| SSPDR道富指数基金SPDW |
| 7.15% | 7.3% | $501.1万 | 9.9万股 | $425.8万 | 9.3万股 | +6,157股+6.60% | 加仓 |
 苹果AAPL |
| 5.01% | 5.29% | $351.3万 | 1.2万股 | $309.0万 | 1.2万股 | -34股-0.28% | 减仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 4.45% | 4.49% | $312.0万 | 3.4万股 | $262.0万 | 3.4万股 | -262股-0.76% | 减仓 |
 西部数据WDC |
| 4.31% | 2.24% | $302.4万 | 4,735股 | $130.5万 | 4,826股 | -91股-1.89% | 减仓 |
 谷歌AGOOGL |
| 3.8% | 3.73% | $266.4万 | 7,455股 | $217.9万 | 7,577股 | -122股-1.61% | 减仓 |
 特斯拉TSLA |
| 3.71% | 3.92% | $260.3万 | 6,189股 | $228.7万 | 6,153股 | +36股+0.59% | 加仓 |
 Bloom EnergyBE |
| 3.53% | 1.87% | $247.2万 | 8,166股 | $109.3万 | 8,067股 | +99股+1.23% | 加仓 |
 英伟达NVDA |
| 3.2% | 5.23% | $224.5万 | 1.1万股 | $305.0万 | 1.7万股 | -6,271股-35.86% | 减仓 |
 美光科技MU |
| 3.04% | — | $213.1万 | 1,846股 | $0 | 0股 | +1,846股 | 新买入 |
| F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV |
| 3.01% | 2.87% | $210.9万 | 2.8万股 | $167.7万 | 2.8万股 | +39股+0.14% | 加仓 |
 亚马逊AMZN |
| 2.56% | 2.41% | $179.5万 | 7,533股 | $140.8万 | 6,760股 | +773股+11.43% | 加仓 |
| SSPDR道富系列信托HYMB |
| 2.42% | 2.79% | $169.5万 | 6.7万股 | $162.6万 | 6.6万股 | +1,041股+1.59% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 2.12% | 2.28% | $148.7万 | 5,532股 | $133.3万 | 5,784股 | -252股-4.36% | 减仓 |
 微软MSFT |
| 2.05% | 2.17% | $144.0万 | 3,860股 | $126.6万 | 3,419股 | +441股+12.90% | 加仓 |
 MILLICOM INTL CELLULARTIGO |
| 2.03% | — | $142.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| I景顺交易所交易基金IISPMO |
| 2% | 1.74% | $140.3万 | 8,688股 | $101.6万 | 9,060股 | -372股-4.11% | 减仓 |
 Meta平台META |
| 1.81% | 2.54% | $127.2万 | 2,258股 | $148.3万 | 2,592股 | -334股-12.89% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.81% | 2.01% | $126.9万 | 2.1万股 | $117.1万 | 2.1万股 | -450股-2.13% | 减仓 |
| IiShares安硕信托USMV |
| 1.8% | 1.94% | $126.2万 | 1.3万股 | $113.4万 | 1.2万股 | +853股+6.98% | 加仓 |
 柯蒂斯怀特CW |
| 1.8% | 2.1% | $125.9万 | 1,661股 | $122.5万 | 1,798股 | -137股-7.62% | 减仓 |
| FFIRST TRUST TACTICAL HIGH YIELD ETFHYLS |
| 1.62% | 1.95% | $113.3万 | 2.8万股 | $113.5万 | 2.8万股 | -109股-0.39% | 减仓 |
 CienaCIEN |
| 1.49% | — | $104.6万 | 2,133股 | $0 | 0股 | +2,133股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.48% | 1.55% | $104.1万 | 1,413股 | $90.4万 | 1,566股 | -153股-9.77% | 减仓 |
 沃尔玛WMT |
| 1.46% | 1.93% | $102.1万 | 9,011股 | $112.8万 | 9,079股 | -68股-0.75% | 减仓 |
 帕兰提尔PLTR |
