| IiShares安硕信托DGRO |
| 3.2% | 3.13% | $1,034.3万 | 13.6万股 | $918.3万 | 13.1万股 | +5,620股+4.29% | 加仓 |
| IiShares安硕·FALLEN ANGELS USD BOND ETFFALN |
| 2.48% | 2.45% | $801.2万 | 29.4万股 | $718.2万 | 26.9万股 | +2.5万股+9.42% | 加仓 |
| SSTATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETFLGLV |
| 2.13% | 2.12% | $687.6万 | 3.8万股 | $622.8万 | 3.5万股 | +2,924股+8.36% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.04% | 2% | $659.2万 | 1.9万股 | $586.2万 | 2.0万股 | -1,778股-8.70% | 减仓 |
 微软MSFT |
| 1.99% | 2.08% | $643.0万 | 1.7万股 | $610.5万 | 1.6万股 | +743股+4.50% | 加仓 |
| S道富SPHY |
| 1.83% | 1.82% | $593.6万 | 25.3万股 | $534.5万 | 22.9万股 | +2.4万股+10.48% | 加仓 |
 威瑞森VZ |
| 1.81% | 2.21% | $584.2万 | 13.8万股 | $649.9万 | 12.9万股 | +8,511股+6.57% | 加仓 |
 摩根大通JPM |
| 1.76% | 1.82% | $568.8万 | 1.7万股 | $533.1万 | 1.8万股 | -746股-4.12% | 减仓 |
 Tc Energy Corp COMMONTRP |
| 1.67% | 1.78% | $541.3万 | 8.2万股 | $523.8万 | 8.4万股 | -2,007股-2.40% | 减仓 |
 PLAINS GP L PPAGP |
| 1.59% | 1.89% | $514.2万 | 21.2万股 | $553.7万 | 22.8万股 | -1.6万股-7.09% | 减仓 |
 亚马逊AMZN |
| 1.56% | 1.61% | $503.3万 | 2.1万股 | $472.6万 | 2.3万股 | -1,573股-6.93% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.56% | 1.48% | $503.1万 | 6.1万股 | $434.9万 | 5.5万股 | +6,252股+11.44% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.54% | 1.6% | $496.6万 | 9,924股 | $469.7万 | 9,801股 | +123股+1.25% | 加仓 |
 KENVUE COMKVUE |
| 1.53% | 1.41% | $496.1万 | 26.0万股 | $413.0万 | 24.0万股 | +2.0万股+8.38% | 加仓 |
| DDOUBLELINE ETF TRUSTCAPE |
| 1.5% | 1.45% | $485.4万 | 15.0万股 | $424.8万 | 13.8万股 | +1.2万股+8.68% | 加仓 |
| S道富SPYM |
| 1.44% | 1.37% | $464.8万 | 5.3万股 | $401.5万 | 5.2万股 | +429股+0.82% | 加仓 |
 应用材料AMAT |
| 1.38% | 0.83% | $446.7万 | 6,178股 | $243.8万 | 7,133股 | -955股-13.39% | 减仓 |
 南方电力SO |
| 1.33% | 1.38% | $428.8万 | 4.5万股 | $406.0万 | 4.2万股 | +2,736股+6.50% | 加仓 |
| V先锋领航指数基金VOO |
| 1.29% | 1.11% | $416.6万 | 5,657股 | $326.8万 | 5,662股 | -5股-0.09% | 减仓 |
 BOOKING COMBKNG |
| 1.26% | 1.13% | $408.3万 | 2.3万股 | $332.0万 | 788股 | +2.2万股+2,807.23% | 加仓 |
 Meta平台META |
| 1.23% | 1.34% | $398.8万 | 7,080股 | $393.8万 | 6,883股 | +197股+2.86% | 加仓 |
 雷神技术RTX |
| 1.21% | 1.18% | $393.0万 | 2.1万股 | $347.1万 | 1.8万股 | +2,720股+15.12% | 加仓 |
 VisaV |
| 1.21% | 0.89% | $392.3万 | 1.1万股 | $259.9万 | 8,600股 | +2,833股+32.94% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.2% | 1.19% | $386.9万 | 2.1万股 | $350.1万 | 2.1万股 | +210股+0.99% | 加仓 |
 台积电TSM |
| 1.19% | 1.07% | $385.4万 | 8,069股 | $313.2万 | 9,266股 | -1,197股-12.92% | 减仓 |
