 科磊KLAC |
| 5.4% | 3.1% | $6,111.7万 | 20.3万股 | $3,002.8万 | 2.0万股 | +18.2万股+893.27% | 加仓 |
 英伟达NVDA |
| 4.83% | 4.94% | $5,462.7万 | 27.3万股 | $4,789.9万 | 27.5万股 | -1,641股-0.60% | 减仓 |
 CENTRAL SECSCET |
| 4.16% | 4.4% | $4,707.8万 | 94.2万股 | $4,260.7万 | 84.7万股 | +9.5万股+11.22% | 加仓 |
 谷歌AGOOGL |
| 3.77% | 3.49% | $4,260.1万 | 11.9万股 | $3,385.4万 | 11.8万股 | +1,478股+1.26% | 加仓 |
 微软MSFT |
| 3.62% | 4.09% | $4,094.4万 | 11.0万股 | $3,961.5万 | 10.7万股 | +2,744股+2.56% | 加仓 |
 苹果AAPL |
| 3.45% | 3.49% | $3,901.5万 | 13.5万股 | $3,385.4万 | 13.3万股 | +1,440股+1.08% | 加仓 |
 美光科技MU |
| 3.16% | 1.06% | $3,571.9万 | 3.1万股 | $1,028.6万 | 3.0万股 | +499股+1.64% | 加仓 |
| B贝莱德ETF信托BAI |
| 2.95% | — | $3,335.4万 | 63.3万股 | $0 | 0股 | +63.3万股 | 新买入 |
| NNOMURA FOCUSED EMERGING MARKETS EQUITY ETFEMEQ |
| 2.8% | 2.06% | $3,169.1万 | 43.5万股 | $1,992.8万 | 44.2万股 | -6,898股-1.56% | 减仓 |
| GGLOBAL X U.S. ELECTRIFICATION ETFZAP |
| 2.71% | 2.87% | $3,069.1万 | 88.7万股 | $2,777.0万 | 86.4万股 | +2.3万股+2.70% | 加仓 |
 ADAMS DIVERSIFIED EQUITY FD COMADX |
| 2.55% | 2.38% | $2,886.1万 | 113.0万股 | $2,309.3万 | 105.5万股 | +7.5万股+7.08% | 加仓 |
 礼来LLY |
| 2.28% | 1.95% | $2,578.4万 | 2.1万股 | $1,885.2万 | 2.0万股 | +1,000股+4.88% | 加仓 |
| I景顺QQQ信托VOO |
| 2.13% | 1.84% | $2,410.3万 | 3.3万股 | $1,781.8万 | 3.1万股 | +1,860股+6.03% | 加仓 |
 CALAMOS STRATEGIC TOTALCSQ |
| 2.1% | 1.97% | $2,370.3万 | 115.3万股 | $1,908.4万 | 111.5万股 | +3.8万股+3.42% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 2.02% | — | $2,287.6万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| VVanEck Russia ETFBBH |
| 1.7% | 1.94% | $1,917.9万 | 21.7万股 | $1,881.0万 | 21.4万股 | +2,964股+1.39% | 加仓 |
| PPrincipal Spectrum Preferred Securities Active Etf Pref Sc AcPREF |
| 1.56% | 1.62% | $1,767.0万 | 92.7万股 | $1,565.5万 | 83.2万股 | +9.5万股+11.45% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.5% | 1.34% | $1,700.1万 | 2.3万股 | $1,297.6万 | 2.0万股 | +2,812股+14.09% | 加仓 |
 PROGRESSIVEPGR |
| 1.5% | 1.55% | $1,697.5万 | 7.8万股 | $1,497.6万 | 7.6万股 | +2,163股+2.86% | 加仓 |
| S道富SPMD |
| 1.48% | 1.44% | $1,672.1万 | 24.7万股 | $1,398.8万 | 23.6万股 | +1.1万股+4.78% | 加仓 |
 博通AVGO |
| 1.42% | 1.27% | $1,608.3万 | 4.3万股 | $1,227.2万 | 4.0万股 | +2,924股+7.37% | 加仓 |
| SSPDR道富系列信托SPTM |
| 1.41% | 1.39% | $1,597.5万 | 17.6万股 | $1,349.9万 | 17.1万股 | +5,212股+3.05% | 加仓 |
 亚马逊AMZN |
| 1.36% | 1.4% | $1,537.4万 | 6.5万股 | $1,357.9万 | 6.5万股 | -693股-1.06% | 减仓 |
 VistraVST |
