| G高盛ETF信托GBIL |
| 19.21% | 16.65% | $13.53亿 | 1,351.2万股 | $11.15亿 | 1,113.4万股 | +237.8万股+21.36% | 加仓 |
 强生JNJ |
| 7.74% | 7.87% | $5.45亿 | 214.6万股 | $5.27亿 | 215.7万股 | -1.1万股-0.51% | 减仓 |
 雪佛龙CVX |
| 6.54% | 8.49% | $4.61亿 | 278.1万股 | $5.69亿 | 274.9万股 | +3.2万股+1.18% | 加仓 |
 LENNARLEN |
| 6.09% | 5.46% | $4.29亿 | 474.3万股 | $3.66亿 | 421.2万股 | +53.1万股+12.61% | 加仓 |
 微软MSFT |
| 6.02% | 5.42% | $4.24亿 | 113.6万股 | $3.63亿 | 98.2万股 | +15.5万股+15.75% | 加仓 |
 THOR INDSTHO |
| 5.9% | 5.85% | $4.15亿 | 552.8万股 | $3.92亿 | 490.3万股 | +62.4万股+12.74% | 加仓 |
 联邦快递FDX |
| 4.94% | 5.98% | $3.48亿 | 111.2万股 | $4.00亿 | 112.4万股 | -1.1万股-1.01% | 减仓 |
 通用汽车GM |
| 4.87% | 4.48% | $3.43亿 | 444.7万股 | $3.00亿 | 402.6万股 | +42.2万股+10.47% | 加仓 |
 摩根大通JPM |
| 4.54% | 4.3% | $3.20亿 | 97.7万股 | $2.88亿 | 97.8万股 | -1,150股-0.12% | 减仓 |
| VVODAFONE NEWVOD |
| 4.51% | 6.02% | $3.18亿 | 2,401.9万股 | $4.03亿 | 2,685.5万股 | -283.6万股-10.56% | 减仓 |
 MAGNA INTLMGA |
| 4.48% | 4.04% | $3.16亿 | 480.9万股 | $2.71亿 | 484.7万股 | -3.8万股-0.79% | 减仓 |
 ARROW ELECTRSARW |
| 4.42% | 7.66% | $3.11亿 | 145.8万股 | $5.13亿 | 357.8万股 | -212.0万股-59.26% | 减仓 |
| C花旗集团C |
| 4.12% | 6% | $2.91亿 | 207.6万股 | $4.02亿 | 354.5万股 | -146.9万股-41.44% | 减仓 |
 Elevance健康ELV |
| 4.05% | — | $2.85亿 | 73.8万股 | $0 | 0股 | +73.8万股 | 新买入 |
 LIBERTY GLOBALLBTYA |
| 3.81% | 4.27% | $2.68亿 | 2,359.5万股 | $2.86亿 | 2,364.5万股 | -5.0万股-0.21% | 减仓 |
 DOLLAR GEN NEWDG |
| 2.82% | 1.99% | $1.99亿 | 172.7万股 | $1.33亿 | 112.3万股 | +60.5万股+53.87% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.73% | 1.61% | $1.22亿 | 24.4万股 | $1.08亿 | 22.5万股 | +1.9万股+8.49% | 加仓 |
 LIBERTY GLOBALLBTYK |
| 1.38% | 1.21% | $9,726.0万 | 884.2万股 | $8,075.7万 | 688.5万股 | +195.7万股+28.43% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.9% | 0.91% | $6,365.2万 | 85股 | $6,104.2万 | 85股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.36% | 0.29% | $2,536.9万 | 5.9万股 | $1,918.4万 | 11.7万股 | -5.8万股-49.70% | 减仓 |
| IiShares安硕信托SGOV |
| 0.31% | 0.39% | $2,182.2万 | 21.7万股 | $2,630.9万 | 26.1万股 | -4.5万股-17.06% | 减仓 |
| PPEOPLE INCPPLI |
| 0.19% | 0.27% | $1,347.1万 | 29.2万股 | $1,804.5万 | 45.1万股 | -15.9万股-35.26% | 减仓 |
 BARCLAYSBCS |
| 0.17% | 0.14% | $1,219.4万 | 45.4万股 | $960.7万 | 45.4万股 | 00.00% | 持仓不变 |
 COMSTOCK RESCRK |
| 0.12% | — | $815.2万 | 54.6万股 | $0 | 0股 | +54.6万股 | 新买入 |
 SOUTHERN MO BANCORPSMBC |
| 0.1% | 0.09% | $693.7万 | 9.1万股 | $605.6万 | 9.5万股 | -3,687股-3.89% | 减仓 |
 FIVE POINTFPH |
| 0.1% | 0.09% | $679.2万 | 128.9万股 | $595.0万 | 122.9万股 | +6.0万股+4.84% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.1% | 0.02% | $670.4万 | 6.6万股 | $146.3万 | 1.3万股 | +5.4万股+428.40% | 加仓 |
 JEFFERIES FINANCIAL INJEF |
| 0.09% | 0.08% | $647.4万 | 13.0万股 | $514.9万 | 12.5万股 | +4,757股+3.81% | 加仓 |
 默沙东MRK |
| 0.08% | 0.07% | $528.7万 | 4.1万股 | $474.5万 | 3.9万股 | +1,697股+4.30% | 加仓 |
 ZIFF DAVISZD |
| 0.06% | 0.05% | $453.1万 | 8.7万股 | $305.0万 | 7.3万股 | +1.4万股+19.05% | 加仓 |
 美高梅MGM |
| 0.06% | 0.05% | $443.6万 | 9.3万股 | $334.7万 | 9.0万股 | +2,356股+2.61% | 加仓 |
 LENNAR CORP CLASS BLEN |
| 0.05% | 0.04% | $360.4万 | 4.1万股 | $285.6万 | 3.4万股 | +6,671股+19.65% | 加仓 |
| AAPI COM STKAPG |
| 0.04% | 0.04% | $281.0万 | 6.6万股 | $269.3万 | 6.6万股 | -96股-0.14% | 减仓 |
 LIBERTY LATIN AMERICALILAK |
| 0.04% | 0.05% | $276.3万 | 35.5万股 | $367.1万 | 41.6万股 | -6.2万股-14.79% | 减仓 |
| TTALEN ENERGYTLN |
| 0.04% | — | $249.8万 | 6,500股 | $0 | 0股 | +6,500股 | 新买入 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.01% | — | $47.5万 | 4,173股 | $0 | 0股 | +4,173股 | 新买入 |
| FFEDEX FGHT HLDG CO INCFDXF |
| <0.01% | — | $23.1万 | 1,533股 | $0 | 0股 | +1,533股 | 新买入 |
| NNEW FORTRESS ENERGY INC COM CL ANFE |
| <0.01% | <0.01% | $4.4万 | 12.0万股 | $7.1万 | 12.0万股 | 00.00% | 持仓不变 |
