 康宁GLW |
| 4.69% | 3.18% | $8.23亿 | 322.0万股 | $5.16亿 | 379.6万股 | -57.6万股-15.16% | 减仓 |
 苹果AAPL |
| 3.63% | 3.55% | $6.36亿 | 219.9万股 | $5.76亿 | 227.0万股 | -7.1万股-3.11% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.03% | 3.2% | $5.32亿 | 106.3万股 | $5.19亿 | 108.2万股 | -2.0万股-1.82% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 2.97% | 3.01% | $5.20亿 | 165.3万股 | $4.88亿 | 170.0万股 | -4.7万股-2.78% | 减仓 |
 道明尼能源D |
| 2.66% | 2.64% | $4.67亿 | 683.4万股 | $4.29亿 | 694.4万股 | -10.9万股-1.58% | 减仓 |
 德州仪器TXN |
| 2.63% | 2.09% | $4.62亿 | 154.9万股 | $3.39亿 | 174.6万股 | -19.7万股-11.30% | 减仓 |
| EENTEGRISENTG |
| 2.55% | 2.14% | $4.48亿 | 249.1万股 | $3.47亿 | 295.6万股 | -46.5万股-15.73% | 减仓 |
 强生JNJ |
| 2.24% | 2.42% | $3.94亿 | 155.0万股 | $3.92亿 | 160.4万股 | -5.5万股-3.40% | 减仓 |
| NNEWMARKETNEU |
| 2.2% | 1.82% | $3.87亿 | 48.8万股 | $2.96亿 | 46.1万股 | +2.7万股+5.96% | 加仓 |
 空气化工APD |
| 2.14% | 2.36% | $3.76亿 | 128.1万股 | $3.82亿 | 131.7万股 | -3.6万股-2.70% | 减仓 |
 贝莱德·INC COMBLK |
| 2.1% | 2.34% | $3.68亿 | 38.3万股 | $3.80亿 | 39.6万股 | -1.2万股-3.16% | 减仓 |
 思科CSCO |
| 2.07% | 1.52% | $3.62亿 | 308.4万股 | $2.46亿 | 317.7万股 | -9.2万股-2.91% | 减仓 |
 AERCAP SHSAER |
| 2.01% | 2.15% | $3.53亿 | 242.3万股 | $3.49亿 | 254.4万股 | -12.1万股-4.76% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.01% | 2.06% | $3.53亿 | 195.2万股 | $3.34亿 | 202.0万股 | -6.8万股-3.39% | 减仓 |
 康明斯CMI |
| 2% | 1.69% | $3.51亿 | 49.3万股 | $2.74亿 | 50.9万股 | -1.6万股-3.20% | 减仓 |
 PROGRESSIVEPGR |
| 1.93% | 1.95% | $3.38亿 | 154.9万股 | $3.16亿 | 159.4万股 | -4.5万股-2.85% | 减仓 |
 CINCINNATI FINL COMCINF |
| 1.92% | 1.83% | $3.36亿 | 181.7万股 | $2.97亿 | 188.7万股 | -7.0万股-3.73% | 减仓 |
 嘉信理财SCHW |
| 1.82% | 2.07% | $3.19亿 | 345.3万股 | $3.35亿 | 356.9万股 | -11.6万股-3.26% | 减仓 |
 REPUBLIC SVCSRSG |
| 1.82% | 0.49% | $3.19亿 | 149.5万股 | $7,904.1万 | 36.1万股 | +113.4万股+314.25% | 加仓 |
 雪佛龙CVX |
| 1.73% | 2.41% | $3.03亿 | 182.7万股 | $3.91亿 | 189.2万股 | -6.5万股-3.42% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 1.68% | 1.45% | $2.95亿 | 376.5万股 | $2.35亿 | 317.8万股 | +58.7万股+18.46% | 加仓 |
 Dollar TreeDLTR |
| 1.52% | 1.55% | $2.66亿 | 220.3万股 | $2.52亿 | 230.0万股 | -9.7万股-4.22% | 减仓 |
 LOWES COS COMLOW |
| 1.51% | 1.8% | $2.65亿 | 120.0万股 | $2.93亿 | 124.0万股 | -4.0万股-3.23% | 减仓 |
 ARMSTRONG WORLD INDS NEWAWI |
| 1.5% | 1.75% | $2.64亿 | 164.4万股 | $2.84亿 | 172.3万股 | -7.9万股-4.58% | 减仓 |
 CHUBB LIMITEDCB |
| 1.44% | 1.53% | $2.52亿 | 73.9万股 | $2.49亿 | 76.3万股 | -2.3万股-3.05% | 减仓 |
 ALTRIAMO |
