 QUANTA SVCSPWR |
| 9.98% | 9.83% | $920.0万 | 1.3万股 | $868.5万 | 1.6万股 | -3,043股-19.24% | 减仓 |
 好市多COST |
| 9.54% | 11.39% | $879.6万 | 9,403股 | $1,006.5万 | 1.0万股 | -698股-6.91% | 减仓 |
 黑石集团BX |
| 8.09% | 7.98% | $745.9万 | 6.3万股 | $705.2万 | 6.1万股 | +2,049股+3.34% | 加仓 |
 联合健康UNH |
| 7.71% | 6.8% | $710.8万 | 1.7万股 | $600.8万 | 2.2万股 | -5,100股-22.97% | 减仓 |
 微软MSFT |
| 5.62% | 5.54% | $518.2万 | 1.4万股 | $489.4万 | 1.3万股 | +670股+5.07% | 加仓 |
 亚马逊AMZN |
| 5.19% | 4.62% | $478.4万 | 2.0万股 | $408.5万 | 2.0万股 | +466股+2.38% | 加仓 |
 谷歌AGOOGL |
| 4.78% | 3.72% | $440.4万 | 1.2万股 | $329.0万 | 1.1万股 | +909股+7.95% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 4.76% | 5.66% | $438.7万 | 2.0万股 | $500.4万 | 2.6万股 | -5,356股-20.91% | 减仓 |
 切尼尔能源LNG |
| 4.07% | 5.04% | $374.9万 | 1.6万股 | $445.0万 | 1.6万股 | +5股+0.03% | 加仓 |
| T赛默飞世尔TMO |
| 3.92% | 4.14% | $361.0万 | 7,200股 | $366.2万 | 7,450股 | -250股-3.36% | 减仓 |
 TJXTJX |
| 3.72% | 4.09% | $342.6万 | 2.3万股 | $361.2万 | 2.3万股 | 00.00% | 持仓不变 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 3.68% | 2.05% | $339.5万 | 6.7万股 | $181.2万 | 3.6万股 | +3.1万股+87.29% | 加仓 |
 WELLTOWER COMWELL |
| 3.23% | 2.97% | $297.9万 | 1.3万股 | $262.5万 | 1.3万股 | -150股-1.13% | 减仓 |
| TTyler科技TYL |
| 3.01% | 1.7% | $277.6万 | 9,491股 | $149.8万 | 4,376股 | +5,115股+116.89% | 加仓 |
 嘉信理财SCHW |
| 2.74% | 2.91% | $252.5万 | 2.7万股 | $257.1万 | 2.7万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 2.49% | 2.79% | $229.8万 | 1.0万股 | $246.3万 | 1.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.47% | 2.29% | $227.6万 | 1.1万股 | $202.3万 | 1.2万股 | -107股-0.92% | 减仓 |
 CROWN CASTLE COMCCI |
| 2.21% | 0.96% | $203.6万 | 2.7万股 | $85.2万 | 1.0万股 | +1.6万股+156.61% | 加仓 |
| G高盛ETF信托GINC |
| 2.13% | 1.48% | $196.5万 | 3.3万股 | $130.5万 | 2.6万股 | +7,105股+26.94% | 加仓 |
 伍德沃德WWD |
| 2.08% | 1.82% | $191.4万 | 4,500股 | $161.1万 | 4,500股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.4% | 1.35% | $128.7万 | 1,725股 | $119.2万 | 1,825股 | -100股-5.48% | 减仓 |
| CCARLYLE COMCG |
| 1.03% | 1.24% | $94.9万 | 2.3万股 | $109.6万 | 2.3万股 | -100股-0.44% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.85% | 0.81% | $78.6万 | 2,500股 | $71.8万 | 2,500股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 0.65% | 0.73% | $59.7万 | 1,800股 | $64.6万 | 2,000股 | -200股-10.00% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.59% | 0.58% | $54.2万 | 9,425股 | $50.9万 | 9,167股 | +258股+2.81% | 加仓 |
 优步UBER |
| 0.58% | — | $53.8万 | 7,392股 | $0 | 0股 | +7,392股 | 新买入 |
 TELEFLEX INCORPORATEDTFX |
| 0.53% | 0.52% | $48.8万 | 3,850股 | $46.0万 | 3,850股 | 00.00% | 持仓不变 |
 HEICOHEI |
| 0.51% | 0.44% | $47.1万 | 1,825股 | $38.5万 | 1,825股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVVW |
| 0.5% | 0.47% | $46.1万 | 1.0万股 | $41.7万 | 9,545股 | +863股+9.04% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.43% | 0.46% | $39.9万 | 1.1万股 | $41.0万 | 1.1万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 0.39% | 0.45% | $35.6万 | 6,186股 | $40.0万 | 7,055股 | -869股-12.32% | 减仓 |
 沃尔玛WMT |
| 0.33% | 0.37% | $30.2万 | 2,664股 | $33.1万 | 2,664股 | 00.00% | 持仓不变 |
 安桥ENB |
| 0.29% | 0.3% | $26.7万 | 4,920股 | $26.6万 | 4,920股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.26% | 0.24% | $23.7万 | 725股 | $21.3万 | 725股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.24% | 0.25% | $22.0万 | 416股 | $21.9万 | 472股 | -56股-11.86% | 减仓 |
