| SSPDR行业精选信托XLK |
| 16.67% | 13.69% | $2,639.9万 | 13.9万股 | $1,862.4万 | 14.0万股 | -1,573股-1.12% | 减仓 |
 谷歌AGOOGL |
| 9.79% | 9.2% | $1,551.3万 | 4.3万股 | $1,251.3万 | 4.4万股 | -105股-0.24% | 减仓 |
 苹果AAPL |
| 9.32% | 9.52% | $1,476.3万 | 5.1万股 | $1,295.9万 | 5.1万股 | -40股-0.08% | 减仓 |
 VisaV |
| 4.81% | 4.87% | $761.7万 | 2.2万股 | $662.8万 | 2.2万股 | +272股+1.24% | 加仓 |
| IiShares安硕信托DGRO |
| 4.36% | 4.67% | $690.8万 | 9.1万股 | $635.8万 | 9.1万股 | +545股+0.60% | 加仓 |
 台积电TSM |
| 4.1% | 3.35% | $648.7万 | 1.4万股 | $455.1万 | 1.3万股 | +116股+0.86% | 加仓 |
| XXTRACKERS MSCI EUROPE HEDGED EQUITY ETFDBEU |
| 3.49% | 3.66% | $552.7万 | 10.2万股 | $498.6万 | 10.2万股 | +100股+0.10% | 加仓 |
| J骏利亨德森JAAA |
| 3.09% | 3.54% | $489.0万 | 9.7万股 | $481.5万 | 9.6万股 | +1,250股+1.31% | 加仓 |
| J骏利Detroit策略信托JBBB |
| 2.65% | 2.98% | $419.6万 | 8.9万股 | $405.3万 | 8.7万股 | +1,655股+1.90% | 加仓 |
 埃克森美孚XOM |
| 2.64% | 3.83% | $418.7万 | 3.1万股 | $521.2万 | 3.1万股 | -95股-0.31% | 减仓 |
 Meta平台META |
| 2.51% | 2.87% | $397.2万 | 7,052股 | $390.6万 | 6,827股 | +225股+3.30% | 加仓 |
 贝莱德·INC COMBLK |
| 2.45% | 2.85% | $387.5万 | 4,030股 | $387.2万 | 4,026股 | +4股+0.10% | 加仓 |
 微软MSFT |
| 2.29% | 2.41% | $362.2万 | 9,709股 | $328.4万 | 8,871股 | +838股+9.45% | 加仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 2.28% | 2.03% | $360.8万 | 3.0万股 | $276.0万 | 3.0万股 | +140股+0.47% | 加仓 |
 AMGEN COMAMGN |
| 2.15% | 2.38% | $340.9万 | 9,415股 | $323.4万 | 9,190股 | +225股+2.45% | 加仓 |
| S道富XLI |
| 2.05% | 2.09% | $325.5万 | 1.8万股 | $284.2万 | 1.8万股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 1.89% | 1.48% | $298.8万 | 2.9万股 | $201.1万 | 2.8万股 | +885股+3.16% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.73% | 1.95% | $274.6万 | 5.4万股 | $265.9万 | 5.3万股 | +1,760股+3.35% | 加仓 |
| IiShares安硕信托MTUM |
| 1.7% | 1.26% | $269.5万 | 7,860股 | $172.0万 | 7,167股 | +693股+9.67% | 加仓 |
 ExpediaEXPE |
| 1.66% | 1.74% | $263.4万 | 1.0万股 | $236.7万 | 1.0万股 | +40股+0.39% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.64% | 1.56% | $259.3万 | 7,340股 | $212.0万 | 7,390股 | -50股-0.68% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.6% | 1.72% | $253.8万 | 1.6万股 | $234.2万 | 1.6万股 | +20股+0.13% | 加仓 |
 Phillips 66PSX |
| 1.56% | 1.95% | $246.5万 | 1.5万股 | $265.6万 | 1.5万股 | +1股+0.01% | 加仓 |
 亚马逊AMZN |
| 1.52% | 1.46% | $241.3万 | 1.0万股 | $199.0万 | 9,555股 | +570股+5.97% | 加仓 |
 威瑞森VZ |
