| CCABLE ONECABO |
| 6.64% | 8.04% | $42.32亿 | 651.0万股 | $45.90亿 | 610.0万股 | +41.0万股+6.72% | 加仓 |
 英伟达NVDA |
| 3.11% | 3.09% | $19.84亿 | 991.6万股 | $17.65亿 | 1,012.0万股 | -20.3万股-2.01% | 减仓 |
 亚马逊AMZN |
| 2.4% | 2.14% | $15.30亿 | 641.9万股 | $12.22亿 | 586.6万股 | +55.3万股+9.43% | 加仓 |
 苹果AAPL |
| 2.16% | 2.25% | $13.75亿 | 475.3万股 | $12.83亿 | 505.5万股 | -30.3万股-5.99% | 减仓 |
 微软MSFT |
| 2.07% | 2.34% | $13.19亿 | 353.5万股 | $13.35亿 | 360.7万股 | -7.2万股-1.99% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.66% | 1.4% | $10.58亿 | 299.5万股 | $7.98亿 | 278.3万股 | +21.2万股+7.63% | 加仓 |
 谷歌AGOOGL |
| 1.54% | 1.3% | $9.82亿 | 274.9万股 | $7.39亿 | 257.1万股 | +17.8万股+6.91% | 加仓 |
| TTHRIVENT ETF TRUSTTILC |
| 1.32% | — | $8.42亿 | 3,320.5万股 | $0 | 0股 | +3,320.5万股 | 新买入 |
 博通AVGO |
| 1.2% | 1.18% | $7.65亿 | 202.6万股 | $6.71亿 | 216.8万股 | -14.3万股-6.59% | 减仓 |
 Meta平台META |
| 1.18% | 1.39% | $7.51亿 | 133.3万股 | $7.93亿 | 138.5万股 | -5.2万股-3.76% | 减仓 |
| IiShares安硕信托IVV |
| 1.15% | 1.1% | $7.34亿 | 98.0万股 | $6.28亿 | 96.3万股 | +1.7万股+1.75% | 加仓 |
 摩根大通JPM |
| 0.92% | 0.93% | $5.87亿 | 179.2万股 | $5.29亿 | 180.0万股 | -8,130股-0.45% | 减仓 |
 特斯拉TSLA |
| 0.8% | 0.88% | $5.11亿 | 121.4万股 | $5.03亿 | 135.3万股 | -13.8万股-10.23% | 减仓 |
 AMD超威AMD |
| 0.77% | 0.27% | $4.90亿 | 84.3万股 | $1.53亿 | 75.2万股 | +9.1万股+12.05% | 加仓 |
 礼来LLY |
| 0.75% | 0.76% | $4.76亿 | 39.7万股 | $4.31亿 | 46.9万股 | -7.2万股-15.42% | 减仓 |
 泛林集团LRCX |
| 0.73% | 0.52% | $4.66亿 | 107.5万股 | $2.96亿 | 138.4万股 | -30.9万股-22.32% | 减仓 |
 美光科技MU |
| 0.65% | 0.1% | $4.14亿 | 35.9万股 | $5,779.2万 | 17.1万股 | +18.8万股+109.70% | 加仓 |
 VisaV |
| 0.64% | 0.63% | $4.09亿 | 119.2万股 | $3.60亿 | 119.0万股 | +2,509股+0.21% | 加仓 |
 摩根士丹利MS |
| 0.58% | 0.57% | $3.71亿 | 177.5万股 | $3.25亿 | 197.7万股 | -20.2万股-10.20% | 减仓 |
 强生JNJ |
| 0.58% | 0.56% | $3.70亿 | 145.9万股 | $3.19亿 | 130.5万股 | +15.4万股+11.77% | 加仓 |
 思科CSCO |
| 0.56% | 0.41% | $3.60亿 | 306.3万股 | $2.33亿 | 300.2万股 | +6.1万股+2.04% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.55% | 0.62% | $3.52亿 | 47.1万股 | $3.55亿 | 54.6万股 | -7.5万股-13.77% | 减仓 |
| BBANK OF AMERBAC |
| 0.53% | 0.5% | $3.40亿 | 596.0万股 | $2.87亿 | 588.4万股 | +7.5万股+1.28% | 加仓 |
 卡特彼勒CAT |
| 0.52% | 0.64% | $3.28亿 | 30.8万股 | $3.63亿 | 51.2万股 | -20.4万股-39.79% | 减仓 |
 应用材料AMAT |
| 0.51% | 0.06% | $3.25亿 | 44.9万股 | $3,361.7万 | 9.8万股 | +35.1万股+356.83% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.5% | 0.53% | $3.16亿 | 382.7万股 | $3.05亿 | 383.0万股 | -3,105股-0.08% | 减仓 |
