| SSPDR道富系列信托SPYG |
| 5.06% | 4.39% | $3,855.2万 | 39.4万股 | $1,816.5万 | 16.8万股 | +22.5万股+133.94% | 加仓 |
| SSPDR道富指数基金SPDW |
| 4.28% | 3.5% | $3,264.6万 | 71.5万股 | $1,447.9万 | 31.6万股 | +40.0万股+126.66% | 加仓 |
| S道富SPYV |
| 3.23% | 2.66% | $2,459.3万 | 43.5万股 | $1,099.8万 | 18.9万股 | +24.6万股+130.10% | 加仓 |
| IiShares安硕信托SHYG |
| 2.88% | 2.93% | $2,193.7万 | 51.8万股 | $1,212.3万 | 28.2万股 | +23.7万股+84.12% | 加仓 |
 英伟达NVDA |
| 2.66% | 1.9% | $2,029.6万 | 11.6万股 | $785.9万 | 4.3万股 | +7.4万股+173.74% | 加仓 |
| IiShares安硕信托GJS |
| 2.57% | 2.96% | $1,956.1万 | 85.4万股 | $1,223.4万 | 53.1万股 | +32.3万股+60.94% | 加仓 |
| SSPDR道富系列信托SPMB |
| 2.48% | 2.49% | $1,888.5万 | 84.3万股 | $1,028.8万 | 45.6万股 | +38.7万股+84.78% | 加仓 |
| SSPDR道富系列信托SPTL |
| 2.07% | 2.16% | $1,577.6万 | 60.0万股 | $891.9万 | 33.5万股 | +26.5万股+79.16% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.06% | 2.3% | $1,568.1万 | 19.0万股 | $952.2万 | 11.3万股 | +7.6万股+66.98% | 加仓 |
| S道富SPSM |
| 1.71% | 1.39% | $1,304.6万 | 27.0万股 | $572.7万 | 11.6万股 | +15.4万股+132.23% | 加仓 |
| MMAIN SECTOR ROTATION ETFSECT |
| 1.68% | 2.69% | $1,281.4万 | 21.2万股 | $1,112.7万 | 17.2万股 | +4.0万股+23.32% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.52% | 1.31% | $1,161.0万 | 24.7万股 | $540.1万 | 11.2万股 | +13.5万股+120.90% | 加仓 |
 微软MSFT |
| 1.44% | 1.98% | $1,094.0万 | 3.0万股 | $817.3万 | 1.7万股 | +1.3万股+73.32% | 加仓 |
 苹果AAPL |
| 1.39% | 1.21% | $1,062.1万 | 4.2万股 | $502.0万 | 1.9万股 | +2.2万股+116.25% | 加仓 |
 亚马逊AMZN |
| 1.32% | 1.87% | $1,003.1万 | 4.8万股 | $773.3万 | 3.1万股 | +1.7万股+54.06% | 加仓 |
 谷歌AGOOGL |
| 1.31% | 1.18% | $998.9万 | 3.5万股 | $487.4万 | 1.5万股 | +2.0万股+134.18% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.24% | — | $942.6万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| SSPDR道富系列信托BIL |
| 1.21% | 1.55% | $921.2万 | 10.1万股 | $640.3万 | 7.0万股 | +3.1万股+43.61% | 加仓 |
 Meta平台META |
| 1.08% | 0.58% | $825.2万 | 1.4万股 | $237.7万 | 3,640股 | +1.1万股+296.26% | 加仓 |
 特斯拉TSLA |
| 1.08% | 0.71% | $820.2万 | 2.2万股 | $293.6万 | 6,598股 | +1.5万股+234.40% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.95% | 1.1% | $722.3万 | 24.0万股 | $456.5万 | 15.1万股 | +8.9万股+59.00% | 加仓 |
 VisaV |
| 0.94% | 1.14% | $713.6万 | 2.4万股 | $471.4万 | 1.3万股 | +1.0万股+75.17% | 加仓 |
 好市多COST |
| 0.87% | — | $663.0万 | 6,654股 | $0 | 0股 | +6,654股 | 新买入 |
 应用材料AMAT |
| 0.8% | 0.28% | $611.7万 | 1.8万股 | $117.2万 | 3,891股 | +1.4万股+359.98% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.8% | 0.97% | $610.2万 | 2.1万股 | $400.1万 | 1.2万股 | +9,050股+74.44% | 加仓 |
