 英特尔INTC |
| 2.33% | 0.91% | $1.46亿 | 104.5万股 | $6,143.8万 | 139.2万股 | -34.7万股-24.92% | 减仓 |
 艾伯维ABBV |
| 1.34% | — | $8,376.4万 | 33.3万股 | $0 | 0股 | +33.3万股 | 新买入 |
 宣伟SHW |
| 1.22% | 0.84% | $7,663.8万 | 22.3万股 | $5,647.5万 | 17.6万股 | +4.6万股+26.33% | 加仓 |
 美敦力MDT |
| 1.19% | 0.9% | $7,489.3万 | 95.7万股 | $6,063.7万 | 70.0万股 | +25.8万股+36.80% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.16% | 0.96% | $7,297.7万 | 40.3万股 | $6,457.1万 | 39.1万股 | +1.3万股+3.29% | 加仓 |
 星巴克SBUX |
| 1.13% | 0.77% | $7,117.4万 | 69.6万股 | $5,206.0万 | 58.1万股 | +11.5万股+19.86% | 加仓 |
 好市多COST |
| 1.13% | 1.04% | $7,069.2万 | 7.6万股 | $6,988.0万 | 7.0万股 | +5,438股+7.75% | 加仓 |
 HUMANA COMHUM |
| 1.11% | 0.06% | $6,994.9万 | 17.6万股 | $378.9万 | 2.2万股 | +15.4万股+705.79% | 加仓 |
| PPROLOGIS COMPLD |
| 1.11% | 0.58% | $6,958.4万 | 51.4万股 | $3,918.2万 | 29.6万股 | +21.7万股+73.28% | 加仓 |
 威廉姆斯WMB |
| 1.09% | 0.97% | $6,856.3万 | 92.2万股 | $6,536.1万 | 89.8万股 | +2.4万股+2.70% | 加仓 |
 德文能源DVN |
| 1.09% | 0.66% | $6,855.2万 | 165.9万股 | $4,466.2万 | 88.8万股 | +77.1万股+86.92% | 加仓 |
 EquinixEQIX |
| 1.09% | 1.03% | $6,823.3万 | 6.5万股 | $6,926.2万 | 7.1万股 | -5,200股-7.36% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.06% | — | $6,649.2万 | 39.6万股 | $0 | 0股 | +39.6万股 | 新买入 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.04% | 0.23% | $6,532.7万 | 68.0万股 | $1,571.9万 | 21.7万股 | +46.3万股+213.29% | 加仓 |
| CCIGNALIBD |
| 1.04% | 0.82% | $6,514.4万 | 23.6万股 | $5,539.8万 | 20.8万股 | +2.9万股+13.78% | 加仓 |
 TJXTJX |
| 0.99% | 0.87% | $6,202.1万 | 40.9万股 | $5,883.8万 | 36.8万股 | +4.1万股+11.12% | 加仓 |
 高露洁CL |
| 0.96% | — | $6,049.6万 | 66.0万股 | $0 | 0股 | +66.0万股 | 新买入 |
 CVS健康CVS |
| 0.94% | 0.47% | $5,908.7万 | 57.1万股 | $3,132.0万 | 43.6万股 | +13.5万股+30.97% | 加仓 |
 AMGEN COMAMGN |
| 0.87% | 0.2% | $5,481.1万 | 15.1万股 | $1,322.4万 | 3.8万股 | +11.4万股+302.72% | 加仓 |
 CENTENE DEL COMCNC |
| 0.87% | 0.41% | $5,452.7万 | 84.9万股 | $2,781.2万 | 84.9万股 | 00.00% | 持仓不变 |
 空气化工APD |
| 0.87% | — | $5,430.5万 | 18.5万股 | $0 | 0股 | +18.5万股 | 新买入 |
 KINDER MORGAN DEL COMKMI |
| 0.8% | 0.37% | $5,020.8万 | 157.0万股 | $2,522.6万 | 75.2万股 | +81.8万股+108.75% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.8% | 0.86% | $4,991.3万 | 64.2万股 | $5,777.7万 | 63.5万股 | +6,829股+1.08% | 加仓 |
 CencoraCOR |
| 0.8% | 0.12% | $4,987.9万 | 17.6万股 | $808.8万 | 2.6万股 | +15.1万股+584.62% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.77% | 0.06% | $4,821.5万 | 26.8万股 | $404.8万 | 2.2万股 | +24.6万股+1,095.30% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.74% | 0.61% | $4,658.7万 | 35.1万股 | $4,109.0万 | 36.0万股 | -9,773股-2.71% | 减仓 |
