High Point Wealth Management, LLC 13F 投资组合与持仓变动

CIK: 0002106882

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.0亿

申报季度: 2026-03-31 · 持股只数: 250

High Point Wealth Management, LLC在最新一期 13F 报告中披露了 250 项持股，申报期为 2026-03-31，总持股市值约为 US$1.0亿，季度换手率为 22.3%。

浏览其他1 亿至 10 亿美元机构浏览其他以“H”开头的机构

机构性格雪花图

集中度: 10.55
持仓稳定性: 22.29
动能／逆势: 100
行业集中度: 59.64
多样化: 100
仓位均衡度: 76.3

近期动向

减仓 XSW
-80.3%　-US$328.0万
加仓 SOXX
+37.1%　US$73.8万
减仓 IYW
-0.9%　-US$104.8万
加仓 PAVE
+112.7%　US$61.8万
加仓 XLE
+3.6%　US$53.7万
减仓 CIBR
-4.4%　-US$65.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IYW	Ishares Ustechnology ETF	ETF-科技型	9.13%	-0.73%	-0.92%
2	FTEC	Fidelity Msci Info Tech Indx	ETF-科技型	5.77%	+0.32%	+11.20%
3	FDVV	Fidelity High Dividend ETF	ETF-其他	5.77%	+0.36%	+6.43%
4	PEG	Public Service Enterprise Gp	股票-公用事业	3.47%	+0.26%	+4.11%
5	SO	Southern Co/the	股票-公用事业	3.44%	+0.53%	+3.83%
6	HDV	Ishares Core High Dividend E	ETF-其他	3.38%	+0.52%	+2.94%
7	CIBR	First Trust Nasdaq Cybersecu	ETF-科技型	3.25%	-0.53%	-4.44%
8	ED	Consolidated Edison INC	股票-公用事业	2.51%	+0.45%	+4.34%
9	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.23%	-0.11%	-2.61%
10	SOXX	Ishares Semiconductor ETF	ETF-其他	2.15%	+0.75%	+37.09%
11	WELL	Welltower INC	股票-房地产	2.12%	+0.48%	+18.34%
12	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	1.98%	—	-1.36%
13	FUTY	Fidelity Msci US Utilities	ETF-其他	1.78%	+0.31%	+10.08%
14	XLE	Ss Energy Select Sector	ETF-其他	1.76%	+0.56%	+3.56%
15	SKYY	First Trust Cloud Computing	ETF-其他	1.69%	-0.44%	-8.10%
16	FBCG	Fidelity Blue Chip Grow ETF	ETF-其他	1.55%	-0.10%	—
17	IHI	Ishares U.s. Medical Devices	ETF-其他	1.51%	-0.32%	-6.71%
18	PM	Philip Morris International	股票-非周期性消费	1.43%	+0.17%	+7.70%
19	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	1.24%	-0.19%	-8.93%
20	AMZN	Amazon.com INC	股票-周期性消费	1.23%	+0.23%	+32.07%
21	FCLD	Fidelity Cloud Computing ETF	ETF-其他	1.17%	-0.28%	-14.47%
22	BAC 7.25 PERP L	Bank Of America CORP	股票-金融	1.16%	—	+17.44%
23	NOBL	Proshares S&p 500 Dividend A	ETF-大型股与成长	1.16%	-0.13%	-13.94%
24	QQQX	Nuveen Nasdaq 100 Dyn Overwr	股票-其他	1.15%	—	+12.47%
25	PAVE	Global X US Infrastructure	ETF-其他	1.07%	+0.61%	+112.71%
26	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.99%	—	+3.98%
27	WFC 7.5 PERP L	Wells Fargo & Company	股票-金融	0.99%	—	+14.94%
28	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.98%	-0.10%	-12.24%
29	GOOG	Alphabet Inc-cl C	股票-通信服务	0.98%	—	+0.06%
30	XSSPX	Nuveen S&p 500 Dynam Overwr	股票-其他	0.93%	+0.51%	+139.63%
31	FHLC	Fidelity Msci Health Care	ETF-其他	0.88%	—	+10.65%
32	IYH	Ishares U.s. Healthcare ETF	ETF-其他	0.82%	—	+0.29%
33	IAU	Ishares Gold Trust	ETF-避险与商品	0.75%	+0.42%	+103.61%
34	DTCR	Global X Data Center & Digit	ETF-其他	0.73%	+0.40%	+87.90%
35	XLP	Ss Consumer Staples Sel Sect	ETF-其他	0.72%	—	-7.79%
36	DUK	Duke Energy CORP	股票-公用事业	0.70%	—	+3.26%
37	JPM	Jpmorgan Chase & Co	股票-金融	0.70%	+0.16%	+37.94%
38	MSFT	Microsoft CORP	股票-科技	0.67%	-0.12%	+6.97%
39	ETR	Entergy CORP	股票-公用事业	0.66%	—	+0.13%
40	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	0.65%	—	+0.54%
41	V	Visa Inc-class A Shares	股票-金融	0.63%	—	+0.14%
42	AEP	American Electric Power	股票-公用事业	0.62%	—	+0.24%
43	QTUM	Defiance Quantum ETF	ETF-其他	0.62%	—	+13.29%
44	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.60%	—	+14.78%
45	JNJ	Johnson & Johnson	股票-医疗保健	0.59%	—	+0.36%
46	META	Meta Platforms Inc-class A	股票-通信服务	0.58%	+0.20%	+70.66%
47	ABBV	Abbvie INC	股票-医疗保健	0.56%	+0.14%	+38.19%
48	XLF	Ss Financial Select Sector	ETF-其他	0.56%	—	-0.73%
49	XSW	Ss Spdr S&p Soft & Serv ETF	ETF-其他	0.56%	-3.06%	-80.27%
50	GILD	Gilead Sciences INC	股票-医疗保健	0.55%	+0.19%	+29.73%