| 1.42% | 1.46% | $2.49亿 | 346.4万股 | $2.37亿 | 359.2万股 | -12.8万股-3.57% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.37% | 1.32% | $2.41亿 | 68.2万股 | $2.14亿 | 74.7万股 | -6.6万股-8.76% | 减仓 |
 联合健康UNH |
| 1.35% | 0.87% | $2.37亿 | 56.9万股 | $1.42亿 | 52.4万股 | +4.5万股+8.58% | 加仓 |
 微软MSFT |
| 1.32% | 1.46% | $2.31亿 | 61.9万股 | $2.37亿 | 63.9万股 | -2.0万股-3.09% | 减仓 |
 星巴克SBUX |
| 1.28% | 1.25% | $2.24亿 | 219.2万股 | $2.03亿 | 226.8万股 | -7.6万股-3.33% | 减仓 |
 CHURCHILL DOWNSCHDN |
| 1.26% | 1.44% | $2.21亿 | 246.5万股 | $2.33亿 | 259.4万股 | -12.9万股-4.98% | 减仓 |
| FFASTENAL COMFAST |
| 1.24% | 1.34% | $2.18亿 | 453.9万股 | $2.18亿 | 469.4万股 | -15.5万股-3.30% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.24% | 1.45% | $2.18亿 | 62.2万股 | $2.35亿 | 83.3万股 | -21.1万股-25.34% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 1.22% | 1.92% | $2.14亿 | 106.0万股 | $3.11亿 | 149.0万股 | -43.0万股-28.87% | 减仓 |
 COOPER COSCOO |
| 1.18% | 0.99% | $2.08亿 | 289.8万股 | $1.60亿 | 223.7万股 | +66.1万股+29.54% | 加仓 |
 ALLISON TRANSMISSION IALSN |
| 1.17% | 1.37% | $2.06亿 | 182.5万股 | $2.23亿 | 190.5万股 | -8.1万股-4.24% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.15% | 1.16% | $2.03亿 | 93.5万股 | $1.88亿 | 96.5万股 | -3.0万股-3.07% | 减仓 |
 M&T银行MTB |
| 1.15% | 1.12% | $2.01亿 | 84.5万股 | $1.82亿 | 88.3万股 | -3.7万股-4.23% | 减仓 |
 UNIFIRST MASSUNF |
| 1.12% | 1.2% | $1.96亿 | 74.0万股 | $1.95亿 | 77.5万股 | -3.5万股-4.52% | 减仓 |
| MMOELIS &MC |
| 1.04% | 1.02% | $1.83亿 | 279.1万股 | $1.66亿 | 290.4万股 | -11.3万股-3.88% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 1% | 1.5% | $1.75亿 | 34.4万股 | $2.43亿 | 35.7万股 | -1.2万股-3.44% | 减仓 |
 ALLY FINLALLY |
| 0.98% | 0.94% | $1.72亿 | 374.0万股 | $1.53亿 | 390.5万股 | -16.5万股-4.22% | 减仓 |
 Vulcan材料VMC |
| 0.94% | 0.98% | $1.65亿 | 56.0万股 | $1.59亿 | 58.5万股 | -2.4万股-4.19% | 减仓 |
 雷诺士LII |
| 0.89% | 0.81% | $1.56亿 | 27.2万股 | $1.32亿 | 28.4万股 | -1.2万股-4.23% | 减仓 |
 布鲁克BRKR |
| 0.85% | 0.58% | $1.49亿 | 248.0万股 | $9,333.6万 | 258.4万股 | -10.4万股-4.01% | 减仓 |
 RESTAURANT BRANDS INTLQSR |
| 0.81% | 0.91% | $1.42亿 | 196.1万股 | $1.48亿 | 200.2万股 | -4.2万股-2.08% | 减仓 |
 鲍尔公司BALL |
| 0.78% | 0.83% | $1.36亿 | 218.1万股 | $1.35亿 | 227.8万股 | -9.7万股-4.24% | 减仓 |
 SterisSTE |
| 0.77% | 0.91% | $1.35亿 | 64.2万股 | $1.48亿 | 67.1万股 | -2.9万股-4.36% | 减仓 |
 PAYCHEX COMPAYX |
| 0.74% | 0.77% | $1.30亿 | 132.6万股 | $1.25亿 | 135.4万股 | -2.8万股-2.05% | 减仓 |
| CCBRE CL ACBRE |
| 0.73% | 0.83% | $1.28亿 | 95.4万股 | $1.35亿 | 99.5万股 | -4.2万股-4.19% | 减仓 |
