 沃尔玛WMT |
| 3.97% | 3.57% | $495.0万 | 5.5万股 | $470.9万 | 5.8万股 | -3,521股-6.04% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 3.8% | 2.91% | $472.7万 | 17.3万股 | $384.1万 | 17.4万股 | -1,357股-0.78% | 减仓 |
 思科CSCO |
| 3.54% | 3% | $440.8万 | 7.4万股 | $395.6万 | 7.4万股 | +118股+0.16% | 加仓 |
 微软MSFT |
| 3.44% | 3.26% | $427.8万 | 1.0万股 | $430.6万 | 1.0万股 | +143股+1.43% | 加仓 |
 INGREDION COMINGR |
| 3.38% | 3.2% | $420.6万 | 3.1万股 | $422.2万 | 3.1万股 | -146股-0.48% | 减仓 |
 联邦快递FDX |
| 3.32% | 2.96% | $413.5万 | 1.5万股 | $390.9万 | 1.4万股 | +416股+2.91% | 加仓 |
 甲骨文ORCL |
| 3.32% | 3.46% | $413.3万 | 2.5万股 | $456.8万 | 2.7万股 | -2,009股-7.49% | 减仓 |
 康宁GLW |
| 3.25% | 3.07% | $404.9万 | 8.5万股 | $405.8万 | 9.0万股 | -4,677股-5.20% | 减仓 |
 EVERGY COMEVRG |
| 3.17% | 3% | $395.4万 | 6.4万股 | $396.4万 | 6.4万股 | +316股+0.49% | 加仓 |
 杜克能源DUK |
| 2.88% | 2.88% | $358.5万 | 3.3万股 | $379.8万 | 3.3万股 | +333股+1.01% | 加仓 |
 百时美施贵宝BMY |
| 2.81% | 2.41% | $350.0万 | 6.2万股 | $318.5万 | 6.2万股 | +326股+0.53% | 加仓 |
| T泰森食品TSN |
| 2.77% | 2.67% | $345.3万 | 6.0万股 | $351.9万 | 5.9万股 | +1,047股+1.77% | 加仓 |
 威瑞森VZ |
| 2.74% | 2.86% | $341.4万 | 8.5万股 | $377.2万 | 8.4万股 | +1,380股+1.64% | 加仓 |
 迪士尼DIS |
| 2.71% | 2.14% | $337.0万 | 3.0万股 | $283.0万 | 2.9万股 | +839股+2.85% | 加仓 |
 金佰利KMB |
| 2.67% | 2.67% | $332.2万 | 2.5万股 | $351.8万 | 2.5万股 | +626股+2.53% | 加仓 |
 通用动力GD |
| 2.6% | 2.7% | $323.6万 | 1.2万股 | $356.0万 | 1.2万股 | +502股+4.26% | 加仓 |
| B巴里克黄金GOLD |
| 2.55% | 3.18% | $317.4万 | 20.5万股 | $419.9万 | 21.1万股 | -6,358股-3.01% | 减仓 |
 美敦力MDT |
| 2.54% | 2.66% | $316.7万 | 4.0万股 | $350.6万 | 3.9万股 | +708股+1.82% | 加仓 |
 斯伦贝谢SLB |
| 2.51% | 2.4% | $312.4万 | 8.1万股 | $316.8万 | 7.6万股 | +5,956股+7.89% | 加仓 |
 百事可乐PEP |
| 2.43% | 2.46% | $302.3万 | 2.0万股 | $324.8万 | 1.9万股 | +780股+4.08% | 加仓 |
 JacobsJ |
| 2.39% | — | $297.3万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 强生JNJ |
| 2.36% | 2.36% | $294.0万 | 2.0万股 | $311.1万 | 1.9万股 | +1,134股+5.91% | 加仓 |
 默沙东MRK |
| 2.34% | 2.3% | $290.9万 | 2.9万股 | $303.8万 | 2.7万股 | +2,485股+9.29% | 加仓 |
 雪佛龙CVX |
| 2.18% | 2.01% | $271.4万 | 1.9万股 | $265.9万 | 1.8万股 | +687股+3.81% | 加仓 |
 辉瑞PFE |
| 2.03% | 2.46% | $252.2万 | 9.5万股 | $324.1万 | 11.2万股 | -1.7万股-15.11% | 减仓 |
 纽蒙特NEM |
| 1.94% | 3.41% | $241.7万 | 6.5万股 | $449.8万 | 8.4万股 | -1.9万股-22.84% | 减仓 |
