| SSPDR标普500 ETFSPY |
| 6.5% | 5.27% | $4,869.9万 | 6.5万股 | $3,463.4万 | 5.5万股 | +1.0万股+18.61% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 5.3% | 4.34% | $3,970.0万 | 42.0万股 | $2,852.2万 | 29.9万股 | +12.0万股+40.22% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 3.81% | 5.17% | $2,854.4万 | 63.8万股 | $3,394.9万 | 76.0万股 | -12.2万股-16.11% | 减仓 |
| V先锋领航指数基金VOO |
| 3.01% | 2.9% | $2,252.5万 | 3.3万股 | $1,902.9万 | 3.3万股 | +48股+0.15% | 加仓 |
| S道富SPAB |
| 2.9% | 4.78% | $2,174.9万 | 85.2万股 | $3,144.2万 | 123.1万股 | -37.8万股-30.75% | 减仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 2.87% | 4.2% | $2,146.3万 | 47.1万股 | $2,759.6万 | 60.3万股 | -13.2万股-21.88% | 减仓 |
| SSPDR道富系列信托BIL |
| 2.78% | 2.5% | $2,080.3万 | 22.7万股 | $1,642.1万 | 17.9万股 | +4.8万股+26.69% | 加仓 |
| I景顺QQQ信托VOO |
| 2.66% | 1.63% | $1,991.6万 | 2.7万股 | $1,069.7万 | 1.9万股 | +7,886股+41.16% | 加仓 |
 英伟达NVDA |
| 2.44% | 2.31% | $1,828.7万 | 9.1万股 | $1,517.4万 | 9.2万股 | -255股-0.28% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.81% | 2.19% | $1,358.2万 | 6.4万股 | $1,442.5万 | 7.7万股 | -1.3万股-16.78% | 减仓 |
 苹果AAPL |
| 1.74% | 1.6% | $1,305.4万 | 4.5万股 | $1,050.4万 | 4.3万股 | +2,524股+5.93% | 加仓 |
| IiShares安硕信托SGOV |
| 1.65% | 1.01% | $1,235.1万 | 12.3万股 | $662.5万 | 6.6万股 | +5.7万股+86.41% | 加仓 |
 美光科技MU |
| 1.33% | 0.27% | $994.3万 | 8,614股 | $176.2万 | 5,477股 | +3,137股+57.28% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.32% | 1.11% | $990.9万 | 7.8万股 | $729.8万 | 6.9万股 | +8,495股+12.31% | 加仓 |
| NNORTHERN LTS FD TR IVBUYW |
| 1.18% | 1.32% | $887.3万 | 61.4万股 | $867.2万 | 62.5万股 | -1.1万股-1.78% | 减仓 |
| SSANDISK COMSNDK |
| 1.18% | 0.28% | $881.1万 | 3,875股 | $183.4万 | 3,204股 | +671股+20.94% | 加仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 1.11% | 0.71% | $834.5万 | 32.6万股 | $464.8万 | 18.3万股 | +14.3万股+78.26% | 加仓 |
 西部数据WDC |
| 1.02% | 0.28% | $766.5万 | 1.2万股 | $182.3万 | 7,242股 | +4,759股+65.71% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1% | 1.03% | $751.0万 | 9.0万股 | $680.2万 | 9.3万股 | -3,826股-4.09% | 减仓 |
 微软MSFT |
| 0.97% | 1.04% | $729.4万 | 2.0万股 | $680.6万 | 1.9万股 | +593股+3.13% | 加仓 |
| F第一信托·UST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDFXR |
| 0.94% | 0.99% | $704.9万 | 7.7万股 | $649.3万 | 8.2万股 | -4,904股-5.96% | 减仓 |
| FFirst Trust Technology Alphadex Fund EtfFXL |
| 0.88% | — | $661.6万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| IiShares安硕信托HDV |
| 0.88% | — | $661.0万 | 24.1万股 | $0 | 0股 | +24.1万股 | 新买入 |
| IiShares安硕信托ICSH |
| 0.86% | 0.71% | $645.7万 | 12.8万股 | $467.0万 | 9.2万股 | +3.5万股+38.33% | 加仓 |
