| SSMITH MIDLAND CORP COMSMID |
| 31.63% | 39.96% | $5,289.9万 | 182.4万股 | $5,991.3万 | 184.2万股 | -1.8万股-0.96% | 减仓 |
 CARLISLE COSCSL |
| 6.28% | 6.45% | $1,050.1万 | 2.9万股 | $966.9万 | 2.9万股 | -35股-0.12% | 减仓 |
 多佛DOV |
| 2.8% | 2.91% | $468.1万 | 2.1万股 | $436.1万 | 2.1万股 | -50股-0.24% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.91% | 1.5% | $320.0万 | 6.3万股 | $225.0万 | 4.4万股 | +1.9万股+42.35% | 加仓 |
| V先锋领航指数基金VOO |
| 1.89% | 1.7% | $316.8万 | 4,613股 | $255.0万 | 4,267股 | +346股+8.11% | 加仓 |
 宣伟SHW |
| 1.54% | 1.6% | $258.2万 | 7,500股 | $240.4万 | 7,500股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 1.49% | 1.23% | $249.0万 | 2,119股 | $185.0万 | 2,119股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.43% | 0.76% | $239.4万 | 8,273股 | $114.1万 | 4,496股 | +3,777股+84.01% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.32% | 1.37% | $221.5万 | 9,363股 | $205.4万 | 9,552股 | -189股-1.98% | 减仓 |
 CHUBB LIMITEDCB |
| 1.23% | 1.31% | $205.3万 | 6,025股 | $196.4万 | 6,025股 | 00.00% | 持仓不变 |
 康宁GLW |
| 1.22% | — | $204.9万 | 8,020股 | $0 | 0股 | +8,020股 | 新买入 |
| SSPDR道富系列信托BIL |
| 1.21% | 1.14% | $202.8万 | 2.2万股 | $170.9万 | 1.9万股 | +3,483股+18.68% | 加仓 |
 英伟达NVDA |
| 1.13% | 1.03% | $188.5万 | 9,420股 | $155.1万 | 8,891股 | +529股+5.95% | 加仓 |
 VanEck ETF信托SMH |
| 1.06% | 0.7% | $177.2万 | 2,701股 | $105.5万 | 2,751股 | -50股-1.82% | 减仓 |
| CCOMFORT SYS USAFIX |
| 1.02% | 1.67% | $170.9万 | 862股 | $249.8万 | 1,811股 | -949股-52.40% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.97% | 1.01% | $162.8万 | 5.6万股 | $151.8万 | 5.2万股 | +4,100股+7.88% | 加仓 |
| S道富SPYM |
| 0.87% | 0.84% | $145.7万 | 1.7万股 | $125.9万 | 1.6万股 | +125股+0.76% | 加仓 |
 PROFOUND MED CORPORATION COM NEW (CANADA)PROF |
| 0.86% | 0.93% | $144.0万 | 21.7万股 | $139.8万 | 21.6万股 | +750股+0.35% | 加仓 |
 礼来LLY |
| 0.86% | 0.74% | $143.9万 | 1,200股 | $110.4万 | 1,200股 | 00.00% | 持仓不变 |
| DDYCOM INDSDY |
| 0.82% | 0.59% | $137.0万 | 2,709股 | $88.2万 | 2,604股 | +105股+4.03% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.8% | 0.68% | $133.4万 | 3,774股 | $101.5万 | 3,537股 | +237股+6.70% | 加仓 |
 GE航空GE |
| 0.77% | 0.65% | $128.7万 | 3,444股 | $97.7万 | 3,444股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.75% | 0.28% | $124.7万 | 5,231股 | $41.6万 | 1,999股 | +3,232股+161.68% | 加仓 |
 好市多COST |
| 0.72% | 0.87% | $119.8万 | 1,281股 | $129.9万 | 1,304股 | -23股-1.76% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.69% | 0.59% | $114.6万 | 3,275股 | $87.8万 | 3,110股 | +165股+5.31% | 加仓 |
| S道富SPTI |
