 英伟达NVDA |
| 9.41% | 10.36% | $1,233.1万 | 6.2万股 | $1,122.8万 | 6.4万股 | -2,749股-4.27% | 减仓 |
 苹果AAPL |
| 7.55% | 8.46% | $990.0万 | 3.4万股 | $916.7万 | 3.6万股 | -1,907股-5.28% | 减仓 |
 微软MSFT |
| 5.06% | 6.28% | $662.7万 | 1.8万股 | $680.7万 | 1.8万股 | -625股-3.40% | 减仓 |
 亚马逊AMZN |
| 4.09% | 4.4% | $535.9万 | 2.2万股 | $476.5万 | 2.3万股 | -396股-1.73% | 减仓 |
| IiShares安硕信托STIP |
| 3.68% | 3.83% | $481.7万 | 4.7万股 | $415.4万 | 4.0万股 | +6,980股+17.38% | 加仓 |
 谷歌AGOOGL |
| 3.51% | 3.56% | $460.3万 | 1.3万股 | $385.6万 | 1.3万股 | -529股-3.95% | 减仓 |
 博通AVGO |
| 3.23% | 3.46% | $423.7万 | 1.1万股 | $375.0万 | 1.2万股 | -899股-7.42% | 减仓 |
 美光科技MU |
| 3.15% | 0.93% | $413.2万 | 3,580股 | $101.0万 | 2,989股 | +591股+19.77% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.98% | 2.99% | $391.1万 | 1.1万股 | $323.9万 | 1.1万股 | -221股-1.96% | 减仓 |
 AMD超威AMD |
| 2.97% | 1.22% | $388.9万 | 6,694股 | $132.4万 | 6,510股 | +184股+2.83% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 2.91% | 2.99% | $381.7万 | 4.3万股 | $323.7万 | 8,809股 | +3.5万股+392.85% | 加仓 |
| IiShares安硕信托IGIB |
| 2.87% | 2.7% | $376.5万 | 7.1万股 | $292.9万 | 5.5万股 | +1.6万股+28.63% | 加仓 |
 特斯拉TSLA |
| 2.58% | 2.74% | $338.2万 | 8,041股 | $297.3万 | 7,996股 | +45股+0.56% | 加仓 |
 Meta平台META |
| 2.36% | 2.94% | $309.6万 | 5,497股 | $318.7万 | 5,571股 | -74股-1.33% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 2.04% | 2.76% | $266.9万 | 8.9万股 | $299.1万 | 9.9万股 | -1.1万股-10.57% | 减仓 |
 泛林集团LRCX |
| 1.62% | 0.93% | $212.4万 | 4,899股 | $100.9万 | 4,716股 | +183股+3.88% | 加仓 |
 英特尔INTC |
| 1.59% | 0.49% | $208.2万 | 1.5万股 | $52.9万 | 1.2万股 | +2,919股+24.35% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.31% | 1.11% | $172.0万 | 9,029股 | $120.1万 | 9,035股 | -6股-0.07% | 减仓 |
 应用材料AMAT |
| 1.29% | 0.67% | $169.4万 | 2,343股 | $72.3万 | 2,114股 | +229股+10.83% | 加仓 |
 沃尔玛WMT |
| 1.28% | 1.3% | $168.2万 | 1.5万股 | $140.8万 | 1.1万股 | +3,545股+31.34% | 加仓 |
 思科CSCO |
| 1.24% | 0.91% | $162.6万 | 1.4万股 | $98.1万 | 1.3万股 | +1,201股+9.50% | 加仓 |
 好市多COST |
| 1.16% | 1.43% | $152.6万 | 1,631股 | $155.0万 | 1,556股 | +75股+4.82% | 加仓 |
 科磊KLAC |
| 1.1% | 0.63% | $143.5万 | 4,757股 | $68.8万 | 467股 | +4,290股+918.63% | 加仓 |
 礼来LLY |
| 1% | 1.23% | $131.6万 | 1,097股 | $133.2万 | 1,448股 | -351股-24.24% | 减仓 |
| F第一信托·USTQTEC |
| 0.96% | 0.75% | $125.6万 | 3,753股 | $81.1万 | 3,753股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.96% | 1.15% | $125.3万 | 6,603股 | $124.9万 | 6,475股 | +128股+1.98% | 加仓 |