| CCONAGRA BRANDSCAG |
| 1.93% | — | $240.2万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
 BORGWARNERBWA |
| 1.73% | 2.69% | $214.9万 | 6.8万股 | $355.0万 | 9.8万股 | -3.0万股-30.89% | 减仓 |
| PPIMCO太平洋投资管理ETFBILZ |
| 1.49% | 0.65% | $185.0万 | 1.8万股 | $86.2万 | 8,520股 | +9,825股+115.32% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.39% | 1.34% | $173.5万 | 9,901股 | $176.4万 | 9,845股 | +56股+0.57% | 加仓 |
 NUTRIENNTR |
| 1.27% | 2.13% | $158.7万 | 3.5万股 | $280.9万 | 5.8万股 | -2.3万股-39.32% | 减仓 |
 德文能源DVN |
| 1.24% | 2.17% | $154.9万 | 4.7万股 | $286.6万 | 7.3万股 | -2.6万股-35.40% | 减仓 |
| SSPDR黄金信托GLD |
| 1% | 0.95% | $124.3万 | 5,135股 | $124.8万 | 5,135股 | 00.00% | 持仓不变 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.79% | 0.76% | $98.9万 | 2,560股 | $99.9万 | 2,699股 | -139股-5.15% | 减仓 |
 CORTEVA COMCTVA |
| 0.71% | 0.69% | $88.8万 | 1.6万股 | $90.5万 | 1.5万股 | +195股+1.27% | 加仓 |
| HHAEMONETICS MASSHAE |
| 0.68% | 0.62% | $85.1万 | 1.1万股 | $81.8万 | 1.0万股 | +730股+7.18% | 加仓 |
| SSCOTTS MIRACLE-GROSMG |
| 0.63% | 0.82% | $78.7万 | 1.2万股 | $108.5万 | 1.3万股 | -639股-5.11% | 减仓 |
 谷歌AGOOGL |
| 0.6% | 0.45% | $75.0万 | 3,961股 | $58.9万 | 3,549股 | +412股+11.61% | 加仓 |
| MMATRIX SVC CO COMMTRX |
| 0.59% | 0.54% | $73.8万 | 6.2万股 | $71.0万 | 6.2万股 | +76股+0.12% | 加仓 |
 CULLEN FROST BANKERSCFR |
| 0.56% | 0.44% | $70.2万 | 5,232股 | $58.6万 | 5,240股 | -8股-0.15% | 减仓 |
 GE VernovaGEV |
| 0.56% | 0.46% | $69.5万 | 2,114股 | $61.1万 | 2,395股 | -281股-11.73% | 减仓 |
 嘉信理财SCHW |
| 0.55% | 0.46% | $68.8万 | 9,296股 | $60.4万 | 9,321股 | -25股-0.27% | 减仓 |
 波音BA |
| 0.51% | 0.27% | $63.0万 | 3,562股 | $35.8万 | 2,357股 | +1,205股+51.12% | 加仓 |
 家得宝HD |
| 0.48% | 0.49% | $60.0万 | 1,542股 | $64.3万 | 1,588股 | -46股-2.90% | 减仓 |
 苹果AAPL |
| 0.46% | 0.37% | $57.4万 | 2,293股 | $49.4万 | 2,121股 | +172股+8.11% | 加仓 |
 TARGET COMTGT |
| 0.46% | 0.46% | $57.1万 | 4,227股 | $61.4万 | 3,937股 | +290股+7.37% | 加仓 |
 RED ROCK RESORTSRRR |
| 0.44% | — | $54.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| CCSW INDUSTRIALSCSW |
| 0.42% | — | $52.9万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
 REVVITYRVTY |
| 0.42% | 0.41% | $52.2万 | 4,678股 | $54.7万 | 4,283股 | +395股+9.22% | 加仓 |
 西方石油OXY |
| 0.41% | 0.36% | $51.3万 | 1.0万股 | $47.1万 | 9,139股 | +1,250股+13.68% | 加仓 |
