 英伟达NVDA |
| 4.83% | 4.81% | $3,201.6万 | 16.0万股 | $2,842.8万 | 16.3万股 | -2,999股-1.84% | 减仓 |
 CrowdStrikeCRWD |
| 4.42% | 2.87% | $2,924.4万 | 3.8万股 | $1,695.0万 | 4.3万股 | -5,094股-11.73% | 减仓 |
 卡地纳健康CAH |
| 4.04% | 3.9% | $2,676.7万 | 11.3万股 | $2,303.7万 | 10.9万股 | +3,656股+3.35% | 加仓 |
| EELEMENT SOLUTIONSESI |
| 3.91% | 3.38% | $2,587.0万 | 54.2万股 | $1,995.7万 | 58.5万股 | -4.3万股-7.32% | 减仓 |
 TARGET COMTGT |
| 3.89% | 3.97% | $2,574.6万 | 19.7万股 | $2,347.3万 | 19.4万股 | +3,453股+1.78% | 加仓 |
 Arista网络ANET |
| 3.84% | 3.27% | $2,541.6万 | 15.0万股 | $1,933.8万 | 15.7万股 | -7,887股-5.01% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 3.4% | 2.89% | $2,252.3万 | 7.8万股 | $1,708.1万 | 8.1万股 | -2,790股-3.46% | 减仓 |
 NISOURCE COMNI |
| 3.37% | 3.7% | $2,228.5万 | 46.9万股 | $2,189.2万 | 46.9万股 | -507股-0.11% | 减仓 |
 XCEL ENERGY COMXEL |
| 3.33% | 3.6% | $2,202.7万 | 27.4万股 | $2,124.8万 | 26.7万股 | +6,835股+2.56% | 加仓 |
| N新纪元能源NEE |
| 3.2% | 3.74% | $2,115.9万 | 24.1万股 | $2,211.1万 | 23.8万股 | +3,023股+1.27% | 加仓 |
 CALIFORNIA WTR SVC GROUP COMCWT |
| 3.13% | 3.16% | $2,075.9万 | 42.7万股 | $1,866.7万 | 41.2万股 | +1.5万股+3.64% | 加仓 |
 EVERSOURCE ENERGYES |
| 3% | — | $1,988.5万 | 27.5万股 | $0 | 0股 | +27.5万股 | 新买入 |
 HSBC SPON ADR NEWHSBC |
| 2.99% | 2.86% | $1,979.5万 | 20.8万股 | $1,690.5万 | 20.5万股 | +3,236股+1.58% | 加仓 |
 强生JNJ |
| 2.87% | — | $1,902.8万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 KeyCorpKEY |
| 2.87% | 2.83% | $1,899.6万 | 82.4万股 | $1,674.8万 | 83.5万股 | -1.1万股-1.34% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 2.81% | — | $1,863.2万 | 14.2万股 | $0 | 0股 | +14.2万股 | 新买入 |
 MDU RESMDU |
| 2.78% | — | $1,841.6万 | 86.8万股 | $0 | 0股 | +86.8万股 | 新买入 |
 NATIONAL GRID SPONSORED ADR NENGG |
| 2.75% | 3.05% | $1,824.2万 | 22.0万股 | $1,801.3万 | 21.3万股 | +7,202股+3.38% | 加仓 |
 VistraVST |
| 2.72% | 2.83% | $1,801.9万 | 11.4万股 | $1,671.4万 | 11.1万股 | +2,411股+2.17% | 加仓 |
 星座能源CEG |
| 2.63% | 3.15% | $1,743.6万 | 7.0万股 | $1,863.6万 | 6.7万股 | +3,469股+5.20% | 加仓 |
 好市多COST |
| 2.6% | 2.99% | $1,724.5万 | 1.8万股 | $1,768.1万 | 1.8万股 | +690股+3.89% | 加仓 |
 FRANCO NEVFNV |
| 2.47% | — | $1,632.8万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 HERSHEY COMHSY |
| 2.25% | 2.5% | $1,489.5万 | 8.5万股 | $1,477.7万 | 7.1万股 | +1.4万股+19.44% | 加仓 |
| FFIVE BELOWFIVE |
| 2.22% | 2.77% | $1,471.7万 | 8.2万股 | $1,637.0万 | 7.2万股 | +1.0万股+14.25% | 加仓 |
 WARNER MUSICWMG |