1–50 of 250

投资组合表现

Q3 2026表现

+7.1%

近4个季度表现

+14.2%

基于可用的5个月历史数据

基于可获取价格的持仓（占申报价值的75%）计算

标准差: +22.6%
贝塔系数: +1.05
阿尔法: +10.7%
最大回撤: -1.5%
年化表现: +37.4%
对标普胜率: +80%
索提诺比率: +5.29
斯图泽指数: —
特雷诺比率: +0.33
斯特林比率: —
卡玛比率: +25.54
信息比率: +2.18
跟踪误差: +5.4%
下行标准差: +6.5%
正收益月份占比: +60%
负收益月份占比: +40%
最佳12个月: —
最差12个月: —
效率比率: +0.57
夏普比率: +1.51
行业分散度: +9.9%
偏度: +0.31
峰度: -1.65
上行潜力: +7.29

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	250	US$1.0亿	22	1IYW 2FTEC 3FDVV 主要持股2026-03-31 1.IYW 2.FTEC 3.FDVV 4.PEG 5.SO 6.HDV 7.CIBR 8.ED 9.IVV 10.SOXX
2025-12-31	247	US$1.1亿	0	1IYW 2FTEC 3FDVV 主要持股2025-12-31 1.IYW 2.FTEC 3.FDVV 4.CIBR 5.XSW 6.PEG 7.SO 8.HDV 9.IVV 10.SKYY

本季持股变动

High Point Wealth Management, LLC 在 2026-03-31 最显著的持仓异动：清仓: Nuveen S&p 500 Buy-wr INC (XBXMX); 新建仓: Ishares US Dgtl Infra & R/e (IDGT); 清仓: Ishares Tips Bond ETF (TIP); 新建仓: Evergy INC (EVRG); 减仓: Ss Spdr S&p Soft & Serv ETF (XSW) — 股数 -80.27%.

