 康宁GLW |
| 7.25% | 8.93% | $5,973.6万 | 23.4万股 | $4,347.5万 | 32.0万股 | -8.6万股-26.86% | 减仓 |
 台积电TSM |
| 6.25% | 8.39% | $5,151.1万 | 10.8万股 | $4,081.7万 | 12.1万股 | -1.3万股-10.70% | 减仓 |
 思科CSCO |
| 4.51% | — | $3,718.7万 | 31.7万股 | $0 | 0股 | +31.7万股 | 新买入 |
 艾默生电气EMR |
| 4.31% | 6.75% | $3,554.6万 | 24.8万股 | $3,284.9万 | 25.1万股 | -2,409股-0.96% | 减仓 |
 OGE ENERGYOGE |
| 2.71% | 4.78% | $2,233.2万 | 45.9万股 | $2,328.1万 | 48.5万股 | -2.7万股-5.46% | 减仓 |
 博通AVGO |
| 2.57% | — | $2,121.0万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
 TE CONNECTIVITY ORD SHSTEL |
| 2.3% | — | $1,898.5万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 亚马逊AMZN |
| 1.83% | 2.71% | $1,506.9万 | 6.3万股 | $1,317.0万 | 6.3万股 | -9股-0.01% | 减仓 |
 Bloom EnergyBE |
| 1.81% | 3.5% | $1,494.1万 | 4.9万股 | $1,702.6万 | 12.6万股 | -7.6万股-60.72% | 减仓 |
 ESSENTIAL UTILSWTRG |
| 1.77% | — | $1,456.7万 | 38.0万股 | $0 | 0股 | +38.0万股 | 新买入 |
 埃克森美孚XOM |
| 1.73% | — | $1,428.0万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 道明尼能源D |
| 1.63% | — | $1,346.3万 | 19.7万股 | $0 | 0股 | +19.7万股 | 新买入 |
 EVERSOURCE ENERGYES |
| 1.61% | — | $1,328.3万 | 18.4万股 | $0 | 0股 | +18.4万股 | 新买入 |
| N新纪元能源NEE |
| 1.58% | — | $1,303.9万 | 14.9万股 | $0 | 0股 | +14.9万股 | 新买入 |
| IIBMIBM |
| 1.51% | 2.22% | $1,244.9万 | 4.4万股 | $1,079.1万 | 4.5万股 | -250股-0.56% | 减仓 |
 斯伦贝谢SLB |
| 1.5% | 2.82% | $1,237.0万 | 26.6万股 | $1,371.6万 | 26.7万股 | -825股-0.31% | 减仓 |
 默沙东MRK |
| 1.47% | — | $1,208.3万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 LINDSAYLNN |
| 1.44% | 2.16% | $1,185.5万 | 9.6万股 | $1,052.7万 | 8.8万股 | +7,350股+8.31% | 加仓 |
 GeneracGNRC |
| 1.41% | 2.23% | $1,159.4万 | 4.0万股 | $1,084.1万 | 5.6万股 | -1.6万股-28.66% | 减仓 |
 微软MSFT |
| 1.32% | 2.21% | $1,084.7万 | 2.9万股 | $1,074.8万 | 2.9万股 | +45股+0.15% | 加仓 |
| PPORTLAND GEN ELEC COM NEWPOR |
| 1.28% | 2.32% | $1,051.5万 | 20.3万股 | $1,131.2万 | 21.4万股 | -1.1万股-5.35% | 减仓 |
 英特尔INTC |
| 1.25% | 1.21% | $1,033.2万 | 7.4万股 | $589.0万 | 13.3万股 | -5.9万股-44.56% | 减仓 |
| AASTEC INDSASTE |
| 1.11% | 1.68% | $918.9万 | 15.0万股 | $819.0万 | 15.2万股 | -1,944股-1.28% | 减仓 |
 FLOWSERVEFLS |
| 1.11% | — | $917.5万 | 12.4万股 | $0 | 0股 | +12.4万股 | 新买入 |
 迪士尼DIS |
| 1.09% | 1.64% | $895.2万 | 9.3万股 | $800.4万 | 8.3万股 | +9,965股+12.00% | 加仓 |
 EAGLE MATLSEXP |
| 1.02% | — | $838.0万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| CCACI国际CACI |
