one8zero8, LLC
GREENSBORO NC · SEC CIK 0002053138
$5.05亿2026Q2 申报市值
266持仓数
36.4%前十大占比 · 第一大 6.8%
19 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ONDS 新建仓+$425.27万
JMIA 加仓+$307.59万
IOT 加仓+$232.85万
STNE 加仓+$164.39万
USAR 加仓+$130.45万
2026Q2 卖出最多 按季末市值估算
LULU 清仓-$222.30万
FTNT 减仓-$204.70万
S 清仓-$120.27万
SAIL 减仓-$117.85万
MIAX 减仓-$115.57万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PFGC | PERFORMANCE FOOD GROUP CO | $25.71万 | 0.05% | 2,300 | 0 | 0.0% | — | 重新持有 |
| CINF | CINCINNATI FINL CORP | $25.92万 | 0.05% | 1,400 | -100 | -6.7% | -$1.85万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $26.43万 | 0.05% | 25,000 | 4,500 | 22.0% | $4.76万 | 加仓 |
| T | AT&T INC | $27.46万 | 0.05% | 13,265 | 28 | 0.2% | $580 | 加仓 |
| RIO | RIO TINTO PLC | $27.53万 | 0.05% | 2,900 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $28.02万 | 0.06% | 2,002 | -79 | -3.8% | -$1.11万 | 重新持有 |
| GE | GE AEROSPACE | $28.93万 | 0.06% | 774 | -3 | -0.4% | -$1,121 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.05万 | 0.06% | 500 | 500 | — | $29.05万 | 新建仓 |
| SAIL | SAILPOINT INC | $29.13万 | 0.06% | 19,900 | -80,500 | -80.2% | -$117.85万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $29.15万 | 0.06% | 50,000 | 0 | 0.0% | — | 不变 |
| ALNT | ALLIENT INC | $29.34万 | 0.06% | 2,850 | 2,850 | — | $29.34万 | 新建仓 |
| B | BARRICK MNG CORP | $30.67万 | 0.06% | 8,350 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $30.91万 | 0.06% | 536 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $31.13万 | 0.06% | 4,559 | 0 | 0.0% | — | 不变 |
| EXTR | EXTREME NETWORKS INC | $32.37万 | 0.06% | 10,000 | -2,000 | -16.7% | -$6.47万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $32.84万 | 0.07% | 1,130 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $33.33万 | 0.07% | 5,300 | 300 | 6.0% | $1.89万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $33.33万 | 0.07% | 13,000 | 0 | 0.0% | — | 不变 |
| OSEA | HARBOR ETF TRUST | $35.12万 | 0.07% | 11,500 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $35.66万 | 0.07% | 500 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $35.90万 | 0.07% | 4,544 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $35.98万 | 0.07% | 15,000 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $36.23万 | 0.07% | 750 | 750 | — | $36.23万 | 新建仓 |
| KKR | KKR & CO INC | $36.25万 | 0.07% | 3,950 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $37.30万 | 0.07% | 4,250 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $37.32万 | 0.07% | 4,800 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $38.28万 | 0.08% | 21,350 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $38.30万 | 0.08% | 4,200 | -600 | -12.5% | -$5.47万 | 减仓 |
| APA | APA CORPORATION | $38.85万 | 0.08% | 11,928 | -5,333 | -30.9% | -$17.37万 | 减仓 |
| MSTR | STRATEGY INC 看跌期权 | $39.12万 | 0.08% | 4,500 | 4,500 | — | $39.12万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $39.54万 | 0.08% | 1,858 | 33 | 1.8% | $7,023 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $39.67万 | 0.08% | 3,925 | -14 | -0.4% | -$1,415 | 减仓 |
| IJR | ISHARES TR | $40.24万 | 0.08% | 2,713 | 11 | 0.4% | $1,631 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $41.59万 | 0.08% | 3,040 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $41.73万 | 0.08% | 1,400 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $42.19万 | 0.08% | 17,522 | -840 | -4.6% | -$2.02万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $43.19万 | 0.09% | 6,960 | -3,000 | -30.1% | -$18.61万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $43.74万 | 0.09% | 1,150 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $44.70万 | 0.09% | 2,852 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $45.26万 | 0.09% | 1,500 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $45.74万 | 0.09% | 1,560 | 10 | 0.6% | $2,932 | 加仓 |
| ALL | ALLSTATE CORP | $46.40万 | 0.09% | 1,950 | 400 | 25.8% | $9.52万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $46.96万 | 0.09% | 5,175 | -6,950 | -57.3% | -$63.06万 | 减仓 |
| — | VICTORY PORTFOLIOS II | $47.46万 | 0.09% | 7,236 | 130 | 1.8% | $8,527 | 加仓 |
| NFLX | NETFLIX INC. | $49.31万 | 0.10% | 6,906 | 900 | 15.0% | $6.43万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $49.93万 | 0.10% | 2,305 | 350 | 17.9% | $7.58万 | 加仓 |
| GLD | SPDR GOLD TR | $51.57万 | 0.10% | 1,400 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $51.76万 | 0.10% | 2,950 | -40 | -1.3% | -$7,018 | 减仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $52.81万 | 0.10% | 92,000 | -2,500 | -2.6% | -$1.44万 | 减仓 |
