 苹果AAPL |
| 18.86% | 21.12% | $3,491.8万 | 12.1万股 | $3,042.7万 | 12.0万股 | +665股+0.55% | 加仓 |
 英伟达NVDA |
| 18.85% | 21.08% | $3,489.6万 | 17.4万股 | $3,036.9万 | 17.4万股 | +272股+0.16% | 加仓 |
 博通AVGO |
| 15.74% | 16.44% | $2,913.1万 | 7.7万股 | $2,368.0万 | 7.7万股 | +602股+0.79% | 加仓 |
 谷歌AGOOGL |
| 6.65% | 6.76% | $1,231.0万 | 3.4万股 | $973.5万 | 3.4万股 | +595股+1.76% | 加仓 |
 AMD超威AMD |
| 5.75% | 2.98% | $1,064.2万 | 1.8万股 | $428.6万 | 2.1万股 | -2,750股-13.05% | 减仓 |
| AASTERA LABSALAB |
| 4% | 1.64% | $740.7万 | 1.5万股 | $236.7万 | 2.2万股 | -6,265股-29.00% | 减仓 |
 亚马逊AMZN |
| 3.52% | 3.93% | $652.4万 | 2.7万股 | $566.8万 | 2.7万股 | +160股+0.59% | 加仓 |
| AAPPLOVINAPP |
| 3.44% | 3.11% | $636.0万 | 1.2万股 | $448.6万 | 1.1万股 | +1,072股+9.51% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.63% | 3.12% | $487.1万 | 8.6万股 | $449.7万 | 7.9万股 | +6,900股+8.70% | 加仓 |
 GE VernovaGEV |
| 2.3% | 0.21% | $425.3万 | 3,620股 | $30.6万 | 350股 | +3,270股+934.29% | 加仓 |
 微软MSFT |
| 2.16% | 2.66% | $399.5万 | 1.1万股 | $382.8万 | 1.0万股 | +368股+3.56% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.02% | 2.35% | $374.2万 | 5,011股 | $338.8万 | 5,209股 | -198股-3.80% | 减仓 |
 CrowdStrikeCRWD |
| 1.99% | 1.12% | $368.6万 | 4,830股 | $161.0万 | 4,125股 | +705股+17.09% | 加仓 |
 美光科技MU |
| 1.74% | 0.15% | $323.0万 | 2,798股 | $21.5万 | 637股 | +2,161股+339.25% | 加仓 |
| RRHRH |
| 1.57% | 1.59% | $289.8万 | 1.8万股 | $229.3万 | 1.6万股 | +1,195股+7.29% | 加仓 |
 Meta平台META |
| 1.41% | 1.7% | $261.9万 | 4,650股 | $245.4万 | 4,290股 | +360股+8.39% | 加仓 |
 超微电脑SMCI |
| 0.98% | 1.02% | $180.7万 | 6.2万股 | $146.8万 | 6.5万股 | -3,150股-4.86% | 减仓 |
 NETFLIXNFLX |
| 0.8% | 1.04% | $148.7万 | 2.1万股 | $150.1万 | 1.6万股 | +5,210股+33.38% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.59% | 0.53% | $109.0万 | 5,719股 | $76.0万 | 5,717股 | +2股+0.03% | 加仓 |
 Bloom EnergyBE |
| 0.57% | — | $104.9万 | 3,467股 | $0 | 0股 | +3,467股 | 新买入 |
 特斯拉TSLA |
| 0.52% | 0.6% | $97.2万 | 2,310股 | $85.9万 | 2,310股 | 00.00% | 持仓不变 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.47% | — | $87.4万 | 3,215股 | $0 | 0股 | +3,215股 | 新买入 |
 台积电TSM |
| 0.42% | 0.3% | $77.0万 | 1,613股 | $43.0万 | 1,273股 | +340股+26.71% | 加仓 |
 天弘CLS |
| 0.39% | 0.26% | $72.4万 | 1,985股 | $38.0万 | 1,350股 | +635股+47.04% | 加仓 |
| V先锋领航指数基金VUG |
| 0.33% | 0.42% | $60.6万 | 7,032股 | $60.2万 | 1,377股 | +5,655股+410.68% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.3% | — | $56.2万 | 9,150股 | $0 | 0股 | +9,150股 | 新买入 |
 礼来LLY |
| 0.29% | — | $53.0万 | 442股 | $0 | 0股 | +442股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 0.28% | 2.82% | $51.8万 | 305股 | $405.8万 | 2,347股 | -2,042股-87.00% | 减仓 |
| NNOVANVMI |
| 0.27% | 0.32% | $49.1万 | 905股 | $46.7万 | 1,075股 | -170股-15.81% | 减仓 |
 REDDIT CL ARDDT |
| 0.24% | 0.51% | $44.8万 | 2,580股 | $73.8万 | 5,480股 | -2,900股-52.92% | 减仓 |
 摩根大通JPM |
| 0.2% | 0.19% | $36.7万 | 1,122股 | $27.6万 | 937股 | +185股+19.74% | 加仓 |
 辉瑞PFE |
| 0.18% | 0.95% | $32.7万 | 1.4万股 | $136.1万 | 4.8万股 | -3.5万股-71.99% | 减仓 |
| SSpaceXSPCX |
| 0.16% | — | $29.9万 | 1,750股 | $0 | 0股 | +1,750股 | 新买入 |
 高盛GS |
| 0.15% | — | $28.5万 | 282股 | $0 | 0股 | +282股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.13% | — | $24.0万 | 679股 | $0 | 0股 | +679股 | 新买入 |
| IiShares安硕信托SGOV |
| 0.11% | 0.17% | $20.1万 | 2,000股 | $24.2万 | 2,400股 | -400股-16.67% | 减仓 |
