| SSPDR道富系列信托BIL |
| 17.53% | 18.72% | $3,838.1万 | 41.9万股 | $3,548.7万 | 38.7万股 | +3.2万股+8.15% | 加仓 |
| IiShares安硕信托IVV |
| 3.31% | 0.69% | $724.4万 | 9,673股 | $131.1万 | 2,006股 | +7,667股+382.20% | 加仓 |
 特斯拉TSLA |
| 3.21% | 3.21% | $703.2万 | 1.7万股 | $608.5万 | 1.6万股 | +350股+2.14% | 加仓 |
 苹果AAPL |
| 3.17% | 3.25% | $693.6万 | 2.4万股 | $615.9万 | 2.4万股 | -296股-1.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.46% | 2.41% | $538.2万 | 1.5万股 | $457.4万 | 1.6万股 | -712股-4.47% | 减仓 |
| IiShares黄金信托IAU |
| 2.4% | 3.2% | $524.9万 | 7.0万股 | $607.1万 | 6.9万股 | +652股+0.95% | 加仓 |
 哈勃HUBB |
| 1.94% | 2.1% | $424.3万 | 8,110股 | $397.7万 | 8,105股 | +5股+0.06% | 加仓 |
 博通AVGO |
| 1.86% | 1% | $406.8万 | 1.1万股 | $189.5万 | 6,122股 | +4,648股+75.92% | 加仓 |
 美光科技MU |
| 1.85% | 0.89% | $404.0万 | 3,500股 | $168.9万 | 5,000股 | -1,500股-30.00% | 减仓 |
| AASTERA LABSALAB |
| 1.76% | 0.58% | $386.4万 | 8,000股 | $109.6万 | 1.0万股 | -2,000股-20.00% | 减仓 |
 Bloom EnergyBE |
| 1.66% | 1% | $363.2万 | 1.2万股 | $189.7万 | 1.4万股 | -2,000股-14.29% | 减仓 |
 微软MSFT |
| 1.42% | 1.78% | $310.1万 | 8,313股 | $336.8万 | 9,100股 | -787股-8.65% | 减仓 |
 VESTISVSTS |
| 1.4% | 0.74% | $307.1万 | 21.1万股 | $140.1万 | 17.8万股 | +3.3万股+18.62% | 加仓 |
 阿斯麦ASML |
| 1.4% | 1.23% | $306.0万 | 1,538股 | $232.3万 | 1,759股 | -221股-12.56% | 减仓 |
 英伟达NVDA |
| 1.26% | 0.95% | $275.0万 | 1.4万股 | $179.9万 | 1.0万股 | +3,429股+33.25% | 加仓 |
 台积电TSM |
| 1.24% | 1.66% | $271.0万 | 5,674股 | $314.0万 | 9,292股 | -3,618股-38.94% | 减仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 1.22% | 0.89% | $266.7万 | 1.8万股 | $169.2万 | 2.0万股 | -2,000股-10.00% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.14% | 0.89% | $249.9万 | 3,553股 | $169.1万 | 2,742股 | +811股+29.58% | 加仓 |
| N新纪元能源NEE |
| 1.13% | 0.7% | $248.4万 | 2.8万股 | $132.0万 | 1.4万股 | +1.4万股+99.20% | 加仓 |
| SSPDR黄金信托GLD |
| 1.1% | 1.48% | $240.0万 | 6,516股 | $280.4万 | 6,516股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 1.08% | 0.61% | $236.9万 | 5,467股 | $115.2万 | 5,392股 | +75股+1.39% | 加仓 |
 AMD超威AMD |
| 1.06% | 0.22% | $233.1万 | 4,012股 | $41.4万 | 2,035股 | +1,977股+97.15% | 加仓 |
| G通用动力VTI |
| 1.05% | 0.86% | $230.7万 | 6,235股 | $163.6万 | 5,101股 | +1,134股+22.23% | 加仓 |
| SSANDISK COMSNDK |
| 1.04% | 0.67% | $227.4万 | 1,000股 | $127.1万 | 2,000股 | -1,000股-50.00% | 减仓 |
 好市多COST |
| 1.03% | 1.22% | $226.0万 | 2,416股 | $232.1万 | 2,330股 | +86股+3.69% | 加仓 |
 摩根大通JPM |
