 联合包裹UPSUPS |
| 19.95% | 45.55% | $2,527.5万 | 23.5万股 | $2,213.9万 | 22.5万股 | +1.0万股+4.48% | 加仓 |
 微软MSFT |
| 13.87% | — | $1,757.4万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 Meta平台META |
| 10.72% | — | $1,357.9万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 苹果AAPL |
| 10.2% | 2.1% | $1,292.9万 | 4.5万股 | $101.9万 | 4,015股 | +4.1万股+1,012.85% | 加仓 |
 谷歌AGOOGL |
| 4.46% | — | $565.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 英伟达NVDA |
| 3.33% | 1.24% | $421.9万 | 2.1万股 | $60.1万 | 3,446股 | +1.8万股+511.81% | 加仓 |
| F第一信托交易所交易基金VIQMMY |
| 2.43% | — | $307.6万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
| FFT VEST U.S. EQUITY BUFFER ETF - MAYFMAY |
| 2.41% | — | $305.5万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.3% | 1.41% | $291.9万 | 8.6万股 | $68.6万 | 2.4万股 | +6.3万股+266.31% | 加仓 |
| RRiot PlatformsRIOT |
| 1.74% | — | $220.7万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.65% | — | $208.8万 | 3,258股 | $0 | 0股 | +3,258股 | 新买入 |
| IiShares安硕信托LQD |
| 1.62% | — | $204.8万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| F第一信托交易所交易基金VIUCON |
| 1.5% | 4.96% | $190.3万 | 7.6万股 | $241.0万 | 9.7万股 | -2.1万股-21.40% | 减仓 |
| F第一信托交易所交易基金FPX |
| 1.44% | — | $182.0万 | 9,489股 | $0 | 0股 | +9,489股 | 新买入 |
 威瑞森VZ |
| 1.41% | — | $178.8万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| F第一信托交易所交易基金VIUXOC |
| 1.32% | 0.61% | $167.3万 | 4.3万股 | $29.9万 | 8,873股 | +3.4万股+381.61% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.32% | 3.13% | $166.8万 | 2,233股 | $152.1万 | 2,339股 | -106股-4.53% | 减仓 |
| FFT VEST LAD AUTO CALL BARRIERACYN |
| 1.31% | — | $165.6万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| SSPDR道富系列信托BIL |
| 1.22% | 2.54% | $155.1万 | 1.7万股 | $123.6万 | 1.3万股 | +3,435股+25.47% | 加仓 |
 VALEVALE |
| 1.15% | — | $145.7万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 1.12% | 2.24% | $142.0万 | 1.5万股 | $109.0万 | 1.1万股 | +3,348股+29.41% | 加仓 |
| F第一信托交易所交易基金FYC |
| 0.78% | — | $98.3万 | 7,375股 | $0 | 0股 | +7,375股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.78% | 1.94% | $98.2万 | 1,963股 | $94.1万 | 1,963股 | 00.00% | 持仓不变 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.77% | 1.05% | $97.7万 | 2.0万股 | $51.1万 | 1.0万股 | +9,365股+91.34% | 加仓 |
| V先锋领航指数基金VOO |
| 0.69% | 1.36% | $87.0万 | 1,267股 | $66.0万 | 1,105股 | +162股+14.66% | 加仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.55% | — | $69.1万 | 1,817股 | $0 | 0股 | +1,817股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.54% | 1.35% | $68.9万 | 936股 | $65.5万 | 1,134股 | -198股-17.46% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.53% | 0.82% | $66.8万 | 2.0万股 | $40.1万 | 1.0万股 | +9,650股+92.56% | 加仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.51% | — | $64.2万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 ShopifySHOP |
| 0.49% | 0.76% | $62.4万 | 5,464股 | $37.2万 | 3,134股 | +2,330股+74.35% | 加仓 |
 KRAFT HEINZ COMKHC |
| 0.48% | 0.08% | $60.9万 | 2.6万股 | $3.8万 | 2.6万股 | 00.00% | 持仓不变 |
| YYIELDMAX NVDA OPTION INCOME STRATEGY ETFNVDY |
| 0.48% | 1.19% | $60.3万 | 4.8万股 | $57.7万 | 4.4万股 | +4,021股+9.05% | 加仓 |
| F第一信托·USTCIBR |
| 0.45% | — | $56.5万 | 6,293股 | $0 | 0股 | +6,293股 | 新买入 |
| EEZCORPEZPW |
| 0.43% | — | $55.0万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| Q高通QCOM |
| 0.41% | — | $51.5万 | 2,788股 | $0 | 0股 | +2,788股 | 新买入 |
 GUGGENHEIM STRATEGIC OPPORTUGOF |
| 0.37% | 0.87% | $46.4万 | 4.2万股 | $42.3万 | 3.8万股 | +4,025股+10.48% | 加仓 |
 PIMCO·DYNAMIC INCOMEPDI |
| 0.36% | 0.92% | $45.0万 | 2.7万股 | $44.9万 | 2.6万股 | +703股+2.68% | 加仓 |
| F第一信托交易所交易基金LGOV |
| 0.35% | — | $44.0万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 T-MOBILE US COMTMUS |
| 0.31% | 1.01% | $39.2万 | 2,338股 | $49.1万 | 2,338股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托XLG |
| 0.29% | 0.55% | $36.5万 | 5,960股 | $26.8万 | 4,921股 | +1,039股+21.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.53% | $31.8万 | 900股 | $25.8万 | 900股 | 00.00% | 持仓不变 |
| GGLOBAL X RUSSELL 2000 COVERED CALL ETFRYLD |
| 0.25% | 0.6% | $31.3万 | 2.0万股 | $29.0万 | 1.9万股 | +137股+0.71% | 加仓 |
| GGlobal X基金SHLD |
| 0.24% | 0.76% | $30.9万 | 5,179股 | $36.8万 | 5,191股 | -12股-0.23% | 减仓 |
| TTidal·TRUST IIAMZY |
| 0.23% | 0.6% | $29.6万 | 2.8万股 | $29.1万 | 2.6万股 | +1,279股+4.85% | 加仓 |
 帕兰提尔PLTR |
| 0.23% | — | $29.3万 | 2,514股 | $0 | 0股 | +2,514股 | 新买入 |
 CALAMOS DYNAMIC CONV & INCOMCCD |
| 0.22% | 0.78% | $28.1万 | 1.1万股 | $37.7万 | 1.8万股 | -6,754股-38.21% | 减仓 |
 洛克希德马丁LMT |
| 0.21% | 0.75% | $27.0万 | 529股 | $36.3万 | 600股 | -71股-11.83% | 减仓 |
| SSPDR黄金信托GLD |
| 0.21% | 1.12% | $26.4万 | 717股 | $54.5万 | 1,267股 | -550股-43.41% | 减仓 |
 LumentumLITE |
| 0.2% | — | $25.5万 | 297股 | $0 | 0股 | +297股 | 新买入 |
| SSPDR道富指数基金SPEM |
| 0.2% | 0.44% | $25.2万 | 4,862股 | $21.3万 | 4,547股 | +315股+6.93% | 加仓 |
