| I景顺QQQ信托VOO |
| 3.5% | 3.12% | $4,201.1万 | 5.7万股 | $3,288.3万 | 5.7万股 | +201股+0.35% | 加仓 |
| V先锋领航指数基金VOO |
| 3.41% | 3.31% | $4,088.2万 | 6.0万股 | $3,488.4万 | 5.8万股 | +1,367股+2.35% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 2.04% | 1.98% | $2,444.4万 | 15.4万股 | $2,081.4万 | 16.3万股 | -8,385股-5.15% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.9% | 0.59% | $2,285.8万 | 3.1万股 | $617.4万 | 9,474股 | +2.1万股+223.08% | 加仓 |
 泛林集团LRCX |
| 1.79% | — | $2,144.1万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 英伟达NVDA |
| 1.76% | 2.01% | $2,108.1万 | 10.5万股 | $2,116.8万 | 15.0万股 | -4.5万股-29.96% | 减仓 |
| IiShares安硕信托IVW |
| 1.68% | 1.54% | $2,017.3万 | 14.7万股 | $1,622.9万 | 14.3万股 | +3,233股+2.25% | 加仓 |
| IiShares安硕·COREIJR |
| 1.57% | — | $1,880.0万 | 12.7万股 | $0 | 0股 | +12.7万股 | 新买入 |
| IiShares安硕信托TLT |
| 1.5% | 1.65% | $1,797.7万 | 20.8万股 | $1,740.2万 | 20.1万股 | +7,283股+3.63% | 加仓 |
 摩根大通JPM |
| 1.41% | 1.43% | $1,697.1万 | 5.2万股 | $1,505.6万 | 5.1万股 | +701股+1.37% | 加仓 |
| S道富XLI |
| 1.37% | 1.26% | $1,647.3万 | 8.9万股 | $1,327.9万 | 8.2万股 | +6,828股+8.32% | 加仓 |
 微软MSFT |
| 1.36% | 1.49% | $1,637.6万 | 4.4万股 | $1,568.9万 | 4.2万股 | +1,602股+3.79% | 加仓 |
| IiShares安硕信托EEM |
| 1.31% | — | $1,569.2万 | 22.9万股 | $0 | 0股 | +22.9万股 | 新买入 |
| V先锋领航全球基金VGT |
| 1.24% | 1.03% | $1,494.7万 | 12.5万股 | $1,086.0万 | 1.6万股 | +11.0万股+706.41% | 加仓 |
 谷歌AGOOGL |
| 1.24% | — | $1,485.1万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.21% | 0.95% | $1,458.5万 | 3.4万股 | $1,005.1万 | 7.4万股 | -4.1万股-54.61% | 减仓 |
| IiShares安硕信托MTUM |
| 1.19% | 0.96% | $1,431.6万 | 4.2万股 | $1,007.1万 | 4.2万股 | -107股-0.26% | 减仓 |
 雷神技术RTX |
| 1.13% | 1.25% | $1,353.8万 | 7.1万股 | $1,318.6万 | 6.8万股 | +3,028股+4.43% | 加仓 |
 苹果AAPL |
| 1.11% | 1.16% | $1,328.8万 | 4.6万股 | $1,222.5万 | 4.8万股 | -2,346股-4.86% | 减仓 |
 艾伯维ABBV |
| 1.07% | 0.98% | $1,279.1万 | 5.1万股 | $1,028.3万 | 4.8万股 | +2,990股+6.25% | 加仓 |
| IIBMIBM |
| 1.04% | 1% | $1,251.7万 | 4.5万股 | $1,053.0万 | 4.3万股 | +1,116股+2.57% | 加仓 |
 博通AVGO |
| 1.04% | 1.02% | $1,247.3万 | 3.3万股 | $1,069.6万 | 3.5万股 | -1,722股-4.96% | 减仓 |
 RobinhoodHOOD |
| 1.04% | 0.68% | $1,246.8万 | 12.4万股 | $717.4万 | 13.4万股 | -9,288股-6.95% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.98% | — | $1,175.8万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| SSPDR行业精选信托XLK |