| V先锋领航指数基金VOO |
| 0.95% | 1.01% | $124.6万 | 1,814股 | $108.9万 | 1,823股 | -9股-0.49% | 减仓 |
 NETFLIXNFLX |
| 0.87% | 1.45% | $114.7万 | 1.6万股 | $157.3万 | 1.6万股 | -299股-1.83% | 减仓 |
| V先锋领航全球基金VIS |
| 0.79% | 0.83% | $103.9万 | 2,882股 | $90.0万 | 2,882股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.79% | 0.82% | $103.4万 | 3.1万股 | $88.9万 | 3.1万股 | +29股+0.10% | 加仓 |
 帕兰提尔PLTR |
| 0.78% | 1.13% | $102.1万 | 8,754股 | $122.7万 | 8,387股 | +367股+4.38% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.73% | 0.8% | $95.1万 | 1,274股 | $86.5万 | 1,330股 | -56股-4.21% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.69% | 0.75% | $91.0万 | 1,742股 | $80.9万 | 1,742股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.69% | 0.36% | $90.7万 | 2,660股 | $38.9万 | 2,425股 | +235股+9.69% | 加仓 |
 摩根大通JPM |
| 0.67% | 0.68% | $88.1万 | 2,692股 | $73.6万 | 2,503股 | +189股+7.55% | 加仓 |
 VisaV |
| 0.67% | 0.94% | $87.7万 | 2,557股 | $101.8万 | 3,369股 | -812股-24.10% | 减仓 |
 林德LIN |
| 0.6% | 0.67% | $79.0万 | 1,522股 | $72.6万 | 1,465股 | +57股+3.89% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.58% | 0.57% | $75.7万 | 1,513股 | $62.2万 | 1,299股 | +214股+16.47% | 加仓 |
 德州仪器TXN |
| 0.57% | 0.36% | $75.1万 | 2,518股 | $38.6万 | 1,988股 | +530股+26.66% | 加仓 |
 卡特彼勒CAT |
| 0.57% | 0.44% | $74.8万 | 702股 | $47.2万 | 666股 | +36股+5.41% | 加仓 |
 CrowdStrikeCRWD |
| 0.48% | 0.28% | $62.8万 | 823股 | $30.1万 | 770股 | +53股+6.88% | 加仓 |
| G通用动力VTI |
| 0.47% | 0.49% | $61.1万 | 1,650股 | $52.9万 | 1,650股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.47% | 0.78% | $61.0万 | 1,188股 | $84.3万 | 1,687股 | -499股-29.58% | 减仓 |
 AMGEN COMAMGN |
| 0.46% | 0.45% | $60.6万 | 1,673股 | $49.0万 | 1,393股 | +280股+20.10% | 加仓 |
 GE航空GE |
| 0.46% | 0.55% | $59.7万 | 1,597股 | $59.3万 | 2,088股 | -491股-23.52% | 减仓 |
| V先锋领航全球基金MGV |
| 0.45% | 0.49% | $59.5万 | 3,641股 | $52.8万 | 3,641股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.43% | — | $56.6万 | 1,901股 | $0 | 0股 | +1,901股 | 新买入 |
 高盛GS |
| 0.43% | 0.42% | $56.3万 | 557股 | $45.0万 | 532股 | +25股+4.70% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.42% | 0.47% | $55.4万 | 1.0万股 | $51.0万 | 1.0万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.42% | 0.27% | $54.6万 | 2,954股 | $29.5万 | 2,292股 | +662股+28.88% | 加仓 |
