| IiShares安硕信托TOK |
| 8.02% | 8.69% | $1,725.7万 | 11.5万股 | $1,681.7万 | 12.6万股 | -1.1万股-8.72% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 4.78% | 4.44% | $1,028.8万 | 7.5万股 | $858.9万 | 7.5万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 4.65% | 4.73% | $1,000.5万 | 5.0万股 | $915.6万 | 5.3万股 | -2,500股-4.76% | 减仓 |
| S道富SPSM |
| 3.42% | 3.06% | $735.8万 | 12.8万股 | $592.3万 | 12.3万股 | +5,000股+4.08% | 加仓 |
 谷歌AGOOGL |
| 3.35% | 3.05% | $721.9万 | 2.0万股 | $589.5万 | 2.1万股 | -300股-1.46% | 减仓 |
 苹果AAPL |
| 2.82% | 3.67% | $607.7万 | 2.1万股 | $710.6万 | 2.8万股 | -7,000股-25.00% | 减仓 |
 摩根大通JPM |
| 2.81% | 2.66% | $605.6万 | 1.9万股 | $514.8万 | 1.8万股 | +1,000股+5.71% | 加仓 |
 亚马逊AMZN |
| 2.7% | 3.06% | $581.5万 | 2.4万股 | $591.5万 | 2.8万股 | -4,000股-14.08% | 减仓 |
| IiShares安硕·COREIJR |
| 2.48% | 2.31% | $533.9万 | 3.6万股 | $447.5万 | 3.6万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 2.26% | 1.26% | $487.1万 | 1.0万股 | $243.3万 | 7,200股 | +3,000股+41.67% | 加仓 |
 科磊KLAC |
| 2.24% | 1.98% | $482.7万 | 1.6万股 | $382.8万 | 2,600股 | +1.3万股+515.38% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 2.22% | 1.08% | $478.5万 | 1.9万股 | $208.1万 | 1.4万股 | +5,000股+36.23% | 加仓 |
 礼来LLY |
| 2.12% | 1.38% | $455.8万 | 3,800股 | $266.7万 | 2,900股 | +900股+31.03% | 加仓 |
 微软MSFT |
| 1.91% | 2.77% | $410.3万 | 1.1万股 | $536.7万 | 1.5万股 | -3,500股-24.14% | 减仓 |
 伊顿ETN |
| 1.78% | 1.48% | $383.5万 | 9,000股 | $286.1万 | 8,000股 | +1,000股+12.50% | 加仓 |
 应用材料AMAT |
| 1.71% | 1.82% | $368.7万 | 5,100股 | $352.0万 | 1.0万股 | -5,200股-50.49% | 减仓 |
 康宁GLW |
| 1.66% | 0.63% | $357.6万 | 1.4万股 | $122.4万 | 9,000股 | +5,000股+55.56% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.66% | 1.15% | $357.5万 | 9,000股 | $222.7万 | 7,000股 | +2,000股+28.57% | 加仓 |
 雷神技术RTX |
| 1.54% | 2.04% | $332.0万 | 1.8万股 | $395.4万 | 2.1万股 | -3,000股-14.63% | 减仓 |
| OONTO INNOVATIONONTO |
| 1.49% | 1.01% | $321.7万 | 8,500股 | $194.8万 | 9,500股 | -1,000股-10.53% | 减仓 |
 直觉外科ISRG |
| 1.44% | 1.86% | $310.2万 | 7,800股 | $359.6万 | 7,800股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 1.34% | 1.23% | $288.7万 | 2.7万股 | $237.6万 | 2.2万股 | +5,000股+22.73% | 加仓 |
 沃尔玛WMT |
| 1.32% | 1.67% | $283.2万 | 2.5万股 | $323.1万 | 2.6万股 | -1,000股-3.85% | 减仓 |
 AON SHS CL AAON |
| 1.31% | 1.17% | $281.9万 | 8,500股 | $225.9万 | 7,000股 | +1,500股+21.43% | 加仓 |
 思科CSCO |
| 1.31% | 0.4% | $281.9万 | 2.4万股 | $77.6万 | 1.0万股 | +1.4万股+140.00% | 加仓 |
