| IiShares安硕信托SHV |
| 9.46% | 9.31% | $2,880.4万 | 26.1万股 | $2,557.1万 | 23.2万股 | +2.9万股+12.69% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.89% | 4.83% | $1,489.2万 | 6.3万股 | $1,325.7万 | 6.2万股 | +1,283股+2.08% | 加仓 |
 微软MSFT |
| 4.88% | 5.56% | $1,487.0万 | 4.0万股 | $1,527.2万 | 4.1万股 | -1,393股-3.38% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 3.1% | 2.96% | $942.6万 | 5.9万股 | $812.5万 | 5.5万股 | +3,954股+7.13% | 加仓 |
 苹果AAPL |
| 2.93% | 2.87% | $892.5万 | 3.1万股 | $789.0万 | 3.1万股 | -246股-0.79% | 减仓 |
| PProShares信托NOBL |
| 2.83% | 2.6% | $863.3万 | 15.4万股 | $713.5万 | 6.7万股 | +8.6万股+128.34% | 加仓 |
 英伟达NVDA |
| 2.81% | 2.7% | $855.0万 | 4.3万股 | $742.1万 | 4.3万股 | +182股+0.43% | 加仓 |
 强生JNJ |
| 2.43% | 2.59% | $739.1万 | 2.9万股 | $711.1万 | 2.9万股 | +13股+0.04% | 加仓 |
| IiShares安硕信托USMV |
| 2.16% | 2.3% | $657.9万 | 6.8万股 | $632.5万 | 6.8万股 | +5股+0.01% | 加仓 |
 谷歌AGOOGL |
| 2.15% | 2.09% | $653.8万 | 1.8万股 | $573.2万 | 2.0万股 | -1,639股-8.22% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.91% | 2.01% | $580.5万 | 10.3万股 | $553.0万 | 9.8万股 | +5,231股+5.36% | 加仓 |
| AAMPLIFY ETF TRDIVO |
| 1.86% | 1.65% | $565.2万 | 12.4万股 | $453.3万 | 10.1万股 | +2.3万股+22.38% | 加仓 |
 史赛克SYK |
| 1.81% | 2.09% | $550.0万 | 1.7万股 | $573.0万 | 1.7万股 | +30股+0.17% | 加仓 |
| S道富XLI |
| 1.78% | 1.68% | $541.8万 | 2.9万股 | $460.4万 | 2.8万股 | +779股+2.74% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.73% | 1.84% | $525.9万 | 1.1万股 | $505.5万 | 1.1万股 | -39股-0.37% | 减仓 |
 沃尔玛WMT |
| 1.65% | 2.01% | $502.1万 | 4.4万股 | $551.9万 | 4.4万股 | -76股-0.17% | 减仓 |
 AMD超威AMD |
| 1.56% | 0.67% | $476.2万 | 8,197股 | $182.8万 | 8,984股 | -787股-8.76% | 减仓 |
 GE VernovaGEV |
| 1.36% | 1.12% | $415.4万 | 3,536股 | $308.0万 | 3,528股 | +8股+0.23% | 加仓 |
 摩根大通JPM |
| 1.36% | 1.37% | $414.7万 | 1.3万股 | $376.2万 | 1.3万股 | -121股-0.95% | 减仓 |
 亚马逊AMZN |
| 1.2% | 1.16% | $364.6万 | 1.5万股 | $319.2万 | 1.5万股 | -28股-0.18% | 减仓 |
 埃克森美孚XOM |
| 1.19% | 1.7% | $363.7万 | 2.7万股 | $468.1万 | 2.8万股 | -992股-3.60% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.17% | 1.66% | $357.2万 | 6.7万股 | $454.8万 | 7.4万股 | -6,986股-9.41% | 减仓 |
| SSPDR行业精选信托XLP |
| 1.12% | 1.19% | $341.2万 | 4.1万股 | $328.0万 | 4.0万股 | +1,057股+2.64% | 加仓 |
 美光科技MU |
| 1.07% | 0.35% | $326.1万 | 2,825股 | $96.6万 | 2,858股 | -33股-1.15% | 减仓 |
