| C资本集团股息价值CCBG |
| 4.85% | 4.96% | $513.4万 | 10.4万股 | $519.9万 | 11.0万股 | -5,377股-4.91% | 减仓 |
| SSPDR黄金信托GLD |
| 3.83% | 5.03% | $405.4万 | 1.1万股 | $527.4万 | 1.2万股 | -1,234股-10.08% | 减仓 |
| C资本集团成长ETFCGGR |
| 2.85% | 3.1% | $302.1万 | 6.4万股 | $324.9万 | 7.1万股 | -6,644股-9.40% | 减仓 |
| S嘉信策略信托SCHF |
| 2.82% | 2.83% | $298.6万 | 10.8万股 | $297.4万 | 10.9万股 | -857股-0.79% | 减仓 |
 英伟达NVDA |
| 2.64% | 2.74% | $279.6万 | 1.4万股 | $287.8万 | 1.4万股 | +127股+0.92% | 加仓 |
| IiShares安硕信托IVW |
| 2.46% | 2.49% | $260.1万 | 1.9万股 | $261.1万 | 1.9万股 | -525股-2.70% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 2.45% | 2.49% | $259.8万 | 3,693股 | $260.9万 | 3,831股 | -138股-3.60% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 2.43% | 2.48% | $256.9万 | 2.9万股 | $260.7万 | 2.9万股 | -196股-0.67% | 减仓 |
| IiShares安硕信托EEM |
| 2.16% | 2.28% | $228.5万 | 3.3万股 | $239.0万 | 3.5万股 | -2,000股-5.65% | 减仓 |
| IiShares安硕·COREIJR |
| 2.13% | 2.17% | $225.3万 | 1.5万股 | $227.5万 | 1.6万股 | -1,185股-7.24% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.11% | 2.14% | $223.1万 | 2.7万股 | $224.7万 | 2.7万股 | -135股-0.49% | 减仓 |
 博通AVGO |
| 1.9% | 2.11% | $201.0万 | 5,321股 | $221.7万 | 5,212股 | +109股+2.09% | 加仓 |
 苹果AAPL |
| 1.85% | 1.77% | $195.5万 | 6,757股 | $186.0万 | 6,469股 | +288股+4.45% | 加仓 |
 微软MSFT |
| 1.79% | 2% | $189.4万 | 5,078股 | $209.6万 | 5,064股 | +14股+0.28% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.73% | 1.75% | $183.7万 | 8,381股 | $183.6万 | 8,456股 | -75股-0.89% | 减仓 |
 谷歌AGOOGL |
| 1.71% | 1.76% | $181.4万 | 5,076股 | $184.5万 | 4,636股 | +440股+9.49% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.66% | 1.9% | $175.7万 | 2,353股 | $199.3万 | 2,716股 | -363股-13.37% | 减仓 |
 应用材料AMAT |
| 1.43% | 0.93% | $151.7万 | 2,098股 | $97.9万 | 2,285股 | -187股-8.18% | 减仓 |
 亚马逊AMZN |
| 1.42% | 1.59% | $150.6万 | 6,318股 | $167.1万 | 6,075股 | +243股+4.00% | 加仓 |
 卡特彼勒CAT |
| 1.12% | 1% | $119.0万 | 1,118股 | $105.3万 | 1,136股 | -18股-1.58% | 减仓 |
 礼来LLY |
| 1.12% | 0.98% | $118.3万 | 986股 | $102.7万 | 1,040股 | -54股-5.19% | 减仓 |
 强生JNJ |
| 1.06% | 0.98% | $112.5万 | 4,429股 | $102.7万 | 4,574股 | -145股-3.17% | 减仓 |
 AMD超威AMD |
| 0.98% | 0.68% | $103.3万 | 1,779股 | $71.2万 | 1,690股 | +89股+5.27% | 加仓 |
 思科CSCO |
| 0.97% | 0.82% | $103.1万 | 8,776股 | $85.9万 | 9,369股 | -593股-6.33% | 减仓 |
 Meta平台META |
