diff --git a/install_trading.py b/install_trading.py
index e543575..9bfe6b1 100644
--- a/install_trading.py
+++ b/install_trading.py
@@ -859,10 +859,17 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
         """关闭无对应 CTP 持仓的监控，并撤销残留止盈止损挂单。"""
         return reconcile_monitors_without_position(conn, mode)
 
-    def _effective_active_position_count(conn, mode: str) -> int:
+    def _effective_active_position_count(
+        conn,
+        mode: str,
+        *,
+        ctp_connected: Optional[bool] = None,
+    ) -> int:
         """风控持仓数以柜台/快照实际持仓优先，本地监控作兜底。"""
         monitor_count = count_active_trade_monitors(conn)
-        if not ctp_status(mode).get("connected"):
+        if ctp_connected is None:
+            ctp_connected = bool(_cached_ctp_status(mode).get("connected"))
+        if not ctp_connected:
             return monitor_count
         keys: set[tuple[str, str]] = set()
         for p in _positions_for_monitor_restore(mode, allow_ctp=False):
@@ -2179,15 +2186,10 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
                 conn.close()
 
         if fast:
-            if _live_refresh_lock.acquire(blocking=False):
-                try:
-                    return _build()
-                finally:
-                    _live_refresh_lock.release()
             snap = position_hub.get_snapshot()
             if snap:
                 return snap
-            if _live_refresh_lock.acquire(timeout=2.0):
+            if _live_refresh_lock.acquire(blocking=False):
                 try:
                     return _build()
                 finally:
@@ -2415,15 +2417,22 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
         try:
             init_strategy_tables(conn)
             mode = get_trading_mode(get_setting)
-            ctp_st = ctp_status(mode)
+            ctp_st = _cached_ctp_status(mode)
+            connected = bool(ctp_st.get("connected"))
             capital = _capital(conn)
             recommend_capital = _recommend_capital(conn)
             risk = get_risk_status(
                 conn,
-                active_count=_effective_active_position_count(conn, mode),
+                active_count=_effective_active_position_count(
+                    conn, mode, ctp_connected=connected,
+                ),
                 equity=capital,
             )
-            ctp_acc = _ctp_account(mode) if ctp_st.get("connected") else {}
+            ctp_acc = {}
+            bootstrap_live = position_hub.get_snapshot()
+            if connected and bootstrap_live and bootstrap_live.get("capital") is not None:
+                cap = float(bootstrap_live.get("capital") or 0)
+                ctp_acc = {"balance": cap, "available": cap}
             active_trend = conn.execute(
                 "SELECT * FROM trend_pullback_plans WHERE status='active' ORDER BY id DESC LIMIT 1"
             ).fetchone()
@@ -2441,7 +2450,6 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
                 _schedule_recommend_refresh()
             ctp_connected = is_ctp_connected(get_setting)
             margin_rec = small_account_margin_recommendations()
-            bootstrap_live = position_hub.get_snapshot()
             if not bootstrap_live:
                 bootstrap_live = {
                     "ok": True,
@@ -2528,9 +2536,15 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
                 if snap:
                     yield sse_format("positions", snap)
                 else:
-                    payload = _refresh_trading_live_snapshot(fast=True)
+                    conn = get_db()
+                    try:
+                        init_strategy_tables(conn)
+                        payload = _minimal_live_payload(conn)
+                    finally:
+                        conn.close()
                     position_hub.set_snapshot(payload)
                     yield sse_format("positions", payload)
+                    _push_position_snapshot_async(fast=True)
                 while True:
                     try:
                         msg = q.get(timeout=25)