 Meta平台META |
| 15.55% | 19.78% | $6,497.3万 | 11.5万股 | $6,699.1万 | 11.7万股 | -1,745股-1.49% | 减仓 |
 英伟达NVDA |
| 14.47% | 15.58% | $6,048.1万 | 30.2万股 | $5,276.5万 | 30.3万股 | -282股-0.09% | 减仓 |
 苹果AAPL |
| 7.96% | 8.47% | $3,324.5万 | 11.5万股 | $2,868.7万 | 11.3万股 | +1,859股+1.64% | 加仓 |
 AMD超威AMD |
| 5.94% | 2.59% | $2,480.2万 | 4.3万股 | $878.5万 | 4.3万股 | -490股-1.13% | 减仓 |
 VanEck ETF信托SMH |
| 4.39% | 3.24% | $1,834.7万 | 2.8万股 | $1,098.7万 | 2.9万股 | -685股-2.39% | 减仓 |
| F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV |
| 3.23% | 3.12% | $1,347.7万 | 17.8万股 | $1,056.8万 | 17.5万股 | +2,756股+1.58% | 加仓 |
| I景顺QQQ信托VOO |
| 2.92% | 2.81% | $1,219.1万 | 1.7万股 | $950.0万 | 1.6万股 | +95股+0.58% | 加仓 |
 美光科技MU |
| 2.79% | 0.95% | $1,165.1万 | 1.0万股 | $321.4万 | 9,513股 | +580股+6.10% | 加仓 |
| F第一信托·USTFVD |
| 2.59% | 2.92% | $1,083.7万 | 22.5万股 | $989.7万 | 21.0万股 | +1.4万股+6.89% | 加仓 |
| F第一信托交易所交易基金FTCS |
| 2.55% | 3.02% | $1,065.7万 | 11.3万股 | $1,022.8万 | 11.0万股 | +3,209股+2.91% | 加仓 |
 特斯拉TSLA |
| 2.25% | 2.44% | $939.4万 | 2.2万股 | $827.4万 | 2.2万股 | +78股+0.35% | 加仓 |
 微软MSFT |
| 2.07% | 2.55% | $863.5万 | 2.3万股 | $863.4万 | 2.3万股 | -175股-0.75% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2% | 2.01% | $833.8万 | 2.4万股 | $681.2万 | 2.4万股 | -148股-0.62% | 减仓 |
 亚马逊AMZN |
| 1.77% | 1.92% | $739.4万 | 3.1万股 | $649.6万 | 3.1万股 | -171股-0.55% | 减仓 |
| F第一信托·USTQTEC |
| 1.65% | 1.31% | $690.5万 | 2.1万股 | $444.2万 | 2.1万股 | +67股+0.33% | 加仓 |
| F第一信托·USTCIBR |
| 1.42% | 1.19% | $592.1万 | 6.6万股 | $403.5万 | 6.4万股 | +1,532股+2.38% | 加仓 |
 应用材料AMAT |
| 1.29% | 0.75% | $539.4万 | 7,460股 | $254.2万 | 7,438股 | +22股+0.30% | 加仓 |
| V先锋领航全球基金VGT |
| 1.28% | 1.12% | $534.5万 | 4.5万股 | $380.8万 | 5,457股 | +3.9万股+719.53% | 加仓 |
| SSPDR黄金信托GLD |
| 1.24% | 1.61% | $517.6万 | 1.4万股 | $544.5万 | 1.3万股 | +1,397股+11.04% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 1.23% | 1.33% | $511.9万 | 4.5万股 | $449.4万 | 4.3万股 | +1,874股+4.31% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.14% | 0.74% | $477.0万 | 7,444股 | $250.9万 | 7,633股 | -189股-2.48% | 减仓 |
 谷歌AGOOGL |
| 0.99% | 0.96% | $415.2万 | 1.2万股 | $325.2万 | 1.1万股 | +307股+2.71% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.84% | 1.36% | $350.6万 | 10.5万股 | $460.9万 | 12.0万股 | -1.5万股-12.20% | 减仓 |
| GGlobal X基金AIQ |
| 0.81% | 0.69% | $339.9万 | 5.2万股 | $233.9万 | 5.0万股 | +1,700股+3.39% | 加仓 |
 博通AVGO |
| 0.77% | 0.77% | $319.7万 | 8,463股 | $262.1万 | 8,469股 | -6股-0.07% | 减仓 |