| 1.45% | 1.98% | $229.4万 | 5.4万股 | $269.7万 | 5.4万股 | +450股+0.84% | 加仓 |
| I景顺·S&PIDMO |
| 1.12% | 1.16% | $178.1万 | 3.0万股 | $157.4万 | 2.9万股 | +830股+2.89% | 加仓 |
 HCA医疗HCA |
| 1.03% | — | $162.5万 | 4,168股 | $0 | 0股 | +4,168股 | 新买入 |
 UFP INDUSTRIESUFPI |
| 0.95% | 1.13% | $150.3万 | 1.7万股 | $153.3万 | 1.7万股 | -70股-0.42% | 减仓 |
| S嘉信·USSCHX |
| 0.91% | 0.91% | $144.8万 | 4.9万股 | $123.7万 | 4.8万股 | +954股+1.98% | 加仓 |
 LENNARLEN |
| 0.78% | 0.9% | $123.4万 | 1.4万股 | $122.9万 | 1.4万股 | -520股-3.67% | 减仓 |
 优步UBER |
| 0.69% | 0.82% | $109.7万 | 1.5万股 | $112.2万 | 1.6万股 | -400股-2.56% | 减仓 |
| PPacer基金信托COWZ |
| 0.68% | 0.79% | $107.4万 | 1.7万股 | $107.3万 | 1.7万股 | +115股+0.67% | 加仓 |
 英伟达NVDA |
| 0.63% | 0.64% | $100.3万 | 5,013股 | $86.8万 | 4,979股 | +34股+0.68% | 加仓 |
 耐克NKE |
| 0.49% | 1.04% | $77.5万 | 1.9万股 | $141.3万 | 2.7万股 | -7,870股-29.42% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.34% | 0.51% | $54.6万 | 2.2万股 | $69.1万 | 2.4万股 | -1,825股-7.58% | 减仓 |
 纽柯钢铁NUE |
| 0.34% | 0.33% | $54.4万 | 2,440股 | $45.5万 | 2,690股 | -250股-9.29% | 减仓 |
| IIBMIBM |
| 0.26% | 0.26% | $41.1万 | 1,461股 | $35.4万 | 1,460股 | +1股+0.07% | 加仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 0.26% | 0.19% | $40.6万 | 8,620股 | $26.5万 | 5,600股 | +3,020股+53.93% | 加仓 |
 COLUMBIA SPORTSWEARCOLM |
| 0.25% | 0.36% | $40.3万 | 6,512股 | $48.7万 | 8,892股 | -2,380股-26.77% | 减仓 |
| S嘉信策略信托SGVT |
| 0.22% | 0.26% | $35.6万 | 3,533股 | $35.3万 | 3,504股 | +29股+0.83% | 加仓 |
 雪佛龙CVX |
| 0.22% | 0.33% | $35.5万 | 2,142股 | $44.3万 | 2,142股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.22% | 0.24% | $34.7万 | 2,697股 | $32.4万 | 2,692股 | +5股+0.19% | 加仓 |
| S嘉信·USSCHA |
| 0.21% | 0.2% | $34.0万 | 9,415股 | $27.0万 | 9,277股 | +138股+1.49% | 加仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.21% | 0.17% | $32.5万 | 1,993股 | $22.8万 | 1,972股 | +21股+1.06% | 加仓 |
 ESSENTIAL UTILSWTRG |
| 0.18% | 0.22% | $29.1万 | 7,595股 | $30.6万 | 7,595股 | 00.00% | 持仓不变 |
 FULTON FINL PAFULT |
| 0.16% | 0.15% | $24.7万 | 1.0万股 | $20.7万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.15% | 0.15% | $23.7万 | 316股 | $20.6万 | 316股 | 00.00% | 持仓不变 |
 GLOBAL INDEMNITYGBLI |
| 0.13% | 0.17% | $21.2万 | 8,482股 | $23.1万 | 8,482股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.13% | — | $21.2万 | 288股 | $0 | 0股 | +288股 | 新买入 |
| PPROSPECT CAP CORP COMPSEC |
| 0.01% | 0.02% | $2.3万 | 1.0万股 | $2.6万 | 1.0万股 | 00.00% | 持仓不变 |
