 博通AVGO |
| 4.92% | 4.27% | $1,414.8万 | 3.7万股 | $1,140.5万 | 3.7万股 | +605股+1.64% | 加仓 |
 德州仪器TXN |
| 4.55% | 3.21% | $1,307.0万 | 4.4万股 | $858.0万 | 4.4万股 | -345股-0.78% | 减仓 |
 RYDER SYSR |
| 4.54% | 4% | $1,306.0万 | 5.0万股 | $1,070.1万 | 5.2万股 | -2,760股-5.28% | 减仓 |
 卡地纳健康CAH |
| 4.32% | 4.18% | $1,242.6万 | 5.2万股 | $1,118.8万 | 5.3万股 | -640股-1.21% | 减仓 |
| C花旗集团C |
| 3.59% | 3.14% | $1,031.9万 | 7.4万股 | $840.8万 | 7.4万股 | -410股-0.55% | 减仓 |
 SOUTHWEST AIRLS COMLUV |
| 3.5% | 2.47% | $1,005.2万 | 19.5万股 | $661.5万 | 17.6万股 | +1.9万股+11.02% | 加仓 |
 苹果AAPL |
| 3.5% | 3.29% | $1,005.0万 | 3.5万股 | $878.4万 | 3.5万股 | +120股+0.35% | 加仓 |
 Arista网络ANET |
| 3.49% | 2.71% | $1,003.7万 | 5.9万股 | $725.1万 | 5.9万股 | +30股+0.05% | 加仓 |
| BBANK OF AMERBAC |
| 3.48% | 3.19% | $1,001.3万 | 17.6万股 | $853.9万 | 17.5万股 | +575股+0.33% | 加仓 |
 CencoraCOR |
| 3.47% | 4.16% | $997.8万 | 3.5万股 | $1,111.8万 | 3.5万股 | -130股-0.37% | 减仓 |
 GE航空GE |
| 3.47% | 2.56% | $996.4万 | 2.7万股 | $684.3万 | 2.4万股 | +2,545股+10.55% | 加仓 |
 ONEOKOKE |
| 3.46% | 3.9% | $995.6万 | 11.5万股 | $1,044.1万 | 11.6万股 | -990股-0.86% | 减仓 |
 英伟达NVDA |
| 3.36% | 3.17% | $967.0万 | 4.8万股 | $847.2万 | 4.9万股 | -250股-0.51% | 减仓 |
 SYSCO COMSYY |
| 3.33% | 2.79% | $957.5万 | 11.5万股 | $746.8万 | 10.5万股 | +9,865股+9.42% | 加仓 |
 艾伯维ABBV |
| 3.33% | 3.02% | $956.9万 | 3.8万股 | $808.3万 | 3.7万股 | +860股+2.31% | 加仓 |
 TARGET COMTGT |
| 3.31% | 3.6% | $951.7万 | 7.3万股 | $962.2万 | 7.9万股 | -6,525股-8.22% | 减仓 |
 威廉姆斯WMB |
| 3.31% | 3.63% | $950.0万 | 12.8万股 | $969.7万 | 13.3万股 | -5,445股-4.09% | 减仓 |
 TJXTJX |
| 3.28% | 3.77% | $943.3万 | 6.2万股 | $1,006.9万 | 6.3万股 | -785股-1.25% | 减仓 |
 伊顿ETN |
| 3.25% | 2.94% | $935.0万 | 2.2万股 | $785.5万 | 2.2万股 | -20股-0.09% | 减仓 |
 VALERO ENERGY COMVLO |
| 3.13% | 4.31% | $898.1万 | 3.4万股 | $1,153.3万 | 4.7万股 | -1.2万股-26.13% | 减仓 |
 Targa资源TRGP |
| 3.08% | 4.12% | $885.8万 | 3.3万股 | $1,102.8万 | 4.4万股 | -1.1万股-24.89% | 减仓 |
 微软MSFT |
| 3.07% | 2.55% | $882.5万 | 2.4万股 | $682.3万 | 1.8万股 | +5,225股+28.35% | 加仓 |
 景顺IVZ |
| 3.06% | 2.94% | $878.8万 | 33.3万股 | $786.6万 | 32.4万股 | +9,165股+2.83% | 加仓 |
| BBEST BUYBBY |
| 3.05% | 2.46% | $877.4万 | 11.6万股 | $658.0万 | 10.2万股 | +1.3万股+12.82% | 加仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 2.82% | 2.62% | $811.2万 | 10.7万股 | $701.8万 | 10.3万股 | +3,490股+3.38% | 加仓 |
 联邦快递FDX |
| 2.78% | 3.75% | $799.0万 | 2.6万股 | $1,001.8万 | 2.8万股 | -2,610股-9.28% | 减仓 |
 KROGER COMKR |
| 2.59% | 3.65% | $744.6万 | 13.4万股 | $976.3万 | 13.5万股 | -835股-0.62% | 减仓 |
 波音BA |
| 2.58% | 2.41% | $742.4万 | 3.4万股 | $645.1万 | 3.2万股 | +1,885股+5.82% | 加仓 |
 麦当劳MCD |
| 2.56% | 3.15% | $734.6万 | 2.7万股 | $842.8万 | 2.7万股 | +60股+0.22% | 加仓 |
 GE VernovaGEV |
| 1.07% | 1.03% | $307.0万 | 2,613股 | $276.0万 | 3,162股 | -549股-17.36% | 减仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.66% | — | $189.6万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.05% | 0.07% | $14.6万 | 195股 | $18.2万 | 280股 | -85股-30.36% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.01% | 0.01% | $3.4万 | 160股 | $3.1万 | 160股 | 00.00% | 持仓不变 |
