 英伟达NVDA |
| 5.02% | 5.52% | $597.8万 | 3.0万股 | $576.3万 | 3.1万股 | -1,021股-3.30% | 减仓 |
 苹果AAPL |
| 4.8% | 5.21% | $572.2万 | 2.0万股 | $543.1万 | 2.0万股 | -201股-1.01% | 减仓 |
 泛林集团LRCX |
| 4.03% | 1.65% | $480.4万 | 1.1万股 | $172.5万 | 1.0万股 | +1,010股+10.02% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.85% | 4.81% | $458.1万 | 9,155股 | $501.7万 | 9,982股 | -827股-8.28% | 减仓 |
 高盛GS |
| 3.57% | 3.49% | $424.9万 | 4,201股 | $364.3万 | 4,144股 | +57股+1.38% | 加仓 |
 帕兰提尔PLTR |
| 2.99% | 6.07% | $356.5万 | 3.1万股 | $632.9万 | 3.6万股 | -5,054股-14.19% | 减仓 |
 摩根大通JPM |
| 2.67% | 3.01% | $318.2万 | 9,720股 | $314.1万 | 9,749股 | -29股-0.30% | 减仓 |
| FFACTSET RESH SYSFDS |
| 2.65% | 3.82% | $315.9万 | 1.4万股 | $398.4万 | 1.4万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 2.43% | 1.51% | $289.7万 | 8,652股 | $157.4万 | 9,718股 | -1,066股-10.97% | 减仓 |
 QUANTA SVCSPWR |
| 2.42% | 1.76% | $288.4万 | 4,006股 | $183.8万 | 4,356股 | -350股-8.03% | 减仓 |
 微软MSFT |
| 2.28% | 3.3% | $271.0万 | 7,266股 | $344.8万 | 7,129股 | +137股+1.92% | 加仓 |
 AMD超威AMD |
| 2.05% | 1.19% | $244.2万 | 4,204股 | $124.2万 | 5,801股 | -1,597股-27.53% | 减仓 |
| CCOMFORT SYS USAFIX |
| 1.89% | 1.24% | $224.6万 | 1,133股 | $129.3万 | 1,385股 | -252股-18.19% | 减仓 |
 礼来LLY |
| 1.85% | 1.89% | $220.2万 | 1,836股 | $196.7万 | 1,830股 | +6股+0.33% | 加仓 |
 伊顿ETN |
| 1.72% | 1.44% | $205.0万 | 4,812股 | $149.7万 | 4,700股 | +112股+2.38% | 加仓 |
 Bloom EnergyBE |
| 1.7% | 0.69% | $202.1万 | 6,675股 | $72.0万 | 8,292股 | -1,617股-19.50% | 减仓 |
 道富·CORP COMSTT |
| 1.65% | 0.23% | $196.0万 | 1.2万股 | $24.1万 | 1,870股 | +9,684股+517.86% | 加仓 |
| AARGANAGX |
| 1.56% | 0.79% | $186.2万 | 2,331股 | $82.6万 | 2,636股 | -305股-11.57% | 减仓 |
 PALO ALTOPANW |
| 1.52% | 0.95% | $181.2万 | 5,314股 | $98.9万 | 5,371股 | -57股-1.06% | 减仓 |
| DDEUTSCHE BK |
| 1.46% | 1.88% | $173.8万 | 5.1万股 | $196.4万 | 5.1万股 | +543股+1.07% | 加仓 |
| AAPPLIED DIGITALAPLD |
| 1.41% | 1.27% | $167.7万 | 4.5万股 | $132.5万 | 5.4万股 | -9,075股-16.79% | 减仓 |
 亚马逊AMZN |
| 1.4% | 1.48% | $166.2万 | 6,973股 | $154.8万 | 6,707股 | +266股+3.97% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.36% | 2.13% | $161.8万 | 2,167股 | $221.7万 | 3,252股 | -1,085股-33.36% | 减仓 |
 NEBIUSNBIS |
| 1.35% | — | $161.2万 | 5,838股 | $0 | 0股 | +5,838股 | 新买入 |
 W.R.伯克利WRB |
