 SEMPRA COMSRE |
| 3.82% | 4.53% | $2.63亿 | 283.5万股 | $2.95亿 | 303.9万股 | -20.4万股-6.73% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 3.37% | 2.47% | $2.32亿 | 115.0万股 | $1.61亿 | 77.0万股 | +37.9万股+49.24% | 加仓 |
 ATMOS ENERGYATO |
| 2.84% | 3.51% | $1.95亿 | 113.3万股 | $2.29亿 | 124.0万股 | -10.7万股-8.64% | 减仓 |
| CCRHCRH |
| 2.7% | 2.65% | $1.85亿 | 173.4万股 | $1.72亿 | 164.1万股 | +9.3万股+5.66% | 加仓 |
 PHILIP MORRIS INTLPM |
| 2.65% | 2.98% | $1.82亿 | 100.8万股 | $1.95亿 | 117.7万股 | -16.9万股-14.38% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.61% | 3.24% | $1.80亿 | 145.8万股 | $2.11亿 | 134.1万股 | +11.7万股+8.75% | 加仓 |
 贝克休斯BKR |
| 2.58% | 1.84% | $1.77亿 | 319.3万股 | $1.20亿 | 196.6万股 | +122.7万股+62.38% | 加仓 |
 联合太平洋铁路UNP |
| 2.5% | 2.57% | $1.72亿 | 63.1万股 | $1.67亿 | 69.0万股 | -5.9万股-8.61% | 减仓 |
 微软MSFT |
| 2.4% | 2.73% | $1.65亿 | 44.2万股 | $1.78亿 | 48.1万股 | -3.9万股-8.11% | 减仓 |
| AAPTIVAPTV |
| 2.13% | — | $1.47亿 | 238.9万股 | $0 | 0股 | +238.9万股 | 新买入 |
 台积电TSM |
| 2.05% | 1.72% | $1.41亿 | 29.5万股 | $1.12亿 | 33.2万股 | -3.8万股-11.31% | 减仓 |
 自由港麦克莫兰FCX |
| 2.04% | 2.3% | $1.40亿 | 222.6万股 | $1.50亿 | 255.6万股 | -33.0万股-12.92% | 减仓 |
 MILLICOM INTL CELLULARTIGO |
| 1.73% | 2.02% | $1.19亿 | 130.9万股 | $1.32亿 | 176.0万股 | -45.1万股-25.61% | 减仓 |
 英伟达NVDA |
| 1.67% | 1.59% | $1.15亿 | 57.5万股 | $1.04亿 | 59.4万股 | -1.9万股-3.23% | 减仓 |
| T赛默飞世尔TMO |
| 1.53% | 2.56% | $1.05亿 | 20.9万股 | $1.67亿 | 34.0万股 | -13.0万股-38.37% | 减仓 |
 谷歌AGOOGL |
| 1.42% | 1.27% | $9,764.6万 | 27.3万股 | $8,260.0万 | 28.7万股 | -1.4万股-4.88% | 减仓 |
 ADOBE COMADBE |
| 1.4% | 0.03% | $9,653.7万 | 47.1万股 | $166.0万 | 6,828股 | +46.4万股+6,796.07% | 加仓 |
| PPETROLEO BRASILEIROPBR |
| 1.4% | 1.05% | $9,608.9万 | 594.6万股 | $6,841.8万 | 329.7万股 | +264.9万股+80.34% | 加仓 |
 富达·NATL INFORMATION SVCS COMFIS |
| 1.39% | — | $9,543.7万 | 245.5万股 | $0 | 0股 | +245.5万股 | 新买入 |
 NubankNU |
| 1.38% | 1.33% | $9,478.1万 | 709.4万股 | $8,643.5万 | 601.5万股 | +107.9万股+17.95% | 加仓 |
 CSX铁路CSX |
| 1.35% | 2.86% | $9,305.2万 | 195.8万股 | $1.86亿 | 453.5万股 | -257.7万股-56.83% | 减仓 |
 CORTEVA COMCTVA |
| 1.35% | 2.38% | $9,299.0万 | 109.8万股 | $1.55亿 | 185.0万股 | -75.2万股-40.65% | 减仓 |
 艾默生电气EMR |
| 1.34% | 1.42% | $9,216.3万 | 64.4万股 | $9,233.6万 | 70.5万股 | -6.1万股-8.65% | 减仓 |
| GGE医疗GEHC |
| 1.22% | 1.09% | $8,369.6万 | 130.8万股 | $7,113.6万 | 99.9万股 | +30.8万股+30.84% | 加仓 |
 默沙东MRK |
| 1.14% | 1.1% | $7,832.9万 | 61.0万股 | $7,150.6万 | 59.4万股 | +1.5万股+2.54% | 加仓 |
 慧与HPEHPE |