 好市多COST |
| 1.04% | 1.24% | $318.2万 | 3,401股 | $339.1万 | 3,403股 | -2股-0.06% | 减仓 |
 英特尔INTC |
| 1.02% | 0.39% | $312.1万 | 2.2万股 | $106.8万 | 2.4万股 | -1,841股-7.61% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.02% | 0.99% | $311.1万 | 4,166股 | $271.5万 | 4,175股 | -9股-0.22% | 减仓 |
 可口可乐KO |
| 0.99% | 1.03% | $303.0万 | 3.7万股 | $283.8万 | 3.7万股 | -35股-0.09% | 减仓 |
 博通AVGO |
| 0.94% | 0.86% | $286.8万 | 7,591股 | $237.0万 | 7,658股 | -67股-0.87% | 减仓 |
 好事达ALL |
| 0.87% | 0.84% | $265.1万 | 1.1万股 | $230.8万 | 1.1万股 | +14股+0.13% | 加仓 |
 默沙东MRK |
| 0.86% | 0.95% | $262.2万 | 2.0万股 | $259.8万 | 2.2万股 | -1,192股-5.52% | 减仓 |
| SSPDR道富系列信托QUS |
| 0.86% | 0.69% | $261.9万 | 1.4万股 | $188.8万 | 1.1万股 | +3,013股+27.39% | 加仓 |
 Meta平台META |
| 0.84% | 0.96% | $257.3万 | 4,567股 | $262.8万 | 4,592股 | -25股-0.54% | 减仓 |
 艾默生电气EMR |
| 0.78% | 0.79% | $238.5万 | 1.7万股 | $218.3万 | 1.7万股 | +5股+0.03% | 加仓 |
 雷神技术RTX |
| 0.76% | 0.86% | $231.3万 | 1.2万股 | $236.6万 | 1.2万股 | -72股-0.59% | 减仓 |
 联合太平洋铁路UNP |
| 0.72% | 0.71% | $220.2万 | 8,096股 | $196.2万 | 8,088股 | +8股+0.10% | 加仓 |
 家得宝HD |
| 0.71% | 0.8% | $215.4万 | 6,107股 | $220.2万 | 6,695股 | -588股-8.78% | 减仓 |
 雪佛龙CVX |
| 0.7% | 0.97% | $211.8万 | 1.3万股 | $266.6万 | 1.3万股 | -111股-0.86% | 减仓 |
 3M COMMMM |
| 0.68% | 0.71% | $207.8万 | 1.3万股 | $194.8万 | 1.3万股 | -581股-4.33% | 减仓 |
 VisaV |
| 0.67% | 0.65% | $203.7万 | 5,937股 | $178.8万 | 5,914股 | +23股+0.39% | 加仓 |
 甲骨文ORCL |
| 0.63% | 0.7% | $191.8万 | 1.3万股 | $192.7万 | 1.3万股 | -12股-0.09% | 减仓 |
 艾伯维ABBV |
| 0.61% | 0.58% | $186.9万 | 7,426股 | $160.4万 | 7,375股 | +51股+0.69% | 加仓 |
 GE航空GE |
| 0.61% | 0.56% | $184.7万 | 4,941股 | $153.0万 | 5,390股 | -449股-8.33% | 减仓 |
 宝洁PG |
| 0.6% | 0.66% | $183.5万 | 1.3万股 | $180.4万 | 1.2万股 | +21股+0.17% | 加仓 |
 泛林集团LRCX |
| 0.6% | 0.35% | $182.3万 | 4,208股 | $94.9万 | 4,441股 | -233股-5.25% | 减仓 |
 TJXTJX |
| 0.57% | 0.66% | $172.9万 | 1.1万股 | $181.2万 | 1.1万股 | +67股+0.59% | 加仓 |
 思科CSCO |
| 0.55% | 0.4% | $167.0万 | 1.4万股 | $110.0万 | 1.4万股 | +39股+0.28% | 加仓 |
 特斯拉TSLA |
| 0.53% | 0.51% | $160.9万 | 3,825股 | $139.7万 | 3,759股 | +66股+1.76% | 加仓 |
 礼来LLY |
| 0.52% | 0.44% | $159.2万 | 1,327股 | $120.1万 | 1,305股 | +22股+1.69% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.52% | 0.51% | $159.2万 | 2,263股 | $139.6万 | 2,263股 | 00.00% | 持仓不变 |
