| AAlphabet Inc Class CGOOG |
| 8.1% | 7.7% | $1,097.4万 | 3.1万股 | $898.2万 | 3.1万股 | -252股-0.80% | 减仓 |
 英伟达NVDA |
| 7.65% | 7.96% | $1,037.6万 | 5.2万股 | $927.7万 | 5.3万股 | -1,335股-2.51% | 减仓 |
 VertivVRT |
| 6.52% | 5.81% | $883.5万 | 2.6万股 | $677.2万 | 2.7万股 | -640股-2.37% | 减仓 |
| I景顺QQQ信托VOO |
| 5.18% | 4.94% | $701.6万 | 9,528股 | $575.7万 | 9,975股 | -447股-4.48% | 减仓 |
 AXON ENTERPRISEAXON |
| 4.63% | 4.15% | $627.6万 | 1.1万股 | $483.6万 | 1.1万股 | -192股-1.69% | 减仓 |
 Meta平台META |
| 4.42% | 5.3% | $599.3万 | 1.1万股 | $617.8万 | 1.1万股 | -159股-1.47% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 4.05% | 4.09% | $549.2万 | 8.9万股 | $476.7万 | 8.6万股 | +3,512股+4.09% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 3.83% | 4.29% | $519.6万 | 9.2万股 | $500.7万 | 8.8万股 | +3,660股+4.14% | 加仓 |
 亚马逊AMZN |
| 3.77% | 3.85% | $511.4万 | 2.1万股 | $448.6万 | 2.2万股 | -80股-0.37% | 减仓 |
 谷歌AGOOGL |
| 3.37% | 3.2% | $457.2万 | 1.3万股 | $372.9万 | 1.3万股 | -175股-1.35% | 减仓 |
 CHAMPION HOMESSKY |
| 2.94% | 2.82% | $397.9万 | 4.5万股 | $328.6万 | 4.4万股 | +979股+2.22% | 加仓 |
 苹果AAPL |
| 2.72% | 2.82% | $369.0万 | 1.3万股 | $329.1万 | 1.3万股 | -217股-1.67% | 减仓 |
| S嘉信策略信托SCHM |
| 2.16% | 2.12% | $293.3万 | 8.0万股 | $247.3万 | 8.0万股 | -339股-0.42% | 减仓 |
 联合健康UNH |
| 1.82% | 1.4% | $246.2万 | 5,924股 | $163.1万 | 6,029股 | -105股-1.74% | 减仓 |
 VisaV |
| 1.8% | 1.85% | $244.4万 | 7,124股 | $216.2万 | 7,154股 | -30股-0.42% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 1.69% | 1.42% | $228.6万 | 2.0万股 | $165.8万 | 2.1万股 | -355股-1.70% | 减仓 |
 迈威尔MRVL |
| 1.55% | 0.63% | $210.2万 | 7,055股 | $73.4万 | 7,415股 | -360股-4.86% | 减仓 |
 微软MSFT |
| 1.47% | 1.6% | $199.5万 | 5,349股 | $186.6万 | 5,041股 | +308股+6.11% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.38% | 1.43% | $186.8万 | 2,502股 | $166.2万 | 2,555股 | -53股-2.07% | 减仓 |
 LOWES COS COMLOW |
| 1.32% | 1.7% | $179.5万 | 8,139股 | $198.6万 | 8,404股 | -265股-3.15% | 减仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 1.16% | 1.13% | $157.7万 | 1.7万股 | $131.8万 | 1.7万股 | -50股-0.29% | 减仓 |
| GGlobal X基金QYLD |
| 1.14% | 1.03% | $153.9万 | 8.4万股 | $120.1万 | 7.0万股 | +1.4万股+19.28% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.1% | 2.46% | $149.8万 | 2股 | $287.3万 | 4股 | -2股-50.00% | 减仓 |
| S嘉信·USSCHX |
| 0.93% | 0.98% | $126.4万 | 4.3万股 | $114.0万 | 4.4万股 | -1,525股-3.43% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.85% | 1.28% | $115.2万 | 9,360股 | $149.6万 | 9,514股 | -154股-1.62% | 减仓 |
