 英伟达NVDA |
| 6.74% | 7.08% | $982.4万 | 4.9万股 | $853.1万 | 4.9万股 | +181股+0.37% | 加仓 |
 苹果AAPL |
| 6.27% | 6.65% | $913.7万 | 3.2万股 | $801.9万 | 3.2万股 | -23股-0.07% | 减仓 |
 谷歌AGOOGL |
| 5.53% | 5.34% | $806.2万 | 2.3万股 | $644.2万 | 2.2万股 | +158股+0.71% | 加仓 |
 美光科技MU |
| 4.67% | 1.64% | $680.4万 | 5,894股 | $197.9万 | 5,857股 | +37股+0.63% | 加仓 |
| V先锋领航全球基金VGT |
| 4.37% | 3.86% | $636.2万 | 5.3万股 | $465.5万 | 6,672股 | +4.7万股+697.86% | 加仓 |
 微软MSFT |
| 3.09% | 3.62% | $451.0万 | 1.2万股 | $436.9万 | 1.2万股 | +288股+2.44% | 加仓 |
 亚马逊AMZN |
| 2.77% | 2.86% | $403.4万 | 1.7万股 | $344.7万 | 1.7万股 | +376股+2.27% | 加仓 |
 AMD超威AMD |
| 2.66% | 1.11% | $387.3万 | 6,667股 | $133.6万 | 6,565股 | +102股+1.55% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.62% | 2.71% | $381.3万 | 5,107股 | $326.7万 | 5,024股 | +83股+1.65% | 加仓 |
 Meta平台META |
| 2.42% | 2.91% | $352.8万 | 6,263股 | $350.8万 | 6,131股 | +132股+2.15% | 加仓 |
 博通AVGO |
| 2.42% | 2.38% | $352.4万 | 9,328股 | $287.0万 | 9,274股 | +54股+0.58% | 加仓 |
| S嘉信·USSCHX |
| 2.27% | 2.38% | $330.4万 | 11.2万股 | $286.6万 | 11.2万股 | +496股+0.44% | 加仓 |
 好市多COST |
| 1.91% | 2.46% | $278.1万 | 2,973股 | $296.8万 | 2,979股 | -6股-0.20% | 减仓 |
 VisaV |
| 1.8% | 1.94% | $262.4万 | 7,649股 | $234.3万 | 7,750股 | -101股-1.30% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.6% | 1.57% | $232.5万 | 6,581股 | $189.5万 | 6,606股 | -25股-0.38% | 减仓 |
 特斯拉TSLA |
| 1.57% | 1.6% | $228.4万 | 5,431股 | $193.3万 | 5,199股 | +232股+4.46% | 加仓 |
| S嘉信·USSCHA |
| 1.46% | 1.4% | $212.7万 | 5.9万股 | $169.0万 | 5.8万股 | +750股+1.29% | 加仓 |
 摩根大通JPM |
| 1.37% | 1.5% | $199.2万 | 6,086股 | $181.0万 | 6,152股 | -66股-1.07% | 减仓 |
| V先锋领航全球基金VCR |
| 1.33% | 1.45% | $193.3万 | 4,874股 | $174.9万 | 4,871股 | +3股+0.06% | 加仓 |
| V先锋领航全球基金VFH |
| 1.31% | 1.46% | $190.7万 | 1.4万股 | $176.0万 | 1.5万股 | -80股-0.55% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.21% | 1.31% | $175.9万 | 3.5万股 | $158.0万 | 3.1万股 | +3,572股+11.44% | 加仓 |
 沃尔玛WMT |
| 1.14% | 1.49% | $166.4万 | 1.5万股 | $179.9万 | 1.4万股 | +216股+1.49% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.14% | 0.97% | $165.6万 | 8,691股 | $117.4万 | 8,836股 | -145股-1.64% | 减仓 |
 应用材料AMAT |
| 1.14% | 0.59% | $165.4万 | 2,288股 | $71.6万 | 2,094股 | +194股+9.26% | 加仓 |
 PALO ALTOPANW |
| 1.06% | 0.58% | $154.9万 | 4,541股 | $70.5万 | 4,397股 | +144股+3.27% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.99% | 1.16% | $144.1万 | 3.1万股 | $139.9万 | 3.0万股 | +1,001股+3.37% | 加仓 |
