one8zero8, LLC
GREENSBORO NC · SEC CIK 0002053138
$4.49亿2026Q1 申报市值
260持仓数
35.1%前十大占比 · 第一大 6.7%
13 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IOT 加仓+$179.21万
LULU 加仓+$116.05万
RKLB 加仓+$105.32万
JMIA 加仓+$97.22万
PDD 加仓+$91.45万
2026Q1 卖出最多 按季末市值估算
ON 清仓-$212.81万
LOB 减仓-$181.72万
VTS 减仓-$159.26万
VLO 减仓-$129.27万
LOW 减仓-$80.62万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PBR | PETROLEO BRASILEIRO S A | $135.49万 | 0.30% | 65,295 | -4,978 | -7.1% | -$10.33万 | 减仓 |
| V | VISA INC | $139.49万 | 0.31% | 4,615 | -105 | -2.2% | -$3.17万 | 减仓 |
| PLD | PROLOGIS INC. | $143.35万 | 0.32% | 10,845 | 1 | 0.0% | $132 | 加仓 |
| HUBB | HUBBELL INC | $147.22万 | 0.33% | 3,000 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $153.28万 | 0.34% | 16,425 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $153.82万 | 0.34% | 10,456 | -50 | -0.5% | -$7,355 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $154.54万 | 0.34% | 26,810 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $157.22万 | 0.35% | 34,200 | -2,337 | -6.4% | -$10.74万 | 减仓 |
| DAL | DELTA AIR LINES INC | $168.23万 | 0.37% | 25,305 | 200 | 0.8% | $1.33万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $172.25万 | 0.38% | 2,850 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $177.84万 | 0.40% | 12,800 | -125 | -1.0% | -$1.74万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $178.74万 | 0.40% | 12,375 | -650 | -5.0% | -$9.39万 | 减仓 |
| QCOM | QUALCOMM INC | $182.16万 | 0.41% | 14,145 | -280 | -1.9% | -$3.61万 | 减仓 |
| RVTY | REVVITY INC | $184.04万 | 0.41% | 21,007 | -600 | -2.8% | -$5.26万 | 减仓 |
| LOW | LOWES COS INC | $200.25万 | 0.45% | 8,475 | -3,412 | -28.7% | -$80.62万 | 减仓 |
| IOT | SAMSARA INC | $201.39万 | 0.45% | 63,550 | 56,550 | 807.9% | $179.21万 | 加仓 |
| ABBV | ABBVIE INC | $204.36万 | 0.46% | 9,396 | -429 | -4.4% | -$9.33万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $204.57万 | 0.46% | 33,730 | -100 | -0.3% | -$6,065 | 减仓 |
| MO | ALTRIA GROUP INC | $207.89万 | 0.46% | 31,504 | -1,700 | -5.1% | -$11.22万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $209.09万 | 0.47% | 22,187 | 527 | 2.4% | $4.97万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $213.00万 | 0.47% | 308,700 | 140,900 | 84.0% | $97.22万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $222.30万 | 0.50% | 14,520 | 7,580 | 109.2% | $116.05万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $229.88万 | 0.51% | 59,065 | 650 | 1.1% | $2.53万 | 加仓 |
| CSCO | CISCO SYS INC | $241.45万 | 0.54% | 31,119 | -308 | -1.0% | -$2.39万 | 减仓 |
| BAC | BANK AMERICA CORP | $263.95万 | 0.59% | 54,145 | -588 | -1.1% | -$2.87万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $274.70万 | 0.61% | 10,152 | 160 | 1.6% | $4.33万 | 加仓 |
| PCAR | PACCAR INC | $277.55万 | 0.62% | 24,031 | -1,632 | -6.4% | -$18.85万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $277.93万 | 0.62% | 42,759 | 100 | 0.2% | $6,500 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $279.60万 | 0.62% | 3,305 | -316 | -8.7% | -$26.73万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $280.38万 | 0.62% | 54,075 | 200 | 0.4% | $1.04万 | 加仓 |
| GLW | CORNING INC | $285.54万 | 0.64% | 21,000 | -500 | -2.3% | -$6.80万 | 减仓 |
| GOOGL | ALPHABET INC | $287.13万 | 0.64% | 9,985 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $288.01万 | 0.64% | 9,053 | -50 | -0.5% | -$1.59万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $290.38万 | 0.65% | 86,602 | -1,200 | -1.4% | -$4.02万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $300.24万 | 0.67% | 98,600 | -11,700 | -10.6% | -$35.63万 | 减仓 |