High Point Wealth Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SOXX	Ishares Semiconductor ETF	+0.8%	+37.09%	加仓
2	PAVE	Global X US Infrastructure	+0.6%	+112.71%	加仓
3	XLE	Ss Energy Select Sector	+0.6%	+3.56%	加仓
4	SO	Southern Co/the	+0.5%	+3.83%	加仓
5	HDV	Ishares Core High Dividend E	+0.5%	+2.94%	加仓
6	XSSPX	Nuveen S&p 500 Dynam Overwr	+0.5%	+139.63%	加仓
7	WELL	Welltower INC	+0.5%	+18.34%	加仓
8	ED	Consolidated Edison INC	+0.5%	+4.34%	加仓
9	IAU	Ishares Gold Trust	+0.4%	+103.61%	加仓
10	DTCR	Global X Data Center & Digit	+0.4%	+87.90%	加仓
11	FDVV	Fidelity High Dividend ETF	+0.4%	+6.43%	加仓
12	PKB	Invesco Building & Construct	+0.3%	+309.11%	加仓
13	FTEC	Fidelity Msci Info Tech Indx	+0.3%	+11.20%	加仓
14	FUTY	Fidelity Msci US Utilities	+0.3%	+10.08%	加仓
15	PEG	Public Service Enterprise Gp	+0.3%	+4.11%	加仓
16	AMZN	Amazon.com INC	+0.2%	+32.07%	加仓
17	META	Meta Platforms Inc-class A	+0.2%	+70.66%	加仓
18	GILD	Gilead Sciences INC	+0.2%	+29.73%	加仓
19	XLI	Ss Industrial Select Sector	+0.2%	+206.55%	加仓
20	PM	Philip Morris International	+0.2%	+7.70%	加仓
21	JPM	Jpmorgan Chase & Co	+0.2%	+37.94%	加仓
22	XOM	Exxon Mobil CORP	+0.1%	+13.94%	加仓
23	ABBV	Abbvie INC	+0.1%	+38.19%	加仓
24	FBCG	Fidelity Blue Chip Grow ETF	-0.1%	—	不变
25	RSP	Invesco S&p 500 Equal Weight	-0.1%	-12.24%	减仓
26	IVV	Ishares Core S&p 500 ETF	-0.1%	-2.61%	减仓
27	MSFT	Microsoft CORP	-0.1%	+6.97%	加仓
28	NOBL	Proshares S&p 500 Dividend A	-0.1%	-13.94%	减仓
29	IGV	Ishares Expanded Tech-softwa	-0.1%	—	不变
30	XLC	Ss Comm Select Sector Spdr	-0.1%	-82.36%	减仓
31	PFF	Ishares Preferred & Income S	-0.1%	-51.13%	减仓
32	ORCL	Oracle CORP	-0.1%	-47.96%	减仓
33	XLY	Ss Consumer Disc Select Sect	-0.2%	-87.14%	减仓
34	VFH	Vanguard Financials ETF	-0.2%	-81.80%	减仓
35	IUSG	Ishares Core S&p U.s. Growth	-0.2%	-8.93%	减仓
36	SNOW	Snowflake INC	-0.2%	-1.69%	减仓
37	PLTR	Palantir Technologies Inc-a	-0.2%	-56.78%	减仓
38	FCLD	Fidelity Cloud Computing ETF	-0.3%	-14.47%	减仓
39	IHI	Ishares U.s. Medical Devices	-0.3%	-6.71%	减仓
40	COIN	Coinbase Global INC -class A	-0.4%	-85.03%	减仓
41	VGT	Vanguard Info Tech ETF	-0.4%	-46.43%	减仓
42	SKYY	First Trust Cloud Computing	-0.4%	-8.10%	减仓
43	HOOD	Robinhood Markets INC - A	-0.5%	-27.02%	减仓
44	CIBR	First Trust Nasdaq Cybersecu	-0.5%	-4.44%	减仓
45	IYW	Ishares Ustechnology ETF	-0.7%	-0.92%	减仓
46	XSW	Ss Spdr S&p Soft & Serv ETF	-3.1%	-80.27%	减仓
47	XBXMX	Nuveen S&p 500 Buy-wr INC	—	EXIT	清仓
48	IDGT	Ishares US Dgtl Infra & R/e	—	NEW	新建仓
49	TIP	Ishares Tips Bond ETF	—	EXIT	清仓
50	EVRG	Evergy INC	—	NEW	新建仓

FAQ

High Point Wealth Management, LLC 是什么机构？属于哪种投资人类型？

High Point Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.0亿，分布在 250 个已申报仓位之中。

High Point Wealth Management, LLC 目前前几大持股有哪些？

根据最新 13F 申报，High Point Wealth Management, LLC 按市值排列的前几大持股为： 1. Ishares Ustechnology ETF (IYW) — US$945.5万 (9.1%) 2. Fidelity Msci Info Tech Indx (FTEC) — US$597.8万 (5.8%) 3. Fidelity High Dividend ETF (FDVV) — US$597.4万 (5.8%) 4. Public Service Enterprise Gp (PEG) — US$359.1万 (3.5%) 5. Southern Co/the (SO) — US$356.3万 (3.4%)

