 英伟达NVDA |
| 10.65% | 12.09% | $1.22亿 | 61.1万股 | $1.10亿 | 63.0万股 | -1.9万股-3.03% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 9.62% | 7.89% | $1.10亿 | 216.4万股 | $7,173.4万 | 140.8万股 | +75.6万股+53.69% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 7.63% | 9.4% | $8,761.5万 | 117股 | $8,545.9万 | 119股 | -2股-1.68% | 减仓 |
 迈威尔MRVL |
| 6.01% | 3.93% | $6,897.4万 | 23.2万股 | $3,576.1万 | 36.1万股 | -13.0万股-35.87% | 减仓 |
 苹果AAPL |
| 5.2% | 6.07% | $5,969.2万 | 20.6万股 | $5,516.7万 | 21.7万股 | -1.1万股-5.10% | 减仓 |
 康宁GLW |
| 5.08% | 4.12% | $5,827.7万 | 22.8万股 | $3,744.1万 | 27.5万股 | -4.7万股-17.15% | 减仓 |
 VertivVRT |
| 4.26% | 5.26% | $4,890.7万 | 14.6万股 | $4,784.8万 | 19.1万股 | -4.5万股-23.50% | 减仓 |
 谷歌AGOOGL |
| 4.01% | 4.32% | $4,600.6万 | 12.9万股 | $3,924.9万 | 13.6万股 | -7,755股-5.68% | 减仓 |
 AMD超威AMD |
| 3.84% | 2.57% | $4,412.4万 | 7.6万股 | $2,332.4万 | 11.5万股 | -3.9万股-33.75% | 减仓 |
 亚马逊AMZN |
| 2.93% | 3.29% | $3,367.7万 | 14.1万股 | $2,992.8万 | 14.4万股 | -2,399股-1.67% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.72% | 1.53% | $3,117.1万 | 7.2万股 | $1,389.1万 | 8.5万股 | -1.2万股-14.64% | 减仓 |
 礼来LLY |
| 2.65% | 1.47% | $3,040.8万 | 2.5万股 | $1,333.1万 | 1.4万股 | +1.1万股+74.91% | 加仓 |
| IiShares安硕信托ICSH |
| 2.34% | 1.19% | $2,687.5万 | 53.1万股 | $1,080.3万 | 21.3万股 | +31.7万股+148.77% | 加仓 |
 微软MSFT |
| 2.08% | 2.69% | $2,390.7万 | 6.4万股 | $2,443.8万 | 6.6万股 | -1,930股-2.92% | 减仓 |
 摩根士丹利MS |
| 1.89% | 1.51% | $2,169.9万 | 10.4万股 | $1,371.5万 | 8.3万股 | +2.0万股+24.56% | 加仓 |
 GE VernovaGEV |
| 1.8% | 1.63% | $2,068.8万 | 1.8万股 | $1,485.9万 | 1.7万股 | +587股+3.45% | 加仓 |
 沃尔玛WMT |
| 1.79% | 2.5% | $2,055.4万 | 18.1万股 | $2,276.7万 | 18.3万股 | -1,709股-0.93% | 减仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 1.59% | 1.74% | $1,828.4万 | 74.1万股 | $1,583.2万 | 64.0万股 | +10.1万股+15.79% | 加仓 |
 CloudflareNET |
| 1.58% | 2.74% | $1,815.7万 | 7.4万股 | $2,486.7万 | 12.1万股 | -4.6万股-38.58% | 减仓 |
| C花旗集团C |
| 1.56% | 1.41% | $1,792.8万 | 12.8万股 | $1,283.1万 | 11.3万股 | +1.5万股+13.22% | 加仓 |
 Meta平台META |
| 1.53% | 2% | $1,757.5万 | 3.1万股 | $1,816.5万 | 3.2万股 | -548股-1.73% | 减仓 |
| IIBMIBM |
| 1.14% | 0.04% | $1,308.0万 | 4.7万股 | $37.4万 | 1,543股 | +4.5万股+2,914.52% | 加仓 |
 VisaV |
| 1.01% | 1.05% | $1,155.7万 | 3.4万股 | $956.8万 | 3.2万股 | +2,027股+6.40% | 加仓 |
 万豪MAR |
| 0.97% | 1.08% | $1,116.2万 | 3.0万股 | $985.3万 | 3.0万股 | -6股-0.02% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.89% | 1.2% | $1,018.2万 | 2.0万股 | $1,089.3万 | 2.3万股 | -2,384股-10.49% | 减仓 |
