 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 3.97% | 3.92% | $1.29亿 | 380.4万股 | $1.17亿 | 388.6万股 | -8.1万股-2.09% | 减仓 |
 SOUTHWEST AIRLS COMLUV |
| 3.87% | 2.52% | $1.26亿 | 244.2万股 | $7,521.4万 | 200.2万股 | +44.0万股+21.96% | 加仓 |
| BBANK OF AMERBAC |
| 3.58% | 3.37% | $1.16亿 | 203.8万股 | $1.01亿 | 206.6万股 | -2.7万股-1.32% | 减仓 |
| AAMERICAN AIRLINESAAL |
| 3.31% | — | $1.08亿 | 595.3万股 | $0 | 0股 | +595.3万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 3.14% | 3.2% | $1.02亿 | 20.4万股 | $9,559.3万 | 19.9万股 | +4,418股+2.21% | 加仓 |
| Q高通QCOM |
| 3.12% | 1.83% | $1.01亿 | 54.8万股 | $5,470.5万 | 42.5万股 | +12.3万股+28.96% | 加仓 |
 Elevance健康ELV |
| 2.9% | — | $9,415.0万 | 24.3万股 | $0 | 0股 | +24.3万股 | 新买入 |
 迪士尼DIS |
| 2.87% | 3.13% | $9,315.4万 | 96.8万股 | $9,353.1万 | 97.0万股 | -2,606股-0.27% | 减仓 |
 OWENS CORNING NEW COMOC |
| 2.86% | 2.15% | $9,293.3万 | 58.5万股 | $6,410.2万 | 59.2万股 | -7,701股-1.30% | 减仓 |
 辉瑞PFE |
| 2.83% | 2.7% | $9,198.8万 | 382.0万股 | $8,060.1万 | 287.0万股 | +95.0万股+33.09% | 加仓 |
 VistraVST |
| 2.82% | 2.42% | $9,159.1万 | 57.7万股 | $7,212.3万 | 48.0万股 | +9.8万股+20.35% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 2.78% | — | $9,019.2万 | 44.7万股 | $0 | 0股 | +44.7万股 | 新买入 |
| QQXOQXO |
| 2.77% | 2.56% | $8,982.8万 | 519.8万股 | $7,631.7万 | 393.0万股 | +126.9万股+32.28% | 加仓 |
 波音BA |
| 2.71% | 2.37% | $8,811.6万 | 40.7万股 | $7,065.7万 | 35.5万股 | +5.2万股+14.66% | 加仓 |
 联合包裹UPSUPS |
| 2.65% | 2.4% | $8,619.0万 | 80.2万股 | $7,162.7万 | 72.8万股 | +7.4万股+10.12% | 加仓 |
| C花旗集团C |
| 2.65% | 2.94% | $8,616.4万 | 61.6万股 | $8,773.4万 | 77.4万股 | -15.8万股-20.42% | 减仓 |
 因赛特INCY |
| 2.64% | 2.42% | $8,589.5万 | 75.8万股 | $7,226.8万 | 76.8万股 | -1.0万股-1.32% | 减仓 |
 SMURFIT WESTROCK SHSSW |
| 2.61% | 2.02% | $8,492.5万 | 183.6万股 | $6,013.9万 | 150.9万股 | +32.7万股+21.65% | 加仓 |
 亚马逊AMZN |
| 2.57% | 2.64% | $8,345.1万 | 35.0万股 | $7,890.8万 | 37.9万股 | -2.9万股-7.59% | 减仓 |
 EQTEQT |
| 2.56% | 2.64% | $8,322.6万 | 156.5万股 | $7,863.1万 | 123.6万股 | +33.0万股+26.69% | 加仓 |
 谷歌AGOOGL |
| 2.56% | 2.46% | $8,318.4万 | 23.3万股 | $7,352.1万 | 25.6万股 | -2.3万股-8.96% | 减仓 |
| T赛默飞世尔TMO |
| 2.55% | — | $8,288.4万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
 BP SPONSORED ADRBP |
| 2.55% | 2.63% | $8,281.7万 | 224.1万股 | $7,856.9万 | 167.2万股 | +57.0万股+34.08% | 加仓 |
| O宏盟集团OMC |
| 2.53% | 2.13% | $8,226.9万 | 113.0万股 | $6,348.3万 | 84.3万股 | +28.7万股+34.00% | 加仓 |
 恩智浦NXPI |
| 2.48% | 2.71% | $8,057.1万 | 28.7万股 | $8,084.1万 | 41.1万股 | -12.4万股-30.18% | 减仓 |
 再生元REGN |
| 2.44% | 3.91% | $7,918.6万 | 12.7万股 | $1.17亿 | 15.1万股 | -2.4万股-15.88% | 减仓 |
 通用汽车GM |
| 2.43% | 2.59% | $7,894.4万 | 102.4万股 | $7,728.3万 | 103.7万股 | -1.3万股-1.27% | 减仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 2.42% | 2.67% | $7,868.6万 | 97.0万股 | $7,970.8万 | 98.5万股 | -1.5万股-1.54% | 减仓 |
 MOHAWK INDSMHK |
| 2.37% | 2.12% | $7,696.4万 | 63.4万股 | $6,326.4万 | 64.3万股 | -8,201股-1.28% | 减仓 |
 WELLS FARGO NEWWFC |
| 2.27% | 2.41% | $7,362.8万 | 89.1万股 | $7,184.2万 | 90.2万股 | -1.1万股-1.27% | 减仓 |
| GGE医疗GEHC |
| 2.21% | 2.85% | $7,164.0万 | 111.9万股 | $8,489.9万 | 119.3万股 | -7.4万股-6.17% | 减仓 |
 CSX铁路CSX |
| 2.15% | 2.75% | $6,998.5万 | 147.2万股 | $8,218.9万 | 200.2万股 | -53.0万股-26.46% | 减仓 |
 NATIONAL FUEL GASNFG |
| 2.15% | — | $6,970.3万 | 90.3万股 | $0 | 0股 | +90.3万股 | 新买入 |
 捷迈邦美ZBH |
| 2.11% | 3.19% | $6,840.7万 | 79.5万股 | $9,514.0万 | 105.2万股 | -25.8万股-24.48% | 减仓 |
 Genuine Parts Co ComGPC |
| 2.1% | — | $6,835.1万 | 57.9万股 | $0 | 0股 | +57.9万股 | 新买入 |
 甲骨文ORCL |
| 2.05% | — | $6,663.7万 | 45.5万股 | $0 | 0股 | +45.5万股 | 新买入 |
 美敦力MDT |
| 2.02% | 2.4% | $6,560.2万 | 83.9万股 | $7,150.7万 | 82.5万股 | +1.3万股+1.62% | 加仓 |
 KYNDRYLKD |
| 0.87% | 1.82% | $2,832.4万 | 250.4万股 | $5,442.2万 | 414.8万股 | -164.4万股-39.62% | 减仓 |
 美国包装PKG |
| 0.45% | 0.39% | $1,454.1万 | 6.1万股 | $1,161.9万 | 5.5万股 | +6,275股+11.46% | 加仓 |
 雪佛龙CVX |
| 0.07% | 0.07% | $223.4万 | 1.3万股 | $203.9万 | 9,855股 | +3,620股+36.73% | 加仓 |
