 博通AVGO |
| 5.61% | 6.3% | $2,966.9万 | 7.9万股 | $2,548.4万 | 8.2万股 | -3,797股-4.61% | 减仓 |
 应用材料AMAT |
| 4.7% | 3.22% | $2,484.0万 | 3.4万股 | $1,304.0万 | 3.8万股 | -3,795股-9.95% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 4.53% | 5.54% | $2,392.3万 | 11.2万股 | $2,242.9万 | 11.7万股 | -4,429股-3.79% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.93% | 3.18% | $1,547.7万 | 4.4万股 | $1,288.0万 | 4.5万股 | -1,098股-2.45% | 减仓 |
 谷歌AGOOGL |
| 2.62% | 2.8% | $1,384.1万 | 3.9万股 | $1,134.3万 | 3.9万股 | -716股-1.82% | 减仓 |
| AADVANCED ENERGY INDSAEIS |
| 2.52% | 3.12% | $1,332.6万 | 3.6万股 | $1,261.1万 | 3.9万股 | -3,340股-8.55% | 减仓 |
 摩根大通JPM |
| 2.3% | 2.69% | $1,213.4万 | 3.7万股 | $1,088.0万 | 3.7万股 | +82股+0.22% | 加仓 |
 台积电TSM |
| 2.28% | 2.22% | $1,203.9万 | 2.5万股 | $898.3万 | 2.7万股 | -1,372股-5.16% | 减仓 |
 康宁GLW |
| 2.07% | 1.8% | $1,095.8万 | 4.3万股 | $726.4万 | 5.3万股 | -1.1万股-19.70% | 减仓 |
| VV FVFC |
| 2% | 2.6% | $1,054.9万 | 63.2万股 | $1,051.4万 | 61.9万股 | +1.4万股+2.20% | 加仓 |
 DANAHER DEL COMDHR |
| 1.76% | 2.31% | $927.8万 | 4.9万股 | $934.3万 | 4.9万股 | -572股-1.16% | 减仓 |
 星巴克SBUX |
| 1.67% | 1.92% | $880.0万 | 8.6万股 | $777.6万 | 8.7万股 | -684股-0.79% | 减仓 |
| SSCOTTS MIRACLE-GROSMG |
| 1.65% | 1.84% | $872.6万 | 12.8万股 | $744.7万 | 12.2万股 | +5,656股+4.62% | 加仓 |
| S道富SPYM |
| 1.59% | 1.66% | $838.6万 | 9.5万股 | $672.2万 | 8.8万股 | +7,608股+8.66% | 加仓 |
 空气化工APD |
| 1.56% | 2.11% | $825.5万 | 2.8万股 | $853.0万 | 2.9万股 | -1,206股-4.11% | 减仓 |
 星座品牌STZ |
| 1.53% | 2.08% | $810.2万 | 5.8万股 | $840.0万 | 5.6万股 | +2,244股+4.01% | 加仓 |
 TJXTJX |
| 1.43% | 1.98% | $756.9万 | 5.0万股 | $800.1万 | 5.0万股 | -140股-0.28% | 减仓 |
 礼来LLY |
| 1.38% | — | $730.8万 | 6,093股 | $0 | 0股 | +6,093股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 1.36% | — | $720.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 思科CSCO |
| 1.36% | 1.22% | $719.3万 | 6.1万股 | $494.0万 | 6.4万股 | -2,431股-3.82% | 减仓 |
 ROCKET COS COM CL ARKT |
| 1.35% | 1.21% | $713.4万 | 45.3万股 | $491.0万 | 34.5万股 | +10.8万股+31.45% | 加仓 |
 雪佛龙CVX |
| 1.32% | 2.18% | $699.8万 | 4.2万股 | $882.5万 | 4.3万股 | -434股-1.02% | 减仓 |
 Mid-America公寓MAA |
| 1.32% | 1.27% | $698.8万 | 5.0万股 | $515.6万 | 4.2万股 | +8,073股+19.12% | 加仓 |
| MMOOGMOG/A |
| 1.29% | 1.17% | $683.3万 | 1.6万股 | $471.8万 | 1.6万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.23% | 1.4% | $649.9万 | 2.6万股 | $568.3万 | 2.6万股 | -300股-1.15% | 减仓 |