High Point Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，High Point Wealth Management, LLC 共进行了 48 项显著调整：新建仓 2 个仓位、加仓 24 个既有持股、减仓 20 个仓位，并完全清仓 2 个持股。其中幅度最大的异动：清仓: Nuveen S&p 500 Buy-wr INC (XBXMX); 新建仓: Ishares US Dgtl Infra & R/e (IDGT); 清仓: Ishares Tips Bond ETF (TIP); 新建仓: Evergy INC (EVRG); 减仓: Ss Spdr S&p Soft & Serv ETF (XSW) — 股数 -80.27%

High Point Wealth Management, LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，High Point Wealth Management, LLC 的主要板块分布如下： • Utilities: 37.6% • Financials: 16.5% • Information Technology: 8.0% • Communication Services: 7.6% • Consumer Staples: 7.5% • Real Estate: 7.2%

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High Point Wealth Management, LLC 13F 投资组合与持仓变动

CIK: 0002106882

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.0亿

申报季度: 2026-03-31 · 持股只数: 250

High Point Wealth Management, LLC在最新一期 13F 报告中披露了 250 项持股，申报期为 2026-03-31，总持股市值约为 US$1.0亿，季度换手率为 22.3%。

浏览其他1 亿至 10 亿美元机构浏览其他以“H”开头的机构

机构性格雪花图

集中度: 10.55
持仓稳定性: 22.29
动能／逆势: 100
行业集中度: 59.64
多样化: 100
仓位均衡度: 76.3

近期动向

减仓 XSW
-80.3%　-US$328.0万
加仓 SOXX
+37.1%　US$73.8万
减仓 IYW
-0.9%　-US$104.8万
加仓 PAVE
+112.7%　US$61.8万
加仓 XLE
+3.6%　US$53.7万
减仓 CIBR
-4.4%　-US$65.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IYW	Ishares Ustechnology ETF	ETF-科技型	9.13%	-0.73%	-0.92%
2	FTEC	Fidelity Msci Info Tech Indx	ETF-科技型	5.77%	+0.32%	+11.20%
3	FDVV	Fidelity High Dividend ETF	ETF-其他	5.77%	+0.36%	+6.43%
4	PEG	Public Service Enterprise Gp	股票-公用事业	3.47%	+0.26%	+4.11%
5	SO	Southern Co/the	股票-公用事业	3.44%	+0.53%	+3.83%
6	HDV	Ishares Core High Dividend E	ETF-其他	3.38%	+0.52%	+2.94%
7	CIBR	First Trust Nasdaq Cybersecu	ETF-科技型	3.25%	-0.53%	-4.44%
8	ED	Consolidated Edison INC	股票-公用事业	2.51%	+0.45%	+4.34%
9	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.23%	-0.11%	-2.61%
10	SOXX	Ishares Semiconductor ETF	ETF-其他	2.15%	+0.75%	+37.09%
11	WELL	Welltower INC	股票-房地产	2.12%	+0.48%	+18.34%
12	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	1.98%	—	-1.36%
13	FUTY	Fidelity Msci US Utilities	ETF-其他	1.78%	+0.31%	+10.08%
14	XLE	Ss Energy Select Sector	ETF-其他	1.76%	+0.56%	+3.56%
15	SKYY	First Trust Cloud Computing	ETF-其他	1.69%	-0.44%	-8.10%
16	FBCG	Fidelity Blue Chip Grow ETF	ETF-其他	1.55%	-0.10%	—
17	IHI	Ishares U.s. Medical Devices	ETF-其他	1.51%	-0.32%	-6.71%
18	PM	Philip Morris International	股票-非周期性消费	1.43%	+0.17%	+7.70%
19	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	1.24%	-0.19%	-8.93%
