 英伟达NVDA |
| 14.83% | 15.71% | $7,230.8万 | 36.1万股 | $6,357.3万 | 36.5万股 | -3,147股-0.86% | 减仓 |
 康宁GLW |
| 8.06% | 6.02% | $3,930.3万 | 15.4万股 | $2,436.1万 | 17.9万股 | -2.5万股-14.12% | 减仓 |
 SPHERE ENTERTAINMENTSPHR |
| 6% | 4.89% | $2,924.8万 | 16.9万股 | $1,981.1万 | 16.9万股 | +288股+0.17% | 加仓 |
| WWARRIOR MET COALHCC |
| 4.84% | 6.73% | $2,358.3万 | 29.1万股 | $2,725.6万 | 29.3万股 | -2,035股-0.70% | 减仓 |
| Q高通QCOM |
| 4.78% | 4.66% | $2,333.2万 | 12.6万股 | $1,884.6万 | 14.6万股 | -2.0万股-13.72% | 减仓 |
 AERCAP SHSAER |
| 4.59% | 4.98% | $2,240.7万 | 15.4万股 | $2,014.5万 | 14.7万股 | +6,852股+4.67% | 加仓 |
| CCALLAWAY GOLFCALY |
| 4.58% | 4.03% | $2,233.6万 | 118.9万股 | $1,631.1万 | 117.5万股 | +1.4万股+1.15% | 加仓 |
| CCOMPASS MINERALS INTL INCMP |
| 4.03% | 3.52% | $1,965.1万 | 63.1万股 | $1,425.4万 | 61.0万股 | +2.1万股+3.41% | 加仓 |
 BGCBGC |
| 4.02% | 4.36% | $1,960.5万 | 183.4万股 | $1,766.1万 | 180.6万股 | +2.8万股+1.56% | 加仓 |
 LoewsL |
| 3.99% | 4.44% | $1,945.2万 | 17.2万股 | $1,795.4万 | 16.8万股 | +3,617股+2.15% | 加仓 |
 AMGEN COMAMGN |
| 3.84% | 4.5% | $1,874.1万 | 5.2万股 | $1,821.9万 | 5.2万股 | -29股-0.06% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.27% | 3.55% | $1,592.7万 | 3.2万股 | $1,438.1万 | 3.0万股 | +1,819股+6.06% | 加仓 |
 WEYERHAEUSERWY |
| 3.11% | 3.53% | $1,518.5万 | 63.4万股 | $1,430.0万 | 58.5万股 | +4.9万股+8.36% | 加仓 |
 FIVE POINTFPH |
| 3% | 2.99% | $1,460.6万 | 277.2万股 | $1,208.6万 | 249.7万股 | +27.5万股+11.00% | 加仓 |
| BBAXTER INTLBAX |
| 2.94% | 2.34% | $1,432.9万 | 67.2万股 | $948.3万 | 56.4万股 | +10.8万股+19.07% | 加仓 |
 SOTERA HEALTHSHC |
| 2.91% | — | $1,420.7万 | 80.0万股 | $0 | 0股 | +80.0万股 | 新买入 |
 M&T银行MTB |
| 2.36% | 2.44% | $1,151.2万 | 4.8万股 | $987.4万 | 4.8万股 | +603股+1.26% | 加仓 |
 联合太平洋铁路UNP |
| 1.97% | 1.92% | $961.3万 | 3.5万股 | $777.2万 | 3.2万股 | +3,308股+10.33% | 加仓 |
| PPERRIGOPRGO |
| 1.78% | 1.95% | $868.2万 | 83.6万股 | $787.6万 | 73.3万股 | +10.2万股+13.96% | 加仓 |
 ARCOS DORADOSARCO |
| 1.12% | 1.29% | $545.4万 | 67.7万股 | $521.2万 | 63.2万股 | +4.5万股+7.12% | 加仓 |
 U HAUL HOLDINGSCL |
| 1.09% | 1.05% | $532.5万 | 9.6万股 | $424.9万 | 8.5万股 | +1.1万股+12.40% | 加仓 |
| IiShares安硕信托IVV |
| 0.96% | 1.01% | $468.6万 | 6,257股 | $409.4万 | 6,268股 | -11股-0.18% | 减仓 |
 Phillips 66PSX |
| 0.92% | 1.14% | $449.1万 | 2.7万股 | $460.6万 | 2.5万股 | +1,284股+5.08% | 加仓 |
 埃克森美孚XOM |
| 0.85% | 1.3% | $414.0万 | 3.0万股 | $524.8万 | 3.1万股 | -649股-2.10% | 减仓 |
 摩根大通JPM |
