 科磊KLAC |
| 4.13% | 2.42% | $2,022.9万 | 6.7万股 | $965.3万 | 6,556股 | +6.0万股+922.71% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 4.11% | 1.87% | $2,016.7万 | 4.7万股 | $744.0万 | 4.5万股 | +1,409股+3.11% | 加仓 |
 英伟达NVDA |
| 3.68% | 3.86% | $1,803.9万 | 9.0万股 | $1,536.7万 | 8.8万股 | +2,044股+2.32% | 加仓 |
| SSPDR行业精选信托XLRE |
| 3.06% | 3.62% | $1,500.8万 | 37.3万股 | $1,444.4万 | 36.0万股 | +1.3万股+3.52% | 加仓 |
 应用材料AMAT |
| 2.85% | 1.58% | $1,397.8万 | 1.9万股 | $627.9万 | 1.8万股 | +963股+5.24% | 加仓 |
 泛林集团LRCX |
| 2.75% | 1.61% | $1,350.2万 | 3.1万股 | $640.0万 | 3.0万股 | +1,204股+4.02% | 加仓 |
| GGlobal X·URANIUM ETFURA |
| 2.69% | 3.66% | $1,319.7万 | 30.2万股 | $1,458.1万 | 30.1万股 | +931股+0.31% | 加仓 |
| AALPS ETF信托AMLP |
| 2.56% | 3.25% | $1,257.5万 | 24.3万股 | $1,293.4万 | 24.6万股 | -3,175股-1.29% | 减仓 |
 博通AVGO |
| 2.52% | 2.45% | $1,234.6万 | 3.3万股 | $975.8万 | 3.2万股 | +1,155股+3.66% | 加仓 |
| I景顺QQQ信托VOO |
| 2.32% | 2.11% | $1,139.7万 | 1.5万股 | $841.8万 | 1.5万股 | +891股+6.11% | 加仓 |
 特斯拉TSLA |
| 2.26% | 2.43% | $1,107.7万 | 2.6万股 | $966.8万 | 2.6万股 | +330股+1.27% | 加仓 |
 帕兰提尔PLTR |
| 2.22% | 3.53% | $1,087.2万 | 9.3万股 | $1,406.3万 | 9.6万股 | -2,949股-3.07% | 减仓 |
| AAPPLIED FINANCE VALUATION LARGE CAP ETFVSLU |
| 2.06% | 2.25% | $1,010.5万 | 21.9万股 | $896.5万 | 21.4万股 | +4,076股+1.90% | 加仓 |
 台积电TSM |
| 1.96% | 1.63% | $961.7万 | 2.0万股 | $648.9万 | 1.9万股 | +937股+4.88% | 加仓 |
 谷歌AGOOGL |
| 1.89% | 1.81% | $924.6万 | 2.6万股 | $721.9万 | 2.5万股 | +769股+3.06% | 加仓 |
 COHEN & STEERS ETF TRUSTUTF |
| 1.83% | 2.15% | $898.2万 | 34.4万股 | $856.2万 | 33.4万股 | +1.0万股+3.12% | 加仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 1.81% | 2.24% | $887.0万 | 8.3万股 | $894.6万 | 8.3万股 | +129股+0.16% | 加仓 |
 亚马逊AMZN |
| 1.74% | 1.82% | $852.0万 | 3.6万股 | $725.9万 | 3.5万股 | +891股+2.56% | 加仓 |
| J骏利Detroit策略信托VNLA |
| 1.63% | 1.71% | $799.5万 | 16.4万股 | $682.9万 | 14.0万股 | +2.4万股+17.06% | 加仓 |
 EMCOREME |
| 1.63% | 1.71% | $797.3万 | 9,607股 | $680.6万 | 9,218股 | +389股+4.22% | 加仓 |
 苹果AAPL |
| 1.6% | 1.73% | $783.1万 | 2.7万股 | $688.0万 | 2.7万股 | -49股-0.18% | 减仓 |
 安费诺APH |
| 1.5% | 1.21% | $737.8万 | 4.2万股 | $483.2万 | 3.8万股 | +3,598股+9.41% | 加仓 |
 美光科技MU |
| 1.44% | 0.15% | $707.6万 | 6,130股 | $60.9万 | 1,803股 | +4,327股+239.99% | 加仓 |
| TTERADYNETER |
| 1.4% | 0.98% | $688.5万 | 1.4万股 | $391.5万 | 1.3万股 | +1,025股+7.76% | 加仓 |
 微软MSFT |
| 1.37% | 1.58% | $669.8万 | 1.8万股 | $627.7万 | 1.7万股 | +1,000股+5.90% | 加仓 |
 康明斯CMI |
