 博通AVGO |
| 4.7% | 4.36% | $3,064.4万 | 8.1万股 | $2,491.2万 | 8.0万股 | +635股+0.79% | 加仓 |
| V先锋领航指数基金VV |
| 4.58% | 4.55% | $2,990.3万 | 8.7万股 | $2,600.0万 | 8.7万股 | -50股-0.06% | 减仓 |
 迈威尔MRVL |
| 3.9% | 1.48% | $2,542.9万 | 8.5万股 | $846.1万 | 8.5万股 | -55股-0.06% | 减仓 |
| IiShares安硕信托IVV |
| 2.93% | 2.84% | $1,913.1万 | 2.6万股 | $1,624.4万 | 2.5万股 | +678股+2.73% | 加仓 |
 微软MSFT |
| 2.93% | 3.26% | $1,913.1万 | 5.1万股 | $1,861.4万 | 5.0万股 | +1,002股+1.99% | 加仓 |
 VertivVRT |
| 2.93% | 2.5% | $1,912.6万 | 5.7万股 | $1,429.0万 | 5.7万股 | +98股+0.17% | 加仓 |
 伊顿ETN |
| 2.65% | 2.52% | $1,730.0万 | 4.1万股 | $1,438.9万 | 4.0万股 | +369股+0.92% | 加仓 |
 康明斯CMI |
| 2.19% | 1.88% | $1,425.5万 | 2.0万股 | $1,076.7万 | 2.0万股 | -25股-0.12% | 减仓 |
 思科CSCO |
| 2.17% | 1.63% | $1,415.5万 | 12.1万股 | $930.0万 | 12.0万股 | +650股+0.54% | 加仓 |
 礼来LLY |
| 2.15% | 1.9% | $1,404.1万 | 1.2万股 | $1,084.8万 | 1.2万股 | -88股-0.75% | 减仓 |
 摩根大通JPM |
| 2.15% | 2.17% | $1,399.4万 | 4.3万股 | $1,243.4万 | 4.2万股 | +484股+1.15% | 加仓 |
 苹果AAPL |
| 2.06% | 2.06% | $1,345.2万 | 4.6万股 | $1,178.7万 | 4.6万股 | +45股+0.10% | 加仓 |
 艾伯维ABBV |
| 2.02% | 1.96% | $1,314.5万 | 5.2万股 | $1,118.1万 | 5.1万股 | +830股+1.61% | 加仓 |
| IiShares安硕·COREIJR |
| 1.93% | 1.93% | $1,256.2万 | 8.5万股 | $1,105.3万 | 9.1万股 | -5,910股-6.52% | 减仓 |
 UNITED RENTALSURI |
| 1.92% | 1.4% | $1,253.3万 | 1.1万股 | $798.3万 | 1.1万股 | +105股+0.96% | 加仓 |
 摩根士丹利MS |
| 1.85% | 1.66% | $1,209.7万 | 5.8万股 | $948.6万 | 5.8万股 | +225股+0.39% | 加仓 |
 雷神技术RTX |
| 1.77% | 2.02% | $1,153.2万 | 6.1万股 | $1,157.2万 | 6.0万股 | +793股+1.32% | 加仓 |
 甲骨文ORCL |
| 1.71% | 1.93% | $1,112.5万 | 7.6万股 | $1,105.0万 | 7.5万股 | +798股+1.06% | 加仓 |
 Phillips 66PSX |
| 1.63% | 1.95% | $1,060.3万 | 6.3万股 | $1,116.7万 | 6.1万股 | +1,428股+2.33% | 加仓 |
 谷歌AGOOGL |
| 1.6% | 1.4% | $1,042.8万 | 2.9万股 | $801.3万 | 2.8万股 | +1,312股+4.71% | 加仓 |
 PALO ALTOPANW |
| 1.59% | 0.9% | $1,038.6万 | 3.0万股 | $516.1万 | 3.2万股 | -1,736股-5.39% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 1.56% | 1.69% | $1,018.2万 | 5.1万股 | $965.8万 | 4.6万股 | +4,297股+9.30% | 加仓 |
 雪佛龙CVX |
| 1.52% | 2.14% | $990.5万 | 6.0万股 | $1,220.8万 | 5.9万股 | +755股+1.28% | 加仓 |
 联合太平洋铁路UNP |
| 1.51% | 1.51% | $982.2万 | 3.6万股 | $864.3万 | 3.6万股 | +489股+1.37% | 加仓 |
 阿默普莱斯AMP |
| 1.5% | 1.63% | $976.2万 | 2.1万股 | $934.0万 | 2.1万股 | +261股+1.24% | 加仓 |
| HHARBOR ETF TRUSTOSEA |
