 礼来LLY |
| 4.35% | 3.43% | $1,053.0万 | 8,779股 | $901.6万 | 9,802股 | -1,023股-10.44% | 减仓 |
 Meta平台META |
| 3.13% | 4.53% | $758.1万 | 1.3万股 | $1,191.1万 | 2.1万股 | -7,361股-35.36% | 减仓 |
 强生JNJ |
| 2.8% | 2.76% | $677.7万 | 2.7万股 | $725.4万 | 3.0万股 | -2,988股-10.07% | 减仓 |
 WELLTOWER COMWELL |
| 2.65% | 2.44% | $642.6万 | 2.8万股 | $639.9万 | 3.2万股 | -4,054股-12.53% | 减仓 |
 沃尔玛WMT |
| 2.63% | — | $636.8万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
 谷歌AGOOGL |
| 2.32% | 2.6% | $561.1万 | 1.6万股 | $683.1万 | 2.4万股 | -8,055股-33.91% | 减仓 |
 好市多COST |
| 2.21% | — | $534.5万 | 5,714股 | $0 | 0股 | +5,714股 | 新买入 |
| PPROLOGIS COMPLD |
| 2.17% | 2.29% | $525.5万 | 3.9万股 | $601.8万 | 4.6万股 | -6,744股-14.81% | 减仓 |
 艾伯维ABBV |
| 2.04% | 1.8% | $492.9万 | 2.0万股 | $474.2万 | 2.2万股 | -2,217股-10.17% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.82% | 2.06% | $440.3万 | 1.2万股 | $540.2万 | 1.9万股 | -6,368股-33.82% | 减仓 |
 宝洁PG |
| 1.82% | — | $439.6万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 联合健康UNH |
| 1.72% | 1.17% | $417.3万 | 1.0万股 | $307.4万 | 1.1万股 | -1,321股-11.63% | 减仓 |
 可口可乐KO |
| 1.68% | — | $408.0万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 1.51% | — | $366.5万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 默沙东MRK |
| 1.46% | 1.41% | $353.7万 | 2.8万股 | $371.8万 | 3.1万股 | -3,383股-10.94% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.35% | 0.94% | $327.1万 | 1.3万股 | $247.7万 | 1.3万股 | +543股+4.33% | 加仓 |
 Live NationLYV |
| 1.31% | 0.84% | $318.4万 | 1.7万股 | $220.5万 | 1.4万股 | +2,934股+20.29% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 1.26% | 1.1% | $305.5万 | 1.4万股 | $288.0万 | 1.5万股 | -1,780股-11.53% | 减仓 |
 ALTRIAMO |
| 1.23% | — | $298.4万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 MONDELEZ INTL CL AMDLZ |
| 1.18% | — | $286.8万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 EquinixEQIX |
| 1.18% | 1.25% | $284.9万 | 2,733股 | $329.3万 | 3,359股 | -626股-18.64% | 减仓 |
 高露洁CL |
| 1.17% | — | $282.4万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.15% | — | $277.9万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 迪士尼DIS |
| 1.09% | 1.06% | $263.0万 | 2.7万股 | $277.8万 | 2.9万股 | -1,502股-5.21% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 1.06% | 1.15% | $255.5万 | 1.4万股 | $302.0万 | 1.7万股 | -2,530股-15.10% | 减仓 |
 艺电EA |
| 1.05% | 1.2% | $254.7万 | 1.2万股 | $315.9万 | 1.5万股 | -3,071股-19.82% | 减仓 |
 华纳兄弟探索WBD |
| 1.05% | 1.11% | $254.1万 | 9.5万股 | $292.8万 | 10.7万股 | -1.1万股-10.63% | 减仓 |
| O宏盟集团OMC |
| 1.03% | 0.84% | $250.0万 | 3.4万股 | $220.7万 | 2.9万股 | +5,026股+17.15% | 加仓 |
 REALTY INCOME COMO |
| 1.03% | 1.09% | $248.8万 | 4.0万股 | $287.5万 | 4.7万股 | -6,838股-14.55% | 减仓 |
 百事可乐PEP |
| 1% | — | $241.4万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 TARGET COMTGT |
| 1% | — | $241.0万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 AMERICAN TOWER COMAMT |
| 0.98% | 1.09% | $236.4万 | 1.4万股 | $286.4万 | 1.7万股 | -2,141股-12.90% | 减仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.92% | — | $222.3万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 PUBLIC STORAGE COMPSA |
| 0.92% | 0.84% | $221.6万 | 6,963股 | $222.0万 | 8,195股 | -1,232股-15.03% | 减仓 |
 AMGEN COMAMGN |
| 0.91% | 0.9% | $220.1万 | 6,079股 | $236.8万 | 6,730股 | -651股-9.67% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.91% | 1.25% | $220.0万 | 9.0万股 | $328.3万 | 11.4万股 | -2.5万股-21.64% | 减仓 |
 威瑞森VZ |
| 0.9% | 1.5% | $217.7万 | 5.1万股 | $394.0万 | 7.8万股 | -2.7万股-34.50% | 减仓 |
| T赛默飞世尔TMO |
| 0.88% | 0.88% | $214.1万 | 4,270股 | $231.2万 | 4,704股 | -434股-9.23% | 减仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.88% | 0.45% | $212.1万 | 1.1万股 | $118.0万 | 5,853股 | +4,681股+79.98% | 加仓 |
 NETFLIXNFLX |
| 0.82% | 1.5% | $199.4万 | 2.8万股 | $394.8万 | 4.1万股 | -1.3万股-31.98% | 减仓 |
 T-MOBILE US COMTMUS |
| 0.82% | 1.26% | $197.5万 | 1.2万股 | $331.8万 | 1.6万股 | -4,019股-25.44% | 减仓 |
 VENTAS COMVTR |
| 0.77% | 0.76% | $187.0万 | 2.1万股 | $198.5万 | 2.4万股 | -3,224股-13.28% | 减仓 |
| AAT&TT |
| 0.77% | 1.42% | $186.0万 | 9.0万股 | $372.8万 | 12.9万股 | -3.9万股-30.13% | 减仓 |
 KEURIG DR PEPPER COMKDP |
| 0.75% | — | $182.2万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
 雅培ABT |
| 0.74% | 0.86% | $179.3万 | 2.0万股 | $225.1万 | 2.2万股 | -2,157股-9.84% | 减仓 |
| CCBRE CL ACBRE |
| 0.74% | 0.8% | $178.8万 | 1.3万股 | $211.5万 | 1.6万股 | -2,342股-15.00% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.73% | 0.83% | $178.0万 | 1.4万股 | $217.4万 | 1.6万股 | -1,513股-9.70% | 减仓 |
 CHARTER COMMUNICATIONSCHTR |
| 0.69% | 0.67% | $167.5万 | 1.2万股 | $176.4万 | 8,173股 | +3,602股+44.07% | 加仓 |
 SYSCO COMSYY |
| 0.68% | — | $165.6万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 IRON MTN DEL COMIRM |
| 0.68% | 0.59% | $164.7万 | 1.3万股 | $156.1万 | 1.5万股 | -2,239股-14.65% | 减仓 |
