| SSPDR标普500 ETFSPY |
| 12% | 11.6% | $4,516.9万 | 6.8万股 | $4,060.9万 | 6.6万股 | +2,076股+3.16% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 8.4% | 8.13% | $3,161.7万 | 123.0万股 | $2,844.5万 | 119.4万股 | +3.6万股+3.02% | 加仓 |
| S嘉信策略信托SCHC |
| 3.85% | 3.8% | $1,447.2万 | 33.7万股 | $1,328.6万 | 33.2万股 | +4,885股+1.47% | 加仓 |
| SSPDR道富系列信托SPYG |
| 3.09% | 3.01% | $1,163.4万 | 11.1万股 | $1,054.2万 | 11.1万股 | +727股+0.66% | 加仓 |
| I景顺交易所交易基金IISPHD |
| 3.03% | 3.04% | $1,140.1万 | 23.1万股 | $1,062.3万 | 22.3万股 | +7,196股+3.22% | 加仓 |
| IiShares安硕信托TIP |
| 2.78% | 2.8% | $1,047.8万 | 9.4万股 | $981.3万 | 8.9万股 | +5,026股+5.64% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 2.78% | 2.8% | $1,047.7万 | 10.7万股 | $981.0万 | 10.1万股 | +6,064股+6.01% | 加仓 |
| S道富SPIB |
| 2.76% | 2.79% | $1,039.8万 | 30.7万股 | $975.9万 | 29.1万股 | +1.6万股+5.57% | 加仓 |
| IIBMIBM |
| 2.72% | 2.38% | $1,024.0万 | 3.6万股 | $832.1万 | 2.8万股 | +8,065股+28.57% | 加仓 |
| SSPDR行业精选信托XLRE |
| 2.48% | 2.49% | $931.3万 | 22.4万股 | $872.1万 | 21.0万股 | +1.4万股+6.81% | 加仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 2.32% | 2.35% | $873.8万 | 19.6万股 | $823.8万 | 19.6万股 | +395股+0.20% | 加仓 |
 微软MSFT |
| 2.27% | 2.27% | $852.7万 | 1.6万股 | $794.4万 | 1.6万股 | +492股+3.08% | 加仓 |
 英伟达NVDA |
| 2.02% | 1.8% | $761.4万 | 4.1万股 | $629.5万 | 4.0万股 | +968股+2.43% | 加仓 |
 ALTRIAMO |
| 1.96% | 1.88% | $738.4万 | 11.2万股 | $656.3万 | 11.0万股 | +1,741股+1.58% | 加仓 |
 埃克森美孚XOM |
| 1.85% | 1.84% | $696.3万 | 6.2万股 | $643.0万 | 6.0万股 | +2,106股+3.53% | 加仓 |
| BBANK OF AMERBAC |
| 1.76% | 1.67% | $661.5万 | 12.8万股 | $584.2万 | 12.3万股 | +4,773股+3.87% | 加仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 1.74% | 1.8% | $656.1万 | 10.9万股 | $630.9万 | 10.5万股 | +4,128股+3.93% | 加仓 |
 思科CSCO |
| 1.7% | 1.82% | $640.6万 | 9.4万股 | $638.0万 | 9.2万股 | +1,677股+1.82% | 加仓 |
 3M COMMMM |
| 1.58% | 1.63% | $594.8万 | 3.8万股 | $570.5万 | 3.7万股 | +857股+2.29% | 加仓 |
 南方电力SO |
| 1.56% | 1.61% | $586.1万 | 6.2万股 | $562.1万 | 6.1万股 | +634股+1.04% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.55% | 1.88% | $584.7万 | 3.6万股 | $658.4万 | 3.6万股 | -105股-0.29% | 减仓 |
| V先锋领航全球基金VDE |
| 1.44% | 1.4% | $541.5万 | 4.3万股 | $491.7万 | 4.1万股 | +1,743股+4.22% | 加仓 |
 ROYAL BK CDA COMRY |
| 1.38% | 1.29% | $521.1万 | 3.5万股 | $450.3万 | 3.4万股 | +1,144股+3.34% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 1.37% | — | $514.1万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
