 苹果AAPL |
| 15.47% | 14.3% | $8.09亿 | 279.7万股 | $7.10亿 | 279.7万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 7.59% | 9% | $3.97亿 | 105.1万股 | $4.47亿 | 144.4万股 | -39.3万股-27.19% | 减仓 |
 思科CSCO |
| 5.72% | 3.98% | $2.99亿 | 254.7万股 | $1.98亿 | 254.7万股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 4.23% | 5.96% | $2.21亿 | 100.2万股 | $2.96亿 | 100.2万股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 3.81% | 3.67% | $1.99亿 | 110.2万股 | $1.82亿 | 110.2万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 3.72% | 2.56% | $1.95亿 | 46.9万股 | $1.27亿 | 46.9万股 | 00.00% | 持仓不变 |
 多佛DOV |
| 3.62% | 3.54% | $1.89亿 | 84.4万股 | $1.76亿 | 84.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 3.5% | 3.66% | $1.83亿 | 49.1万股 | $1.82亿 | 49.1万股 | 00.00% | 持仓不变 |
 NORFOLK SOUTHN COMNSC |
| 3.45% | 3.4% | $1.81亿 | 57.4万股 | $1.69亿 | 58.8万股 | -1.3万股-2.28% | 减仓 |
 ANALOG DEVICES COMADI |
| 3.38% | 2.86% | $1.77亿 | 44.6万股 | $1.42亿 | 44.6万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 3.38% | 2.48% | $1.77亿 | 95.8万股 | $1.23亿 | 95.8万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 2.87% | 2.82% | $1.50亿 | 42.6万股 | $1.40亿 | 42.6万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 2.73% | 2.48% | $1.43亿 | 56.7万股 | $1.23亿 | 56.7万股 | 00.00% | 持仓不变 |
 实耐宝SNA |
| 2.59% | 2.46% | $1.36亿 | 33.7万股 | $1.22亿 | 33.7万股 | 00.00% | 持仓不变 |
 VALERO ENERGY COMVLO |
| 2.56% | 2.56% | $1.34亿 | 51.5万股 | $1.27亿 | 51.5万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 2.51% | 2.79% | $1.31亿 | 86.7万股 | $1.38亿 | 86.7万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 2.31% | 2.8% | $1.21亿 | 44.8万股 | $1.39亿 | 44.8万股 | 00.00% | 持仓不变 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.88% | 1.41% | $9,861.2万 | 108.1万股 | $6,986.1万 | 108.1万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 1.79% | 3.81% | $9,375.8万 | 41.9万股 | $1.89亿 | 83.8万股 | -41.9万股-50.00% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.77% | — | $9,257.7万 | 41.9万股 | $0 | 0股 | +41.9万股 | 新买入 |
 RPM INTLRPM |
| 1.75% | 1.65% | $9,166.8万 | 82.5万股 | $8,197.8万 | 82.5万股 | 00.00% | 持仓不变 |
 MONDELEZ INTL CL AMDLZ |
| 1.6% | 1.68% | $8,375.2万 | 144.8万股 | $8,346.3万 | 144.8万股 | 00.00% | 持仓不变 |
| PPROLOGIS COMPLD |
| 1.53% | 1.57% | $7,992.7万 | 59.0万股 | $7,798.6万 | 59.0万股 | 00.00% | 持仓不变 |
 PINNACLE WEST CAPPNW |
| 1.49% | 1.48% | $7,805.2万 | 72.9万股 | $7,349.3万 | 72.9万股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.02% | 1.14% | $5,332.0万 | 23.2万股 | $5,658.3万 | 26.1万股 | -2.9万股-11.10% | 减仓 |
 ADPADP |
| 1% | 0.95% | $5,212.4万 | 23.3万股 | $4,729.0万 | 23.3万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.98% | 0.99% | $5,104.8万 | 20.1万股 | $4,913.2万 | 20.1万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.82% | 0.77% | $4,296.8万 | 8.6万股 | $3,832.5万 | 7.8万股 | +7,733股+9.92% | 加仓 |
 空气化工APD |
| 0.82% | 0.85% | $4,277.5万 | 14.6万股 | $4,238.2万 | 14.6万股 | 00.00% | 持仓不变 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.81% | 0.97% | $4,248.4万 | 25.5万股 | $4,827.7万 | 27.8万股 | -2.3万股-8.42% | 减仓 |
 埃森哲ACN |
| 0.8% | 1.35% | $4,206.1万 | 33.8万股 | $6,702.2万 | 33.8万股 | 00.00% | 持仓不变 |
 Ares管理ARES |
| 0.75% | 0.78% | $3,931.0万 | 35.3万股 | $3,852.9万 | 35.3万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.65% | 0.62% | $3,416.3万 | 21.1万股 | $3,064.4万 | 21.1万股 | 00.00% | 持仓不变 |
 OWENS CORNING NEW COMOC |
| 0.63% | 0.46% | $3,322.3万 | 20.9万股 | $2,261.8万 | 20.9万股 | 00.00% | 持仓不变 |
 AMERICAN TOWER COMAMT |
| 0.63% | 0.7% | $3,297.9万 | 20.2万股 | $3,479.5万 | 20.2万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.56% | 0.53% | $2,946.0万 | 9.0万股 | $2,647.4万 | 9.0万股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 0.53% | 0.56% | $2,773.5万 | 2.9万股 | $2,774.0万 | 2.9万股 | 00.00% | 持仓不变 |
 DOLLAR GEN NEWDG |
| 0.46% | 0.5% | $2,417.3万 | 21.0万股 | $2,493.3万 | 21.0万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.41% | 0.49% | $2,157.8万 | 23.8万股 | $2,441.5万 | 23.8万股 | 00.00% | 持仓不变 |
| HHASBROHAS |
| 0.41% | 0.49% | $2,152.3万 | 26.1万股 | $2,439.2万 | 26.1万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.39% | 0.49% | $2,060.7万 | 48.7万股 | $2,443.2万 | 48.7万股 | 00.00% | 持仓不变 |
| SSOUTHSTATE BKSSB |
| 0.38% | 0.37% | $2,002.2万 | 20.0万股 | $1,854.3万 | 20.0万股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 0.36% | 0.52% | $1,906.7万 | 77.7万股 | $2,559.9万 | 89.2万股 | -11.5万股-12.90% | 减仓 |
 百事可乐PEP |
| 0.33% | 0.4% | $1,726.4万 | 12.8万股 | $1,979.9万 | 12.8万股 | 00.00% | 持仓不变 |
 赛莱默XYL |
| 0.28% | — | $1,456.3万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
 美国合众银行USB |
| 0.27% | 0.8% | $1,432.9万 | 23.7万股 | $3,971.0万 | 76.4万股 | -52.6万股-68.93% | 减仓 |
 雷神技术RTX |
| 0.26% | 0.28% | $1,347.1万 | 7.1万股 | $1,369.6万 | 7.1万股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.21% | 0.31% | $1,101.2万 | 53.2万股 | $1,542.3万 | 53.2万股 | 00.00% | 持仓不变 |
 安桥ENB |
| 0.19% | 0.2% | $1,007.4万 | 18.6万股 | $1,006.1万 | 18.6万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.14% | 0.16% | $754.8万 | 8.6万股 | $798.8万 | 8.6万股 | 00.00% | 持仓不变 |
