 泛林集团LRCX |
| 6.64% | 3.64% | $3,087.5万 | 7.1万股 | $1,430.7万 | 6.7万股 | +4,289股+6.41% | 加仓 |
 阿斯麦ASML |
| 5.91% | 4.65% | $2,747.8万 | 1.4万股 | $1,827.4万 | 1.4万股 | -23股-0.17% | 减仓 |
 谷歌AGOOGL |
| 5.71% | 5.1% | $2,654.9万 | 7.4万股 | $2,004.1万 | 7.0万股 | +4,597股+6.60% | 加仓 |
 台积电TSM |
| 5.64% | 5.47% | $2,622.0万 | 5.5万股 | $2,150.4万 | 6.4万股 | -8,729股-13.72% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 5.28% | 4.3% | $2,457.6万 | 8.5万股 | $1,689.8万 | 8.0万股 | +5,167股+6.48% | 加仓 |
 ICON PUB LTD COICLR |
| 5.01% | 3.79% | $2,332.0万 | 13.4万股 | $1,488.0万 | 13.4万股 | -221股-0.16% | 减仓 |
 德州仪器TXN |
| 4.22% | 3.06% | $1,964.3万 | 6.6万股 | $1,201.5万 | 6.2万股 | +4,009股+6.48% | 加仓 |
 迪尔DE |
| 4.17% | 4.12% | $1,940.2万 | 3.1万股 | $1,617.8万 | 2.9万股 | +1,866股+6.50% | 加仓 |
 康明斯CMI |
| 4.11% | 3.44% | $1,910.1万 | 2.7万股 | $1,353.4万 | 2.5万股 | +1,627股+6.47% | 加仓 |
 POOLPOOL |
| 4.09% | 2.78% | $1,903.0万 | 8.9万股 | $1,093.1万 | 5.4万股 | +3.5万股+63.90% | 加仓 |
 BANK NOVA SCOTIA B CBNS |
| 3.83% | 3.63% | $1,782.3万 | 20.5万股 | $1,425.0万 | 20.6万股 | -354股-0.17% | 减仓 |
 Phillips 66PSX |
| 3.56% | 4.26% | $1,653.9万 | 9.8万股 | $1,673.0万 | 9.2万股 | +6,003股+6.54% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.3% | 3.5% | $1,534.3万 | 3.1万股 | $1,377.1万 | 2.9万股 | +1,926股+6.70% | 加仓 |
| T赛默飞世尔TMO |
| 3.28% | 3.57% | $1,525.1万 | 3.0万股 | $1,404.1万 | 2.9万股 | +1,854股+6.49% | 加仓 |
 默沙东MRK |
| 3.22% | 3.34% | $1,495.9万 | 11.6万股 | $1,314.2万 | 10.9万股 | +7,161股+6.55% | 加仓 |
 艾默生电气EMR |
| 3.19% | 3.24% | $1,482.3万 | 10.4万股 | $1,273.5万 | 9.7万股 | +6,355股+6.54% | 加仓 |
 VONTIER COMVNT |
| 2.86% | 3.89% | $1,332.3万 | 45.9万股 | $1,529.7万 | 43.1万股 | +2.8万股+6.52% | 加仓 |
 百事可乐PEP |
| 2.82% | 3.6% | $1,313.4万 | 9.7万股 | $1,414.1万 | 9.1万股 | +5,944股+6.53% | 加仓 |
 壳牌SHEL |
| 2.72% | 3.87% | $1,265.7万 | 16.3万股 | $1,520.8万 | 16.4万股 | -291股-0.18% | 减仓 |
 诺华NVS |
| 2.72% | 3.14% | $1,263.6万 | 8.1万股 | $1,233.7万 | 8.1万股 | -141股-0.17% | 减仓 |
 第一资本COF |
| 2.71% | 2.74% | $1,262.3万 | 6.3万股 | $1,077.6万 | 5.9万股 | +3,851股+6.52% | 加仓 |
 VAIL RESORTSMTN |
| 2.57% | 2.67% | $1,194.1万 | 8.8万股 | $1,049.5万 | 8.2万股 | +5,915股+7.23% | 加仓 |
 WELLS FARGO NEWWFC |
| 2.42% | 2.59% | $1,125.8万 | 13.6万股 | $1,018.0万 | 12.8万股 | +8,358股+6.54% | 加仓 |
| UUNILEVER SPON ADR NEWUL |
| 2.36% | 2.66% | $1,099.2万 | 18.3万股 | $1,043.4万 | 18.3万股 | -323股-0.18% | 减仓 |
 CAL MAINE FOODS COM NEWCALM |
| 2.29% | 2.5% | $1,067.0万 | 13.2万股 | $981.2万 | 12.4万股 | +8,482股+6.84% | 加仓 |
 INTERNATIONAL BANCSHARES CORIBOC |
| 2.08% | 2.18% | $968.1万 | 12.7万股 | $857.7万 | 12.7万股 | 00.00% | 持仓不变 |
 诺和诺德NVO |
| 1.69% | 1.53% | $784.6万 | 16.4万股 | $602.1万 | 16.4万股 | -189股-0.12% | 减仓 |
 埃森哲ACN |
| 1.5% | 2.64% | $697.9万 | 5.6万股 | $1,037.6万 | 5.2万股 | +3,752股+7.17% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.09% | 0.09% | $43.0万 | 1,218股 | $34.9万 | 1,218股 | 00.00% | 持仓不变 |