 甲骨文ORCL |
| 0.76% | 0.9% | $319.0万 | 2.2万股 | $306.3万 | 2.1万股 | +947股+4.55% | 加仓 |
| FFUNDSTRAT GRANNYGRNY |
| 0.69% | 0.72% | $288.9万 | 10.4万股 | $245.5万 | 10.3万股 | +1,633股+1.59% | 加仓 |
| F第一信托·USTFDN |
| 0.62% | 0.67% | $260.7万 | 9,847股 | $228.0万 | 9,741股 | +106股+1.09% | 加仓 |
| G高盛ETF信托GINC |
| 0.54% | 0.3% | $224.5万 | 4.0万股 | $101.2万 | 2.0万股 | +2.0万股+99.71% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.53% | 0.63% | $222.2万 | 4.9万股 | $214.2万 | 4.7万股 | +2,337股+5.01% | 加仓 |
 沃尔玛WMT |
| 0.52% | 0.68% | $215.2万 | 1.9万股 | $231.9万 | 1.9万股 | +344股+1.84% | 加仓 |
| G通用动力VTI |
| 0.51% | 0.56% | $213.9万 | 5,781股 | $188.3万 | 5,870股 | -89股-1.52% | 减仓 |
 Arista网络ANET |
| 0.47% | 0.41% | $194.8万 | 1.1万股 | $140.4万 | 1.1万股 | +31股+0.27% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.46% | 0.5% | $192.9万 | 4.5万股 | $168.1万 | 4.3万股 | +2,084股+4.89% | 加仓 |
| F第一信托交易所交易基金FPX |
| 0.35% | 0.26% | $144.3万 | 7,527股 | $89.0万 | 5,438股 | +2,089股+38.41% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.39% | $137.9万 | 1,847股 | $131.5万 | 2,022股 | -175股-8.65% | 减仓 |
 好市多COST |
| 0.33% | 0.42% | $137.1万 | 1,465股 | $143.4万 | 1,439股 | +26股+1.81% | 加仓 |
| F第一信托交易所交易基金FYC |
| 0.31% | 0.19% | $129.0万 | 9,685股 | $64.8万 | 5,854股 | +3,831股+65.44% | 加仓 |
| G高盛ETF信托GINC |
| 0.3% | 0.26% | $124.4万 | 2.1万股 | $87.7万 | 1.8万股 | +3,259股+18.39% | 加仓 |
 英特尔INTC |
| 0.29% | 0.13% | $121.4万 | 8,693股 | $45.4万 | 1.0万股 | -1,592股-15.48% | 减仓 |
 VertivVRT |
| 0.29% | 0.25% | $121.3万 | 3,622股 | $83.7万 | 3,340股 | +282股+8.44% | 加仓 |
| IiShares安硕信托USMV |
| 0.28% | 0.36% | $118.0万 | 1.2万股 | $123.3万 | 1.3万股 | -1,066股-8.02% | 减仓 |
| IiShares安硕·COREIJR |
| 0.28% | 0.2% | $115.8万 | 7,805股 | $66.5万 | 5,349股 | +2,456股+45.92% | 加仓 |
 摩根大通JPM |
| 0.27% | 0.29% | $114.7万 | 3,504股 | $96.5万 | 3,282股 | +222股+6.76% | 加仓 |
 ADOBE COMADBE |
| 0.26% | 0.39% | $108.5万 | 5,292股 | $130.6万 | 5,374股 | -82股-1.53% | 减仓 |
| V先锋领航指数基金VOO |
| 0.25% | 0.22% | $106.1万 | 1,545股 | $76.0万 | 1,272股 | +273股+21.46% | 加仓 |
 强生JNJ |
| 0.24% | 0.28% | $101.4万 | 3,991股 | $93.6万 | 3,829股 | +162股+4.23% | 加仓 |
| V先锋领航指数基金VB |
| 0.23% | 0.23% | $95.4万 | 3,146股 | $76.4万 | 2,917股 | +229股+7.85% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.23% | 0.27% | $94.1万 | 1.3万股 | $90.4万 | 1.4万股 | -1,006股-6.95% | 减仓 |
| I景顺交易所交易基金信托PPA |
| 0.21% | 0.14% | $86.4万 | 4,889股 | $47.9万 | 2,888股 | +2,001股+69.29% | 加仓 |
