 苹果AAPL |
| 12.63% | 12.68% | $6,919.5万 | 23.9万股 | $6,060.0万 | 23.9万股 | +349股+0.15% | 加仓 |
 亚马逊AMZN |
| 10.41% | 10.3% | $5,707.6万 | 23.9万股 | $4,921.1万 | 23.6万股 | +3,188股+1.35% | 加仓 |
 微软MSFT |
| 7.3% | 8.04% | $3,998.5万 | 10.7万股 | $3,845.2万 | 10.4万股 | +3,315股+3.19% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 6.65% | 6.03% | $3,647.4万 | 10.3万股 | $2,881.7万 | 10.0万股 | +2,773股+2.76% | 加仓 |
 谷歌AGOOGL |
| 5.45% | 5.06% | $2,987.1万 | 8.4万股 | $2,418.1万 | 8.4万股 | -504股-0.60% | 减仓 |
 英伟达NVDA |
| 3.5% | 3.03% | $1,918.0万 | 9.6万股 | $1,447.2万 | 8.3万股 | +1.3万股+15.51% | 加仓 |
 Meta平台META |
| 3.05% | 3.7% | $1,669.1万 | 3.0万股 | $1,768.0万 | 3.1万股 | -1,270股-4.11% | 减仓 |
 AXON ENTERPRISEAXON |
| 2.63% | 2.04% | $1,441.5万 | 2.6万股 | $973.1万 | 2.3万股 | +2,799股+12.22% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 2.43% | 3.02% | $1,330.7万 | 3.0万股 | $1,442.9万 | 3.0万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 2.14% | 1.72% | $1,170.7万 | 1.6万股 | $824.5万 | 1.4万股 | +1,612股+11.28% | 加仓 |
 英特尔INTC |
| 2.11% | 0.63% | $1,155.9万 | 8.3万股 | $299.2万 | 6.8万股 | +1.5万股+22.10% | 加仓 |
 NETFLIXNFLX |
| 1.78% | 2.88% | $977.4万 | 13.7万股 | $1,375.1万 | 14.3万股 | -6,125股-4.28% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.61% | 1.37% | $884.6万 | 1.2万股 | $655.4万 | 1.0万股 | +1,769股+17.55% | 加仓 |
 阿斯麦ASML |
| 1.54% | 0.87% | $842.4万 | 4,234股 | $417.6万 | 3,162股 | +1,072股+33.90% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.45% | 1.63% | $795.1万 | 1.6万股 | $779.7万 | 1.6万股 | -380股-2.34% | 减仓 |
 博通AVGO |
| 1.43% | 1.19% | $783.7万 | 2.1万股 | $567.8万 | 1.8万股 | +2,402股+13.09% | 加仓 |
| AALPS ETF信托AMLP |
| 1.14% | 1.27% | $626.0万 | 12.1万股 | $606.9万 | 11.5万股 | +5,449股+4.73% | 加仓 |
| SSPDR黄金信托GLD |
| 0.96% | 1.41% | $527.2万 | 1.4万股 | $674.7万 | 1.6万股 | -1,370股-8.74% | 减仓 |
 AMD超威AMD |
| 0.93% | 0.49% | $512.4万 | 8,820股 | $232.5万 | 1.1万股 | -2,607股-22.81% | 减仓 |
 礼来LLY |
| 0.92% | 0.81% | $505.2万 | 4,212股 | $387.7万 | 4,215股 | -3股-0.07% | 减仓 |
 PALO ALTOPANW |
| 0.89% | 0.51% | $490.1万 | 1.4万股 | $244.5万 | 1.5万股 | -876股-5.74% | 减仓 |
 AURORA INNOVATION INC CLASS AAUR |
| 0.84% | 0.56% | $461.4万 | 67.7万股 | $269.7万 | 65.5万股 | +2.2万股+3.36% | 加仓 |
 优步UBER |
| 0.81% | 1.21% | $442.0万 | 6.1万股 | $578.2万 | 8.0万股 | -1.9万股-23.80% | 减仓 |
 RobinhoodHOOD |
| 0.76% | 0.58% | $416.3万 | 4.2万股 | $275.4万 | 4.0万股 | +1,775股+4.47% | 加仓 |
 WASTE MGMT DELWM |
