| IiShares安硕信托IVV |
| 7.81% | 8.96% | $1,188.3万 | 1.6万股 | $1,040.8万 | 1.6万股 | -65股-0.41% | 减仓 |
 美光科技MU |
| 7.73% | 2.94% | $1,175.1万 | 1.0万股 | $341.9万 | 1.0万股 | +60股+0.59% | 加仓 |
| NNEOS ETF TRUSTSPYI |
| 5.48% | 6.08% | $834.0万 | 15.7万股 | $705.4万 | 14.3万股 | +1.4万股+9.93% | 加仓 |
| NNEOS ETF TRUSTQQQI |
| 5.46% | 5.3% | $830.8万 | 14.6万股 | $614.7万 | 12.4万股 | +2.3万股+18.25% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 5.3% | 6.03% | $806.3万 | 1.5万股 | $699.6万 | 1.5万股 | +330股+2.18% | 加仓 |
 微软MSFT |
| 3.94% | 5.16% | $598.8万 | 1.6万股 | $598.7万 | 1.6万股 | -120股-0.74% | 减仓 |
 苹果AAPL |
| 3.67% | 4.43% | $557.4万 | 1.9万股 | $514.3万 | 2.0万股 | -1,000股-4.93% | 减仓 |
 摩根大通JPM |
| 3.32% | 3.91% | $505.3万 | 1.5万股 | $454.1万 | 1.5万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.26% | 2.52% | $343.6万 | 1.7万股 | $292.1万 | 1.7万股 | +425股+2.54% | 加仓 |
 EATON VANCE ENHANCED EQUITY IN COMEOS |
| 2.14% | 2.77% | $325.8万 | 14.8万股 | $321.9万 | 15.7万股 | -9,500股-6.04% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.91% | 2.17% | $289.7万 | 3,880股 | $252.3万 | 3,880股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 1.89% | 1.78% | $288.0万 | 2,451股 | $207.1万 | 2,373股 | +78股+3.29% | 加仓 |
| MMASTECMTZ |
| 1.85% | 1.87% | $281.5万 | 6,765股 | $216.7万 | 6,735股 | +30股+0.45% | 加仓 |
 ANTERO MIDSTREAMAM |
| 1.84% | 2.45% | $279.6万 | 12.3万股 | $285.0万 | 12.5万股 | -2,100股-1.68% | 减仓 |
| SSpaceXSPCX |
| 1.74% | — | $264.5万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 联合健康UNH |
| 1.46% | 0.82% | $221.9万 | 5,338股 | $94.8万 | 3,505股 | +1,833股+52.30% | 加仓 |
 埃克森美孚XOM |
| 1.36% | 2.25% | $207.5万 | 1.5万股 | $260.9万 | 1.5万股 | -200股-1.30% | 减仓 |
| SSANDISK COMSNDK |
| 1.27% | 0.13% | $193.5万 | 851股 | $14.9万 | 235股 | +616股+262.13% | 加仓 |
 摩根士丹利MS |
| 1.25% | 1.27% | $190.3万 | 9,105股 | $147.7万 | 8,975股 | +130股+1.45% | 加仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 1.25% | 1.36% | $190.2万 | 1.3万股 | $158.2万 | 1.9万股 | -5,860股-31.34% | 减仓 |
 高盛GS |
| 1.19% | 1.37% | $180.5万 | 1,785股 | $158.6万 | 1,875股 | -90股-4.80% | 减仓 |
 艾伯维ABBV |
| 1.11% | 1.3% | $168.5万 | 6,695股 | $151.0万 | 6,945股 | -250股-3.60% | 减仓 |
 LumentumLITE |
| 1.03% | 1.22% | $156.2万 | 1,820股 | $142.0万 | 2,020股 | -200股-9.90% | 减仓 |
 Bloom EnergyBE |
| 1.02% | 0.48% | $154.4万 | 5,100股 | $56.2万 | 4,150股 | +950股+22.89% | 加仓 |
| PProShares信托USD |
| 0.99% | 0.58% | $149.8万 | 1.4万股 | $66.9万 | 1.4万股 | +410股+2.94% | 加仓 |
