| PProShares信托QLD |
| 19.64% | 14.75% | $3,454.9万 | 35.7万股 | $1,692.9万 | 27.8万股 | +8.0万股+28.66% | 加仓 |
 美光科技MU |
| 7.54% | 2.63% | $1,326.3万 | 1.1万股 | $302.2万 | 8,946股 | +2,542股+28.41% | 加仓 |
| PProShares信托SSO |
| 6.33% | 7.62% | $1,113.4万 | 16.5万股 | $874.9万 | 16.9万股 | -3,396股-2.01% | 减仓 |
| V先锋领航指数基金VOO |
| 5.59% | 7.21% | $982.7万 | 1.3万股 | $827.7万 | 1.4万股 | -996股-6.95% | 减仓 |
 希捷STX |
| 5.28% | 3.99% | $928.6万 | 9,623股 | $458.2万 | 1.2万股 | -2,071股-17.71% | 减仓 |
| PProShares信托USD |
| 5.08% | 3.77% | $893.6万 | 8.6万股 | $432.6万 | 9.0万股 | -4,520股-5.01% | 减仓 |
| F富达Covington信托FBCG |
| 3.8% | 3.82% | $668.2万 | 10.8万股 | $438.6万 | 8.8万股 | +2.0万股+22.94% | 加仓 |
| F富达Covington信托FFLC |
| 3.66% | 5.31% | $643.1万 | 10.9万股 | $609.4万 | 11.9万股 | -9,648股-8.12% | 减仓 |
| DDirexion股票ETF信托MUU |
| 3.28% | 0.77% | $577.1万 | 5,502股 | $88.1万 | 7,314股 | -1,812股-24.77% | 减仓 |
| AASTERA LABSALAB |
| 3.1% | — | $545.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 英伟达NVDA |
| 2.99% | 4.19% | $525.8万 | 2.6万股 | $480.3万 | 2.8万股 | -1,260股-4.58% | 减仓 |
 西部数据WDC |
| 2.98% | 2.19% | $524.0万 | 8,204股 | $251.8万 | 9,309股 | -1,105股-11.87% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 2.88% | 2.37% | $507.2万 | 6,043股 | $272.5万 | 6,690股 | -647股-9.67% | 减仓 |
 相干公司COHR |
| 2.69% | 2.64% | $473.4万 | 1.2万股 | $303.4万 | 1.3万股 | -734股-5.76% | 减仓 |
| CCOMFORT SYS USAFIX |
| 2.68% | 3.2% | $472.1万 | 2,383股 | $367.6万 | 2,667股 | -284股-10.65% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 2.35% | 1.84% | $413.8万 | 6,459股 | $210.8万 | 6,415股 | +44股+0.69% | 加仓 |
| DDirexion股票ETF信托SPUU |
| 1.77% | 1.96% | $311.2万 | 1.4万股 | $225.0万 | 1.4万股 | +827股+6.08% | 加仓 |
 迈威尔MRVL |
| 1.39% | — | $245.2万 | 8,231股 | $0 | 0股 | +8,231股 | 新买入 |
 CrowdStrikeCRWD |
| 1.38% | — | $242.3万 | 3,173股 | $0 | 0股 | +3,173股 | 新买入 |
| PPACER FDS TR TRENDPILOT 100PTNQ |
| 1.36% | 1.79% | $239.2万 | 2.7万股 | $205.8万 | 2.8万股 | -1,224股-4.34% | 减仓 |
 帕兰提尔PLTR |
| 1.01% | 4.06% | $177.5万 | 1.5万股 | $466.0万 | 3.2万股 | -1.7万股-52.24% | 减仓 |
 泛林集团LRCX |
| 0.89% | 0.67% | $157.3万 | 3,629股 | $76.7万 | 3,589股 | +40股+1.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.84% | 1.1% | $148.4万 | 4,201股 | $126.3万 | 4,405股 | -204股-4.63% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.84% | 0.68% | $146.9万 | 4,849股 | $78.0万 | 3,282股 | +1,567股+47.75% | 加仓 |
| PProShares信托EET |
