| AAlphabet Inc Class CGOOG |
| 5.56% | 4.85% | $1,834.0万 | 5.2万股 | $1,400.0万 | 4.9万股 | +3,102股+6.36% | 加仓 |
 MATERIONMTRN |
| 4.65% | 2.59% | $1,533.9万 | 5.2万股 | $746.1万 | 5.2万股 | -2股-0.00% | 减仓 |
| HHUDBAY MINERALSHBM |
| 3.72% | 3.76% | $1,227.3万 | 52.0万股 | $1,085.5万 | 51.9万股 | +449股+0.09% | 加仓 |
 高盛GS |
| 3.69% | 3.5% | $1,218.6万 | 1.2万股 | $1,008.7万 | 1.2万股 | +126股+1.06% | 加仓 |
| S道富SPMD |
| 3.57% | 3.54% | $1,176.8万 | 17.4万股 | $1,022.1万 | 17.3万股 | +1,594股+0.92% | 加仓 |
| PPETROLEO BRASILEIROPBR |
| 3.48% | 5.09% | $1,147.5万 | 71.0万股 | $1,467.7万 | 70.7万股 | +2,758股+0.39% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 3.4% | 2.91% | $1,120.0万 | 15.4万股 | $838.9万 | 15.4万股 | +129股+0.08% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 3.34% | 3.43% | $1,102.4万 | 5.2万股 | $989.9万 | 5.2万股 | +229股+0.44% | 加仓 |
| EENERSYSENS |
| 3.12% | 2.66% | $1,029.4万 | 4.4万股 | $767.4万 | 4.4万股 | -153股-0.35% | 减仓 |
| SSPDR道富系列信托BIL |
| 3.01% | 4.2% | $993.1万 | 10.8万股 | $1,212.6万 | 13.2万股 | -2.4万股-18.11% | 减仓 |
 METLIFE COMMET |
| 2.76% | 2.62% | $909.1万 | 10.7万股 | $756.2万 | 10.7万股 | +520股+0.49% | 加仓 |
 FIRST SOLAR COMFSLR |
| 2.61% | 2.48% | $861.4万 | 3.7万股 | $715.3万 | 3.6万股 | +246股+0.68% | 加仓 |
| V先锋领航白厅基金VYMI |
| 2.41% | 2.62% | $796.4万 | 8.1万股 | $756.3万 | 8.0万股 | +842股+1.05% | 加仓 |
 亚马逊AMZN |
| 2.41% | 2.35% | $794.7万 | 3.3万股 | $679.5万 | 3.3万股 | +718股+2.20% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 2.39% | 2.85% | $789.8万 | 24.7万股 | $823.2万 | 24.6万股 | +1,527股+0.62% | 加仓 |
 思科CSCO |
| 2.01% | 2.85% | $661.4万 | 5.6万股 | $822.1万 | 10.6万股 | -5.0万股-46.85% | 减仓 |
| F富兰克林邓普顿ETF信托FLKR |
| 1.94% | 1.34% | $639.3万 | 9.7万股 | $385.6万 | 9.7万股 | +29股+0.03% | 加仓 |
| EETON PHARMACEUTICALS INC COMETON |
| 1.93% | 1.5% | $636.8万 | 17.6万股 | $434.1万 | 17.6万股 | -2股-0.00% | 减仓 |
| F富兰克林邓普顿ETF信托FLBR |
| 1.76% | 2.24% | $579.6万 | 27.1万股 | $646.5万 | 27.1万股 | +106股+0.04% | 加仓 |
 洛克希德马丁LMT |
| 1.7% | 2.27% | $559.7万 | 1.1万股 | $653.6万 | 1.1万股 | +172股+1.59% | 加仓 |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 1.62% | 2.57% | $533.5万 | 10.7万股 | $742.8万 | 10.5万股 | +1,659股+1.57% | 加仓 |
| SSBC MED GROUP HLDGS INC COMSBC |
| 1.61% | 0.03% | $532.0万 | 172.7万股 | $7.2万 | 1.7万股 | +171.0万股+9,899.47% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.61% | 1.69% | $530.6万 | 9.9万股 | $487.2万 | 9.9万股 | +298股+0.30% | 加仓 |
| PPRIMORIS SVCSPRIM |