 KILROY REALTYKRC |
| 1.19% | 0.94% | $385.2万 | 10.3万股 | $275.8万 | 9.8万股 | +5,041股+5.16% | 加仓 |
 嘉信理财SCHW |
| 1.18% | 1.23% | $380.7万 | 4.1万股 | $360.6万 | 3.8万股 | +2,890股+7.53% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 1.16% | 1.06% | $375.1万 | 3.5万股 | $312.2万 | 3.4万股 | +682股+2.00% | 加仓 |
 壳牌SHEL |
| 1.15% | 1.55% | $373.1万 | 4.8万股 | $456.0万 | 4.9万股 | -922股-1.88% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 1.15% | 1.1% | $372.0万 | 1.4万股 | $322.2万 | 1.4万股 | -37股-0.27% | 减仓 |
 百事可乐PEP |
| 1.08% | 1.25% | $349.9万 | 2.6万股 | $366.7万 | 2.4万股 | +2,229股+9.44% | 加仓 |
 埃克森美孚XOM |
| 1.07% | 1.5% | $347.0万 | 2.5万股 | $439.1万 | 2.6万股 | -504股-1.95% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 1.05% | 1.02% | $340.4万 | 5.5万股 | $298.3万 | 5.1万股 | +4,087股+8.01% | 加仓 |
 Truist金融TFC |
| 1.04% | 0.97% | $336.1万 | 6.7万股 | $286.1万 | 6.2万股 | +5,242股+8.42% | 加仓 |
| IiShares安硕信托ITOT |
| 1.04% | 0.97% | $335.3万 | 2.0万股 | $283.6万 | 2.0万股 | +430股+2.14% | 加仓 |
 NISOURCE COMNI |
| 1.02% | 1.04% | $330.1万 | 6.9万股 | $303.8万 | 6.5万股 | +4,312股+6.62% | 加仓 |
 ALTRIAMO |
| 0.96% | 0.93% | $309.1万 | 4.3万股 | $273.5万 | 4.1万股 | +1,506股+3.63% | 加仓 |
 苹果AAPL |
| 0.94% | 0.93% | $304.6万 | 1.1万股 | $274.0万 | 1.1万股 | -271股-2.51% | 减仓 |
 英伟达NVDA |
| 0.93% | 0.9% | $301.7万 | 1.5万股 | $262.8万 | 1.5万股 | +12股+0.08% | 加仓 |
 德州仪器TXN |
| 0.92% | 0.81% | $297.3万 | 9,976股 | $238.0万 | 1.2万股 | -2,282股-18.62% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.92% | 0.99% | $296.4万 | 2.3万股 | $291.5万 | 2.1万股 | +2,544股+12.16% | 加仓 |
| VVODAFONE NEWVOD |
| 0.9% | 1.08% | $291.1万 | 22.0万股 | $316.1万 | 21.0万股 | +9,677股+4.60% | 加仓 |
 GENERAL MILLS COMGIS |
| 0.9% | 0.75% | $290.0万 | 8.3万股 | $219.8万 | 5.9万股 | +2.4万股+41.12% | 加仓 |
 HealthpeakDOC |
| 0.86% | 0.67% | $279.1万 | 13.0万股 | $196.3万 | 11.9万股 | +1.1万股+9.16% | 加仓 |
| V先锋领航全球基金VGT |
| 0.85% | 0.69% | $275.6万 | 2.3万股 | $202.5万 | 2,903股 | +2.0万股+694.21% | 加仓 |
| AAT&TT |
| 0.84% | 1.15% | $273.3万 | 13.2万股 | $338.8万 | 11.7万股 | +1.5万股+12.95% | 加仓 |
 礼来LLY |
| 0.83% | 0.62% | $269.5万 | 2,246股 | $181.0万 | 1,968股 | +278股+14.13% | 加仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.82% | 0.82% | $264.4万 | 4.7万股 | $240.6万 | 4.6万股 | +982股+2.14% | 加仓 |
 Elevance健康ELV |
| 0.81% | 0.71% | $262.3万 | 6,781股 | $207.5万 | 7,087股 | -306股-4.32% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.81% | 0.7% | $260.8万 | 4.3万股 | $204.0万 | 3.6万股 | +7,577股+21.16% | 加仓 |
