 STAG INDUSTRIALSTAG |
| 51.47% | — | $2,441.8万 | 66.9万股 | $0 | 0股 | +66.9万股 | 新买入 |
| SSPDR道富系列信托BIL |
| 17.38% | 49.59% | $824.4万 | 9.0万股 | $1,286.6万 | 14.0万股 | -5.0万股-35.93% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 3.09% | 4.6% | $146.6万 | 2.6万股 | $119.3万 | 2.1万股 | +4,903股+23.29% | 加仓 |
| IiShares安硕信托ICSH |
| 2.78% | 3.47% | $131.9万 | 2.6万股 | $89.9万 | 1.8万股 | +8,291股+46.69% | 加仓 |
 爱迪生国际EIX |
| 1.58% | 1.33% | $75.0万 | 1.0万股 | $34.4万 | 4,704股 | +5,370股+114.16% | 加仓 |
| SSPDR行业精选信托XLRE |
| 1.39% | 2.31% | $66.0万 | 1.6万股 | $60.0万 | 1.5万股 | +1,436股+9.61% | 加仓 |
| J骏利亨德森JAAA |
| 1.39% | 1.73% | $65.9万 | 1.3万股 | $45.0万 | 8,930股 | +4,129股+46.24% | 加仓 |
 iShares安硕信托AFL |
| 1.39% | 1.73% | $65.9万 | 6,028股 | $44.9万 | 4,090股 | +1,938股+47.38% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.39% | — | $65.8万 | 7,965股 | $0 | 0股 | +7,965股 | 新买入 |
| J摩根大通交易所交易基金JEPQ |
| 1.24% | 2.28% | $58.8万 | 9,566股 | $59.3万 | 1.1万股 | -1,111股-10.41% | 减仓 |
 微软MSFT |
| 1.19% | — | $56.4万 | 1,512股 | $0 | 0股 | +1,512股 | 新买入 |
 摩托罗拉解决方案MSI |
| 1.15% | — | $54.8万 | 1,319股 | $0 | 0股 | +1,319股 | 新买入 |
 英伟达NVDA |
| 1.02% | 1.99% | $48.3万 | 2,415股 | $51.5万 | 2,953股 | -538股-18.22% | 减仓 |
 瑞思迈RMD |
| 0.95% | 1.13% | $44.9万 | 2,303股 | $29.2万 | 1,301股 | +1,002股+77.02% | 加仓 |
 谷歌AGOOGL |
| 0.94% | 1.53% | $44.6万 | 1,248股 | $39.7万 | 1,379股 | -131股-9.50% | 减仓 |
| IINVESCO CEF INCOME COMPOSITE ETFPCEF |
| 0.93% | 1.16% | $44.0万 | 2.2万股 | $30.0万 | 1.6万股 | +5,692股+35.65% | 加仓 |
| J骏利Detroit策略信托JBBB |
| 0.93% | 1.16% | $44.0万 | 9,284股 | $30.0万 | 6,435股 | +2,849股+44.27% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.93% | — | $43.9万 | 4,101股 | $0 | 0股 | +4,101股 | 新买入 |
| SSPDR道富系列信托SJNK |
| 0.93% | 1.16% | $43.9万 | 1.8万股 | $30.0万 | 1.2万股 | +5,539股+46.13% | 加仓 |
| IISHARES U.S. BASIC MATERIALS ETFIYM |
| 0.92% | 1.16% | $43.8万 | 2,442股 | $30.0万 | 1,708股 | +734股+42.97% | 加仓 |
| PProShares信托NOBL |
| 0.92% | 1.16% | $43.8万 | 7,807股 | $30.1万 | 2,841股 | +4,966股+174.80% | 加仓 |
 KROGER COMKR |
| 0.88% | 1.89% | $41.7万 | 7,509股 | $49.1万 | 6,789股 | +720股+10.61% | 加仓 |
 NETFLIXNFLX |
| 0.86% | — | $40.9万 | 5,723股 | $0 | 0股 | +5,723股 | 新买入 |
 COMCAST NEW CL ACMCSA |
| 0.72% | 1.88% | $34.2万 | 1.4万股 | $48.7万 | 1.7万股 | -3,048股-17.97% | 减仓 |
| E爱克斯龙EXC |
| 0.56% | 0.99% | $26.6万 | 5,714股 | $25.7万 | 5,233股 | +481股+9.19% | 加仓 |
 实耐宝SNA |
| 0.56% | — | $26.5万 | 658股 | $0 | 0股 | +658股 | 新买入 |
 ADPADP |
| 0.56% | — | $26.4万 | 1,178股 | $0 | 0股 | +1,178股 | 新买入 |
 HORMEL FOODSHRL |
| 0.55% | 0.95% | $26.1万 | 1.1万股 | $24.8万 | 1.1万股 | -426股-3.90% | 减仓 |
 CF INDSCF |
| 0.51% | 0.96% | $24.1万 | 2,225股 | $24.9万 | 1,918股 | +307股+16.01% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.46% | — | $22.0万 | 2,039股 | $0 | 0股 | +2,039股 | 新买入 |
| B博思艾伦BAH |
| 0.44% | — | $21.0万 | 3,455股 | $0 | 0股 | +3,455股 | 新买入 |
