 OLD DOMINION FREIGHT LINE INODFL |
| 9.5% | 9.9% | $7,773.5万 | 35.9万股 | $7,311.9万 | 37.4万股 | -1.5万股-4.09% | 减仓 |
 苹果AAPL |
| 4.49% | 4.4% | $3,675.3万 | 12.7万股 | $3,248.9万 | 12.8万股 | -1,001股-0.78% | 减仓 |
| I景顺QQQ信托VOO |
| 3.77% | 4.24% | $3,083.9万 | 4.2万股 | $3,134.4万 | 5.4万股 | -1.2万股-22.89% | 减仓 |
 微软MSFT |
| 3.06% | 2.96% | $2,506.5万 | 6.7万股 | $2,184.2万 | 5.9万股 | +8,189股+13.88% | 加仓 |
| S嘉信·USSCHX |
| 2.97% | 2.83% | $2,430.0万 | 82.6万股 | $2,090.1万 | 81.5万股 | +1.1万股+1.29% | 加仓 |
| IiShares安硕信托LQD |
| 2.72% | 2.89% | $2,228.5万 | 20.4万股 | $2,131.5万 | 19.6万股 | +8,748股+4.47% | 加仓 |
 英伟达NVDA |
| 2.68% | 1.89% | $2,193.2万 | 11.0万股 | $1,395.0万 | 8.0万股 | +3.0万股+37.03% | 加仓 |
 博通AVGO |
| 2.49% | 2.3% | $2,039.2万 | 5.4万股 | $1,696.1万 | 5.5万股 | -818股-1.49% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.24% | 2.24% | $1,836.2万 | 10.1万股 | $1,653.3万 | 10.0万股 | +1,503股+1.50% | 加仓 |
| IiShares安硕信托IEI |
| 2.17% | 2.33% | $1,778.8万 | 15.1万股 | $1,721.8万 | 14.5万股 | +6,275股+4.32% | 加仓 |
 谷歌AGOOGL |
| 2.05% | 1.97% | $1,680.7万 | 4.7万股 | $1,452.2万 | 5.1万股 | -3,470股-6.87% | 减仓 |
| SSSGA ACTIVE ETF TRWIP |
| 2.04% | 2.2% | $1,672.7万 | 42.4万股 | $1,626.8万 | 40.9万股 | +1.4万股+3.50% | 加仓 |
 摩根大通JPM |
| 1.89% | 1.85% | $1,549.2万 | 4.7万股 | $1,367.9万 | 4.7万股 | +825股+1.77% | 加仓 |
 黑石集团BX |
| 1.76% | 1.64% | $1,442.3万 | 12.3万股 | $1,214.8万 | 10.6万股 | +1.7万股+16.02% | 加仓 |
 PALO ALTOPANW |
| 1.73% | 0.95% | $1,415.1万 | 4.1万股 | $702.4万 | 4.4万股 | -2,314股-5.28% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.71% | 1.91% | $1,399.0万 | 2.8万股 | $1,413.1万 | 2.9万股 | -1,529股-5.19% | 减仓 |
 沃尔玛WMT |
| 1.55% | 1.89% | $1,271.5万 | 11.2万股 | $1,392.7万 | 11.2万股 | +204股+0.18% | 加仓 |
 亚马逊AMZN |
| 1.55% | 1.34% | $1,265.8万 | 5.3万股 | $988.6万 | 4.7万股 | +5,646股+11.90% | 加仓 |
| Q高通QCOM |
| 1.54% | 1.14% | $1,262.5万 | 6.8万股 | $841.0万 | 6.5万股 | +3,017股+4.62% | 加仓 |
 ALTRIAMO |
| 1.49% | 1.78% | $1,222.0万 | 17.0万股 | $1,313.2万 | 19.9万股 | -2.9万股-14.65% | 减仓 |
 阿斯麦ASML |
| 1.48% | 1.31% | $1,211.1万 | 6,088股 | $966.0万 | 7,314股 | -1,226股-16.76% | 减仓 |
 强生JNJ |
| 1.45% | 1.56% | $1,186.4万 | 4.7万股 | $1,152.6万 | 4.7万股 | -437股-0.93% | 减仓 |
 礼来LLY |
| 1.16% | 0.98% | $952.2万 | 7,938股 | $725.3万 | 7,886股 | +52股+0.66% | 加仓 |
| IiShares安硕信托IVV |
| 1.14% | 1.65% | $930.5万 | 1.2万股 | $1,221.7万 | 1.9万股 | -6,278股-33.57% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 1.09% | 1.18% | $894.7万 | 3.8万股 | $871.5万 | 3.7万股 | +339股+0.91% | 加仓 |
