 HUNT J B TRANS SVCSJBHT |
| 12.35% | 12.1% | $2.18亿 | 75.4万股 | $1.73亿 | 81.4万股 | -6.1万股-7.46% | 减仓 |
 亚马逊AMZN |
| 9.86% | 10.59% | $1.74亿 | 73.1万股 | $1.51亿 | 72.5万股 | +5,834股+0.80% | 加仓 |
 Vulcan材料VMC |
| 9.32% | 10.67% | $1.65亿 | 55.8万股 | $1.52亿 | 55.9万股 | -593股-0.11% | 减仓 |
 万事达MA |
| 9.2% | 9.51% | $1.63亿 | 31.6万股 | $1.36亿 | 27.1万股 | +4.5万股+16.63% | 加仓 |
 GeneracGNRC |
| 8.95% | 7.13% | $1.58亿 | 54.0万股 | $1.02亿 | 52.0万股 | +2.0万股+3.81% | 加仓 |
 西屋制动WAB |
| 7.48% | 8.64% | $1.32亿 | 49.0万股 | $1.23亿 | 49.3万股 | -2,412股-0.49% | 减仓 |
 Meta平台META |
| 7.37% | 9.29% | $1.30亿 | 23.1万股 | $1.32亿 | 23.1万股 | -225股-0.10% | 减仓 |
 ROCKET COS COM CL ARKT |
| 6.37% | 5.33% | $1.12亿 | 714.1万股 | $7,592.6万 | 532.8万股 | +181.3万股+34.02% | 加仓 |
| CCBRE CL ACBRE |
| 6.18% | 6.93% | $1.09亿 | 81.1万股 | $9,883.3万 | 73.0万股 | +8.1万股+11.09% | 加仓 |
 联合太平洋铁路UNP |
| 6.14% | 3.91% | $1.08亿 | 39.9万股 | $5,567.8万 | 22.9万股 | +16.9万股+73.78% | 加仓 |
 嘉信理财SCHW |
| 6.11% | 8.51% | $1.08亿 | 117.0万股 | $1.21亿 | 129.1万股 | -12.1万股-9.39% | 减仓 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 5.83% | 4.95% | $1.03亿 | 53.3万股 | $7,054.5万 | 42.7万股 | +10.6万股+24.75% | 加仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 2.58% | — | $4,555.4万 | 58.5万股 | $0 | 0股 | +58.5万股 | 新买入 |
| V先锋领航指数基金VOO |
| 2.24% | 2.44% | $3,961.8万 | 5.8万股 | $3,482.8万 | 5.8万股 | -601股-1.03% | 减仓 |
