 西部数据WDC |
| 7.56% | 1.04% | $803.6万 | 1.3万股 | $90.3万 | 3,340股 | +9,241股+276.68% | 加仓 |
 英伟达NVDA |
| 6.92% | 11.19% | $735.6万 | 3.7万股 | $971.5万 | 5.6万股 | -1.9万股-34.01% | 减仓 |
 英特尔INTC |
| 4.85% | — | $515.8万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 REDDIT CL ARDDT |
| 4.58% | — | $486.7万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 AMD超威AMD |
| 3.94% | 1.69% | $419.5万 | 7,222股 | $146.9万 | 7,222股 | 00.00% | 持仓不变 |
 GE航空GE |
| 3.89% | 3.22% | $413.5万 | 1.1万股 | $279.5万 | 9,851股 | +1,213股+12.31% | 加仓 |
| SSPDR道富系列信托BIL |
| 3.71% | 4.86% | $394.8万 | 4.3万股 | $421.9万 | 4.6万股 | -2,961股-6.43% | 减仓 |
 Meta平台META |
| 3.66% | 4.58% | $389.6万 | 6,916股 | $398.0万 | 6,956股 | -40股-0.58% | 减仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 3.51% | — | $373.2万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 应用材料AMAT |
| 3.24% | — | $344.9万 | 4,770股 | $0 | 0股 | +4,770股 | 新买入 |
 甲骨文ORCL |
| 2.99% | — | $317.9万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| DDirexion股票ETF信托SOXL |
| 2.9% | 3.32% | $308.7万 | 1.2万股 | $288.1万 | 6.0万股 | -4.9万股-80.75% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.88% | 2.77% | $305.8万 | 4,095股 | $240.3万 | 3,695股 | +400股+10.83% | 加仓 |
 谷歌AGOOGL |
| 2.72% | 1.75% | $288.9万 | 8,084股 | $152.0万 | 5,287股 | +2,797股+52.90% | 加仓 |
| S道富SPYM |
| 2.32% | 2.58% | $246.9万 | 2.8万股 | $224.0万 | 2.9万股 | -1,172股-4.01% | 减仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 2.31% | 5.08% | $245.3万 | 13.0万股 | $441.0万 | 18.1万股 | -5.1万股-28.11% | 减仓 |
| IINNOVATOR ETFS TRUST NASDAQ-100 MANAGED FLOOR ETFQFLR |
| 2.28% | 2.57% | $242.0万 | 6.6万股 | $222.9万 | 6.7万股 | -600股-0.90% | 减仓 |
| LLUMEN TECHNOLOGIESLUMN |
| 1.99% | 1.31% | $212.2万 | 27.6万股 | $114.0万 | 16.4万股 | +11.2万股+68.46% | 加仓 |
| SSSGA ACTIVE TRXLSR |
| 1.89% | 1.76% | $200.9万 | 3.1万股 | $152.8万 | 2.6万股 | +4,510股+17.04% | 加仓 |
| S道富SPTI |
| 1.81% | 2.31% | $192.1万 | 6.8万股 | $200.7万 | 7.0万股 | -2,364股-3.38% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.81% | 1.99% | $192.1万 | 1.5万股 | $173.1万 | 4,059股 | +1.1万股+281.15% | 加仓 |
 美光科技MU |
| 1.67% | — | $177.8万 | 1,540股 | $0 | 0股 | +1,540股 | 新买入 |
| F富达Covington信托FBCG |
| 1.65% | 1.58% | $175.3万 | 2.8万股 | $136.9万 | 2.7万股 | +910股+3.33% | 加仓 |
| IiShares安硕信托AGG |
| 1.51% | 1.95% | $160.8万 | 1.6万股 | $169.4万 | 1.7万股 | -816股-4.78% | 减仓 |
| SSPDR道富指数基金SPDW |
| 1.39% | 1.35% | $147.9万 | 2.9万股 | $117.1万 | 2.6万股 | +3,692股+14.39% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.38% | 1.3% | $146.4万 | 2.8万股 | $112.9万 | 2.4万股 | +4,216股+17.52% | 加仓 |
