| V先锋领航全球基金VGT |
| 9.7% | 6.79% | $1,814.7万 | 15.2万股 | $1,146.5万 | 1.6万股 | +13.5万股+823.98% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 6.43% | 5.68% | $1,202.0万 | 4.0万股 | $959.2万 | 4.0万股 | -693股-1.72% | 减仓 |
 英伟达NVDA |
| 5.14% | 4.37% | $960.6万 | 4.8万股 | $738.3万 | 4.2万股 | +5,674股+13.40% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 4.85% | 3.26% | $907.8万 | 1.4万股 | $550.6万 | 1.7万股 | -2,585股-15.43% | 减仓 |
 苹果AAPL |
| 3.66% | 3.09% | $684.7万 | 2.4万股 | $522.0万 | 2.1万股 | +3,097股+15.06% | 加仓 |
| IiShares安硕信托IVV |
| 3.57% | 3.55% | $668.7万 | 8,930股 | $599.9万 | 9,184股 | -254股-2.77% | 减仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 3.44% | 4.18% | $642.7万 | 12.7万股 | $705.3万 | 13.9万股 | -1.2万股-8.81% | 减仓 |
| V先锋领航全球基金VFH |
| 3.16% | 3.12% | $591.5万 | 4.5万股 | $527.0万 | 4.4万股 | +1,330股+3.05% | 加仓 |
| SSPDR行业精选信托XLY |
| 2.29% | 2.28% | $428.2万 | 4.0万股 | $384.5万 | 3.5万股 | +5,288股+15.25% | 加仓 |
 微软MSFT |
| 2.24% | 2.13% | $418.5万 | 1.1万股 | $359.4万 | 9,709股 | +1,511股+15.56% | 加仓 |
| S道富XLI |
| 2.2% | 1.62% | $411.0万 | 2.2万股 | $273.9万 | 1.7万股 | +5,257股+31.04% | 加仓 |
| V先锋领航全球基金VCR |
| 2.16% | 2.09% | $404.6万 | 1.0万股 | $352.2万 | 9,811股 | +390股+3.98% | 加仓 |
 亚马逊AMZN |
| 1.99% | 1.67% | $373.2万 | 1.6万股 | $282.2万 | 1.4万股 | +2,108股+15.56% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.93% | — | $361.6万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 美光科技MU |
| 1.88% | 0.6% | $351.9万 | 3,009股 | $100.8万 | 2,984股 | +25股+0.84% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.86% | 1.22% | $347.0万 | 1.8万股 | $205.3万 | 1.5万股 | +2,766股+17.91% | 加仓 |
 谷歌AGOOGL |
| 1.76% | 1.32% | $328.5万 | 9,193股 | $222.2万 | 7,729股 | +1,464股+18.94% | 加仓 |
 博通AVGO |
| 1.75% | 1.37% | $327.9万 | 8,681股 | $231.5万 | 7,480股 | +1,201股+16.06% | 加仓 |
 AMD超威AMD |
| 1.55% | 0.61% | $290.2万 | 4,928股 | $103.8万 | 5,103股 | -175股-3.43% | 减仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 1.48% | 0.57% | $277.3万 | 1.6万股 | $96.8万 | 6,678股 | +9,621股+144.07% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.43% | 1.13% | $268.2万 | 7,591股 | $190.1万 | 6,626股 | +965股+14.56% | 加仓 |
 礼来LLY |
| 1.42% | 1.19% | $265.5万 | 2,213股 | $200.1万 | 2,176股 | +37股+1.70% | 加仓 |
| V先锋领航·HEALTHVHT |
| 1.18% | 1.23% | $220.4万 | 7,371股 | $207.8万 | 7,630股 | -259股-3.39% | 减仓 |
 特斯拉TSLA |
| 1.15% | 1% | $215.0万 | 5,111股 | $168.5万 | 4,532股 | +579股+12.78% | 加仓 |
| IiShares安硕信托AGG |
