| I景顺交易所交易基金信托RSP |
| 9.12% | 6.16% | $980.6万 | 4.6万股 | $437.6万 | 2.3万股 | +2.3万股+102.14% | 加仓 |
| SSPDR标普500 ETFSPY |
| 5.55% | 3.07% | $596.2万 | 7,984股 | $217.7万 | 3,348股 | +4,636股+138.47% | 加仓 |
 康宁GLW |
| 3.57% | 2.68% | $383.9万 | 1.5万股 | $190.1万 | 1.4万股 | +1,047股+7.49% | 加仓 |
 西部数据WDC |
| 3.04% | 3.05% | $327.1万 | 5,121股 | $216.5万 | 8,004股 | -2,883股-36.02% | 减仓 |
 AMD超威AMD |
| 2.97% | 0.3% | $318.7万 | 5,487股 | $21.5万 | 1,058股 | +4,429股+418.62% | 加仓 |
 美光科技MU |
| 2.82% | 2.54% | $303.0万 | 2,625股 | $180.6万 | 5,345股 | -2,720股-50.89% | 减仓 |
| AASTERA LABSALAB |
| 2.79% | — | $300.1万 | 6,214股 | $0 | 0股 | +6,214股 | 新买入 |
| V先锋领航全球基金VGT |
| 2.71% | 2.89% | $290.9万 | 2.4万股 | $205.2万 | 2,941股 | +2.1万股+727.68% | 加仓 |
 英特尔INTC |
| 2.53% | — | $271.4万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.52% | — | $270.3万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| SSPDR行业精选信托XLY |
| 2.38% | — | $256.2万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| SSANDISK COMSNDK |
| 2.38% | 1.34% | $255.8万 | 1,125股 | $94.9万 | 1,493股 | -368股-24.65% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.18% | 1.17% | $234.1万 | 5,426股 | $83.4万 | 5,080股 | +346股+6.81% | 加仓 |
 卡特彼勒CAT |
| 2.18% | 2.04% | $233.9万 | 2,196股 | $144.5万 | 2,039股 | +157股+7.70% | 加仓 |
| CCOMFORT SYS USAFIX |
| 2.07% | 2.01% | $222.6万 | 1,123股 | $142.4万 | 1,033股 | +90股+8.71% | 加仓 |
| FFLEXFLEX |
| 2.04% | — | $218.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 迈威尔MRVL |
| 1.97% | — | $211.7万 | 7,107股 | $0 | 0股 | +7,107股 | 新买入 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 1.93% | — | $206.9万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| SSPDR行业精选信托XLU |
| 1.92% | 3.13% | $206.1万 | 4.5万股 | $222.3万 | 4.8万股 | -2,966股-6.12% | 减仓 |
 思科CSCO |
| 1.73% | — | $186.4万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 VertivVRT |
| 1.73% | 1.37% | $186.0万 | 5,554股 | $97.2万 | 3,879股 | +1,675股+43.18% | 加仓 |
 NVENT ELECTRICNVT |
| 1.69% | 1.21% | $181.1万 | 1.1万股 | $85.9万 | 7,259股 | +3,418股+47.09% | 加仓 |
| MMASTECMTZ |
| 1.66% | 1.28% | $177.9万 | 4,276股 | $91.0万 | 2,827股 | +1,449股+51.26% | 加仓 |
 Arista网络ANET |
| 1.53% | — | $164.5万 | 9,682股 | $0 | 0股 | +9,682股 | 新买入 |
 DatadogDDOG |
| 1.43% | — | $153.7万 | 5,904股 | $0 | 0股 | +5,904股 | 新买入 |
 德州仪器TXN |
| 1.41% | — | $151.5万 | 5,083股 | $0 | 0股 | +5,083股 | 新买入 |
| MMKSMKSI |
| 1.38% | — | $148.7万 | 3,342股 | $0 | 0股 | +3,342股 | 新买入 |
 UNITED AIRLS COMUAL |
| 1.38% | — | $148.0万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 CrowdStrikeCRWD |
| 1.38% | — | $147.8万 | 1,937股 | $0 | 0股 | +1,937股 | 新买入 |
 相干公司COHR |
| 1.34% | — | $144.2万 | 3,656股 | $0 | 0股 | +3,656股 | 新买入 |
 GE VernovaGEV |
| 1.29% | 1.34% | $139.0万 | 1,183股 | $95.4万 | 1,093股 | +90股+8.23% | 加仓 |
 F5FFIV |
| 1.25% | — | $134.8万 | 3,241股 | $0 | 0股 | +3,241股 | 新买入 |
 HUNT J B TRANS SVCSJBHT |
| 1.25% | — | $134.3万 | 4,640股 | $0 | 0股 | +4,640股 | 新买入 |
 NetAppNTAP |
| 1.2% | — | $128.8万 | 8,321股 | $0 | 0股 | +8,321股 | 新买入 |
 HUMANA COMHUM |
| 1.16% | — | $125.0万 | 3,146股 | $0 | 0股 | +3,146股 | 新买入 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.13% | — | $121.8万 | 1,451股 | $0 | 0股 | +1,451股 | 新买入 |
 捷普JBL |
| 1.09% | — | $117.2万 | 3,041股 | $0 | 0股 | +3,041股 | 新买入 |
 希捷STX |
| 0.96% | 0.56% | $103.2万 | 1,069股 | $39.9万 | 1,019股 | +50股+4.91% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.82% | 1.45% | $88.5万 | 1.8万股 | $103.2万 | 2.0万股 | -2,928股-14.29% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 0.79% | 1.05% | $84.5万 | 1.4万股 | $74.4万 | 1.3万股 | +351股+2.61% | 加仓 |
 泛林集团LRCX |
| 0.72% | 0.51% | $77.3万 | 1,785股 | $36.3万 | 1,700股 | +85股+5.00% | 加仓 |
 科磊KLAC |
| 0.67% | 0.48% | $72.4万 | 2,400股 | $33.7万 | 229股 | +2,171股+948.03% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.64% | 1.82% | $69.2万 | 7,556股 | $129.0万 | 1.4万股 | -6,518股-46.31% | 减仓 |
| IiShares安硕信托AOR |
| 0.59% | — | $63.6万 | 9,149股 | $0 | 0股 | +9,149股 | 新买入 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.58% | — | $61.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.52% | — | $55.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 康明斯CMI |
| 0.49% | 0.53% | $52.7万 | 739股 | $37.9万 | 704股 | +35股+4.97% | 加仓 |
| RRAREVIEW GOVERNMENT MONEYRMME |
| 0.47% | — | $50.7万 | 5,051股 | $0 | 0股 | +5,051股 | 新买入 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.47% | 0.68% | $50.5万 | 9,986股 | $48.1万 | 9,511股 | +475股+4.99% | 加仓 |
 谷歌AGOOGL |
| 0.45% | 0.52% | $48.3万 | 1,352股 | $37.0万 | 1,288股 | +64股+4.97% | 加仓 |
