 亚马逊AMZN |
| 9.61% | 10.2% | $892.2万 | 3.7万股 | $769.8万 | 3.7万股 | +475股+1.29% | 加仓 |
 ShopifySHOP |
| 6.72% | 8.65% | $623.6万 | 5.5万股 | $652.9万 | 5.5万股 | -429股-0.78% | 减仓 |
 NEBIUSNBIS |
| 6.36% | 2.54% | $590.7万 | 2.1万股 | $192.0万 | 1.9万股 | +2,883股+15.58% | 加仓 |
 苹果AAPL |
| 5.7% | 3.16% | $529.2万 | 1.8万股 | $238.5万 | 9,399股 | +8,890股+94.58% | 加仓 |
| AAPPLOVINAPP |
| 4.44% | 4.22% | $412.0万 | 7,997股 | $318.4万 | 8,000股 | -3股-0.04% | 减仓 |
 礼来LLY |
| 4.22% | 1.89% | $392.0万 | 3,268股 | $142.6万 | 1,550股 | +1,718股+110.84% | 加仓 |
 艾伯维ABBV |
| 3.54% | 6% | $328.5万 | 1.3万股 | $452.5万 | 2.1万股 | -7,750股-37.25% | 减仓 |
 谷歌AGOOGL |
| 2.66% | 2.52% | $246.8万 | 6,905股 | $190.2万 | 6,615股 | +290股+4.38% | 加仓 |
 GE航空GE |
| 2.52% | 3.34% | $233.6万 | 6,250股 | $252.1万 | 8,885股 | -2,635股-29.66% | 减仓 |
 VisaV |
| 2.46% | 2.7% | $228.4万 | 6,657股 | $203.6万 | 6,738股 | -81股-1.20% | 减仓 |
 微软MSFT |
| 2.45% | 3.44% | $227.2万 | 6,091股 | $259.9万 | 7,022股 | -931股-13.26% | 减仓 |
 高盛GS |
| 2.43% | 1.78% | $225.7万 | 2,232股 | $134.7万 | 1,592股 | +640股+40.20% | 加仓 |
 摩根大通JPM |
| 2.26% | 2.53% | $210.2万 | 6,423股 | $190.7万 | 6,483股 | -60股-0.93% | 减仓 |
 CrowdStrikeCRWD |
| 2.09% | 1.31% | $194.5万 | 2,549股 | $98.5万 | 2,524股 | +25股+0.99% | 加仓 |
 英伟达NVDA |
| 2.03% | 3.99% | $188.5万 | 9,539股 | $301.1万 | 1.7万股 | -7,725股-44.75% | 减仓 |
 PIMCO·DYNAMIC INCOMEPDI |
| 1.99% | — | $184.9万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
 RobinhoodHOOD |
| 1.98% | 1.39% | $183.4万 | 1.7万股 | $105.3万 | 1.5万股 | +1,692股+11.14% | 加仓 |
 博通AVGO |
| 1.96% | 2.08% | $182.5万 | 4,940股 | $156.8万 | 5,065股 | -125股-2.47% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 1.71% | 1.32% | $158.4万 | 7,105股 | $99.8万 | 5,350股 | +1,755股+32.80% | 加仓 |
 帕兰提尔PLTR |
| 1.37% | — | $127.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| G高盛ETF信托GINC |
| 1.36% | 1.58% | $125.9万 | 2.3万股 | $119.0万 | 2.4万股 | -936股-3.94% | 减仓 |
| G高盛ETF信托GINC |
| 1.34% | 1.4% | $124.3万 | 2.1万股 | $105.7万 | 2.1万股 | +61股+0.29% | 加仓 |
 REDDIT CL ARDDT |
| 1.3% | 1.23% | $120.9万 | 6,111股 | $92.6万 | 6,876股 | -765股-11.13% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.23% | 1.38% | $113.8万 | 1.3万股 | $104.4万 | 1.3万股 | -193股-1.43% | 减仓 |
 Meta平台META |
| 1.04% | 1.49% | $96.2万 | 1,570股 | $112.2万 | 1,961股 | -391股-19.94% | 减仓 |
 TJXTJX |