 博通AVGO |
| 1.23% | 1.12% | $264.4万 | 7,000股 | $216.7万 | 7,000股 | 00.00% | 持仓不变 |
| EEVERUS CONSTRECG |
| 1.08% | 0.85% | $232.3万 | 1.4万股 | $165.3万 | 1.4万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 1.07% | 1.21% | $230.7万 | 2.5万股 | $235.0万 | 2.5万股 | 00.00% | 持仓不变 |
| CCACI国际CACI |
| 1.01% | 1.32% | $217.7万 | 4,700股 | $255.6万 | 4,700股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.99% | 0.79% | $213.7万 | 2,800股 | $152.3万 | 3,900股 | -1,100股-28.21% | 减仓 |
 特斯拉TSLA |
| 0.98% | 1.15% | $210.3万 | 5,000股 | $223.1万 | 6,000股 | -1,000股-16.67% | 减仓 |
 ATMOS ENERGYATO |
| 0.96% | 1.15% | $206.7万 | 1.2万股 | $221.7万 | 1.2万股 | 00.00% | 持仓不变 |
 EQTEQT |
| 0.95% | 1.5% | $204.7万 | 3.9万股 | $289.6万 | 4.6万股 | -7,000股-15.38% | 减仓 |
| T赛默飞世尔TMO |
| 0.93% | 0.25% | $200.5万 | 4,000股 | $49.2万 | 1,000股 | +3,000股+300.00% | 加仓 |
 EquinixEQIX |
| 0.92% | — | $198.1万 | 1,900股 | $0 | 0股 | +1,900股 | 新买入 |
 HORACE MANN EDUCATORS NHMN |
| 0.91% | 0.84% | $196.3万 | 3.8万股 | $162.2万 | 3.8万股 | 00.00% | 持仓不变 |
 SENSATA TECHNOLOGIES PLST |
| 0.91% | 0.75% | $195.7万 | 4.1万股 | $144.4万 | 4.1万股 | 00.00% | 持仓不变 |
| CCANADIAN NAT RESCNQ |
| 0.83% | — | $177.8万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 FEDERAL SIGNALFSS |
| 0.78% | 0.73% | $167.0万 | 1.3万股 | $140.6万 | 1.3万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.76% | 0.71% | $163.4万 | 2,900股 | $137.3万 | 2,400股 | +500股+20.83% | 加仓 |
 EASTGROUP PPTYSEGP |
| 0.75% | 0.77% | $162.0万 | 8,000股 | $148.1万 | 8,000股 | 00.00% | 持仓不变 |
 MAGNOLIA OIL & GASMGY |
| 0.74% | 1.17% | $158.6万 | 6.2万股 | $227.3万 | 7.2万股 | -1.0万股-13.89% | 减仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 0.73% | — | $156.4万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
 WEBSTER FINLWBS |
| 0.71% | 0.32% | $152.8万 | 2.0万股 | $62.5万 | 9,000股 | +1.1万股+122.22% | 加仓 |
 SERVICE INTLSCI |
| 0.71% | 0.85% | $151.9万 | 2.0万股 | $165.0万 | 2.0万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.7% | — | $151.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 0.7% | 0.86% | $149.6万 | 8,000股 | $165.6万 | 1.7万股 | -9,000股-52.94% | 减仓 |
 INGEVITYNGVT |
| 0.69% | 0.74% | $149.3万 | 2.0万股 | $142.5万 | 2.0万股 | 00.00% | 持仓不变 |
 ANI PHARMACEUTICALSANIP |
| 0.69% | 0.72% | $149.0万 | 1.8万股 | $138.4万 | 1.8万股 | 00.00% | 持仓不变 |
 WELLTOWER COMWELL |
| 0.69% | — | $147.5万 | 6,500股 | $0 | 0股 | +6,500股 | 新买入 |
