 英伟达NVDA |
| 32.46% | — | $3,729.1万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
 苹果AAPL |
| 18.16% | 25.64% | $2,086.8万 | 7.2万股 | $1,844.2万 | 7.3万股 | -550股-0.76% | 减仓 |
 艾伯维ABBV |
| 8.68% | 11.99% | $997.6万 | 4.0万股 | $862.2万 | 4.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.66% | 6.6% | $535.2万 | 2.2万股 | $475.0万 | 2.3万股 | -350股-1.53% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.63% | 6% | $531.9万 | 1.5万股 | $431.2万 | 1.5万股 | -110股-0.73% | 减仓 |
 VisaV |
| 3.39% | 4.66% | $389.4万 | 1.1万股 | $335.0万 | 1.1万股 | +265股+2.39% | 加仓 |
 台积电TSM |
| 2.86% | 3.07% | $328.9万 | 6,887股 | $220.7万 | 6,532股 | +355股+5.43% | 加仓 |
 好市多COST |
| 2.76% | 4.95% | $317.1万 | 3,390股 | $356.2万 | 3,575股 | -185股-5.17% | 减仓 |
 摩根大通JPM |
| 2.51% | 3.46% | $288.1万 | 8,800股 | $248.6万 | 8,450股 | +350股+4.14% | 加仓 |
 NETFLIXNFLX |
| 2.29% | 5.14% | $262.6万 | 3.7万股 | $369.8万 | 3.8万股 | -1,675股-4.36% | 减仓 |
 微软MSFT |
| 2.15% | 3.57% | $246.6万 | 6,610股 | $256.7万 | 6,935股 | -325股-4.69% | 减仓 |
 Meta平台META |
| 2.04% | 3.37% | $233.9万 | 4,152股 | $242.4万 | 4,237股 | -85股-2.01% | 减仓 |
| IiShares安硕信托TLT |
| 1.97% | 2.99% | $226.4万 | 2.6万股 | $215.2万 | 2.5万股 | +1,375股+5.54% | 加仓 |
| IiShares安硕信托EEM |
| 1.74% | 3.61% | $199.6万 | 2.9万股 | $259.4万 | 2.4万股 | +5,550股+23.32% | 加仓 |
 帕兰提尔PLTR |
| 1.6% | 3.22% | $183.5万 | 1.6万股 | $231.5万 | 1.6万股 | -100股-0.63% | 减仓 |
 甲骨文ORCL |
| 1.34% | 2.33% | $154.1万 | 1.1万股 | $167.6万 | 1.1万股 | -875股-7.68% | 减仓 |
 特斯拉TSLA |
| 1.2% | 1.69% | $138.0万 | 3,280股 | $121.2万 | 3,260股 | +20股+0.61% | 加仓 |
| IISHARES U.S. ENERGY ETFIYE |
| 0.93% | 3.05% | $107.3万 | 1.9万股 | $219.5万 | 1.9万股 | +310股+1.67% | 加仓 |
| TTEMPUS AITEM |
| 0.87% | <0.01% | $100.0万 | 1.7万股 | $846 | 1.9万股 | -1,450股-7.75% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.75% | 1.77% | $86.2万 | 2.0万股 | $127.5万 | 2.0万股 | -125股-0.62% | 减仓 |
 摩根士丹利MS |
| 0.61% | 0.77% | $70.6万 | 3,375股 | $55.1万 | 3,350股 | +25股+0.75% | 加仓 |
 CATHAY GEN BANCORPCATY |
| 0.44% | — | $50.8万 | 8,200股 | $0 | 0股 | +8,200股 | 新买入 |
| RRAMBUS DELRMBS |
| 0.4% | 0.6% | $46.5万 | 3,500股 | $43.0万 | 5,000股 | -1,500股-30.00% | 减仓 |
| BBANK OF AMERBAC |
| 0.4% | 0.59% | $46.3万 | 8,133股 | $42.1万 | 8,633股 | -500股-5.79% | 减仓 |
| G通用动力VTI |
| 0.34% | — | $39.2万 | 1,060股 | $0 | 0股 | +1,060股 | 新买入 |
 洛克希德马丁LMT |
| 0.3% | 0.58% | $34.4万 | 675股 | $41.4万 | 685股 | -10股-1.46% | 减仓 |
| IiShares安硕信托ICSH |
| 0.26% | — | $30.3万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
 应用材料AMAT |
| 0.25% | — | $28.9万 | 400股 | $0 | 0股 | +400股 | 新买入 |
