 苹果AAPL |
| 6% | 5.4% | $844.6万 | 3.3万股 | $1,085.6万 | 3.7万股 | -3,757股-10.16% | 减仓 |
 微软MSFT |
| 4.07% | 3.06% | $573.0万 | 3.6万股 | $614.7万 | 3.9万股 | -2,644股-6.78% | 减仓 |
 宝洁PG |
| 3.07% | 2.79% | $431.6万 | 3.9万股 | $561.8万 | 4.5万股 | -5,744股-12.77% | 减仓 |
 亚马逊AMZN |
| 2.65% | 1.9% | $373.1万 | 1,914股 | $381.5万 | 2,065股 | -151股-7.31% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.48% | 1.86% | $348.5万 | 1.9万股 | $373.7万 | 1.7万股 | +2,563股+15.53% | 加仓 |
 AMD超威AMD |
| 2.47% | 2.1% | $347.4万 | 7.6万股 | $423.0万 | 9.2万股 | -1.6万股-17.19% | 减仓 |
 TJXTJX |
| 1.9% | 1.24% | $267.4万 | 5.6万股 | $249.3万 | 4.1万股 | +1.5万股+36.98% | 加仓 |
 高露洁CL |
| 1.72% | 1.58% | $242.8万 | 3.7万股 | $318.6万 | 4.6万股 | -9,703股-20.96% | 减仓 |
 沃尔玛WMT |
| 1.58% | 2.23% | $222.5万 | 2.0万股 | $447.9万 | 3.8万股 | -1.8万股-48.03% | 减仓 |
 HORMEL FOODSHRL |
| 1.46% | 1.25% | $206.1万 | 4.4万股 | $250.3万 | 5.6万股 | -1.1万股-20.37% | 减仓 |
 强生JNJ |
| 1.44% | 1.41% | $202.2万 | 1.5万股 | $283.3万 | 1.9万股 | -4,001股-20.60% | 减仓 |
| SSPLUNK INCORPORATEDSPLK |
| 1.43% | 1.29% | $201.7万 | 1.6万股 | $259.7万 | 1.7万股 | -1,362股-7.85% | 减仓 |
 CLOROX DELCLX |
| 1.41% | 1.23% | $198.2万 | 1.1万股 | $247.0万 | 1.6万股 | -4,641股-28.84% | 减仓 |
 GENERAL MILLS COMGIS |
| 1.37% | 1.18% | $192.8万 | 3.7万股 | $237.0万 | 4.4万股 | -7,706股-17.41% | 减仓 |
 DOLLAR GEN NEWDG |
| 1.36% | 1.21% | $191.2万 | 1.3万股 | $244.1万 | 1.6万股 | -2,988股-19.08% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.35% | 1.18% | $190.4万 | 7股 | $237.7万 | 7股 | 00.00% | 持仓不变 |
 THE CAMPBELLSCPB |
| 1.32% | 1.34% | $185.3万 | 4.0万股 | $270.0万 | 5.5万股 | -1.4万股-26.49% | 减仓 |
| K家乐氏K |
| 1.31% | 1.3% | $184.9万 | 3.1万股 | $262.3万 | 3.8万股 | -7,084股-18.67% | 减仓 |
 PROGRESSIVEPGR |
| 1.31% | 1.24% | $184.8万 | 2.5万股 | $250.1万 | 3.5万股 | -9,527股-27.57% | 减仓 |
 Coterra能源CTRA |
| 1.3% | 1.09% | $183.1万 | 10.7万股 | $219.1万 | 12.6万股 | -1.9万股-15.36% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 1.26% | 1.26% | $177.4万 | 1.3万股 | $253.3万 | 1.5万股 | -2,359股-15.80% | 减仓 |
 金佰利KMB |
| 1.25% | 1.25% | $175.4万 | 1.4万股 | $251.6万 | 1.8万股 | -4,579股-25.02% | 减仓 |
 百时美施贵宝BMY |
| 1.23% | 1.23% | $173.1万 | 3.1万股 | $247.9万 | 3.9万股 | -7,559股-19.57% | 减仓 |
 HERSHEY COMHSY |
| 1.21% | 1.27% | $170.4万 | 1.3万股 | $254.7万 | 1.7万股 | -4,467股-25.77% | 减仓 |
 DocuSignDOCU |
| 1.2% | 0.73% | $169.6万 | 1.8万股 | $147.5万 | 2.0万股 | -1,558股-7.82% | 减仓 |