20	AMZN	Amazon.com INC	股票-周期性消费	1.23%	+0.23%	+32.07%
21	FCLD	Fidelity Cloud Computing ETF	ETF-其他	1.17%	-0.28%	-14.47%
22	BAC 7.25 PERP L	Bank Of America CORP	股票-金融	1.16%	—	+17.44%
23	NOBL	Proshares S&p 500 Dividend A	ETF-大型股与成长	1.16%	-0.13%	-13.94%
24	QQQX	Nuveen Nasdaq 100 Dyn Overwr	股票-其他	1.15%	—	+12.47%
25	PAVE	Global X US Infrastructure	ETF-其他	1.07%	+0.61%	+112.71%
26	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.99%	—	+3.98%
27	WFC 7.5 PERP L	Wells Fargo & Company	股票-金融	0.99%	—	+14.94%
28	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.98%	-0.10%	-12.24%
29	GOOG	Alphabet Inc-cl C	股票-通信服务	0.98%	—	+0.06%
30	XSSPX	Nuveen S&p 500 Dynam Overwr	股票-其他	0.93%	+0.51%	+139.63%
31	FHLC	Fidelity Msci Health Care	ETF-其他	0.88%	—	+10.65%
32	IYH	Ishares U.s. Healthcare ETF	ETF-其他	0.82%	—	+0.29%
33	IAU	Ishares Gold Trust	ETF-避险与商品	0.75%	+0.42%	+103.61%
34	DTCR	Global X Data Center & Digit	ETF-其他	0.73%	+0.40%	+87.90%
35	XLP	Ss Consumer Staples Sel Sect	ETF-其他	0.72%	—	-7.79%
36	DUK	Duke Energy CORP	股票-公用事业	0.70%	—	+3.26%
37	JPM	Jpmorgan Chase & Co	股票-金融	0.70%	+0.16%	+37.94%
38	MSFT	Microsoft CORP	股票-科技	0.67%	-0.12%	+6.97%
39	ETR	Entergy CORP	股票-公用事业	0.66%	—	+0.13%
40	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	0.65%	—	+0.54%
41	V	Visa Inc-class A Shares	股票-金融	0.63%	—	+0.14%
42	AEP	American Electric Power	股票-公用事业	0.62%	—	+0.24%
43	QTUM	Defiance Quantum ETF	ETF-其他	0.62%	—	+13.29%
44	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.60%	—	+14.78%
45	JNJ	Johnson & Johnson	股票-医疗保健	0.59%	—	+0.36%
46	META	Meta Platforms Inc-class A	股票-通信服务	0.58%	+0.20%	+70.66%
47	ABBV	Abbvie INC	股票-医疗保健	0.56%	+0.14%	+38.19%
48	XLF	Ss Financial Select Sector	ETF-其他	0.56%	—	-0.73%
49	XSW	Ss Spdr S&p Soft & Serv ETF	ETF-其他	0.56%	-3.06%	-80.27%
50	GILD	Gilead Sciences INC	股票-医疗保健	0.55%	+0.19%	+29.73%

1–50 of 250

投资组合表现

Q3 2026表现

+7.1%

近4个季度表现

+14.2%

基于可用的5个月历史数据

基于可获取价格的持仓（占申报价值的75%）计算

标准差: +22.6%
贝塔系数: +1.05
阿尔法: +10.7%
最大回撤: -1.5%
年化表现: +37.4%
对标普胜率: +80%
索提诺比率: +5.29
斯图泽指数: —
特雷诺比率: +0.33
斯特林比率: —
卡玛比率: +25.54
信息比率: +2.18
跟踪误差: +5.4%
下行标准差: +6.5%
正收益月份占比: +60%
负收益月份占比: +40%
最佳12个月: —
最差12个月: —
效率比率: +0.57
夏普比率: +1.51
行业分散度: +9.9%
偏度: +0.31
峰度: -1.65
上行潜力: +7.29

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	250	US$1.0亿	22	1IYW 2FTEC 3FDVV 主要持股2026-03-31 1.IYW 2.FTEC 3.FDVV 4.PEG 5.SO 6.HDV 7.CIBR 8.ED 9.IVV 10.SOXX
2025-12-31	247	US$1.1亿	0	1IYW 2FTEC 3FDVV 主要持股2025-12-31 1.IYW 2.FTEC 3.FDVV 4.CIBR 5.XSW 6.PEG 7.SO 8.HDV 9.IVV 10.SKYY