| 1.47% | 1.59% | $961.6万 | 31.5万股 | $911.5万 | 31.5万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 1.44% | 1.57% | $942.3万 | 2.6万股 | $898.5万 | 2.6万股 | +485股+1.90% | 加仓 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 1.39% | 0.99% | $904.3万 | 42.8万股 | $566.1万 | 30.3万股 | +12.6万股+41.49% | 加仓 |
 卡特彼勒CAT |
| 1.34% | 1.07% | $876.4万 | 8,230股 | $612.5万 | 8,645股 | -415股-4.80% | 减仓 |
 CASEYS GEN STORESCASY |
| 1.29% | 1.71% | $842.0万 | 1.1万股 | $977.7万 | 1.3万股 | -2,839股-21.13% | 减仓 |
 空气化工APD |
| 1.28% | 1.44% | $834.6万 | 2.8万股 | $820.6万 | 2.8万股 | +219股+0.78% | 加仓 |
 WASTE MGMT DELWM |
| 1.25% | 1.51% | $816.2万 | 3.7万股 | $866.2万 | 3.8万股 | -1,075股-2.85% | 减仓 |
| AAMRIZE SHSAMRZ |
| 1.2% | 1.4% | $781.8万 | 14.7万股 | $798.6万 | 14.3万股 | +4,118股+2.89% | 加仓 |
 哈勃HUBB |
| 1.19% | 1.26% | $776.3万 | 1.5万股 | $722.6万 | 1.5万股 | +113股+0.77% | 加仓 |
| EEMBRAER S.AFGM |
| 1.19% | 1.11% | $773.0万 | 12.1万股 | $634.4万 | 10.7万股 | +1.4万股+13.33% | 加仓 |
 L3哈里斯LHX |
| 1.1% | 1.46% | $717.9万 | 2.5万股 | $832.0万 | 2.4万股 | +600股+2.49% | 加仓 |
| QQXOQXO |
| 1.03% | 1.1% | $669.3万 | 38.7万股 | $630.2万 | 32.5万股 | +6.3万股+19.35% | 加仓 |
 CORTEVA COMCTVA |
| 0.94% | 1.06% | $613.2万 | 7.2万股 | $607.9万 | 7.3万股 | -214股-0.29% | 减仓 |
 默沙东MRK |
| 0.91% | 0.96% | $590.8万 | 4.6万股 | $550.1万 | 4.6万股 | +248股+0.54% | 加仓 |
 美国运通AXP |
| 0.9% | 0.92% | $586.2万 | 1.7万股 | $525.9万 | 1.7万股 | -55股-0.32% | 减仓 |
 SERVICE INTLSCI |
| 0.88% | 1.08% | $573.7万 | 7.6万股 | $619.7万 | 7.5万股 | +425股+0.57% | 加仓 |
| T赛默飞世尔TMO |
| 0.85% | 0.96% | $552.9万 | 1.1万股 | $547.6万 | 1.1万股 | -112股-1.01% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 0.84% | 0.96% | $548.9万 | 3.1万股 | $547.7万 | 3.0万股 | +175股+0.58% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.78% | 0.89% | $506.3万 | 11.0万股 | $506.5万 | 11.0万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.77% | 0.93% | $505.0万 | 5.6万股 | $531.5万 | 5.2万股 | +3,891股+7.52% | 加仓 |
 英伟达NVDA |
| 0.74% | 0.72% | $480.4万 | 2.4万股 | $413.9万 | 2.4万股 | +275股+1.16% | 加仓 |
 D R HORTONDHI |
| 0.68% | 0.66% | $446.1万 | 2.7万股 | $375.2万 | 2.7万股 | +50股+0.18% | 加仓 |
| N新纪元能源NEE |
| 0.63% | 0.75% | $411.9万 | 4.7万股 | $429.0万 | 4.6万股 | +735股+1.59% | 加仓 |
 CDWCDW |
| 0.54% | 0.65% | $353.9万 | 2.5万股 | $373.5万 | 3.1万股 | -5,702股-18.48% | 减仓 |
 SYSCO COMSYY |
| 0.53% | 0.67% | $343.3万 | 4.1万股 | $385.3万 | 5.4万股 | -1.3万股-23.98% | 减仓 |
