 应用材料AMAT |
| 6.97% | 3.85% | $993.5万 | 1.4万股 | $497.8万 | 1.5万股 | -823股-5.65% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 5.16% | 5.87% | $736.6万 | 20.0万股 | $758.2万 | 20.0万股 | 00.00% | 持仓不变 |
 NVENT ELECTRICNVT |
| 4.06% | 3.19% | $578.9万 | 3.4万股 | $412.3万 | 3.5万股 | -725股-2.08% | 减仓 |
 苹果AAPL |
| 3.54% | 3.48% | $505.4万 | 1.7万股 | $449.0万 | 1.8万股 | -223股-1.26% | 减仓 |
 摩根大通JPM |
| 3.54% | 3.53% | $504.6万 | 1.5万股 | $456.6万 | 1.6万股 | -105股-0.68% | 减仓 |
 谷歌AGOOGL |
| 3.41% | 3.21% | $485.8万 | 1.4万股 | $414.1万 | 1.4万股 | -805股-5.59% | 减仓 |
| S嘉信·USSCHA |
| 3.39% | 3.01% | $482.9万 | 13.4万股 | $388.7万 | 13.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.01% | 2.97% | $428.8万 | 1.8万股 | $383.8万 | 1.8万股 | -440股-2.39% | 减仓 |
 强生JNJ |
| 2.77% | 2.97% | $394.5万 | 1.6万股 | $383.3万 | 1.6万股 | -150股-0.96% | 减仓 |
 思科CSCO |
| 2.77% | 2.03% | $394.4万 | 3.4万股 | $262.5万 | 3.4万股 | -250股-0.74% | 减仓 |
| G通用动力VTI |
| 2.7% | 2.6% | $384.4万 | 1.0万股 | $335.5万 | 1.0万股 | -70股-0.67% | 减仓 |
 Meta平台META |
| 2.46% | 2.78% | $350.8万 | 6,227股 | $359.1万 | 6,277股 | -50股-0.80% | 减仓 |
 沃尔玛WMT |
| 2.25% | 2.75% | $321.3万 | 2.8万股 | $355.2万 | 2.9万股 | -210股-0.73% | 减仓 |
 GLADSTONE INVTGAIN |
| 2.2% | 2.25% | $314.4万 | 20.3万股 | $291.3万 | 20.5万股 | -1,750股-0.85% | 减仓 |
| I景顺QQQ信托VOO |
| 1.98% | — | $281.8万 | 3,827股 | $0 | 0股 | +3,827股 | 新买入 |
| EENERGY TRANSFER L PET |
| 1.85% | 2.06% | $263.4万 | 13.8万股 | $265.9万 | 13.8万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 1.61% | 1.58% | $229.8万 | 7.8万股 | $204.5万 | 8.0万股 | -1,700股-2.13% | 减仓 |
 WASTE MGMT DELWM |
| 1.53% | 1.75% | $218.0万 | 9,779股 | $225.5万 | 9,814股 | -35股-0.36% | 减仓 |
 雷神技术RTX |
| 1.42% | 1.39% | $202.2万 | 1.1万股 | $180.0万 | 9,330股 | +1,325股+14.20% | 加仓 |
 AMD超威AMD |
| 1.4% | 0.54% | $199.8万 | 3,440股 | $70.0万 | 3,440股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 1.39% | 2.32% | $198.5万 | 1.2万股 | $300.0万 | 1.5万股 | -2,525股-17.41% | 减仓 |
 迪尔DE |
| 1.35% | 1.33% | $192.8万 | 3,040股 | $171.8万 | 3,050股 | -10股-0.33% | 减仓 |
 CSX铁路CSX |
| 1.29% | 1.25% | $184.6万 | 3.9万股 | $161.2万 | 3.9万股 | -420股-1.07% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.29% | 1.16% | $183.4万 | 3.3万股 | $150.4万 | 3.2万股 | +160股+0.49% | 加仓 |
| TTOLL BROTHERSTOL |
| 1.28% | 1.17% | $181.9万 | 1.1万股 | $150.9万 | 1.1万股 | -15股-0.14% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.26% | 0.81% | $179.3万 | 7,045股 | $104.3万 | 6,915股 | +130股+1.88% | 加仓 |