| N纳斯达克NDAQ |
| 1.2% | 1.3% | $168.4万 | 1.8万股 | $261.0万 | 2.4万股 | -6,633股-27.20% | 减仓 |
 CHURCH & DWIGHTCHD |
| 1.18% | 1.23% | $165.9万 | 2.6万股 | $246.7万 | 3.5万股 | -9,229股-26.30% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.16% | 1.19% | $162.8万 | 5,385股 | $238.9万 | 6,950股 | -1,565股-22.52% | 减仓 |
 星巴克SBUX |
| 1.15% | 1.3% | $161.6万 | 2.5万股 | $262.3万 | 3.0万股 | -5,263股-17.63% | 减仓 |
| T泰森食品TSN |
| 1.14% | 1.32% | $160.1万 | 2.8万股 | $264.7万 | 2.9万股 | -1,405股-4.83% | 减仓 |
 麦当劳MCD |
| 1.13% | 1.26% | $159.8万 | 9,670股 | $254.1万 | 1.3万股 | -3,194股-24.83% | 减仓 |
 百事可乐PEP |
| 1.13% | 1.26% | $158.6万 | 1.3万股 | $252.8万 | 1.9万股 | -5,299股-28.63% | 减仓 |
 REPUBLIC SVCSRSG |
| 1.11% | 1.27% | $156.6万 | 2.1万股 | $254.8万 | 2.8万股 | -7,576股-26.63% | 减仓 |
 Dollar TreeDLTR |
| 1.08% | 0.21% | $152.4万 | 2.1万股 | $42.7万 | 4,548股 | +1.6万股+356.51% | 加仓 |
 汽车地带AZO |
| 1.06% | 1.16% | $149.6万 | 1,769股 | $233.4万 | 1,960股 | -191股-9.74% | 减仓 |
| O宏盟集团OMC |
| 1.04% | 1.19% | $146.4万 | 2.7万股 | $238.4万 | 2.9万股 | -2,741股-9.31% | 减仓 |
 耐克NKE |
| 1.04% | 1.98% | $146.1万 | 1.8万股 | $397.2万 | 3.9万股 | -2.2万股-54.97% | 减仓 |
 AFLAC COMAFL |
| 1.03% | 1.17% | $145.4万 | 4.3万股 | $234.9万 | 4.4万股 | -1,925股-4.33% | 减仓 |
| FFiservFISV |
| 1.02% | 0.92% | $143.3万 | 1.5万股 | $184.9万 | 1.6万股 | -903股-5.65% | 减仓 |
| AABIOMED INCABMDEUR |
| 1% | 0.89% | $140.7万 | 9,704股 | $178.2万 | 1.0万股 | -743股-7.11% | 减仓 |
| T赛默飞世尔TMO |
| 0.96% | 0.83% | $134.7万 | 4,750股 | $167.3万 | 5,152股 | -402股-7.80% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.95% | 0.13% | $133.3万 | 1.5万股 | $25.4万 | 2,287股 | +1.3万股+574.60% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.94% | 1.06% | $132.7万 | 1.6万股 | $213.6万 | 2.2万股 | -6,146股-27.38% | 减仓 |
| LLAMB WESTONLW |
| 0.94% | 1.23% | $132.1万 | 2.3万股 | $246.9万 | 2.9万股 | -5,548股-19.32% | 减仓 |
| W沃博联WBA |
| 0.93% | — | $131.6万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.93% | 1.04% | $131.5万 | 4,370股 | $208.8万 | 4,766股 | -396股-8.31% | 减仓 |
 ExpediaEXPE |
| 0.91% | 0.12% | $128.1万 | 1.9万股 | $24.6万 | 3,161股 | +1.6万股+507.94% | 加仓 |
 YUM BRANDS COMYUM |
| 0.91% | 1.1% | $127.5万 | 1.9万股 | $220.8万 | 2.2万股 | -3,314股-15.11% | 减仓 |
 渤健BIIB |
| 0.9% | — | $127.2万 | 4,025股 | $0 | 0股 | +4,025股 | 新买入 |
 WESTERN UNWU |
| 0.9% | 1.06% | $126.9万 | 7.0万股 | $212.1万 | 7.9万股 | -9,151股-11.55% | 减仓 |
