 苹果AAPL |
| 10.15% | 10.89% | $2,417.7万 | 8.4万股 | $1,990.2万 | 7.8万股 | +5,137股+6.55% | 加仓 |
 VanEck ETF信托SMH |
| 10.1% | 7.6% | $2,407.2万 | 3.7万股 | $1,388.7万 | 3.6万股 | +480股+1.33% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.32% | 5.97% | $1,268.7万 | 37.5万股 | $1,091.3万 | 37.5万股 | +280股+0.07% | 加仓 |
 英伟达NVDA |
| 5.21% | 5.64% | $1,241.1万 | 6.2万股 | $1,031.0万 | 5.9万股 | +2,913股+4.93% | 加仓 |
 谷歌AGOOGL |
| 4.84% | 5.02% | $1,153.2万 | 3.2万股 | $918.3万 | 3.2万股 | +333股+1.04% | 加仓 |
| SSPDR行业精选信托XLK |
| 4.47% | 4.07% | $1,064.4万 | 5.6万股 | $743.4万 | 5.6万股 | -64股-0.11% | 减仓 |
 Meta平台META |
| 4.37% | 5.8% | $1,041.5万 | 1.8万股 | $1,060.0万 | 1.9万股 | -37股-0.20% | 减仓 |
 美光科技MU |
| 3.93% | 1.51% | $937.2万 | 8,119股 | $275.3万 | 8,150股 | -31股-0.38% | 减仓 |
 微软MSFT |
| 3.78% | 4.94% | $901.7万 | 2.4万股 | $902.8万 | 2.4万股 | -216股-0.89% | 减仓 |
 亚马逊AMZN |
| 3.67% | 4.13% | $875.2万 | 3.7万股 | $755.9万 | 3.6万股 | +427股+1.18% | 加仓 |
 博通AVGO |
| 3.03% | 3.15% | $722.0万 | 1.9万股 | $575.2万 | 1.9万股 | +528股+2.84% | 加仓 |
 迈威尔MRVL |
| 2.58% | 1.11% | $615.3万 | 2.1万股 | $203.7万 | 2.1万股 | +89股+0.43% | 加仓 |
| S嘉信·USSCHX |
| 2.37% | 2.69% | $565.8万 | 19.2万股 | $491.4万 | 19.2万股 | +599股+0.31% | 加仓 |
 特斯拉TSLA |
| 2.2% | 2.55% | $523.9万 | 1.2万股 | $466.0万 | 1.3万股 | -78股-0.62% | 减仓 |
 AMD超威AMD |
| 2.19% | 1.01% | $521.6万 | 8,979股 | $184.4万 | 9,064股 | -85股-0.94% | 减仓 |
| IiShares安硕信托DGRO |
| 1.66% | 1.99% | $395.6万 | 5.2万股 | $364.5万 | 5.2万股 | +264股+0.51% | 加仓 |
 PROFOUND MED CORPORATION COM NEW (CANADA)PROF |
| 1.43% | 1.81% | $340.4万 | 51.2万股 | $331.2万 | 51.1万股 | +812股+0.16% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.36% | 1.56% | $323.4万 | 5.3万股 | $286.1万 | 5.2万股 | +1,099股+2.13% | 加仓 |
 VertivVRT |
| 1.25% | 1.2% | $298.8万 | 8,924股 | $220.1万 | 8,785股 | +139股+1.58% | 加仓 |
| SSPDR行业精选信托XLY |
| 1.17% | 1.42% | $277.7万 | 2.4万股 | $260.0万 | 2.4万股 | -184股-0.77% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.14% | 1.44% | $271.3万 | 4.8万股 | $262.5万 | 4.6万股 | +1,727股+3.73% | 加仓 |
| AARGANAGX |
| 0.94% | 0.83% | $223.2万 | 2,795股 | $152.1万 | 2,793股 | +2股+0.07% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.92% | 0.99% | $220.3万 | 1.9万股 | $181.3万 | 1.9万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.87% | 1.31% | $207.6万 | 3.9万股 | $239.1万 | 3.9万股 | +47股+0.12% | 加仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.8% | 0.9% | $191.0万 | 1.6万股 | $164.4万 | 1.5万股 | +347股+2.27% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.8% | 0.99% | $190.4万 | 3,806股 | $180.9万 | 3,774股 | +32股+0.85% | 加仓 |
