| I景顺QQQ信托VOO |
| 14.52% | 15% | $1.21亿 | 16.4万股 | $9,874.6万 | 17.1万股 | -7,118股-4.16% | 减仓 |
| SSPDR行业精选信托XLK |
| 12.6% | 11.2% | $1.05亿 | 55.0万股 | $7,373.1万 | 55.5万股 | -4,593股-0.83% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 10.21% | 9% | $8,488.9万 | 24.0万股 | $5,925.3万 | 20.7万股 | +3.4万股+16.31% | 加仓 |
 英伟达NVDA |
| 7.71% | 6.17% | $6,412.1万 | 32.0万股 | $4,064.3万 | 23.3万股 | +8.7万股+37.51% | 加仓 |
| SSPDR标普500 ETFSPY |
| 7.68% | 0.81% | $6,383.0万 | 8.5万股 | $532.5万 | 8,187股 | +7.7万股+944.03% | 加仓 |
| IiShares安硕信托IVV |
| 7.39% | 17.9% | $6,143.4万 | 8.2万股 | $1.18亿 | 18.0万股 | -9.8万股-54.55% | 减仓 |
 谷歌AGOOGL |
| 6.78% | 7.12% | $5,637.5万 | 15.8万股 | $4,687.0万 | 16.3万股 | -5,242股-3.22% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 6.2% | 5.63% | $5,157.3万 | 20.4万股 | $3,710.6万 | 20.5万股 | -65股-0.03% | 减仓 |
 VanEck ETF信托SMH |
| 4.87% | 4.38% | $4,049.8万 | 6.2万股 | $2,881.8万 | 7.5万股 | -1.3万股-17.85% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 4.21% | 4.71% | $3,500.4万 | 8.5万股 | $3,104.3万 | 8.7万股 | -1,582股-1.82% | 减仓 |
| IiShares安硕信托MTUM |
| 2.61% | 0.12% | $2,170.2万 | 6.3万股 | $77.8万 | 3,240股 | +6.0万股+1,853.80% | 加仓 |
| F第一信托·USTCIBR |
| 1.68% | — | $1,393.8万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.54% | — | $1,280.6万 | 14.1万股 | $0 | 0股 | +14.1万股 | 新买入 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.4% | 0.07% | $1,164.3万 | 1.8万股 | $46.3万 | 1,409股 | +1.7万股+1,189.64% | 加仓 |
 帕兰提尔PLTR |
| 1.31% | 1.96% | $1,088.9万 | 9.3万股 | $1,288.6万 | 8.8万股 | +5,237股+5.94% | 加仓 |
 微软MSFT |
| 1.28% | 1.71% | $1,061.8万 | 2.8万股 | $1,127.7万 | 3.0万股 | -1,998股-6.56% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 1.25% | — | $1,042.3万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.23% | 0.57% | $1,019.2万 | 2.4万股 | $373.6万 | 2.3万股 | +862股+3.79% | 加仓 |
 博通AVGO |
| 1.16% | 1.2% | $965.2万 | 2.6万股 | $791.2万 | 2.6万股 | -12股-0.05% | 减仓 |
| V先锋领航指数基金VOO |
| 0.78% | 0.82% | $652.7万 | 9,502股 | $537.6万 | 8,996股 | +506股+5.62% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.63% | — | $522.2万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.59% | 0.56% | $488.1万 | 4.1万股 | $366.6万 | 5,254股 | +3.6万股+677.35% | 加仓 |
 NVIDIANVDA |
| 0.54% | — | $453.0万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| IiShares黄金信托IAU |
| 0.42% | 3.68% | $349.0万 | 4.6万股 | $2,425.4万 | 27.5万股 | -22.9万股-83.20% | 减仓 |
 礼来LLY |
| 0.19% | 0.19% | $161.4万 | 1,346股 | $126.8万 | 1,379股 | -33股-2.39% | 减仓 |
| TTELADOC HEALTH INC COMTDOC |
| 0.19% | 0.08% | $158.7万 | 18.7万股 | $55.0万 | 10.1万股 | +8.6万股+85.53% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.18% | 0.22% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.17% | 0.21% | $143.3万 | 4,952股 | $138.0万 | 5,438股 | -486股-8.94% | 减仓 |
 WHITE MTNS INSWTM |
| 0.12% | 0.16% | $98.5万 | 475股 | $104.4万 | 475股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.08% | 0.09% | $67.1万 | 2,815股 | $58.9万 | 2,827股 | -12股-0.42% | 减仓 |
| SSPDR黄金信托GLD |
| 0.06% | 0.09% | $52.2万 | 1,418股 | $62.3万 | 1,447股 | -29股-2.00% | 减仓 |
| SSPDR道富系列信托SPYD |
| 0.06% | 0.07% | $47.9万 | 1.0万股 | $45.9万 | 1.0万股 | -51股-0.51% | 减仓 |
 应用材料AMAT |
| 0.06% | 0.03% | $47.0万 | 650股 | $22.2万 | 650股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.05% | 0.05% | $40.8万 | 3,284股 | $35.0万 | 821股 | +2,463股+300.00% | 加仓 |
| WWisdomTree·JAPANDXJ |
| 0.05% | 0.05% | $38.2万 | 2,200股 | $34.9万 | 2,200股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.04% | 0.04% | $37.2万 | 4,320股 | $26.1万 | 598股 | +3,722股+622.41% | 加仓 |
 AMD超威AMD |
| 0.04% | — | $36.0万 | 620股 | $0 | 0股 | +620股 | 新买入 |
 特斯拉TSLA |
| 0.04% | 0.05% | $33.5万 | 796股 | $29.7万 | 798股 | -2股-0.25% | 减仓 |
 英伟达NVDA |
| 0.03% | — | $28.0万 | 1,400股 | $0 | 0股 | +1,400股 | 新买入 |
| I景顺交易所交易基金IISPMO |
| 0.03% | — | $22.8万 | 1,409股 | $0 | 0股 | +1,409股 | 新买入 |
| HHIMS & HERS HEALTHHIMS |
| 0.02% | 0.05% | $20.4万 | 5,880股 | $35.3万 | 170股 | +5,710股+3,358.82% | 加仓 |
 帕兰提尔PLTR |
| <0.01% | <0.01% | $2.2万 | 192股 | $527 | 36股 | +156股+433.33% | 加仓 |
| TTELADOC HEALTHTDOC |
| <0.01% | <0.01% | $2,764 | 326股 | $288 | 528股 | -202股-38.26% | 减仓 |
