| I景顺·NASDAQ 100 ETFQQQM |
| 6.73% | 7.07% | $2,106.2万 | 7.0万股 | $1,670.9万 | 7.0万股 | -798股-1.13% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 5.25% | 4.39% | $1,642.8万 | 10.2万股 | $1,037.6万 | 9.3万股 | +9,146股+9.88% | 加仓 |
| I景顺·S&PIDMO |
| 4.32% | 5.23% | $1,353.0万 | 22.4万股 | $1,236.7万 | 22.6万股 | -1,090股-0.48% | 减仓 |
 英伟达NVDA |
| 4.13% | 5.78% | $1,291.3万 | 6.5万股 | $1,365.6万 | 7.8万股 | -1.4万股-17.58% | 减仓 |
 美光科技MU |
| 3.83% | 1.41% | $1,198.5万 | 1.0万股 | $334.0万 | 9,887股 | +496股+5.02% | 加仓 |
| S道富SPYM |
| 3.29% | 4.14% | $1,031.0万 | 11.7万股 | $979.4万 | 12.8万股 | -1.1万股-8.32% | 减仓 |
| PPUTNAM ETF TRUSTPVAL |
| 3.22% | 4.02% | $1,008.2万 | 19.8万股 | $950.8万 | 20.5万股 | -7,032股-3.43% | 减仓 |
| BBNY MELLON ETF TRUST IIBKDV |
| 3.14% | 3.75% | $983.4万 | 29.4万股 | $887.4万 | 29.9万股 | -5,559股-1.86% | 减仓 |
 VanEck ETF信托SMH |
| 3.12% | 3.2% | $975.4万 | 1.5万股 | $755.9万 | 2.0万股 | -4,845股-24.57% | 减仓 |
| SSEI QIMSEIV |
| 3.08% | — | $964.6万 | 20.1万股 | $0 | 0股 | +20.1万股 | 新买入 |
| F第一信托交易所交易基金RDVY |
| 3.06% | 3.41% | $956.2万 | 11.8万股 | $806.6万 | 11.8万股 | -169股-0.14% | 减仓 |
| IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB |
| 2.9% | — | $908.7万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 谷歌AGOOGL |
| 2.76% | 3.01% | $864.8万 | 2.4万股 | $710.6万 | 2.5万股 | -513股-2.08% | 减仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 2.37% | — | $741.0万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| B贝莱德ETF信托BAI |
| 2.35% | 2.16% | $736.4万 | 14.0万股 | $510.7万 | 15.5万股 | -1.5万股-9.88% | 减仓 |
| AAB DISRUPTORS ETFFWD |
| 2.31% | 2.47% | $722.1万 | 4.9万股 | $583.3万 | 5.4万股 | -4,982股-9.27% | 减仓 |
| F第一信托·USTCIBR |
| 2.3% | 2.1% | $718.6万 | 8.0万股 | $495.3万 | 7.9万股 | +963股+1.22% | 加仓 |
 亚马逊AMZN |
| 2.27% | 2.65% | $710.7万 | 3.0万股 | $625.9万 | 3.0万股 | -236股-0.79% | 减仓 |
| IINVESCO AI AND NEXT GEN SOFTWARE ETFIGPT |
| 2.27% | — | $710.6万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 礼来LLY |
| 2.05% | 2.48% | $641.8万 | 5,351股 | $586.8万 | 6,380股 | -1,029股-16.13% | 减仓 |
| NNEOS ETF TRUSTQQQI |
| 1.88% | 2.13% | $587.2万 | 10.3万股 | $503.3万 | 10.1万股 | +2,102股+2.08% | 加仓 |
| DDefiance·AI & POWER INFRASTRUCTURE ETFAIPO |
| 1.83% | — | $574.1万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
 微软MSFT |
| 1.72% | 2.16% | $539.3万 | 1.4万股 | $509.9万 | 1.4万股 | +681股+4.94% | 加仓 |
| FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI |
| 1.69% | 1.94% | $530.0万 | 18.0万股 | $458.1万 | 17.9万股 | +989股+0.55% | 加仓 |
 Meta平台META |
| 1.62% | 2.18% | $506.0万 | 8,983股 | $514.5万 | 8,993股 | -10股-0.11% | 减仓 |
| NNEOS ETF TRUSTSPYI |
