| AAlphabet Inc Class CGOOG |
| 4.38% | 3.91% | $9.00亿 | 254.8万股 | $7.37亿 | 256.9万股 | -2.1万股-0.83% | 减仓 |
 微软MSFT |
| 4.06% | 4.26% | $8.34亿 | 223.7万股 | $8.04亿 | 217.3万股 | +6.4万股+2.95% | 加仓 |
 苹果AAPL |
| 3.59% | 3.55% | $7.38亿 | 254.9万股 | $6.70亿 | 264.1万股 | -9.2万股-3.48% | 减仓 |
 CINTAS COMCTAS |
| 3.52% | 3.81% | $7.23亿 | 425.2万股 | $7.19亿 | 425.3万股 | -54股-0.00% | 减仓 |
| CCABLE ONECABO |
| 3.3% | 4.12% | $6.78亿 | 101.0万股 | $7.78亿 | 101.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.69% | 2.53% | $5.53亿 | 276.5万股 | $4.78亿 | 274.0万股 | +2.5万股+0.90% | 加仓 |
 亚马逊AMZN |
| 2.64% | 2.36% | $5.42亿 | 227.5万股 | $4.45亿 | 213.5万股 | +13.9万股+6.53% | 加仓 |
 Meta平台META |
| 2.55% | 2.79% | $5.24亿 | 93.1万股 | $5.26亿 | 91.9万股 | +1.2万股+1.30% | 加仓 |
| IiShares安硕信托IVV |
| 1.99% | 1.9% | $4.10亿 | 54.7万股 | $3.58亿 | 54.8万股 | -532股-0.10% | 减仓 |
| BBANK OF AMERBAC |
| 1.59% | 1.5% | $3.28亿 | 574.8万股 | $2.82亿 | 579.0万股 | -4.2万股-0.73% | 减仓 |
 应用材料AMAT |
| 1.57% | 0.81% | $3.22亿 | 44.5万股 | $1.52亿 | 44.5万股 | -37股-0.01% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.54% | 1.38% | $3.17亿 | 561.5万股 | $2.61亿 | 561.2万股 | +2,553股+0.05% | 加仓 |
 台积电TSM |
| 1.52% | 1.17% | $3.12亿 | 65.4万股 | $2.21亿 | 65.3万股 | +331股+0.05% | 加仓 |
 VisaV |
| 1.47% | 1.34% | $3.03亿 | 88.2万股 | $2.53亿 | 83.7万股 | +4.5万股+5.40% | 加仓 |
 CINCINNATI FINL COMCINF |
| 1.35% | 1.25% | $2.77亿 | 149.6万股 | $2.36亿 | 149.9万股 | -3,135股-0.21% | 减仓 |
 博通AVGO |
| 1.34% | 0.95% | $2.76亿 | 73.0万股 | $1.80亿 | 58.0万股 | +15.0万股+25.89% | 加仓 |
 埃克森美孚XOM |
| 1.3% | 1.92% | $2.68亿 | 196.0万股 | $3.62亿 | 213.6万股 | -17.7万股-8.27% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.24% | 1.36% | $2.56亿 | 141.5万股 | $2.56亿 | 154.7万股 | -13.2万股-8.52% | 减仓 |
 强生JNJ |
| 1.17% | 1.38% | $2.40亿 | 94.5万股 | $2.60亿 | 106.4万股 | -12.0万股-11.26% | 减仓 |
 嘉信理财SCHW |
| 1.14% | 1.27% | $2.35亿 | 255.0万股 | $2.39亿 | 254.1万股 | +8,921股+0.35% | 加仓 |
 美敦力MDT |
| 1% | 1.2% | $2.06亿 | 262.7万股 | $2.25亿 | 260.2万股 | +2.5万股+0.96% | 加仓 |
 联合健康UNH |
| 0.97% | 0.68% | $1.99亿 | 47.8万股 | $1.28亿 | 47.5万股 | +3,079股+0.65% | 加仓 |
 迪尔DE |
| 0.9% | 0.87% | $1.85亿 | 29.1万股 | $1.63亿 | 29.0万股 | +871股+0.30% | 加仓 |
 甲骨文ORCL |
| 0.89% | 0.98% | $1.83亿 | 125.1万股 | $1.85亿 | 125.8万股 | -7,001股-0.56% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 0.82% | 0.82% | $1.68亿 | 110.8万股 | $1.54亿 | 98.2万股 | +12.6万股+12.83% | 加仓 |
 波音BA |
| 0.8% | 0.8% | $1.64亿 | 75.5万股 | $1.50亿 | 75.5万股 | +276股+0.04% | 加仓 |
