| ZZACKS TRUSTZECP |
| 16.3% | 18.69% | $2,994.9万 | 79.4万股 | $2,674.5万 | 79.1万股 | +2,997股+0.38% | 加仓 |
| CCALAMOS ETF TRCAIE |
| 10.3% | 4.99% | $1,892.9万 | 69.6万股 | $714.0万 | 28.4万股 | +41.2万股+144.95% | 加仓 |
 英伟达NVDA |
| 9.16% | 10.12% | $1,682.4万 | 8.4万股 | $1,448.7万 | 8.3万股 | +1,015股+1.22% | 加仓 |
 博通AVGO |
| 3.96% | 4.21% | $728.0万 | 1.9万股 | $602.8万 | 1.9万股 | -206股-1.06% | 减仓 |
 亚马逊AMZN |
| 3.85% | 4.26% | $708.0万 | 3.0万股 | $609.8万 | 2.9万股 | +425股+1.45% | 加仓 |
 美光科技MU |
| 3.19% | 0.47% | $586.0万 | 5,077股 | $66.8万 | 1,977股 | +3,100股+156.80% | 加仓 |
 Meta平台META |
| 2.97% | 3.6% | $545.6万 | 9,685股 | $515.2万 | 9,005股 | +680股+7.55% | 加仓 |
 谷歌AGOOGL |
| 2.63% | 2.69% | $482.9万 | 1.4万股 | $385.3万 | 1.3万股 | +116股+0.87% | 加仓 |
 微软MSFT |
| 2.52% | 3.08% | $463.3万 | 1.2万股 | $441.0万 | 1.2万股 | +509股+4.27% | 加仓 |
 苹果AAPL |
| 2.05% | 2.5% | $377.2万 | 1.3万股 | $358.2万 | 1.4万股 | -1,079股-7.64% | 减仓 |
 卡特彼勒CAT |
| 1.85% | 1.58% | $339.7万 | 3,190股 | $225.8万 | 3,187股 | +3股+0.09% | 加仓 |
 礼来LLY |
| 1.83% | 1.28% | $335.6万 | 2,798股 | $182.6万 | 1,985股 | +813股+40.96% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.64% | 1.47% | $301.7万 | 1.6万股 | $210.9万 | 1.6万股 | -30股-0.19% | 减仓 |
 科磊KLAC |
| 1.62% | 0.94% | $298.2万 | 9,883股 | $134.6万 | 914股 | +8,969股+981.29% | 加仓 |
 CrowdStrikeCRWD |
| 1.58% | 0.5% | $289.5万 | 3,793股 | $71.3万 | 1,826股 | +1,967股+107.72% | 加仓 |
 帕兰提尔PLTR |
| 1.57% | 2.32% | $288.9万 | 2.5万股 | $332.1万 | 2.3万股 | +2,062股+9.08% | 加仓 |
 摩根大通JPM |
| 1.37% | 1.39% | $251.6万 | 7,688股 | $199.6万 | 6,786股 | +902股+13.29% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.27% | 0.67% | $233.7万 | 5,416股 | $95.8万 | 5,838股 | -422股-7.23% | 减仓 |
 VisaV |
| 1.26% | 1.34% | $231.8万 | 6,757股 | $191.8万 | 6,346股 | +411股+6.48% | 加仓 |
 PALO ALTOPANW |
| 1.23% | 0.74% | $225.8万 | 6,622股 | $105.9万 | 6,608股 | +14股+0.21% | 加仓 |
 AMD超威AMD |
| 1.2% | 0.54% | $220.3万 | 3,792股 | $76.9万 | 3,778股 | +14股+0.37% | 加仓 |
 QUANTA SVCSPWR |
| 1.19% | 1.14% | $218.8万 | 3,038股 | $163.8万 | 2,983股 | +55股+1.84% | 加仓 |
| PPimco Active Bond ETFBOND |
| 1.14% | 1.61% | $208.8万 | 2.3万股 | $230.6万 | 2.5万股 | -2,335股-9.35% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.12% | 1.65% | $205.7万 | 7.8万股 | $236.5万 | 9.0万股 | -1.3万股-14.07% | 减仓 |
 CASEYS GEN STORESCASY |
| 0.96% | 0.65% | $177.3万 | 2,230股 | $92.6万 | 1,272股 | +958股+75.31% | 加仓 |