| 1.59% | 1.94% | $498.0万 | 9.4万股 | $458.9万 | 9.3万股 | +850股+0.91% | 加仓 |
| CCAPITAL CONSERVATIVE ECGCV |
| 1.47% | 1.73% | $460.6万 | 14.0万股 | $410.1万 | 14.0万股 | +24股+0.02% | 加仓 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 1.43% | 2.43% | $448.0万 | 3.9万股 | $573.5万 | 4.3万股 | -4,433股-10.30% | 减仓 |
 SCHOLAR ROCKSRRK |
| 1.38% | 1.47% | $433.3万 | 7.9万股 | $348.6万 | 7.1万股 | +7,866股+11.09% | 加仓 |
 博通AVGO |
| 1.37% | 0.46% | $428.1万 | 1.1万股 | $108.1万 | 3,492股 | +7,841股+224.54% | 加仓 |
| J骏利·HENDERSON SECURITIZED INCOME ETFJSI |
| 1.32% | 1.79% | $413.4万 | 8.1万股 | $423.6万 | 8.2万股 | -1,446股-1.76% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.29% | 1.69% | $402.8万 | 15.2万股 | $400.2万 | 15.3万股 | -867股-0.57% | 减仓 |
| IiShares安硕信托IVW |
| 1.28% | 1.46% | $400.8万 | 2.9万股 | $345.5万 | 3.1万股 | -1,407股-4.61% | 减仓 |
 甲骨文ORCL |
| 1.16% | 1.12% | $361.9万 | 2.5万股 | $264.2万 | 1.8万股 | +6,737股+37.51% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.13% | — | $353.7万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 迈威尔MRVL |
| 0.95% | — | $297.8万 | 9,997股 | $0 | 0股 | +9,997股 | 新买入 |
 Bloom EnergyBE |
| 0.95% | 0.58% | $296.9万 | 9,810股 | $137.4万 | 1.0万股 | -333股-3.28% | 减仓 |
 NEBIUSNBIS |
| 0.94% | 0.53% | $293.0万 | 1.1万股 | $124.6万 | 1.2万股 | -1,397股-11.64% | 减仓 |
 VertivVRT |
| 0.86% | 1.01% | $269.5万 | 8,050股 | $237.7万 | 9,484股 | -1,434股-15.12% | 减仓 |
| IiShares安硕信托IVV |
| 0.75% | 0.96% | $233.4万 | 3,116股 | $226.2万 | 3,463股 | -347股-10.02% | 减仓 |
| IiShares安硕信托ICSH |
| 0.69% | 1.14% | $215.1万 | 4.3万股 | $269.8万 | 5.3万股 | -1.1万股-20.24% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.64% | 0.95% | $200.3万 | 4.0万股 | $225.0万 | 4.4万股 | -4,843股-10.89% | 减仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 0.64% | 0.85% | $199.7万 | 10.4万股 | $200.6万 | 10.6万股 | -2,050股-1.94% | 减仓 |
| NNEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETFMLPI |
| 0.59% | — | $184.7万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 相干公司COHR |
| 0.58% | 0.12% | $181.1万 | 4,590股 | $28.6万 | 1,202股 | +3,388股+281.86% | 加仓 |
| V先锋领航指数基金VOO |
| 0.47% | 0.5% | $145.6万 | 1,977股 | $117.9万 | 2,043股 | -66股-3.23% | 减仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.43% | 0.57% | $134.9万 | 2.7万股 | $134.7万 | 2.7万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.53% | $128.7万 | 3,643股 | $124.2万 | 4,331股 | -688股-15.89% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.36% | 0.34% | $111.4万 | 1,739股 | $81.2万 | 2,471股 | -732股-29.62% | 减仓 |
| DDirexion股票ETF信托SOXL |
| 0.35% | 0.19% | $110.9万 | 4,157股 | $44.8万 | 9,353股 | -5,196股-55.55% | 减仓 |