| 0.75% | 0.95% | $412.2万 | 1.8万股 | $455.1万 | 2.0万股 | -1,315股-6.64% | 减仓 |
 Arista网络ANET |
| 0.72% | 0.6% | $392.4万 | 2.3万股 | $285.6万 | 2.3万股 | -160股-0.69% | 减仓 |
 CencoraCOR |
| 0.71% | 0.91% | $390.2万 | 1.4万股 | $433.2万 | 1.4万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.68% | 0.56% | $371.4万 | 7,778股 | $266.2万 | 7,878股 | -100股-1.27% | 减仓 |
 摩根大通JPM |
| 0.64% | 0.81% | $353.1万 | 1.1万股 | $387.6万 | 1.3万股 | -2,389股-18.13% | 减仓 |
 帕兰提尔PLTR |
| 0.59% | 0.86% | $322.4万 | 2.8万股 | $410.2万 | 2.8万股 | -410股-1.46% | 减仓 |
 卡特彼勒CAT |
| 0.51% | 0.4% | $281.7万 | 2,645股 | $191.6万 | 2,705股 | -60股-2.22% | 减仓 |
 甲骨文ORCL |
| 0.5% | 0.46% | $273.9万 | 1.9万股 | $220.1万 | 1.5万股 | +3,728股+24.91% | 加仓 |
 ZscalerZS |
| 0.5% | 0.9% | $271.5万 | 1.9万股 | $429.8万 | 3.1万股 | -1.1万股-37.21% | 减仓 |
 PELOTON INTERACTIVEPTON |
| 0.48% | 0.08% | $261.3万 | 44.2万股 | $39.7万 | 9.3万股 | +35.0万股+378.00% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.48% | — | $260.8万 | 6,045股 | $0 | 0股 | +6,045股 | 新买入 |
 可口可乐KO |
| 0.45% | 0.49% | $249.1万 | 3.1万股 | $233.4万 | 3.1万股 | -32股-0.10% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.44% | 0.69% | $243.3万 | 7.3万股 | $329.5万 | 8.6万股 | -1.3万股-14.77% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.44% | 0.74% | $243.3万 | 5.4万股 | $351.9万 | 7.7万股 | -2.3万股-30.02% | 减仓 |
 联合太平洋铁路UNP |
| 0.41% | 0.42% | $227.2万 | 8,353股 | $199.7万 | 8,232股 | +121股+1.47% | 加仓 |
 直觉外科ISRG |
| 0.37% | 0.54% | $202.5万 | 5,091股 | $255.8万 | 5,550股 | -459股-8.27% | 减仓 |
| RROGERSROG |
| 0.37% | — | $201.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 MCKESSON COMMCK |
| 0.36% | 0.48% | $199.5万 | 2,640股 | $230.6万 | 2,665股 | -25股-0.94% | 减仓 |
| IiShares白银信托SLV |
| 0.36% | 0.52% | $195.0万 | 3.6万股 | $249.5万 | 3.7万股 | -150股-0.41% | 减仓 |
| IIBMIBM |
| 0.35% | — | $189.2万 | 6,727股 | $0 | 0股 | +6,727股 | 新买入 |
 沃尔玛WMT |
| 0.32% | 0.36% | $173.7万 | 1.5万股 | $169.8万 | 1.4万股 | +1,673股+12.24% | 加仓 |
 阿格尼科鹰矿AEM |
| 0.32% | 0.48% | $173.5万 | 1.1万股 | $229.1万 | 1.1万股 | -100股-0.89% | 减仓 |
 雪佛龙CVX |
| 0.31% | 0.14% | $170.5万 | 1.0万股 | $66.2万 | 3,200股 | +7,086股+221.44% | 加仓 |
 特斯拉TSLA |
| 0.31% | 0.27% | $169.9万 | 4,040股 | $128.7万 | 3,462股 | +578股+16.70% | 加仓 |
 LoewsL |
| 0.31% | 0.33% | $167.4万 | 1.5万股 | $160.0万 | 1.5万股 | -200股-1.33% | 减仓 |
 好市多COST |
| 0.3% | 0.31% | $165.7万 | 1,772股 | $148.9万 | 1,494股 | +278股+18.61% | 加仓 |
