| IiShares安硕信托IVV |
| 6.47% | 3.87% | $3,202.8万 | 4.3万股 | $1,623.4万 | 2.5万股 | +1.8万股+72.08% | 加仓 |
| I景顺QQQ信托VOO |
| 4.74% | 1.59% | $2,344.6万 | 3.2万股 | $665.2万 | 1.2万股 | +2.0万股+176.23% | 加仓 |
| IiShares安硕信托SHV |
| 3.45% | 3.82% | $1,704.6万 | 15.4万股 | $1,599.1万 | 14.5万股 | +9,617股+6.64% | 加仓 |
| PPGIM ULTRAPULS |
| 3.41% | 3.84% | $1,689.1万 | 34.1万股 | $1,610.4万 | 32.5万股 | +1.6万股+4.79% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 3.38% | 3.75% | $1,674.5万 | 33.6万股 | $1,570.8万 | 31.5万股 | +2.1万股+6.66% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 3.25% | 3.6% | $1,607.3万 | 35.9万股 | $1,507.6万 | 33.7万股 | +2.3万股+6.74% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.65% | 1.67% | $1,310.1万 | 6.9万股 | $698.2万 | 5.3万股 | +1.6万股+30.88% | 加仓 |
 苹果AAPL |
| 2.55% | 2.59% | $1,260.2万 | 4.4万股 | $1,085.9万 | 4.3万股 | +763股+1.78% | 加仓 |
 南方电力SO |
| 2.23% | 2.65% | $1,103.2万 | 11.5万股 | $1,111.2万 | 11.5万股 | +138股+0.12% | 加仓 |
| S道富XLI |
| 1.79% | 2.05% | $888.0万 | 4.8万股 | $858.7万 | 5.3万股 | -5,153股-9.71% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.74% | 1.96% | $862.7万 | 4.1万股 | $822.1万 | 4.3万股 | -2,286股-5.34% | 减仓 |
 亚马逊AMZN |
| 1.74% | 1.77% | $861.9万 | 3.6万股 | $742.9万 | 3.6万股 | +493股+1.38% | 加仓 |
| IiShares安硕信托IXUS |
| 1.65% | 1.64% | $818.7万 | 8.6万股 | $688.6万 | 7.9万股 | +6,302股+7.93% | 加仓 |
 Genuine Parts Co ComGPC |
| 1.6% | 1.7% | $791.4万 | 6.7万股 | $714.0万 | 6.8万股 | -435股-0.64% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 1.53% | 1.33% | $757.4万 | 17.6万股 | $556.6万 | 14.1万股 | +3.4万股+24.39% | 加仓 |
| IiShares安硕信托TIP |
| 1.5% | 1.66% | $741.4万 | 6.8万股 | $695.4万 | 6.3万股 | +4,742股+7.53% | 加仓 |
 微软MSFT |
| 1.43% | 1.51% | $707.0万 | 1.9万股 | $633.7万 | 1.7万股 | +1,835股+10.72% | 加仓 |
 谷歌AGOOGL |
| 1.41% | 1.19% | $698.1万 | 2.0万股 | $500.3万 | 1.7万股 | +2,136股+12.28% | 加仓 |
 博通AVGO |
| 1.33% | 1.26% | $660.5万 | 1.7万股 | $529.5万 | 1.7万股 | +378股+2.21% | 加仓 |
| IiShares安硕信托ITOT |
| 1.32% | 1.37% | $653.5万 | 4.0万股 | $574.5万 | 4.0万股 | -558股-1.38% | 减仓 |
 康明斯CMI |
| 1.27% | 1.05% | $626.4万 | 8,783股 | $440.5万 | 8,188股 | +595股+7.27% | 加仓 |
 英伟达NVDA |
| 1.25% | 1.26% | $620.6万 | 3.1万股 | $529.1万 | 3.0万股 | +677股+2.23% | 加仓 |
 沃尔玛WMT |
| 1.23% | 1.57% | $610.7万 | 5.4万股 | $659.3万 | 5.3万股 | +874股+1.65% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 1.23% | 0.58% | $606.9万 | 7.5万股 | $242.6万 | 3.6万股 | +3.9万股+110.74% | 加仓 |
 卡特彼勒CAT |