 好市多COST |
| 0.76% | 1.02% | $872.5万 | 9,327股 | $930.7万 | 9,340股 | -13股-0.14% | 减仓 |
 帕兰提尔PLTR |
| 0.73% | 1.31% | $839.2万 | 7.2万股 | $1,191.7万 | 8.1万股 | -9,538股-11.71% | 减仓 |
 伊顿ETN |
| 0.72% | 0.65% | $827.0万 | 1.9万股 | $594.5万 | 1.7万股 | +2,787股+16.77% | 加仓 |
| AAPPLOVINAPP |
| 0.62% | — | $715.9万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| N新纪元能源NEE |
| 0.58% | 0.71% | $661.1万 | 7.5万股 | $649.0万 | 7.0万股 | +5,449股+7.80% | 加仓 |
 应用材料AMAT |
| 0.53% | 0.32% | $606.2万 | 8,385股 | $286.6万 | 8,385股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.53% | 0.74% | $605.0万 | 2.7万股 | $669.1万 | 2.8万股 | -878股-3.10% | 减仓 |
| GGE医疗GEHC |
| 0.52% | 0.09% | $593.7万 | 9.3万股 | $80.7万 | 1.1万股 | +8.1万股+718.31% | 加仓 |
 ShopifySHOP |
| 0.51% | 0.74% | $581.4万 | 5.1万股 | $670.0万 | 5.6万股 | -5,564股-9.85% | 减仓 |
 美国运通AXP |
| 0.48% | 0.48% | $552.3万 | 1.6万股 | $434.0万 | 1.4万股 | +1,980股+13.80% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.46% | 0.32% | $529.6万 | 6,309股 | $291.2万 | 7,151股 | -842股-11.77% | 减仓 |
 优步UBER |
| 0.45% | 0.59% | $511.9万 | 7.1万股 | $540.5万 | 7.5万股 | -4,197股-5.59% | 减仓 |
 联合太平洋铁路UNP |
| 0.44% | 0.5% | $506.2万 | 1.9万股 | $451.6万 | 1.9万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.42% | 0.35% | $481.7万 | 1.4万股 | $321.5万 | 2.0万股 | -5,930股-29.57% | 减仓 |
 摩根大通JPM |
| 0.41% | 0.47% | $466.5万 | 1.4万股 | $428.4万 | 1.5万股 | -313股-2.15% | 减仓 |
 家得宝HD |
| 0.4% | 0.48% | $459.5万 | 1.3万股 | $439.1万 | 1.3万股 | -321股-2.40% | 减仓 |
 ServiceNowNOW |
| 0.37% | 0.49% | $421.3万 | 4.2万股 | $442.6万 | 4.2万股 | +97股+0.23% | 加仓 |
 博通AVGO |
| 0.29% | 0.26% | $330.4万 | 8,747股 | $235.8万 | 7,619股 | +1,128股+14.81% | 加仓 |
 思科CSCO |
| 0.28% | 0.23% | $319.9万 | 2.7万股 | $211.3万 | 2.7万股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 0.28% | 0.23% | $316.2万 | 3.2万股 | $206.9万 | 3.0万股 | +1,682股+5.63% | 加仓 |
| FFASTENAL COMFAST |
| 0.27% | 0.33% | $310.6万 | 6.5万股 | $300.0万 | 6.5万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.24% | 0.29% | $279.8万 | 1.1万股 | $267.8万 | 1.2万股 | -1,192股-9.68% | 减仓 |
 VistraVST |
| 0.24% | 0.63% | $275.7万 | 1.7万股 | $577.1万 | 3.8万股 | -2.1万股-54.73% | 减仓 |
 林德LIN |
| 0.23% | 0.27% | $258.8万 | 4,988股 | $247.3万 | 4,988股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.22% | 0.23% | $253.6万 | 7,177股 | $205.9万 | 7,177股 | 00.00% | 持仓不变 |
