 英伟达NVDA |
| 22.09% | 21.93% | $2,223.9万 | 10.9万股 | $2,343.9万 | 12.4万股 | -1.5万股-12.01% | 减仓 |
| V先锋领航白厅基金VYM |
| 13.22% | 11.81% | $1,331.3万 | 8.4万股 | $1,262.7万 | 8.5万股 | -1,459股-1.72% | 减仓 |
 苹果AAPL |
| 8.11% | 6.13% | $817.0万 | 2.5万股 | $655.1万 | 2.5万股 | -349股-1.38% | 减仓 |
 亚马逊AMZN |
| 5% | 4.29% | $503.2万 | 2.0万股 | $458.7万 | 1.9万股 | +1,382股+7.37% | 加仓 |
 Arm控股ARM |
| 4.76% | 2.24% | $479.4万 | 1.8万股 | $239.8万 | 2.1万股 | -3,095股-14.82% | 减仓 |
| FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI |
| 4.76% | 2.09% | $479.4万 | 16.6万股 | $223.1万 | 8.2万股 | +8.4万股+101.85% | 加仓 |
 CrowdStrikeCRWD |
| 4.03% | 0.48% | $405.4万 | 5,313股 | $51.4万 | 1,079股 | +4,234股+392.40% | 加仓 |
 卡特彼勒CAT |
| 2.61% | 1.84% | $262.8万 | 3,040股 | $196.8万 | 3,080股 | -40股-1.30% | 减仓 |
 微软MSFT |
| 2.4% | 3.06% | $241.5万 | 6,004股 | $326.7万 | 6,798股 | -794股-11.68% | 减仓 |
| V先锋领航指数基金VOO |
| 2.15% | 2.01% | $216.8万 | 3,115股 | $215.3万 | 3,411股 | -296股-8.68% | 减仓 |
 谷歌AGOOGL |
| 2.14% | 2.18% | $215.9万 | 6,135股 | $233.0万 | 6,966股 | -831股-11.93% | 减仓 |
 摩根大通JPM |
| 2.1% | 1.87% | $211.5万 | 6,242股 | $199.9万 | 6,656股 | -414股-6.22% | 减仓 |
 FIRST TR ENHANCED EQUITY COMFFA |
| 1.98% | 1.53% | $199.1万 | 8.6万股 | $163.5万 | 7.3万股 | +1.3万股+17.65% | 加仓 |
 特斯拉TSLA |
| 1.85% | 2.04% | $186.4万 | 5,043股 | $218.3万 | 5,065股 | -22股-0.43% | 减仓 |
| SSpaceXSPCX |
| 1.69% | — | $170.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 1.44% | 1.39% | $144.5万 | 1,947股 | $149.0万 | 2,142股 | -195股-9.10% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.43% | 1.29% | $143.9万 | 2.0万股 | $137.5万 | 1.3万股 | +7,064股+55.93% | 加仓 |
 CASEYS GEN STORESCASY |
| 1.39% | 0.74% | $139.9万 | 1,615股 | $79.0万 | 1,281股 | +334股+26.07% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.39% | 1.31% | $139.9万 | 3,981股 | $140.2万 | 4,184股 | -203股-4.85% | 减仓 |
 沃尔玛WMT |
| 1.21% | 1.22% | $121.4万 | 1.1万股 | $130.6万 | 1.1万股 | -350股-3.13% | 减仓 |
| J骏利Detroit策略信托VNLA |
| 1.2% | 0.72% | $121.1万 | 2.5万股 | $77.2万 | 1.6万股 | +9,105股+58.20% | 加仓 |
 美光科技MU |
| 1.14% | 0.21% | $114.6万 | 1,325股 | $22.6万 | 551股 | +774股+140.47% | 加仓 |
| SSPDR黄金信托GLD |
| 0.95% | 1.8% | $95.5万 | 2,597股 | $192.8万 | 4,050股 | -1,453股-35.88% | 减仓 |
 DatadogDDOG |
| 0.95% | 0.5% | $95.1万 | 3,615股 | $53.3万 | 3,860股 | -245股-6.35% | 减仓 |
 VanEck ETF信托SMH |
| 0.93% | 0.91% | $93.4万 | 1,672股 | $97.8万 | 2,401股 | -729股-30.36% | 减仓 |
 宝洁PG |
| 0.9% | 0.96% | $90.6万 | 6,073股 | $102.4万 | 6,905股 | -832股-12.05% | 减仓 |
 台积电TSM |
| 0.82% | 0.72% | $83.0万 | 2,063股 | $77.3万 | 2,286股 | -223股-9.76% | 减仓 |
 NETFLIXNFLX |
| 0.71% | 0.31% | $71.4万 | 1.1万股 | $32.6万 | 3,810股 | +6,758股+177.38% | 加仓 |
 AMD超威AMD |
| 0.69% | 0.35% | $69.7万 | 1,384股 | $37.4万 | 1,482股 | -98股-6.61% | 减仓 |
 联合太平洋铁路UNP |
| 0.56% | 0.43% | $56.5万 | 1,906股 | $46.2万 | 1,986股 | -80股-4.03% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.46% | 0.55% | $46.2万 | 252股 | $58.3万 | 254股 | -2股-0.79% | 减仓 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 0.4% | 0.35% | $40.2万 | 2,050股 | $37.6万 | 2,032股 | +18股+0.89% | 加仓 |
 好市多COST |
| 0.37% | 0.49% | $37.5万 | 401股 | $51.9万 | 535股 | -134股-25.05% | 减仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.37% | — | $36.8万 | 6,583股 | $0 | 0股 | +6,583股 | 新买入 |
 阿斯麦ASML |
| 0.36% | 0.48% | $36.7万 | 211股 | $50.9万 | 350股 | -139股-39.71% | 减仓 |
 礼来LLY |
| 0.34% | 0.36% | $33.9万 | 296股 | $38.9万 | 374股 | -78股-20.86% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.31% | 0.84% | $31.3万 | 1,780股 | $89.5万 | 6,047股 | -4,267股-70.56% | 减仓 |
| V先锋领航指数基金VUG |
| 0.3% | 0.27% | $29.8万 | 3,497股 | $28.5万 | 582股 | +2,915股+500.86% | 加仓 |
| IiShares安硕信托IVV |
| 0.29% | 0.47% | $29.1万 | 390股 | $50.2万 | 719股 | -329股-45.76% | 减仓 |
| TTIDAL TRUST II YIE MST OPT NEWMSTY |
| 0.29% | — | $29.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| Q高通QCOM |
| 0.29% | 0.25% | $28.9万 | 1,700股 | $26.7万 | 1,746股 | -46股-2.63% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.25% | — | $25.1万 | 658股 | $0 | 0股 | +658股 | 新买入 |
 保德信金融PRU |
| 0.25% | 0.22% | $25.0万 | 2,123股 | $24.0万 | 2,232股 | -109股-4.88% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.25% | 0.24% | $25.0万 | 4,180股 | $25.1万 | 4,180股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.24% | 0.25% | $24.3万 | 1,120股 | $27.0万 | 1,363股 | -243股-17.83% | 减仓 |
| IiShares安硕信托IVW |
| 0.22% | 0.23% | $22.1万 | 1,644股 | $24.7万 | 1,971股 | -327股-16.59% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.22% | 0.7% | $22.0万 | 3,918股 | $74.7万 | 1.4万股 | -1.0万股-72.22% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.21% | 0.96% | $20.6万 | 2,541股 | $102.8万 | 1.3万股 | -1.0万股-80.47% | 减仓 |
