 英伟达NVDA |
| 22.97% | 23.22% | $2.92亿 | 145.8万股 | $2.75亿 | 157.8万股 | -12.0万股-7.59% | 减仓 |
 苹果AAPL |
| 6.3% | 6.08% | $8,003.0万 | 27.7万股 | $7,206.8万 | 28.4万股 | -7,393股-2.60% | 减仓 |
| AATIATI |
| 3.25% | 3.27% | $4,124.8万 | 20.9万股 | $3,881.4万 | 26.7万股 | -5.8万股-21.57% | 减仓 |
| C花旗集团C |
| 2.7% | 2.45% | $3,428.1万 | 24.5万股 | $2,903.2万 | 25.6万股 | -1.1万股-4.32% | 减仓 |
 波音BA |
| 2.59% | 2.58% | $3,293.1万 | 15.2万股 | $3,055.3万 | 15.4万股 | -1,379股-0.90% | 减仓 |
| MMANPOWERGROUP WISMAN |
| 2.52% | 2.5% | $3,201.1万 | 94.8万股 | $2,959.9万 | 100.5万股 | -5.7万股-5.65% | 减仓 |
 LENNARLEN |
| 2.42% | 2.37% | $3,078.9万 | 34.4万股 | $2,808.9万 | 34.1万股 | +2,911股+0.85% | 加仓 |
| MMARCUS CORP DEL COMMCS |
| 1.84% | 1.5% | $2,334.6万 | 99.5万股 | $1,783.3万 | 103.9万股 | -4.3万股-4.19% | 减仓 |
 联合包裹UPSUPS |
| 1.79% | 1.76% | $2,275.2万 | 21.2万股 | $2,088.1万 | 21.2万股 | -604股-0.28% | 减仓 |
| Q高通QCOM |
| 1.71% | 1.75% | $2,176.6万 | 11.8万股 | $2,076.9万 | 16.1万股 | -4.3万股-26.96% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.66% | 1.61% | $2,105.6万 | 2.8万股 | $1,910.6万 | 2.9万股 | -1,183股-4.03% | 减仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 1.61% | 1.62% | $2,040.7万 | 25.8万股 | $1,919.6万 | 26.5万股 | -6,997股-2.64% | 减仓 |
 GATES INDLGTES |
| 1.53% | 1.33% | $1,945.6万 | 69.6万股 | $1,577.9万 | 69.8万股 | -2,269股-0.33% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.5% | 1.57% | $1,911.3万 | 23.1万股 | $1,863.0万 | 23.4万股 | -2,741股-1.17% | 减仓 |
 金佰利KMB |
| 1.42% | 0.35% | $1,801.8万 | 16.4万股 | $420.8万 | 4.4万股 | +12.1万股+276.35% | 加仓 |
| G通用动力VTI |
| 1.41% | 1.23% | $1,788.0万 | 4.8万股 | $1,458.9万 | 4.5万股 | +2,843股+6.25% | 加仓 |
| BBANK OF AMERBAC |
| 1.35% | 1.26% | $1,718.0万 | 30.2万股 | $1,492.4万 | 30.6万股 | -4,633股-1.51% | 减仓 |
 百时美施贵宝BMY |
| 1.33% | 1.54% | $1,692.5万 | 29.4万股 | $1,822.1万 | 30.0万股 | -6,691股-2.23% | 减仓 |
 Truist金融TFC |
| 1.33% | 1.37% | $1,689.5万 | 33.9万股 | $1,624.8万 | 35.3万股 | -1.4万股-4.06% | 减仓 |
 耐克NKE |
| 1.28% | 0.65% | $1,623.3万 | 39.5万股 | $775.3万 | 14.7万股 | +24.9万股+169.39% | 加仓 |
 微软MSFT |
| 1.09% | 0.99% | $1,387.2万 | 3.7万股 | $1,169.7万 | 3.2万股 | +5,591股+17.69% | 加仓 |
 CRANE NXTCXT |
| 1.06% | 0.92% | $1,345.9万 | 26.3万股 | $1,087.4万 | 26.8万股 | -4,832股-1.80% | 减仓 |
 LOUISIANA PACLPX |
| 1.02% | 0.92% | $1,289.4万 | 16.4万股 | $1,095.3万 | 15.1万股 | +1.3万股+8.88% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.9% | 1.04% | $1,137.4万 | 2.6万股 | $1,233.4万 | 2.6万股 | 00.00% | 持仓不变 |
 GOODYEAR TIRE & RUBRGT |
