| SSPDR黄金信托GLD |
| 27.1% | 42.72% | $1,105.1万 | 3.0万股 | $1,828.7万 | 4.3万股 | -1.3万股-29.41% | 减仓 |
 RESERVOIR MEDIA INC COMRSVR |
| 12.41% | 11.7% | $506.2万 | 51.2万股 | $501.1万 | 51.2万股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 6.49% | — | $264.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕·TR MSCI AC ASIA ETFAAXJ |
| 5.56% | 4.95% | $226.7万 | 1.9万股 | $211.8万 | 2.2万股 | -3,000股-13.64% | 减仓 |
 微软MSFT |
| 4.57% | 4.32% | $186.5万 | 5,000股 | $185.1万 | 5,000股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.09% | 3.89% | $166.8万 | 7,000股 | $166.6万 | 8,000股 | -1,000股-12.50% | 减仓 |
 苹果AAPL |
| 4.04% | 2.49% | $164.9万 | 5,700股 | $106.6万 | 4,200股 | +1,500股+35.71% | 加仓 |
 Bloom EnergyBE |
| 3.71% | 1.58% | $151.4万 | 5,000股 | $67.7万 | 5,000股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 3.19% | 2.24% | $130.1万 | 6,500股 | $95.9万 | 5,500股 | +1,000股+18.18% | 加仓 |
 BLACK STONE MINERALS L PBSM |
| 2.35% | 2.51% | $95.7万 | 6.9万股 | $107.4万 | 7.1万股 | -2,500股-3.52% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.94% | 1.19% | $79.1万 | 5,000股 | $51.1万 | 4,000股 | +1,000股+25.00% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.87% | 0.62% | $76.2万 | 4,000股 | $26.6万 | 2,000股 | +2,000股+100.00% | 加仓 |
| V先锋领航指数基金VOO |
| 1.81% | 1.35% | $73.6万 | 1,000股 | $57.7万 | 1,000股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 1.77% | — | $72.2万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 谷歌AGOOGL |
| 1.75% | 1.68% | $71.5万 | 2,000股 | $71.9万 | 2,500股 | -500股-20.00% | 减仓 |
 VanEck ETF信托SMH |
| 1.61% | 0.9% | $65.6万 | 1,000股 | $38.3万 | 1,000股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.49% | 1.46% | $60.7万 | 1.7万股 | $62.4万 | 1.7万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.38% | 1.34% | $56.3万 | 1,000股 | $57.2万 | 1,000股 | 00.00% | 持仓不变 |
| EENERGY TRANSFER L PET |
| 1.13% | 1.08% | $45.9万 | 2.4万股 | $46.3万 | 2.4万股 | 00.00% | 持仓不变 |
| UUNITED STS OIL FDUSO |
| 1.04% | — | $42.6万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
| WWESTERN MIDSTREAM PAR LPWES |
| 0.91% | — | $37.2万 | 8,500股 | $0 | 0股 | +8,500股 | 新买入 |
| IiShares安硕信托ITA |
| 0.89% | 0.77% | $36.4万 | 1,500股 | $32.8万 | 1,500股 | 00.00% | 持仓不变 |
 SPHERE ENTERTAINMENTSPHR |
| 0.85% | 0.55% | $34.6万 | 2,000股 | $23.5万 | 2,000股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.8% | 1.03% | $32.7万 | 1,000股 | $44.1万 | 1,500股 | -500股-33.33% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.77% | 0.65% | $31.4万 | 2,000股 | $27.7万 | 2,000股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 0.74% | 1.61% | $30.2万 | 4,000股 | $68.8万 | 7,500股 | -3,500股-46.67% | 减仓 |
| IiShares白银信托SLV |
| 0.72% | — | $29.4万 | 5,500股 | $0 | 0股 | +5,500股 | 新买入 |
 优步UBER |
| 0.71% | 0.76% | $28.9万 | 4,000股 | $32.4万 | 4,500股 | -500股-11.11% | 减仓 |
| FFERMIFRMI |
| 0.67% | 0.51% | $27.5万 | 3.0万股 | $21.9万 | 3.8万股 | -7,500股-20.00% | 减仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.59% | — | $24.1万 | 600股 | $0 | 0股 | +600股 | 新买入 |
 EQTEQT |
| 0.59% | 0.59% | $23.9万 | 4,500股 | $25.5万 | 4,000股 | +500股+12.50% | 加仓 |
| SSERVE ROBOTICSSERV |
| 0.57% | — | $23.4万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 EXPAND ENERGYEXE |
| 0.56% | 0.77% | $22.8万 | 2,500股 | $32.9万 | 3,000股 | -500股-16.67% | 减仓 |
| DDeckersSGVT |
| 0.55% | 0.53% | $22.3万 | 2,250股 | $22.5万 | 2,250股 | 00.00% | 持仓不变 |
 KAYNE ANDERSON ENERGY INFRSTKYN |
| 0.51% | 0.5% | $20.9万 | 1.5万股 | $21.5万 | 1.5万股 | 00.00% | 持仓不变 |
| NNOVAGOLD RESOURCES COM NEWNG |
| 0.26% | 0.47% | $10.4万 | 1.8万股 | $20.2万 | 2.3万股 | -5,000股-22.22% | 减仓 |
