| IiShares安硕信托DVY |
| 7.42% | 3.79% | $4,762.9万 | 30.5万股 | $2,082.2万 | 26.6万股 | +3.9万股+14.78% | 加仓 |
| SSPDR黄金信托GLD |
| 6.6% | 1.97% | $4,239.6万 | 11.5万股 | $1,084.7万 | 11.5万股 | +292股+0.25% | 加仓 |
 苹果AAPL |
| 5.9% | 6.12% | $3,789.7万 | 13.1万股 | $3,362.6万 | 13.2万股 | -1,528股-1.15% | 减仓 |
 摩根大通交易所交易基金CET |
| 3.55% | 3.92% | $2,278.5万 | 45.2万股 | $2,153.4万 | 43.4万股 | +1.9万股+4.28% | 加仓 |
 谷歌AGOOGL |
| 2.87% | 2.75% | $1,840.3万 | 5.1万股 | $1,509.1万 | 5.2万股 | -983股-1.87% | 减仓 |
 CrowdStrikeCRWD |
| 2.76% | 1.74% | $1,775.1万 | 2.3万股 | $955.8万 | 2.4万股 | -1,222股-4.99% | 减仓 |
 亚马逊AMZN |
| 2.64% | 2.74% | $1,692.6万 | 7.1万股 | $1,504.1万 | 7.2万股 | -1,200股-1.66% | 减仓 |
 英伟达NVDA |
| 2.56% | 2.56% | $1,642.4万 | 8.2万股 | $1,406.3万 | 8.1万股 | +1,446股+1.79% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 1.79% | 2.56% | $1,146.3万 | 35.9万股 | $1,403.9万 | 41.9万股 | -6.0万股-14.37% | 减仓 |
 GLOBUS MEDGMED |
| 1.77% | 2.26% | $1,137.9万 | 14.4万股 | $1,240.9万 | 14.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.71% | 1.95% | $1,096.9万 | 2.9万股 | $1,069.5万 | 2.9万股 | +515股+1.78% | 加仓 |
 高盛GS |
| 1.65% | 1.66% | $1,056.3万 | 1.0万股 | $912.6万 | 1.1万股 | -343股-3.18% | 减仓 |
| VVanEck ETF信托GDX |
| 1.59% | 2.28% | $1,022.6万 | 13.6万股 | $1,251.2万 | 13.6万股 | -800股-0.59% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.29% | 1.47% | $831.1万 | 14.7万股 | $804.7万 | 14.2万股 | +5,171股+3.64% | 加仓 |
 好市多COST |
| 1.26% | 1.7% | $809.8万 | 8,656股 | $935.0万 | 9,383股 | -727股-7.75% | 减仓 |
 REAVES UTIL INCOME FDUTG |
| 1.2% | 1.38% | $772.3万 | 19.0万股 | $755.8万 | 19.2万股 | -2,770股-1.44% | 减仓 |
 VertivVRT |
| 1.2% | 1.04% | $767.9万 | 2.3万股 | $572.7万 | 2.3万股 | +80股+0.35% | 加仓 |
 摩根大通JPM |
| 1.13% | 1.25% | $727.0万 | 2.2万股 | $683.8万 | 2.3万股 | -1,038股-4.47% | 减仓 |
 家得宝HD |
| 1.11% | 1.2% | $714.6万 | 2.0万股 | $661.2万 | 2.0万股 | +159股+0.79% | 加仓 |
 VisaV |
| 1.1% | 1.16% | $709.1万 | 2.1万股 | $638.0万 | 2.1万股 | -442股-2.09% | 减仓 |
 洛克希德马丁LMT |
| 1.1% | 1.49% | $708.6万 | 1.4万股 | $819.9万 | 1.4万股 | +342股+2.52% | 加仓 |
 强生JNJ |
| 1.05% | 1.18% | $673.6万 | 2.7万股 | $648.4万 | 2.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 1.05% | 0.98% | $671.4万 | 6.2万股 | $537.0万 | 5.1万股 | +1.2万股+23.33% | 加仓 |
| KKKR & COMKKR |
| 0.97% | 1.05% | $624.0万 | 6.8万股 | $578.1万 | 6.2万股 | +5,494股+8.79% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.94% | 0.93% | $604.2万 | 1.7万股 | $509.7万 | 1.8万股 | -666股-3.75% | 减仓 |
| J摩根大通交易所交易基金HOLA |