| 0.86% | 1.13% | $1,088.2万 | 164.9万股 | $1,334.4万 | 201.3万股 | -36.4万股-18.08% | 减仓 |
 DOLLAR GEN NEWDG |
| 0.85% | — | $1,083.7万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 捷迈邦美ZBH |
| 0.85% | 0.98% | $1,081.0万 | 12.6万股 | $1,159.6万 | 12.8万股 | -2,682股-2.09% | 减仓 |
 DOW COMDOW |
| 0.82% | 1.24% | $1,044.8万 | 38.2万股 | $1,472.4万 | 35.4万股 | +2.8万股+8.02% | 加仓 |
| AAPA公司APA |
| 0.81% | 1.16% | $1,034.3万 | 31.8万股 | $1,374.8万 | 32.4万股 | -6,361股-1.96% | 减仓 |
 HALLIBURTON COMHAL |
| 0.81% | 1.67% | $1,032.2万 | 30.4万股 | $1,978.2万 | 50.7万股 | -20.3万股-40.07% | 减仓 |
 SOUTHWEST AIRLS COMLUV |
| 0.75% | — | $955.6万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
 OLIN CORP COM PAR $1OLN |
| 0.7% | 1.19% | $888.5万 | 44.8万股 | $1,406.4万 | 47.3万股 | -2.5万股-5.24% | 减仓 |
 谷歌AGOOGL |
| 0.7% | 0.6% | $886.6万 | 2.5万股 | $716.4万 | 2.5万股 | -104股-0.42% | 减仓 |
| BBEST BUYBBY |
| 0.6% | 0.71% | $762.8万 | 10.1万股 | $837.2万 | 13.0万股 | -3.0万股-22.91% | 减仓 |
 迪士尼DIS |
| 0.58% | 0.64% | $741.5万 | 7.7万股 | $755.5万 | 7.8万股 | -1,344股-1.71% | 减仓 |
 美国合众银行USB |
| 0.57% | 0.49% | $727.9万 | 12.1万股 | $580.2万 | 11.2万股 | +8,954股+8.03% | 加仓 |
 卡特彼勒CAT |
| 0.57% | 0.41% | $722.7万 | 6,786股 | $480.6万 | 6,784股 | +2股+0.03% | 加仓 |
 泛林集团LRCX |
| 0.57% | 0.3% | $718.9万 | 1.7万股 | $356.0万 | 1.7万股 | -73股-0.44% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.54% | 0.51% | $686.9万 | 3.2万股 | $610.3万 | 3.2万股 | +488股+1.53% | 加仓 |
| IiShares安硕信托IWD |
| 0.52% | 0.48% | $659.8万 | 2.7万股 | $564.8万 | 2.6万股 | +787股+2.98% | 加仓 |
 亚马逊AMZN |
| 0.51% | 0.54% | $645.7万 | 2.7万股 | $646.1万 | 3.1万股 | -3,929股-12.67% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.44% | $628.4万 | 1.8万股 | $519.7万 | 1.8万股 | -331股-1.83% | 减仓 |
| AALLSPRING EXCHANGE TRADED FUASLV |
| 0.47% | 0.48% | $595.4万 | 19.8万股 | $564.6万 | 20.3万股 | -4,618股-2.27% | 减仓 |
| I景顺QQQ信托VOO |
| 0.46% | 0.38% | $588.8万 | 7,996股 | $451.3万 | 7,819股 | +177股+2.26% | 加仓 |
 Meta平台META |
| 0.44% | 1.79% | $564.7万 | 1.0万股 | $2,122.8万 | 3.7万股 | -2.7万股-72.98% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.44% | 0.4% | $555.2万 | 1.8万股 | $473.2万 | 1.9万股 | -601股-3.15% | 减仓 |
 摩根大通JPM |
| 0.4% | 0.38% | $507.6万 | 1.6万股 | $455.8万 | 1.5万股 | +10股+0.06% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.38% | 0.4% | $477.3万 | 4.1万股 | $474.7万 | 4.1万股 | -133股-0.32% | 减仓 |
 埃克森美孚XOM |
| 0.37% | 0.5% | $471.2万 | 3.4万股 | $590.4万 | 3.5万股 | -336股-0.97% | 减仓 |
| FFiservFISV |
| 0.35% | 0.4% | $450.2万 | 9.2万股 | $472.7万 | 8.5万股 | +7,075股+8.35% | 加仓 |