 万豪MAR |
| 1.23% | 1.42% | $649.4万 | 1.8万股 | $573.2万 | 1.8万股 | 00.00% | 持仓不变 |
| EENTEGRISENTG |
| 1.23% | 1.29% | $648.5万 | 3.6万股 | $520.1万 | 4.4万股 | -8,308股-18.73% | 减仓 |
 CHUBB LIMITEDCB |
| 1.22% | 1.52% | $644.8万 | 1.9万股 | $616.5万 | 1.9万股 | +9股+0.05% | 加仓 |
 雷神技术RTX |
| 1.22% | 1.61% | $644.1万 | 3.4万股 | $649.3万 | 3.4万股 | +287股+0.85% | 加仓 |
 沃尔玛WMT |
| 1.16% | 1.67% | $610.8万 | 5.4万股 | $677.3万 | 5.4万股 | -566股-1.04% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.07% | 1.31% | $564.3万 | 6.5万股 | $529.6万 | 6.8万股 | -2,384股-3.53% | 减仓 |
 Phillips 66PSX |
| 1.04% | 1.56% | $552.2万 | 3.3万股 | $632.8万 | 3.5万股 | -2,075股-5.97% | 减仓 |
 CROWN CASTLE COMCCI |
| 1.03% | 1.46% | $542.1万 | 7.2万股 | $590.4万 | 7.3万股 | -1,026股-1.41% | 减仓 |
 VeevaVEEV |
| 1.01% | 0.99% | $531.8万 | 3.0万股 | $399.0万 | 2.3万股 | +7,251股+31.92% | 加仓 |
 优步UBER |
| 0.98% | 1.05% | $517.0万 | 7.2万股 | $423.5万 | 5.9万股 | +1.3万股+21.69% | 加仓 |
 NETFLIXNFLX |
| 0.96% | 1.22% | $507.6万 | 7.1万股 | $494.4万 | 5.1万股 | +2.0万股+38.27% | 加仓 |
 威廉姆斯WMB |
| 0.96% | 1.23% | $505.9万 | 6.8万股 | $498.2万 | 6.8万股 | -400股-0.58% | 减仓 |
 微软MSFT |
| 0.93% | 1.21% | $492.2万 | 1.3万股 | $491.2万 | 1.3万股 | -73股-0.55% | 减仓 |
 OPTION CARE HEALTHOPCH |
| 0.92% | 1.56% | $484.3万 | 23.1万股 | $631.3万 | 23.4万股 | -3,551股-1.51% | 减仓 |
 美敦力MDT |
| 0.87% | 1.13% | $458.2万 | 5.9万股 | $457.4万 | 5.3万股 | +5,791股+10.97% | 加仓 |
 黑石集团BX |
| 0.86% | 1.1% | $453.8万 | 3.9万股 | $444.4万 | 3.9万股 | -81股-0.21% | 减仓 |
| S道富SPSM |
| 0.85% | 0.99% | $448.4万 | 7.8万股 | $402.3万 | 8.3万股 | -5,503股-6.61% | 减仓 |
| S道富SPMD |
| 0.84% | 1.08% | $446.5万 | 6.6万股 | $436.4万 | 7.4万股 | -7,602股-10.32% | 减仓 |
 纽柯钢铁NUE |
| 0.83% | 0.88% | $440.6万 | 2.0万股 | $356.0万 | 2.1万股 | -1,273股-6.05% | 减仓 |
 EOG资源EOG |
| 0.82% | 1.22% | $435.0万 | 3.4万股 | $494.7万 | 3.4万股 | -694股-2.03% | 减仓 |
 HCA医疗HCA |
| 0.81% | 1.29% | $429.9万 | 1.1万股 | $523.0万 | 1.1万股 | -25股-0.23% | 减仓 |
 TRAVELERS COSTRV |
| 0.75% | 0.86% | $395.0万 | 1.2万股 | $349.6万 | 1.2万股 | -20股-0.17% | 减仓 |
 美国运通AXP |
| 0.74% | 0.89% | $392.6万 | 1.2万股 | $358.8万 | 1.2万股 | -255股-2.15% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.73% | 0.98% | $384.7万 | 12.0万股 | $397.5万 | 11.9万股 | +1,773股+1.50% | 加仓 |
 JacobsJ |
| 0.67% | 0.92% | $355.1万 | 2.8万股 | $371.8万 | 2.9万股 | -1,033股-3.54% | 减仓 |
