| G通用动力VTI |
| 14.77% | 15.06% | $2,633.2万 | 7.1万股 | $2,287.1万 | 7.1万股 | -131股-0.18% | 减仓 |
| SSPDR道富系列信托SPTM |
| 5.1% | 5.22% | $908.6万 | 10.0万股 | $792.8万 | 10.0万股 | -200股-0.20% | 减仓 |
 苹果AAPL |
| 4.46% | 4.62% | $794.8万 | 2.7万股 | $702.5万 | 2.8万股 | -213股-0.77% | 减仓 |
| F第一信托·USTCIBR |
| 2.81% | 2.35% | $500.6万 | 5.6万股 | $356.5万 | 5.7万股 | -1,166股-2.05% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.75% | 2.67% | $491.1万 | 5.7万股 | $405.3万 | 5.3万股 | +4,886股+9.30% | 加仓 |
 亚马逊AMZN |
| 1.84% | 1.88% | $327.4万 | 1.4万股 | $285.4万 | 1.4万股 | +31股+0.23% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.59% | 1.5% | $283.8万 | 8,032股 | $227.3万 | 7,924股 | +108股+1.36% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 1.57% | 1.55% | $280.2万 | 1.3万股 | $235.5万 | 1.3万股 | -98股-0.78% | 减仓 |
| F第一信托交易所交易基金SKYY |
| 1.5% | 1.47% | $267.4万 | 2.0万股 | $223.0万 | 2.0万股 | -514股-2.52% | 减仓 |
| IISHARES FUTURE AI & TECHETFARTY |
| 1.47% | 1.06% | $262.4万 | 3.4万股 | $160.7万 | 3.5万股 | -88股-0.25% | 减仓 |
 PEMBINA PIPELINEPBA |
| 1.43% | 1.67% | $255.8万 | 5.5万股 | $254.4万 | 5.7万股 | -1,534股-2.70% | 减仓 |
 雪佛龙CVX |
| 1.36% | 2% | $242.9万 | 1.5万股 | $303.4万 | 1.5万股 | -9股-0.06% | 减仓 |
 微软MSFT |
| 1.32% | 1.48% | $235.9万 | 6,325股 | $224.4万 | 6,061股 | +264股+4.36% | 加仓 |
 VisaV |
| 1.23% | 1.29% | $219.3万 | 6,392股 | $196.6万 | 6,505股 | -113股-1.74% | 减仓 |
 谷歌AGOOGL |
| 1.2% | 1.14% | $213.1万 | 5,963股 | $173.1万 | 6,020股 | -57股-0.95% | 减仓 |
 IRON MTN DEL COMIRM |
| 1.19% | 1.2% | $211.6万 | 1.7万股 | $181.6万 | 1.8万股 | -1,025股-5.76% | 减仓 |
| IIBMIBM |
| 1.18% | 1.18% | $210.0万 | 7,466股 | $178.7万 | 7,371股 | +95股+1.29% | 加仓 |
 摩根大通JPM |
| 1.09% | 1.16% | $195.1万 | 5,961股 | $176.0万 | 5,984股 | -23股-0.38% | 减仓 |
 GLOBAL PARTNERS LP COM UNITSGLP |
| 1.07% | 1.14% | $191.3万 | 4.1万股 | $173.3万 | 4.1万股 | -110股-0.27% | 减仓 |
 QUANTA SVCSPWR |
| 1.03% | 0.91% | $183.9万 | 2,554股 | $138.3万 | 2,519股 | +35股+1.39% | 加仓 |
 ALTRIAMO |
| 1.03% | 1.12% | $183.8万 | 2.6万股 | $170.6万 | 2.6万股 | -300股-1.16% | 减仓 |
 ANTERO MIDSTREAMAM |
| 1.01% | 1.21% | $179.5万 | 7.9万股 | $183.9万 | 8.1万股 | -1,750股-2.17% | 减仓 |
| NNEOS ETF TRUSTSPYI |
| 1% | 1.1% | $178.8万 | 3.4万股 | $167.3万 | 3.4万股 | -195股-0.58% | 减仓 |
 康宁GLW |
| 1% | 0.69% | $178.1万 | 6,972股 | $105.5万 | 7,762股 | -790股-10.18% | 减仓 |
 OMEGA HEALTHCARE INVSOHI |
| 0.97% | 1.06% | $173.4万 | 3.6万股 | $161.6万 | 3.7万股 | -525股-1.42% | 减仓 |
 英伟达NVDA |