 亚马逊AMZN |
| 1.31% | 2.91% | $139.5万 | 5,853股 | $252.5万 | 1.2万股 | -6,271股-51.72% | 减仓 |
| PPROSHARES ULTRAPRO QQQTQQQ |
| 1.21% | 2.62% | $128.6万 | 1.6万股 | $227.3万 | 5.5万股 | -3.9万股-70.88% | 减仓 |
| SSpaceXSPCX |
| 1.04% | — | $110.6万 | 6,475股 | $0 | 0股 | +6,475股 | 新买入 |
 NEBIUSNBIS |
| 1.01% | — | $107.7万 | 3,900股 | $0 | 0股 | +3,900股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.89% | 0.82% | $95.1万 | 7,954股 | $71.4万 | 1,023股 | +6,931股+677.52% | 加仓 |
 特斯拉TSLA |
| 0.89% | 1.41% | $94.6万 | 2,248股 | $122.2万 | 3,286股 | -1,038股-31.59% | 减仓 |
| NNEOS ETF TRUSTQQQI |
| 0.83% | 0.8% | $88.1万 | 1.6万股 | $69.3万 | 1.4万股 | +1,558股+11.17% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.82% | 1.12% | $87.0万 | 6,885股 | $97.3万 | 6,985股 | -100股-1.43% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.7% | 0.79% | $74.5万 | 9,791股 | $68.7万 | 1.0万股 | -240股-2.39% | 减仓 |
| S道富SPSM |
| 0.67% | 0.61% | $71.2万 | 1.2万股 | $52.5万 | 1.1万股 | +1,476股+13.57% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.67% | 0.75% | $70.9万 | 4,844股 | $64.9万 | 5,064股 | -220股-4.34% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.66% | 0.77% | $70.4万 | 1.2万股 | $66.7万 | 1.4万股 | -1,866股-13.00% | 减仓 |
| SSPDR道富系列信托XAR |
| 0.65% | 0.71% | $69.4万 | 2,444股 | $62.1万 | 2,444股 | 00.00% | 持仓不变 |
 MAGNOLIA OIL & GASMGY |
| 0.63% | 2.13% | $66.5万 | 2.6万股 | $185.3万 | 5.9万股 | -3.3万股-55.71% | 减仓 |
 ALTRIAMO |
| 0.62% | 0.7% | $66.0万 | 9,177股 | $61.2万 | 9,277股 | -100股-1.08% | 减仓 |
 洛克希德马丁LMT |
| 0.58% | 0.84% | $61.6万 | 1,210股 | $73.3万 | 1,212股 | -2股-0.17% | 减仓 |
 NETFLIXNFLX |
| 0.56% | 0.92% | $59.6万 | 8,350股 | $80.3万 | 8,350股 | 00.00% | 持仓不变 |
 SPROUTS FMRS MKTSFM |
| 0.54% | 0.95% | $57.5万 | 6,800股 | $82.5万 | 1.1万股 | -3,900股-36.45% | 减仓 |
| IInnovator·U.S. EQUITY 10 BUFFER ETF - QUARTERLYZALT |
| 0.53% | 1.01% | $56.3万 | 1.7万股 | $87.7万 | 2.7万股 | -1.0万股-38.45% | 减仓 |
| RRACKSPACE TECHNOLOGYRXT |
| 0.5% | — | $52.7万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 百事可乐PEP |
| 0.49% | 0.68% | $51.6万 | 3,812股 | $59.2万 | 3,812股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.48% | 0.51% | $50.8万 | 1,755股 | $44.5万 | 1,755股 | 00.00% | 持仓不变 |
| S道富SPMD |
| 0.44% | 0.4% | $47.2万 | 6,983股 | $35.1万 | 5,927股 | +1,056股+17.82% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.4% | 0.36% | $42.5万 | 4,415股 | $31.5万 | 3,287股 | +1,128股+34.32% | 加仓 |
