| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 4.69% | 2.55% | $818.5万 | 8.2万股 | $423.9万 | 5.3万股 | +2.9万股+55.45% | 加仓 |
 嘉信理财SCHW |
| 4.63% | 4.5% | $807.8万 | 7.5万股 | $747.6万 | 7.5万股 | +211股+0.28% | 加仓 |
 微软MSFT |
| 4.14% | 2.7% | $723.0万 | 1.4万股 | $449.3万 | 9,291股 | +5,173股+55.68% | 加仓 |
| PPROLOGIS COMPLD |
| 3.86% | 3.75% | $673.8万 | 4.8万股 | $622.7万 | 4.9万股 | -348股-0.71% | 减仓 |
 康明斯CMI |
| 3.68% | 4.8% | $642.9万 | 9,983股 | $798.1万 | 1.6万股 | -5,653股-36.15% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 3.6% | 2.98% | $628.0万 | 1.9万股 | $495.0万 | 1.9万股 | +131股+0.69% | 加仓 |
 联合太平洋铁路UNP |
| 3.48% | 2.84% | $607.5万 | 2.1万股 | $471.2万 | 2.0万股 | +197股+0.97% | 加仓 |
 美国运通AXP |
| 3.31% | 3.77% | $578.7万 | 1.7万股 | $625.8万 | 1.7万股 | -25股-0.15% | 减仓 |
 德州仪器TXN |
| 3.28% | 3.7% | $573.5万 | 2.1万股 | $615.1万 | 3.5万股 | -1.5万股-41.90% | 减仓 |
| BBANK OF AMERBAC |
| 3.19% | 2.92% | $557.1万 | 8.8万股 | $485.5万 | 8.8万股 | +154股+0.17% | 加仓 |
 家得宝HD |
| 3.06% | 2.88% | $534.3万 | 1.5万股 | $478.3万 | 1.4万股 | +1,387股+9.98% | 加仓 |
 MCKESSON COMMCK |
| 3.05% | 2.95% | $532.8万 | 6,114股 | $490.3万 | 5,977股 | +137股+2.29% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 3.02% | 2.36% | $527.3万 | 1.5万股 | $391.5万 | 1.4万股 | +1,197股+8.78% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.99% | 2.22% | $522.5万 | 9,959股 | $368.0万 | 7,321股 | +2,638股+36.03% | 加仓 |
 EQUITY LIFESTYLE PROPERTIESELS |
| 2.89% | 2.71% | $504.4万 | 7.8万股 | $450.1万 | 7.4万股 | +3,758股+5.06% | 加仓 |
 南方铜业SCCO |
| 2.81% | 2.19% | $491.2万 | 2.5万股 | $363.8万 | 2.5万股 | +87股+0.34% | 加仓 |
 甲骨文ORCL |
| 2.79% | 3.96% | $487.8万 | 3.4万股 | $657.3万 | 3.4万股 | +277股+0.82% | 加仓 |
 Mid-America公寓MAA |
| 2.77% | 3.16% | $484.1万 | 3.6万股 | $524.7万 | 3.8万股 | -1,543股-4.09% | 减仓 |
 康菲石油COP |
| 2.74% | 1.26% | $479.1万 | 4.1万股 | $209.9万 | 2.2万股 | +1.9万股+83.00% | 加仓 |
 雪佛龙CVX |
| 2.7% | 2.39% | $470.6万 | 2.5万股 | $397.7万 | 2.6万股 | -1,222股-4.68% | 减仓 |
 伊顿ETN |
| 2.33% | 2.02% | $407.6万 | 9,094股 | $335.3万 | 1.1万股 | -1,434股-13.62% | 减仓 |
 ATMOS ENERGYATO |
| 2.23% | 2.36% | $389.2万 | 2.3万股 | $391.2万 | 2.3万股 | -705股-3.02% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 1.97% | 2.39% | $343.6万 | 11.0万股 | $397.5万 | 14.5万股 | -3.5万股-24.03% | 减仓 |
| PProShares信托NOBL |
| 1.96% | 4.6% | $342.4万 | 5.9万股 | $764.8万 | 7.3万股 | -1.5万股-19.83% | 减仓 |
 惠顿贵金属WPM |
