| TTCW ETF TRUSTXB |
| 14.45% | 11.04% | $3,488.9万 | 89.0万股 | $2,493.7万 | 63.5万股 | +25.5万股+40.12% | 加仓 |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 8.79% | 8.05% | $2,123.7万 | 76.7万股 | $1,818.3万 | 66.8万股 | +9.8万股+14.73% | 加仓 |
 iShares安硕·MBSACGL |
| 8.17% | — | $1,974.0万 | 20.9万股 | $0 | 0股 | +20.9万股 | 新买入 |
| WWORLD GOLD TRGLD |
| 5.72% | 6.79% | $1,381.5万 | 17.4万股 | $1,533.3万 | 16.5万股 | +8,521股+5.15% | 加仓 |
| IiShares安硕信托EMB |
| 4.71% | 4.87% | $1,136.9万 | 11.8万股 | $1,099.5万 | 11.7万股 | +839股+0.72% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNCTA |
| 4.59% | 5.76% | $1,109.1万 | 42.8万股 | $1,300.6万 | 43.0万股 | -2,782股-0.65% | 减仓 |
 亚马逊AMZN |
| 2.56% | 2.21% | $618.6万 | 2.6万股 | $499.3万 | 2.4万股 | +1,981股+8.26% | 加仓 |
 CienaCIEN |
| 2.15% | 1.95% | $518.5万 | 1.1万股 | $440.9万 | 1.1万股 | -786股-6.92% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 1.97% | 1.48% | $475.0万 | 2.9万股 | $334.3万 | 3.0万股 | -412股-1.38% | 减仓 |
 强生JNJ |
| 1.9% | 1.35% | $458.2万 | 1.8万股 | $305.0万 | 1.2万股 | +5,563股+44.58% | 加仓 |
 CENTERPOINT ENERGY COMCNP |
| 1.66% | 1.34% | $401.9万 | 9.1万股 | $301.9万 | 7.0万股 | +2.1万股+30.49% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.66% | 1.3% | $401.8万 | 8,030股 | $293.1万 | 6,116股 | +1,914股+31.29% | 加仓 |
 礼来LLY |
| 1.61% | — | $388.9万 | 3,242股 | $0 | 0股 | +3,242股 | 新买入 |
| EELEMENT SOLUTIONSESI |
| 1.6% | 1.21% | $386.4万 | 8.1万股 | $272.7万 | 8.0万股 | +1,047股+1.31% | 加仓 |
 CVS健康CVS |
| 1.57% | 0.97% | $379.3万 | 3.7万股 | $218.4万 | 3.0万股 | +6,259股+20.58% | 加仓 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 1.56% | 1.78% | $375.7万 | 7.6万股 | $401.5万 | 8.6万股 | -9,648股-11.26% | 减仓 |
 爱德华生命科学EW |
| 1.5% | — | $363.0万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| CCANADIAN NAT RESCNQ |
| 1.46% | 2.02% | $352.0万 | 8.9万股 | $457.3万 | 9.4万股 | -4,715股-5.02% | 减仓 |
 BRIXMOR PPTYBRX |
| 1.43% | 1.14% | $345.6万 | 11.0万股 | $257.7万 | 8.9万股 | +2.0万股+22.50% | 加仓 |
 柯蒂斯怀特CW |
| 1.41% | 1.21% | $341.2万 | 4,503股 | $272.7万 | 4,004股 | +499股+12.46% | 加仓 |
 伊顿ETN |
| 1.41% | 1.08% | $339.5万 | 7,968股 | $244.8万 | 6,844股 | +1,124股+16.42% | 加仓 |
| AAPA公司APA |
| 1.38% | 1.93% | $333.7万 | 10.2万股 | $436.2万 | 10.3万股 | -331股-0.32% | 减仓 |
 联邦快递FDX |
| 1.36% | 1.42% | $328.4万 | 1.0万股 | $320.5万 | 8,999股 | +1,488股+16.54% | 加仓 |
 英伟达NVDA |
| 1.36% | 1.44% | $327.9万 | 1.6万股 | $324.7万 | 1.9万股 | -2,228股-11.97% | 减仓 |
 好市多COST |
| 1.32% | 1.44% | $317.8万 | 3,397股 | $325.9万 | 3,271股 | +126股+3.85% | 加仓 |
 沃尔玛WMT |
| 1.21% | 1.23% | $292.2万 | 2.6万股 | $278.7万 | 2.2万股 | +3,379股+15.07% | 加仓 |
 切尼尔能源LNG |
| 1.12% | — | $270.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 NETFLIXNFLX |
| 1.12% | 1.52% | $269.5万 | 3.8万股 | $342.7万 | 3.6万股 | +2,104股+5.90% | 加仓 |
 VisaV |
| 1.12% | — | $269.5万 | 7,854股 | $0 | 0股 | +7,854股 | 新买入 |
| DDEFINIUM THERAPEUTICSDFTX |
| 1.11% | — | $267.7万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 BORGWARNERBWA |
| 1.03% | — | $248.4万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 UNUMUNM |
| 1.01% | — | $243.6万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| PPacer基金信托COWZ |
| 0.93% | 0.97% | $224.2万 | 3.6万股 | $218.6万 | 3.5万股 | +1,105股+3.16% | 加仓 |
 摩根士丹利MS |
| 0.89% | — | $215.6万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 Live NationLYV |
| 0.87% | — | $210.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 0.86% | — | $208.0万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
| DDIANTHUS THERAPEUTICSDNTH |
| 0.79% | — | $191.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 欧特克ADSK |
| 0.74% | 0.55% | $179.1万 | 9,211股 | $125.2万 | 5,231股 | +3,980股+76.08% | 加仓 |
| GGlobal X·URANIUM ETFURA |
| 0.66% | 0.76% | $160.6万 | 3.7万股 | $172.4万 | 3.6万股 | +1,138股+3.20% | 加仓 |
 MONGODB CL AMDB |
| 0.65% | — | $156.4万 | 4,657股 | $0 | 0股 | +4,657股 | 新买入 |
| BBEONE MEDICINESONC |
| 0.57% | — | $137.8万 | 4,836股 | $0 | 0股 | +4,836股 | 新买入 |
 苹果AAPL |
| 0.55% | 0.51% | $132.2万 | 4,570股 | $116.0万 | 4,570股 | 00.00% | 持仓不变 |
| VVanEck Russia ETFBBH |
| 0.38% | 0.41% | $90.9万 | 8,740股 | $92.3万 | 9,540股 | -800股-8.39% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.37% | 0.37% | $88.7万 | 2,926股 | $84.6万 | 3,559股 | -633股-17.79% | 减仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.33% | — | $78.5万 | 5,199股 | $0 | 0股 | +5,199股 | 新买入 |
| EEA SERIES TRUSTBOXX |
| 0.32% | 0.34% | $76.6万 | 6,545股 | $76.1万 | 6,545股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.31% | 1.04% | $73.7万 | 1,435股 | $235.4万 | 4,711股 | -3,276股-69.54% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.3% | 0.35% | $72.3万 | 2.3万股 | $78.4万 | 2.3万股 | -771股-3.30% | 减仓 |
 高盛GS |
| 0.29% | 0.26% | $69.6万 | 688股 | $59.2万 | 700股 | -12股-1.71% | 减仓 |
 ALTRIAMO |
| 0.29% | 0.29% | $69.2万 | 9,619股 | $64.7万 | 9,801股 | -182股-1.86% | 减仓 |