| CME | CME GROUP INC | $53.35万 | 0.11% | 2,416 | 0 | 0.0% | — | 不变 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $54.55万 | 0.11% | 12,281 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $57.06万 | 0.11% | 6,905 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $59.38万 | 0.12% | 5,064 | -500 | -9.0% | -$5.86万 | 减仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $60.45万 | 0.12% | 50,000 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $61.13万 | 0.12% | 890 | 85 | 10.6% | $5.84万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $61.23万 | 0.12% | 2,734 | 8 | 0.3% | $1,792 | 加仓 |
| CAH | CARDINAL HEALTH INC | $62.95万 | 0.12% | 2,650 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $64.27万 | 0.13% | 2,969 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $64.28万 | 0.13% | 6,450 | 1,500 | 30.3% | $14.95万 | 加仓 |
| HAFC | HANMI FINL CORP | $65.20万 | 0.13% | 20,125 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $65.86万 | 0.13% | 619 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $66.06万 | 0.13% | 43,925 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $66.83万 | 0.13% | 15,783 | -500 | -3.1% | -$2.12万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $67.38万 | 0.13% | 69,900 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $67.69万 | 0.13% | 1,985 | -80 | -3.9% | -$2.73万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $67.70万 | 0.13% | 4,867 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $67.92万 | 0.13% | 7,057 | -100 | -1.4% | -$9,625 | 减仓 |
| LIN | LINDE PLC | $68.40万 | 0.14% | 1,318 | 18 | 1.4% | $9,341 | 加仓 |
| DE | DEERE & CO | $69.02万 | 0.14% | 1,088 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $69.52万 | 0.14% | 1,674 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $70.89万 | 0.14% | 2,879 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $72.05万 | 0.14% | 2,130 | -45 | -2.1% | -$1.52万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $72.13万 | 0.14% | 2,904 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $76.47万 | 0.15% | 7,989 | 8 | 0.1% | $766 | 加仓 |
| META | META PLATFORMS INC | $77.28万 | 0.15% | 1,372 | 75 | 5.8% | $4.22万 | 加仓 |
| HYG | ISHARES TR | $77.79万 | 0.15% | 9,728 | 7,926 | 439.8% | $63.38万 | 加仓 |
| MPC | MARATHON PETE CORP | $80.68万 | 0.16% | 3,156 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $81.30万 | 0.16% | 1,086 | 1 | 0.1% | $749 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $82.22万 | 0.16% | 4,718 | -62 | -1.3% | -$1.08万 | 减仓 |
| MRK | MERCK & CO INC | $83.01万 | 0.16% | 6,460 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $83.81万 | 0.17% | 43,834 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $84.21万 | 0.17% | 3,470 | -30 | -0.9% | -$7,280 | 减仓 |
| AMAT | APPLIED MATLS INC | $85.68万 | 0.17% | 1,185 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $85.70万 | 0.17% | 5,637 | 1,000 | 21.6% | $15.20万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $85.70万 | 0.17% | 20,985 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $89.96万 | 0.18% | 14,071 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $93.97万 | 0.19% | 20,156 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $94.87万 | 0.19% | 2,690 | 10 | 0.4% | $3,527 | 加仓 |
| AMLP | ALPS ETF TR | $95.40万 | 0.19% | 18,400 | 1,000 | 5.7% | $5.18万 | 加仓 |
| KO | COCA COLA CO | $98.18万 | 0.19% | 12,081 | -31 | -0.3% | -$2,519 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $99.19万 | 0.20% | 2,800 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $102.34万 | 0.20% | 9,036 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $103.15万 | 0.20% | 860 | 4 | 0.5% | $4,798 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $103.92万 | 0.21% | 27,965 | -31,100 | -52.7% | -$115.57万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $104.72万 | 0.21% | 64,800 | -495 | -0.8% | -$7,999 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $113.62万 | 0.23% | 4,250 | 0 | 0.0% | — | 不变 |
| RONB | BARON ETF TR | $114.92万 | 0.23% | 47,100 | 37,850 | 409.2% | $92.35万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $116.43万 | 0.23% | 2,438 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $121.27万 | 0.24% | 10,900 | -10,107 | -48.1% | -$112.45万 | 减仓 |
| ENB | ENBRIDGE INC | $122.53万 | 0.24% | 22,603 | -168 | -0.7% | -$9,107 | 减仓 |