 UMH PPTYSUMH |
| 0.85% | 0.82% | $115.1万 | 7.6万股 | $95.5万 | 6.6万股 | +9,800股+14.80% | 加仓 |
| G高盛ETF信托GINC |
| 0.79% | 0.73% | $106.8万 | 1.9万股 | $85.4万 | 1.7万股 | +2,152股+12.60% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.75% | 0.79% | $101.4万 | 5,390股 | $91.9万 | 5,926股 | -536股-9.04% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.73% | 0.82% | $99.2万 | 1,982股 | $95.8万 | 1,999股 | -17股-0.85% | 减仓 |
| V先锋领航指数基金VOO |
| 0.72% | 0.72% | $97.5万 | 1,420股 | $84.3万 | 1,410股 | +10股+0.71% | 加仓 |
 BlockXYZ |
| 0.71% | 0.51% | $95.7万 | 1.3万股 | $59.8万 | 9,933股 | +2,660股+26.78% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.66% | 0.71% | $88.8万 | 9,802股 | $82.5万 | 1.0万股 | -500股-4.85% | 减仓 |
 新思科技SNPS |
| 0.65% | 0.67% | $88.3万 | 1,980股 | $77.9万 | 1,965股 | +15股+0.76% | 加仓 |
| AALPS ETF信托AMLP |
| 0.63% | 0.69% | $85.4万 | 1.6万股 | $80.5万 | 1.5万股 | +1,185股+7.75% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.6% | 0.69% | $80.8万 | 1.9万股 | $80.9万 | 1.3万股 | +6,045股+46.90% | 加仓 |
 CrowdStrikeCRWD |
| 0.59% | 0.35% | $80.5万 | 1,055股 | $41.2万 | 1,055股 | 00.00% | 持仓不变 |
 GeneracGNRC |
| 0.57% | 0.46% | $76.9万 | 2,625股 | $53.7万 | 2,750股 | -125股-4.55% | 减仓 |
| IINVESCO T DYNMC SEMICNDTPSI |
| 0.54% | 0.32% | $72.8万 | 3,877股 | $36.9万 | 3,907股 | -30股-0.77% | 减仓 |
| WWESTERN MIDSTREAM PAR LPWES |
| 0.47% | 0.42% | $64.1万 | 1.5万股 | $49.4万 | 1.2万股 | +2,650股+22.08% | 加仓 |
 埃克森美孚XOM |
| 0.46% | 0.68% | $62.3万 | 4,559股 | $78.8万 | 4,646股 | -87股-1.87% | 减仓 |
 好市多COST |
| 0.43% | 0.53% | $57.7万 | 617股 | $61.5万 | 617股 | 00.00% | 持仓不变 |
| AAMKOR TECHNOLOGYAMKR |
| 0.41% | 0.28% | $56.1万 | 6,505股 | $32.8万 | 7,280股 | -775股-10.65% | 减仓 |
| IiShares安硕信托DSI |
| 0.41% | 0.57% | $55.2万 | 3,875股 | $66.7万 | 5,500股 | -1,625股-29.55% | 减仓 |
 NATURAL RESOURCE PARTNERS L COMNRP |
| 0.39% | — | $53.4万 | 5,500股 | $0 | 0股 | +5,500股 | 新买入 |
 卡特彼勒CAT |
| 0.37% | 0.21% | $49.5万 | 465股 | $24.8万 | 350股 | +115股+32.86% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.35% | 0.32% | $47.8万 | 2.5万股 | $37.6万 | 2.0万股 | +5,500股+28.21% | 加仓 |
 LANTHEUSLNTH |
| 0.34% | 0.28% | $46.3万 | 4,175股 | $32.8万 | 4,325股 | -150股-3.47% | 减仓 |
 财捷INTU |
| 0.34% | 0.3% | $45.8万 | 1,756股 | $34.8万 | 806股 | +950股+117.87% | 加仓 |
| G高盛ETF信托JUST |
| 0.32% | 0.45% | $44.0万 | 4,120股 | $52.9万 | 5,720股 | -1,600股-27.97% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.32% | 0.28% | $43.5万 | 6,450股 | $32.5万 | 5,000股 | +1,450股+29.00% | 加仓 |
