 卡特彼勒CAT |
| 10.57% | 8.13% | $154.51亿 | 1,450.9万股 | $103.19亿 | 1,456.5万股 | -5.5万股-0.38% | 减仓 |
 礼来LLY |
| 8.83% | 7.8% | $129.05亿 | 1,075.9万股 | $98.96亿 | 1,075.9万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 5.49% | 6.09% | $80.23亿 | 3,159.1万股 | $77.22亿 | 3,159.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 4.63% | 4.7% | $67.60亿 | 2,336.1万股 | $59.63亿 | 2,349.7万股 | -13.6万股-0.58% | 减仓 |
 ILLINOIS TOOLITW |
| 3.89% | 4.31% | $56.88亿 | 2,103.0万股 | $54.74亿 | 2,103.0万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 3.75% | 2.87% | $54.87亿 | 275.8万股 | $36.43亿 | 275.8万股 | 00.00% | 持仓不变 |
 纽柯钢铁NUE |
| 3.69% | 3.23% | $53.92亿 | 2,420.7万股 | $40.93亿 | 2,420.7万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 3.02% | 3.82% | $44.17亿 | 3,899.5万股 | $48.46亿 | 3,899.5万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 2.88% | 1.63% | $42.15亿 | 1,396.9万股 | $20.67亿 | 140.4万股 | +1,256.5万股+895.22% | 加仓 |
 埃克森美孚XOM |
| 2.86% | 4.08% | $41.73亿 | 3,052.0万股 | $51.78亿 | 3,052.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.64% | 3.02% | $38.65亿 | 1,036.0万股 | $38.35亿 | 1,036.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 2.64% | 2.44% | $38.52亿 | 1,077.8万股 | $30.99亿 | 1,077.8万股 | 00.00% | 持仓不变 |
 ARCHER DANIELS MIDLAND COMADM |
| 2.45% | 2.68% | $35.75亿 | 4,679.7万股 | $34.02亿 | 4,679.7万股 | 00.00% | 持仓不变 |
 空气化工APD |
| 2.38% | 2.71% | $34.71亿 | 1,184.1万股 | $34.40亿 | 1,184.1万股 | 00.00% | 持仓不变 |
 康宁GLW |
| 2.31% | 1.44% | $33.80亿 | 1,323.2万股 | $18.25亿 | 1,342.3万股 | -19.2万股-1.43% | 减仓 |
 英特尔INTC |
| 2.3% | 0.93% | $33.59亿 | 2,405.9万股 | $11.74亿 | 2,659.7万股 | -253.8万股-9.54% | 减仓 |
 WELLS FARGO NEWWFC |
| 2.25% | 2.5% | $32.86亿 | 3,975.8万股 | $31.65亿 | 3,975.8万股 | 00.00% | 持仓不变 |
 Vulcan材料VMC |
| 1.92% | 2.04% | $28.09亿 | 952.2万股 | $25.93亿 | 952.2万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 1.59% | 1.8% | $23.17亿 | 1,580.1万股 | $22.82亿 | 1,580.1万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 1.51% | 2.17% | $22.10亿 | 1,333.4万股 | $27.59亿 | 1,333.4万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 1.22% | 1.24% | $17.78亿 | 280.3万股 | $15.79亿 | 280.3万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 1.21% | 1.31% | $17.73亿 | 1,379.5万股 | $16.59亿 | 1,379.5万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.01% | 1.01% | $14.83亿 | 589.3万股 | $12.82亿 | 589.3万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 1.01% | 1.09% | $14.81亿 | 1,822.7万股 | $13.86亿 | 1,822.7万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.99% | 0.87% | $14.49亿 | 387.6万股 | $11.00亿 | 387.6万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.95% | 1.15% | $13.92亿 | 1,445.9万股 | $14.58亿 | 1,512.8万股 | -66.8万股-4.42% | 减仓 |
 辉瑞PFE |
| 0.9% | 1.21% | $13.13亿 | 5,450.9万股 | $15.31亿 | 5,450.9万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.9% | 0.67% | $13.12亿 | 440.3万股 | $8.55亿 | 440.3万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.88% | 0.91% | $12.85亿 | 793.4万股 | $11.52亿 | 793.4万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.84% | 1.1% | $12.33亿 | 1,358.7万股 | $13.95亿 | 1,358.7万股 | 00.00% | 持仓不变 |
 ZOETIS CL AZTS |
| 0.78% | 1.48% | $11.42亿 | 1,589.3万股 | $18.79亿 | 1,589.3万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.74% | 0.86% | $10.76亿 | 191.0万股 | $10.92亿 | 191.0万股 | 00.00% | 持仓不变 |
| R力拓BBP |
| 0.71% | 0.8% | $10.38亿 | 1,093.2万股 | $10.20亿 | 1,093.2万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.67% | 0.75% | $9.83亿 | 271.6万股 | $9.56亿 | 271.6万股 | 00.00% | 持仓不变 |
 M&T银行MTB |
| 0.67% | 0.67% | $9.81亿 | 412.3万股 | $8.52亿 | 412.3万股 | 00.00% | 持仓不变 |
 GATXGATX |
| 0.66% | 0.73% | $9.62亿 | 542.7万股 | $9.27亿 | 542.7万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 0.65% | 0.54% | $9.55亿 | 561.9万股 | $6.90亿 | 561.9万股 | 00.00% | 持仓不变 |
 ADT DELADT |
| 0.59% | 0.69% | $8.67亿 | 1.33亿股 | $8.76亿 | 1.33亿股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.57% | 0.6% | $8.36亿 | 583.9万股 | $7.65亿 | 583.9万股 | 00.00% | 持仓不变 |
 MCCORMICK & COM NON VTGMKC |
| 0.57% | 0.66% | $8.33亿 | 1,652.3万股 | $8.33亿 | 1,652.3万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.56% | 0.58% | $8.21亿 | 301.8万股 | $7.32亿 | 301.8万股 | 00.00% | 持仓不变 |
 DONALDSONDCI |
| 0.56% | 0.61% | $8.21亿 | 914.3万股 | $7.76亿 | 914.3万股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.56% | 0.59% | $8.19亿 | 365.7万股 | $7.43亿 | 365.7万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.55% | 1.04% | $7.98亿 | 305.9万股 | $13.22亿 | 305.9万股 | 00.00% | 持仓不变 |
 RENAISSANCERE COMRNR |
| 0.52% | 0.56% | $7.60亿 | 239.9万股 | $7.13亿 | 239.9万股 | 00.00% | 持仓不变 |
 北方信托NTRS |
| 0.49% | 0.46% | $7.21亿 | 414.5万股 | $5.79亿 | 414.5万股 | 00.00% | 持仓不变 |
 CORTEVA COMCTVA |
| 0.44% | 0.5% | $6.47亿 | 763.5万股 | $6.39亿 | 763.5万股 | 00.00% | 持仓不变 |
 HAGERTYHGTY |
| 0.42% | 0.43% | $6.17亿 | 5,180.0万股 | $5.45亿 | 5,180.0万股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.42% | 0.45% | $6.17亿 | 673.1万股 | $5.74亿 | 673.1万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.38% | $5.95亿 | 168.3万股 | $4.83亿 | 168.3万股 | 00.00% | 持仓不变 |
