| S道富SPHY |
| 17.34% | 19.18% | $3,852.1万 | 164.3万股 | $3,856.9万 | 165.4万股 | -1.1万股-0.64% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 14.43% | 15.05% | $3,204.7万 | 56.7万股 | $3,026.1万 | 53.4万股 | +3.4万股+6.28% | 加仓 |
| SSCHWAB HIGH YIELD BOND ETFSCYB |
| 7.53% | 8.09% | $1,671.8万 | 63.9万股 | $1,627.2万 | 62.6万股 | +1.3万股+2.03% | 加仓 |
 英伟达NVDA |
| 5.2% | 5.59% | $1,155.4万 | 5.8万股 | $1,124.4万 | 6.4万股 | -6,727股-10.43% | 减仓 |
 谷歌AGOOGL |
| 4.88% | 4.39% | $1,083.2万 | 3.0万股 | $882.0万 | 3.1万股 | -362股-1.18% | 减仓 |
 亚马逊AMZN |
| 4.81% | 5% | $1,068.0万 | 4.5万股 | $1,004.5万 | 4.8万股 | -3,421股-7.09% | 减仓 |
 微软MSFT |
| 4.65% | 5.1% | $1,032.4万 | 2.8万股 | $1,026.0万 | 2.8万股 | -40股-0.14% | 减仓 |
 OMEGA HEALTHCARE INVSOHI |
| 4.34% | 5.17% | $965.0万 | 20.2万股 | $1,039.7万 | 23.7万股 | -3.5万股-14.70% | 减仓 |
 Meta平台META |
| 3.66% | 4.03% | $813.1万 | 1.4万股 | $811.2万 | 1.4万股 | +257股+1.81% | 加仓 |
 帕兰提尔PLTR |
| 3.5% | 4.75% | $776.7万 | 6.7万股 | $955.9万 | 6.5万股 | +1,226股+1.88% | 加仓 |
 GE VernovaGEV |
| 3.22% | 1.38% | $715.3万 | 6,088股 | $277.8万 | 3,183股 | +2,905股+91.27% | 加仓 |
 VanEck ETF信托SMH |
| 2.72% | 1.81% | $604.7万 | 9,219股 | $364.6万 | 9,509股 | -290股-3.05% | 减仓 |
 摩根大通JPM |
| 2.24% | 1.75% | $498.7万 | 1.5万股 | $352.9万 | 1.2万股 | +3,238股+26.99% | 加仓 |
 安费诺APH |
| 2.14% | 1.02% | $474.7万 | 2.7万股 | $205.8万 | 1.6万股 | +1.1万股+65.25% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 2% | 2.68% | $443.2万 | 14.8万股 | $539.3万 | 17.9万股 | -3.2万股-17.66% | 减仓 |
 康宁GLW |
| 1.9% | 0.53% | $421.1万 | 1.6万股 | $106.3万 | 7,816股 | +8,669股+110.91% | 加仓 |
 CrowdStrikeCRWD |
| 1.73% | 1.39% | $384.6万 | 5,041股 | $279.2万 | 7,151股 | -2,110股-29.51% | 减仓 |
| IiShares安硕信托SGOV |
| 1.71% | 2.04% | $379.4万 | 3.8万股 | $409.5万 | 4.1万股 | -2,992股-7.35% | 减仓 |
 美光科技MU |
| 1.69% | — | $376.0万 | 3,257股 | $0 | 0股 | +3,257股 | 新买入 |
| IIBMIBM |
| 1.24% | 2.45% | $275.2万 | 9,786股 | $491.8万 | 2.0万股 | -1.1万股-51.77% | 减仓 |
 迈威尔MRVL |
| 1.23% | — | $273.0万 | 9,164股 | $0 | 0股 | +9,164股 | 新买入 |
| NNEOS ETF TRUSTQQQI |
| 1.16% | — | $257.8万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 江森自控JCI |
| 1.15% | 1.07% | $255.6万 | 1.7万股 | $214.9万 | 1.6万股 | +1,087股+6.62% | 加仓 |
 沃尔玛WMT |
| 0.92% | 1% | $204.6万 | 1.8万股 | $201.7万 | 1.6万股 | +1,832股+11.29% | 加仓 |
 特斯拉TSLA |
| 0.66% | 0.99% | $145.9万 | 3,468股 | $199.8万 | 5,375股 | -1,907股-35.48% | 减仓 |
 ShopifySHOP |
| 0.55% | 0.6% | $121.7万 | 1.1万股 | $119.6万 | 1.0万股 | +574股+5.69% | 加仓 |
 苹果AAPL |
| 0.46% | 0.42% | $102.2万 | 3,532股 | $85.0万 | 3,350股 | +182股+5.43% | 加仓 |
 CloudflareNET |
| 0.44% | 0.43% | $97.9万 | 3,992股 | $86.3万 | 4,182股 | -190股-4.54% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.35% | 0.34% | $77.9万 | 2.3万股 | $68.7万 | 2.4万股 | -584股-2.47% | 减仓 |
 英特尔INTC |
| 0.27% | — | $60.7万 | 4,346股 | $0 | 0股 | +4,346股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.22% | 0.21% | $49.3万 | 660股 | $42.9万 | 660股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.21% | 0.25% | $46.9万 | 501股 | $49.4万 | 496股 | +5股+1.01% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.19% | 0.2% | $42.8万 | 3,665股 | $40.8万 | 3,524股 | +141股+4.00% | 加仓 |
 博通AVGO |
| 0.18% | 0.16% | $39.8万 | 1,053股 | $32.3万 | 1,044股 | +9股+0.86% | 加仓 |
| V先锋领航指数基金VOO |
| 0.17% | 0.17% | $38.6万 | 561股 | $34.4万 | 575股 | -14股-2.43% | 减仓 |
 卡特彼勒CAT |
| 0.17% | 0.13% | $38.4万 | 361股 | $25.6万 | 361股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 0.17% | 0.73% | $37.8万 | 3,767股 | $146.4万 | 2.1万股 | -1.7万股-82.17% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.16% | 0.16% | $36.0万 | 1.2万股 | $31.2万 | 1.2万股 | +2股+0.02% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.16% | — | $35.7万 | 3,511股 | $0 | 0股 | +3,511股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.11% | — | $24.4万 | 2,040股 | $0 | 0股 | +2,040股 | 新买入 |
 HUMANA COMHUM |
| 0.11% | — | $23.7万 | 596股 | $0 | 0股 | +596股 | 新买入 |
| AARCHER AVIATIONACHR |
| 0.03% | — | $6.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