| 1.03% | 0.7% | $225.0万 | 6,874股 | $132.1万 | 4,492股 | +2,382股+53.03% | 加仓 |
 亚马逊AMZN |
| 1.02% | 1.1% | $224.3万 | 9,410股 | $208.3万 | 1.0万股 | -593股-5.93% | 减仓 |
 SITIMESITM |
| 1.02% | — | $223.7万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
| S嘉信策略信托SCHF |
| 0.98% | 0.17% | $215.5万 | 7.8万股 | $32.1万 | 1.3万股 | +6.5万股+500.64% | 加仓 |
 LumentumLITE |
| 0.98% | 1.11% | $214.5万 | 2,500股 | $210.8万 | 3,000股 | -500股-16.67% | 减仓 |
 Meta平台META |
| 0.96% | 0.51% | $210.7万 | 3,740股 | $97.4万 | 1,703股 | +2,037股+119.61% | 加仓 |
 Arista网络ANET |
| 0.96% | 0.92% | $210.4万 | 1.2万股 | $174.9万 | 1.4万股 | -1,861股-13.06% | 减仓 |
| IiShares安硕·COREIJH |
| 0.92% | 0.78% | $202.5万 | 2.6万股 | $148.1万 | 2.2万股 | +4,320股+19.69% | 加仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.91% | — | $200.0万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
 伊顿ETN |
| 0.89% | 1.05% | $195.6万 | 4,590股 | $198.5万 | 5,549股 | -959股-17.28% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.88% | 0.29% | $192.7万 | 6,360股 | $54.6万 | 2,300股 | +4,060股+176.52% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.85% | 1.11% | $186.2万 | 2.0万股 | $210.5万 | 2.3万股 | -2,581股-11.32% | 减仓 |
| V先锋领航指数基金VOO |
| 0.85% | 0.71% | $185.1万 | 2,514股 | $133.7万 | 2,316股 | +198股+8.55% | 加仓 |
| IiShares安硕信托DVY |
| 0.81% | 0.91% | $177.9万 | 1.1万股 | $172.4万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.81% | 0.79% | $177.9万 | 1.2万股 | $149.1万 | 1.2万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.8% | 0.69% | $176.2万 | 1,500股 | $130.9万 | 1,500股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.8% | 0.91% | $175.4万 | 3.5万股 | $173.0万 | 3.5万股 | 00.00% | 持仓不变 |
 BUNGE GLOBALBG |
| 0.79% | 1.08% | $172.0万 | 1.6万股 | $205.0万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.78% | 0.95% | $171.7万 | 1.7万股 | $179.8万 | 1.8万股 | -799股-4.47% | 减仓 |
 卡特彼勒CAT |
| 0.78% | 0.6% | $171.4万 | 1,610股 | $114.3万 | 1,613股 | -3股-0.19% | 减仓 |
 礼来LLY |
| 0.78% | 0.69% | $170.3万 | 1,420股 | $130.6万 | 1,420股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.71% | 0.9% | $156.3万 | 1.9万股 | $169.7万 | 2.1万股 | -1,517股-7.38% | 减仓 |
 沃尔玛WMT |
| 0.68% | 0.99% | $149.6万 | 1.3万股 | $187.9万 | 1.5万股 | -1,911股-12.64% | 减仓 |
| IiShares安硕信托IXUS |
| 0.66% | 0.62% | $145.2万 | 1.5万股 | $116.8万 | 1.3万股 | +1,737股+12.89% | 加仓 |
 联合健康UNH |
| 0.59% | 0.7% | $128.3万 | 3,088股 | $133.6万 | 4,937股 | -1,849股-37.45% | 减仓 |