| 0.96% | 0.95% | $171.3万 | 8,563股 | $144.5万 | 8,284股 | +279股+3.37% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.94% | 1.15% | $168.4万 | 8.8万股 | $175.1万 | 9.1万股 | -2,650股-2.92% | 减仓 |
 艾伯维ABBV |
| 0.91% | 0.93% | $162.8万 | 6,471股 | $140.7万 | 6,471股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.88% | 0.5% | $157.6万 | 2,180股 | $75.5万 | 2,210股 | -30股-1.36% | 减仓 |
| VVANECK ETF TR VANECK BDC INCOME ETFBIZD |
| 0.83% | 0.36% | $147.3万 | 11.6万股 | $55.3万 | 4.3万股 | +7.3万股+169.23% | 加仓 |
| F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC |
| 0.82% | 1.01% | $146.2万 | 5.4万股 | $152.9万 | 5.3万股 | +807股+1.52% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.82% | 0.94% | $145.7万 | 2.2万股 | $142.2万 | 2.2万股 | -300股-1.37% | 减仓 |
 VANECK REAL ASSETS ETFRAAX |
| 0.82% | 0.7% | $145.6万 | 3.7万股 | $106.3万 | 2.6万股 | +1.1万股+40.53% | 加仓 |
| GGlobal X基金DTCR |
| 0.81% | 0.35% | $145.0万 | 4.8万股 | $53.1万 | 2.2万股 | +2.6万股+115.56% | 加仓 |
| TTHORNBURG ETF TRDIHP |
| 0.81% | 0.6% | $144.1万 | 4.2万股 | $90.9万 | 2.8万股 | +1.4万股+47.84% | 加仓 |
| SSPDR道富系列信托SPYD |
| 0.81% | 0.84% | $143.9万 | 3.0万股 | $127.7万 | 2.8万股 | +2,106股+7.51% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.8% | 0.97% | $143.0万 | 2.5万股 | $147.3万 | 2.6万股 | -665股-2.56% | 减仓 |
 飞塔FTNT |
| 0.8% | 0.52% | $142.9万 | 9,300股 | $79.1万 | 9,675股 | -375股-3.88% | 减仓 |
 强生JNJ |
| 0.79% | 0.88% | $141.4万 | 5,569股 | $134.1万 | 5,486股 | +83股+1.51% | 加仓 |
| GGLOBAL X FDSORBX |
| 0.79% | — | $140.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 博通AVGO |
| 0.74% | 0.79% | $132.1万 | 3,496股 | $120.2万 | 3,882股 | -386股-9.94% | 减仓 |
| V先锋领航·TOTALBND |
| 0.72% | 0.88% | $128.0万 | 1.7万股 | $133.7万 | 1.8万股 | -720股-3.97% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.68% | 0.74% | $121.4万 | 2,426股 | $112.2万 | 2,342股 | +84股+3.59% | 加仓 |
 HA SUSTAINABLE INFRA REIHASI |
| 0.67% | 0.72% | $119.7万 | 3.1万股 | $109.6万 | 3.0万股 | +840股+2.82% | 加仓 |
| F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV |
| 0.65% | 0.62% | $116.2万 | 1.5万股 | $94.2万 | 1.6万股 | -265股-1.70% | 减仓 |
 ONEOKOKE |
| 0.64% | 0.75% | $113.9万 | 1.3万股 | $113.7万 | 1.3万股 | +521股+4.14% | 加仓 |
 ARES CAPITALARCC |
| 0.6% | 0.7% | $107.8万 | 5.8万股 | $106.8万 | 5.9万股 | -1,050股-1.77% | 减仓 |
| VVANECK MERK GOLD TRUSTOUNZ |
| 0.59% | 0.81% | $105.0万 | 2.7万股 | $123.5万 | 2.7万股 | -200股-0.73% | 减仓 |
 高盛GS |
| 0.58% | 0.61% | $104.2万 | 1,030股 | $92.2万 | 1,090股 | -60股-5.50% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.53% | 0.55% | $95.2万 | 1,275股 | $82.9万 | 1,275股 | 00.00% | 持仓不变 |
