 苹果AAPL |
| 3.08% | 3.01% | $845.9万 | 2.9万股 | $601.1万 | 2.4万股 | +5,549股+23.43% | 加仓 |
 美光科技MU |
| 2.96% | — | $811.2万 | 7,028股 | $0 | 0股 | +7,028股 | 新买入 |
 美国运通AXP |
| 2.8% | 2.79% | $769.2万 | 2.3万股 | $557.2万 | 1.8万股 | +4,319股+23.44% | 加仓 |
 UNITED RENTALSURI |
| 2.77% | 1.98% | $760.4万 | 6,712股 | $396.3万 | 5,440股 | +1,272股+23.38% | 加仓 |
| Q高通QCOM |
| 2.64% | 1.51% | $723.7万 | 3.9万股 | $302.5万 | 2.3万股 | +1.6万股+66.70% | 加仓 |
 卡特彼勒CAT |
| 2.6% | 1.93% | $714.0万 | 6,705股 | $384.9万 | 5,433股 | +1,272股+23.41% | 加仓 |
 WILLIAMS SONOMAWSM |
| 2.56% | 2.23% | $702.0万 | 3.0万股 | $444.9万 | 2.4万股 | +5,714股+23.42% | 加仓 |
 德文能源DVN |
| 2.36% | 3.21% | $649.0万 | 15.7万股 | $640.2万 | 12.7万股 | +3.0万股+23.45% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 2.32% | 2.85% | $636.6万 | 5.0万股 | $568.9万 | 4.1万股 | +9,563股+23.43% | 加仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 2.3% | 2.14% | $631.2万 | 5.9万股 | $427.4万 | 4.7万股 | +1.1万股+23.47% | 加仓 |
 英伟达NVDA |
| 2.24% | 2.17% | $613.4万 | 3.1万股 | $433.0万 | 2.5万股 | +5,826股+23.46% | 加仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 2.22% | 2.21% | $608.3万 | 8.0万股 | $440.8万 | 6.5万股 | +1.5万股+23.42% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.21% | — | $606.1万 | 8,116股 | $0 | 0股 | +8,116股 | 新买入 |
 艾伯维ABBV |
| 2.06% | 1.99% | $566.5万 | 2.3万股 | $396.5万 | 1.8万股 | +4,279股+23.47% | 加仓 |
 切尼尔能源LNG |
| 2.04% | 2.7% | $560.5万 | 2.3万股 | $539.0万 | 1.9万股 | +4,457股+23.47% | 加仓 |
 PRICE T ROWE COMTROW |
| 2.04% | 1.8% | $558.9万 | 4.9万股 | $358.9万 | 4.0万股 | +9,346股+23.47% | 加仓 |
 EOG资源EOG |
| 2.03% | 2.51% | $556.4万 | 4.3万股 | $502.4万 | 3.5万股 | +8,143股+23.43% | 加仓 |
 AMGEN COMAMGN |
| 2.02% | 2.18% | $553.4万 | 1.5万股 | $435.7万 | 1.2万股 | +2,900股+23.42% | 加仓 |
 3M COMMMM |
| 1.99% | 1.99% | $547.0万 | 3.4万股 | $397.6万 | 2.7万股 | +6,411股+23.42% | 加仓 |
| AAMCORAMCR |
| 1.94% | 1.98% | $531.4万 | 12.3万股 | $394.6万 | 9.9万股 | +2.3万股+23.48% | 加仓 |
 宣伟SHW |
| 1.89% | 1.96% | $519.5万 | 1.5万股 | $391.8万 | 1.2万股 | +2,866股+23.45% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 1.88% | 1.83% | $515.1万 | 2.3万股 | $364.9万 | 1.8万股 | +4,310股+23.42% | 加仓 |
 ICICI BANK LIMITEDIBN |
| 1.88% | 1.74% | $514.7万 | 18.0万股 | $347.5万 | 14.6万股 | +3.4万股+23.43% | 加仓 |
 百事可乐PEP |
| 1.87% | 2.38% | $512.6万 | 3.8万股 | $476.3万 | 3.1万股 | +7,186股+23.43% | 加仓 |
 VisaV |