| 1.12% | 0.89% | $7,668.8万 | 170.0万股 | $5,797.3万 | 243.5万股 | -73.5万股-30.18% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.05% | 0.83% | $7,203.2万 | 4.2万股 | $5,423.6万 | 3.1万股 | +1.1万股+35.29% | 加仓 |
 新闻集团NWSA |
| 1.03% | 1.09% | $7,050.2万 | 251.3万股 | $7,093.0万 | 248.8万股 | +2.5万股+0.99% | 加仓 |
 FLUTTER ENTMTFLUT |
| 1.01% | 3.44% | $6,917.8万 | 67.8万股 | $2.25亿 | 77.2万股 | -9.4万股-12.19% | 减仓 |
| B巴里克黄金GOLD |
| 0.99% | 1.18% | $6,830.6万 | 186.0万股 | $7,682.6万 | 188.3万股 | -2.4万股-1.26% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.99% | 0.74% | $6,780.3万 | 28.6万股 | $4,847.2万 | 20.8万股 | +7.8万股+37.48% | 加仓 |
 博通AVGO |
| 0.98% | 0.86% | $6,745.6万 | 17.9万股 | $5,587.2万 | 18.1万股 | -1,947股-1.08% | 减仓 |
 CEMEX SAB DE CVCX |
| 0.98% | 1.05% | $6,734.7万 | 561.2万股 | $6,831.7万 | 597.2万股 | -36.0万股-6.02% | 减仓 |
 PINNACLE WEST CAPPNW |
| 0.95% | 0.91% | $6,513.1万 | 60.9万股 | $5,926.9万 | 58.8万股 | +2.0万股+3.47% | 加仓 |
 亚马逊AMZN |
| 0.91% | 0.86% | $6,229.0万 | 26.1万股 | $5,602.9万 | 26.9万股 | -7,669股-2.85% | 减仓 |
 雪佛龙CVX |
| 0.88% | 1.09% | $6,051.9万 | 36.5万股 | $7,103.7万 | 34.3万股 | +2.2万股+6.34% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.86% | 0.6% | $5,943.8万 | 36.3万股 | $3,905.3万 | 22.6万股 | +13.7万股+60.58% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 0.86% | 0.44% | $5,882.0万 | 179.7万股 | $2,837.4万 | 107.8万股 | +72.0万股+66.77% | 加仓 |
 HUMANA COMHUM |
| 0.85% | 0.24% | $5,830.6万 | 14.7万股 | $1,592.0万 | 9.2万股 | +5.5万股+59.86% | 加仓 |
 XCEL ENERGY COMXEL |
| 0.8% | — | $5,527.2万 | 68.8万股 | $0 | 0股 | +68.8万股 | 新买入 |
 优步UBER |
| 0.76% | 0.44% | $5,237.8万 | 72.6万股 | $2,876.2万 | 40.0万股 | +32.6万股+81.52% | 加仓 |
 Itau Unibanco H-Spon PRF ADRITUB |
| 0.76% | 1.71% | $5,219.8万 | 638.9万股 | $1.11亿 | 1,327.3万股 | -688.4万股-51.87% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 0.75% | 0.65% | $5,140.2万 | 16.1万股 | $4,259.9万 | 15.7万股 | +4,220股+2.68% | 加仓 |
 AXALTA COATING SYSAXTA |
| 0.72% | 0.59% | $4,958.7万 | 144.9万股 | $3,874.5万 | 139.9万股 | +5.0万股+3.60% | 加仓 |
 Everest再保险EG |
| 0.71% | 0.66% | $4,856.3万 | 13.6万股 | $4,311.8万 | 13.2万股 | +4,023股+3.05% | 加仓 |
| CCACI国际CACI |
| 0.69% | — | $4,721.2万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
 FORTIVE COMFTV |
| 0.67% | 0.62% | $4,623.6万 | 75.7万股 | $4,048.5万 | 73.2万股 | +2.4万股+3.34% | 加仓 |
 HALLIBURTON COMHAL |
| 0.65% | 0.76% | $4,461.6万 | 131.4万股 | $4,958.3万 | 127.2万股 | +4.2万股+3.34% | 加仓 |
 纽蒙特NEM |
| 0.63% | 0.75% | $4,349.3万 | 46.6万股 | $4,883.7万 | 45.1万股 | +1.5万股+3.22% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.63% | 0.28% | $4,346.7万 | 33.0万股 | $1,847.8万 | 13.6万股 | +19.5万股+143.30% | 加仓 |
