| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 19.07% | 4.22% | $1.06亿 | 16.6万股 | $1,380.4万 | 4.2万股 | +12.4万股+294.82% | 加仓 |
 微软MSFT |
| 12.2% | 3.22% | $6,799.1万 | 18.2万股 | $1,053.2万 | 2.8万股 | +15.4万股+540.68% | 加仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 9.11% | — | $5,077.9万 | 23.0万股 | $0 | 0股 | +23.0万股 | 新买入 |
 亚马逊AMZN |
| 7.68% | 3.5% | $4,281.7万 | 29.6万股 | $1,147.3万 | 5.5万股 | +24.1万股+437.98% | 加仓 |
| IiShares安硕·COREIJH |
| 6.98% | 9.45% | $3,888.0万 | 50.5万股 | $3,094.0万 | 45.8万股 | +4.7万股+10.21% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 6.45% | 4.63% | $3,596.9万 | 17.8万股 | $1,517.6万 | 10.4万股 | +7.4万股+71.47% | 加仓 |
| SSPDR道富系列信托KOMP |
| 6.34% | 2.96% | $3,533.0万 | 45.8万股 | $969.7万 | 16.6万股 | +29.2万股+176.30% | 加仓 |
 霍尼韦尔HON |
| 4.1% | 2.21% | $2,283.7万 | 10.2万股 | $724.6万 | 3.2万股 | +7.0万股+218.02% | 加仓 |
| IiShares安硕URTH |
| 4.02% | 11.13% | $2,237.6万 | 11.0万股 | $3,645.4万 | 20.3万股 | -9.2万股-45.57% | 减仓 |
| IiShares安硕信托IXN |
| 3.66% | 9.05% | $2,038.8万 | 17.6万股 | $2,962.6万 | 29.6万股 | -12.0万股-40.53% | 减仓 |
 英伟达NVDA |
| 2.95% | 2.75% | $1,642.4万 | 10.4万股 | $899.5万 | 5.2万股 | +5.2万股+100.71% | 加仓 |
 切尼尔能源LNG |
| 2.68% | 1.64% | $1,491.3万 | 6.2万股 | $538.0万 | 1.9万股 | +4.3万股+229.09% | 加仓 |
| GGlobal X·COPPER MINERS ETFCOPX |
| 2.41% | 0.54% | $1,344.6万 | 17.8万股 | $176.4万 | 2.3万股 | +15.5万股+671.45% | 加仓 |
 谷歌AGOOGL |
| 1.9% | 2.22% | $1,061.3万 | 2.8万股 | $726.8万 | 2.5万股 | +3,178股+12.57% | 加仓 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 1.64% | 2.97% | $914.5万 | 19.8万股 | $972.5万 | 18.2万股 | +1.6万股+8.83% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.26% | 2.22% | $704.5万 | 2.0万股 | $725.6万 | 2.5万股 | -5,580股-22.06% | 减仓 |
 苹果AAPL |
| 1.25% | 2% | $697.2万 | 2.0万股 | $656.0万 | 2.6万股 | -6,117股-23.66% | 减仓 |
| IiShares安硕信托ICLN |
| 1.23% | 2.82% | $683.7万 | 34.2万股 | $923.5万 | 50.5万股 | -16.3万股-32.29% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.99% | 3.45% | $551.9万 | 5.2万股 | $1,130.2万 | 10.2万股 | -5.0万股-49.41% | 减仓 |
| VVanEck ETF信托GDX |
| 0.92% | 4.99% | $514.5万 | 6.7万股 | $1,635.4万 | 17.8万股 | -11.1万股-62.49% | 减仓 |
 PAYPAL COMPYPL |
| 0.86% | 1.54% | $480.9万 | 11.1万股 | $503.7万 | 11.1万股 | 00.00% | 持仓不变 |
| F富达Covington信托FNCL |
| 0.76% | 7.33% | $424.2万 | 5.5万股 | $2,399.9万 | 34.2万股 | -28.7万股-83.89% | 减仓 |
 LAUDER ESTEE COS CL AEL |
| 0.52% | 1.37% | $291.0万 | 3.7万股 | $447.8万 | 6.2万股 | -2.6万股-40.97% | 减仓 |
| V先锋领航国际股票指数基金VPL |
| 0.33% | 5.26% | $185.9万 | 1.6万股 | $1,722.3万 | 17.6万股 | -16.0万股-90.90% | 减仓 |
| F第一信托·USTCIBR |
| 0.26% | 4.4% | $144.3万 | 1.6万股 | $1,440.2万 | 23.0万股 | -21.4万股-93.02% | 减仓 |
| AAMPLIFY TRIPAY |
| 0.21% | 2.59% | $118.9万 | 2.6万股 | $849.1万 | 19.8万股 | -17.3万股-86.97% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.2% | 1.54% | $113.1万 | 2.5万股 | $505.8万 | 11.0万股 | -8.5万股-77.20% | 减仓 |
