| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 15.52% | 14.8% | $1.13亿 | 105.7万股 | $7,792.0万 | 72.1万股 | +33.6万股+46.54% | 加仓 |
| SSPDR道富系列信托XOP |
| 15.46% | 10.63% | $1.13亿 | 73.0万股 | $5,599.0万 | 30.8万股 | +42.2万股+137.09% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 12.77% | 17.1% | $9,299.3万 | 43.7万股 | $9,001.3万 | 46.9万股 | -3.2万股-6.81% | 减仓 |
| SSPDR行业精选信托XLRE |
| 12.27% | — | $8,934.0万 | 202.9万股 | $0 | 0股 | +202.9万股 | 新买入 |
| VVanEck ETF信托GDX |
| 10.67% | 10.12% | $7,772.9万 | 103.0万股 | $5,326.3万 | 58.0万股 | +45.0万股+77.50% | 加仓 |
 Meta平台META |
| 2.37% | 1.65% | $1,727.1万 | 3.1万股 | $868.8万 | 1.5万股 | +1.5万股+101.90% | 加仓 |
 VanEck ETF信托GDXJ |
| 2.28% | 1.89% | $1,663.3万 | 16.9万股 | $997.1万 | 8.3万股 | +8.6万股+103.82% | 加仓 |
 微软MSFT |
| 1.87% | 1.56% | $1,358.4万 | 3.6万股 | $820.4万 | 2.2万股 | +1.4万股+64.30% | 加仓 |
 WELLTOWER COMWELL |
| 1.64% | 1.72% | $1,192.5万 | 5.3万股 | $907.7万 | 4.6万股 | +6,626股+14.43% | 加仓 |
| S道富XLI |
| 1.49% | — | $1,088.4万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 EquinixEQIX |
| 1.37% | 2.02% | $997.8万 | 9,572股 | $1,061.9万 | 1.1万股 | -1,261股-11.64% | 减仓 |
 英伟达NVDA |
| 1.32% | — | $961.2万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| PPROLOGIS COMPLD |
| 1.25% | 1.52% | $913.3万 | 6.7万股 | $802.8万 | 6.1万股 | +6,677股+10.99% | 加仓 |
 亚马逊AMZN |
| 1.21% | 0.97% | $880.9万 | 3.7万股 | $510.1万 | 2.4万股 | +1.2万股+50.89% | 加仓 |
 苹果AAPL |
| 1.2% | — | $873.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 谷歌AGOOGL |
| 1.06% | — | $774.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 VisaV |
| 1.03% | 0.99% | $747.6万 | 2.2万股 | $519.5万 | 1.7万股 | +4,602股+26.77% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.95% | 1.39% | $695.4万 | 4.3万股 | $729.9万 | 4.2万股 | +218股+0.52% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.9% | 0.47% | $652.4万 | 15.3万股 | $247.7万 | 3.9万股 | +11.3万股+287.29% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.88% | 1.02% | $644.3万 | 2.9万股 | $539.1万 | 2.9万股 | -95股-0.33% | 减仓 |
| IiShares安硕信托KSA |
| 0.81% | 0.97% | $592.2万 | 15.9万股 | $513.0万 | 12.9万股 | +3.0万股+22.97% | 加仓 |
 穆迪MCO |
| 0.69% | 0.66% | $505.7万 | 1.1万股 | $346.4万 | 7,940股 | +3,226股+40.63% | 加仓 |
| VVOYAGER TECHNOLOGIESVOYG |
| 0.61% | 0.61% | $441.6万 | 13.7万股 | $320.3万 | 13.7万股 | 00.00% | 持仓不变 |
| HHUDSON PACIFIC PROPERTIES INC COMHPP |
| 0.57% | 0.02% | $411.9万 | 27.1万股 | $11.9万 | 2.0万股 | +25.1万股+1,246.07% | 加仓 |
 博通AVGO |
| 0.48% | — | $352.4万 | 9,329股 | $0 | 0股 | +9,329股 | 新买入 |