| 0.72% | 0.77% | $352.7万 | 1.1万股 | $312.2万 | 1.1万股 | +161股+1.52% | 加仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.42% | 0.49% | $203.2万 | 1.0万股 | $198.0万 | 9,819股 | +276股+2.81% | 加仓 |
 安桥ENB |
| 0.41% | 0.48% | $200.8万 | 3.7万股 | $195.9万 | 3.6万股 | +855股+2.36% | 加仓 |
 SOUTHWEST GASSWX |
| 0.41% | 0.47% | $200.2万 | 2.3万股 | $191.1万 | 2.2万股 | +582股+2.65% | 加仓 |
 辉瑞PFE |
| 0.4% | 0.58% | $194.0万 | 8.1万股 | $233.6万 | 8.3万股 | -2,611股-3.14% | 减仓 |
 HUNTINGTON INGALLS INDS COMHII |
| 0.38% | 0.6% | $184.8万 | 6,603股 | $241.5万 | 6,358股 | +245股+3.85% | 加仓 |
 威廉姆斯WMB |
| 0.34% | 0.4% | $166.6万 | 2.2万股 | $160.1万 | 2.2万股 | +410股+1.86% | 加仓 |
 空气化工APD |
| 0.32% | 0.37% | $154.6万 | 5,274股 | $148.7万 | 5,119股 | +155股+3.03% | 加仓 |
 可口可乐KO |
| 0.32% | 0.35% | $153.8万 | 1.9万股 | $140.3万 | 1.8万股 | +486股+2.64% | 加仓 |
 杜克能源DUK |
| 0.31% | 0.38% | $151.9万 | 1.2万股 | $152.1万 | 1.2万股 | +382股+3.29% | 加仓 |
 星巴克SBUX |
| 0.31% | 0.31% | $149.5万 | 1.5万股 | $126.4万 | 1.4万股 | +521股+3.69% | 加仓 |
 贝莱德·INC COMBLK |
| 0.3% | 0.35% | $147.3万 | 1,532股 | $142.9万 | 1,486股 | +46股+3.10% | 加仓 |
| IiShares安硕信托IEFA |
| 0.3% | 0.34% | $146.3万 | 1.5万股 | $137.2万 | 1.5万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.3% | 0.31% | $145.3万 | 5,020股 | $127.4万 | 5,019股 | +1股+0.02% | 加仓 |
 联合包裹UPSUPS |
| 0.29% | 0.31% | $141.3万 | 1.3万股 | $124.1万 | 1.3万股 | +525股+4.16% | 加仓 |
 SEAPORT ENTMT GROUP INC COMMON STOCKSEG |
| 0.27% | 0.25% | $130.6万 | 4.9万股 | $102.4万 | 4.8万股 | +1,415股+2.97% | 加仓 |
 Genuine Parts Co ComGPC |
| 0.26% | 0.27% | $125.1万 | 1.1万股 | $108.4万 | 1.0万股 | +348股+3.39% | 加仓 |
 洛克希德马丁LMT |
| 0.24% | 0.33% | $116.0万 | 2,277股 | $132.9万 | 2,198股 | +79股+3.59% | 加仓 |
 美敦力MDT |
| 0.22% | 0.28% | $107.4万 | 1.4万股 | $114.5万 | 1.3万股 | +512股+3.88% | 加仓 |
| CCALUMETCLMT |
| 0.21% | 0.25% | $104.4万 | 2.9万股 | $102.1万 | 2.8万股 | +540股+1.90% | 加仓 |
| AAPA公司APA |
| 0.21% | 0.33% | $103.5万 | 3.2万股 | $134.8万 | 3.2万股 | +4股+0.01% | 加仓 |
| O宏盟集团OMC |
| 0.21% | 0.25% | $101.6万 | 1.4万股 | $103.0万 | 1.4万股 | +283股+2.07% | 加仓 |
 强生JNJ |
| 0.19% | 0.22% | $94.3万 | 3,712股 | $90.7万 | 3,712股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.18% | 0.19% | $88.2万 | 1.1万股 | $77.2万 | 1.1万股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 0.18% | 0.2% | $85.8万 | 8,722股 | $80.3万 | 8,722股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.17% | 0.18% | $81.8万 | 2,321股 | $74.6万 | 2,267股 | +54股+2.38% | 加仓 |