| S嘉信策略信托SCHM |
| 0.94% | 0.93% | $136.6万 | 3.7万股 | $111.7万 | 3.6万股 | +979股+2.71% | 加仓 |
| IiShares安硕信托IVV |
| 0.93% | 0.98% | $134.9万 | 1,801股 | $117.6万 | 1,801股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 0.81% | 0.63% | $117.7万 | 1,039股 | $76.0万 | 1,043股 | -4股-0.38% | 减仓 |
 安费诺APH |
| 0.79% | 0.69% | $114.4万 | 6,489股 | $83.3万 | 6,590股 | -101股-1.53% | 减仓 |
 CrowdStrikeCRWD |
| 0.76% | 0.45% | $110.5万 | 1,448股 | $54.8万 | 1,404股 | +44股+3.13% | 加仓 |
 DANAHER DEL COMDHR |
| 0.75% | 0.91% | $108.6万 | 5,699股 | $109.6万 | 5,779股 | -80股-1.38% | 减仓 |
 礼来LLY |
| 0.74% | 0.67% | $108.5万 | 905股 | $80.7万 | 877股 | +28股+3.19% | 加仓 |
| C花旗集团C |
| 0.73% | 0.71% | $105.7万 | 7,551股 | $85.5万 | 7,542股 | +9股+0.12% | 加仓 |
 家得宝HD |
| 0.72% | 0.81% | $105.3万 | 2,985股 | $97.7万 | 2,972股 | +13股+0.44% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.71% | 0.79% | $102.9万 | 3,441股 | $94.7万 | 3,479股 | -38股-1.09% | 减仓 |
 贝莱德·INC COMBLK |
| 0.67% | 0.82% | $98.3万 | 1,022股 | $99.1万 | 1,031股 | -9股-0.87% | 减仓 |
 强生JNJ |
| 0.67% | 0.75% | $97.2万 | 3,827股 | $90.9万 | 3,720股 | +107股+2.88% | 加仓 |
 第一资本COF |
| 0.63% | 0.69% | $92.3万 | 4,602股 | $82.8万 | 4,541股 | +61股+1.34% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.62% | 0.88% | $91.0万 | 1.7万股 | $105.8万 | 1.7万股 | -144股-0.83% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.62% | 0.78% | $90.8万 | 8,480股 | $94.0万 | 8,484股 | -4股-0.05% | 减仓 |
 NETFLIXNFLX |
| 0.59% | 0.97% | $86.6万 | 1.2万股 | $116.4万 | 1.2万股 | +29股+0.24% | 加仓 |
 AVANTIS INTLNGG |
| 0.57% | 0.61% | $82.8万 | 9,284股 | $74.1万 | 8,738股 | +546股+6.25% | 加仓 |
| T赛默飞世尔TMO |
| 0.55% | 0.69% | $80.1万 | 1,598股 | $83.3万 | 1,694股 | -96股-5.67% | 减仓 |
 BOOKING COMBKNG |
| 0.54% | 0.62% | $78.8万 | 4,423股 | $74.2万 | 176股 | +4,247股+2,413.07% | 加仓 |
| Q高通QCOM |
| 0.53% | 0.45% | $77.5万 | 4,194股 | $54.0万 | 4,194股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCS |
| 0.52% | 0.62% | $76.1万 | 3.7万股 | $74.4万 | 3.6万股 | +965股+2.65% | 加仓 |
 雷神技术RTX |
| 0.51% | 0.64% | $75.0万 | 3,954股 | $76.8万 | 3,982股 | -28股-0.70% | 减仓 |
| I景顺自营指数基金BSCR |
| 0.5% | 0.59% | $72.8万 | 3.7万股 | $71.0万 | 3.6万股 | +919股+2.54% | 加仓 |
| S道富XLI |
| 0.49% | 0.51% | $70.7万 | 3,819股 | $61.8万 | 3,819股 | 00.00% | 持仓不变 |
