 苹果AAPL |
| 4.86% | 4.49% | $6,530.7万 | 22.6万股 | $5,987.7万 | 23.6万股 | -1.0万股-4.34% | 减仓 |
 应用材料AMAT |
| 4.51% | 3.31% | $6,055.3万 | 8.4万股 | $4,414.0万 | 12.9万股 | -4.5万股-35.14% | 减仓 |
 科磊KLAC |
| 4.16% | 2.99% | $5,591.5万 | 18.5万股 | $3,979.4万 | 2.7万股 | +15.8万股+585.84% | 加仓 |
 微软MSFT |
| 3.93% | 3.5% | $5,281.0万 | 14.2万股 | $4,664.9万 | 12.6万股 | +1.6万股+12.34% | 加仓 |
 谷歌AGOOGL |
| 3.28% | 3.01% | $4,401.8万 | 12.3万股 | $4,015.2万 | 14.0万股 | -1.6万股-11.78% | 减仓 |
 思科CSCO |
| 3.07% | 2.68% | $4,121.6万 | 35.1万股 | $3,564.3万 | 45.9万股 | -10.8万股-23.61% | 减仓 |
 英伟达NVDA |
| 2.86% | 2.03% | $3,841.9万 | 19.2万股 | $2,701.9万 | 15.5万股 | +3.7万股+23.93% | 加仓 |
 Meta平台META |
| 2.7% | 2.84% | $3,630.4万 | 6.4万股 | $3,782.6万 | 6.6万股 | -1,664股-2.52% | 减仓 |
| IIBMIBM |
| 2.24% | 1.97% | $3,014.9万 | 10.7万股 | $2,623.3万 | 10.8万股 | -1,011股-0.93% | 减仓 |
 惠普HPQ |
| 2.15% | 2.04% | $2,892.5万 | 131.8万股 | $2,718.2万 | 141.5万股 | -9.7万股-6.83% | 减仓 |
 万事达MA |
| 1.9% | 2.2% | $2,552.0万 | 5.0万股 | $2,931.1万 | 5.9万股 | -8,973股-15.30% | 减仓 |
 UNITED RENTALSURI |
| 1.86% | 1.19% | $2,503.1万 | 2.2万股 | $1,582.5万 | 2.2万股 | +374股+1.72% | 加仓 |
 甲骨文ORCL |
| 1.8% | 1.72% | $2,415.6万 | 16.5万股 | $2,293.7万 | 15.6万股 | +8,907股+5.71% | 加仓 |
 万豪MAR |
| 1.77% | 0.29% | $2,371.5万 | 6.4万股 | $382.9万 | 1.2万股 | +5.2万股+446.60% | 加仓 |
 Roper科技ROP |
| 1.68% | 1.82% | $2,255.7万 | 6.7万股 | $2,427.1万 | 6.9万股 | -1,928股-2.81% | 减仓 |
 康明斯CMI |
| 1.63% | 1.46% | $2,184.6万 | 3.1万股 | $1,947.1万 | 3.6万股 | -5,558股-15.36% | 减仓 |
 迪士尼DIS |
| 1.62% | 1.77% | $2,179.4万 | 22.6万股 | $2,351.9万 | 24.4万股 | -1.8万股-7.21% | 减仓 |
 威瑞森VZ |
| 1.61% | 2.67% | $2,159.5万 | 51.0万股 | $3,557.2万 | 70.9万股 | -19.9万股-28.03% | 减仓 |
 ADOBE COMADBE |
| 1.6% | 1.83% | $2,152.5万 | 10.5万股 | $2,432.3万 | 10.0万股 | +4,923股+4.92% | 加仓 |
 QUANTA SVCSPWR |
| 1.56% | 1.66% | $2,089.2万 | 2.9万股 | $2,206.5万 | 4.0万股 | -1.1万股-27.81% | 减仓 |
 D R HORTONDHI |
| 1.51% | 1.49% | $2,028.9万 | 12.5万股 | $1,987.4万 | 14.5万股 | -2.0万股-14.00% | 减仓 |
 TRAVELERS COSTRV |
| 1.49% | 1.73% | $2,000.3万 | 6.1万股 | $2,307.1万 | 7.9万股 | -1.9万股-23.40% | 减仓 |
| BBANK OF AMERBAC |
| 1.42% | 1.44% | $1,910.5万 | 33.5万股 | $1,921.2万 | 39.4万股 | -5.9万股-14.92% | 减仓 |
 摩根大通JPM |
| 1.41% | 1.51% | $1,899.5万 | 5.8万股 | $2,011.6万 | 6.8万股 | -1.0万股-15.14% | 减仓 |
 联合太平洋铁路UNP |
| 1.4% | 1.46% | $1,884.1万 | 6.9万股 | $1,950.9万 | 8.0万股 | -1.1万股-13.85% | 减仓 |
 达登饭店DRI |
| 1.39% | 1.64% | $1,870.8万 | 9.1万股 | $2,186.1万 | 11.2万股 | -2.1万股-18.57% | 减仓 |