 DIGITAL RLTY TR COMDLR |
| 0.48% | 0.64% | $349.5万 | 1.9万股 | $336.7万 | 1.9万股 | +781股+4.18% | 加仓 |
 CoStarCSGP |
| 0.48% | 0.57% | $348.8万 | 12.3万股 | $297.5万 | 7.4万股 | +4.9万股+66.99% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 0.47% | 0.4% | $342.9万 | 1.1万股 | $212.8万 | 7,857股 | +2,914股+37.09% | 加仓 |
 VistraVST |
| 0.43% | — | $311.4万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 REALTY INCOME COMO |
| 0.41% | 0.23% | $297.7万 | 4.8万股 | $121.5万 | 2.0万股 | +2.8万股+141.95% | 加仓 |
 EQUITY LIFESTYLE PROPERTIESELS |
| 0.4% | 0.37% | $291.2万 | 4.5万股 | $193.9万 | 3.1万股 | +1.4万股+45.51% | 加仓 |
 GAMING &LEISURE PGLPI |
| 0.38% | 0.41% | $273.9万 | 6.2万股 | $216.7万 | 4.9万股 | +1.3万股+25.93% | 加仓 |
 明晟MSCI |
| 0.35% | 0.47% | $254.8万 | 4,549股 | $245.7万 | 4,558股 | -9股-0.20% | 减仓 |
 特斯拉TSLA |
| 0.33% | — | $243.9万 | 5,800股 | $0 | 0股 | +5,800股 | 新买入 |
 AVALONBAY CMNTYS INC REITAVB |
| 0.33% | 0.57% | $242.3万 | 1.3万股 | $299.4万 | 1.8万股 | -5,489股-29.95% | 减仓 |
| EEquity ResidentialVMRK |
| 0.32% | 0.3% | $233.1万 | 3.4万股 | $157.4万 | 2.7万股 | +7,707股+28.97% | 加仓 |
 CREDICORPBAP |
| 0.3% | — | $217.6万 | 5,586股 | $0 | 0股 | +5,586股 | 新买入 |
 SBA通信SBAC |
| 0.3% | 0.4% | $215.5万 | 1.2万股 | $209.9万 | 1.2万股 | +14股+0.11% | 加仓 |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 0.28% | 0.26% | $206.9万 | 3.9万股 | $139.1万 | 3.0万股 | +9,185股+30.65% | 加仓 |
 Invitation HomesINVH |
| 0.28% | 0.54% | $200.3万 | 6.6万股 | $286.5万 | 11.5万股 | -4.9万股-42.49% | 减仓 |
 Essex地产ESS |
| 0.26% | 0.21% | $186.9万 | 6,409股 | $111.2万 | 4,594股 | +1,815股+39.51% | 加仓 |
 WP CAREYWPC |
| 0.23% | 0.19% | $171.0万 | 2.4万股 | $101.7万 | 1.5万股 | +8,947股+59.77% | 加仓 |
 MACERICHMAC |
| 0.22% | 0.24% | $159.7万 | 6.3万股 | $125.9万 | 6.7万股 | -3,239股-4.86% | 减仓 |
 HealthpeakDOC |
| 0.22% | 0.08% | $159.1万 | 7.4万股 | $44.2万 | 2.7万股 | +4.7万股+176.07% | 加仓 |
 VICI PPTYS COMVICI |
| 0.21% | 0.31% | $156.5万 | 5.9万股 | $165.6万 | 6.1万股 | -1,658股-2.74% | 减仓 |
 CROWN CASTLE COMCCI |
| 0.2% | 0.3% | $147.1万 | 1.9万股 | $158.2万 | 1.9万股 | -30股-0.15% | 减仓 |
 Extra SpaceEXR |
| 0.16% | 0.23% | $119.4万 | 8,218股 | $119.7万 | 9,131股 | -913股-10.00% | 减仓 |
 SMARTSTOP SELF STORAG REIT INC COMMON STOCKSMA |
| 0.16% | — | $115.7万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 FEDERAL RLTY INVT TR NEWFRT |
| 0.16% | — | $114.1万 | 9,240股 | $0 | 0股 | +9,240股 | 新买入 |
 Mid-America公寓MAA |
| 0.16% | — | $113.3万 | 8,153股 | $0 | 0股 | +8,153股 | 新买入 |
