 VanEck ETF信托SMH |
| 22.23% | 6.22% | $2,908.0万 | 4.4万股 | $394.3万 | 1.0万股 | +3.4万股+331.07% | 加仓 |
 英特尔INTC |
| 8.57% | — | $1,120.9万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 台积电TSM |
| 5.65% | — | $738.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 亚马逊AMZN |
| 5.38% | 7.62% | $703.8万 | 3.0万股 | $483.4万 | 2.3万股 | +6,318股+27.22% | 加仓 |
| S道富XLI |
| 5.19% | 9.35% | $679.3万 | 3.7万股 | $593.1万 | 3.7万股 | 00.00% | 持仓不变 |
| GGlobal X基金PAVE |
| 4.69% | 8.33% | $613.6万 | 10.4万股 | $528.2万 | 10.4万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 4.08% | — | $533.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.52% | 5.58% | $460.4万 | 4.5万股 | $354.0万 | 4.5万股 | 00.00% | 持仓不变 |
 高盛GS |
| 3.05% | 1.85% | $398.9万 | 3,944股 | $117.2万 | 1,385股 | +2,559股+184.77% | 加仓 |
| SSOLAREDGE TECHNOLOGIESSEDG |
| 2.84% | 5.12% | $371.7万 | 6.4万股 | $324.7万 | 6.4万股 | 00.00% | 持仓不变 |
| DDELEK US NEWDK |
| 2.82% | 5.17% | $369.3万 | 7.3万股 | $327.6万 | 7.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 2.56% | — | $334.7万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
| IiShares安硕信托ITB |
| 2.37% | — | $310.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 2.35% | 4.77% | $308.0万 | 6.1万股 | $302.7万 | 6.1万股 | 00.00% | 持仓不变 |
| WWISDOMTREE INDIAEPI |
| 2.15% | 10% | $280.7万 | 6.6万股 | $633.8万 | 15.5万股 | -9.0万股-57.76% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 2.07% | — | $270.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| F第一信托交易所交易基金FPX |
| 1.99% | 3.5% | $260.4万 | 1.4万股 | $222.1万 | 1.4万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.99% | 3.61% | $260.1万 | 7,582股 | $229.2万 | 7,582股 | 00.00% | 持仓不变 |
| EETF系列解决方案QTUM |
| 1.8% | — | $236.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 帕兰提尔PLTR |
| 1.67% | — | $218.7万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 礼来LLY |
| 1.49% | — | $194.5万 | 1,622股 | $0 | 0股 | +1,622股 | 新买入 |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 1.48% | — | $193.4万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
 BWX科技BWXT |
| 1.46% | 3.17% | $191.1万 | 9,818股 | $200.8万 | 9,818股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLRE |
| 1.35% | 2.59% | $177.0万 | 4.0万股 | $164.1万 | 4.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.21% | — | $158.5万 | 4,250股 | $0 | 0股 | +4,250股 | 新买入 |
| IiShares安硕信托IVV |
| 1.11% | — | $145.6万 | 1,944股 | $0 | 0股 | +1,944股 | 新买入 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 1.11% | — | $145.0万 | 6,563股 | $0 | 0股 | +6,563股 | 新买入 |
 Meta平台META |
| 1.04% | 4.35% | $135.8万 | 2,411股 | $275.8万 | 4,820股 | -2,409股-49.98% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.83% | 1.59% | $108.6万 | 9,260股 | $100.9万 | 9,260股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLU |
| 0.44% | 0.92% | $57.9万 | 1.3万股 | $58.6万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托FXI |
| 0.39% | — | $51.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| V先锋领航国际股票指数基金VT |
| 0.29% | — | $37.7万 | 2,405股 | $0 | 0股 | +2,405股 | 新买入 |
 万事达MA |
| 0.28% | 0.67% | $36.9万 | 718股 | $42.2万 | 845股 | -127股-15.03% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.27% | 0.49% | $35.5万 | 474股 | $30.9万 | 474股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 0.27% | 0.57% | $34.9万 | 3,254股 | $36.1万 | 3,254股 | 00.00% | 持仓不变 |
