| SSPDR标普500 ETFSPY |
| 5.44% | 1.43% | $1,590.9万 | 2.1万股 | $342.6万 | 5,269股 | +1.6万股+304.33% | 加仓 |
 博通AVGO |
| 4.8% | 4.81% | $1,402.0万 | 3.7万股 | $1,155.9万 | 3.7万股 | -231股-0.62% | 减仓 |
 台积电TSM |
| 3.85% | 3.68% | $1,125.6万 | 2.4万股 | $884.1万 | 2.6万股 | -2,590股-9.90% | 减仓 |
| V先锋领航指数基金VOO |
| 3.57% | 0.04% | $1,043.7万 | 1.4万股 | $9.7万 | 163股 | +1.4万股+8,595.09% | 加仓 |
 摩根大通JPM |
| 3.3% | 3.44% | $964.5万 | 2.9万股 | $826.7万 | 2.8万股 | +1,361股+4.84% | 加仓 |
 苹果AAPL |
| 3.09% | 3.13% | $904.8万 | 3.1万股 | $751.6万 | 3.0万股 | +1,654股+5.59% | 加仓 |
| IiShares安硕信托EEM |
| 2.93% | 4.59% | $856.0万 | 12.5万股 | $1,104.5万 | 19.4万股 | -6.9万股-35.67% | 减仓 |
| IISHARES U.S. TELECOMMUNICATIONS ETFIYZ |
| 2.92% | 5.12% | $852.5万 | 20.1万股 | $1,232.2万 | 31.3万股 | -11.2万股-35.70% | 减仓 |
 沃尔玛WMT |
| 2.79% | 3.47% | $815.7万 | 7.2万股 | $834.4万 | 6.7万股 | +4,876股+7.26% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 2.22% | 2.23% | $650.1万 | 2.6万股 | $535.8万 | 2.6万股 | +658股+2.56% | 加仓 |
 强生JNJ |
| 2.22% | 0.61% | $648.8万 | 2.6万股 | $145.7万 | 5,959股 | +2.0万股+328.70% | 加仓 |
| V先锋领航·WELLINGTON FDVFMF |
| 2.06% | 0.2% | $602.9万 | 3.4万股 | $48.3万 | 3,115股 | +3.1万股+993.74% | 加仓 |
 默沙东MRK |
| 1.88% | 2.08% | $551.0万 | 4.3万股 | $500.6万 | 4.2万股 | +1,268股+3.05% | 加仓 |
 阿斯利康AZN |
| 1.83% | 0.11% | $536.3万 | 2.8万股 | $27.2万 | 1,378股 | +2.7万股+1,952.54% | 加仓 |
| F富达·MSCIFIDU |
| 1.75% | — | $512.3万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.74% | — | $509.3万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 1.73% | 0.17% | $504.9万 | 6.7万股 | $40.4万 | 6,017股 | +6.1万股+1,019.48% | 加仓 |
| S嘉信策略信托SCHD |
| 1.73% | 0.61% | $504.4万 | 15.9万股 | $145.5万 | 4.7万股 | +11.2万股+235.41% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1.71% | — | $500.9万 | 12.7万股 | $0 | 0股 | +12.7万股 | 新买入 |
| IiShares安硕信托IYF |
| 1.69% | 0.02% | $494.7万 | 3.9万股 | $3.6万 | 307股 | +3.8万股+12,538.44% | 加仓 |
 艾默生电气EMR |
| 1.61% | 1.57% | $470.2万 | 3.3万股 | $376.4万 | 2.9万股 | +4,119股+14.34% | 加仓 |
 ROYAL BK CDA COMRY |
| 1.58% | 0.39% | $460.9万 | 2.2万股 | $94.0万 | 5,810股 | +1.6万股+283.30% | 加仓 |
| PPROLOGIS COMPLD |
| 1.44% | 1.67% | $419.6万 | 3.1万股 | $400.9万 | 3.0万股 | +644股+2.12% | 加仓 |
 恩智浦NXPI |
| 1.33% | 1.11% | $389.6万 | 1.4万股 | $265.8万 | 1.4万股 | +360股+2.67% | 加仓 |
| Q高通QCOM |
| 1.29% | 1.09% | $375.7万 | 2.0万股 | $261.0万 | 2.0万股 | +65股+0.32% | 加仓 |
 BUNGE GLOBALBG |