| 1.86% | 1.83% | $511.6万 | 1.5万股 | $365.1万 | 1.2万股 | +2,830股+23.43% | 加仓 |
 METLIFE COMMET |
| 1.85% | 1.72% | $508.9万 | 6.0万股 | $344.5万 | 4.9万股 | +1.1万股+23.47% | 加仓 |
 甲骨文ORCL |
| 1.84% | 1.53% | $504.3万 | 3.4万股 | $305.3万 | 2.1万股 | +1.4万股+65.81% | 加仓 |
 SYSCO COMSYY |
| 1.79% | 1.7% | $491.0万 | 5.9万股 | $339.4万 | 4.8万股 | +1.1万股+23.46% | 加仓 |
 TJXTJX |
| 1.77% | 1.56% | $485.6万 | 3.2万股 | $311.6万 | 2.0万股 | +1.3万股+64.25% | 加仓 |
 家得宝HD |
| 1.74% | 0.74% | $478.9万 | 1.4万股 | $148.5万 | 4,515股 | +9,063股+200.73% | 加仓 |
 LOWES COS COMLOW |
| 1.72% | 2.05% | $472.4万 | 2.1万股 | $410.3万 | 1.7万股 | +4,060股+23.38% | 加仓 |
 阿默普莱斯AMP |
| 1.69% | 1.83% | $464.4万 | 1.0万股 | $364.5万 | 8,203股 | +1,920股+23.41% | 加仓 |
 百时美施贵宝BMY |
| 1.63% | 1.91% | $448.3万 | 7.8万股 | $382.3万 | 6.3万股 | +1.5万股+23.41% | 加仓 |
 威瑞森VZ |
| 1.63% | 2.15% | $446.2万 | 10.5万股 | $428.6万 | 8.5万股 | +2.0万股+23.44% | 加仓 |
 保德信金融PRU |
| 1.6% | 1.62% | $440.4万 | 4.1万股 | $322.9万 | 3.3万股 | +7,751股+23.45% | 加仓 |
| CCARLYLE COMCG |
| 1.53% | 1.96% | $419.7万 | 10.0万股 | $390.8万 | 8.1万股 | +1.9万股+23.43% | 加仓 |
 可口可乐KO |
| 1.51% | 1.57% | $413.1万 | 5.1万股 | $313.2万 | 4.1万股 | +9,646股+23.42% | 加仓 |
 万事达MA |
| 1.45% | 1.57% | $398.9万 | 7,766股 | $314.3万 | 6,291股 | +1,475股+23.45% | 加仓 |
 VistraVST |
| 1.43% | 1.51% | $393.6万 | 2.5万股 | $302.1万 | 2.0万股 | +4,713股+23.45% | 加仓 |
 LPL金融LPLA |
| 1.43% | 1.7% | $392.7万 | 1.4万股 | $339.6万 | 1.1万股 | +2,652股+23.49% | 加仓 |
 波音BA |
| 1.42% | 1.45% | $388.8万 | 1.8万股 | $289.7万 | 1.5万股 | +3,407股+23.41% | 加仓 |
 洛克希德马丁LMT |
| 1.4% | 1.85% | $384.4万 | 7,545股 | $369.5万 | 6,114股 | +1,431股+23.41% | 加仓 |
 Meta平台META |
| 1.37% | 1.55% | $377.2万 | 6,697股 | $310.4万 | 5,425股 | +1,272股+23.45% | 加仓 |
 ADOBE COMADBE |
| 1.37% | 0.76% | $374.8万 | 1.8万股 | $151.2万 | 6,221股 | +1.2万股+193.89% | 加仓 |
 CF INDSCF |
| 1.34% | 2.84% | $368.4万 | 3.4万股 | $566.4万 | 4.4万股 | -9,598股-22.00% | 减仓 |
 金佰利KMB |
| 1.31% | 1.28% | $360.1万 | 3.3万股 | $256.4万 | 2.7万股 | +6,221股+23.40% | 加仓 |
 ILLINOIS TOOLITW |
| 1.3% | 1.4% | $357.8万 | 1.3万股 | $279.0万 | 1.1万股 | +2,510股+23.42% | 加仓 |
| O宏盟集团OMC |
| 1.21% | 1.39% | $331.3万 | 4.5万股 | $277.6万 | 3.7万股 | +8,631股+23.41% | 加仓 |
 穆迪MCO |
| 1.18% | 1.27% | $324.0万 | 7,153股 | $252.9万 | 5,796股 | +1,357股+23.41% | 加仓 |
 FIRST SOLAR COMFSLR |
| 1.13% | — | $311.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
