 美光科技MU |
| 5.7% | 2.78% | $1.76亿 | 15.3万股 | $7,706.6万 | 22.8万股 | -7.5万股-33.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.56% | 4.13% | $1.41亿 | 39.9万股 | $1.15亿 | 39.9万股 | -271股-0.07% | 减仓 |
 博通AVGO |
| 3.54% | 3.23% | $1.10亿 | 29.0万股 | $8,968.1万 | 29.0万股 | +250股+0.09% | 加仓 |
 可口可乐KO |
| 3.42% | 3.56% | $1.06亿 | 130.0万股 | $9,883.1万 | 130.0万股 | +807股+0.06% | 加仓 |
 英伟达NVDA |
| 3.33% | 3.24% | $1.03亿 | 51.4万股 | $8,976.2万 | 51.5万股 | -194股-0.04% | 减仓 |
 思科CSCO |
| 3.14% | 2.41% | $9,698.1万 | 82.6万股 | $6,683.3万 | 86.1万股 | -3.6万股-4.15% | 减仓 |
 艾伯维ABBV |
| 2.78% | 2.65% | $8,591.5万 | 34.1万股 | $7,354.6万 | 33.8万股 | +3,260股+0.96% | 加仓 |
 微软MSFT |
| 2.64% | 2.8% | $8,168.7万 | 21.9万股 | $7,769.5万 | 21.0万股 | +9,100股+4.34% | 加仓 |
 苹果AAPL |
| 2.45% | 2.33% | $7,568.8万 | 26.2万股 | $6,454.0万 | 25.4万股 | +7,266股+2.86% | 加仓 |
 阿斯利康AZN |
| 2.43% | 2.75% | $7,507.9万 | 39.6万股 | $7,637.6万 | 38.7万股 | +8,717股+2.25% | 加仓 |
 摩根大通JPM |
| 2.38% | 2.33% | $7,368.4万 | 22.5万股 | $6,476.3万 | 22.0万股 | +4,944股+2.25% | 加仓 |
 BWX科技BWXT |
| 2.37% | 2.89% | $7,341.0万 | 37.7万股 | $8,022.7万 | 39.2万股 | -1.5万股-3.87% | 减仓 |
 VisaV |
| 2.31% | 2.16% | $7,137.2万 | 20.8万股 | $5,979.0万 | 19.8万股 | +1.0万股+5.16% | 加仓 |
 CHUBB LIMITEDCB |
| 2.2% | 2.33% | $6,806.4万 | 20.0万股 | $6,450.3万 | 19.8万股 | +1,851股+0.94% | 加仓 |
 CORTEVA COMCTVA |
| 2.11% | 2.32% | $6,511.0万 | 76.9万股 | $6,441.0万 | 76.9万股 | -641股-0.08% | 减仓 |
 甲骨文ORCL |
| 1.88% | 2.09% | $5,803.3万 | 39.6万股 | $5,783.2万 | 39.3万股 | +2,875股+0.73% | 加仓 |
 强生JNJ |
| 1.85% | 1.92% | $5,709.0万 | 22.5万股 | $5,320.6万 | 21.8万股 | +7,129股+3.28% | 加仓 |
 PROGRESSIVEPGR |
| 1.79% | 1.75% | $5,544.1万 | 25.4万股 | $4,860.0万 | 24.5万股 | +8,633股+3.52% | 加仓 |
 美国电力AEP |
| 1.74% | 1.86% | $5,372.6万 | 39.3万股 | $5,168.7万 | 39.4万股 | -1,610股-0.41% | 减仓 |
 美国运通AXP |
| 1.73% | 1.71% | $5,355.8万 | 15.8万股 | $4,747.5万 | 15.7万股 | +1,388股+0.88% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.66% | 2.4% | $5,129.5万 | 10.1万股 | $6,664.8万 | 9.8万股 | +3,025股+3.10% | 加仓 |
 波音BA |
| 1.66% | 1.6% | $5,118.2万 | 23.6万股 | $4,442.9万 | 22.3万股 | +1.3万股+5.92% | 加仓 |
 Phillips 66PSX |
| 1.61% | 1.94% | $4,970.3万 | 29.4万股 | $5,374.9万 | 29.5万股 | -1,016股-0.34% | 减仓 |
| T赛默飞世尔TMO |
| 1.5% | 1.56% | $4,633.3万 | 9.2万股 | $4,318.3万 | 8.8万股 | +4,559股+5.19% | 加仓 |
| SSAIASAIA |
| 1.41% | 1.32% | $4,355.0万 | 10.3万股 | $3,672.9万 | 10.5万股 | -1,154股-1.10% | 减仓 |
 雪佛龙CVX |
| 1.41% | 1.95% | $4,345.5万 | 26.2万股 | $5,398.3万 | 26.1万股 | +1,240股+0.48% | 加仓 |
