| SSPDR道富系列信托BIL |
| 8.98% | 4.89% | $4,895.5万 | 53.5万股 | $2,895.9万 | 31.7万股 | +21.9万股+69.01% | 加仓 |
 谷歌AGOOGL |
| 4.86% | 5.21% | $2,650.4万 | 8.8万股 | $3,082.6万 | 9.8万股 | -9,412股-9.62% | 减仓 |
| CCRHCRH |
| 3.01% | 3.51% | $1,640.3万 | 15.4万股 | $2,075.5万 | 16.4万股 | -9,884股-6.02% | 减仓 |
 WASTE CONNECTIONSWCN |
| 2.9% | 3.25% | $1,579.5万 | 9.5万股 | $1,921.5万 | 11.0万股 | -1.5万股-13.52% | 减仓 |
 IDEXX LABS COMIDXX |
| 2.86% | 3.27% | $1,560.3万 | 2.7万股 | $1,933.5万 | 2.9万股 | -1,838股-6.37% | 减仓 |
 好市多COST |
| 2.47% | 2.63% | $1,347.9万 | 1.3万股 | $1,557.9万 | 1.8万股 | -4,998股-27.41% | 减仓 |
 威廉姆斯WMB |
| 2.47% | 2.01% | $1,345.7万 | 18.5万股 | $1,186.4万 | 19.5万股 | -9,835股-5.04% | 减仓 |
 亚马逊AMZN |
| 2.12% | 3.05% | $1,154.5万 | 5.4万股 | $1,805.4万 | 8.0万股 | -2.5万股-31.78% | 减仓 |
 博通AVGO |
| 2% | 0.77% | $1,087.6万 | 3.5万股 | $456.5万 | 1.3万股 | +2.1万股+163.40% | 加仓 |
 微软MSFT |
| 1.98% | 4.96% | $1,080.9万 | 2.9万股 | $2,937.6万 | 6.2万股 | -3.3万股-53.33% | 减仓 |
 HEICOHEI |
| 1.87% | 2.28% | $1,017.7万 | 4.8万股 | $1,347.6万 | 5.2万股 | -4,713股-9.00% | 减仓 |
 万事达MA |
| 1.68% | 1.91% | $914.6万 | 1.8万股 | $1,129.0万 | 2.0万股 | -1,811股-9.03% | 减仓 |
| IINVESCO SHORT TERM TREASURY ETFTBLL |
| 1.67% | 0.9% | $910.1万 | 8.6万股 | $529.8万 | 5.0万股 | +3.6万股+71.91% | 加仓 |
 艺康ECL |
| 1.65% | 1.36% | $902.1万 | 3.4万股 | $804.1万 | 3.1万股 | +3,166股+10.34% | 加仓 |
 CMS ENERGY COMCMS |
| 1.62% | 1.38% | $885.1万 | 11.3万股 | $816.0万 | 11.6万股 | -2,888股-2.49% | 减仓 |
 VisaV |
| 1.47% | 1.53% | $800.1万 | 2.6万股 | $902.9万 | 2.6万股 | +319股+1.22% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 1.4% | 1.28% | $762.5万 | 3.2万股 | $757.6万 | 3.6万股 | -3,553股-9.93% | 减仓 |
 霍尼韦尔HON |
| 1.33% | — | $722.8万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 WELLTOWER COMWELL |
| 1.31% | 1.19% | $712.9万 | 3.5万股 | $702.0万 | 3.8万股 | -2,070股-5.51% | 减仓 |
 伊顿ETN |
| 1.22% | 0.95% | $663.7万 | 1.8万股 | $561.9万 | 1.7万股 | +1,041股+6.04% | 加仓 |
 英伟达NVDA |
| 1.21% | 1.24% | $661.8万 | 3.7万股 | $730.9万 | 3.9万股 | -1,447股-3.74% | 减仓 |
| IiShares安硕信托IXUS |
| 1.19% | 0.09% | $646.5万 | 7.4万股 | $51.9万 | 6,041股 | +6.8万股+1,122.00% | 加仓 |
 雷神技术RTX |
| 1.18% | 1.09% | $644.8万 | 3.2万股 | $643.5万 | 3.4万股 | -1,868股-5.44% | 减仓 |
 美敦力MDT |
| 1.17% | 0.82% | $639.7万 | 7.4万股 | $485.3万 | 5.1万股 | +2.4万股+46.65% | 加仓 |
 CENTRAL SECSCET |
| 1.16% | 1.05% | $631.6万 | 12.6万股 | $624.0万 | 12.3万股 | +3,074股+2.50% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.15% | — | $626.4万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 联合包裹UPSUPS |