| 1.41% | 2.06% | $464.8万 | 4.7万股 | $593.6万 | 4.2万股 | +5,397股+13.00% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.37% | 2.09% | $452.3万 | 8,880股 | $604.5万 | 8,860股 | +20股+0.23% | 加仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 1.25% | 1.24% | $411.8万 | 5.5万股 | $356.5万 | 5.5万股 | +303股+0.55% | 加仓 |
| G通用动力VTI |
| 1.24% | 1.23% | $410.7万 | 1.1万股 | $353.5万 | 1.1万股 | +78股+0.71% | 加仓 |
 微软MSFT |
| 1.23% | 1.34% | $404.6万 | 1.1万股 | $386.9万 | 1.0万股 | +396股+3.79% | 加仓 |
| F第一信托交易所交易基金QABA |
| 1.18% | 1.16% | $389.0万 | 5.8万股 | $335.6万 | 5.8万股 | +198股+0.34% | 加仓 |
 应用材料AMAT |
| 1.17% | 0.63% | $386.8万 | 5,350股 | $182.9万 | 5,350股 | 00.00% | 持仓不变 |
 HARROWHROW |
| 1.16% | 1.08% | $383.6万 | 9.0万股 | $312.3万 | 8.9万股 | +1,763股+1.99% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.14% | 1.24% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
 EASTMAN CHEMEMN |
| 1.1% | — | $363.1万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
| F富兰克林邓普顿ETF信托FLIN |
| 1.1% | 1.17% | $362.2万 | 10.2万股 | $337.6万 | 10.2万股 | +201股+0.20% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.09% | 1.1% | $359.2万 | 4.3万股 | $317.7万 | 4.2万股 | +587股+1.39% | 加仓 |
 苹果AAPL |
| 1.03% | 1% | $339.6万 | 1.2万股 | $289.5万 | 1.1万股 | +326股+2.86% | 加仓 |
 RENEW ENERGY GLOBALRNW |
| 0.98% | — | $323.9万 | 51.8万股 | $0 | 0股 | +51.8万股 | 新买入 |
 Bloom EnergyBE |
| 0.97% | 0.58% | $320.4万 | 1.1万股 | $167.7万 | 1.2万股 | -1,793股-14.48% | 减仓 |
| AAMERICAN SUPERCONDUCTORAMSC |
| 0.93% | 0.86% | $307.8万 | 7.4万股 | $249.4万 | 7.4万股 | +470股+0.64% | 加仓 |
 礼来LLY |
| 0.93% | 0.8% | $305.3万 | 2,545股 | $231.8万 | 2,520股 | +25股+0.99% | 加仓 |
| AADVANSIXASIX |
| 0.88% | 1.23% | $290.7万 | 14.6万股 | $355.5万 | 14.6万股 | +518股+0.36% | 加仓 |
 ALKERMESALKS |
| 0.84% | 0.64% | $275.6万 | 5.3万股 | $186.0万 | 5.3万股 | -1股-0.00% | 减仓 |
 DENALI THERAPEUTICSDNLI |
| 0.77% | 0.63% | $252.8万 | 9.8万股 | $182.0万 | 9.5万股 | +3,500股+3.69% | 加仓 |
| IiShares安硕信托EIDO |
| 0.71% | 1.13% | $234.5万 | 20.7万股 | $325.2万 | 20.6万股 | +1,391股+0.68% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.67% | 0.71% | $221.1万 | 4,419股 | $205.8万 | 4,295股 | +124股+2.89% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.66% | 0.66% | $219.0万 | 2,932股 | $190.7万 | 2,932股 | 00.00% | 持仓不变 |
| GGlobal X基金CLIP |
| 0.55% | 0.7% | $181.2万 | 1.8万股 | $202.1万 | 2.0万股 | -2,080股-10.33% | 减仓 |
 英特尔INTC |
| 0.45% | 0.16% | $148.2万 | 1.1万股 | $46.8万 | 1.1万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.44% | 0.43% | $143.6万 | 4,387股 | $124.5万 | 4,234股 | +153股+3.61% | 加仓 |
| V先锋领航指数基金VOO |
| 0.42% | 0.37% | $137.3万 | 1,865股 | $107.6万 | 1,865股 | 00.00% | 持仓不变 |
