 亚马逊AMZN |
| 4.34% | 4.15% | $587.3万 | 2.1万股 | $479.0万 | 2.0万股 | +920股+4.49% | 加仓 |
 美光科技MU |
| 4% | 2.69% | $541.0万 | 6,316股 | $310.2万 | 7,360股 | -1,044股-14.18% | 减仓 |
 苹果AAPL |
| 3.92% | 3.81% | $530.3万 | 1.7万股 | $440.4万 | 1.7万股 | +389股+2.30% | 加仓 |
 沃尔玛WMT |
| 3.44% | 4.48% | $464.5万 | 4.1万股 | $517.7万 | 4.0万股 | +1,111股+2.77% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.43% | 3.45% | $464.3万 | 1.3万股 | $398.4万 | 1.3万股 | +656股+5.21% | 加仓 |
 英伟达NVDA |
| 3.18% | 3.01% | $430.6万 | 2.0万股 | $347.8万 | 1.9万股 | +732股+3.87% | 加仓 |
| EENI SPAE |
| 3.11% | 3.57% | $420.4万 | 7.6万股 | $411.7万 | 7.4万股 | +1,865股+2.52% | 加仓 |
 卡特彼勒CAT |
| 3.1% | 3.37% | $419.1万 | 4,896股 | $389.6万 | 4,950股 | -54股-1.09% | 减仓 |
 礼来LLY |
| 2.88% | 2.42% | $389.4万 | 3,206股 | $279.0万 | 2,921股 | +285股+9.76% | 加仓 |
 VisaV |
| 2.86% | 2.59% | $387.0万 | 1.1万股 | $299.3万 | 9,710股 | +917股+9.44% | 加仓 |
 AXON ENTERPRISEAXON |
| 2.75% | 1.85% | $371.9万 | 5,958股 | $214.0万 | 6,092股 | -134股-2.20% | 减仓 |
 微软MSFT |
| 2.63% | 2.15% | $355.3万 | 7,082股 | $247.8万 | 6,642股 | +440股+6.62% | 加仓 |
 好市多COST |
| 2.49% | 2.92% | $337.0万 | 3,564股 | $336.6万 | 3,262股 | +302股+9.26% | 加仓 |
| CCOMMERCIAL METALSCMC |
| 2.42% | 2.33% | $327.6万 | 4.5万股 | $269.1万 | 4.1万股 | +3,786股+9.23% | 加仓 |
 麦当劳MCD |
| 2.35% | 2.87% | $318.2万 | 1.2万股 | $331.9万 | 1.1万股 | +946股+8.82% | 加仓 |
 EOG资源EOG |
| 2.34% | 2.55% | $315.9万 | 2.2万股 | $294.2万 | 2.2万股 | +759股+3.52% | 加仓 |
| CCANADIAN NAT RESCNQ |
| 2.09% | 2.18% | $282.2万 | 6.0万股 | $252.0万 | 5.5万股 | +4,452股+8.07% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.04% | 2.01% | $276.0万 | 5,266股 | $232.6万 | 4,794股 | +472股+9.85% | 加仓 |
 美国电力AEP |
| 1.95% | 2.41% | $263.2万 | 2.1万股 | $277.7万 | 2.0万股 | +1,190股+5.88% | 加仓 |
 雪佛龙CVX |
| 1.9% | 1.87% | $257.1万 | 1.3万股 | $216.0万 | 1.1万股 | +1,795股+15.82% | 加仓 |
 ATMOS ENERGYATO |
| 1.78% | 2.23% | $240.6万 | 1.4万股 | $257.2万 | 1.3万股 | +940股+7.03% | 加仓 |
 NETFLIXNFLX |
| 1.73% | 2.3% | $233.7万 | 3.1万股 | $265.6万 | 2.6万股 | +4,634股+17.80% | 加仓 |
 爱迪生联合电气ED |
| 1.69% | 1.86% | $228.8万 | 2.1万股 | $214.9万 | 1.9万股 | +2,807股+15.02% | 加仓 |
 林德LIN |
| 1.62% | 1.66% | $219.1万 | 4,441股 | $191.9万 | 3,813股 | +628股+16.47% | 加仓 |
 威瑞森VZ |
| 1.54% | 1.78% | $208.6万 | 4.4万股 | $205.3万 | 4.3万股 | +1,337股+3.11% | 加仓 |
 马丁玛丽埃塔MLM |
