 江森自控JCI |
| 4.27% | 4.14% | $81.49亿 | 5,577.6万股 | $75.30亿 | 5,750.6万股 | -173.0万股-3.01% | 减仓 |
 嘉信理财SCHW |
| 3.72% | 3.87% | $71.02亿 | 7,696.8万股 | $70.49亿 | 7,500.3万股 | +196.5万股+2.62% | 加仓 |
 雷神技术RTX |
| 3.49% | 3.76% | $66.62亿 | 3,511.3万股 | $68.43亿 | 3,547.3万股 | -36.0万股-1.02% | 减仓 |
 CVS健康CVS |
| 2.71% | 2.04% | $51.74亿 | 5,001.3万股 | $37.19亿 | 5,178.0万股 | -176.7万股-3.41% | 减仓 |
 微软MSFT |
| 2.51% | 2.43% | $47.88亿 | 1,283.6万股 | $44.27亿 | 1,196.0万股 | +87.6万股+7.33% | 加仓 |
 BOOKING COMBKNG |
| 2.38% | 2.31% | $45.52亿 | 2,553.7万股 | $42.00亿 | 99.7万股 | +2,453.9万股+2,460.10% | 加仓 |
 HUMANA COMHUM |
| 2.28% | 1.08% | $43.46亿 | 1,094.0万股 | $19.73亿 | 1,138.1万股 | -44.0万股-3.87% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.21% | 1.93% | $42.26亿 | 1,196.1万股 | $35.08亿 | 1,222.9万股 | -26.7万股-2.19% | 减仓 |
 METLIFE COMMET |
| 2.15% | 1.99% | $40.98亿 | 4,843.1万股 | $36.15亿 | 5,111.5万股 | -268.4万股-5.25% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 2.14% | 1.9% | $40.97亿 | 5,476.2万股 | $34.56亿 | 5,310.2万股 | +166.0万股+3.13% | 加仓 |
 亚马逊AMZN |
| 2.08% | 1.73% | $39.82亿 | 1,670.9万股 | $31.47亿 | 1,511.0万股 | +159.9万股+10.58% | 加仓 |
 谷歌AGOOGL |
| 1.99% | 1.68% | $38.09亿 | 1,065.9万股 | $30.55亿 | 1,062.4万股 | +3.4万股+0.32% | 加仓 |
 联合健康UNH |
| 1.97% | 1.41% | $37.71亿 | 907.2万股 | $25.62亿 | 946.7万股 | -39.4万股-4.17% | 减仓 |
 Meta平台META |
| 1.91% | 1.58% | $36.55亿 | 648.9万股 | $28.69亿 | 501.4万股 | +147.5万股+29.41% | 加仓 |
 西方石油OXY |
| 1.85% | 2.65% | $35.34亿 | 7,276.5万股 | $48.16亿 | 7,408.6万股 | -132.1万股-1.78% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 1.79% | 1.69% | $34.21亿 | 1,696.9万股 | $30.70亿 | 1,468.9万股 | +228.0万股+15.52% | 加仓 |
| CCIGNALIBD |
| 1.76% | 1.69% | $33.56亿 | 1,217.4万股 | $30.83亿 | 1,155.6万股 | +61.8万股+5.35% | 加仓 |
 再生元REGN |
| 1.59% | 1.89% | $30.37亿 | 487.1万股 | $34.45亿 | 445.8万股 | +41.3万股+9.26% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 1.57% | 1.86% | $29.91亿 | 2,367.8万股 | $33.80亿 | 2,425.1万股 | -57.3万股-2.36% | 减仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 1.53% | 1.45% | $29.32亿 | 3,700.7万股 | $26.46亿 | 3,647.3万股 | +53.4万股+1.46% | 加仓 |
 AON SHS CL AAON |
| 1.49% | 1.44% | $28.50亿 | 859.3万股 | $26.20亿 | 811.6万股 | +47.7万股+5.88% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 1.49% | 1.78% | $28.45亿 | 1.16亿股 | $32.47亿 | 1.13亿股 | +279.5万股+2.47% | 加仓 |
 空气化工APD |
| 1.44% | 1.47% | $27.54亿 | 939.3万股 | $26.82亿 | 923.2万股 | +16.2万股+1.75% | 加仓 |
 FORTIVE COMFTV |
| 1.41% | 1.31% | $26.87亿 | 4,398.0万股 | $23.86亿 | 4,315.6万股 | +82.4万股+1.91% | 加仓 |
 布鲁克菲尔德BN |
