| PProShares信托USD |
| 25.91% | 16.25% | $4,778.4万 | 45.8万股 | $2,144.7万 | 44.7万股 | +1.1万股+2.47% | 加仓 |
 苹果AAPL |
| 16.13% | 20.27% | $2,975.8万 | 10.3万股 | $2,675.5万 | 10.5万股 | -2,581股-2.45% | 减仓 |
| PProShares信托QLD |
| 13.51% | 11.46% | $2,491.7万 | 25.8万股 | $1,512.4万 | 24.8万股 | +9,575股+3.86% | 加仓 |
| V先锋领航指数基金VOO |
| 5.36% | 6.07% | $988.3万 | 1.3万股 | $801.0万 | 1.4万股 | -458股-3.30% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.96% | 5.01% | $729.8万 | 9,772股 | $660.7万 | 1.0万股 | -387股-3.81% | 减仓 |
| SSPDR SER TR S&PXSD |
| 2.98% | 2.25% | $549.0万 | 8,803股 | $296.3万 | 9,086股 | -283股-3.11% | 减仓 |
 谷歌AGOOGL |
| 2.86% | 3.24% | $527.0万 | 1.5万股 | $428.2万 | 1.5万股 | -146股-0.98% | 减仓 |
 特斯拉TSLA |
| 2.08% | 2.43% | $383.6万 | 9,121股 | $321.0万 | 8,635股 | +486股+5.63% | 加仓 |
 英伟达NVDA |
| 1.88% | 2.16% | $346.1万 | 1.7万股 | $285.7万 | 1.6万股 | +917股+5.60% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.69% | 2.34% | $310.8万 | 6,212股 | $309.2万 | 6,452股 | -240股-3.72% | 减仓 |
 泛林集团LRCX |
| 1.64% | 1.12% | $303.4万 | 7,001股 | $147.2万 | 6,888股 | +113股+1.64% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.52% | 1.54% | $281.1万 | 1.1万股 | $203.1万 | 1.1万股 | -52股-0.46% | 减仓 |
| IiShares安硕·COREIJH |
| 1.25% | 1.59% | $230.8万 | 3.0万股 | $209.4万 | 3.1万股 | -1,068股-3.44% | 减仓 |
| PProShares信托ROM |
| 1.22% | 0.86% | $225.0万 | 1.5万股 | $113.7万 | 1.5万股 | 00.00% | 持仓不变 |
| RRBB FDTMFC |
| 0.98% | 1.2% | $181.2万 | 2.4万股 | $158.5万 | 2.4万股 | -234股-0.97% | 减仓 |
 微软MSFT |
| 0.82% | 1.12% | $150.8万 | 4,042股 | $147.9万 | 3,994股 | +48股+1.20% | 加仓 |
 亚马逊AMZN |
| 0.82% | 0.97% | $150.4万 | 6,310股 | $127.5万 | 6,123股 | +187股+3.05% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.81% | 0.54% | $148.9万 | 1.5万股 | $71.3万 | 1.1万股 | +3,548股+31.98% | 加仓 |
 万事达MA |
| 0.79% | 1.08% | $146.4万 | 2,851股 | $142.5万 | 2,851股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.67% | 0.66% | $124.2万 | 6,521股 | $87.6万 | 6,591股 | -70股-1.06% | 减仓 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.66% | 1.1% | $121.1万 | 2.5万股 | $145.8万 | 2.7万股 | -2,822股-10.33% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.65% | 0.74% | $119.6万 | 3,385股 | $97.8万 | 3,409股 | -24股-0.70% | 减仓 |
 卡特彼勒CAT |
| 0.65% | 0.61% | $119.5万 | 1,122股 | $81.0万 | 1,144股 | -22股-1.92% | 减仓 |
| IiShares安硕信托DVY |
| 0.52% | 0.72% | $96.8万 | 6,193股 | $94.7万 | 6,257股 | -64股-1.02% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.43% | 0.57% | $78.5万 | 3,688股 | $75.4万 | 3,928股 | -240股-6.11% | 减仓 |
