| DDELL TECHNOLOGIES INC CLASS CDELL |
| 5.42% | 2.6% | $2,032.7万 | 4.7万股 | $541.7万 | 3.3万股 | +1.4万股+42.75% | 加仓 |
 迈威尔MRVL |
| 5.4% | — | $2,027.1万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 谷歌AGOOGL |
| 4.51% | 6.53% | $1,692.9万 | 4.7万股 | $1,360.3万 | 4.7万股 | +65股+0.14% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 4.47% | 3.53% | $1,678.3万 | 2.0万股 | $736.1万 | 1.8万股 | +1,922股+10.63% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 4% | — | $1,500.7万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
 英伟达NVDA |
| 3.92% | 6.7% | $1,469.9万 | 7.3万股 | $1,394.5万 | 8.0万股 | -6,496股-8.12% | 减仓 |
| TTERADYNETER |
| 3.68% | — | $1,379.3万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 康宁GLW |
| 3.38% | — | $1,269.5万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 应用材料AMAT |
| 3.16% | — | $1,186.5万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 GE VernovaGEV |
| 3.1% | 3.64% | $1,162.9万 | 9,895股 | $758.7万 | 8,691股 | +1,204股+13.85% | 加仓 |
 卡特彼勒CAT |
| 3.05% | 3.78% | $1,144.4万 | 1.1万股 | $786.9万 | 1.1万股 | -37股-0.34% | 减仓 |
| MMODINE MFGMOD |
| 3% | 3.36% | $1,125.8万 | 4.2万股 | $699.4万 | 3.2万股 | +9,888股+30.64% | 加仓 |
| IiShares安硕信托IVV |
| 2.92% | 4.65% | $1,096.5万 | 1.5万股 | $967.8万 | 1.5万股 | -173股-1.17% | 减仓 |
| IiShares安硕IEMG |
| 2.87% | 4.04% | $1,078.0万 | 13.0万股 | $842.0万 | 12.1万股 | +9,413股+7.80% | 加仓 |
 博通AVGO |
| 2.77% | 4.63% | $1,039.8万 | 2.8万股 | $963.5万 | 3.1万股 | -3,604股-11.58% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 2.55% | 4.08% | $957.4万 | 4.4万股 | $848.6万 | 4.4万股 | -611股-1.38% | 减仓 |
 台积电TSM |
| 2.54% | 2.41% | $952.5万 | 2.0万股 | $501.7万 | 1.5万股 | +5,099股+34.35% | 加仓 |
 希捷STX |
| 2.47% | — | $927.8万 | 9,615股 | $0 | 0股 | +9,615股 | 新买入 |
 科磊KLAC |
| 2.47% | 3.01% | $926.2万 | 3.1万股 | $627.7万 | 4,263股 | +2.6万股+620.08% | 加仓 |
 Bloom EnergyBE |
| 2.41% | — | $902.2万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 英特尔INTC |
| 2.35% | — | $882.5万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| CCOMFORT SYS USAFIX |
| 2.28% | 2.77% | $855.3万 | 4,315股 | $577.3万 | 4,186股 | +129股+3.08% | 加仓 |
 VertivVRT |
| 2.22% | 3.4% | $832.1万 | 2.5万股 | $708.8万 | 2.8万股 | -3,434股-12.14% | 减仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 1.83% | — | $685.5万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 VALERO ENERGY COMVLO |
| 1.81% | 2.6% | $680.3万 | 2.6万股 | $542.3万 | 2.2万股 | +4,172股+19.01% | 加仓 |
 泛林集团LRCX |
| 1.77% | 1.27% | $662.3万 | 1.5万股 | $264.9万 | 1.2万股 | +2,885股+23.27% | 加仓 |
| F富达Covington信托FDHY |
| 1.65% | 1.63% | $619.4万 | 12.6万股 | $340.2万 | 7.0万股 | +5.6万股+80.29% | 加仓 |
 马拉松石油MPC |
| 1.52% | 2.61% | $569.6万 | 2.2万股 | $542.5万 | 2.2万股 | +61股+0.27% | 加仓 |
| FFIDELITY DIVIDEND ETF FOR RISING RATESFDRR |
| 1.43% | 2.37% | $537.9万 | 8.3万股 | $493.4万 | 8.4万股 | -996股-1.19% | 减仓 |
 Meta平台META |
| 1.41% | 3.21% | $529.9万 | 9,408股 | $669.1万 | 1.2万股 | -2,288股-19.56% | 减仓 |
 阿斯麦ASML |
| 1% | — | $374.7万 | 1,884股 | $0 | 0股 | +1,884股 | 新买入 |
| AARGANAGX |
| 0.98% | — | $367.6万 | 4,603股 | $0 | 0股 | +4,603股 | 新买入 |
| SSPDR道富系列信托XNTK |
| 0.78% | 0.91% | $294.2万 | 7,532股 | $190.0万 | 7,441股 | +91股+1.22% | 加仓 |
| I景顺QQQ信托VOO |
| 0.77% | 1.13% | $290.2万 | 3,941股 | $235.4万 | 4,079股 | -138股-3.38% | 减仓 |
 微软MSFT |
| 0.68% | 1.33% | $255.1万 | 6,839股 | $276.1万 | 7,460股 | -621股-8.32% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.67% | 1.03% | $250.1万 | 9,304股 | $214.8万 | 9,319股 | -15股-0.16% | 减仓 |
 派克汉尼汾PH |
| 0.62% | 1.95% | $231.3万 | 2,365股 | $406.7万 | 4,543股 | -2,178股-47.94% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.51% | 0.8% | $191.0万 | 2,558股 | $166.2万 | 2,555股 | +3股+0.12% | 加仓 |
 礼来LLY |
| 0.46% | 2.26% | $172.2万 | 1,436股 | $470.8万 | 5,119股 | -3,683股-71.95% | 减仓 |
| V先锋领航指数基金VTV |
| 0.46% | 0.71% | $171.1万 | 7,851股 | $147.2万 | 7,504股 | +347股+4.62% | 加仓 |
| MMPLXFFUT |
| 0.45% | 0.96% | $169.0万 | 3.0万股 | $199.7万 | 3.5万股 | -5,000股-14.29% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.43% | — | $160.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.39% | 0.73% | $148.0万 | 4.0万股 | $152.3万 | 4.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.38% | 0.63% | $143.3万 | 1.4万股 | $130.7万 | 1.3万股 | +1,254股+9.66% | 加仓 |
 SITIMESITM |
| 0.3% | — | $110.7万 | 1,485股 | $0 | 0股 | +1,485股 | 新买入 |
| FFUNDSTRAT GRANNYGRNY |
| 0.29% | 0.38% | $109.7万 | 4.0万股 | $80.0万 | 3.4万股 | +6,160股+18.38% | 加仓 |
| V先锋领航指数基金VOT |
| 0.29% | 0.46% | $108.0万 | 3,527股 | $95.5万 | 3,711股 | -184股-4.96% | 减仓 |
| V先锋领航·MIDVO |
| 0.28% | 0.31% | $104.9万 | 1.3万股 | $63.8万 | 2,223股 | +1.1万股+485.96% | 加仓 |
 QUANTA SVCSPWR |
| 0.25% | 0.18% | $94.5万 | 1,313股 | $37.2万 | 678股 | +635股+93.66% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.24% | 0.39% | $90.2万 | 5,705股 | $81.9万 | 5,331股 | +374股+7.02% | 加仓 |