 应用材料AMAT |
| 0.74% | 0.45% | $176.6万 | 2,443股 | $81.5万 | 2,385股 | +58股+2.43% | 加仓 |
 台积电TSM |
| 0.71% | 0.57% | $168.9万 | 3,536股 | $104.3万 | 3,085股 | +451股+14.62% | 加仓 |
 通用汽车GM |
| 0.65% | 0.82% | $154.3万 | 2.0万股 | $149.6万 | 2.0万股 | -68股-0.34% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.2% | $153.4万 | 2,054股 | $36.0万 | 554股 | +1,500股+270.76% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.61% | 0.76% | $144.5万 | 2.7万股 | $138.2万 | 2.8万股 | -1,037股-3.71% | 减仓 |
| IiShares安硕信托ITA |
| 0.58% | 0.66% | $138.5万 | 5,713股 | $120.3万 | 5,501股 | +212股+3.85% | 加仓 |
 NETFLIXNFLX |
| 0.58% | 1.02% | $138.2万 | 1.9万股 | $187.2万 | 1.9万股 | -115股-0.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.54% | 0.56% | $127.7万 | 3,613股 | $103.0万 | 3,591股 | +22股+0.61% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.48% | 0.28% | $114.4万 | 2,189股 | $50.5万 | 1,090股 | +1,099股+100.83% | 加仓 |
| I景顺交易所交易基金信托PPA |
| 0.44% | 0.54% | $105.5万 | 5,971股 | $99.0万 | 5,975股 | -4股-0.07% | 减仓 |
 摩根大通JPM |
| 0.43% | 0.49% | $101.6万 | 3,104股 | $90.4万 | 3,072股 | +32股+1.04% | 加仓 |
 卡特彼勒CAT |
| 0.42% | 0.37% | $101.1万 | 949股 | $66.8万 | 943股 | +6股+0.64% | 加仓 |
| V先锋领航指数基金VOO |
| 0.42% | 0.14% | $99.7万 | 1,354股 | $26.1万 | 452股 | +902股+199.56% | 加仓 |
 IRENIREN |
| 0.41% | 0.53% | $98.5万 | 2.2万股 | $96.2万 | 2.8万股 | -6,543股-23.31% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.37% | 0.43% | $87.3万 | 3,689股 | $79.5万 | 3,696股 | -7股-0.19% | 减仓 |
 CienaCIEN |
| 0.35% | 0.36% | $84.3万 | 1,718股 | $66.7万 | 1,718股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.33% | 0.45% | $78.4万 | 1.1万股 | $82.7万 | 1.2万股 | -639股-5.56% | 减仓 |
| SSpaceXSPCX |
| 0.33% | — | $77.9万 | 4,561股 | $0 | 0股 | +4,561股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.32% | 0.42% | $76.2万 | 6,133股 | $76.4万 | 1,792股 | +4,341股+242.24% | 加仓 |
 自由港麦克莫兰FCX |
| 0.32% | 0.39% | $76.0万 | 1.2万股 | $70.6万 | 1.2万股 | +66股+0.55% | 加仓 |
| G通用动力VTI |
| 0.32% | 0.36% | $75.9万 | 2,052股 | $65.8万 | 2,050股 | +2股+0.10% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.31% | 0.35% | $74.3万 | 2.1万股 | $64.9万 | 2.1万股 | +55股+0.26% | 加仓 |
 GE VernovaGEV |
| 0.31% | 0.28% | $73.3万 | 624股 | $51.7万 | 592股 | +32股+5.41% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.31% | 0.39% | $72.8万 | 4,589股 | $70.4万 | 4,804股 | -215股-4.48% | 减仓 |