| IiShares安硕信托TLH |
| 1.33% | — | $499.1万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 艾伯维ABBV |
| 1.24% | 1.08% | $468.1万 | 2.0万股 | $379.2万 | 2.0万股 | -211股-1.03% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 1.22% | 1.31% | $458.2万 | 16.2万股 | $458.8万 | 15.6万股 | +5,801股+3.72% | 加仓 |
 可口可乐KO |
| 1.22% | 1.38% | $457.7万 | 6.8万股 | $484.3万 | 6.8万股 | +525股+0.77% | 加仓 |
 宝洁PG |
| 1.14% | 1.25% | $429.9万 | 2.8万股 | $438.5万 | 2.8万股 | +457股+1.66% | 加仓 |
| R力拓BBP |
| 1.11% | 1.03% | $419.0万 | 6.3万股 | $358.9万 | 6.2万股 | +1,940股+3.15% | 加仓 |
 苹果AAPL |
| 1.09% | 0.95% | $411.2万 | 1.6万股 | $332.3万 | 1.6万股 | -46股-0.28% | 减仓 |
 帕兰提尔PLTR |
| 0.97% | — | $365.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 AMERICAN WTR WKS NEWAWK |
| 0.95% | 1.02% | $358.1万 | 2.6万股 | $357.3万 | 2.6万股 | +43股+0.17% | 加仓 |
| V先锋领航全球基金VPU |
| 0.93% | 0.91% | $350.5万 | 1.9万股 | $319.8万 | 1.8万股 | +381股+2.10% | 加仓 |
 柯蒂斯怀特CW |
| 0.89% | 0.83% | $334.1万 | 6,154股 | $290.6万 | 5,946股 | +208股+3.50% | 加仓 |
| WWisdomTree信托DGRW |
| 0.88% | 0.87% | $330.7万 | 3.7万股 | $303.4万 | 3.6万股 | +933股+2.57% | 加仓 |
| B纽约梅隆银行BK |
| 0.86% | 0.77% | $322.1万 | 3.0万股 | $268.2万 | 2.9万股 | +118股+0.40% | 加仓 |
 DT MIDSTREAM COMMON STOCKDTM |
| 0.85% | 0.85% | $321.0万 | 2.8万股 | $297.9万 | 2.7万股 | +1,291股+4.76% | 加仓 |
| NNRG ENERGYNRG |
| 0.85% | 0.87% | $320.6万 | 2.0万股 | $303.9万 | 1.9万股 | +868股+4.59% | 加仓 |
 VistraVST |
| 0.83% | 0.84% | $311.3万 | 1.6万股 | $295.5万 | 1.5万股 | +642股+4.21% | 加仓 |
| VVANECK ETF TR VANECK BDC INCOME ETFBIZD |
| 0.83% | 0.94% | $310.5万 | 20.8万股 | $330.6万 | 20.3万股 | +4,771股+2.35% | 加仓 |
 Meta平台META |
| 0.81% | 0.85% | $305.4万 | 4,158股 | $298.5万 | 4,044股 | +114股+2.82% | 加仓 |
 安费诺APH |
| 0.81% | — | $305.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 洛克希德马丁LMT |
| 0.81% | 0.78% | $304.5万 | 6,100股 | $273.0万 | 5,895股 | +205股+3.48% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.79% | 1.62% | $295.7万 | 4,121股 | $567.8万 | 6,858股 | -2,737股-39.91% | 减仓 |
 星座能源CEG |
| 0.68% | 0.7% | $257.6万 | 7,828股 | $243.5万 | 7,546股 | +282股+3.74% | 加仓 |
 纽蒙特NEM |
| 0.62% | — | $232.8万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 迪士尼DIS |
| 0.57% | — | $216.1万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 UNITED AIRLS COMUAL |
| 0.57% | 0.49% | $214.6万 | 2.2万股 | $171.9万 | 2.2万股 | +652股+3.02% | 加仓 |
 卡地纳健康CAH |
| 0.57% | — | $212.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
