| F富达·MERRIMACK STR TRFBND |
| 8.86% | 9.78% | $1.40亿 | 308.2万股 | $1.36亿 | 297.9万股 | +10.3万股+3.45% | 加仓 |
 科磊KLAC |
| 4.43% | 2.62% | $7,015.4万 | 23.3万股 | $3,637.9万 | 2.5万股 | +20.8万股+841.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.15% | 3.88% | $6,571.8万 | 18.6万股 | $5,389.3万 | 18.8万股 | -1,875股-1.00% | 减仓 |
 苹果AAPL |
| 4.02% | 4.04% | $6,369.7万 | 22.0万股 | $5,612.2万 | 22.1万股 | -1,005股-0.45% | 减仓 |
 博通AVGO |
| 3.9% | 3.75% | $6,180.3万 | 16.4万股 | $5,208.4万 | 16.8万股 | -4,670股-2.78% | 减仓 |
 摩根大通JPM |
| 3.19% | 3.25% | $5,054.0万 | 15.4万股 | $4,519.3万 | 15.4万股 | +767股+0.50% | 加仓 |
 艾伯维ABBV |
| 3.09% | 3% | $4,888.7万 | 19.4万股 | $4,162.4万 | 19.1万股 | +2,891股+1.51% | 加仓 |
 QUANTA SVCSPWR |
| 2.96% | 2.71% | $4,691.6万 | 6.5万股 | $3,758.3万 | 6.8万股 | -3,297股-4.82% | 减仓 |
 阿斯麦ASML |
| 2.89% | 2.25% | $4,577.3万 | 2.3万股 | $3,129.1万 | 2.4万股 | -682股-2.88% | 减仓 |
| C资本集团固定收益ETF信托CGMU |
| 2.75% | 3.23% | $4,356.2万 | 158.6万股 | $4,487.9万 | 165.3万股 | -6.7万股-4.06% | 减仓 |
 礼来LLY |
| 2.72% | 2.35% | $4,304.9万 | 3.6万股 | $3,260.3万 | 3.5万股 | +444股+1.25% | 加仓 |
| SSPDR行业精选信托XLE |
| 2.58% | 3.42% | $4,079.6万 | 76.8万股 | $4,745.4万 | 77.5万股 | -6,494股-0.84% | 减仓 |
 微软MSFT |
| 2.51% | 2.72% | $3,972.7万 | 10.7万股 | $3,780.1万 | 10.2万股 | +4,385股+4.29% | 加仓 |
 亚马逊AMZN |
| 2.25% | 2.21% | $3,568.2万 | 15.0万股 | $3,071.2万 | 14.7万股 | +2,251股+1.53% | 加仓 |
 VisaV |
| 2.07% | 2% | $3,279.0万 | 9.6万股 | $2,783.2万 | 9.2万股 | +3,484股+3.78% | 加仓 |
 默沙东MRK |
| 2.07% | 2.16% | $3,274.0万 | 25.5万股 | $3,006.2万 | 25.0万股 | +4,876股+1.95% | 加仓 |
 好市多COST |
| 2.06% | 2.47% | $3,258.2万 | 3.5万股 | $3,425.9万 | 3.4万股 | +448股+1.30% | 加仓 |
 伊顿ETN |
| 2% | 1.88% | $3,172.8万 | 7.4万股 | $2,612.1万 | 7.3万股 | +1,427股+1.95% | 加仓 |
 家得宝HD |
| 1.98% | 1.99% | $3,133.2万 | 8.9万股 | $2,764.0万 | 8.4万股 | +4,801股+5.71% | 加仓 |
 WASTE MGMT DELWM |
| 1.97% | 2.26% | $3,122.7万 | 14.0万股 | $3,133.3万 | 13.6万股 | +3,752股+2.75% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.95% | 1.99% | $3,093.7万 | 17.1万股 | $2,765.9万 | 16.7万股 | +3,717股+2.22% | 加仓 |
 TJXTJX |
| 1.94% | 2.29% | $3,068.4万 | 20.3万股 | $3,180.8万 | 19.9万股 | +3,362股+1.69% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 1.7% | 1.72% | $2,688.7万 | 62.3万股 | $2,395.6万 | 60.8万股 | +1.6万股+2.59% | 加仓 |
 贝莱德·INC COMBLK |
| 1.7% | 1.88% | $2,688.0万 | 2.8万股 | $2,615.5万 | 2.7万股 | +758股+2.79% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.44% | 1.26% | $2,286.7万 | 23.8万股 | $1,749.7万 | 24.1万股 | -3,572股-1.48% | 减仓 |
 VICI PPTYS COMVICI |