| 0.98% | 1.3% | $91.2万 | 6,028股 | $97.9万 | 6,128股 | -100股-1.63% | 减仓 |
 第一资本COF |
| 0.91% | — | $84.1万 | 4,107股 | $0 | 0股 | +4,107股 | 新买入 |
 卡特彼勒CAT |
| 0.89% | 1.23% | $82.8万 | 835股 | $92.8万 | 1,310股 | -475股-36.26% | 减仓 |
 雅培ABT |
| 0.88% | 1.23% | $82.0万 | 8,900股 | $93.1万 | 9,070股 | -170股-1.87% | 减仓 |
 伊顿ETN |
| 0.81% | — | $75.2万 | 1,825股 | $0 | 0股 | +1,825股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.75% | 0.81% | $69.9万 | 937股 | $60.9万 | 937股 | 00.00% | 持仓不变 |
| AALPS ETF信托AMLP |
| 0.72% | 0.81% | $66.5万 | 1.3万股 | $61.2万 | 1.2万股 | +1,250股+10.75% | 加仓 |
 万事达MA |
| 0.69% | 0.77% | $64.3万 | 1,230股 | $58.0万 | 1,160股 | +70股+6.03% | 加仓 |
 星巴克SBUX |
| 0.63% | — | $58.7万 | 5,675股 | $0 | 0股 | +5,675股 | 新买入 |
| RRLJ LODGING TRU 7.8 PFDCONV SER A |
| 0.62% | — | $57.8万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| PPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHSPDO |
| 0.62% | — | $57.4万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 优步UBER |
| 0.61% | 0.86% | $56.2万 | 7,734股 | $64.8万 | 9,004股 | -1,270股-14.10% | 减仓 |
 杜克能源DUK |
| 0.6% | 0.6% | $55.8万 | 4,436股 | $45.1万 | 3,446股 | +990股+28.73% | 加仓 |
 迈威尔MRVL |
| 0.59% | — | $54.8万 | 2,015股 | $0 | 0股 | +2,015股 | 新买入 |
 BOOKING COMBKNG |
| 0.59% | 0.78% | $54.8万 | 3,000股 | $58.9万 | 140股 | +2,860股+2,042.86% | 加仓 |
 CRACKER BARREL OLD CTRYCBRL |
| 0.57% | — | $53.0万 | 9,621股 | $0 | 0股 | +9,621股 | 新买入 |
 康明斯CMI |
| 0.56% | 0.55% | $52.2万 | 765股 | $41.2万 | 765股 | 00.00% | 持仓不变 |
 EATON VANCE MUN INCOME TR SH BEN INTEVN |
| 0.54% | — | $50.2万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| SSPDR行业精选信托XLE |
| 0.53% | 1.01% | $49.6万 | 9,385股 | $76.2万 | 1.2万股 | -3,056股-24.56% | 减仓 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.53% | — | $48.8万 | 6,320股 | $0 | 0股 | +6,320股 | 新买入 |
 美光科技MU |
| 0.51% | 0.66% | $47.7万 | 462股 | $49.9万 | 1,477股 | -1,015股-68.72% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 0.48% | 0.44% | $44.8万 | 2,887股 | $33.0万 | 2,939股 | -52股-1.77% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.48% | — | $44.8万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 REALTY INCOME COMO |
| 0.44% | 0.54% | $40.8万 | 6,603股 | $40.9万 | 6,683股 | -80股-1.20% | 减仓 |
| GGlobal X基金QYLD |
| 0.44% | 0.5% | $40.5万 | 2.2万股 | $37.9万 | 2.2万股 | 00.00% | 持仓不变 |