 优步UBER |
| 1.37% | 1.09% | $4,224.3万 | 58.5万股 | $3,010.1万 | 41.8万股 | +16.7万股+39.89% | 加仓 |
 Roper科技ROP |
| 1.34% | 1.59% | $4,141.5万 | 12.2万股 | $4,414.7万 | 12.5万股 | -2,372股-1.90% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 1.33% | 1.44% | $4,114.6万 | 71.1万股 | $3,982.0万 | 69.1万股 | +2.1万股+2.97% | 加仓 |
 INGREDION COMINGR |
| 1.24% | 1.63% | $3,838.8万 | 40.5万股 | $4,519.0万 | 40.1万股 | +4,196股+1.05% | 加仓 |
 AMETEK COMAME |
| 1.14% | 1.09% | $3,540.0万 | 14.6万股 | $3,014.4万 | 14.1万股 | +5,696股+4.05% | 加仓 |
| O宏盟集团OMC |
| 1.12% | 1.03% | $3,474.0万 | 47.7万股 | $2,845.4万 | 37.8万股 | +9.9万股+26.25% | 加仓 |
 Elevance健康ELV |
| 1.12% | 0.95% | $3,472.6万 | 9.0万股 | $2,643.8万 | 9.0万股 | -513股-0.57% | 减仓 |
 YUM BRANDS COMYUM |
| 1.1% | 1.12% | $3,396.1万 | 21.2万股 | $3,111.1万 | 20.0万股 | +1.2万股+6.17% | 加仓 |
 SEMPRA COMSRE |
| 1.05% | 1.18% | $3,257.7万 | 35.1万股 | $3,270.6万 | 33.7万股 | +1.5万股+4.40% | 加仓 |
 家得宝HD |
| 1.04% | 1.03% | $3,226.5万 | 9.1万股 | $2,866.7万 | 8.7万股 | +4,322股+4.96% | 加仓 |
 JacobsJ |
| 0.95% | 1% | $2,942.0万 | 23.3万股 | $2,778.5万 | 21.8万股 | +1.5万股+6.96% | 加仓 |
| SSS&C TECHSSNC |
| 0.93% | 1.06% | $2,880.5万 | 46.4万股 | $2,927.9万 | 43.3万股 | +3.1万股+7.13% | 加仓 |
 EAST WEST BANCORPEWBC |
| 0.9% | 0.84% | $2,786.3万 | 21.6万股 | $2,334.1万 | 21.9万股 | -2,787股-1.27% | 减仓 |
| T泰森食品TSN |
| 0.9% | 1.07% | $2,773.6万 | 48.4万股 | $2,962.8万 | 46.2万股 | +2.2万股+4.77% | 加仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.82% | 0.82% | $2,541.0万 | 32.1万股 | $2,286.7万 | 31.5万股 | +5,558股+1.76% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.81% | 1.59% | $2,519.0万 | 59.0万股 | $4,418.2万 | 70.4万股 | -11.4万股-16.17% | 减仓 |
 通用汽车GM |
| 0.79% | 0.86% | $2,435.0万 | 31.6万股 | $2,392.6万 | 32.1万股 | -5,249股-1.63% | 减仓 |
 空气化工APD |
| 0.78% | 0.82% | $2,427.3万 | 8.3万股 | $2,279.5万 | 7.8万股 | +4,320股+5.51% | 加仓 |
 宝洁PG |
| 0.76% | 0.78% | $2,359.1万 | 16.1万股 | $2,154.0万 | 14.9万股 | +1.2万股+7.88% | 加仓 |
| AAT&TT |
| 0.75% | 1.16% | $2,326.2万 | 112.4万股 | $3,218.0万 | 111.0万股 | +1.4万股+1.24% | 加仓 |
 OUTFRONT MEDIAOUT |
| 0.67% | 1.05% | $2,081.7万 | 63.5万股 | $2,917.0万 | 110.1万股 | -46.5万股-42.27% | 减仓 |
 威瑞森VZ |
| 0.67% | 0.82% | $2,060.3万 | 48.7万股 | $2,267.1万 | 45.2万股 | +3.5万股+7.75% | 加仓 |
 埃森哲ACN |
| 0.63% | 1.1% | $1,936.4万 | 15.6万股 | $3,041.0万 | 15.3万股 | +2,248股+1.47% | 加仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.62% | 0.52% | $1,901.8万 | 7.2万股 | $1,440.4万 | 6.9万股 | +3,350股+4.86% | 加仓 |