| 1.5% | 1.85% | $203.1万 | 3,662股 | $213.2万 | 3,408股 | +254股+7.45% | 加仓 |
 万事达MA |
| 1.36% | 1.39% | $183.3万 | 3,235股 | $161.0万 | 3,197股 | +38股+1.19% | 加仓 |
 迪士尼DIS |
| 1.34% | 1.34% | $181.6万 | 1.8万股 | $155.1万 | 1.6万股 | +1,994股+12.83% | 加仓 |
 迪尔DE |
| 1.26% | 1.43% | $169.9万 | 2,741股 | $164.6万 | 2,663股 | +78股+2.93% | 加仓 |
 雅培ABT |
| 1.17% | 1.13% | $158.3万 | 1.4万股 | $130.6万 | 1.3万股 | +1,692股+13.30% | 加仓 |
 Vulcan材料VMC |
| 1.17% | 1.18% | $158.0万 | 5,490股 | $135.8万 | 4,635股 | +855股+18.45% | 加仓 |
| FFASTENAL COMFAST |
| 1.17% | 1.12% | $157.6万 | 3.0万股 | $129.6万 | 2.6万股 | +3,420股+12.95% | 加仓 |
 应用材料AMAT |
| 1.16% | 0.97% | $157.1万 | 2,935股 | $112.4万 | 2,826股 | +109股+3.86% | 加仓 |
 Extra SpaceEXR |
| 1.14% | 1.36% | $154.4万 | 1.1万股 | $157.3万 | 1.1万股 | -764股-6.76% | 减仓 |
 强生JNJ |
| 1.13% | 0.82% | $152.3万 | 5,868股 | $94.2万 | 3,903股 | +1,965股+50.35% | 加仓 |
 阿斯麦ASML |
| 1.07% | 0.97% | $144.8万 | 799股 | $111.5万 | 770股 | +29股+3.77% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.96% | 0.92% | $129.4万 | 1.4万股 | $106.2万 | 1.1万股 | +2,546股+22.62% | 加仓 |
 诺华NVS |
| 0.93% | 1.06% | $125.4万 | 8,071股 | $122.7万 | 7,916股 | +155股+1.96% | 加仓 |
 AMD超威AMD |
| 0.86% | 0.5% | $116.5万 | 2,485股 | $57.6万 | 2,435股 | +50股+2.05% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 0.84% | 0.9% | $113.7万 | 3,511股 | $103.4万 | 3,526股 | -15股-0.43% | 减仓 |
 家得宝HD |
| 0.79% | 0.79% | $106.6万 | 2,983股 | $90.7万 | 2,671股 | +312股+11.68% | 加仓 |
 宝洁PG |
| 0.74% | 0.51% | $100.0万 | 6,934股 | $58.4万 | 3,981股 | +2,953股+74.18% | 加仓 |
 赛莱默XYL |
| 0.74% | 0.91% | $99.4万 | 8,097股 | $104.7万 | 8,091股 | +6股+0.07% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.73% | 0.62% | $98.8万 | 1.1万股 | $71.0万 | 8,255股 | +3,050股+36.95% | 加仓 |
 MCKESSON COMMCK |
| 0.72% | 0.62% | $97.1万 | 1,082股 | $72.1万 | 826股 | +256股+30.99% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.63% | 0.46% | $85.2万 | 2,673股 | $53.3万 | 2,268股 | +405股+17.86% | 加仓 |
 YUM BRANDS COMYUM |
| 0.62% | 0.75% | $83.6万 | 5,819股 | $86.1万 | 5,356股 | +463股+8.64% | 加仓 |
 谷歌AGOOGL |
| 0.52% | 0.62% | $70.6万 | 2,005股 | $71.8万 | 2,255股 | -250股-11.09% | 减仓 |
| IING GROEP N.V. SPONSORED ADRING |
| 0.48% | 0.38% | $64.6万 | 1.8万股 | $43.8万 | 1.5万股 | +2,972股+19.41% | 加仓 |
 美国银行OZK |
| 0.47% | — | $64.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