本季持股变动

High Point Wealth Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SOXX	Ishares Semiconductor ETF	+0.8%	+37.09%	加仓
2	PAVE	Global X US Infrastructure	+0.6%	+112.71%	加仓
3	XLE	Ss Energy Select Sector	+0.6%	+3.56%	加仓
4	SO	Southern Co/the	+0.5%	+3.83%	加仓
5	HDV	Ishares Core High Dividend E	+0.5%	+2.94%	加仓
6	XSSPX	Nuveen S&p 500 Dynam Overwr	+0.5%	+139.63%	加仓
7	WELL	Welltower INC	+0.5%	+18.34%	加仓
8	ED	Consolidated Edison INC	+0.5%	+4.34%	加仓
9	IAU	Ishares Gold Trust	+0.4%	+103.61%	加仓
10	DTCR	Global X Data Center & Digit	+0.4%	+87.90%	加仓
11	FDVV	Fidelity High Dividend ETF	+0.4%	+6.43%	加仓
12	PKB	Invesco Building & Construct	+0.3%	+309.11%	加仓
13	FTEC	Fidelity Msci Info Tech Indx	+0.3%	+11.20%	加仓
14	FUTY	Fidelity Msci US Utilities	+0.3%	+10.08%	加仓
15	PEG	Public Service Enterprise Gp	+0.3%	+4.11%	加仓
16	AMZN	Amazon.com INC	+0.2%	+32.07%	加仓
17	META	Meta Platforms Inc-class A	+0.2%	+70.66%	加仓
18	GILD	Gilead Sciences INC	+0.2%	+29.73%	加仓
19	XLI	Ss Industrial Select Sector	+0.2%	+206.55%	加仓
20	PM	Philip Morris International	+0.2%	+7.70%	加仓
21	JPM	Jpmorgan Chase & Co	+0.2%	+37.94%	加仓
22	XOM	Exxon Mobil CORP	+0.1%	+13.94%	加仓
23	ABBV	Abbvie INC	+0.1%	+38.19%	加仓
24	FBCG	Fidelity Blue Chip Grow ETF	-0.1%	—	不变
25	RSP	Invesco S&p 500 Equal Weight	-0.1%	-12.24%	减仓
26	IVV	Ishares Core S&p 500 ETF	-0.1%	-2.61%	减仓
27	MSFT	Microsoft CORP	-0.1%	+6.97%	加仓
28	NOBL	Proshares S&p 500 Dividend A	-0.1%	-13.94%	减仓
29	IGV	Ishares Expanded Tech-softwa	-0.1%	—	不变
30	XLC	Ss Comm Select Sector Spdr	-0.1%	-82.36%	减仓
31	PFF	Ishares Preferred & Income S	-0.1%	-51.13%	减仓
32	ORCL	Oracle CORP	-0.1%	-47.96%	减仓
33	XLY	Ss Consumer Disc Select Sect	-0.2%	-87.14%	减仓
34	VFH	Vanguard Financials ETF	-0.2%	-81.80%	减仓
35	IUSG	Ishares Core S&p U.s. Growth	-0.2%	-8.93%	减仓
36	SNOW	Snowflake INC	-0.2%	-1.69%	减仓
37	PLTR	Palantir Technologies Inc-a	-0.2%	-56.78%	减仓
38	FCLD	Fidelity Cloud Computing ETF	-0.3%	-14.47%	减仓
39	IHI	Ishares U.s. Medical Devices	-0.3%	-6.71%	减仓
40	COIN	Coinbase Global INC -class A	-0.4%	-85.03%	减仓
41	VGT	Vanguard Info Tech ETF	-0.4%	-46.43%	减仓
42	SKYY	First Trust Cloud Computing	-0.4%	-8.10%	减仓
43	HOOD	Robinhood Markets INC - A	-0.5%	-27.02%	减仓
44	CIBR	First Trust Nasdaq Cybersecu	-0.5%	-4.44%	减仓
45	IYW	Ishares Ustechnology ETF	-0.7%	-0.92%	减仓
46	XSW	Ss Spdr S&p Soft & Serv ETF	-3.1%	-80.27%	减仓
47	XBXMX	Nuveen S&p 500 Buy-wr INC	—	EXIT	清仓
48	IDGT	Ishares US Dgtl Infra & R/e	—	NEW	新建仓
49	TIP	Ishares Tips Bond ETF	—	EXIT	清仓
50	EVRG	Evergy INC	—	NEW	新建仓