| 1.34% | 1.49% | $159.5万 | 2.3万股 | $155.7万 | 2.2万股 | +413股+1.86% | 加仓 |
 柯蒂斯怀特CW |
| 1.18% | — | $141.0万 | 1,861股 | $0 | 0股 | +1,861股 | 新买入 |
 天弘CLS |
| 1.13% | 1.24% | $134.0万 | 3,674股 | $129.1万 | 4,367股 | -693股-15.87% | 减仓 |
 美国运通AXP |
| 1.1% | 1.34% | $131.3万 | 3,883股 | $139.9万 | 3,780股 | +103股+2.72% | 加仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 1.1% | — | $130.5万 | 8,807股 | $0 | 0股 | +8,807股 | 新买入 |
 万事达MA |
| 1.07% | 1.36% | $128.0万 | 2,493股 | $142.2万 | 2,491股 | +2股+0.08% | 加仓 |
| V先锋领航·MIDVO |
| 1% | 1.02% | $119.2万 | 1.5万股 | $106.5万 | 3,669股 | +1.1万股+303.30% | 加仓 |
| FFTAI AVIATIONFTAI |
| 0.97% | 0.96% | $116.0万 | 4,289股 | $100.2万 | 5,090股 | -801股-15.74% | 减仓 |
 GE航空GE |
| 0.92% | 0.89% | $109.4万 | 2,927股 | $92.9万 | 3,015股 | -88股-2.92% | 减仓 |
 科磊KLAC |
| 0.88% | 0.41% | $104.8万 | 3,475股 | $42.6万 | 351股 | +3,124股+890.03% | 加仓 |
 AFFILIATED MANAGERSAMG |
| 0.86% | — | $102.4万 | 3,027股 | $0 | 0股 | +3,027股 | 新买入 |
 康宁GLW |
| 0.84% | — | $100.5万 | 3,933股 | $0 | 0股 | +3,933股 | 新买入 |
| VVIASATVSAT |
| 0.84% | — | $99.6万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| TTERADYNETER |
| 0.82% | — | $97.9万 | 2,023股 | $0 | 0股 | +2,023股 | 新买入 |
 新思科技SNPS |
| 0.75% | 0.87% | $89.3万 | 2,003股 | $90.3万 | 1,923股 | +80股+4.16% | 加仓 |
 博通AVGO |
| 0.74% | 0.75% | $88.3万 | 2,336股 | $78.6万 | 2,271股 | +65股+2.86% | 加仓 |
 GE VernovaGEV |
| 0.74% | 0.47% | $88.0万 | 749股 | $49.0万 | 749股 | 00.00% | 持仓不变 |
 CHUBB LIMITEDCB |
| 0.72% | 0.62% | $85.5万 | 2,508股 | $64.5万 | 2,067股 | +441股+21.34% | 加仓 |
 谷歌AGOOGL |
| 0.7% | 0.68% | $82.8万 | 2,318股 | $70.7万 | 2,260股 | +58股+2.57% | 加仓 |
| V先锋领航指数基金VOO |
| 0.68% | 1.35% | $81.5万 | 1,107股 | $140.6万 | 2,289股 | -1,182股-51.64% | 减仓 |
 好市多COST |
| 0.66% | 0.72% | $78.9万 | 843股 | $74.9万 | 869股 | -26股-2.99% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.65% | 0.46% | $77.0万 | 2,958股 | $48.2万 | 2,959股 | -1股-0.03% | 减仓 |
| PPLEXUSPLXS |
| 0.65% | — | $76.9万 | 2,556股 | $0 | 0股 | +2,556股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.64% | 0.65% | $75.8万 | 2,146股 | $68.0万 | 2,168股 | -22股-1.01% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.62% | — | $73.8万 | 1,711股 | $0 | 0股 | +1,711股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.59% | 0.47% | $70.7万 | 8,119股 | $49.5万 | 7,703股 | +416股+5.40% | 加仓 |
