| S道富SPHY |
| 8.08% | — | $3,229.2万 | 137.8万股 | $0 | 0股 | +137.8万股 | 新买入 |
| BBONDBLOXX BLOOMBERG FIVEYEAR TARGET DURATION US TREASURY ETFXFIV |
| 5.9% | 7.38% | $2,359.4万 | 48.5万股 | $2,667.3万 | 54.3万股 | -5.8万股-10.67% | 减仓 |
| SSPDR行业精选信托XLRE |
| 5.43% | — | $2,171.4万 | 53.9万股 | $0 | 0股 | +53.9万股 | 新买入 |
| I景顺交易所交易基金IIBKLN |
| 5.25% | — | $2,098.8万 | 103.0万股 | $0 | 0股 | +103.0万股 | 新买入 |
 CrowdStrikeCRWD |
| 4.39% | — | $1,757.3万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 谷歌AGOOGL |
| 1.55% | 0.74% | $619.7万 | 1.7万股 | $266.8万 | 9,277股 | +8,064股+86.92% | 加仓 |
| NNORTHERN LIGHTS FD TRDFTT |
| 1.53% | 1.33% | $611.7万 | 19.0万股 | $482.4万 | 19.7万股 | -7,282股-3.70% | 减仓 |
 联合健康UNH |
| 1.43% | 0.44% | $572.2万 | 1.4万股 | $157.9万 | 5,837股 | +7,930股+135.86% | 加仓 |
 美光科技MU |
| 1.4% | 0.8% | $559.0万 | 4,843股 | $288.3万 | 8,533股 | -3,690股-43.24% | 减仓 |
 AMD超威AMD |
| 1.33% | 0.25% | $531.0万 | 9,141股 | $91.6万 | 4,502股 | +4,639股+103.04% | 加仓 |
 亚马逊AMZN |
| 1.31% | — | $525.4万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 英特尔INTC |
| 1.28% | 0.21% | $511.5万 | 3.7万股 | $77.3万 | 1.8万股 | +1.9万股+109.18% | 加仓 |
 道富·CORP COMSTT |
| 1.24% | 0.46% | $497.5万 | 2.9万股 | $167.4万 | 1.3万股 | +1.6万股+121.86% | 加仓 |
 PALO ALTOPANW |
| 1.22% | — | $488.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 西部数据WDC |
| 1.22% | 0.71% | $486.6万 | 7,619股 | $257.1万 | 9,504股 | -1,885股-19.83% | 减仓 |
 TARGET COMTGT |
| 1.21% | 1.19% | $484.4万 | 3.7万股 | $430.6万 | 3.6万股 | +1,560股+4.39% | 加仓 |
 METLIFE COMMET |
| 1.17% | 0.47% | $466.3万 | 5.5万股 | $168.3万 | 2.4万股 | +3.1万股+131.55% | 加仓 |
 迈威尔MRVL |
| 1.11% | — | $444.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 希捷STX |
| 1.11% | — | $443.0万 | 4,591股 | $0 | 0股 | +4,591股 | 新买入 |
| AASTERA LABSALAB |
| 1.1% | — | $440.1万 | 9,112股 | $0 | 0股 | +9,112股 | 新买入 |
| SSANDISK COMSNDK |
| 1.04% | 0.68% | $416.8万 | 1,833股 | $247.3万 | 3,893股 | -2,060股-52.92% | 减仓 |
 AFFIRM COM CL AAFRM |
| 0.98% | — | $391.5万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 思科CSCO |
| 0.97% | — | $386.4万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 高盛GS |
| 0.97% | 0.24% | $386.0万 | 3,817股 | $88.5万 | 1,046股 | +2,771股+264.91% | 加仓 |
 CROWN CASTLE COMCCI |
| 0.96% | 0.43% | $385.0万 | 5.1万股 | $154.7万 | 1.9万股 | +3.2万股+167.26% | 加仓 |
 英伟达NVDA |
| 0.96% | — | $384.8万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 摩根士丹利MS |
| 0.96% | — | $383.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| MMASTECMTZ |
| 0.93% | — | $373.9万 | 8,986股 | $0 | 0股 | +8,986股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.9% | — | $358.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.88% | — | $351.7万 | 8,152股 | $0 | 0股 | +8,152股 | 新买入 |
| FFLEXFLEX |
| 0.88% | — | $350.4万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 DatadogDDOG |
| 0.86% | — | $345.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| TTALEN ENERGYTLN |
| 0.86% | — | $344.2万 | 8,958股 | $0 | 0股 | +8,958股 | 新买入 |
 飞塔FTNT |
| 0.83% | — | $333.6万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 HUMANA COMHUM |
| 0.82% | — | $328.7万 | 8,275股 | $0 | 0股 | +8,275股 | 新买入 |
 WEST PHARMACEUTICAL SVSCWST |
| 0.82% | — | $327.2万 | 9,114股 | $0 | 0股 | +9,114股 | 新买入 |
 NVENT ELECTRICNVT |
| 0.82% | — | $326.2万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 F5FFIV |
| 0.8% | — | $321.0万 | 7,718股 | $0 | 0股 | +7,718股 | 新买入 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.79% | — | $317.8万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| EEBAY COMEBAY |
| 0.79% | — | $316.7万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| B纽约梅隆银行BK |
| 0.78% | — | $312.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 艺电EA |
| 0.76% | — | $304.3万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 REDDIT CL ARDDT |
| 0.76% | — | $304.0万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 TD SYNNEXSNX |
| 0.75% | — | $301.0万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 慧与HPEHPE |
| 0.75% | — | $299.1万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 CENTENE DEL COMCNC |
| 0.74% | — | $296.3万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 马拉松石油MPC |
| 0.73% | — | $292.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 NetAppNTAP |
| 0.73% | — | $290.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 Elevance健康ELV |
| 0.72% | — | $288.3万 | 7,456股 | $0 | 0股 | +7,456股 | 新买入 |
 FIRST SOLAR COMFSLR |
| 0.71% | — | $285.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
