 卡特彼勒CAT |
| 15.62% | 15.1% | $4,107.9万 | 3.9万股 | $2,771.7万 | 3.9万股 | -548股-1.40% | 减仓 |
 迪尔DE |
| 7.54% | 9.66% | $1,983.0万 | 3.1万股 | $1,773.6万 | 3.1万股 | -223股-0.71% | 减仓 |
 礼来LLY |
| 4.55% | 5.23% | $1,197.6万 | 9,985股 | $959.3万 | 1.0万股 | -445股-4.27% | 减仓 |
 好事达ALL |
| 4.11% | 5.13% | $1,079.7万 | 4.5万股 | $940.8万 | 4.5万股 | 00.00% | 持仓不变 |
 康明斯CMI |
| 3.75% | 4.15% | $985.7万 | 1.4万股 | $761.3万 | 1.4万股 | -330股-2.33% | 减仓 |
 雷神技术RTX |
| 3.73% | — | $979.8万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 麦当劳MCD |
| 3.08% | 5.1% | $809.2万 | 3.0万股 | $936.6万 | 3.0万股 | -200股-0.66% | 减仓 |
 艾默生电气EMR |
| 2.87% | 3.79% | $754.0万 | 5.3万股 | $696.0万 | 5.3万股 | -450股-0.85% | 减仓 |
 洛克希德马丁LMT |
| 2.86% | 4.86% | $752.2万 | 1.5万股 | $892.4万 | 1.5万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 2.77% | 3.88% | $729.1万 | 2.9万股 | $712.2万 | 2.9万股 | -425股-1.46% | 减仓 |
 雪佛龙CVX |
| 2.25% | 4.08% | $590.6万 | 3.6万股 | $749.6万 | 3.6万股 | -600股-1.66% | 减仓 |
 艾伯维ABBV |
| 2.22% | — | $584.8万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| IIBMIBM |
| 1.98% | 2.45% | $520.9万 | 1.9万股 | $449.0万 | 1.9万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.88% | — | $494.4万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 宝洁PG |
| 1.87% | 2.64% | $491.4万 | 3.4万股 | $484.0万 | 3.4万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 1.76% | 2.36% | $463.3万 | 5.7万股 | $433.6万 | 5.7万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 1.75% | — | $459.3万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 苹果AAPL |
| 1.72% | 2.16% | $452.6万 | 1.6万股 | $397.0万 | 1.6万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 1.57% | 2.08% | $413.5万 | 1.2万股 | $382.6万 | 1.3万股 | -425股-3.36% | 减仓 |
 英特尔INTC |
| 1.53% | 1.32% | $402.3万 | 2.9万股 | $241.9万 | 5.5万股 | -2.6万股-47.43% | 减仓 |
 HERSHEY COMHSY |
| 1.47% | 2.53% | $385.6万 | 2.2万股 | $465.2万 | 2.2万股 | -400股-1.79% | 减仓 |
 GE航空GE |
| 1.41% | 1.54% | $370.8万 | 9,921股 | $283.3万 | 9,983股 | -62股-0.62% | 减仓 |
| IiShares安硕信托IVV |
| 1.36% | 1.7% | $357.1万 | 4,768股 | $311.5万 | 4,768股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.34% | — | $352.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 南方电力SO |
| 1.25% | 1.82% | $329.7万 | 3.4万股 | $333.5万 | 3.5万股 | -100股-0.29% | 减仓 |
 联邦快递FDX |
| 1.18% | — | $309.2万 | 9,875股 | $0 | 0股 | +9,875股 | 新买入 |
 默沙东MRK |
| 1.08% | — | $284.3万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 波音BA |
| 1.05% | 1.38% | $275.6万 | 1.3万股 | $253.4万 | 1.3万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 1.03% | 1.73% | $271.5万 | 11.3万股 | $317.4万 | 11.3万股 | -295股-0.26% | 减仓 |
 杜克能源DUK |
| 1.03% | — | $271.0万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 GE VernovaGEV |
| 0.95% | — | $249.5万 | 2,124股 | $0 | 0股 | +2,124股 | 新买入 |
| BBANK OF AMERBAC |
| 0.86% | 1.06% | $227.5万 | 4.0万股 | $194.6万 | 4.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITA |
| 0.8% | 1.03% | $209.7万 | 8,650股 | $189.2万 | 8,650股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.75% | — | $197.5万 | 6,035股 | $0 | 0股 | +6,035股 | 新买入 |
 雅培ABT |
| 0.7% | 1.13% | $183.3万 | 2.0万股 | $207.4万 | 2.0万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.68% | — | $178.7万 | 1,910股 | $0 | 0股 | +1,910股 | 新买入 |
| C花旗集团C |
| 0.67% | 0.77% | $175.0万 | 1.3万股 | $141.8万 | 1.3万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.62% | 0.58% | $162.3万 | 5,445股 | $105.7万 | 5,445股 | 00.00% | 持仓不变 |
 DOLLAR GEN NEWDG |
| 0.61% | 0.9% | $159.9万 | 1.4万股 | $165.0万 | 1.4万股 | 00.00% | 持仓不变 |
 卡地纳健康CAH |
| 0.57% | — | $149.7万 | 6,300股 | $0 | 0股 | +6,300股 | 新买入 |
 江森自控JCI |
| 0.56% | — | $146.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 康宁GLW |
| 0.55% | 0.42% | $144.3万 | 5,650股 | $76.8万 | 5,650股 | 00.00% | 持仓不变 |
 固安捷GWW |
| 0.51% | 0.58% | $133.3万 | 980股 | $106.9万 | 980股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 0.5% | 0.79% | $130.6万 | 2.8万股 | $144.4万 | 2.8万股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.4% | 0.41% | $104.0万 | 2,100股 | $75.4万 | 2,100股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.39% | 0.57% | $102.9万 | 1.1万股 | $104.8万 | 1.1万股 | 00.00% | 持仓不变 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.38% | — | $100.4万 | 6,146股 | $0 | 0股 | +6,146股 | 新买入 |
 METLIFE COMMET |
| 0.37% | — | $97.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 贝克休斯BKR |
| 0.37% | — | $97.1万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 ILLINOIS TOOLITW |
| 0.36% | 0.5% | $94.7万 | 3,500股 | $91.1万 | 3,500股 | 00.00% | 持仓不变 |