| 1.13% | — | $617.6万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 Targa资源TRGP |
| 1.12% | 0.2% | $609.2万 | 2.5万股 | $117.7万 | 6,300股 | +1.8万股+293.62% | 加仓 |
 ALLIANT ENERGY COMLNT |
| 1.11% | 0.88% | $606.2万 | 8.4万股 | $519.5万 | 7.9万股 | +4,465股+5.64% | 加仓 |
 优步UBER |
| 1.11% | 1.11% | $603.1万 | 8.4万股 | $655.1万 | 7.9万股 | +4,503股+5.70% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.08% | 1.25% | $587.4万 | 1.2万股 | $738.9万 | 1.5万股 | -2,543股-17.10% | 减仓 |
 摩根士丹利MS |
| 1.07% | 1.08% | $584.6万 | 3.5万股 | $637.4万 | 3.5万股 | +61股+0.17% | 加仓 |
 Live NationLYV |
| 1.07% | 0.84% | $584.3万 | 3.6万股 | $494.3万 | 3.4万股 | +2,476股+7.28% | 加仓 |
 希尔顿HLT |
| 1.06% | 0.87% | $577.1万 | 1.9万股 | $517.6万 | 1.8万股 | +1,138股+6.44% | 加仓 |
 ROYALTY PHARMARPRX |
| 1.05% | — | $574.9万 | 12.1万股 | $0 | 0股 | +12.1万股 | 新买入 |
| FFASTENAL COMFAST |
| 1% | 0.78% | $547.0万 | 11.9万股 | $461.2万 | 11.4万股 | +5,207股+4.57% | 加仓 |
| FFTAI AVIATIONFTAI |
| 0.98% | 0.78% | $536.9万 | 2.2万股 | $461.7万 | 2.2万股 | -199股-0.91% | 减仓 |
 Vulcan材料VMC |
| 0.98% | 0.98% | $533.6万 | 1.9万股 | $577.4万 | 2.0万股 | -783股-3.97% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.97% | 0.84% | $528.7万 | 7.9万股 | $495.1万 | 7.6万股 | +2,780股+3.64% | 加仓 |
 贝克休斯BKR |
| 0.94% | — | $510.5万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| SSOLVENTUM COM SHSSOLV |
| 0.93% | 1.1% | $506.8万 | 8.0万股 | $651.0万 | 8.2万股 | -2,250股-2.73% | 减仓 |
 SIMPSON MFGSSD |
| 0.92% | 0.89% | $502.8万 | 3.0万股 | $523.8万 | 3.2万股 | -1,797股-5.65% | 减仓 |
| MMITSUBISHI UFJ FINANCIAL SPONSORED ADSMUFG |
| 0.91% | — | $496.6万 | 28.2万股 | $0 | 0股 | +28.2万股 | 新买入 |
| CCBRE CL ACBRE |
| 0.91% | 1.01% | $495.4万 | 3.6万股 | $596.2万 | 3.7万股 | -838股-2.25% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.9% | 0.58% | $490.3万 | 1.1万股 | $346.1万 | 9,072股 | +2,037股+22.45% | 加仓 |
 摩根大通JPM |
| 0.89% | 0.88% | $486.5万 | 1.6万股 | $520.4万 | 1.6万股 | +480股+3.00% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.88% | 1.35% | $477.6万 | 7.6万股 | $798.4万 | 8.4万股 | -7,953股-9.44% | 减仓 |
| R力拓BBP |
| 0.86% | — | $471.5万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 卡梅科CCJ |
| 0.86% | 0.65% | $471.2万 | 4.3万股 | $382.9万 | 3.9万股 | +3,507股+8.94% | 加仓 |
 埃克森美孚XOM |
| 0.86% | 0.04% | $470.6万 | 2.9万股 | $20.8万 | 1,694股 | +2.7万股+1,595.99% | 加仓 |
