 英伟达NVDA |
| 4.21% | 4.17% | $1,096.2万 | 5.5万股 | $941.1万 | 5.4万股 | +819股+1.52% | 加仓 |
| S嘉信策略信托SCHD |
| 4.17% | 3.98% | $1,086.4万 | 34.3万股 | $899.0万 | 29.3万股 | +5.0万股+16.92% | 加仓 |
 卡特彼勒CAT |
| 2.93% | 3.01% | $764.3万 | 7,177股 | $680.2万 | 9,601股 | -2,424股-25.25% | 减仓 |
 博通AVGO |
| 2.92% | 2.72% | $760.5万 | 2.0万股 | $614.7万 | 2.0万股 | +273股+1.37% | 加仓 |
 马丁玛丽埃塔MLM |
| 2.73% | 2.66% | $712.1万 | 1.2万股 | $601.5万 | 1.0万股 | +2,131股+20.86% | 加仓 |
 亚马逊AMZN |
| 2.73% | 2.71% | $712.0万 | 3.0万股 | $611.6万 | 2.9万股 | +506股+1.72% | 加仓 |
| N新纪元能源NEE |
| 2.69% | 2.89% | $699.5万 | 8.0万股 | $653.5万 | 7.0万股 | +9,339股+13.27% | 加仓 |
 沃尔玛WMT |
| 2.67% | 2.84% | $696.4万 | 6.1万股 | $641.8万 | 5.2万股 | +9,842股+19.06% | 加仓 |
| GGRANITE CONSTRSPHB |
| 2.67% | 2.21% | $694.1万 | 4.4万股 | $499.8万 | 4.2万股 | +2,218股+5.32% | 加仓 |
 TJXTJX |
| 2.54% | 3.36% | $661.5万 | 4.4万股 | $759.9万 | 4.8万股 | -3,919股-8.24% | 减仓 |
| S嘉信策略信托SCHF |
| 2.51% | 2.47% | $652.7万 | 23.6万股 | $557.8万 | 22.5万股 | +1.0万股+4.56% | 加仓 |
 Arista网络ANET |
| 2.46% | 2.02% | $639.7万 | 3.8万股 | $456.3万 | 3.7万股 | +491股+1.32% | 加仓 |
 微软MSFT |
| 2.45% | 2.19% | $638.9万 | 1.7万股 | $493.8万 | 1.3万股 | +3,788股+28.40% | 加仓 |
 QUANTA SVCSPWR |
| 2.41% | 2.3% | $628.2万 | 8,725股 | $520.4万 | 9,479股 | -754股-7.95% | 减仓 |
 VisaV |
| 2.41% | 2.2% | $627.1万 | 1.8万股 | $496.1万 | 1.6万股 | +1,862股+11.34% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.39% | 2.25% | $623.2万 | 1.4万股 | $508.0万 | 3.1万股 | -1.7万股-53.33% | 减仓 |
| I景顺QQQ信托VOO |
| 2.39% | 2.1% | $623.1万 | 8,461股 | $474.9万 | 8,228股 | +233股+2.83% | 加仓 |
 谷歌AGOOGL |
| 2.25% | 2.24% | $585.3万 | 1.6万股 | $506.9万 | 1.8万股 | -1,250股-7.09% | 减仓 |
 苹果AAPL |
| 2.19% | 2.18% | $569.9万 | 2.0万股 | $492.3万 | 1.9万股 | +297股+1.53% | 加仓 |
 CASEYS GEN STORESCASY |
| 2.09% | 2.65% | $544.8万 | 6,855股 | $598.7万 | 8,226股 | -1,371股-16.67% | 减仓 |
 US FOODSUSFD |
| 2.04% | 1.85% | $530.1万 | 5.2万股 | $419.1万 | 4.5万股 | +6,398股+14.08% | 加仓 |
 道明尼能源D |
| 2.02% | 2.08% | $527.4万 | 7.7万股 | $469.8万 | 7.6万股 | +1,234股+1.62% | 加仓 |
 伊顿ETN |
| 1.96% | 1.89% | $509.8万 | 1.2万股 | $427.2万 | 1.2万股 | +18股+0.15% | 加仓 |
 雷神技术RTX |
| 1.92% | 2.2% | $499.8万 | 2.6万股 | $495.9万 | 2.6万股 | +633股+2.46% | 加仓 |
 阿斯利康AZN |
| 1.87% | 2.19% | $486.1万 | 2.6万股 | $495.8万 | 2.5万股 | +498股+1.98% | 加仓 |
 优步UBER |
| 1.85% | 2.05% | $482.8万 | 6.7万股 | $462.7万 | 6.4万股 | +2,580股+4.01% | 加仓 |