 GE航空GE |
| 0.49% | 0.44% | $3.15亿 | 84.3万股 | $2.49亿 | 87.8万股 | -3.5万股-4.04% | 减仓 |
 沃尔玛WMT |
| 0.49% | 0.5% | $3.15亿 | 278.1万股 | $2.86亿 | 230.2万股 | +47.9万股+20.79% | 加仓 |
 默沙东MRK |
| 0.47% | 0.5% | $3.01亿 | 234.0万股 | $2.83亿 | 235.2万股 | -1.1万股-0.48% | 减仓 |
| TTHRIVENT MID CAP VALUE ETFTMVE |
| 0.45% | 0.49% | $2.89亿 | 1,603.2万股 | $2.77亿 | 1,766.2万股 | -163.0万股-9.23% | 减仓 |
| FFASTENAL COMFAST |
| 0.45% | 0.51% | $2.88亿 | 599.1万股 | $2.89亿 | 622.8万股 | -23.7万股-3.80% | 减仓 |
 Arista网络ANET |
| 0.45% | 0.34% | $2.85亿 | 167.6万股 | $1.92亿 | 156.1万股 | +11.5万股+7.34% | 加仓 |
 台积电TSM |
| 0.43% | 0.63% | $2.74亿 | 57.5万股 | $3.62亿 | 107.1万股 | -49.6万股-46.33% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.43% | 0.31% | $2.74亿 | 54.8万股 | $1.77亿 | 36.9万股 | +17.9万股+48.55% | 加仓 |
 TD SYNNEXSNX |
| 0.39% | 0.3% | $2.49亿 | 93.2万股 | $1.72亿 | 102.1万股 | -8.8万股-8.66% | 减仓 |
 星座能源CEG |
| 0.38% | 0.44% | $2.40亿 | 96.6万股 | $2.49亿 | 89.3万股 | +7.3万股+8.13% | 加仓 |
 NETFLIXNFLX |
| 0.36% | 0.71% | $2.29亿 | 321.1万股 | $4.06亿 | 422.7万股 | -101.6万股-24.03% | 减仓 |
 GE VernovaGEV |
| 0.35% | 0.1% | $2.24亿 | 19.1万股 | $5,784.3万 | 6.6万股 | +12.5万股+187.87% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.35% | 0.3% | $2.23亿 | 606.0万股 | $1.74亿 | 458.9万股 | +147.2万股+32.07% | 加仓 |
| OONTO INNOVATIONONTO |
| 0.35% | 0.27% | $2.22亿 | 58.7万股 | $1.52亿 | 73.9万股 | -15.3万股-20.64% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.35% | 0.4% | $2.20亿 | 595.5万股 | $2.29亿 | 621.5万股 | -26.1万股-4.19% | 减仓 |
| V先锋领航指数基金VOO |
| 0.34% | 0.48% | $2.19亿 | 31.9万股 | $2.72亿 | 45.6万股 | -13.7万股-30.05% | 减仓 |
 第一资本COF |
| 0.34% | 0.33% | $2.16亿 | 107.8万股 | $1.90亿 | 104.0万股 | +3.8万股+3.62% | 加仓 |
 CSX铁路CSX |
| 0.34% | 0.3% | $2.16亿 | 454.2万股 | $1.69亿 | 410.5万股 | +43.7万股+10.65% | 加仓 |
 康菲石油COP |
| 0.33% | 0.46% | $2.13亿 | 204.8万股 | $2.64亿 | 199.8万股 | +5.0万股+2.50% | 加仓 |
 家得宝HD |
| 0.33% | 0.38% | $2.10亿 | 59.5万股 | $2.17亿 | 65.9万股 | -6.4万股-9.71% | 减仓 |
| Q高通QCOM |
| 0.33% | 0.31% | $2.09亿 | 113.1万股 | $1.79亿 | 138.6万股 | -25.5万股-18.38% | 减仓 |
 EntergyETR |
| 0.33% | 0.36% | $2.08亿 | 181.5万股 | $2.03亿 | 181.0万股 | +4,589股+0.25% | 加仓 |
 EMCOREME |
| 0.32% | 0.32% | $2.02亿 | 24.4万股 | $1.83亿 | 24.7万股 | -3,775股-1.53% | 减仓 |
 LabcorpECL |
| 0.31% | 0.33% | $1.99亿 | 71.2万股 | $1.87亿 | 70.2万股 | +1.1万股+1.52% | 加仓 |
