| SSPDR行业精选信托XLF |
| 10.9% | 0.78% | $476.0万 | 8.7万股 | $88.3万 | 1.6万股 | +7.1万股+429.88% | 加仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 9.19% | — | $400.9万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
| SSPDR行业精选信托XLY |
| 9.08% | — | $396.4万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| S道富XLI |
| 8.99% | — | $392.5万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| IiShares安硕信托HYG |
| 8.31% | 3.58% | $362.8万 | 4.5万股 | $406.0万 | 5.0万股 | -5,000股-10.00% | 减仓 |
 VanEck ETF信托SMH |
| 5.61% | 8.87% | $244.9万 | 6,800股 | $1,005.2万 | 3.1万股 | -2.4万股-77.92% | 减仓 |
 英伟达NVDA |
| 5.24% | 1.5% | $228.9万 | 1.2万股 | $170.5万 | 9,136股 | +3,136股+34.33% | 加仓 |
 亚马逊AMZN |
| 5.07% | 1.51% | $221.2万 | 9,585股 | $171.5万 | 7,810股 | +1,775股+22.73% | 加仓 |
 FIRST SOLAR COMFSLR |
| 4.29% | 0.18% | $187.1万 | 7,164股 | $20.9万 | 946股 | +6,218股+657.29% | 加仓 |
| I景顺交易所交易基金IISPHB |
| 4.15% | 1.81% | $181.3万 | 1.6万股 | $205.3万 | 1.9万股 | -3,200股-17.11% | 减仓 |
 谷歌AGOOGL |
| 3.8% | 0.85% | $165.9万 | 5,300股 | $96.5万 | 3,968股 | +1,332股+33.57% | 加仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 3.66% | 1.65% | $159.6万 | 1.5万股 | $187.3万 | 2.0万股 | -4,700股-23.38% | 减仓 |
| V先锋领航指数基金VOO |
| 3.24% | 7.63% | $141.3万 | 2,300股 | $864.5万 | 1.4万股 | -1.2万股-84.03% | 减仓 |
 霍尼韦尔HON |
| 2.5% | — | $109.0万 | 5,589股 | $0 | 0股 | +5,589股 | 新买入 |
 NETFLIXNFLX |
| 2.49% | 1.17% | $108.6万 | 1.2万股 | $133.1万 | 1,110股 | +1.0万股+943.06% | 加仓 |
 微软MSFT |
| 2.41% | 1.97% | $105.1万 | 2,173股 | $222.8万 | 4,301股 | -2,128股-49.48% | 减仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 1.88% | 1.12% | $82.2万 | 8,450股 | $127.3万 | 1.6万股 | -7,444股-46.84% | 减仓 |
| LLYFT INC CLASS ALYFT |
| 1.83% | — | $79.9万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| SSPDR行业精选信托XLE |
| 1.41% | 0.58% | $61.7万 | 1.4万股 | $66.1万 | 7,400股 | +6,400股+86.49% | 加仓 |
 爵士制药JAZZ |
| 1.3% | — | $57.0万 | 3,350股 | $0 | 0股 | +3,350股 | 新买入 |
 AMGEN COMAMGN |
| 1.28% | — | $55.7万 | 1,703股 | $0 | 0股 | +1,703股 | 新买入 |
 ExpediaEXPE |
| 0.97% | — | $42.5万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
| TTERADYNETER |
| 0.89% | 0.37% | $38.7万 | 2,000股 | $41.6万 | 3,019股 | -1,019股-33.75% | 减仓 |
 星座能源CEG |
| 0.81% | 0.26% | $35.3万 | 1,000股 | $29.6万 | 900股 | +100股+11.11% | 加仓 |
| HHYPERLIQUID STRATEGIES IPURR |
| 0.69% | — | $30.2万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