 家得宝HD |
| 1.85% | 1.94% | $480.8万 | 1.4万股 | $437.2万 | 1.3万股 | +340股+2.56% | 加仓 |
 NETFLIXNFLX |
| 1.84% | 2.45% | $480.0万 | 6.7万股 | $552.7万 | 5.7万股 | +9,735股+16.93% | 加仓 |
 宣伟SHW |
| 1.8% | 1.7% | $468.1万 | 1.4万股 | $384.6万 | 1.2万股 | +1,597股+13.31% | 加仓 |
 高盛GS |
| 1.79% | 1.98% | $465.1万 | 4,599股 | $447.1万 | 5,285股 | -686股-12.98% | 减仓 |
| IiShares安硕信托IBDS |
| 1.72% | 1.85% | $447.2万 | 18.5万股 | $418.8万 | 17.3万股 | +1.2万股+6.86% | 加仓 |
 CrowdStrikeCRWD |
| 1.7% | 1.27% | $442.7万 | 5,801股 | $286.4万 | 7,336股 | -1,535股-20.92% | 减仓 |
 好市多COST |
| 1.66% | — | $433.5万 | 4,634股 | $0 | 0股 | +4,634股 | 新买入 |
 Meta平台META |
| 1.61% | 1.83% | $418.6万 | 7,432股 | $412.5万 | 7,210股 | +222股+3.08% | 加仓 |
| RROLLINS COMROL |
| 1.6% | 1.7% | $417.0万 | 10.0万股 | $385.0万 | 7.2万股 | +2.8万股+38.59% | 加仓 |
 南方电力SO |
| 1.56% | 1.72% | $406.0万 | 4.2万股 | $388.5万 | 4.0万股 | +2,169股+5.39% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHPI |
| 1.5% | 1.59% | $390.6万 | 17.2万股 | $358.8万 | 15.9万股 | +1.3万股+8.29% | 加仓 |
 迪士尼DIS |
| 1.47% | 1.64% | $383.9万 | 4.0万股 | $371.6万 | 3.9万股 | +1,330股+3.45% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.11% | 0.53% | $289.7万 | 1.1万股 | $119.0万 | 1.3万股 | -2,026股-15.98% | 减仓 |
 BLACKSTONE STRATEGIC CRED 20BGB |
| 1.05% | 1.05% | $273.4万 | 24.2万股 | $238.3万 | 21.4万股 | +2.8万股+13.23% | 加仓 |
| IiShares安硕信托TLH |
| 1.01% | 1.07% | $263.0万 | 2.6万股 | $242.0万 | 2.4万股 | +2,181股+9.08% | 加仓 |
| IIBMIBM |
| 0.97% | 0.95% | $253.5万 | 9,016股 | $214.5万 | 8,849股 | +167股+1.89% | 加仓 |
 PALO ALTOPANW |
| 0.94% | 0.7% | $244.0万 | 7,154股 | $157.2万 | 9,806股 | -2,652股-27.04% | 减仓 |
 实耐宝SNA |
| 0.91% | 0.86% | $236.5万 | 5,878股 | $193.4万 | 5,325股 | +553股+10.38% | 加仓 |
 艺康ECL |
| 0.89% | 0.86% | $232.4万 | 8,343股 | $194.6万 | 7,316股 | +1,027股+14.04% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.89% | 1.13% | $231.1万 | 1.3万股 | $255.0万 | 1.4万股 | -1,283股-9.07% | 减仓 |
 爱德华生命科学EW |
| 0.88% | 0.86% | $228.6万 | 2.5万股 | $194.3万 | 2.4万股 | +1,005股+4.14% | 加仓 |
 道富·CORP COMSTT |
| 0.79% | 0.68% | $204.5万 | 1.2万股 | $152.6万 | 1.2万股 | 00.00% | 持仓不变 |
 HCA医疗HCA |
| 0.65% | 0.84% | $170.3万 | 4,368股 | $189.6万 | 4,007股 | +361股+9.01% | 加仓 |
 BLACKROCK CORPOR HI YLD FD INC COMHYT |
| 0.57% | 0.62% | $147.7万 | 17.3万股 | $140.9万 | 16.5万股 | +7,237股+4.38% | 加仓 |