| 1.37% | 1.47% | $2,169.9万 | 81.7万股 | $2,043.2万 | 74.8万股 | +6.9万股+9.28% | 加仓 |
 PALO ALTOPANW |
| 1.31% | 0.63% | $2,073.9万 | 6.1万股 | $881.9万 | 5.5万股 | +5,809股+10.56% | 加仓 |
 DTE ENERGY COMDTE |
| 1.31% | 1.39% | $2,070.9万 | 13.6万股 | $1,926.0万 | 13.2万股 | +4,193股+3.18% | 加仓 |
 雅培ABT |
| 1.28% | 1.54% | $2,033.2万 | 22.4万股 | $2,142.6万 | 20.9万股 | +1.5万股+7.37% | 加仓 |
 摩根士丹利MS |
| 1.25% | 1.15% | $1,973.8万 | 9.4万股 | $1,604.0万 | 9.7万股 | -3,041股-3.12% | 减仓 |
 CrowdStrikeCRWD |
| 1.17% | 0.61% | $1,846.0万 | 2.4万股 | $841.6万 | 2.2万股 | +2,631股+12.20% | 加仓 |
 XCEL ENERGY COMXEL |
| 1.08% | 1.2% | $1,703.7万 | 21.2万股 | $1,670.3万 | 21.0万股 | +1,905股+0.91% | 加仓 |
| N新纪元能源NEE |
| 1.03% | 1.21% | $1,625.5万 | 18.5万股 | $1,686.2万 | 18.2万股 | +3,657股+2.01% | 加仓 |
 WELLTOWER COMWELL |
| 1.01% | 0.97% | $1,596.4万 | 7.0万股 | $1,352.4万 | 6.8万股 | +1,933股+2.83% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.96% | 1.71% | $1,519.3万 | 12.3万股 | $2,375.7万 | 15.1万股 | -2.8万股-18.30% | 减仓 |
 ROYAL CARIBBEANRCL |
| 0.85% | — | $1,339.8万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 英伟达NVDA |
| 0.83% | 0.29% | $1,310.3万 | 6.5万股 | $399.6万 | 2.3万股 | +4.3万股+185.79% | 加仓 |
 SERVICE INTLSCI |
| 0.82% | — | $1,303.0万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
 T-MOBILE US COMTMUS |
| 0.82% | 1.43% | $1,293.2万 | 7.7万股 | $1,981.2万 | 9.4万股 | -1.7万股-18.27% | 减仓 |
| IiShares安硕信托AGG |
| 0.8% | 0.77% | $1,264.5万 | 12.8万股 | $1,073.1万 | 10.8万股 | +2.0万股+18.18% | 加仓 |
| RROLLINS COMROL |
| 0.78% | 1.47% | $1,230.1万 | 29.5万股 | $2,042.3万 | 38.2万股 | -8.8万股-22.93% | 减仓 |
 百事可乐PEP |
| 0.75% | 0.96% | $1,184.4万 | 8.7万股 | $1,327.7万 | 8.5万股 | +1,974股+2.31% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.43% | 0.49% | $683.0万 | 14.8万股 | $679.8万 | 14.8万股 | +753股+0.51% | 加仓 |
| BBANK OF AMERBAC |
| 0.35% | 0.35% | $558.9万 | 9.8万股 | $491.2万 | 10.1万股 | -2,674股-2.65% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT INDUSTRIALS ETFRSP |
| 0.34% | 0.06% | $532.3万 | 8.3万股 | $82.2万 | 1.4万股 | +6.9万股+482.42% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.32% | — | $509.1万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.32% | 0.31% | $498.7万 | 2.1万股 | $433.4万 | 2.0万股 | +921股+4.57% | 加仓 |
 雷神技术RTX |
| 0.29% | 0.33% | $458.0万 | 2.4万股 | $459.9万 | 2.4万股 | +299股+1.25% | 加仓 |
 谷歌AGOOGL |
| 0.28% | 0.26% | $447.0万 | 1.3万股 | $365.3万 | 1.3万股 | -194股-1.53% | 减仓 |
 德州仪器TXN |
| 0.28% | 0.21% | $442.1万 | 1.5万股 | $287.4万 | 1.5万股 | +28股+0.19% | 加仓 |
