 AXOS FINANCIALAX |
| 12.47% | 14.49% | $3,470.7万 | 35.6万股 | $3,137.4万 | 36.9万股 | -1.2万股-3.35% | 减仓 |
 美光科技MU |
| 6.1% | 2.6% | $1,697.4万 | 1.5万股 | $563.9万 | 1.7万股 | -1,987股-11.90% | 减仓 |
 英伟达NVDA |
| 5.45% | 5.21% | $1,515.1万 | 7.6万股 | $1,128.0万 | 6.5万股 | +1.1万股+17.07% | 加仓 |
 谷歌AGOOGL |
| 4.11% | 4.28% | $1,142.7万 | 3.2万股 | $926.1万 | 3.2万股 | -233股-0.72% | 减仓 |
 台积电TSM |
| 4.09% | 3.75% | $1,138.0万 | 2.4万股 | $811.4万 | 2.4万股 | -181股-0.75% | 减仓 |
 博通AVGO |
| 4.05% | 4.29% | $1,127.2万 | 3.0万股 | $929.3万 | 3.0万股 | -185股-0.62% | 减仓 |
 苹果AAPL |
| 3.18% | 3.61% | $884.1万 | 3.1万股 | $782.4万 | 3.1万股 | -274股-0.89% | 减仓 |
 IRADIMEDIRMD |
| 2.8% | 2.67% | $780.2万 | 8.2万股 | $577.9万 | 6.0万股 | +2.2万股+35.98% | 加仓 |
 亚马逊AMZN |
| 2.75% | 2.28% | $763.8万 | 3.2万股 | $494.5万 | 2.4万股 | +8,306股+34.98% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 2.25% | 2.27% | $625.1万 | 4.0万股 | $491.3万 | 3.8万股 | +1,037股+2.70% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.99% | 1.37% | $554.1万 | 6.1万股 | $296.5万 | 4.6万股 | +1.5万股+32.38% | 加仓 |
 礼来LLY |
| 1.8% | 0.85% | $500.8万 | 4,175股 | $184.0万 | 2,000股 | +2,175股+108.75% | 加仓 |
 泛林集团LRCX |
| 1.77% | 0.2% | $492.3万 | 1.1万股 | $44.3万 | 2,073股 | +9,288股+448.05% | 加仓 |
 Arista网络ANET |
| 1.75% | 1.63% | $485.6万 | 2.9万股 | $353.6万 | 2.9万股 | -215股-0.75% | 减仓 |
 应用材料AMAT |
| 1.73% | 0.44% | $480.2万 | 6,642股 | $94.9万 | 2,777股 | +3,865股+139.18% | 加仓 |
 微软MSFT |
| 1.69% | 3.07% | $471.0万 | 1.3万股 | $664.8万 | 1.8万股 | -5,332股-29.69% | 减仓 |
 VertivVRT |
| 1.67% | 1.62% | $465.2万 | 1.4万股 | $350.7万 | 1.4万股 | -99股-0.71% | 减仓 |
| CCOMFORT SYS USAFIX |
| 1.62% | 1.46% | $450.1万 | 2,271股 | $316.5万 | 2,295股 | -24股-1.05% | 减仓 |
 WINTRUST FINLWTFC |
| 1.55% | 1.74% | $432.2万 | 2.7万股 | $376.2万 | 2.7万股 | -185股-0.68% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.35% | 1% | $377.0万 | 7.1万股 | $216.6万 | 3.5万股 | +3.6万股+100.70% | 加仓 |
 高盛GS |
| 1.32% | 1.42% | $366.1万 | 3,620股 | $308.2万 | 3,643股 | -23股-0.63% | 减仓 |
 伊顿ETN |
| 1.31% | 1.43% | $365.8万 | 8,584股 | $309.2万 | 8,646股 | -62股-0.72% | 减仓 |
 飞塔FTNT |
| 1.29% | 0.89% | $360.1万 | 2.3万股 | $192.9万 | 2.4万股 | -160股-0.68% | 减仓 |
 摩根士丹利MS |
| 1.25% | 1.28% | $348.7万 | 1.7万股 | $276.6万 | 1.7万股 | -122股-0.73% | 减仓 |
 CASEYS GEN STORESCASY |
| 1.19% | 2.46% | $330.7万 | 4,161股 | $532.5万 | 7,316股 | -3,155股-43.12% | 减仓 |
| SSPDR行业精选信托XLU |