| 1.1% | 1.03% | $540.0万 | 7,572股 | $412.3万 | 7,664股 | -92股-1.20% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.09% | 1.01% | $536.2万 | 1.4万股 | $402.8万 | 1.3万股 | +842股+6.65% | 加仓 |
 卡地纳健康CAH |
| 1.06% | 1.04% | $519.6万 | 2.2万股 | $414.8万 | 2.0万股 | +2,241股+11.42% | 加仓 |
 Meta平台META |
| 1.06% | 1.26% | $517.7万 | 9,191股 | $500.9万 | 8,755股 | +436股+4.98% | 加仓 |
| GGlobal X基金PAVE |
| 1% | 1.06% | $488.9万 | 8.3万股 | $420.6万 | 8.3万股 | +188股+0.23% | 加仓 |
 TapestryTPR |
| 0.93% | 1.03% | $456.3万 | 3.1万股 | $409.2万 | 2.9万股 | +2,176股+7.50% | 加仓 |
 纽蒙特NEM |
| 0.93% | 1.25% | $455.5万 | 4.9万股 | $498.8万 | 4.6万股 | +2,691股+5.84% | 加仓 |
 GE VernovaGEV |
| 0.92% | 0.32% | $449.6万 | 3,827股 | $128.0万 | 1,466股 | +2,361股+161.05% | 加仓 |
| GGlobal X基金SHLD |
| 0.91% | 1.35% | $448.1万 | 7.5万股 | $537.5万 | 7.6万股 | -827股-1.09% | 减仓 |
 ANNALY CAPITAL MANAGEMENT COM NEWNLY |
| 0.9% | 1.03% | $439.8万 | 19.7万股 | $410.0万 | 19.4万股 | +2,818股+1.45% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.84% | 0.82% | $410.3万 | 1.5万股 | $328.6万 | 1.4万股 | +1,003股+7.03% | 加仓 |
| AADVISORS INNER CIRCLE FD III STRATEGAS MACROSAMT |
| 0.82% | 0.82% | $403.2万 | 8.4万股 | $326.7万 | 8.3万股 | +1,274股+1.53% | 加仓 |
| V先锋领航指数基金VV |
| 0.81% | 0.83% | $396.6万 | 1.2万股 | $331.5万 | 1.1万股 | +440股+3.97% | 加仓 |
| V先锋领航指数基金VOO |
| 0.77% | 0.22% | $375.9万 | 5,473股 | $87.1万 | 1,457股 | +4,016股+275.63% | 加仓 |
| GGOLDMAN SACHS VALUE OPPORTUNITIES ETFGVLE |
| 0.69% | 0.71% | $339.5万 | 7.2万股 | $284.3万 | 7.2万股 | +542股+0.76% | 加仓 |
| NNRG ENERGYNRG |
| 0.68% | 0.79% | $334.1万 | 2.3万股 | $314.6万 | 2.2万股 | +1,349股+6.27% | 加仓 |
 Arista网络ANET |
| 0.67% | — | $326.9万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.75% | $319.0万 | 4,272股 | $299.4万 | 4,604股 | -332股-7.21% | 减仓 |
 PINNACLE WEST CAPPNW |
| 0.62% | 0.68% | $305.9万 | 2.9万股 | $270.9万 | 2.7万股 | +1,706股+6.35% | 加仓 |
 CrowdStrikeCRWD |
| 0.62% | 0.33% | $301.9万 | 3,956股 | $132.9万 | 3,405股 | +551股+16.18% | 加仓 |
 NETFLIXNFLX |
| 0.6% | 0.95% | $296.4万 | 4.2万股 | $380.3万 | 4.0万股 | +1,963股+4.96% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.6% | 0.61% | $293.2万 | 1.3万股 | $242.7万 | 1.3万股 | +97股+0.75% | 加仓 |
 HCA医疗HCA |
| 0.59% | 0.8% | $289.0万 | 7,412股 | $317.1万 | 6,700股 | +712股+10.63% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.56% | 0.75% | $276.7万 | 14.5万股 | $300.7万 | 15.6万股 | -1.1万股-7.12% | 减仓 |
 摩根大通JPM |
| 0.54% | 0.65% | $264.1万 | 8,070股 | $259.4万 | 8,819股 | -749股-8.49% | 减仓 |