| 1.28% | — | $374.6万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| C资本集团股息价值CCBG |
| 1.11% | 1.13% | $325.0万 | 6.6万股 | $271.9万 | 6.4万股 | +2,031股+3.18% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.1% | 0.7% | $322.5万 | 12.2万股 | $167.2万 | 6.4万股 | +5.8万股+90.52% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 1.07% | 1.11% | $312.8万 | 7.0万股 | $267.1万 | 7.0万股 | +817股+1.18% | 加仓 |
 百事可乐PEP |
| 1.06% | 1.46% | $311.3万 | 2.3万股 | $350.9万 | 2.3万股 | +396股+1.75% | 加仓 |
| IISHARES U.S. ENERGY ETFIYE |
| 1.04% | — | $304.9万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 英伟达NVDA |
| 0.98% | 0.73% | $287.2万 | 1.4万股 | $176.0万 | 1.0万股 | +4,260股+42.21% | 加仓 |
 微软MSFT |
| 0.8% | 0.83% | $233.4万 | 6,256股 | $199.5万 | 5,390股 | +866股+16.07% | 加仓 |
| IiShares安硕信托DVY |
| 0.69% | 0.07% | $201.5万 | 1.3万股 | $17.1万 | 1,130股 | +1.2万股+1,040.88% | 加仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.64% | 0.72% | $186.7万 | 8.4万股 | $171.9万 | 7.7万股 | +6,798股+8.83% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 0.64% | 0.62% | $186.3万 | 6.8万股 | $148.5万 | 5.5万股 | +1.4万股+25.01% | 加仓 |
 礼来LLY |
| 0.6% | 0.53% | $176.7万 | 1,473股 | $126.9万 | 1,380股 | +93股+6.74% | 加仓 |
| IiShares安硕信托ITOT |
| 0.59% | 0.58% | $173.9万 | 1.1万股 | $139.7万 | 9,807股 | +780股+7.95% | 加仓 |
 杜克能源DUK |
| 0.52% | 0.6% | $151.9万 | 1.2万股 | $144.2万 | 1.1万股 | +985股+8.94% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.5% | 0.54% | $145.5万 | 4.4万股 | $129.7万 | 3.4万股 | +9,964股+29.52% | 加仓 |
 Truist金融TFC |
| 0.46% | 0.46% | $134.6万 | 2.7万股 | $111.3万 | 2.4万股 | +2,794股+11.54% | 加仓 |
 谷歌AGOOGL |
| 0.44% | 0.36% | $128.1万 | 3,585股 | $86.7万 | 3,016股 | +569股+18.87% | 加仓 |
| GGABELLI GLOBAL UTIL & INCOMEGLU |
| 0.43% | 0.53% | $126.7万 | 6.6万股 | $127.6万 | 6.7万股 | -640股-0.96% | 减仓 |
 道明尼能源D |
| 0.42% | 0.37% | $121.5万 | 1.8万股 | $89.0万 | 1.4万股 | +3,390股+23.55% | 加仓 |
 卡特彼勒CAT |
| 0.38% | 0.28% | $111.1万 | 1,043股 | $66.4万 | 937股 | +106股+11.31% | 加仓 |
 Meta平台META |
| 0.38% | 0.4% | $110.0万 | 1,954股 | $95.1万 | 1,663股 | +291股+17.50% | 加仓 |
 美光科技MU |
| 0.37% | 0.14% | $109.5万 | 948股 | $33.4万 | 989股 | -41股-4.15% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.37% | 0.11% | $109.3万 | 5,139股 | $27.5万 | 1,435股 | +3,704股+258.12% | 加仓 |
 艾伯维ABBV |
| 0.37% | 0.26% | $108.2万 | 4,298股 | $62.0万 | 2,853股 | +1,445股+50.65% | 加仓 |
 亚马逊AMZN |
| 0.36% | 0.33% | $104.8万 | 4,396股 | $79.7万 | 3,827股 | +569股+14.87% | 加仓 |
