| SSPDR标普500 ETFSPY |
| 5.77% | 7.09% | $1,562.1万 | 2.3万股 | $1,499.2万 | 2.4万股 | -816股-3.36% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.08% | 6.39% | $1,375.1万 | 43.1万股 | $1,352.2万 | 46.3万股 | -3.2万股-6.91% | 减仓 |
| I景顺QQQ信托VOO |
| 4.87% | 6.24% | $1,317.2万 | 2.2万股 | $1,321.1万 | 2.4万股 | -2,008股-8.38% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 4.76% | 5.92% | $1,289.0万 | 6.6万股 | $1,253.0万 | 7.2万股 | -6,507股-9.00% | 减仓 |
| FFIDELITY MSCI COMMUNICATION SERVICES INDEX ETFFCOM |
| 3.9% | 3.97% | $1,054.3万 | 14.9万股 | $840.2万 | 13.0万股 | +1.9万股+14.59% | 加仓 |
 苹果AAPL |
| 3.17% | 2.23% | $857.6万 | 3.4万股 | $470.8万 | 2.3万股 | +1.1万股+46.77% | 加仓 |
| SSPDR行业精选信托XLY |
| 2.99% | 3.32% | $810.4万 | 6.8万股 | $703.3万 | 6.5万股 | +3,660股+5.65% | 加仓 |
 VanEck ETF信托SMH |
| 2.71% | 3.41% | $734.1万 | 2.2万股 | $720.7万 | 2.6万股 | -3,351股-12.97% | 减仓 |
 英伟达NVDA |
| 2.69% | 2.62% | $728.2万 | 3.9万股 | $553.4万 | 3.5万股 | +4,004股+11.43% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.57% | 1.51% | $696.8万 | 5.8万股 | $318.7万 | 2.9万股 | +2.9万股+98.11% | 加仓 |
 微软MSFT |
| 2.44% | 2.32% | $661.7万 | 1.3万股 | $490.7万 | 9,865股 | +2,910股+29.50% | 加仓 |
| G通用动力VTI |
| 2.38% | — | $644.4万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 摩根大通JPM |
| 2.03% | 1.79% | $549.2万 | 1.7万股 | $378.4万 | 1.3万股 | +4,359股+33.39% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.96% | 3.57% | $529.8万 | 9.8万股 | $755.8万 | 14.4万股 | -4.6万股-31.85% | 减仓 |
 谷歌AGOOGL |
| 1.91% | 1.39% | $518.1万 | 2.1万股 | $293.7万 | 1.7万股 | +4,648股+27.89% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.86% | — | $503.0万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
| S道富XLI |
| 1.86% | — | $502.8万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 亚马逊AMZN |
| 1.75% | 1.55% | $473.9万 | 2.2万股 | $328.4万 | 1.5万股 | +6,614股+44.19% | 加仓 |
| V先锋领航指数基金VTV |
| 1.55% | 3.93% | $419.4万 | 2.2万股 | $830.6万 | 4.7万股 | -2.5万股-52.14% | 减仓 |
 甲骨文ORCL |
| 1.42% | 1.33% | $384.8万 | 1.4万股 | $280.8万 | 1.3万股 | +840股+6.54% | 加仓 |
 T-MOBILE US COMTMUS |
| 1.42% | 1.16% | $384.3万 | 1.6万股 | $245.2万 | 1.0万股 | +5,764股+56.02% | 加仓 |
 博通AVGO |
| 1.38% | 1.35% | $373.6万 | 1.1万股 | $285.4万 | 1.0万股 | +970股+9.37% | 加仓 |
| IiShares安硕信托ITA |
| 1.36% | — | $369.2万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 好市多COST |
| 1.3% | 1.14% | $352.2万 | 3,805股 | $241.6万 | 2,441股 | +1,364股+55.88% | 加仓 |
 Meta平台META |
| 1.29% | 1.21% | $349.4万 | 4,758股 | $256.0万 | 3,468股 | +1,290股+37.20% | 加仓 |