 VALERO ENERGY COMVLO |
| 1.38% | 1.67% | $1,853.9万 | 7.1万股 | $2,219.9万 | 9.0万股 | -1.9万股-20.78% | 减仓 |
 METLIFE COMMET |
| 1.37% | 1.34% | $1,839.8万 | 21.7万股 | $1,780.3万 | 25.2万股 | -3.4万股-13.62% | 减仓 |
 阿默普莱斯AMP |
| 1.33% | 1.51% | $1,790.2万 | 3.9万股 | $2,011.1万 | 4.5万股 | -6,229股-13.76% | 减仓 |
 默沙东MRK |
| 1.28% | 1.62% | $1,714.9万 | 13.3万股 | $2,152.1万 | 17.9万股 | -4.5万股-25.41% | 减仓 |
 西屋制动WAB |
| 1.26% | 1.54% | $1,697.7万 | 6.3万股 | $2,050.2万 | 8.2万股 | -1.9万股-23.24% | 减仓 |
| AAPTIVAPTV |
| 1.24% | 1.4% | $1,666.5万 | 27.2万股 | $1,868.9万 | 26.9万股 | +2,385股+0.89% | 加仓 |
 LOWES COS COMLOW |
| 1.16% | 1.73% | $1,561.5万 | 7.1万股 | $2,310.2万 | 9.8万股 | -2.7万股-27.57% | 减仓 |
 TARGET COMTGT |
| 1.15% | 1.42% | $1,542.6万 | 11.8万股 | $1,885.5万 | 15.6万股 | -3.7万股-24.08% | 减仓 |
 礼来LLY |
| 1.12% | 0.07% | $1,505.2万 | 1.3万股 | $86.8万 | 944股 | +1.2万股+1,229.34% | 加仓 |
| CCBRE CL ACBRE |
| 1.12% | 1.15% | $1,502.7万 | 11.2万股 | $1,529.4万 | 11.3万股 | -1,340股-1.19% | 减仓 |
 KEURIG DR PEPPER COMKDP |
| 1.1% | 0.99% | $1,481.8万 | 45.3万股 | $1,318.4万 | 50.1万股 | -4.8万股-9.58% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.05% | 0.86% | $1,413.3万 | 4.0万股 | $1,147.4万 | 4.0万股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 1.03% | 0.85% | $1,387.7万 | 13.4万股 | $1,131.0万 | 15.7万股 | -2.3万股-14.82% | 减仓 |
 康菲石油COP |
| 1.02% | 1.74% | $1,363.2万 | 13.1万股 | $2,311.8万 | 17.5万股 | -4.4万股-25.13% | 减仓 |
| FFiservFISV |
| 0.97% | 1.19% | $1,296.5万 | 26.4万股 | $1,585.4万 | 28.4万股 | -2.0万股-6.97% | 减仓 |
 VisaV |
| 0.91% | 0.9% | $1,223.9万 | 3.6万股 | $1,201.8万 | 4.0万股 | -4,089股-10.28% | 减仓 |
 因赛特INCY |
| 0.9% | 0.89% | $1,210.4万 | 10.7万股 | $1,189.7万 | 12.6万股 | -2.0万股-15.54% | 减仓 |
 星座品牌STZ |
| 0.87% | 1.11% | $1,161.9万 | 8.4万股 | $1,484.4万 | 9.9万股 | -1.5万股-15.59% | 减仓 |
 钢铁动力STLD |
| 0.83% | 0.75% | $1,114.4万 | 4.9万股 | $997.8万 | 5.5万股 | -6,866股-12.39% | 减仓 |
| T泰森食品TSN |
| 0.82% | 1.1% | $1,105.3万 | 19.3万股 | $1,470.3万 | 22.9万股 | -3.6万股-15.87% | 减仓 |
 MCKESSON COMMCK |
| 0.79% | 1.15% | $1,062.0万 | 1.4万股 | $1,536.8万 | 1.8万股 | -3,704股-20.86% | 减仓 |
 博通AVGO |
| 0.78% | 1.19% | $1,042.3万 | 2.8万股 | $1,586.9万 | 5.1万股 | -2.4万股-46.19% | 减仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.77% | 0.85% | $1,040.8万 | 12.8万股 | $1,127.9万 | 13.9万股 | -1.1万股-7.96% | 减仓 |
 DTE ENERGY COMDTE |
| 0.76% | 0.88% | $1,022.4万 | 6.7万股 | $1,166.5万 | 8.0万股 | -1.3万股-15.89% | 减仓 |