 甲骨文ORCL |
| 0.78% | 1.23% | $596.0万 | 4.1万股 | $508.5万 | 2.6万股 | +1.5万股+58.18% | 加仓 |
 博通AVGO |
| 0.76% | 0.95% | $578.0万 | 1.9万股 | $391.2万 | 1.1万股 | +7,335股+64.69% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 0.74% | 0.67% | $567.5万 | 9.3万股 | $278.0万 | 4.3万股 | +4.9万股+114.53% | 加仓 |
 波音BA |
| 0.74% | 0.51% | $560.7万 | 2.8万股 | $210.2万 | 8,963股 | +1.9万股+214.30% | 加仓 |
 NETFLIXNFLX |
| 0.72% | 0.3% | $549.3万 | 5.7万股 | $123.8万 | 1.4万股 | +4.3万股+312.98% | 加仓 |
 礼来LLY |
| 0.72% | 1.46% | $546.4万 | 5,940股 | $601.8万 | 5,658股 | +282股+4.98% | 加仓 |
 威瑞森VZ |
| 0.63% | 0.59% | $483.0万 | 9.6万股 | $243.4万 | 6.0万股 | +3.6万股+59.92% | 加仓 |
 摩根大通JPM |
| 0.59% | 0.42% | $446.7万 | 1.5万股 | $173.9万 | 5,283股 | +9,894股+187.28% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.55% | 0.67% | $415.3万 | 11.3万股 | $275.6万 | 7.3万股 | +3.9万股+53.73% | 加仓 |
 ShopifySHOP |
| 0.54% | 1.04% | $410.5万 | 3.5万股 | $431.3万 | 2.6万股 | +8,384股+31.97% | 加仓 |
| S道富SLYG |
| 0.53% | 0.41% | $403.3万 | 4.2万股 | $170.3万 | 1.7万股 | +2.4万股+141.37% | 加仓 |
| SSPDR黄金信托GLD |
| 0.49% | 0.38% | $372.2万 | 8,649股 | $157.7万 | 3,806股 | +4,843股+127.25% | 加仓 |
| J骏利亨德森JAAA |
| 0.49% | 0.46% | $370.0万 | 7.3万股 | $189.3万 | 3.7万股 | +3.6万股+96.49% | 加仓 |
 赛富时CRM |
| 0.47% | 0.34% | $356.8万 | 1.9万股 | $142.3万 | 5,476股 | +1.4万股+249.01% | 加仓 |
 雪佛龙CVX |
| 0.46% | 0.31% | $353.1万 | 1.7万股 | $129.9万 | 8,016股 | +9,052股+112.92% | 加仓 |
 麦当劳MCD |
| 0.45% | 0.23% | $342.1万 | 1.1万股 | $96.0万 | 3,123股 | +7,883股+252.42% | 加仓 |
 雷神技术RTX |
| 0.43% | 0.65% | $328.5万 | 1.7万股 | $268.7万 | 1.4万股 | +2,776股+19.47% | 加仓 |
| IiShares安硕信托IVV |
| 0.43% | 0.33% | $325.1万 | 4,977股 | $137.7万 | 1,976股 | +3,001股+151.87% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.4% | 0.34% | $303.2万 | 1.8万股 | $141.7万 | 8,716股 | +9,625股+110.43% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.39% | 0.28% | $297.6万 | 7,306股 | $115.0万 | 3,733股 | +3,573股+95.71% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.38% | — | $287.3万 | 4股 | $0 | 0股 | +4股 | 新买入 |
 福泰制药VRTX |
| 0.33% | 0.14% | $252.2万 | 5,647股 | $57.3万 | 1,235股 | +4,412股+357.25% | 加仓 |
 迪士尼DIS |
| 0.33% | 0.35% | $252.0万 | 2.6万股 | $143.0万 | 1.2万股 | +1.4万股+111.80% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.33% | 0.42% | $251.5万 | 3.2万股 | $173.5万 | 1.8万股 | +1.4万股+74.75% | 加仓 |
 万事达MA |
| 0.33% | 0.84% | $251.4万 | 5,030股 | $349.3万 | 6,068股 | -1,038股-17.11% | 减仓 |