 Markel Group Inc.MKL |
| 0.78% | 0.81% | $1.60亿 | 8.2万股 | $1.53亿 | 8.0万股 | +2,145股+2.69% | 加仓 |
 德州仪器TXN |
| 0.78% | 1.07% | $1.60亿 | 53.7万股 | $2.01亿 | 103.6万股 | -50.0万股-48.20% | 减仓 |
| TTOUCHSTONE ETF TRUSTSIO |
| 0.72% | 0.78% | $1.48亿 | 577.2万股 | $1.46亿 | 571.3万股 | +5.9万股+1.04% | 加仓 |
 赛富时CRM |
| 0.69% | 0.85% | $1.41亿 | 90.0万股 | $1.60亿 | 85.5万股 | +4.5万股+5.26% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.67% | 0.64% | $1.38亿 | 96.4万股 | $1.22亿 | 96.3万股 | +1,535股+0.16% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.67% | 0.61% | $1.38亿 | 150.5万股 | $1.15亿 | 150.5万股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.65% | 0.84% | $1.33亿 | 230.5万股 | $1.58亿 | 260.6万股 | -30.1万股-11.55% | 减仓 |
 史丹利百得SWK |
| 0.64% | 0.54% | $1.31亿 | 139.7万股 | $1.02亿 | 143.3万股 | -3.6万股-2.51% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.62% | 0.68% | $1.28亿 | 25.6万股 | $1.28亿 | 26.8万股 | -1.2万股-4.40% | 减仓 |
 仲量联行JLL |
| 0.61% | 0.65% | $1.26亿 | 40.5万股 | $1.23亿 | 40.5万股 | +416股+0.10% | 加仓 |
 宝洁PG |
| 0.57% | 0.58% | $1.16亿 | 79.4万股 | $1.10亿 | 76.1万股 | +3.3万股+4.30% | 加仓 |
 思科CSCO |
| 0.55% | 0.47% | $1.14亿 | 97.1万股 | $8,796.7万 | 113.4万股 | -16.3万股-14.36% | 减仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.55% | 0.55% | $1.14亿 | 143.8万股 | $1.04亿 | 142.8万股 | +1.0万股+0.73% | 加仓 |
 美光科技MU |
| 0.55% | 0.3% | $1.12亿 | 9.7万股 | $5,746.9万 | 17.0万股 | -7.3万股-42.88% | 减仓 |
 科磊KLAC |
| 0.53% | 0.41% | $1.10亿 | 36.4万股 | $7,680.7万 | 5.2万股 | +31.2万股+597.19% | 加仓 |
 迪士尼DIS |
| 0.53% | 0.55% | $1.09亿 | 113.2万股 | $1.04亿 | 107.6万股 | +5.6万股+5.19% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.52% | 0.63% | $1.06亿 | 433.0万股 | $1.18亿 | 411.1万股 | +21.9万股+5.32% | 加仓 |
 1ST FINL BANCORPFFBC |
| 0.51% | 0.41% | $1.05亿 | 308.9万股 | $7,671.1万 | 275.1万股 | +33.8万股+12.28% | 加仓 |
 摩根大通JPM |
| 0.51% | 0.49% | $1.04亿 | 31.8万股 | $9,275.1万 | 31.5万股 | +2,803股+0.89% | 加仓 |
 TOUCHSTONE ETF TRUSTAPOS |
| 0.49% | 0.53% | $1.01亿 | 392.5万股 | $1.01亿 | 390.0万股 | +2.5万股+0.64% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.48% | 0.43% | $9,871.0万 | 102.7万股 | $8,034.5万 | 110.9万股 | -8.2万股-7.38% | 减仓 |
 LPL金融LPLA |
| 0.48% | 0.56% | $9,837.6万 | 34.9万股 | $1.05亿 | 34.8万股 | +1,147股+0.33% | 加仓 |
| IIBMIBM |
| 0.45% | 0.38% | $9,285.5万 | 33.0万股 | $7,128.2万 | 29.4万股 | +3.6万股+12.28% | 加仓 |
| Q高通QCOM |
| 0.44% | 0.34% | $8,988.9万 | 48.6万股 | $6,429.1万 | 49.9万股 | -1.3万股-2.56% | 减仓 |