| 1.43% | 2.17% | $100.0万 | 8,567股 | $126.6万 | 8,654股 | -87股-1.01% | 减仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 1.41% | 1.69% | $98.5万 | 5.1万股 | $98.4万 | 5.2万股 | -727股-1.40% | 减仓 |
| PPLANET LABS PBC CLASS APL |
| 1.33% | — | $93.1万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 摩根大通JPM |
| 1.33% | 1.43% | $92.9万 | 2,838股 | $83.7万 | 2,844股 | -6股-0.21% | 减仓 |
| SSpaceXSPCX |
| 1.19% | — | $83.1万 | 4,865股 | $0 | 0股 | +4,865股 | 新买入 |
| SSPDR道富系列信托SHM |
| 1.1% | 1.24% | $77.3万 | 1.6万股 | $72.4万 | 1.5万股 | +990股+6.54% | 加仓 |
| VVIASATVSAT |
| 0.98% | 0.62% | $68.8万 | 7,663股 | $36.3万 | 7,917股 | -254股-3.21% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.92% | 0.95% | $64.2万 | 1.1万股 | $55.7万 | 9,323股 | +1,432股+15.36% | 加仓 |
| F第一信托交易所交易基金IIIFMB |
| 0.84% | 1.07% | $58.7万 | 1.1万股 | $62.6万 | 1.2万股 | -925股-7.48% | 减仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.81% | — | $57.1万 | 1,712股 | $0 | 0股 | +1,712股 | 新买入 |
| AACM RESHACMR |
| 0.81% | — | $56.8万 | 4,476股 | $0 | 0股 | +4,476股 | 新买入 |
| AASE TECHNOLOGYASX |
| 0.79% | — | $55.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.75% | 1.08% | $52.8万 | 1,432股 | $63.1万 | 1,466股 | -34股-2.32% | 减仓 |
 金罗斯黄金KGC |
| 0.74% | 1.15% | $52.1万 | 2.2万股 | $66.8万 | 2.2万股 | +147股+0.67% | 加仓 |
| UUNITED MICROELECTRONICSUMC |
| 0.72% | — | $50.8万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| EESCO TECHNOLOGIESESE |
| 0.71% | 0.71% | $49.5万 | 1,413股 | $41.4万 | 1,473股 | -60股-4.07% | 减仓 |
| GGLOBAL X RUSSELL 2000 COVERED CALL ETFRYLD |
| 0.69% | 0.79% | $48.4万 | 3.0万股 | $46.0万 | 3.1万股 | -470股-1.53% | 减仓 |
 康菲石油COP |
| 0.69% | 1.07% | $48.1万 | 4,622股 | $62.5万 | 4,736股 | -114股-2.41% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.68% | 1.02% | $47.8万 | 8,459股 | $59.3万 | 1.0万股 | -1,998股-19.11% | 减仓 |
| SSPDR道富系列信托SJNK |
| 0.68% | 0.83% | $47.8万 | 1.9万股 | $48.6万 | 1.9万股 | -358股-1.84% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.67% | 0.66% | $46.6万 | 1,320股 | $38.7万 | 1,350股 | -30股-2.22% | 减仓 |
| IIONQIONQ |
| 0.64% | — | $45.0万 | 8,454股 | $0 | 0股 | +8,454股 | 新买入 |
 VanEck ETF信托SHYD |
| 0.64% | 0.77% | $44.9万 | 2.0万股 | $44.9万 | 2.0万股 | -200股-1.01% | 减仓 |
 SCHOLAR ROCKSRRK |
| 0.64% | — | $44.6万 | 8,116股 | $0 | 0股 | +8,116股 | 新买入 |
| F第一信托交易所交易基金IIIFPE |
| 0.61% | 0.75% | $42.6万 | 2.4万股 | $43.9万 | 2.5万股 | -913股-3.69% | 减仓 |
 UNITED BANKSHARES WEST VUBSI |
| 0.61% | — | $42.5万 | 9,273股 | $0 | 0股 | +9,273股 | 新买入 |