| 1.01% | 2.06% | $830.3万 | 1.8万股 | $1,004.7万 | 1.8万股 | -550股-2.98% | 减仓 |
 百时美施贵宝BMY |
| 1% | 1.8% | $823.4万 | 14.3万股 | $876.8万 | 14.5万股 | -1,662股-1.15% | 减仓 |
| GGRANITE CONSTRSPHB |
| 0.98% | 1.42% | $811.8万 | 5.1万股 | $692.4万 | 5.8万股 | -6,400股-11.08% | 减仓 |
 谷歌AGOOGL |
| 0.98% | — | $808.4万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 西部数据WDC |
| 0.97% | 1.83% | $797.8万 | 1.2万股 | $891.5万 | 3.3万股 | -2.0万股-62.10% | 减仓 |
 爵士制药JAZZ |
| 0.96% | — | $787.8万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| EEVERUS CONSTRECG |
| 0.95% | 1.65% | $785.0万 | 4.7万股 | $801.3万 | 6.8万股 | -2.1万股-30.31% | 减仓 |
 EQTEQT |
| 0.95% | — | $783.1万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
| GGORMAN RUPP CO EQUITY CLASS EQUITYGRC |
| 0.95% | 1.44% | $780.2万 | 8.5万股 | $699.9万 | 11.3万股 | -2.8万股-24.51% | 减仓 |
 MDU RESMDU |
| 0.92% | 1.6% | $761.1万 | 35.9万股 | $780.4万 | 37.7万股 | -1.8万股-4.72% | 减仓 |
 TwilioTWLO |
| 0.85% | 0.89% | $696.7万 | 3.4万股 | $432.4万 | 3.4万股 | -600股-1.75% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.82% | 0.59% | $679.0万 | 4,000股 | $287.9万 | 1,665股 | +2,335股+140.24% | 加仓 |
 ITRONITRI |
| 0.82% | 1.49% | $672.6万 | 7.8万股 | $722.9万 | 8.1万股 | -2,925股-3.63% | 减仓 |
 Vulcan材料VMC |
| 0.81% | 1.28% | $666.7万 | 2.3万股 | $622.2万 | 2.3万股 | -250股-1.09% | 减仓 |
 道富·CORP COMSTT |
| 0.8% | 1.03% | $661.2万 | 3.9万股 | $501.0万 | 4.0万股 | -600股-1.52% | 减仓 |
 TOMPKINS FINLTMP |
| 0.78% | 1.11% | $642.1万 | 6.8万股 | $542.4万 | 6.9万股 | -860股-1.25% | 减仓 |
| NNEW JERSEY RESNJR |
| 0.75% | 1.32% | $616.2万 | 11.0万股 | $644.0万 | 11.7万股 | -7,300股-6.23% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.72% | — | $589.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 CienaCIEN |
| 0.7% | 0.99% | $575.2万 | 1.2万股 | $481.4万 | 1.2万股 | -675股-5.44% | 减仓 |
 SYSCO COMSYY |
| 0.69% | 1.02% | $567.1万 | 6.8万股 | $496.9万 | 7.0万股 | -1,813股-2.60% | 减仓 |
| T赛默飞世尔TMO |
| 0.68% | 1.11% | $561.4万 | 1.1万股 | $540.4万 | 1.1万股 | +203股+1.85% | 加仓 |
 辉瑞PFE |
| 0.67% | 1.23% | $552.0万 | 22.9万股 | $601.2万 | 21.4万股 | +1.5万股+7.07% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 0.65% | 0.92% | $532.0万 | 16.3万股 | $446.8万 | 17.0万股 | -7,166股-4.22% | 减仓 |
| V先锋领航指数基金VOO |
| 0.64% | 0.81% | $530.8万 | 7,728股 | $395.2万 | 6,614股 | +1,114股+16.84% | 加仓 |