 AMGEN COMAMGN |
| 1.08% | 1.11% | $880.4万 | 2.4万股 | $818.3万 | 2.3万股 | +1,055股+4.54% | 加仓 |
 埃克森美孚XOM |
| 1.07% | 1.51% | $876.4万 | 6.4万股 | $1,114.0万 | 6.6万股 | -1,562股-2.38% | 减仓 |
| V先锋领航指数基金VOO |
| 1.07% | 1.07% | $872.1万 | 1.3万股 | $789.8万 | 1.3万股 | -520股-3.93% | 减仓 |
 联合太平洋铁路UNP |
| 0.99% | 0.93% | $811.4万 | 3.0万股 | $686.7万 | 2.8万股 | +1,527股+5.39% | 加仓 |
 REALTY INCOME COMO |
| 0.97% | 1.04% | $794.7万 | 12.8万股 | $765.6万 | 12.5万股 | +3,121股+2.49% | 加仓 |
 VisaV |
| 0.96% | 0.93% | $783.9万 | 2.3万股 | $683.9万 | 2.3万股 | +218股+0.96% | 加仓 |
| WWATSCOWSO |
| 0.93% | 0.88% | $760.3万 | 1.8万股 | $653.7万 | 1.8万股 | +275股+1.53% | 加仓 |
| CCRHCRH |
| 0.91% | 0.97% | $747.3万 | 7.0万股 | $713.9万 | 6.8万股 | +1,929股+2.84% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.9% | 0.86% | $738.2万 | 5.9万股 | $633.9万 | 1.5万股 | +4.5万股+299.90% | 加仓 |
 家得宝HD |
| 0.9% | 0.88% | $735.1万 | 2.1万股 | $647.7万 | 2.0万股 | +1,150股+5.84% | 加仓 |
 台积电TSM |
| 0.89% | 0.73% | $727.4万 | 1.5万股 | $538.4万 | 1.6万股 | -700股-4.39% | 减仓 |
| IiShares安硕信托STIP |
| 0.83% | 1.16% | $677.9万 | 6.6万股 | $858.2万 | 8.3万股 | -1.7万股-20.03% | 减仓 |
 PPG工业PPG |
| 0.82% | 0.96% | $671.4万 | 5.5万股 | $712.6万 | 6.7万股 | -1.1万股-16.97% | 减仓 |
 杜克能源DUK |
| 0.8% | 1% | $651.7万 | 5.1万股 | $740.1万 | 5.7万股 | -5,038股-8.91% | 减仓 |
| AAT&TT |
| 0.8% | 1.12% | $651.1万 | 31.5万股 | $827.5万 | 28.5万股 | +2.9万股+10.20% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.79% | 0.95% | $647.6万 | 16.1万股 | $705.2万 | 17.6万股 | -1.5万股-8.51% | 减仓 |
| IiShares安硕·COREIJH |
| 0.74% | 0.75% | $602.0万 | 7.8万股 | $553.3万 | 8.2万股 | -3,861股-4.71% | 减仓 |
 NETFLIXNFLX |
| 0.71% | 0.08% | $578.7万 | 8.1万股 | $59.4万 | 6,182股 | +7.5万股+1,211.03% | 加仓 |
 Arista网络ANET |
| 0.65% | — | $528.6万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 马丁玛丽埃塔MLM |
| 0.64% | 0.68% | $526.7万 | 9,133股 | $502.4万 | 8,534股 | +599股+7.02% | 加仓 |
 Meta平台META |
| 0.64% | 0.49% | $520.5万 | 9,241股 | $361.3万 | 6,315股 | +2,926股+46.33% | 加仓 |
 固安捷GWW |
| 0.61% | 0.62% | $503.4万 | 3,701股 | $461.0万 | 4,226股 | -525股-12.42% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.6% | 0.81% | $494.7万 | 3.0万股 | $594.9万 | 3.4万股 | -4,230股-12.27% | 减仓 |
 伊顿ETN |
| 0.6% | 0.47% | $491.6万 | 1.2万股 | $344.8万 | 9,641股 | +1,895股+19.66% | 加仓 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 0.58% | 0.23% | $478.2万 | 15.6万股 | $168.3万 | 5.6万股 | +10.0万股+179.81% | 加仓 |