| SYK | STRYKER CORPORATION | $309.53万 | 0.69% | 9,420 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $315.29万 | 0.70% | 38,554 | -2,671 | -6.5% | -$21.84万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $318.36万 | 0.71% | 6,477 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $331.27万 | 0.74% | 16,011 | 285 | 1.8% | $5.90万 | 加仓 |
| DHR | DANAHER CORP DEL | $332.43万 | 0.74% | 17,533 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $355.39万 | 0.79% | 91,150 | 1,100 | 1.2% | $4.29万 | 加仓 |
| CG | CARLYLE GROUP INC | $358.72万 | 0.80% | 74,130 | 300 | 0.4% | $1.45万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.80% | 5 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $405.59万 | 0.90% | 27,727 | -250 | -0.9% | -$3.66万 | 减仓 |
| ECL | ECOLAB INC | $418.88万 | 0.93% | 15,746 | -100 | -0.6% | -$2.66万 | 减仓 |
| SLB | SLB LIMITED | $419.30万 | 0.93% | 81,591 | 1,810 | 2.3% | $9.30万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $426.61万 | 0.95% | 25,802 | -10 | -0.0% | -$1,653 | 减仓 |
| NVDA | NVIDIA CORPORATION | $435.98万 | 0.97% | 24,999 | 108 | 0.4% | $1.88万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $450.88万 | 1.00% | 4,525 | -25 | -0.5% | -$2.49万 | 减仓 |
| TGLS | TECNOGLASS INC | $468.10万 | 1.04% | 105,074 | 8,698 | 9.0% | $38.75万 | 加仓 |
| STNE | STONECO LTD | $487.46万 | 1.09% | 345,225 | 20,700 | 6.4% | $29.23万 | 加仓 |
| PEP | PEPSICO INC | $490.25万 | 1.09% | 31,570 | -200 | -0.6% | -$3.11万 | 减仓 |
| RTX | RTX CORPORATION | $498.07万 | 1.11% | 25,820 | -1,034 | -3.9% | -$19.95万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $522.43万 | 1.16% | 42,550 | 600 | 1.4% | $7.37万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $536.20万 | 1.19% | 77,653 | 4,750 | 6.5% | $32.80万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $568.82万 | 1.27% | 43,441 | 16 | 0.0% | $2,095 | 加仓 |
| RY | ROYAL BK CDA | $572.47万 | 1.28% | 35,386 | 9 | 0.0% | $1,456 | 加仓 |
| LRCX | LAM RESEARCH CORP | $588.42万 | 1.31% | 27,540 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $595.67万 | 1.33% | 24,109 | -5,232 | -17.8% | -$129.27万 | 减仓 |
| — | EXXON MOBIL CORP | $605.97万 | 1.35% | 35,717 | -871 | -2.4% | -$14.78万 | 减仓 |
| CLMT | CALUMET INC | $675.76万 | 1.51% | 188,235 | -655 | -0.3% | -$2.35万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $697.38万 | 1.55% | 387,001 | 12,029 | 3.2% | $21.68万 | 加仓 |
| CTRE | CARETRUST REIT INC | $714.67万 | 1.59% | 195,000 | -10,950 | -5.3% | -$40.13万 | 减仓 |
| BX | BLACKSTONE INC | $778.82万 | 1.73% | 67,730 | 158 | 0.2% | $1.82万 | 加仓 |
| AMZN | AMAZON COM INC | $893.12万 | 1.99% | 42,883 | 750 | 1.8% | $15.62万 | 加仓 |
| GOOG | ALPHABET INC | $923.16万 | 2.06% | 32,181 | 1,369 | 4.4% | $39.27万 | 加仓 |
| ETN | EATON CORP PLC | $1,280.10万 | 2.85% | 35,790 | -900 | -2.5% | -$32.19万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $1,359.83万 | 3.03% | 451,472 | -8,974 | -1.9% | -$27.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,446.81万 | 3.22% | 59,189 | -683 | -1.1% | -$16.70万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,509.59万 | 3.36% | 40,781 | 45 | 0.1% | $1.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,524.60万 | 3.40% | 51,829 | -34 | -0.1% | -$1.00万 | 减仓 |
| FTNT | FORTINET INC | $1,645.17万 | 3.66% | 201,318 | -8,280 | -4.0% | -$67.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,144.61万 | 4.78% | 44,754 | 67 | 0.1% | $3.21万 | 加仓 |
| AAPL | APPLE INC | $3,024.37万 | 6.74% | 119,168 | -1,510 | -1.3% | -$38.32万 | 减仓 |