AMZN |
| 3.17% | 3.74% | $890.0万 | 3.7万股 | $776.4万 | 3.7万股 | +63股+0.17% | 加仓 |
| IIBMIBM |
| 2.74% | 2.83% | $769.2万 | 2.7万股 | $587.5万 | 2.4万股 | +3,114股+12.85% | 加仓 |
 ARAMARKARMK |
| 2.49% | — | $699.7万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
 哈勃HUBB |
| 2.46% | 3.08% | $690.7万 | 1.3万股 | $638.6万 | 1.3万股 | +190股+1.46% | 加仓 |
| CCBRE CL ACBRE |
| 2.41% | 3.25% | $676.6万 | 5.0万股 | $675.0万 | 5.0万股 | +404股+0.81% | 加仓 |
 家得宝HD |
| 2.4% | 3% | $673.4万 | 1.9万股 | $622.0万 | 1.9万股 | +184股+0.97% | 加仓 |
 沃尔玛WMT |
| 2.36% | 3.49% | $662.4万 | 5.8万股 | $724.2万 | 5.8万股 | +209股+0.36% | 加仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 2.21% | 2.52% | $619.8万 | 6.1万股 | $523.4万 | 6.1万股 | +678股+1.12% | 加仓 |
| T赛默飞世尔TMO |
| 2.15% | 2.87% | $604.0万 | 1.2万股 | $594.5万 | 1.2万股 | -48股-0.40% | 减仓 |
 柯蒂斯怀特CW |
| 2.07% | — | $579.8万 | 7,652股 | $0 | 0股 | +7,652股 | 新买入 |
 FIRST HORIZONFHN |
| 2.04% | — | $573.0万 | 22.3万股 | $0 | 0股 | +22.3万股 | 新买入 |
 L3哈里斯LHX |
| 2% | 3.12% | $562.4万 | 1.9万股 | $646.8万 | 1.9万股 | +615股+3.28% | 加仓 |
 奎斯特诊断DGX |
| 1.95% | — | $547.0万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 雪佛龙CVX |
| 1.93% | 0.18% | $541.8万 | 3.3万股 | $37.6万 | 1,818股 | +3.1万股+1,698.02% | 加仓 |
 英伟达NVDA |
| 1.9% | 0.21% | $532.5万 | 2.7万股 | $43.7万 | 2,507股 | +2.4万股+961.51% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.9% | — | $532.0万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 康菲石油COP |
| 1.87% | 0.23% | $524.4万 | 5.0万股 | $48.1万 | 3,646股 | +4.7万股+1,283.46% | 加仓 |
| CCRHCRH |
| 1.84% | — | $517.4万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 史赛克SYK |
| 1.75% | 2.47% | $491.8万 | 1.6万股 | $512.7万 | 1.6万股 | +20股+0.13% | 加仓 |
 斯伦贝谢SLB |
| 1.74% | 0.17% | $487.5万 | 10.5万股 | $35.1万 | 6,826股 | +9.8万股+1,436.20% | 加仓 |
 宝洁PG |
| 0.56% | 0.75% | $156.1万 | 1.1万股 | $155.5万 | 1.1万股 | -123股-1.14% | 减仓 |
 埃克森美孚XOM |
| 0.51% | 0.88% | $143.3万 | 1.0万股 | $182.2万 | 1.1万股 | -261股-2.43% | 减仓 |
 微软MSFT |
| 0.39% | 0.45% | $109.4万 | 2,933股 | $93.7万 | 2,530股 | +403股+15.93% | 加仓 |
 思科CSCO |
| 0.29% | 0.27% | $80.8万 | 6,876股 | $55.7万 | 7,176股 | -300股-4.18% | 减仓 |
 Bloom EnergyBE |
| 0.28% | 0.17% | $78.3万 | 2,586股 | $35.0万 | 2,586股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 0.25% | 0.21% | $70.2万 | 1,780股 | $42.6万 | 1,790股 | -10股-0.56% | 减仓 |
 礼来LLY |
| 0.23% | 0.24% | $65.2万 | 544股 | $49.3万 | 536股 | +8股+1.49% | 加仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.19% | 0.32% | $53.7万 | 2.1万股 | $66.6万 | 4.5万股 | -2.4万股-52.81% | 减仓 |
 特斯拉TSLA |
| 0.17% | 0.2% | $48.2万 | 1,145股 | $41.4万 | 1,113股 | +32股+2.88% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.15% | 0.2% | $42.3万 | 845股 | $40.5万 | 845股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.12% | 0.16% | $34.8万 | 3,800股 | $32.4万 | 3,800股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.12% | 0.15% | $34.6万 | 2,557股 | $31.9万 | 2,055股 | +502股+24.43% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.12% | 0.17% | $34.4万 | 2,066股 | $35.8万 | 2,066股 | 00.00% | 持仓不变 |
 NATIONAL HEALTHCARENHC |
| 0.11% | 0.11% | $29.6万 | 1,400股 | $22.4万 | 1,400股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.1% | 0.13% | $29.0万 | 887股 | $26.1万 | 887股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.1% | 0.14% | $28.1万 | 300股 | $29.9万 | 300股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.1% | 0.13% | $26.8万 | 2,089股 | $27.8万 | 2,311股 | -222股-9.61% | 减仓 |
 REGIONS FINANCIAL NEW COMRF |
| 0.09% | 0.1% | $24.2万 | 8,000股 | $20.9万 | 8,000股 | 00.00% | 持仓不变 |
 穆迪MCO |
| 0.09% | 0.11% | $23.9万 | 528股 | $23.0万 | 528股 | 00.00% | 持仓不变 |
