| AADVISORSHARES TR DORSY FSM USDWUS |
| 13.05% | 15.32% | $9,594.8万 | 150.6万股 | $8,046.1万 | 158.0万股 | -7.4万股-4.69% | 减仓 |
| AADVISORSHARES TRDWAW |
| 10.26% | 12.58% | $7,537.7万 | 147.4万股 | $6,607.7万 | 154.0万股 | -6.6万股-4.27% | 减仓 |
| SSANDISK COMSNDK |
| 7.99% | 5.15% | $5,875.5万 | 2.6万股 | $2,705.7万 | 4.3万股 | -1.7万股-39.32% | 减仓 |
| AASTERA LABSALAB |
| 7.3% | — | $5,368.1万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
| I景顺QQQ信托VOO |
| 6.78% | 7.57% | $4,981.7万 | 6.8万股 | $3,975.1万 | 6.9万股 | -1,221股-1.77% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 6.69% | 2.02% | $4,919.5万 | 11.4万股 | $1,062.7万 | 6.5万股 | +4.9万股+76.09% | 加仓 |
 美光科技MU |
| 6.01% | 1.88% | $4,416.2万 | 3.8万股 | $985.3万 | 2.9万股 | +9,093股+31.18% | 加仓 |
 谷歌AGOOGL |
| 4.52% | 2.23% | $3,318.5万 | 9.3万股 | $1,170.6万 | 4.1万股 | +5.2万股+128.12% | 加仓 |
 英伟达NVDA |
| 3.94% | 3.95% | $2,894.3万 | 14.5万股 | $2,074.8万 | 11.9万股 | +2.6万股+21.59% | 加仓 |
 NEBIUSNBIS |
| 3.64% | — | $2,673.2万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
 康宁GLW |
| 3.46% | 0.43% | $2,540.3万 | 9.9万股 | $223.3万 | 1.6万股 | +8.3万股+505.66% | 加仓 |
| TTERADYNETER |
| 3.41% | 2.93% | $2,506.4万 | 5.2万股 | $1,540.0万 | 5.2万股 | -142股-0.27% | 减仓 |
 英特尔INTC |
| 3.15% | — | $2,318.5万 | 16.6万股 | $0 | 0股 | +16.6万股 | 新买入 |
 GE VernovaGEV |
| 2.76% | 4.39% | $2,031.5万 | 1.7万股 | $2,306.3万 | 2.6万股 | -9,130股-34.56% | 减仓 |
| VVIAVI SOLUTIONSVIAV |
| 2.6% | 2.24% | $1,913.9万 | 40.1万股 | $1,175.4万 | 35.3万股 | +4.8万股+13.48% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.59% | 2.46% | $1,171.8万 | 1.6万股 | $1,291.1万 | 2.0万股 | -4,162股-20.96% | 减仓 |
| F第一信托交易所交易基金DVLU |
| 1.56% | 1.95% | $1,143.3万 | 28.8万股 | $1,022.9万 | 29.9万股 | -1.1万股-3.59% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 1.35% | 1.88% | $994.0万 | 10.6万股 | $988.4万 | 10.7万股 | -719股-0.67% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 1.29% | 1.63% | $951.6万 | 11.7万股 | $856.7万 | 12.5万股 | -8,064股-6.43% | 减仓 |
| F第一信托交易所交易基金DDIV |
| 1.28% | 1.68% | $943.9万 | 20.9万股 | $880.7万 | 21.8万股 | -8,421股-3.87% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 1.06% | 1.6% | $778.6万 | 13.0万股 | $842.4万 | 14.1万股 | -1.1万股-7.50% | 减仓 |
 Bloom EnergyBE |
| 1% | — | $732.5万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| IiShares安硕信托IMCG |
| 0.7% | 0.79% | $512.5万 | 5.2万股 | $415.8万 | 5.3万股 | -652股-1.24% | 减仓 |
| FFLEXFLEX |
| 0.62% | — | $458.6万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 摩根大通JPM |
