 史丹利百得SWK |
| 7.49% | 5.94% | $5,098.7万 | 54.2万股 | $3,791.2万 | 53.4万股 | +8,198股+1.54% | 加仓 |
 摩根大通JPM |
| 7.3% | 6.85% | $4,972.2万 | 15.2万股 | $4,368.8万 | 14.9万股 | +3,385股+2.28% | 加仓 |
 通用汽车GM |
| 7.09% | 7.17% | $4,826.8万 | 62.6万股 | $4,571.2万 | 61.4万股 | +1.3万股+2.06% | 加仓 |
 好事达ALL |
| 6.61% | 6.07% | $4,500.2万 | 18.9万股 | $3,868.2万 | 18.7万股 | +2,570股+1.38% | 加仓 |
 PIEDMONT REALTY TRUSTPDM |
| 6.6% | 5.04% | $4,491.9万 | 490.9万股 | $3,214.4万 | 489.3万股 | +1.7万股+0.34% | 加仓 |
 WELLS FARGO NEWWFC |
| 6.36% | 6.42% | $4,330.7万 | 52.4万股 | $4,094.6万 | 51.4万股 | +9,717股+1.89% | 加仓 |
 微软MSFT |
| 6.1% | 6.46% | $4,151.1万 | 11.1万股 | $4,119.4万 | 11.1万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 5.84% | 7.16% | $3,979.2万 | 94.0万股 | $4,567.2万 | 91.0万股 | +3.0万股+3.30% | 加仓 |
 MOHAWK INDSMHK |
| 5.59% | 4.68% | $3,809.5万 | 31.4万股 | $2,984.4万 | 30.3万股 | +1.1万股+3.59% | 加仓 |
 捷迈邦美ZBH |
| 5.33% | 5.71% | $3,631.8万 | 42.2万股 | $3,643.8万 | 40.3万股 | +1.9万股+4.69% | 加仓 |
| MMEDICAL PROPERTIES TRUSTMPT |
| 5.16% | 5.33% | $3,516.3万 | 761.1万股 | $3,402.5万 | 734.9万股 | +26.2万股+3.57% | 加仓 |
| CCIGNALIBD |
| 5.01% | 5.06% | $3,408.6万 | 12.4万股 | $3,228.9万 | 12.1万股 | +2,601股+2.15% | 加仓 |
 辉瑞PFE |
| 4.92% | 5.23% | $3,347.3万 | 139.0万股 | $3,334.3万 | 118.7万股 | +20.3万股+17.07% | 加仓 |
 财捷INTU |
| 4.8% | — | $3,271.2万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
| CCONAGRA BRANDSCAG |
| 4.69% | 5.54% | $3,191.5万 | 237.1万股 | $3,534.4万 | 224.8万股 | +12.3万股+5.46% | 加仓 |
 VICI PPTYS COMVICI |
| 4.49% | 4.72% | $3,060.2万 | 115.3万股 | $3,009.2万 | 110.1万股 | +5.1万股+4.64% | 加仓 |
 MOLSON COORS BEVERAGE CL BTAP |
| 4.32% | 4.56% | $2,944.0万 | 75.6万股 | $2,909.7万 | 67.6万股 | +8.0万股+11.83% | 加仓 |
 好市多COST |
| 1.76% | 1.98% | $1,195.2万 | 1.3万股 | $1,264.5万 | 1.3万股 | +86股+0.68% | 加仓 |
| Q高通QCOM |
| 0.08% | 5.7% | $55.1万 | 2,979股 | $3,635.6万 | 28.2万股 | -27.9万股-98.94% | 减仓 |
 苹果AAPL |
| 0.08% | 0.08% | $54.9万 | 1,896股 | $48.1万 | 1,896股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.06% | 0.06% | $43.7万 | 1,846股 | $39.7万 | 1,846股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.06% | 0.03% | $43.3万 | 1,000股 | $21.4万 | 1,000股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.06% | 0.06% | $42.3万 | 1,682股 | $36.6万 | 1,682股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.05% | 0.05% | $36.2万 | 1,808股 | $31.5万 | 1,808股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.04% | 0.04% | $28.3万 | 800股 | $22.9万 | 800股 | 00.00% | 持仓不变 |
| SSCIENCE APPLICATIONS INTLSAIC |
| 0.03% | — | $22.7万 | 2,059股 | $0 | 0股 | +2,059股 | 新买入 |
 LEIDOS COMLDOS |
| 0.03% | 0.05% | $22.6万 | 2,197股 | $34.2万 | 2,197股 | 00.00% | 持仓不变 |
 VisaV |
| 0.03% | — | $20.6万 | 600股 | $0 | 0股 | +600股 | 新买入 |