| 2.15% | — | $1,423.6万 | 52.6万股 | $0 | 0股 | +52.6万股 | 新买入 |
 ROKU COM CL AROKU |
| 1.49% | 3.12% | $988.6万 | 7.2万股 | $1,841.0万 | 19.5万股 | -12.3万股-63.22% | 减仓 |
 西部数据WDC |
| 1.45% | 1.02% | $958.6万 | 1.5万股 | $601.3万 | 2.2万股 | -7,220股-32.48% | 减仓 |
| SSCORPIO TANKERS SHSSTNG |
| 1.31% | — | $869.9万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 CVS健康CVS |
| 1.21% | 0.95% | $799.8万 | 7.7万股 | $558.7万 | 7.8万股 | -487股-0.63% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 1.14% | — | $757.0万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
 苹果AAPL |
| 1.1% | 1.11% | $728.5万 | 2.5万股 | $655.1万 | 2.6万股 | -637股-2.47% | 减仓 |
 LLOYDS BANKING SPONSORED ADRLYG |
| 1% | 0.96% | $663.5万 | 113.8万股 | $565.6万 | 112.4万股 | +1.4万股+1.22% | 加仓 |
 APPLE HOSPITALITY REITAPLE |
| 1% | — | $660.1万 | 39.3万股 | $0 | 0股 | +39.3万股 | 新买入 |
| BBRINKER INTLEAT |
| 0.98% | — | $646.6万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 沃尔玛WMT |
| 0.96% | 1.13% | $632.9万 | 5.6万股 | $665.3万 | 5.4万股 | +2,345股+4.38% | 加仓 |
| IIAMGOLDIAG |
| 0.92% | — | $611.2万 | 38.6万股 | $0 | 0股 | +38.6万股 | 新买入 |
 惠顿贵金属WPM |
| 0.89% | 1.1% | $588.5万 | 5.2万股 | $651.6万 | 5.0万股 | +2,653股+5.33% | 加仓 |
 CF INDSCF |
| 0.85% | — | $566.0万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| TTAL EDTAL |
| 0.85% | 0.98% | $561.9万 | 58.7万股 | $580.9万 | 51.1万股 | +7.6万股+14.93% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.42% | 0.29% | $274.9万 | 6,370股 | $172.2万 | 1.0万股 | -4,119股-39.27% | 减仓 |
 阿斯麦ASML |
| 0.28% | 0.2% | $182.4万 | 917股 | $116.8万 | 884股 | +33股+3.73% | 加仓 |
 高盛GS |
| 0.27% | 0.25% | $179.1万 | 1,771股 | $145.3万 | 1,717股 | +54股+3.15% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.27% | 0.24% | $176.2万 | 4,987股 | $138.9万 | 4,843股 | +144股+2.97% | 加仓 |
 CULLEN FROST BANKERSCFR |
| 0.23% | 0.22% | $154.0万 | 9,965股 | $128.0万 | 9,335股 | +630股+6.75% | 加仓 |
| F第一信托·EXCHANGE-TRADED ALPFTC |
| 0.21% | 0.18% | $136.3万 | 7,035股 | $108.6万 | 7,048股 | -13股-0.18% | 减仓 |
 美国合众银行USB |
| 0.2% | — | $131.4万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.2% | 0.18% | $129.7万 | 1.6万股 | $106.6万 | 1.5万股 | +910股+6.21% | 加仓 |
 VisaV |
| 0.19% | 0.17% | $124.4万 | 3,625股 | $102.3万 | 3,386股 | +239股+7.06% | 加仓 |
 飞塔FTNT |
| 0.19% | 0.14% | $124.2万 | 8,082股 | $85.4万 | 1.0万股 | -2,363股-22.62% | 减仓 |
 福克斯FOXA |
| 0.19% | 0.21% | $123.5万 | 2.6万股 | $124.3万 | 2.3万股 | +2,948股+12.59% | 加仓 |
