| SSPDR行业精选信托XLK |
| 29.65% | 25.62% | $9,362.7万 | 49.1万股 | $6,775.5万 | 51.0万股 | -1.8万股-3.61% | 减仓 |
| SSPDR行业精选信托XLF |
| 9.35% | 10.13% | $2,954.1万 | 55.1万股 | $2,680.0万 | 54.3万股 | +8,187股+1.51% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 9.16% | 7.63% | $2,891.8万 | 57.2万股 | $2,016.9万 | 39.9万股 | +17.3万股+43.49% | 加仓 |
| SSPDR行业精选信托XLY |
| 7.91% | 8.37% | $2,499.3万 | 21.3万股 | $2,213.2万 | 20.3万股 | +1.0万股+4.93% | 加仓 |
| SSPDR行业精选信托XLY |
| 7.89% | 8.84% | $2,491.2万 | 23.3万股 | $2,336.6万 | 21.1万股 | +2.2万股+10.33% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 7.68% | 7.87% | $2,424.1万 | 15.3万股 | $2,081.4万 | 14.2万股 | +1.1万股+7.62% | 加仓 |
| S道富XLI |
| 6.5% | 6.6% | $2,052.7万 | 11.1万股 | $1,744.9万 | 10.8万股 | +2,928股+2.71% | 加仓 |
| SSPDR行业精选信托XLP |
| 3.66% | 3.77% | $1,156.7万 | 13.9万股 | $996.7万 | 12.2万股 | +1.8万股+14.53% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.19% | 3.58% | $1,007.0万 | 12.7万股 | $947.4万 | 12.0万股 | +7,908股+6.62% | 加仓 |
| RROUNDHILL MAGNIFICENT SEVEN ETFMAGS |
| 3.16% | 3.22% | $996.6万 | 15.5万股 | $850.3万 | 14.7万股 | +8,238股+5.61% | 加仓 |
| SSPDR行业精选信托XLU |
| 2.31% | 2.65% | $729.1万 | 16.1万股 | $701.6万 | 15.3万股 | +7,907股+5.17% | 加仓 |
| SSPDR行业精选信托XLE |
| 2.26% | 2.57% | $714.3万 | 13.4万股 | $679.2万 | 11.1万股 | +2.4万股+21.30% | 加仓 |
 苹果AAPL |
| 1.47% | 1.54% | $464.8万 | 1.6万股 | $407.4万 | 1.6万股 | +9股+0.06% | 加仓 |
 英伟达NVDA |
| 1.14% | 1.19% | $361.5万 | 1.8万股 | $313.9万 | 1.8万股 | +66股+0.37% | 加仓 |
 微软MSFT |
| 0.6% | 0.72% | $190.4万 | 5,105股 | $190.4万 | 5,143股 | -38股-0.74% | 减仓 |
 亚马逊AMZN |
| 0.52% | 0.54% | $164.4万 | 6,897股 | $141.8万 | 6,809股 | +88股+1.29% | 加仓 |
| IIBMIBM |
| 0.34% | 0.35% | $107.9万 | 3,837股 | $93.0万 | 3,837股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.37% | $99.6万 | 1,990股 | $97.3万 | 2,030股 | -40股-1.97% | 减仓 |
 AMD超威AMD |
| 0.28% | 0.13% | $90.0万 | 1,549股 | $34.4万 | 1,689股 | -140股-8.29% | 减仓 |
 礼来LLY |
| 0.28% | 0.26% | $89.7万 | 748股 | $68.7万 | 747股 | +1股+0.13% | 加仓 |
 摩根大通JPM |
| 0.23% | 0.26% | $72.2万 | 2,205股 | $68.7万 | 2,335股 | -130股-5.57% | 减仓 |
 博通AVGO |
| 0.19% | 0.18% | $58.7万 | 1,555股 | $48.0万 | 1,552股 | +3股+0.19% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.17% | 1.51% | $54.7万 | 1.1万股 | $399.6万 | 7.8万股 | -6.8万股-86.31% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.17% | 0.17% | $54.3万 | 1,536股 | $44.0万 | 1,535股 | +1股+0.07% | 加仓 |
 Meta平台META |
| 0.17% | 0.2% | $52.5万 | 932股 | $53.7万 | 939股 | -7股-0.75% | 减仓 |
 联合健康UNH |
| 0.16% | 0.13% | $49.5万 | 1,191股 | $33.9万 | 1,254股 | -63股-5.02% | 减仓 |
 强生JNJ |
| 0.14% | 0.16% | $45.2万 | 1,782股 | $43.4万 | 1,775股 | +7股+0.39% | 加仓 |
 沃尔玛WMT |
| 0.14% | 0.18% | $43.4万 | 3,829股 | $47.4万 | 3,814股 | +15股+0.39% | 加仓 |
| V先锋领航指数基金VOO |
| 0.13% | 0.12% | $40.8万 | 554股 | $32.8万 | 568股 | -14股-2.46% | 减仓 |
 CHUBB LIMITEDCB |
| 0.12% | 0.13% | $37.4万 | 1,098股 | $35.7万 | 1,095股 | +3股+0.27% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.11% | 0.14% | $35.9万 | 8,152股 | $36.9万 | 9,034股 | -882股-9.76% | 减仓 |
| IiShares安硕信托IVV |
| 0.11% | 0.18% | $34.2万 | 457股 | $48.9万 | 748股 | -291股-38.90% | 减仓 |
| V先锋领航全球基金VGT |
| 0.1% | 0.08% | $30.3万 | 2,537股 | $22.1万 | 317股 | +2,220股+700.32% | 加仓 |
 通用动力GD |
| 0.09% | 0.1% | $28.2万 | 795股 | $27.2万 | 791股 | +4股+0.51% | 加仓 |
 ADPADP |
| 0.09% | 0.1% | $28.0万 | 1,249股 | $25.2万 | 1,238股 | +11股+0.89% | 加仓 |
 好市多COST |
| 0.08% | 0.12% | $24.9万 | 266股 | $31.9万 | 320股 | -54股-16.88% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.07% | 0.11% | $22.8万 | 4,492股 | $28.3万 | 5,656股 | -1,164股-20.58% | 减仓 |
 家得宝HD |
| 0.07% | — | $20.7万 | 586股 | $0 | 0股 | +586股 | 新买入 |