| F第一信托·UST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT |
| 0.41% | 0.47% | $75.1万 | 3,031股 | $62.2万 | 3,098股 | -67股-2.16% | 减仓 |
| PPROSHARES ULTRAPRO QQQTQQQ |
| 0.39% | 0.26% | $72.1万 | 8,896股 | $33.8万 | 8,107股 | +789股+9.73% | 加仓 |
 迪尔DE |
| 0.39% | 0.48% | $71.9万 | 1,134股 | $63.9万 | 1,134股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.39% | 0.53% | $71.5万 | 2.3万股 | $70.0万 | 2.3万股 | -247股-1.08% | 减仓 |
 帕兰提尔PLTR |
| 0.38% | 0.64% | $69.5万 | 5,955股 | $84.6万 | 5,783股 | +172股+2.97% | 加仓 |
 PALO ALTOPANW |
| 0.36% | 0.24% | $67.2万 | 1,971股 | $31.7万 | 1,977股 | -6股-0.30% | 减仓 |
 英特尔INTC |
| 0.35% | 0.16% | $65.0万 | 4,653股 | $20.5万 | 4,653股 | 00.00% | 持仓不变 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.33% | 0.24% | $61.4万 | 959股 | $31.5万 | 959股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.32% | 0.41% | $58.8万 | 3,966股 | $54.3万 | 4,366股 | -400股-9.16% | 减仓 |
 BOOT BARNBOOT |
| 0.31% | 0.39% | $56.4万 | 3,435股 | $51.7万 | 3,531股 | -96股-2.72% | 减仓 |
 黑石集团BX |
| 0.31% | 0.42% | $56.3万 | 4,787股 | $55.0万 | 4,787股 | 00.00% | 持仓不变 |
| IINVESCO S&P MIDCAP 400 PURE GROWTH ETFRFG |
| 0.3% | 0.41% | $55.5万 | 8,601股 | $54.3万 | 9,909股 | -1,308股-13.20% | 减仓 |
| FFirst Trust Technology Alphadex Fund EtfFXL |
| 0.3% | 0.33% | $54.5万 | 2,509股 | $43.2万 | 2,720股 | -211股-7.76% | 减仓 |
 美光科技MU |
| 0.29% | — | $53.6万 | 464股 | $0 | 0股 | +464股 | 新买入 |
 好市多COST |
| 0.27% | 0.41% | $50.2万 | 537股 | $53.5万 | 537股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.27% | 0.36% | $50.2万 | 3,904股 | $47.7万 | 3,967股 | -63股-1.59% | 减仓 |
| SSpdr Series Trust State Street S&p Software & Services EtfXSW |
| 0.25% | 0.39% | $46.7万 | 2,717股 | $51.2万 | 3,596股 | -879股-24.44% | 减仓 |
| IiShares安硕信托AGG |
| 0.24% | 0.36% | $45.1万 | 4,555股 | $46.9万 | 4,728股 | -173股-3.66% | 减仓 |
 思科CSCO |
| 0.23% | 0.21% | $42.6万 | 3,629股 | $28.2万 | 3,629股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.23% | 0.3% | $41.8万 | 800股 | $40.2万 | 868股 | -68股-7.83% | 减仓 |
 CrowdStrikeCRWD |
| 0.22% | 0.15% | $39.8万 | 521股 | $20.3万 | 521股 | 00.00% | 持仓不变 |
 波音BA |
| 0.21% | 0.29% | $38.5万 | 1,777股 | $37.9万 | 1,904股 | -127股-6.67% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.21% | 0.3% | $38.1万 | 2,003股 | $39.5万 | 2,337股 | -334股-14.29% | 减仓 |
| IINVESCO S&P MIDCAP 400 PURE VALUE ETFRFV |
| 0.2% | 0.28% | $37.8万 | 2,642股 | $37.2万 | 2,865股 | -223股-7.78% | 减仓 |
| F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV |
| 0.2% | 0.22% | $36.4万 | 4,801股 | $29.0万 | 4,801股 | 00.00% | 持仓不变 |
