| V先锋领航指数基金VOO |
| 32.91% | — | $3,188.6万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 NetEase, Inc. ADRNTES |
| 14.82% | — | $1,436.4万 | 11.2万股 | $0 | 0股 | +11.2万股 | 新买入 |
 AMD超威AMD |
| 12.59% | 7.63% | $1,220.0万 | 2.1万股 | $339.7万 | 1.7万股 | +4,302股+25.76% | 加仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 8.05% | — | $779.9万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 第一资本COF |
| 6.4% | — | $619.9万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| IIBMIBM |
| 4.61% | — | $447.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 英伟达NVDA |
| 4.15% | — | $402.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| SSEA SPONSORD ADSSE |
| 3.48% | — | $337.3万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 微软MSFT |
| 3.03% | — | $293.9万 | 7,880股 | $0 | 0股 | +7,880股 | 新买入 |
| T赛默飞世尔TMO |
| 2.61% | — | $252.7万 | 5,040股 | $0 | 0股 | +5,040股 | 新买入 |
 JOYYJOYY |
| 2.55% | 3.95% | $247.5万 | 3.8万股 | $175.8万 | 3.0万股 | +7,400股+24.58% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.52% | — | $147.6万 | 9,300股 | $0 | 0股 | +9,300股 | 新买入 |
 直觉外科ISRG |
| 1.27% | — | $123.4万 | 3,102股 | $0 | 0股 | +3,102股 | 新买入 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 1.01% | — | $98.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.98% | — | $95.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