| 1.88% | 2.9% | $328.0万 | 2.6万股 | $481.2万 | 4.1万股 | -1.5万股-36.07% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.84% | 2.02% | $320.6万 | 3.7万股 | $336.3万 | 3.6万股 | +524股+1.45% | 加仓 |
 IDACORPIDA |
| 1.72% | 1.68% | $300.9万 | 2.1万股 | $278.3万 | 2.2万股 | -632股-2.87% | 减仓 |
 雷神技术RTX |
| 1.72% | 1.48% | $300.3万 | 1.3万股 | $246.7万 | 1.3万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.43% | 1.5% | $249.5万 | 7,986股 | $248.5万 | 9,141股 | -1,155股-12.64% | 减仓 |
 埃克森美孚XOM |
| 1.26% | 1.05% | $220.3万 | 1.4万股 | $174.0万 | 1.4万股 | -230股-1.59% | 减仓 |
 GE航空GE |
| 1.13% | 0.98% | $198.0万 | 5,287股 | $162.9万 | 5,287股 | 00.00% | 持仓不变 |
 阿默普莱斯AMP |
| 1.02% | 0.94% | $177.8万 | 3,176股 | $155.7万 | 3,176股 | 00.00% | 持仓不变 |
 Camden地产CPT |
| 0.94% | 0.81% | $164.6万 | 1.5万股 | $135.3万 | 1.2万股 | +2,576股+20.96% | 加仓 |
 FRANCO NEVFNV |
| 0.86% | 1.09% | $150.7万 | 6,521股 | $180.4万 | 8,704股 | -2,183股-25.08% | 减仓 |
 ROYAL GOLD COMRGLD |
| 0.83% | 2.11% | $145.5万 | 6,672股 | $350.5万 | 1.6万股 | -9,097股-57.69% | 减仓 |
 GE VernovaGEV |
| 0.83% | 0.57% | $144.8万 | 1,448股 | $94.6万 | 1,448股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.75% | 0.89% | $130.8万 | 2,218股 | $147.4万 | 2,233股 | -15股-0.67% | 减仓 |
 强生JNJ |
| 0.66% | 0.56% | $115.3万 | 4,486股 | $93.5万 | 4,516股 | -30股-0.66% | 减仓 |
 CHOICE HOTELS INTLCHH |
| 0.63% | 0.63% | $109.3万 | 9,961股 | $105.0万 | 1.1万股 | -1,060股-9.62% | 减仓 |
 CARRIER GLOBALCARR |
| 0.56% | 0.48% | $96.9万 | 1.5万股 | $80.1万 | 1.5万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.85% | $96.1万 | 2,696股 | $141.9万 | 4,523股 | -1,827股-40.39% | 减仓 |
 默沙东MRK |
| 0.42% | 0.41% | $72.7万 | 5,659股 | $68.3万 | 6,485股 | -826股-12.74% | 减仓 |
 宝洁PG |
| 0.4% | 0.41% | $70.6万 | 4,803股 | $68.8万 | 4,803股 | 00.00% | 持仓不变 |
 达登饭店DRI |
| 0.36% | 0.33% | $63.3万 | 3,000股 | $55.2万 | 3,000股 | 00.00% | 持仓不变 |
 OTIS WORLDWIDEOTIS |
| 0.32% | 0.4% | $55.9万 | 7,575股 | $66.2万 | 7,575股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.31% | 0.21% | $54.4万 | 4,501股 | $34.7万 | 4,501股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.27% | 0.25% | $46.5万 | 1,305股 | $42.1万 | 1,305股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.25% | 0.24% | $43.6万 | 366股 | $39.9万 | 371股 | -5股-1.35% | 减仓 |
| S嘉信·USSCHA |
| 0.22% | 0.16% | $37.7万 | 1.1万股 | $26.7万 | 9,362股 | +1,600股+17.09% | 加仓 |
 可口可乐KO |
| 0.2% | 0.17% | $35.5万 | 4,093股 | $28.8万 | 4,123股 | -30股-0.73% | 减仓 |