| 1.22% | 0.31% | $603.3万 | 5,666股 | $129.0万 | 1,821股 | +3,845股+211.15% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 1.21% | 1.13% | $599.5万 | 12.3万股 | $471.6万 | 9.3万股 | +3.0万股+32.71% | 加仓 |
 西部数据WDC |
| 1.13% | — | $561.2万 | 8,786股 | $0 | 0股 | +8,786股 | 新买入 |
 埃克森美孚XOM |
| 1.07% | 1.57% | $531.7万 | 3.9万股 | $656.0万 | 3.9万股 | +224股+0.58% | 加仓 |
 科磊KLAC |
| 1.07% | 0.64% | $527.0万 | 1.7万股 | $269.8万 | 1,832股 | +1.6万股+853.49% | 加仓 |
| VVictory组合IIMODL |
| 1.04% | 0.78% | $513.2万 | 10.1万股 | $326.6万 | 7.3万股 | +2.8万股+37.76% | 加仓 |
| IIBMIBM |
| 0.99% | 1.04% | $491.8万 | 1.7万股 | $437.4万 | 1.8万股 | -555股-3.08% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.98% | 1.34% | $483.0万 | 4.1万股 | $559.5万 | 5.1万股 | -1.0万股-19.78% | 减仓 |
 好市多COST |
| 0.87% | 1.04% | $431.9万 | 4,617股 | $436.6万 | 4,382股 | +235股+5.36% | 加仓 |
 UNITED RENTALSURI |
| 0.83% | — | $409.1万 | 3,611股 | $0 | 0股 | +3,611股 | 新买入 |
 礼来LLY |
| 0.82% | 0.72% | $407.2万 | 3,395股 | $300.4万 | 3,267股 | +128股+3.92% | 加仓 |
| GGARMIN SHSGRMN |
| 0.78% | — | $385.0万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕信托IVW |
| 0.74% | 1.07% | $365.4万 | 2.7万股 | $447.8万 | 4.0万股 | -1.3万股-32.89% | 减仓 |
 通用动力GD |
| 0.7% | 0.79% | $345.3万 | 9,749股 | $331.6万 | 9,662股 | +87股+0.90% | 加仓 |
 Meta平台META |
| 0.69% | 0.78% | $339.8万 | 6,032股 | $328.8万 | 5,747股 | +285股+4.96% | 加仓 |
 CrowdStrikeCRWD |
| 0.69% | 0.39% | $339.4万 | 4,447股 | $164.8万 | 4,221股 | +226股+5.35% | 加仓 |
| F第一信托·USTFVD |
| 0.69% | 0.77% | $339.3万 | 7.0万股 | $322.0万 | 6.8万股 | +1,958股+2.86% | 加仓 |
 TJXTJX |
| 0.68% | 0.84% | $338.4万 | 2.2万股 | $353.8万 | 2.2万股 | +187股+0.84% | 加仓 |
 高盛GS |
| 0.68% | — | $337.3万 | 3,335股 | $0 | 0股 | +3,335股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.64% | 0.57% | $315.6万 | 3.5万股 | $238.1万 | 3.7万股 | -2,246股-6.09% | 减仓 |
 麦当劳MCD |
| 0.58% | 0.83% | $286.2万 | 1.1万股 | $348.6万 | 1.1万股 | -629股-5.61% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.54% | 1.01% | $266.6万 | 2.5万股 | $421.5万 | 3.8万股 | -1.3万股-34.54% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.5% | 2.07% | $245.6万 | 1.5万股 | $866.4万 | 5.9万股 | -4.4万股-73.80% | 减仓 |
 康宁GLW |
| 0.49% | 0.2% | $240.7万 | 9,425股 | $84.2万 | 6,195股 | +3,230股+52.14% | 加仓 |
 永利度假村WYNN |
| 0.48% | 0.66% | $238.5万 | 2.5万股 | $277.3万 | 2.7万股 | -2,739股-10.03% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.48% | 0.44% | $236.8万 | 8,183股 | $186.2万 | 8,787股 | -604股-6.87% | 减仓 |