 Targa资源TRGP |
| 0.72% | 0.63% | $4,519.7万 | 16.9万股 | $4,226.3万 | 16.9万股 | 00.00% | 持仓不变 |
 福泰制药VRTX |
| 0.72% | 0.19% | $4,516.7万 | 9.1万股 | $1,303.4万 | 2.9万股 | +6.2万股+211.51% | 加仓 |
 康明斯CMI |
| 0.71% | 0.82% | $4,441.7万 | 6.2万股 | $5,531.7万 | 10.3万股 | -4.1万股-39.43% | 减仓 |
 汽车地带AZO |
| 0.7% | 0.18% | $4,367.6万 | 1.4万股 | $1,215.3万 | 3,598股 | +1.0万股+279.82% | 加仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 0.68% | 0.21% | $4,284.5万 | 11.9万股 | $1,396.1万 | 5.6万股 | +6.4万股+114.26% | 加仓 |
 德康医疗DXCM |
| 0.66% | 0.49% | $4,122.7万 | 61.2万股 | $3,300.6万 | 52.6万股 | +8.7万股+16.47% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 0.65% | — | $4,084.8万 | 124.8万股 | $0 | 0股 | +124.8万股 | 新买入 |
 VENTAS COMVTR |
| 0.63% | 0.54% | $3,970.9万 | 44.7万股 | $3,657.0万 | 44.7万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.61% | 0.39% | $3,821.8万 | 14.1万股 | $2,649.4万 | 8.5万股 | +5.6万股+65.86% | 加仓 |
 ExpediaEXPE |
| 0.61% | 0.33% | $3,801.9万 | 14.9万股 | $2,248.7万 | 9.7万股 | +5.1万股+52.56% | 加仓 |
 EXPAND ENERGYEXE |
| 0.59% | 0.11% | $3,698.2万 | 40.6万股 | $723.1万 | 6.6万股 | +34.0万股+515.69% | 加仓 |
 艺电EA |
| 0.58% | 0.75% | $3,629.4万 | 17.7万股 | $5,045.1万 | 24.7万股 | -7.0万股-28.47% | 减仓 |
 BUNGE GLOBALBG |
| 0.56% | 0.35% | $3,510.8万 | 32.9万股 | $2,384.5万 | 18.7万股 | +14.1万股+75.48% | 加仓 |
 纽柯钢铁NUE |
| 0.56% | 0.03% | $3,510.5万 | 15.8万股 | $222.0万 | 1.3万股 | +14.4万股+1,100.56% | 加仓 |
 礼来LLY |
| 0.56% | 0.4% | $3,510.0万 | 2.9万股 | $2,719.2万 | 3.0万股 | -300股-1.01% | 减仓 |
| GGE医疗GEHC |
| 0.56% | 0.37% | $3,509.5万 | 54.8万股 | $2,472.8万 | 34.7万股 | +20.1万股+57.82% | 加仓 |
 Vulcan材料VMC |
| 0.54% | 0.11% | $3,368.9万 | 11.4万股 | $735.5万 | 2.7万股 | +8.7万股+322.77% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.53% | — | $3,323.4万 | 20.3万股 | $0 | 0股 | +20.3万股 | 新买入 |
 ROBLOX CL ARBLX |
| 0.53% | 0.28% | $3,307.1万 | 60.8万股 | $1,877.9万 | 33.2万股 | +27.6万股+83.16% | 加仓 |
| CCRHCRH |
| 0.53% | — | $3,307.0万 | 30.9万股 | $0 | 0股 | +30.9万股 | 新买入 |
 莫德纳MRNA |
| 0.53% | 0.36% | $3,298.7万 | 47.1万股 | $2,392.9万 | 47.1万股 | 00.00% | 持仓不变 |
 YUM BRANDS COMYUM |
| 0.52% | 0.17% | $3,291.0万 | 20.6万股 | $1,153.6万 | 7.4万股 | +13.2万股+177.47% | 加仓 |
 REALTY INCOME COMO |
| 0.5% | 0.77% | $3,130.1万 | 50.5万股 | $5,168.0万 | 84.5万股 | -34.0万股-40.20% | 减仓 |
 CF INDSCF |
| 0.5% | 0.43% | $3,109.8万 | 28.7万股 | $2,904.1万 | 22.4万股 | +6.4万股+28.43% | 加仓 |
