 康宁GLW |
| 12.58% | 10.42% | $2,691.0万 | 10.5万股 | $1,916.5万 | 14.1万股 | -3.6万股-25.26% | 减仓 |
 应用材料AMAT |
| 7.46% | 4.11% | $1,596.7万 | 2.2万股 | $755.6万 | 2.2万股 | -22股-0.10% | 减仓 |
 伊顿ETN |
| 7.29% | 7.12% | $1,560.4万 | 3.7万股 | $1,309.8万 | 3.7万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 6.36% | 6.59% | $1,360.0万 | 2.1万股 | $1,211.9万 | 2.2万股 | -75股-0.35% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 4.64% | 4.93% | $993.3万 | 3.2万股 | $907.1万 | 3.2万股 | -30股-0.09% | 减仓 |
 通用动力GD |
| 4.25% | 4.79% | $909.3万 | 2.6万股 | $881.0万 | 2.6万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 4.18% | 4.74% | $894.9万 | 2.5万股 | $870.9万 | 2.5万股 | -40股-0.16% | 减仓 |
 默沙东MRK |
| 3.73% | 4.07% | $798.6万 | 6.2万股 | $747.5万 | 6.2万股 | 00.00% | 持仓不变 |
 帕卡PCAR |
| 3.65% | 4.08% | $780.2万 | 6.5万股 | $750.2万 | 6.5万股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 3.27% | 3.67% | $700.5万 | 2.6万股 | $675.2万 | 2.6万股 | -40股-0.15% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 2.97% | 3.05% | $636.3万 | 3.4万股 | $561.2万 | 3.4万股 | -5股-0.01% | 减仓 |
 麦当劳MCD |
| 2.87% | 3.84% | $613.2万 | 2.3万股 | $705.2万 | 2.3万股 | -5股-0.02% | 减仓 |
 美国合众银行USB |
| 2.84% | 2.83% | $607.5万 | 10.1万股 | $520.0万 | 10.0万股 | +610股+0.61% | 加仓 |
 杜克能源DUK |
| 2.81% | 3.39% | $600.2万 | 4.7万股 | $623.4万 | 4.8万股 | -190股-0.40% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 2.59% | — | $553.4万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 2.58% | 2.43% | $551.9万 | 1.4万股 | $446.5万 | 1.4万股 | -140股-1.00% | 减仓 |
 德文能源DVN |
| 2.55% | 3.62% | $546.1万 | 13.2万股 | $665.1万 | 13.2万股 | 00.00% | 持仓不变 |
 空气化工APD |
| 2.48% | 2.86% | $530.5万 | 1.8万股 | $525.6万 | 1.8万股 | 00.00% | 持仓不变 |
 MascoMAS |
| 2.21% | — | $472.4万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 思科CSCO |
| 2.18% | 1.67% | $465.8万 | 4.0万股 | $307.7万 | 4.0万股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 2.14% | 2.25% | $458.5万 | 4.3万股 | $413.1万 | 4.2万股 | +660股+1.57% | 加仓 |
| O宏盟集团OMC |
| 2.12% | 2.53% | $452.9万 | 6.2万股 | $464.5万 | 6.2万股 | +500股+0.81% | 加仓 |
 美国电力AEP |
| 1.89% | 2.11% | $403.6万 | 3.0万股 | $387.4万 | 3.0万股 | -50股-0.17% | 减仓 |
 洛克希德马丁LMT |
| 1.87% | 2.56% | $399.4万 | 7,840股 | $471.4万 | 7,800股 | +40股+0.51% | 加仓 |
 HERSHEY COMHSY |
| 1.71% | 2.32% | $366.1万 | 2.1万股 | $426.3万 | 2.1万股 | +360股+1.76% | 加仓 |
 EOG资源EOG |
| 1.21% | 1.57% | $258.3万 | 2.0万股 | $287.8万 | 2.0万股 | 00.00% | 持仓不变 |
 CLOROX DELCLX |
| 1.21% | 1.75% | $258.0万 | 2.7万股 | $322.4万 | 3.1万股 | -4,080股-13.11% | 减仓 |
 STAG INDUSTRIALSTAG |
| 1.07% | 1.16% | $229.2万 | 6.0万股 | $213.4万 | 5.9万股 | +1,020股+1.72% | 加仓 |
 苹果AAPL |
| 0.93% | 0.95% | $198.5万 | 6,860股 | $174.1万 | 6,860股 | 00.00% | 持仓不变 |
| AAMCORAMCR |
| 0.86% | 0.88% | $183.8万 | 4.2万股 | $162.2万 | 4.1万股 | +1,600股+3.92% | 加仓 |
 雷神技术RTX |
| 0.76% | 0.9% | $163.0万 | 8,593股 | $165.8万 | 8,593股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.52% | 0.69% | $111.3万 | 8,220股 | $127.6万 | 8,220股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.23% | 0.23% | $48.2万 | 645股 | $41.9万 | 645股 | 00.00% | 持仓不变 |
