| IiShares安硕信托SGOV |
| 5.59% | 5.55% | $2,576.4万 | 25.6万股 | $2,061.0万 | 20.5万股 | +5.1万股+24.99% | 加仓 |
| TTIDAL TRUST IIILGDX |
| 4.23% | 5.12% | $1,948.9万 | 78.6万股 | $1,901.5万 | 87.2万股 | -8.6万股-9.85% | 减仓 |
 QUANTA SVCSPWR |
| 2.83% | 2.52% | $1,305.1万 | 1.8万股 | $937.3万 | 1.7万股 | +1,052股+6.16% | 加仓 |
 苹果AAPL |
| 2.75% | 3.01% | $1,269.9万 | 4.4万股 | $1,116.9万 | 4.4万股 | -123股-0.28% | 减仓 |
 英伟达NVDA |
| 2.63% | 2.06% | $1,213.3万 | 6.1万股 | $766.6万 | 4.4万股 | +1.7万股+37.95% | 加仓 |
| SSPDR道富系列信托BIL |
| 2.32% | 1.28% | $1,069.2万 | 11.7万股 | $475.6万 | 5.2万股 | +6.5万股+124.82% | 加仓 |
 谷歌AGOOGL |
| 2.22% | 2.28% | $1,024.7万 | 2.9万股 | $846.7万 | 2.9万股 | -773股-2.63% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.01% | 2.08% | $925.7万 | 1.2万股 | $774.1万 | 1.2万股 | +493股+4.14% | 加仓 |
 微软MSFT |
| 1.97% | 2.44% | $909.8万 | 2.4万股 | $905.2万 | 2.4万股 | -62股-0.25% | 减仓 |
 默沙东MRK |
| 1.95% | 0.46% | $900.3万 | 7.0万股 | $171.8万 | 1.4万股 | +5.6万股+390.72% | 加仓 |
| V先锋领航指数基金VOO |
| 1.93% | 2.04% | $892.2万 | 1.3万股 | $756.1万 | 1.3万股 | +337股+2.66% | 加仓 |
 阿斯麦ASML |
| 1.93% | 0.08% | $891.4万 | 4,481股 | $28.8万 | 218股 | +4,263股+1,955.50% | 加仓 |
 泛林集团LRCX |
| 1.93% | 0.72% | $888.0万 | 2.0万股 | $266.4万 | 1.2万股 | +8,023股+64.34% | 加仓 |
 礼来LLY |
| 1.88% | 0.71% | $865.2万 | 7,214股 | $264.4万 | 2,875股 | +4,339股+150.92% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.68% | 0.1% | $776.0万 | 4.9万股 | $38.6万 | 3,019股 | +4.6万股+1,524.35% | 加仓 |
| IiShares安硕信托ISVL |
| 1.64% | 2.03% | $755.9万 | 15.0万股 | $755.2万 | 15.7万股 | -6,841股-4.36% | 减仓 |
| CCOMFORT SYS USAFIX |
| 1.62% | 2.52% | $745.9万 | 3,763股 | $935.4万 | 6,783股 | -3,020股-44.52% | 减仓 |
 百事可乐PEP |
| 1.61% | 2.34% | $744.6万 | 5.5万股 | $870.4万 | 5.6万股 | -1,059股-1.89% | 减仓 |
 EOG资源EOG |
| 1.51% | — | $698.4万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 波音BA |
| 1.47% | 1.71% | $679.3万 | 3.1万股 | $633.3万 | 3.2万股 | -439股-1.38% | 减仓 |
| CCECO ENVIRONMENTALCECO |
| 1.43% | 1.19% | $660.2万 | 7.3万股 | $440.2万 | 7.4万股 | -1,130股-1.53% | 减仓 |
 GE航空GE |
| 1.41% | 1.45% | $650.2万 | 1.7万股 | $538.2万 | 1.9万股 | -1,570股-8.28% | 减仓 |
| IISHARES EMERGING MARKETS DIVIDEND ETFDVYE |
| 1.39% | 1.92% | $639.6万 | 19.8万股 | $712.1万 | 20.7万股 | -8,669股-4.19% | 减仓 |
 宣伟SHW |
| 1.36% | 1.58% | $626.5万 | 1.8万股 | $586.4万 | 1.8万股 | -98股-0.54% | 减仓 |
| SSPDR黄金信托GLD |
| 1.22% | 0.13% | $562.7万 | 1.5万股 | $48.8万 | 1,135股 | +1.4万股+1,245.90% | 加仓 |
