 英伟达NVDA |
| 39.18% | 39.64% | $9,628.7万 | 48.1万股 | $8,390.9万 | 48.1万股 | +89股+0.02% | 加仓 |
 帕兰提尔PLTR |
| 7.09% | 10.26% | $1,742.5万 | 14.9万股 | $2,172.3万 | 14.9万股 | +850股+0.57% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 5.55% | 2.48% | $1,365.1万 | 3.2万股 | $524.5万 | 3.2万股 | -318股-1.00% | 减仓 |
| I景顺QQQ信托VOO |
| 4.22% | 3.81% | $1,037.1万 | 1.4万股 | $807.1万 | 1.4万股 | +100股+0.72% | 加仓 |
 VertivVRT |
| 3.87% | 3.4% | $951.9万 | 2.8万股 | $719.9万 | 2.9万股 | -300股-1.04% | 减仓 |
 BWX科技BWXT |
| 3.12% | 3.81% | $767.3万 | 3.9万股 | $806.1万 | 3.9万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 2.93% | 2.86% | $720.6万 | 2.4万股 | $605.5万 | 2.4万股 | 00.00% | 持仓不变 |
| V先锋领航·S&PIVOG |
| 2.52% | 2.38% | $620.3万 | 4.0万股 | $504.5万 | 4.1万股 | -109股-0.27% | 减仓 |
 直觉外科ISRG |
| 2.15% | 5.2% | $527.6万 | 1.3万股 | $1,100.0万 | 2.4万股 | -1.1万股-44.40% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.77% | 0.7% | $434.0万 | 1.6万股 | $147.4万 | 1.6万股 | +250股+1.59% | 加仓 |
 NETFLIXNFLX |
| 1.72% | 2.68% | $421.6万 | 5.9万股 | $567.8万 | 5.9万股 | 00.00% | 持仓不变 |
 切尼尔能源LNG |
| 1.63% | 2.45% | $399.4万 | 1.7万股 | $519.6万 | 1.8万股 | -1,600股-8.74% | 减仓 |
 西部数据WDC |
| 1.56% | 0.77% | $383.2万 | 6,000股 | $162.3万 | 6,000股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.29% | 0.99% | $317.5万 | 1.0万股 | $210.6万 | 8,863股 | +1,617股+18.24% | 加仓 |
| V先锋领航指数基金VOO |
| 1.22% | 1.21% | $300.1万 | 4,370股 | $255.2万 | 4,271股 | +99股+2.32% | 加仓 |
 雷神技术RTX |
| 1.16% | 1.37% | $284.9万 | 1.5万股 | $289.4万 | 1.5万股 | +17股+0.11% | 加仓 |
 埃克森美孚XOM |
| 1.11% | 1.59% | $272.0万 | 2.0万股 | $336.4万 | 2.0万股 | +67股+0.34% | 加仓 |
 LumentumLITE |
| 1.11% | — | $271.7万 | 3,166股 | $0 | 0股 | +3,166股 | 新买入 |
| WWEC ENERGY COMIDU |
| 1.06% | 1.24% | $259.4万 | 2.2万股 | $263.0万 | 2.3万股 | -500股-2.20% | 减仓 |
 卡特彼勒CAT |
| 1.02% | 0.79% | $250.3万 | 2,350股 | $166.5万 | 2,350股 | 00.00% | 持仓不变 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.99% | 1.1% | $243.6万 | 3.2万股 | $231.9万 | 3.2万股 | -20股-0.06% | 减仓 |
 康宁GLW |
| 0.96% | — | $235.0万 | 9,200股 | $0 | 0股 | +9,200股 | 新买入 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.91% | 0.91% | $224.3万 | 2.5万股 | $193.3万 | 2.5万股 | -70股-0.28% | 减仓 |
 美光科技MU |
| 0.72% | — | $176.0万 | 1,525股 | $0 | 0股 | +1,525股 | 新买入 |
| DDRAGANFLYDPRO |
| 0.7% | 0.73% | $171.1万 | 31.6万股 | $155.0万 | 31.6万股 | 00.00% | 持仓不变 |
 SOUNDHOUND AI CLASS A COMSOUN |
| 0.67% | 0.82% | $164.3万 | 25.4万股 | $174.5万 | 25.4万股 | 00.00% | 持仓不变 |
| NNOKIA SPONSORED ADRNOK |
| 0.67% | — | $164.1万 | 12.4万股 | $0 | 0股 | +12.4万股 | 新买入 |
| NNRG ENERGYNRG |
| 0.64% | 0.77% | $156.6万 | 1.1万股 | $162.6万 | 1.1万股 | -400股-3.60% | 减仓 |
 BORGWARNERBWA |
| 0.63% | — | $155.7万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 0.56% | 0.61% | $137.5万 | 1.8万股 | $129.6万 | 1.8万股 | 00.00% | 持仓不变 |
| PPLUG PWRPLUG |
| 0.55% | 0.53% | $135.5万 | 50.0万股 | $113.0万 | 50.0万股 | 00.00% | 持仓不变 |
| UUNUSUAL MACHSUMAC |
| 0.54% | 0.35% | $133.8万 | 6.0万股 | $74.4万 | 6.0万股 | 00.00% | 持仓不变 |
 The Trade DeskTTD |
| 0.42% | 0.62% | $103.5万 | 5.7万股 | $132.2万 | 5.8万股 | -1,000股-1.72% | 减仓 |
| SSAMSARA INC CLASS AIOT |
| 0.41% | 0.46% | $100.2万 | 3.1万股 | $97.9万 | 3.1万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.4% | 0.41% | $97.4万 | 1.2万股 | $86.8万 | 3,021股 | +9,063股+300.00% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 0.39% | 0.44% | $94.9万 | 4,000股 | $93.3万 | 4,000股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.38% | 0.37% | $93.3万 | 3,225股 | $78.5万 | 3,093股 | +132股+4.27% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.37% | 0.35% | $91.0万 | 6,617股 | $74.6万 | 6,497股 | +120股+1.85% | 加仓 |
 亚马逊AMZN |
| 0.32% | 0.32% | $79.4万 | 3,330股 | $67.6万 | 3,248股 | +82股+2.52% | 加仓 |
 EMCOREME |
| 0.27% | 0.28% | $66.4万 | 800股 | $59.1万 | 800股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.23% | 0.25% | $57.5万 | 2,263股 | $52.6万 | 2,150股 | +113股+5.26% | 加仓 |
 LEONARDO DRSDRS |
| 0.19% | 0.23% | $47.2万 | 1.1万股 | $49.3万 | 1.1万股 | 00.00% | 持仓不变 |
| UUNITED STATES ANTIMONYUAMY |
| 0.18% | 0.27% | $44.3万 | 6.1万股 | $57.6万 | 6.6万股 | -5,000股-7.58% | 减仓 |
 艾伯维ABBV |
| 0.17% | 0.17% | $42.8万 | 1,700股 | $37.0万 | 1,700股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.17% | 0.22% | $41.6万 | 550股 | $47.6万 | 550股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 0.15% | 0.12% | $35.7万 | 2,100股 | $25.8万 | 2,100股 | 00.00% | 持仓不变 |
| NNEWSMAX INCNMAX |
| 0.14% | — | $35.2万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.14% | 0.19% | $34.8万 | 945股 | $40.7万 | 945股 | 00.00% | 持仓不变 |
 CienaCIEN |
| 0.14% | 0.13% | $34.3万 | 700股 | $27.2万 | 700股 | 00.00% | 持仓不变 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 0.14% | 0.13% | $34.0万 | 2,607股 | $28.3万 | 2,478股 | +129股+5.21% | 加仓 |
