 苹果AAPL |
| 21.6% | 21.56% | $2,399.1万 | 8.3万股 | $2,140.0万 | 8.4万股 | -1,412股-1.67% | 减仓 |
 谷歌AGOOGL |
| 11.22% | 10.21% | $1,246.4万 | 3.5万股 | $1,013.1万 | 3.5万股 | -356股-1.01% | 减仓 |
 亚马逊AMZN |
| 7.05% | 6.97% | $782.5万 | 3.3万股 | $692.4万 | 3.3万股 | -413股-1.24% | 减仓 |
 微软MSFT |
| 4.71% | 5.28% | $523.3万 | 1.4万股 | $524.4万 | 1.4万股 | -139股-0.98% | 减仓 |
 英伟达NVDA |
| 3.44% | 3.39% | $381.8万 | 1.9万股 | $336.6万 | 1.9万股 | -219股-1.13% | 减仓 |
 台积电TSM |
| 3.08% | 2.47% | $342.2万 | 7,165股 | $245.4万 | 7,262股 | -97股-1.34% | 减仓 |
 万事达MA |
| 2.42% | 2.65% | $268.7万 | 5,231股 | $262.6万 | 5,255股 | -24股-0.46% | 减仓 |
 英特尔INTC |
| 2.31% | 0.81% | $256.0万 | 1.8万股 | $80.5万 | 1.8万股 | +86股+0.47% | 加仓 |
 AMD超威AMD |
| 2.3% | 0.88% | $255.3万 | 4,395股 | $87.7万 | 4,310股 | +85股+1.97% | 加仓 |
 CrowdStrikeCRWD |
| 2.15% | 1.21% | $238.9万 | 3,130股 | $120.2万 | 3,080股 | +50股+1.62% | 加仓 |
 Arista网络ANET |
| 2.1% | 1.69% | $232.7万 | 1.4万股 | $167.8万 | 1.4万股 | +30股+0.22% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 2.05% | 1.64% | $227.4万 | 3.7万股 | $162.8万 | 2.9万股 | +7,674股+26.17% | 加仓 |
 好市多COST |
| 1.87% | 1.47% | $208.0万 | 2,223股 | $145.7万 | 1,462股 | +761股+52.05% | 加仓 |
 ShopifySHOP |
| 1.75% | 2.02% | $194.7万 | 1.7万股 | $200.7万 | 1.7万股 | +137股+0.81% | 加仓 |
 VisaV |
| 1.53% | 1.55% | $170.3万 | 4,963股 | $153.9万 | 5,091股 | -128股-2.51% | 减仓 |
 礼来LLY |
| 1.47% | 1.27% | $162.8万 | 1,357股 | $125.7万 | 1,366股 | -9股-0.66% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.39% | 1.49% | $154.5万 | 3,088股 | $148.0万 | 3,088股 | 00.00% | 持仓不变 |
 CloudflareNET |
| 1.32% | 1.29% | $146.6万 | 5,977股 | $128.1万 | 6,206股 | -229股-3.69% | 减仓 |
| IIBMIBM |
| 1.28% | 1.22% | $142.2万 | 5,055股 | $120.9万 | 4,989股 | +66股+1.32% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.2% | 1.17% | $133.2万 | 1.9万股 | $116.5万 | 1.8万股 | +516股+2.84% | 加仓 |
 好事达ALL |
| 1.16% | 1.13% | $128.4万 | 5,397股 | $111.9万 | 5,397股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 0.97% | 0.58% | $107.3万 | 2,721股 | $57.7万 | 2,423股 | +298股+12.30% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.86% | 0.73% | $95.6万 | 1.6万股 | $72.4万 | 1.3万股 | +2,613股+19.50% | 加仓 |
 艾伯维ABBV |
| 0.84% | 1.7% | $92.9万 | 3,693股 | $168.3万 | 7,738股 | -4,045股-52.27% | 减仓 |
 洛克希德马丁LMT |
| 0.71% | 0.95% | $78.7万 | 1,545股 | $94.2万 | 1,558股 | -13股-0.83% | 减仓 |
 COPART COMCPRT |