| 1.13% | 1.49% | $315.2万 | 7.0万股 | $321.6万 | 7.0万股 | -570股-0.81% | 减仓 |
 希捷STX |
| 1.11% | — | $308.7万 | 3,199股 | $0 | 0股 | +3,199股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 1.03% | 1.18% | $287.5万 | 3.4万股 | $256.2万 | 3.4万股 | +220股+0.64% | 加仓 |
 WESCO INTLWCC |
| 1.03% | 1.05% | $285.5万 | 8,265股 | $227.8万 | 8,324股 | -59股-0.71% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 1.02% | 0.42% | $284.6万 | 2,059股 | $90.0万 | 823股 | +1,236股+150.18% | 加仓 |
 摩根大通JPM |
| 1.02% | 1.18% | $282.5万 | 8,630股 | $256.3万 | 8,712股 | -82股-0.94% | 减仓 |
 GE航空GE |
| 0.97% | 0.82% | $270.1万 | 7,228股 | $177.6万 | 6,260股 | +968股+15.46% | 加仓 |
 纽柯钢铁NUE |
| 0.94% | 0.92% | $261.7万 | 1.2万股 | $200.1万 | 1.2万股 | -86股-0.73% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.92% | 1.07% | $254.9万 | 4.3万股 | $231.2万 | 4.3万股 | -69股-0.16% | 减仓 |
 Meta平台META |
| 0.88% | 1.16% | $246.2万 | 4,371股 | $251.9万 | 4,403股 | -32股-0.73% | 减仓 |
 REDDIT CL ARDDT |
| 0.87% | — | $243.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| EESCO TECHNOLOGIESESE |
| 0.86% | 0.89% | $240.3万 | 6,864股 | $193.1万 | 6,864股 | 00.00% | 持仓不变 |
| NNextPowerNXT |
| 0.84% | 0.99% | $233.6万 | 2.0万股 | $214.8万 | 1.8万股 | +1,788股+10.03% | 加仓 |
 GE VernovaGEV |
| 0.83% | — | $229.6万 | 1,954股 | $0 | 0股 | +1,954股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.8% | 0.89% | $221.3万 | 2,964股 | $192.8万 | 2,965股 | -1股-0.03% | 减仓 |
 阿斯麦ASML |
| 0.79% | 0.2% | $218.8万 | 1,100股 | $43.5万 | 380股 | +720股+189.47% | 加仓 |
 优步UBER |
| 0.79% | 1.01% | $218.7万 | 3.0万股 | $219.1万 | 3.0万股 | -156股-0.51% | 减仓 |
| S道富SPYM |
| 0.78% | 0.84% | $217.6万 | 2.5万股 | $181.9万 | 2.4万股 | +995股+4.19% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.77% | 0.48% | $214.0万 | 2,550股 | $103.9万 | 2,550股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.74% | — | $206.1万 | 3,548股 | $0 | 0股 | +3,548股 | 新买入 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.72% | 0.94% | $200.0万 | 2.2万股 | $203.7万 | 2.2万股 | -348股-1.58% | 减仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.7% | 0.84% | $194.2万 | 1.8万股 | $181.8万 | 1.7万股 | +1,332股+7.91% | 加仓 |
 TJXTJX |
| 0.67% | 0.91% | $185.1万 | 1.2万股 | $196.4万 | 1.2万股 | -85股-0.69% | 减仓 |
 LumentumLITE |
| 0.65% | — | $179.6万 | 2,093股 | $0 | 0股 | +2,093股 | 新买入 |
| IINVESCO EXCHANGE TRADED FD TR S&P500 EQL ENRRSPG |
| 0.64% | 0.92% | $177.4万 | 1.8万股 | $199.7万 | 1.8万股 | -132股-0.72% | 减仓 |
