| SSPDR标普500 ETFSPY |
| 13.27% | 12.99% | $593.1万 | 1.4万股 | $1,464.1万 | 3.3万股 | -1.9万股-57.99% | 减仓 |
| V先锋领航指数基金VOO |
| 10.11% | 13.08% | $452.0万 | 1.3万股 | $1,473.6万 | 4.0万股 | -2.7万股-68.38% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 9.48% | 12.97% | $423.6万 | 1.3万股 | $1,461.8万 | 4.3万股 | -3.0万股-70.25% | 减仓 |
| IiShares安硕·S&PIVE |
| 8.63% | 13.08% | $385.8万 | 2.5万股 | $1,474.0万 | 9.1万股 | -6.6万股-72.58% | 减仓 |
| IiShares安硕信托IVW |
| 7.98% | 13.14% | $356.6万 | 5.2万股 | $1,480.7万 | 21.0万股 | -15.8万股-75.19% | 减仓 |
 苹果AAPL |
| 3.84% | 1.71% | $171.9万 | 1.0万股 | $192.2万 | 9,910股 | +129股+1.30% | 加仓 |
| FFS KKR CAPFSK |
| 3.27% | 1.3% | $146.4万 | 7.4万股 | $146.3万 | 7.6万股 | -1,919股-2.52% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.03% | 1.17% | $135.7万 | 3,873股 | $131.4万 | 3,853股 | +20股+0.52% | 加仓 |
 沃尔玛WMT |
| 1.78% | 0.69% | $79.5万 | 4,969股 | $78.1万 | 4,969股 | 00.00% | 持仓不变 |
| PPRINCIPAL FINANCIAL INPFG |
| 1.53% | 0.64% | $68.4万 | 9,488股 | $72.0万 | 9,488股 | 00.00% | 持仓不变 |
 ALLIANT ENERGY COMLNT |
| 1.5% | 0.64% | $67.1万 | 1.4万股 | $72.6万 | 1.4万股 | +14股+0.10% | 加仓 |
 PHILLIPS EDISON &PECO |
| 1.48% | 0.62% | $66.0万 | 2.0万股 | $69.9万 | 2.1万股 | -833股-4.06% | 减仓 |
| N新纪元能源NEE |
| 1.44% | 0.74% | $64.2万 | 1.1万股 | $83.1万 | 1.1万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 1.26% | 0.57% | $56.3万 | 2,137股 | $63.8万 | 2,137股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1.24% | 0.51% | $55.4万 | 2,215股 | $58.0万 | 2,215股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.2% | 0.45% | $53.5万 | 1,782股 | $51.1万 | 1,782股 | 00.00% | 持仓不变 |
 ARES CAPITALARCC |
| 0.9% | 0.34% | $40.3万 | 2.1万股 | $38.5万 | 2.0万股 | +200股+0.98% | 加仓 |
 微软MSFT |
| 0.86% | 0.37% | $38.4万 | 1,216股 | $41.4万 | 1,216股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.83% | 0.35% | $37.1万 | 2,384股 | $39.5万 | 2,384股 | 00.00% | 持仓不变 |
| T泰森食品TSN |
| 0.79% | 0.32% | $35.3万 | 6,998股 | $35.7万 | 6,998股 | 00.00% | 持仓不变 |
 OTTER TAILOTTR |
| 0.76% | 0.31% | $34.0万 | 4,482股 | $35.4万 | 4,482股 | 00.00% | 持仓不变 |
 XCEL ENERGY COMXEL |
| 0.73% | 0.31% | $32.6万 | 5,702股 | $35.4万 | 5,689股 | +13股+0.23% | 加仓 |
 ADOBE COMADBE |
| 0.68% | 0.25% | $30.3万 | 594股 | $28.3万 | 579股 | +15股+2.59% | 加仓 |
 CSX铁路CSX |
| 0.56% | 0.25% | $25.0万 | 8,140股 | $27.8万 | 8,140股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.56% | 0.23% | $24.9万 | 661股 | $25.7万 | 635股 | +26股+4.09% | 加仓 |
