 谷歌AGOOGL |
| 5.68% | 5.03% | $1,459.0万 | 4.1万股 | $1,189.1万 | 4.1万股 | -525股-1.27% | 减仓 |
 苹果AAPL |
| 4.69% | 4.06% | $1,204.9万 | 4.2万股 | $960.6万 | 3.8万股 | +3,788股+10.01% | 加仓 |
 UNITED RENTALSURI |
| 4.04% | 3.41% | $1,038.7万 | 9,169股 | $806.6万 | 1.1万股 | -1,902股-17.18% | 减仓 |
 QUANTA SVCSPWR |
| 4.03% | 2.83% | $1,034.4万 | 1.4万股 | $669.4万 | 1.2万股 | +2,174股+17.83% | 加仓 |
 GE VernovaGEV |
| 2.97% | 1.96% | $763.3万 | 6,497股 | $464.4万 | 5,320股 | +1,177股+22.12% | 加仓 |
 强生JNJ |
| 2.92% | 2.98% | $749.9万 | 3.0万股 | $704.3万 | 2.9万股 | +714股+2.48% | 加仓 |
 艾伯维ABBV |
| 2.43% | 2.34% | $623.4万 | 2.5万股 | $554.8万 | 2.6万股 | -736股-2.89% | 减仓 |
 微软MSFT |
| 2.31% | 2.35% | $594.1万 | 1.6万股 | $555.6万 | 1.5万股 | +919股+6.12% | 加仓 |
 CSX铁路CSX |
| 2.29% | 2.19% | $589.0万 | 12.4万股 | $519.2万 | 12.6万股 | -2,547股-2.01% | 减仓 |
 VisaV |
| 2.07% | 1.78% | $531.6万 | 1.5万股 | $421.5万 | 1.4万股 | +1,549股+11.11% | 加仓 |
 CHURCH & DWIGHTCHD |
| 1.89% | 2.03% | $486.3万 | 5.0万股 | $481.1万 | 5.2万股 | -1,350股-2.62% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.79% | 1.92% | $460.5万 | 9,203股 | $455.3万 | 9,502股 | -299股-3.15% | 减仓 |
 AMGEN COMAMGN |
| 1.67% | 1.46% | $430.2万 | 1.2万股 | $345.2万 | 9,810股 | +2,070股+21.10% | 加仓 |
 礼来LLY |
| 1.66% | 1.23% | $426.5万 | 3,556股 | $290.0万 | 3,153股 | +403股+12.78% | 加仓 |
 博通AVGO |
| 1.64% | 1.49% | $422.2万 | 1.1万股 | $351.9万 | 1.1万股 | -195股-1.71% | 减仓 |
 亚马逊AMZN |
| 1.58% | 1.71% | $407.1万 | 1.7万股 | $405.5万 | 1.9万股 | -2,393股-12.29% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 1.45% | 1.31% | $372.1万 | 2.8万股 | $310.2万 | 2.3万股 | +5,481股+24.04% | 加仓 |
 联合太平洋铁路UNP |
| 1.42% | 0.93% | $364.6万 | 1.3万股 | $219.9万 | 9,063股 | +4,340股+47.89% | 加仓 |
 NETFLIXNFLX |
| 1.38% | 1.44% | $354.0万 | 5.0万股 | $341.1万 | 3.5万股 | +1.4万股+39.72% | 加仓 |
 默沙东MRK |
| 1.36% | 1.35% | $350.5万 | 2.7万股 | $319.1万 | 2.7万股 | +750股+2.83% | 加仓 |
| IIBMIBM |
| 1.35% | 1.03% | $347.8万 | 1.2万股 | $242.8万 | 1.0万股 | +2,353股+23.49% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.32% | 1.2% | $339.9万 | 9,620股 | $283.1万 | 9,870股 | -250股-2.53% | 减仓 |
 摩根士丹利MS |
| 1.18% | 0.97% | $302.1万 | 1.4万股 | $229.6万 | 1.4万股 | +500股+3.58% | 加仓 |
 阿斯利康AZN |
| 1.17% | 0.27% | $301.4万 | 1.6万股 | $65.0万 | 3,298股 | +1.3万股+381.90% | 加仓 |
 高盛GS |
| 1.15% | 1.08% | $294.9万 | 2,916股 | $255.7万 | 3,023股 | -107股-3.54% | 减仓 |
