| BBARINGS CORPORATE INVSMCI |
| 4.31% | 4.64% | $89.0万 | 6.8万股 | $104.4万 | 8.4万股 | -1.6万股-19.16% | 减仓 |
 艾伯维ABBV |
| 3.45% | 2.99% | $71.3万 | 6,657股 | $67.2万 | 7,672股 | -1,015股-13.23% | 减仓 |
 威瑞森VZ |
| 3.32% | 3.3% | $68.5万 | 1.2万股 | $74.3万 | 1.2万股 | -839股-6.72% | 减仓 |
 康明斯CMI |
| 3.31% | 3.41% | $68.4万 | 3,011股 | $76.6万 | 3,626股 | -615股-16.96% | 减仓 |
 苹果AAPL |
| 3.24% | 6.1% | $66.8万 | 5,033股 | $137.1万 | 1.2万股 | -6,802股-57.47% | 减仓 |
 TJXTJX |
| 3.22% | 3.48% | $66.5万 | 9,735股 | $78.2万 | 1.4万股 | -4,309股-30.68% | 减仓 |
 GRAPHIC PACKAGINGGPK |
| 3.16% | 2.88% | $65.3万 | 3.9万股 | $64.8万 | 4.6万股 | -7,493股-16.28% | 减仓 |
 卡特彼勒CAT |
| 2.96% | 2.5% | $61.1万 | 3,359股 | $56.2万 | 3,769股 | -410股-10.88% | 减仓 |
| AAPOLLO SR FLOATING RATE FD I |
| 2.96% | 2.53% | $61.1万 | 4.2万股 | $56.8万 | 4.4万股 | -1,869股-4.22% | 减仓 |
| BBARINGS PARTN INVSMPV |
| 2.91% | 2.5% | $60.0万 | 5.1万股 | $56.2万 | 5.2万股 | -1,251股-2.42% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.88% | 3.76% | $59.5万 | 6,127股 | $84.6万 | 8,836股 | -2,709股-30.66% | 减仓 |
 台积电TSM |
| 2.84% | 2.48% | $58.7万 | 5,386股 | $55.8万 | 6,884股 | -1,498股-21.76% | 减仓 |
 通用汽车GM |
| 2.83% | 2.32% | $58.4万 | 1.4万股 | $52.2万 | 1.8万股 | -3,619股-20.53% | 减仓 |
 应用材料AMAT |
| 2.77% | 2.1% | $57.1万 | 6,619股 | $47.2万 | 7,938股 | -1,319股-16.62% | 减仓 |
 AMGEN COMAMGN |
| 2.73% | 2.93% | $56.4万 | 2,454股 | $65.9万 | 2,593股 | -139股-5.36% | 减仓 |
 SKYWORKS SOLUTIONSSWKS |
| 2.71% | 2.89% | $56.0万 | 3,660股 | $65.1万 | 4,472股 | -812股-18.16% | 减仓 |
 国际纸业IP |
| 2.69% | 2.17% | $55.6万 | 1.1万股 | $48.7万 | 1.2万股 | -823股-6.85% | 减仓 |
 GENTEXGNTX |
| 2.61% | 2.15% | $53.9万 | 1.6万股 | $48.3万 | 1.9万股 | -2,889股-15.40% | 减仓 |
 联合太平洋铁路UNP |
| 2.56% | 2.64% | $52.9万 | 2,540股 | $59.3万 | 3,013股 | -473股-15.70% | 减仓 |
 EASTMAN CHEMEMN |
| 2.48% | 2.32% | $51.1万 | 5,096股 | $52.2万 | 6,686股 | -1,590股-23.78% | 减仓 |
 辉瑞PFE |
| 2.4% | 2.63% | $49.5万 | 1.3万股 | $59.1万 | 1.6万股 | -2,660股-16.52% | 减仓 |
 英特尔INTC |
| 2.35% | 2.63% | $48.5万 | 9,736股 | $59.2万 | 1.1万股 | -1,698股-14.85% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.35% | 3.17% | $48.5万 | 5,824股 | $71.3万 | 8,608股 | -2,784股-32.34% | 减仓 |
 3M COMMMM |
| 2.26% | 2.24% | $46.6万 | 2,664股 | $50.4万 | 3,148股 | -484股-15.37% | 减仓 |
 THOR INDSTHO |
| 2.22% | — | $45.8万 | 4,920股 | $0 | 0股 | +4,920股 | 新买入 |
 甲骨文ORCL |
| 2.19% | 1.78% | $45.3万 | 7,006股 | $40.0万 | 6,697股 | +309股+4.61% | 加仓 |
 百时美施贵宝BMY |
| 2.11% | 1.95% | $43.6万 | 7,036股 | $43.8万 | 7,257股 | -221股-3.05% | 减仓 |
 家得宝HD |
| 2.11% | 2.42% | $43.5万 | 1,637股 | $54.5万 | 1,962股 | -325股-16.56% | 减仓 |
 LOWES COS COMLOW |
| 2.04% | 2.35% | $42.2万 | 2,628股 | $52.8万 | 3,184股 | -556股-17.46% | 减仓 |
| C花旗集团C |
| 2.04% | 1.47% | $42.1万 | 6,832股 | $33.1万 | 7,675股 | -843股-10.98% | 减仓 |
 WHIRLPOOL COMWHR |
| 1.97% | 2.02% | $40.7万 | 2,255股 | $45.4万 | 2,468股 | -213股-8.63% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 1.92% | 2.9% | $39.6万 | 2,817股 | $65.2万 | 4,548股 | -1,731股-38.06% | 减仓 |
 MAGNA INTLMGA |
| 1.88% | 1.36% | $38.8万 | 5,486股 | $30.5万 | 6,668股 | -1,182股-17.73% | 减仓 |
| BBEST BUYBBY |
| 1.78% | 2.28% | $36.8万 | 3,686股 | $51.3万 | 4,611股 | -925股-20.06% | 减仓 |
| R力拓BBP |
| 1.77% | 1.58% | $36.6万 | 4,872股 | $35.6万 | 5,896股 | -1,024股-17.37% | 减仓 |
 雪佛龙CVX |
| 1.71% | 1.63% | $35.3万 | 4,185股 | $36.6万 | 5,084股 | -899股-17.68% | 减仓 |
| AAT&TT |
| 1.59% | 1.61% | $32.9万 | 1.1万股 | $36.1万 | 1.3万股 | -1,222股-9.66% | 减仓 |
 GOODYEAR TIRE & RUBRGT |
| 1.39% | 1.08% | $28.6万 | 2.6万股 | $24.4万 | 3.2万股 | -5,586股-17.57% | 减仓 |
 纽柯钢铁NUE |
| 1.34% | 1.09% | $27.6万 | 5,184股 | $24.6万 | 5,474股 | -290股-5.30% | 减仓 |
 SOUTHWEST AIRLS COMLUV |
| 1.33% | 1.19% | $27.4万 | 5,881股 | $26.8万 | 7,134股 | -1,253股-17.56% | 减仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 1.28% | 1.4% | $26.4万 | 4,044股 | $31.5万 | 6,097股 | -2,053股-33.67% | 减仓 |