 ALTRIAMO |
| 0.51% | 0.21% | $22.8万 | 5,424股 | $24.1万 | 5,328股 | +96股+1.80% | 加仓 |
 爱迪生国际EIX |
| 0.5% | 0.22% | $22.3万 | 3,521股 | $24.5万 | 3,521股 | 00.00% | 持仓不变 |
 COPART COMCPRT |
| 0.49% | 0.2% | $22.1万 | 5,134股 | $22.9万 | 2,512股 | +2,622股+104.38% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.47% | 0.2% | $21.1万 | 2,617股 | $23.1万 | 2,617股 | 00.00% | 持仓不变 |
 GSK SPONSORED ADRGSK |
| 0.46% | 0.18% | $20.5万 | 5,644股 | $20.1万 | 5,644股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.45% | 0.26% | $20.1万 | 1,712股 | $29.1万 | 2,712股 | -1,000股-36.87% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.44% | 0.16% | $19.8万 | 1.4万股 | $17.9万 | 1.4万股 | +10股+0.07% | 加仓 |
 美国运通AXP |
| 0.44% | — | $19.7万 | 1,322股 | $0 | 0股 | +1,322股 | 新买入 |
| BBANK OF AMERBAC |
| 0.44% | 0.18% | $19.5万 | 7,132股 | $20.5万 | 7,132股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.42% | 0.16% | $18.9万 | 1,346股 | $18.0万 | 1,346股 | 00.00% | 持仓不变 |
 EVERSOURCE ENERGYES |
| 0.42% | 0.2% | $18.7万 | 3,223股 | $22.9万 | 3,223股 | 00.00% | 持仓不变 |
 HERCULES CAPITALHTGC |
| 0.39% | 0.14% | $17.2万 | 1.1万股 | $15.5万 | 1.1万股 | 00.00% | 持仓不变 |
 WorkdayWDAY |
| 0.37% | <0.01% | $16.8万 | 780股 | $4,744 | 21股 | +759股+3,614.29% | 加仓 |
| PPROSPECT CAP CORP COMPSEC |
| 0.35% | 0.14% | $15.5万 | 2.6万股 | $15.9万 | 2.6万股 | +28股+0.11% | 加仓 |
 雪佛龙CVX |
| 0.33% | 0.12% | $14.9万 | 884股 | $13.1万 | 834股 | +50股+6.00% | 加仓 |
| Q高通QCOM |
| 0.32% | 0.14% | $14.2万 | 1,275股 | $16.1万 | 1,348股 | -73股-5.42% | 减仓 |
 卡特彼勒CAT |
| 0.3% | 0.11% | $13.4万 | 490股 | $12.0万 | 488股 | +2股+0.41% | 加仓 |
 可口可乐KO |
| 0.29% | 0.12% | $13.1万 | 2,333股 | $14.0万 | 2,321股 | +12股+0.52% | 加仓 |
 EQTEQT |
| 0.29% | — | $13.0万 | 3,198股 | $0 | 0股 | +3,198股 | 新买入 |
 亚马逊AMZN |
| 0.28% | 0.11% | $12.4万 | 972股 | $12.7万 | 972股 | 00.00% | 持仓不变 |
 WEYERHAEUSERWY |
| 0.27% | 0.12% | $12.3万 | 4,000股 | $13.4万 | 4,000股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.27% | 0.12% | $12.2万 | 1,627股 | $13.7万 | 1,627股 | 00.00% | 持仓不变 |
| CCOHEN & STEERS TOTAL RETURNRFI |
| 0.26% | 0.08% | $11.4万 | 1.1万股 | $9.0万 | 7,893股 | +3,000股+38.01% | 加仓 |
 威瑞森VZ |
| 0.25% | 0.11% | $11.3万 | 3,483股 | $12.5万 | 3,367股 | +116股+3.45% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.23% | 0.1% | $10.5万 | 2,392股 | $11.0万 | 2,392股 | 00.00% | 持仓不变 |