| 0.78% | 1.34% | $136.5万 | 1.2万股 | $153.4万 | 1.8万股 | -6,707股-36.61% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.77% | 1.19% | $135.4万 | 1.4万股 | $137.1万 | 1.4万股 | -54股-0.38% | 减仓 |
| DDirexion股票ETF信托MRVU |
| 0.73% | — | $127.7万 | 5,580股 | $0 | 0股 | +5,580股 | 新买入 |
| IiShares安硕信托ICVT |
| 0.63% | — | $110.4万 | 9,070股 | $0 | 0股 | +9,070股 | 新买入 |
| PPacer基金信托COWZ |
| 0.58% | 1.05% | $101.9万 | 1.6万股 | $120.9万 | 1.9万股 | -2,941股-15.22% | 减仓 |
 苹果AAPL |
| 0.56% | 1.31% | $99.0万 | 3,420股 | $150.3万 | 5,921股 | -2,501股-42.24% | 减仓 |
| DDirexion股票ETF信托NVDU |
| 0.55% | 0.72% | $97.7万 | 8,238股 | $82.2万 | 8,525股 | -287股-3.37% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.48% | 0.64% | $84.8万 | 1,134股 | $73.8万 | 1,134股 | 00.00% | 持仓不变 |
| FFTAI AVIATIONFTAI |
| 0.48% | 0.66% | $83.6万 | 3,090股 | $75.8万 | 3,096股 | -6股-0.19% | 减仓 |
| DDIREXION SHARES ETF TRUSTQQQU |
| 0.47% | 0.7% | $82.8万 | 1.6万股 | $80.1万 | 1.9万股 | -2,715股-14.37% | 减仓 |
| PProShares信托UWM |
| 0.39% | 2.74% | $68.8万 | 1.0万股 | $314.1万 | 6.7万股 | -5.7万股-84.79% | 减仓 |
| F富达Covington信托FFLG |
| 0.39% | 0.49% | $67.9万 | 2.0万股 | $55.9万 | 2.0万股 | -495股-2.46% | 减仓 |
| IINVESCO T DYNMC SEMICNDTPSI |
| 0.38% | 0.29% | $67.1万 | 3,570股 | $33.7万 | 3,570股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托PTF |
| 0.36% | — | $63.5万 | 4,657股 | $0 | 0股 | +4,657股 | 新买入 |
 微软MSFT |
| 0.35% | 0.87% | $62.4万 | 1,673股 | $99.5万 | 2,688股 | -1,015股-37.76% | 减仓 |
 亚马逊AMZN |
| 0.34% | 0.77% | $59.3万 | 2,489股 | $88.3万 | 4,238股 | -1,749股-41.27% | 减仓 |
| DDirexion股票ETF信托SOXL |
| 0.25% | 0.43% | $44.8万 | 1,681股 | $49.5万 | 1.0万股 | -8,656股-83.74% | 减仓 |
 强生JNJ |
| 0.24% | — | $43.1万 | 1,697股 | $0 | 0股 | +1,697股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.21% | 0.31% | $37.5万 | 1,248股 | $35.8万 | 1,446股 | -198股-13.69% | 减仓 |
 特斯拉TSLA |
| 0.21% | 0.3% | $36.9万 | 878股 | $34.8万 | 937股 | -59股-6.30% | 减仓 |
| PProShares信托UPRO |
| 0.19% | 0.36% | $33.3万 | 2,347股 | $41.6万 | 4,290股 | -1,943股-45.29% | 减仓 |
| DDirexion股票ETF信托GGLL |
| 0.17% | — | $30.0万 | 2,636股 | $0 | 0股 | +2,636股 | 新买入 |
| IINVESTMENT MANAGERS SER TR ILABX |
| 0.16% | — | $29.0万 | 1,315股 | $0 | 0股 | +1,315股 | 新买入 |
| SSpaceXSPCX |
| 0.15% | — | $26.9万 | 1,572股 | $0 | 0股 | +1,572股 | 新买入 |
 谷歌AGOOGL |
| 0.15% | 0.19% | $26.6万 | 744股 | $21.4万 | 744股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.14% | — | $25.3万 | 238股 | $0 | 0股 | +238股 | 新买入 |