 VisaV |
| 0.98% | 1.13% | $148.6万 | 4,330股 | $130.9万 | 4,330股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.97% | 0.93% | $147.6万 | 3,950股 | $108.5万 | 3,825股 | +125股+3.27% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.91% | 1.2% | $138.7万 | 6,200股 | $139.0万 | 7,450股 | -1,250股-16.78% | 减仓 |
 ALLY FINLALLY |
| 0.74% | 0.86% | $113.2万 | 2.5万股 | $100.4万 | 2.6万股 | -950股-3.71% | 减仓 |
 家得宝HD |
| 0.72% | 0.92% | $109.7万 | 3,110股 | $106.6万 | 3,240股 | -130股-4.01% | 减仓 |
 万事达MA |
| 0.7% | 0.9% | $106.6万 | 2,075股 | $104.7万 | 2,095股 | -20股-0.95% | 减仓 |
| IiShares安硕·DOW JONES U.S. ETFIYY |
| 0.63% | 0.99% | $95.2万 | 5,220股 | $114.4万 | 7,220股 | -2,000股-27.70% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.62% | 0.71% | $94.7万 | 1.5万股 | $82.8万 | 1.5万股 | +500股+3.35% | 加仓 |
| I景顺QQQ信托VOO |
| 0.58% | 0.4% | $88.4万 | 1,200股 | $46.2万 | 800股 | +400股+50.00% | 加仓 |
| YYIELDMAX NVDA OPTION INCOME STRATEGY ETFNVDY |
| 0.55% | 0.26% | $83.6万 | 6.7万股 | $30.6万 | 2.4万股 | +4.4万股+184.92% | 加仓 |
 VIKING ORD SHSVIK |
| 0.54% | 0.49% | $82.7万 | 7,900股 | $56.6万 | 7,700股 | +200股+2.60% | 加仓 |
 PLAINS ALL AMERN PIPELINE LPAA |
| 0.52% | 0.76% | $78.5万 | 3.5万股 | $88.2万 | 3.9万股 | -4,200股-10.64% | 减仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.5% | 0.55% | $75.4万 | 8,506股 | $64.0万 | 8,406股 | +100股+1.19% | 加仓 |
 钢铁动力STLD |
| 0.49% | 0.39% | $74.3万 | 3,240股 | $45.0万 | 2,500股 | +740股+29.60% | 加仓 |
| DDirexion股票ETF信托SPUU |
| 0.48% | 0.72% | $73.3万 | 3,400股 | $83.7万 | 5,060股 | -1,660股-32.81% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.59% | $73.1万 | 2,070股 | $68.0万 | 2,370股 | -300股-12.66% | 减仓 |
| RROUNDHILL TSLA WEEKLYPAY ETFTSLW |
| 0.43% | 0.46% | $66.1万 | 2.8万股 | $53.7万 | 2.3万股 | +4,900股+21.40% | 加仓 |
 阿斯利康AZN |
| 0.43% | — | $65.9万 | 3,475股 | $0 | 0股 | +3,475股 | 新买入 |
| EENERGY TRANSFER L PET |
| 0.42% | 0.57% | $63.3万 | 3.3万股 | $65.8万 | 3.4万股 | -1,000股-2.93% | 减仓 |
 VanEck ETF信托GDXJ |
| 0.39% | 0.01% | $59.7万 | 6,080股 | $6,002 | 50股 | +6,030股+12,060.00% | 加仓 |
 阿斯麦ASML |
| 0.39% | — | $59.7万 | 300股 | $0 | 0股 | +300股 | 新买入 |
 应用材料AMAT |
| 0.38% | — | $57.8万 | 800股 | $0 | 0股 | +800股 | 新买入 |
| C花旗集团C |
| 0.37% | — | $56.0万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
| DDYCOM INDSDY |
| 0.37% | 0.26% | $55.6万 | 1,100股 | $29.8万 | 880股 | +220股+25.00% | 加仓 |
 卡特彼勒CAT |
| 0.36% | 0.32% | $55.4万 | 520股 | $36.8万 | 520股 | 00.00% | 持仓不变 |