| 1.35% | 1.4% | $1,526.9万 | 9.6万股 | $1,351.6万 | 9.0万股 | +6,349股+7.06% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.25% | 1.24% | $1,418.5万 | 6.5万股 | $1,201.3万 | 6.1万股 | +4,007股+6.52% | 加仓 |
| G高盛ETF信托GINC |
| 1.24% | 1.18% | $1,406.1万 | 23.7万股 | $1,140.6万 | 23.0万股 | +6,609股+2.87% | 加仓 |
| S道富SPAB |
| 1.22% | 1.58% | $1,380.1万 | 54.1万股 | $1,534.0万 | 59.9万股 | -5.8万股-9.68% | 减仓 |
 洛克希德马丁LMT |
| 1.12% | 1.46% | $1,263.3万 | 2.5万股 | $1,409.9万 | 2.3万股 | +1,469股+6.30% | 加仓 |
 美国运通AXP |
| 1.08% | 1.1% | $1,226.0万 | 3.6万股 | $1,063.4万 | 3.5万股 | +1,089股+3.10% | 加仓 |
| DDeckersSGVT |
| 1.03% | 1.12% | $1,165.1万 | 11.7万股 | $1,088.2万 | 10.9万股 | +8,628股+7.94% | 加仓 |
 好市多COST |
| 0.97% | 1.12% | $1,100.2万 | 1.2万股 | $1,088.5万 | 1.1万股 | +836股+7.65% | 加仓 |
| CCOLUMBIA ETF TR IRECS |
| 0.95% | 0.99% | $1,075.1万 | 24.8万股 | $956.2万 | 24.5万股 | +3,084股+1.26% | 加仓 |
 优步UBER |
| 0.94% | 1.06% | $1,066.3万 | 14.8万股 | $1,026.8万 | 14.3万股 | +5,016股+3.51% | 加仓 |
| IiShares安硕信托IUSB |
| 0.94% | 1.2% | $1,062.2万 | 23.0万股 | $1,166.6万 | 25.3万股 | -2.2万股-8.86% | 减仓 |
| S道富SPYV |
| 0.93% | 0.94% | $1,047.3万 | 17.2万股 | $907.1万 | 16.0万股 | +1.2万股+7.47% | 加仓 |
 Meta平台META |
| 0.92% | 1% | $1,042.2万 | 1.9万股 | $964.0万 | 1.7万股 | +1,652股+9.80% | 加仓 |
| S道富SPSM |
| 0.91% | 0.83% | $1,025.6万 | 17.8万股 | $800.8万 | 16.6万股 | +1.2万股+7.30% | 加仓 |
 BWX科技BWXT |
| 0.87% | 0.95% | $987.2万 | 5.1万股 | $917.3万 | 4.5万股 | +5,858股+13.06% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 0.87% | 1.13% | $987.1万 | 29.3万股 | $1,099.3万 | 32.6万股 | -3.3万股-10.19% | 减仓 |
 Arista网络ANET |
| 0.86% | 0.68% | $966.9万 | 5.7万股 | $656.7万 | 5.3万股 | +3,435股+6.42% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.84% | 0.79% | $955.0万 | 19.0万股 | $762.6万 | 16.7万股 | +2.2万股+13.45% | 加仓 |
 PIMCO·DYNAMIC INCOMEPDI |
| 0.84% | 0.93% | $946.8万 | 56.7万股 | $899.8万 | 52.6万股 | +4.1万股+7.81% | 加仓 |
| S道富SPHY |
| 0.79% | 1.02% | $887.8万 | 37.9万股 | $986.5万 | 42.3万股 | -4.4万股-10.46% | 减仓 |
 西部数据WDC |
| 0.77% | — | $866.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| CCOMFORT SYS USAFIX |
| 0.73% | — | $828.3万 | 4,179股 | $0 | 0股 | +4,179股 | 新买入 |
 沃尔玛WMT |
| 0.69% | 0.87% | $776.9万 | 6.9万股 | $843.3万 | 6.8万股 | +740股+1.09% | 加仓 |
 QUANTA SVCSPWR |
| 0.69% | 0.61% | $775.3万 | 1.1万股 | $587.7万 | 1.1万股 | +63股+0.59% | 加仓 |
 VertivVRT |
| 0.65% | 0.52% | $729.8万 | 2.2万股 | $502.8万 | 2.0万股 | +1,731股+8.63% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.59% | 0.6% | $666.8万 | 1.6万股 | $585.8万 | 1.6万股 | -146股-0.89% | 减仓 |
 阿斯麦ASML |
| 0.58% | 0.41% | $656.7万 | 3,301股 | $393.6万 | 2,980股 | +321股+10.77% | 加仓 |