 通用动力GD |
| 1.25% | 1.33% | $178.0万 | 5,024股 | $171.4万 | 4,994股 | +30股+0.60% | 加仓 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 1.23% | 1.16% | $176.1万 | 2.1万股 | $150.2万 | 2.2万股 | -280股-1.29% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.21% | 1.12% | $172.8万 | 4,890股 | $144.3万 | 5,030股 | -140股-2.78% | 减仓 |
 百事可乐PEP |
| 1.18% | 1.51% | $167.6万 | 1.2万股 | $194.5万 | 1.3万股 | -145股-1.16% | 减仓 |
 德文能源DVN |
| 1.17% | 0.93% | $166.4万 | 4.0万股 | $120.8万 | 2.4万股 | +1.6万股+67.75% | 加仓 |
| MMPLXFFUT |
| 1.1% | 1.24% | $157.6万 | 2.8万股 | $159.6万 | 2.8万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 1.09% | 1.16% | $155.2万 | 4.9万股 | $150.2万 | 4.9万股 | 00.00% | 持仓不变 |
 滨特尔PNR |
| 1.06% | 1.29% | $151.1万 | 2.0万股 | $166.7万 | 1.9万股 | +575股+3.00% | 加仓 |
 麦当劳MCD |
| 1.05% | 1.36% | $150.2万 | 5,555股 | $175.3万 | 5,640股 | -85股-1.51% | 减仓 |
 英伟达NVDA |
| 1.05% | 1.01% | $149.8万 | 7,485股 | $130.5万 | 7,485股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.99% | 1.13% | $141.6万 | 1.1万股 | $146.5万 | 1.1万股 | 00.00% | 持仓不变 |
 杜邦DD |
| 0.98% | 1.1% | $140.5万 | 1.0万股 | $142.0万 | 3.1万股 | -2.1万股-66.59% | 减仓 |
 ONEOKOKE |
| 0.91% | 1.4% | $130.4万 | 1.5万股 | $180.8万 | 2.0万股 | -5,000股-25.00% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.88% | 1.4% | $125.0万 | 2.9万股 | $180.6万 | 2.9万股 | +500股+1.74% | 加仓 |
| PPERMIAN RESOURCESPR |
| 0.87% | 1.13% | $124.3万 | 6.8万股 | $146.5万 | 6.9万股 | -1,175股-1.71% | 减仓 |
| EEVERPURE CL AEVPR |
| 0.87% | 0.72% | $124.0万 | 1.6万股 | $92.5万 | 1.6万股 | +75股+0.48% | 加仓 |
 南方电力SO |
| 0.87% | 0.74% | $123.5万 | 1.3万股 | $95.5万 | 9,890股 | +3,010股+30.43% | 加仓 |
 PALO ALTOPANW |
| 0.86% | 0.43% | $123.1万 | 3,610股 | $55.4万 | 3,455股 | +155股+4.49% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.77% | 0.89% | $110.1万 | 6,730股 | $114.7万 | 6,645股 | +85股+1.28% | 加仓 |
 伊顿ETN |
| 0.72% | 0.66% | $102.1万 | 2,397股 | $85.7万 | 2,397股 | 00.00% | 持仓不变 |
 美敦力MDT |
| 0.72% | 0.88% | $102.1万 | 1.3万股 | $113.9万 | 1.3万股 | -100股-0.76% | 减仓 |
 安桥ENB |
| 0.68% | 0.77% | $96.4万 | 1.8万股 | $98.9万 | 1.8万股 | -500股-2.74% | 减仓 |
 AEROVIRONMENTAVAV |
| 0.67% | 0.73% | $96.2万 | 5,830股 | $93.8万 | 5,125股 | +705股+13.76% | 加仓 |
 美国运通AXP |
| 0.66% | 0.65% | $94.2万 | 2,785股 | $84.2万 | 2,785股 | 00.00% | 持仓不变 |