 VertivVRT |
| 1.09% | 0.52% | $278.9万 | 8,330股 | $124.0万 | 4,950股 | +3,380股+68.28% | 加仓 |
 SYSCO COMSYY |
| 1.04% | 0.74% | $267.1万 | 3.2万股 | $176.2万 | 2.5万股 | +7,250股+29.35% | 加仓 |
 可口可乐KO |
| 1.04% | 1.07% | $266.5万 | 3.3万股 | $253.3万 | 3.3万股 | -512股-1.54% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 1.04% | 0.65% | $266.2万 | 2.1万股 | $154.3万 | 1.1万股 | +1.0万股+90.33% | 加仓 |
 艾默生电气EMR |
| 0.97% | 0.25% | $248.9万 | 1.7万股 | $59.1万 | 4,508股 | +1.3万股+285.71% | 加仓 |
 CHUBB LIMITEDCB |
| 0.95% | 0.89% | $243.6万 | 7,150股 | $210.6万 | 6,460股 | +690股+10.68% | 加仓 |
 Truist金融TFC |
| 0.95% | 0.95% | $243.1万 | 4.9万股 | $223.7万 | 4.9万股 | +123股+0.25% | 加仓 |
| N新纪元能源NEE |
| 0.87% | 1% | $224.8万 | 2.6万股 | $237.5万 | 2.6万股 | +40股+0.16% | 加仓 |
 再生元REGN |
| 0.84% | 0.19% | $216.7万 | 3,475股 | $44.4万 | 575股 | +2,900股+504.35% | 加仓 |
 金佰利KMB |
| 0.84% | 0.88% | $216.1万 | 2.0万股 | $209.3万 | 2.2万股 | -2,009股-9.26% | 减仓 |
 宝洁PG |
| 0.81% | 0.9% | $208.5万 | 1.4万股 | $214.1万 | 1.5万股 | -600股-4.05% | 减仓 |
 摩根大通JPM |
| 0.8% | 0.87% | $204.6万 | 6,251股 | $205.2万 | 6,976股 | -725股-10.39% | 减仓 |
 史赛克SYK |
| 0.79% | 0.74% | $203.2万 | 6,455股 | $174.0万 | 5,295股 | +1,160股+21.91% | 加仓 |
 思科CSCO |
| 0.79% | 0.28% | $202.8万 | 1.7万股 | $67.2万 | 8,665股 | +8,600股+99.25% | 加仓 |
 自由港麦克莫兰FCX |
| 0.77% | 0.43% | $197.0万 | 3.1万股 | $100.7万 | 1.7万股 | +1.4万股+82.89% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.76% | — | $194.0万 | 4,303股 | $0 | 0股 | +4,303股 | 新买入 |
 雅培ABT |
| 0.75% | 0.95% | $192.1万 | 2.1万股 | $224.6万 | 2.2万股 | -700股-3.20% | 减仓 |
 麦当劳MCD |
| 0.73% | 1.01% | $188.4万 | 6,969股 | $239.9万 | 7,719股 | -750股-9.72% | 减仓 |
| C花旗集团C |
| 0.73% | 0.73% | $188.3万 | 1.3万股 | $172.7万 | 1.5万股 | -1,775股-11.66% | 减仓 |
 英伟达NVDA |
| 0.73% | 0.68% | $186.6万 | 9,327股 | $160.9万 | 9,227股 | +100股+1.08% | 加仓 |
 GE航空GE |
| 0.72% | 0.72% | $185.4万 | 4,961股 | $170.8万 | 6,019股 | -1,058股-17.58% | 减仓 |
 NUTRIENNTR |
| 0.71% | 0.29% | $182.9万 | 2.9万股 | $68.3万 | 9,050股 | +2.0万股+220.99% | 加仓 |
 康菲石油COP |
| 0.69% | — | $178.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 希尔顿HLT |
| 0.68% | 0.46% | $176.0万 | 5,325股 | $109.5万 | 3,600股 | +1,725股+47.92% | 加仓 |
 PROSPERITY BANCSHARESPB |
| 0.67% | 0.71% | $171.4万 | 2.3万股 | $168.1万 | 2.5万股 | -1,550股-6.19% | 减仓 |