| 0.97% | 0.18% | $1,168.0万 | 6.1万股 | $194.8万 | 1.5万股 | +4.7万股+319.09% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.97% | 1.08% | $1,163.0万 | 9.1万股 | $1,132.7万 | 9.3万股 | -2,503股-2.68% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.94% | 1.15% | $1,126.3万 | 22.2万股 | $1,212.5万 | 24.3万股 | -2.1万股-8.69% | 减仓 |
| V先锋领航指数基金VUG |
| 0.92% | 0.87% | $1,107.5万 | 12.9万股 | $919.8万 | 2.1万股 | +10.8万股+512.74% | 加仓 |
 沃尔玛WMT |
| 0.89% | 1.1% | $1,065.4万 | 9.4万股 | $1,154.6万 | 9.3万股 | +1,202股+1.29% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.88% | 0.86% | $1,053.6万 | 3.5万股 | $903.3万 | 3.3万股 | +2,114股+6.38% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.86% | 0.84% | $1,031.1万 | 30.5万股 | $883.2万 | 30.3万股 | +1,520股+0.50% | 加仓 |
| Q高通QCOM |
| 0.85% | 0.67% | $1,015.1万 | 5.5万股 | $704.2万 | 5.5万股 | +279股+0.51% | 加仓 |
 强生JNJ |
| 0.8% | 0.86% | $958.3万 | 3.8万股 | $909.2万 | 3.7万股 | +550股+1.48% | 加仓 |
| IiShares安硕信托IXJ |
| 0.8% | 0.82% | $957.5万 | 9.7万股 | $861.4万 | 9.2万股 | +5,314股+5.78% | 加仓 |
| IiShares安硕信托DGRO |
| 0.79% | 0.82% | $949.7万 | 12.5万股 | $864.8万 | 12.3万股 | +2,084股+1.69% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.77% | 0.76% | $922.7万 | 10.5万股 | $797.5万 | 2.2万股 | +8.3万股+384.37% | 加仓 |
 默沙东MRK |
| 0.76% | 0.79% | $915.2万 | 7.1万股 | $827.6万 | 6.9万股 | +2,416股+3.51% | 加仓 |
 CrowdStrikeCRWD |
| 0.73% | 0.47% | $879.4万 | 1.2万股 | $491.3万 | 1.3万股 | -1,060股-8.42% | 减仓 |
 DatadogDDOG |
| 0.72% | 0.67% | $859.7万 | 3.3万股 | $708.3万 | 8.3万股 | -5.0万股-60.07% | 减仓 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 0.69% | 0.7% | $827.7万 | 16.8万股 | $735.7万 | 15.7万股 | +1.1万股+6.75% | 加仓 |
 Phillips 66PSX |
| 0.68% | 0.8% | $822.0万 | 4.9万股 | $843.9万 | 4.6万股 | +2,311股+4.99% | 加仓 |
 Meta平台META |
| 0.68% | 0.75% | $812.1万 | 1.4万股 | $793.6万 | 1.4万股 | +547股+3.94% | 加仓 |
 AMGEN COMAMGN |
| 0.67% | 0.7% | $803.8万 | 2.2万股 | $741.0万 | 2.1万股 | +1,077股+5.10% | 加仓 |
 特斯拉TSLA |
| 0.67% | 0.66% | $803.3万 | 1.9万股 | $699.6万 | 1.9万股 | +280股+1.49% | 加仓 |
| SSPDR道富系列信托KCE |
| 0.67% | 0.69% | $802.6万 | 5.5万股 | $724.9万 | 5.3万股 | +1,918股+3.65% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.65% | 0.06% | $785.5万 | 14.8万股 | $60.5万 | 9,873股 | +13.8万股+1,397.99% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.65% | 0.67% | $785.3万 | 14.6万股 | $703.1万 | 14.2万股 | +4,152股+2.92% | 加仓 |
 CVS健康CVS |
| 0.65% | 0.6% | $777.7万 | 7.5万股 | $634.2万 | 8.8万股 | -1.3万股-14.86% | 减仓 |
 金佰利KMB |
| 0.65% | 0.62% | $777.6万 | 7.1万股 | $654.8万 | 6.8万股 | +2,991股+4.41% | 加仓 |
 亚马逊AMZN |
| 0.65% | 0.65% | $775.9万 | 3.3万股 | $686.3万 | 3.3万股 | -411股-1.25% | 减仓 |