 特斯拉TSLA |
| 1.2% | 1.33% | $554.2万 | 1.3万股 | $492.0万 | 1.3万股 | -60股-0.45% | 减仓 |
| V先锋领航全球基金VGT |
| 1.08% | 0.85% | $497.5万 | 4.2万股 | $317.3万 | 4,548股 | +3.7万股+815.28% | 加仓 |
 钢铁动力STLD |
| 1.07% | — | $495.2万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| J摩根大通交易所交易基金JEPI |
| 1.06% | 1.37% | $489.3万 | 8.7万股 | $507.6万 | 9.0万股 | -2,916股-3.26% | 减仓 |
 EntergyETR |
| 1.05% | 1.29% | $482.1万 | 4.2万股 | $479.4万 | 4.3万股 | -690股-1.62% | 减仓 |
| WWisdomTree信托DTH |
| 0.98% | 1.25% | $451.0万 | 8.3万股 | $466.0万 | 8.6万股 | -2,802股-3.25% | 减仓 |
| IiShares安硕信托IVW |
| 0.96% | 0.98% | $440.8万 | 3.2万股 | $364.8万 | 3.2万股 | -205股-0.64% | 减仓 |
 英特尔INTC |
| 0.94% | 0.11% | $433.9万 | 3.1万股 | $41.4万 | 9,387股 | +2.2万股+231.05% | 加仓 |
 VisaV |
| 0.88% | 0.97% | $406.8万 | 1.2万股 | $359.7万 | 1.2万股 | -44股-0.37% | 减仓 |
| EELEMENT SOLUTIONSESI |
| 0.82% | — | $379.5万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.81% | 0.88% | $373.3万 | 7,461股 | $327.4万 | 6,832股 | +629股+9.21% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.81% | 0.83% | $372.7万 | 1.1万股 | $306.9万 | 1.1万股 | -151股-1.41% | 减仓 |
| S嘉信策略信托SCHD |
| 0.79% | 0.8% | $362.9万 | 11.4万股 | $297.9万 | 9.7万股 | +1.7万股+17.85% | 加仓 |
 康明斯CMI |
| 0.76% | — | $352.4万 | 4,941股 | $0 | 0股 | +4,941股 | 新买入 |
| IiShares安硕·S&PIVE |
| 0.74% | 0.87% | $343.5万 | 1.5万股 | $321.2万 | 1.5万股 | -85股-0.56% | 减仓 |
 雪佛龙CVX |
| 0.72% | 1.13% | $330.5万 | 2.0万股 | $420.9万 | 2.0万股 | -405股-1.99% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.65% | 0.66% | $298.2万 | 9,926股 | $246.2万 | 9,926股 | 00.00% | 持仓不变 |
 ROCKET COS COM CL ARKT |
| 0.65% | 0.75% | $297.6万 | 18.9万股 | $279.2万 | 19.6万股 | -6,994股-3.57% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.63% | — | $292.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| SSpaceXSPCX |
| 0.63% | — | $290.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 卡特彼勒CAT |
| 0.61% | 0.56% | $282.8万 | 2,656股 | $206.3万 | 2,912股 | -256股-8.79% | 减仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.61% | — | $280.3万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| FFLEXFLEX |
| 0.58% | — | $268.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 强生JNJ |
| 0.58% | 0.69% | $266.6万 | 1.0万股 | $257.9万 | 1.1万股 | -54股-0.51% | 减仓 |
 万豪MAR |
| 0.57% | — | $263.3万 | 7,104股 | $0 | 0股 | +7,104股 | 新买入 |