| 1.14% | 3.02% | $212.5万 | 2.1万股 | $510.4万 | 5.1万股 | -3.0万股-58.24% | 减仓 |
 Meta平台META |
| 1.09% | 1.06% | $203.4万 | 3,611股 | $179.1万 | 3,130股 | +481股+15.37% | 加仓 |
 英特尔INTC |
| 0.99% | 0.34% | $185.4万 | 1.3万股 | $57.2万 | 1.3万股 | +319股+2.46% | 加仓 |
| IISHARES U.S. CONSUMER STAPLES ETFIYK |
| 0.9% | 0.92% | $168.0万 | 2.3万股 | $154.6万 | 2.2万股 | +1,050股+4.76% | 加仓 |
 应用材料AMAT |
| 0.87% | 0.46% | $163.4万 | 2,260股 | $78.0万 | 2,283股 | -23股-1.01% | 减仓 |
| HHBT FINL INC. COMHBT |
| 0.87% | 0.53% | $162.0万 | 5.1万股 | $90.1万 | 3.4万股 | +1.7万股+50.08% | 加仓 |
 帕兰提尔PLTR |
| 0.84% | 1.13% | $157.7万 | 1.4万股 | $190.5万 | 1.3万股 | +499股+3.83% | 加仓 |
 泛林集团LRCX |
| 0.79% | 0.44% | $148.0万 | 3,416股 | $74.9万 | 3,507股 | -91股-2.59% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.78% | — | $146.0万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 0.78% | — | $145.9万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| V先锋领航全球基金VPU |
| 0.77% | 0.85% | $144.1万 | 7,363股 | $143.1万 | 7,220股 | +143股+1.98% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.76% | 0.55% | $142.7万 | 8,993股 | $93.3万 | 6,363股 | +2,630股+41.33% | 加仓 |
| S道富SPYM |
| 0.71% | 0.47% | $132.6万 | 1.5万股 | $80.0万 | 1.0万股 | +4,642股+44.41% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.7% | 0.52% | $131.6万 | 2,629股 | $88.2万 | 1,841股 | +788股+42.80% | 加仓 |
 卡特彼勒CAT |
| 0.66% | 0.44% | $122.8万 | 1,153股 | $74.6万 | 1,053股 | +100股+9.50% | 加仓 |
 沃尔玛WMT |
| 0.63% | 0.7% | $118.6万 | 1.0万股 | $118.9万 | 9,567股 | +902股+9.43% | 加仓 |
 摩根大通JPM |
| 0.59% | 0.53% | $109.9万 | 3,358股 | $89.5万 | 3,042股 | +316股+10.39% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.58% | 0.66% | $107.7万 | 2.1万股 | $112.3万 | 2.2万股 | -893股-4.02% | 减仓 |
 科磊KLAC |
| 0.55% | 0.3% | $103.5万 | 3,432股 | $50.5万 | 343股 | +3,089股+900.58% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.53% | 0.45% | $98.9万 | 540股 | $76.4万 | 554股 | -14股-2.53% | 减仓 |
 好市多COST |
| 0.49% | 0.52% | $92.1万 | 984股 | $87.5万 | 878股 | +106股+12.07% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.48% | 0.67% | $90.5万 | 1.7万股 | $112.5万 | 1.8万股 | -1,315股-7.16% | 减仓 |
 思科CSCO |
| 0.48% | 0.37% | $89.1万 | 7,586股 | $62.4万 | 8,047股 | -461股-5.73% | 减仓 |
 埃克森美孚XOM |
| 0.47% | 0.51% | $87.5万 | 6,401股 | $85.8万 | 5,059股 | +1,342股+26.53% | 加仓 |
 VisaV |
| 0.44% | 0.34% | $82.8万 | 2,413股 | $57.4万 | 1,898股 | +515股+27.13% | 加仓 |
 强生JNJ |
| 0.41% | 0.35% | $76.5万 | 3,012股 | $58.3万 | 2,385股 | +627股+26.29% | 加仓 |