| 0.97% | 1.13% | $102.4万 | 1,817股 | $118.7万 | 1,937股 | -120股-6.20% | 减仓 |
| EETF OPPORTUNITIES TRUSTWLTG |
| 0.93% | 0.95% | $98.9万 | 2.6万股 | $99.4万 | 2.6万股 | -35股-0.13% | 减仓 |
 摩根大通JPM |
| 0.9% | 0.89% | $95.8万 | 2,927股 | $93.4万 | 2,965股 | -38股-1.28% | 减仓 |
| V先锋领航指数基金VOO |
| 0.83% | 0.83% | $87.7万 | 1,192股 | $87.4万 | 1,257股 | -65股-5.17% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.82% | 0.89% | $86.8万 | 6,869股 | $93.3万 | 6,843股 | +26股+0.38% | 加仓 |
 帕兰提尔PLTR |
| 0.81% | 0.93% | $85.8万 | 7,350股 | $97.5万 | 7,286股 | +64股+0.88% | 加仓 |
| QQualysQLYS |
| 0.79% | — | $83.2万 | 6,054股 | $0 | 0股 | +6,054股 | 新买入 |
 达美航空DAL |
| 0.78% | 0.64% | $82.4万 | 8,793股 | $67.4万 | 9,193股 | -400股-4.35% | 减仓 |
| Q高通QCOM |
| 0.77% | 0.78% | $81.6万 | 4,417股 | $81.8万 | 4,247股 | +170股+4.00% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.75% | 0.76% | $79.8万 | 6,427股 | $80.2万 | 6,552股 | -125股-1.91% | 减仓 |
 GE VernovaGEV |
| 0.75% | 0.72% | $79.1万 | 673股 | $75.6万 | 676股 | -3股-0.44% | 减仓 |
| PPOWELL INDSPOWL |
| 0.74% | 0.84% | $78.8万 | 2,751股 | $88.1万 | 2,751股 | 00.00% | 持仓不变 |
 Watts水技术WTS |
| 0.72% | 0.52% | $76.3万 | 1,950股 | $54.9万 | 1,881股 | +69股+3.67% | 加仓 |
 通用动力GD |
| 0.71% | 0.68% | $74.9万 | 2,115股 | $71.2万 | 2,050股 | +65股+3.17% | 加仓 |
 埃克森美孚XOM |
| 0.69% | 0.72% | $73.3万 | 5,359股 | $76.0万 | 5,110股 | +249股+4.87% | 加仓 |
 宏利金融MFC |
| 0.68% | 0.59% | $71.8万 | 1.8万股 | $61.9万 | 1.5万股 | +2,224股+14.35% | 加仓 |
 INTERCONTINENTAL HOTELS GROUP SPONSORED ADSIHG |
| 0.68% | — | $71.8万 | 4,145股 | $0 | 0股 | +4,145股 | 新买入 |
 沃尔玛WMT |
| 0.68% | 0.74% | $71.6万 | 6,323股 | $77.2万 | 5,936股 | +387股+6.52% | 加仓 |
 纽蒙特NEM |
| 0.68% | 0.83% | $71.5万 | 7,660股 | $87.2万 | 7,578股 | +82股+1.08% | 加仓 |
 万事达MA |
| 0.67% | 0.65% | $70.4万 | 1,371股 | $67.9万 | 1,380股 | -9股-0.65% | 减仓 |
 Arista网络ANET |
| 0.66% | 0.54% | $70.2万 | 4,135股 | $56.8万 | 3,863股 | +272股+7.04% | 加仓 |
 ExelixisEXEL |
| 0.65% | 0.58% | $69.0万 | 1.3万股 | $60.9万 | 1.2万股 | +181股+1.45% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.65% | 0.74% | $68.3万 | 1,933股 | $77.3万 | 1,956股 | -23股-1.18% | 减仓 |
 GE航空GE |
| 0.64% | 0.55% | $68.1万 | 1,821股 | $58.0万 | 1,896股 | -75股-3.96% | 减仓 |
 加拿大国家铁路CNI |
| 0.63% | 0.57% | $66.3万 | 5,558股 | $59.5万 | 5,306股 | +252股+4.75% | 加仓 |
 因赛特INCY |
| 0.62% | 0.55% | $65.9万 | 5,809股 | $57.5万 | 5,757股 | +52股+0.90% | 加仓 |