| FFIRST TRUST MATERIALS ALPHADEX FUNDFXZ |
| 0.86% | 1.05% | $642.4万 | 8.1万股 | $687.0万 | 9.3万股 | -1.2万股-12.97% | 减仓 |
 希捷STX |
| 0.85% | 0.23% | $638.6万 | 6,618股 | $152.7万 | 4,213股 | +2,405股+57.09% | 加仓 |
| ZZACKS TRUSTZECP |
| 0.84% | 0.85% | $627.1万 | 16.6万股 | $561.8万 | 17.0万股 | -3,887股-2.29% | 减仓 |
| MMAIN SECTOR ROTATION ETFSECT |
| 0.82% | 0.64% | $617.7万 | 8.6万股 | $423.6万 | 7.2万股 | +1.3万股+18.64% | 加仓 |
| FFIRST TRUST ENERGY ALPHADEX FUNDFXN |
| 0.82% | 1.24% | $612.7万 | 30.3万股 | $814.0万 | 35.7万股 | -5.5万股-15.28% | 减仓 |
 谷歌AGOOGL |
| 0.77% | 0.64% | $575.7万 | 1.6万股 | $421.7万 | 1.5万股 | +690股+4.48% | 加仓 |
 RobinhoodHOOD |
| 0.76% | 0.19% | $569.1万 | 5.7万股 | $125.6万 | 1.9万股 | +3.7万股+194.52% | 加仓 |
 亚马逊AMZN |
| 0.76% | 0.83% | $567.0万 | 2.4万股 | $547.4万 | 2.7万股 | -3,451股-12.67% | 减仓 |
| V先锋领航斯科茨代尔基金VTWG |
| 0.72% | 0.58% | $541.7万 | 1.9万股 | $381.1万 | 1.7万股 | +1,470股+8.47% | 加仓 |
 GE VernovaGEV |
| 0.72% | 0.27% | $540.2万 | 4,598股 | $175.4万 | 2,146股 | +2,452股+114.26% | 加仓 |
| J骏利亨德森JAAA |
| 0.7% | 0.71% | $523.2万 | 10.4万股 | $466.0万 | 9.2万股 | +1.1万股+12.32% | 加仓 |
| AAPPLOVINAPP |
| 0.66% | 0.19% | $491.6万 | 9,542股 | $122.5万 | 3,293股 | +6,249股+189.77% | 加仓 |
| V先锋领航斯科茨代尔基金VTWV |
| 0.66% | 0.75% | $490.6万 | 2.5万股 | $491.8万 | 3.0万股 | -5,083股-16.84% | 减仓 |
| CCOMFORT SYS USAFIX |
| 0.65% | — | $489.9万 | 2,472股 | $0 | 0股 | +2,472股 | 新买入 |
 AMD超威AMD |
| 0.64% | 0.24% | $482.1万 | 8,299股 | $155.9万 | 7,952股 | +347股+4.36% | 加仓 |
| NNEOS ETF TRUSTQQQI |
| 0.6% | 0.32% | $450.9万 | 7.9万股 | $208.2万 | 4.3万股 | +3.6万股+83.48% | 加仓 |
 应用材料AMAT |
| 0.6% | 0.3% | $447.1万 | 6,219股 | $194.0万 | 6,005股 | +214股+3.56% | 加仓 |
 博通AVGO |
| 0.59% | 0.48% | $443.2万 | 1.2万股 | $317.9万 | 1.1万股 | +894股+8.25% | 加仓 |
| CCARVANA CL ACVNA |
| 0.56% | 0.19% | $420.5万 | 6.4万股 | $122.7万 | 4,219股 | +6.0万股+1,414.17% | 加仓 |
 迈威尔MRVL |
| 0.54% | 0.04% | $405.5万 | 1.4万股 | $27.9万 | 3,179股 | +1.0万股+328.25% | 加仓 |
| IiShares安硕信托SHV |
| 0.53% | 0.22% | $395.5万 | 3.6万股 | $146.7万 | 1.3万股 | +2.3万股+169.58% | 加仓 |
 纽蒙特NEM |
| 0.53% | 0.22% | $393.6万 | 4.2万股 | $145.8万 | 1.4万股 | +2.8万股+198.03% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.52% | 0.31% | $391.4万 | 6,345股 | $205.1万 | 5,532股 | +813股+14.70% | 加仓 |
 Meta平台META |
| 0.52% | 0.5% | $386.3万 | 6,858股 | $329.9万 | 6,151股 | +707股+11.49% | 加仓 |
 相干公司COHR |
| 0.51% | 0.27% | $379.0万 | 9,609股 | $175.8万 | 8,003股 | +1,606股+20.07% | 加仓 |
| S嘉信·USSCHX |
| 0.47% | 0.4% | $352.6万 | 12.0万股 | $265.4万 | 10.7万股 | +1.3万股+12.49% | 加仓 |