| 0.93% | 1% | $596.5万 | 10.8万股 | $549.9万 | 10.5万股 | +3,195股+3.06% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.91% | 0.91% | $582.1万 | 5.4万股 | $497.5万 | 5.4万股 | -374股-0.69% | 减仓 |
 黑石集团BX |
| 0.85% | 0.66% | $545.0万 | 4.6万股 | $360.6万 | 3.1万股 | +1.5万股+47.70% | 加仓 |
| VVANECK ETF TR VANECK BDC INCOME ETFBIZD |
| 0.83% | 1.15% | $533.6万 | 42.1万股 | $629.2万 | 49.2万股 | -7.0万股-14.26% | 减仓 |
 沃尔玛WMT |
| 0.82% | 1.12% | $529.6万 | 4.7万股 | $613.4万 | 4.9万股 | -2,593股-5.25% | 减仓 |
 埃克森美孚XOM |
| 0.81% | 1.18% | $519.6万 | 3.8万股 | $646.1万 | 3.8万股 | -77股-0.20% | 减仓 |
 Meta平台META |
| 0.8% | 1% | $514.0万 | 9,125股 | $547.4万 | 9,568股 | -443股-4.63% | 减仓 |
| VVanEck ETF信托BBH |
| 0.74% | 0.84% | $478.3万 | 5.4万股 | $463.4万 | 5.3万股 | +1,385股+2.63% | 加仓 |
 AMGEN COMAMGN |
| 0.74% | 0.83% | $477.4万 | 1.3万股 | $454.2万 | 1.3万股 | +275股+2.13% | 加仓 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.74% | 0.75% | $474.3万 | 12.5万股 | $413.5万 | 12.4万股 | +550股+0.44% | 加仓 |
 特斯拉TSLA |
| 0.73% | 0.74% | $468.6万 | 1.1万股 | $409.0万 | 1.1万股 | +138股+1.25% | 加仓 |
 雪佛龙CVX |
| 0.72% | 1.16% | $462.8万 | 2.8万股 | $638.8万 | 3.1万股 | -2,953股-9.56% | 减仓 |
| S道富SPSM |
| 0.72% | 1.82% | $462.5万 | 8.0万股 | $999.6万 | 8.0万股 | -666股-0.83% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.82% | $452.9万 | 9,050股 | $448.8万 | 9,366股 | -316股-3.37% | 减仓 |
| TTEMA ETF TRUSTHRTS |
| 0.7% | 0.8% | $451.1万 | 12.4万股 | $441.8万 | 13.1万股 | -6,800股-5.18% | 减仓 |
 迪尔DE |
| 0.69% | 0.75% | $441.8万 | 6,964股 | $410.0万 | 7,279股 | -315股-4.33% | 减仓 |
| GGuggenheim S&P 500 Equal Weighted ETf |
| 0.66% | 0.71% | $424.5万 | 2.0万股 | $389.4万 | 2.0万股 | -340股-1.68% | 减仓 |
 Truist金融TFC |
| 0.66% | 0.76% | $422.7万 | 8.5万股 | $415.4万 | 9.0万股 | -5,515股-6.10% | 减仓 |
 帕兰提尔PLTR |
| 0.62% | 0.83% | $396.7万 | 3.4万股 | $455.7万 | 3.1万股 | +2,850股+9.15% | 加仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 0.61% | 0.48% | $393.2万 | 8.6万股 | $264.4万 | 5.9万股 | +2.7万股+46.78% | 加仓 |
 康明斯CMI |
| 0.6% | 0.56% | $384.1万 | 5,385股 | $309.6万 | 5,755股 | -370股-6.43% | 减仓 |
| VVanEck Russia ETFBBH |
| 0.59% | 0.79% | $380.2万 | 3.7万股 | $431.7万 | 4.5万股 | -8,065股-18.07% | 减仓 |
 卡地纳健康CAH |
| 0.58% | 0.64% | $374.2万 | 1.6万股 | $353.2万 | 1.7万股 | -965股-5.77% | 减仓 |
| V先锋领航全球基金VPU |
| 0.57% | 0.68% | $368.6万 | 1.9万股 | $373.1万 | 1.9万股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.54% | 0.43% | $345.6万 | 6.6万股 | $238.5万 | 4.6万股 | +2.0万股+43.76% | 加仓 |
