| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 17.29% | 14.21% | $2,649.8万 | 4.1万股 | $1,783.2万 | 5.4万股 | -1.3万股-23.78% | 减仓 |
| V先锋领航全球基金VGT |
| 15.12% | 15.48% | $2,317.3万 | 19.4万股 | $1,943.0万 | 2.8万股 | +16.6万股+596.22% | 加仓 |
| IINVESCO EXCH TRADED FD TR II KBW PPTY CASUTKBWP |
| 9.54% | 8.63% | $1,462.3万 | 11.5万股 | $1,083.3万 | 9.1万股 | +2.4万股+26.70% | 加仓 |
| SSPDR行业精选信托XLY |
| 8.86% | 7.88% | $1,357.5万 | 11.6万股 | $989.4万 | 9.1万股 | +2.5万股+27.50% | 加仓 |
| F第一信托交易所交易基金FYC |
| 7.77% | 7.67% | $1,191.0万 | 8.9万股 | $962.2万 | 8.7万股 | +2,521股+2.90% | 加仓 |
| FFIDELITY MSCI COMMUNICATION SERVICES INDEX ETFFCOM |
| 7.56% | 6.84% | $1,158.3万 | 16.7万股 | $858.5万 | 12.6万股 | +4.1万股+32.28% | 加仓 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 7.52% | 5.99% | $1,153.0万 | 23.3万股 | $752.2万 | 14.1万股 | +9.2万股+65.49% | 加仓 |
| V先锋领航全球基金VDC |
| 4.48% | 3.99% | $687.2万 | 3.0万股 | $501.2万 | 2.2万股 | +8,162股+36.58% | 加仓 |
| IINVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETFPIZ |
| 3.09% | 2.55% | $473.5万 | 8.5万股 | $319.8万 | 6.5万股 | +2.0万股+31.18% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 3.08% | 2.68% | $471.9万 | 8.7万股 | $336.7万 | 6.4万股 | +2.4万股+36.94% | 加仓 |
 英伟达NVDA |
| 3.08% | 3.28% | $471.8万 | 2.4万股 | $411.2万 | 2.4万股 | 00.00% | 持仓不变 |
| I景顺·S&PRSPU |
| 2.92% | 2.38% | $447.4万 | 5.5万股 | $298.1万 | 3.7万股 | +1.8万股+50.02% | 加仓 |
| V先锋领航指数基金VOO |
| 2.74% | 2.9% | $420.2万 | 6,118股 | $364.2万 | 6,095股 | +23股+0.38% | 加仓 |
 AMD超威AMD |
| 1.71% | 0.73% | $261.9万 | 4,509股 | $91.7万 | 4,510股 | -1股-0.02% | 减仓 |
| PPGIM AAAPAAA |
| 0.92% | 1.19% | $141.0万 | 2.7万股 | $149.1万 | 2.9万股 | -1,645股-5.64% | 减仓 |
 博通AVGO |
| 0.53% | 0.53% | $81.0万 | 2,144股 | $66.4万 | 2,144股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金FTCS |
| 0.46% | 0.64% | $70.6万 | 7,514股 | $80.2万 | 8,650股 | -1,136股-13.13% | 减仓 |
 苹果AAPL |
| 0.4% | 0.43% | $61.8万 | 2,134股 | $54.3万 | 2,139股 | -5股-0.23% | 减仓 |
| IiShares安硕信托IWY |
| 0.36% | 1.21% | $54.4万 | 1,873股 | $152.0万 | 6,110股 | -4,237股-69.35% | 减仓 |
| DDICKS SPORTING GOODSDKS |
| 0.34% | 0.36% | $52.2万 | 2,300股 | $45.6万 | 2,300股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.3% | 0.3% | $45.6万 | 1.4万股 | $38.2万 | 9,943股 | +3,750股+37.71% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.27% | 0.31% | $41.4万 | 554股 | $39.0万 | 599股 | -45股-7.51% | 减仓 |
| F第一信托·USTFDN |
| 0.27% | 0.4% | $41.3万 | 1,562股 | $50.2万 | 2,144股 | -582股-27.15% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.21% | 0.9% | $32.4万 | 1,283股 | $113.5万 | 6,257股 | -4,974股-79.49% | 减仓 |
| F第一信托·EXCHANGE-TRADED ALPFTC |
| 0.21% | 0.24% | $31.8万 | 1,642股 | $30.7万 | 1,990股 | -348股-17.49% | 减仓 |
| IiShares安硕信托IWL |
| 0.18% | 1.65% | $28.0万 | 1,513股 | $206.9万 | 1.3万股 | -1.1万股-88.27% | 减仓 |
 VisaV |
| 0.18% | 0.19% | $27.8万 | 809股 | $24.5万 | 809股 | 00.00% | 持仓不变 |
| IiShares安硕信托ILCG |
| 0.16% | 0.33% | $24.5万 | 2,090股 | $40.9万 | 4,281股 | -2,191股-51.18% | 减仓 |
| IINVESCO EXCHANGE TRADED FD TR S&P500 EQL STPRSPS |
| 0.15% | 0.5% | $23.4万 | 7,815股 | $63.0万 | 2.1万股 | -1.4万股-63.43% | 减仓 |
| SSPDR黄金信托GLD |
| 0.15% | 0.19% | $22.3万 | 604股 | $23.5万 | 547股 | +57股+10.42% | 加仓 |
 ROKU COM CL AROKU |
| 0.14% | — | $20.7万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