| 0.54% | 0.69% | $398.5万 | 1.2万股 | $361.3万 | 1.2万股 | -109股-0.89% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 0.43% | — | $318.8万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 苹果AAPL |
| 0.41% | 0.29% | $299.9万 | 1.0万股 | $151.6万 | 5,972股 | +4,394股+73.58% | 加仓 |
 LumentumLITE |
| 0.38% | 1.07% | $277.2万 | 3,231股 | $560.1万 | 7,970股 | -4,739股-59.46% | 减仓 |
 微软MSFT |
| 0.34% | 0.53% | $248.5万 | 6,661股 | $278.5万 | 7,524股 | -863股-11.47% | 减仓 |
| MMAXLINEARMXL |
| 0.28% | — | $208.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.26% | 0.45% | $190.5万 | 2,774股 | $237.6万 | 3,975股 | -1,201股-30.21% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.15% | 0.2% | $107.5万 | 1.4万股 | $104.5万 | 1.4万股 | +71股+0.50% | 加仓 |
| PProShares信托NOBL |
| 0.14% | 0.18% | $102.7万 | 1.8万股 | $96.8万 | 9,133股 | +9,156股+100.25% | 加仓 |
 希捷STX |
| 0.13% | — | $95.6万 | 991股 | $0 | 0股 | +991股 | 新买入 |
| F第一信托·USTFVD |
| 0.11% | 0.16% | $81.8万 | 1.7万股 | $85.6万 | 1.8万股 | -1,228股-6.75% | 减仓 |
| G通用动力VTI |
| 0.1% | 0.12% | $70.9万 | 1,916股 | $61.0万 | 1,900股 | +16股+0.84% | 加仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.08% | 0.04% | $60.2万 | 4,065股 | $22.8万 | 2,700股 | +1,365股+50.56% | 加仓 |
 埃克森美孚XOM |
| 0.07% | 0.09% | $49.8万 | 3,645股 | $46.9万 | 2,767股 | +878股+31.73% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 0.06% | 0.08% | $44.1万 | 9,848股 | $43.5万 | 9,707股 | +141股+1.45% | 加仓 |
| FFIDELITY LOW DURATION BOND FACTOR ETFFLDR |
| 0.05% | 0.08% | $40.3万 | 8,038股 | $39.9万 | 7,964股 | +74股+0.93% | 加仓 |
 天弘CLS |
| 0.05% | — | $34.8万 | 955股 | $0 | 0股 | +955股 | 新买入 |
| F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV |
| 0.05% | 0.06% | $34.2万 | 4,501股 | $33.8万 | 5,599股 | -1,098股-19.61% | 减仓 |
| F富达·MERRIMACK STR TRFIGB |
| 0.04% | 0.06% | $32.0万 | 7,477股 | $32.4万 | 7,537股 | -60股-0.80% | 减仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.04% | 0.05% | $29.4万 | 7,745股 | $26.6万 | 7,720股 | +25股+0.32% | 加仓 |
| F富达·MERRIMACK STR TRFSYD |
| 0.04% | 0.1% | $29.1万 | 6,175股 | $51.1万 | 1.1万股 | -4,658股-43.00% | 减仓 |
 亚马逊AMZN |
| 0.03% | — | $25.6万 | 1,075股 | $0 | 0股 | +1,075股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.03% | — | $25.5万 | 722股 | $0 | 0股 | +722股 | 新买入 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.03% | 0.04% | $24.1万 | 6,594股 | $22.3万 | 6,594股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.03% | 0.04% | $23.5万 | 417股 | $23.2万 | 405股 | +12股+2.96% | 加仓 |
 Citizens金融CFG |
| 0.03% | 0.07% | $22.4万 | 3,190股 | $37.9万 | 6,318股 | -3,128股-49.51% | 减仓 |