 迪尔DE |
| 0.93% | 0.88% | $170.2万 | 2,684股 | $126.1万 | 2,239股 | +445股+19.87% | 加仓 |
| JJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETFBBHY |
| 0.91% | 1.33% | $166.4万 | 3.6万股 | $190.0万 | 4.1万股 | -5,369股-12.95% | 减仓 |
 嘉信理财SCHW |
| 0.87% | — | $160.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 特斯拉TSLA |
| 0.87% | 0.94% | $159.0万 | 3,781股 | $133.9万 | 3,602股 | +179股+4.97% | 加仓 |
 埃克森美孚XOM |
| 0.85% | 1.35% | $157.0万 | 1.1万股 | $193.6万 | 1.1万股 | +75股+0.66% | 加仓 |
 泛林集团LRCX |
| 0.78% | 0.49% | $142.7万 | 3,292股 | $70.3万 | 3,290股 | +2股+0.06% | 加仓 |
 家得宝HD |
| 0.76% | 0.83% | $140.3万 | 3,979股 | $118.7万 | 3,611股 | +368股+10.19% | 加仓 |
 艾伯维ABBV |
| 0.7% | 0.77% | $129.3万 | 5,140股 | $110.6万 | 5,086股 | +54股+1.06% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.68% | 1.02% | $124.7万 | 2.7万股 | $145.3万 | 3.1万股 | -4,301股-13.94% | 减仓 |
 美国运通AXP |
| 0.68% | — | $124.2万 | 3,672股 | $0 | 0股 | +3,672股 | 新买入 |
| CCACI国际CACI |
| 0.57% | 0.8% | $104.7万 | 2,260股 | $113.9万 | 2,094股 | +166股+7.93% | 加仓 |
 钢铁动力STLD |
| 0.54% | 0.43% | $99.4万 | 4,330股 | $61.4万 | 3,412股 | +918股+26.91% | 加仓 |
 好市多COST |
| 0.53% | 0.63% | $98.1万 | 1,048股 | $90.3万 | 906股 | +142股+15.67% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.56% | $97.9万 | 2,770股 | $80.0万 | 2,789股 | -19股-0.68% | 减仓 |
 ARCOSAACA |
| 0.53% | 0.47% | $97.5万 | 6,714股 | $67.3万 | 6,345股 | +369股+5.82% | 加仓 |
 强生JNJ |
| 0.51% | 0.2% | $93.5万 | 3,680股 | $28.6万 | 1,170股 | +2,510股+214.53% | 加仓 |
| SSpaceXSPCX |
| 0.5% | — | $91.0万 | 5,327股 | $0 | 0股 | +5,327股 | 新买入 |
| C花旗集团C |
| 0.49% | — | $89.4万 | 6,387股 | $0 | 0股 | +6,387股 | 新买入 |
| GGILEAD SCIENCES COMGILD |
| 0.47% | 0.17% | $87.2万 | 6,905股 | $23.7万 | 1,703股 | +5,202股+305.46% | 加仓 |
 MCKESSON COMMCK |
| 0.46% | 0.62% | $84.3万 | 1,115股 | $88.3万 | 1,020股 | +95股+9.31% | 加仓 |
 台积电TSM |
| 0.44% | 0.4% | $80.9万 | 1,694股 | $57.6万 | 1,703股 | -9股-0.53% | 减仓 |
| BBANK OF AMERBAC |
| 0.42% | 0.45% | $76.6万 | 1.3万股 | $64.4万 | 1.3万股 | +229股+1.73% | 加仓 |
| KKimco地产KIM |
| 0.41% | 0.46% | $75.7万 | 3.0万股 | $66.4万 | 3.0万股 | +313股+1.06% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.41% | 0.62% | $74.8万 | 1.3万股 | $88.5万 | 1.6万股 | -2,370股-15.17% | 减仓 |
| WWHITESTONE REIT |
| 0.4% | — | $73.8万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