 艾伯维ABBV |
| 1.29% | 0.91% | $349.0万 | 1.5万股 | $192.9万 | 1.0万股 | +4,678股+45.01% | 加仓 |
 沃尔玛WMT |
| 1.27% | 1.32% | $344.1万 | 3.3万股 | $280.3万 | 2.9万股 | +4,717股+16.45% | 加仓 |
 特斯拉TSLA |
| 1.24% | 0.94% | $336.0万 | 7,556股 | $199.4万 | 6,276股 | +1,280股+20.40% | 加仓 |
 家得宝HD |
| 1.22% | 1.27% | $330.1万 | 8,146股 | $269.3万 | 7,345股 | +801股+10.91% | 加仓 |
| N新纪元能源NEE |
| 1.2% | 1.26% | $324.9万 | 4.3万股 | $266.4万 | 3.8万股 | +4,670股+12.17% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.19% | 1.02% | $322.2万 | 3.8万股 | $215.1万 | 2.7万股 | +1.2万股+43.19% | 加仓 |
 礼来LLY |
| 1.13% | 1.01% | $306.1万 | 4,012股 | $213.7万 | 2,742股 | +1,270股+46.32% | 加仓 |
 埃克森美孚XOM |
| 1.13% | 0.92% | $305.5万 | 2.7万股 | $194.4万 | 1.8万股 | +9,060股+50.24% | 加仓 |
 万事达MA |
| 1.13% | 1% | $304.8万 | 5,359股 | $212.0万 | 3,773股 | +1,586股+42.04% | 加仓 |
| V先锋领航全球基金VPU |
| 1.06% | 1.27% | $286.5万 | 1.5万股 | $269.7万 | 1.5万股 | -151股-0.99% | 减仓 |
| IiShares安硕信托IAI |
| 0.89% | — | $241.9万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 台积电TSM |
| 0.87% | 0.42% | $236.2万 | 8,457股 | $88.4万 | 3,905股 | +4,552股+116.57% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.79% | 0.84% | $213.3万 | 3,056股 | $178.7万 | 2,329股 | +727股+31.22% | 加仓 |
 VisaV |
| 0.77% | 0.7% | $209.7万 | 6,142股 | $147.2万 | 4,145股 | +1,997股+48.18% | 加仓 |
 NETFLIXNFLX |
| 0.76% | 0.76% | $206.6万 | 1,723股 | $160.7万 | 1,200股 | +523股+43.58% | 加仓 |
 可口可乐KO |
| 0.75% | 0.66% | $201.9万 | 3.0万股 | $140.1万 | 2.0万股 | +1.1万股+53.71% | 加仓 |
 WASTE MGMT DELWM |
| 0.74% | 0.61% | $199.6万 | 9,037股 | $129.6万 | 5,666股 | +3,371股+59.50% | 加仓 |
 贝莱德·INC COMBLK |
| 0.72% | 0.66% | $194.5万 | 1,668股 | $140.4万 | 1,339股 | +329股+24.57% | 加仓 |
| F富达Covington信托FBCG |
| 0.59% | 0.61% | $160.2万 | 3.0万股 | $128.8万 | 2.7万股 | +3,160股+11.83% | 加仓 |
| FFIDELITY MSCI ENERGY INDEX ETFFENY |
| 0.59% | 2.79% | $158.7万 | 6.4万股 | $591.1万 | 25.2万股 | -18.8万股-74.54% | 减仓 |
| VVANECK RETAIL ETFRTH |
| 0.56% | — | $151.3万 | 6,030股 | $0 | 0股 | +6,030股 | 新买入 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.56% | 0.15% | $151.0万 | 1.1万股 | $31.8万 | 2,472股 | +8,693股+351.66% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.53% | 3.89% | $144.4万 | 3.3万股 | $822.3万 | 19.6万股 | -16.3万股-83.06% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.52% | 2.85% | $141.7万 | 1.0万股 | $602.3万 | 4.5万股 | -3.5万股-77.75% | 减仓 |
 帕兰提尔PLTR |
| 0.51% | 0.48% | $137.8万 | 7,554股 | $102.5万 | 7,519股 | +35股+0.47% | 加仓 |