| 0.68% | 0.77% | $114.1万 | 4.0万股 | $115.1万 | 4.0万股 | +42股+0.10% | 加仓 |
| S嘉信策略信托SCHD |
| 0.66% | 0.35% | $110.4万 | 3.5万股 | $52.7万 | 1.7万股 | +1.8万股+102.80% | 加仓 |
| V先锋领航指数基金VTV |
| 0.66% | 0.66% | $110.0万 | 5,050股 | $99.6万 | 5,076股 | -26股-0.51% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.64% | 0.61% | $107.4万 | 8,124股 | $91.2万 | 8,124股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.64% | 0.34% | $106.4万 | 923股 | $50.5万 | 1,494股 | -571股-38.22% | 减仓 |
| EENERGY SERVICES OF AMER CORP COMESOA |
| 0.63% | 0.18% | $106.0万 | 5.5万股 | $26.7万 | 2.0万股 | +3.4万股+169.41% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.62% | 0.69% | $103.5万 | 2.0万股 | $103.5万 | 2.0万股 | 00.00% | 持仓不变 |
| BBLACKBERRY LTD FBB |
| 0.6% | 0.05% | $101.0万 | 7.4万股 | $7.1万 | 2.0万股 | +5.4万股+273.07% | 加仓 |
| SSPDR黄金信托GLD |
| 0.58% | 0.76% | $97.1万 | 2,635股 | $113.6万 | 2,640股 | -5股-0.19% | 减仓 |
 Markel Group Inc.MKL |
| 0.56% | 0.6% | $94.1万 | 482股 | $89.4万 | 467股 | +15股+3.21% | 加仓 |
| LLIGHTPATH TECHNOLOGIESLPTH |
| 0.55% | 0.42% | $92.0万 | 5.6万股 | $63.2万 | 6.3万股 | -6,750股-10.71% | 减仓 |
 谷歌AGOOGL |
| 0.55% | 0.36% | $91.3万 | 2,554股 | $53.5万 | 1,862股 | +692股+37.16% | 加仓 |
| V先锋领航指数基金VUG |
| 0.53% | 0.5% | $89.0万 | 1.0万股 | $75.2万 | 1,722股 | +8,610股+500.00% | 加仓 |
| VVANECK MERK GOLD TRUSTOUNZ |
| 0.5% | 0.6% | $83.0万 | 2.2万股 | $89.9万 | 2.0万股 | +1,550股+7.77% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.49% | 0.34% | $82.6万 | 8,125股 | $51.1万 | 7,950股 | +175股+2.20% | 加仓 |
 微软MSFT |
| 0.48% | 0.45% | $80.5万 | 2,158股 | $67.0万 | 1,809股 | +349股+19.29% | 加仓 |
 思科CSCO |
| 0.48% | 0.35% | $79.9万 | 6,806股 | $52.1万 | 6,709股 | +97股+1.45% | 加仓 |
| BBABCOCK & WILCOX ENTERPRISESBW |
| 0.48% | 0.55% | $79.5万 | 5.6万股 | $82.2万 | 5.6万股 | +410股+0.73% | 加仓 |
| V先锋领航指数基金VB |
| 0.47% | 0.46% | $79.0万 | 2,607股 | $68.3万 | 2,607股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.47% | 0.51% | $78.3万 | 6,944股 | $76.5万 | 6,153股 | +791股+12.86% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.47% | 0.45% | $77.8万 | 9,451股 | $67.8万 | 9,451股 | 00.00% | 持仓不变 |
| IINVESCO AI AND NEXT GEN SOFTWARE ETFIGPT |
| 0.47% | — | $77.8万 | 7,475股 | $0 | 0股 | +7,475股 | 新买入 |
 Meta平台META |
| 0.46% | 0.5% | $76.9万 | 1,366股 | $75.3万 | 1,316股 | +50股+3.80% | 加仓 |
| TTECOGEN NEWTGEN |
| 0.45% | 0.17% | $75.6万 | 14.5万股 | $25.3万 | 9.9万股 | +4.6万股+46.30% | 加仓 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 0.43% | 0.37% | $72.7万 | 1.1万股 | $54.9万 | 7,350股 | +3,450股+46.94% | 加仓 |