| 1.36% | 1.32% | $26.07亿 | 6,121.1万股 | $23.95亿 | 5,918.7万股 | +202.4万股+3.42% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.36% | 1.36% | $25.89亿 | 3,132.8万股 | $24.81亿 | 3,116.8万股 | +16.0万股+0.51% | 加仓 |
 GSK SPONSORED ADRGSK |
| 1.32% | 1.78% | $25.27亿 | 4,819.8万股 | $32.38亿 | 5,866.3万股 | -1,046.5万股-17.84% | 减仓 |
| FFiservFISV |
| 1.29% | 1.54% | $24.62亿 | 5,019.5万股 | $28.05亿 | 5,026.1万股 | -6.6万股-0.13% | 减仓 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 1.27% | 1.13% | $24.29亿 | 2,947.7万股 | $20.59亿 | 2,968.4万股 | -20.6万股-0.70% | 减仓 |
| GGE医疗GEHC |
| 1.27% | 1.22% | $24.24亿 | 3,786.4万股 | $22.29亿 | 3,131.2万股 | +655.2万股+20.93% | 加仓 |
| B纽约梅隆银行BK |
| 1.26% | 1.53% | $24.02亿 | 1,660.8万股 | $27.76亿 | 2,340.2万股 | -679.3万股-29.03% | 减仓 |
 Roper科技ROP |
| 1.25% | 0.65% | $23.89亿 | 706.1万股 | $11.83亿 | 334.4万股 | +371.7万股+111.16% | 加仓 |
 联邦快递FDX |
| 1.19% | 1.95% | $22.65亿 | 723.3万股 | $35.56亿 | 998.3万股 | -275.0万股-27.55% | 减仓 |
 SBA通信SBAC |
| 1.14% | 1.14% | $21.75亿 | 1,232.3万股 | $20.79亿 | 1,208.0万股 | +24.3万股+2.01% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.13% | 0.88% | $21.50亿 | 936.4万股 | $15.93亿 | 735.5万股 | +200.9万股+27.31% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 1.12% | 1.74% | $21.38亿 | 1,503.2万股 | $31.58亿 | 1,462.7万股 | +40.5万股+2.77% | 加仓 |
| WWILLIS TOWERS WATSONWTW |
| 1.1% | 1.17% | $20.98亿 | 802.5万股 | $21.32亿 | 733.2万股 | +69.3万股+9.45% | 加仓 |
 捷迈邦美ZBH |
| 1.09% | 1.17% | $20.77亿 | 2,412.5万股 | $21.29亿 | 2,354.3万股 | +58.2万股+2.47% | 加仓 |
 CARRIER GLOBALCARR |
| 1.06% | 0.82% | $20.15亿 | 2,747.6万股 | $14.99亿 | 2,662.2万股 | +85.3万股+3.21% | 加仓 |
 贝克休斯BKR |
| 1.01% | 1.2% | $19.34亿 | 3,485.4万股 | $21.90亿 | 3,587.2万股 | -101.7万股-2.84% | 减仓 |
 富达·NATL INFORMATION SVCS COMFIS |
| 1% | 1.27% | $19.08亿 | 4,906.9万股 | $23.02亿 | 4,907.3万股 | -4,077股-0.01% | 减仓 |
 VisaV |
| 0.97% | <0.01% | $18.59亿 | 541.7万股 | $26.0万 | 859股 | +541.6万股+630,554.95% | 加仓 |
 第一资本COF |
| 0.96% | 0.88% | $18.29亿 | 911.8万股 | $16.01亿 | 877.5万股 | +34.3万股+3.91% | 加仓 |
 环联TRU |
| 0.91% | 0.62% | $17.46亿 | 2,419.6万股 | $11.20亿 | 1,619.0万股 | +800.7万股+49.46% | 加仓 |
 瑞银UBS |
| 0.87% | 0.72% | $16.66亿 | 3,363.0万股 | $13.09亿 | 3,364.5万股 | -1.4万股-0.04% | 减仓 |
 ELANCO ANIMAL HEALTHELAN |
| 0.87% | 0.91% | $16.59亿 | 6,739.7万股 | $16.50亿 | 6,894.4万股 | -154.7万股-2.24% | 减仓 |
| T赛默飞世尔TMO |
| 0.8% | 0.01% | $15.32亿 | 305.5万股 | $1,265.2万 | 2.6万股 | +302.9万股+11,767.36% | 加仓 |
 HALEON SPON ADSHLN |
| 0.73% | 0.81% | $13.99亿 | 1.50亿股 | $14.67亿 | 1.47亿股 | +339.5万股+2.32% | 加仓 |
 森科能源SU |
| 0.71% | 0.95% | $13.62亿 | 2,536.7万股 | $17.36亿 | 2,626.2万股 | -89.6万股-3.41% | 减仓 |
 因赛特INCY |
| 0.71% | 0.63% | $13.55亿 | 1,195.7万股 | $11.53亿 | 1,225.2万股 | -29.5万股-2.41% | 减仓 |