| 0.7% | 1.01% | $77.8万 | 2.8万股 | $100.4万 | 3.0万股 | -2,665股-8.81% | 减仓 |
 自由港麦克莫兰FCX |
| 0.67% | 0.7% | $74.4万 | 1.2万股 | $69.1万 | 1.2万股 | +76股+0.65% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.67% | 0.28% | $74.0万 | 1,715股 | $27.3万 | 1,664股 | +51股+3.06% | 加仓 |
 希捷STX |
| 0.65% | 0.3% | $72.4万 | 750股 | $29.4万 | 750股 | 00.00% | 持仓不变 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.65% | 0.57% | $71.6万 | 8,230股 | $56.3万 | 8,390股 | -160股-1.91% | 减仓 |
| V先锋领航指数基金VTV |
| 0.64% | 0.61% | $71.1万 | 3,262股 | $60.8万 | 3,098股 | +164股+5.29% | 加仓 |
 SPHERE ENTERTAINMENTSPHR |
| 0.63% | 0.48% | $70.5万 | 4,075股 | $47.8万 | 4,075股 | 00.00% | 持仓不变 |
 EMCOREME |
| 0.62% | 0.56% | $69.3万 | 835股 | $55.6万 | 753股 | +82股+10.89% | 加仓 |
 摩根大通JPM |
| 0.62% | 0.82% | $69.2万 | 2,114股 | $81.1万 | 2,756股 | -642股-23.29% | 减仓 |
 纽柯钢铁NUE |
| 0.57% | 0.5% | $62.8万 | 2,819股 | $49.8万 | 2,943股 | -124股-4.21% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.54% | 0.23% | $59.7万 | 1.1万股 | $22.5万 | 3,978股 | +6,594股+165.76% | 加仓 |
 CLEAN HARBORSCLH |
| 0.5% | 0.54% | $56.0万 | 1,873股 | $53.7万 | 1,873股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.45% | 0.54% | $49.9万 | 1,836股 | $53.4万 | 2,201股 | -365股-16.58% | 减仓 |
 迪尔DE |
| 0.44% | 0.43% | $49.4万 | 779股 | $42.9万 | 762股 | +17股+2.23% | 加仓 |
| N新纪元能源NEE |
| 0.41% | 0.49% | $45.9万 | 5,230股 | $49.0万 | 5,280股 | -50股-0.95% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.41% | 0.38% | $45.6万 | 3,609股 | $37.4万 | 3,659股 | -50股-1.37% | 减仓 |
 HEICOHEI |
| 0.4% | 0.34% | $44.1万 | 1,237股 | $33.9万 | 1,237股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.4% | 0.76% | $44.0万 | 3,217股 | $75.7万 | 4,463股 | -1,246股-27.92% | 减仓 |
 ALTRIAMO |
| 0.39% | 0.46% | $43.7万 | 6,070股 | $46.0万 | 6,970股 | -900股-12.91% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.39% | — | $42.8万 | 8,451股 | $0 | 0股 | +8,451股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.38% | 0.36% | $41.8万 | 3,368股 | $35.9万 | 842股 | +2,526股+300.00% | 加仓 |
 固安捷GWW |
| 0.37% | 0.34% | $41.6万 | 306股 | $33.4万 | 306股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.35% | 0.35% | $38.5万 | 1,090股 | $34.5万 | 1,203股 | -113股-9.39% | 减仓 |
 GE VernovaGEV |
| 0.33% | 1.39% | $37.1万 | 316股 | $137.8万 | 1,579股 | -1,263股-79.99% | 减仓 |
 江森自控JCI |
| 0.33% | 0.33% | $36.7万 | 2,513股 | $32.9万 | 2,513股 | 00.00% | 持仓不变 |
