| AAlphabet Inc Class CGOOG |
| 5.08% | 5.1% | $1,368.5万 | 3.9万股 | $1,180.8万 | 4.1万股 | -2,434股-5.91% | 减仓 |
 亚马逊AMZN |
| 5% | 4.97% | $1,347.7万 | 5.7万股 | $1,151.7万 | 5.5万股 | +1,253股+2.27% | 加仓 |
 科磊KLAC |
| 4.68% | 3.55% | $1,260.4万 | 4.2万股 | $821.0万 | 5,576股 | +3.6万股+649.34% | 加仓 |
 台积电TSM |
| 4.64% | 4.45% | $1,249.0万 | 2.6万股 | $1,030.0万 | 3.0万股 | -4,303股-14.12% | 减仓 |
 CrowdStrikeCRWD |
| 4.18% | 3.37% | $1,125.7万 | 1.5万股 | $779.2万 | 2.0万股 | -5,206股-26.08% | 减仓 |
 埃克森美孚XOM |
| 4.15% | 5.66% | $1,116.5万 | 8.2万股 | $1,309.2万 | 7.7万股 | +4,517股+5.85% | 加仓 |
 贝克休斯BKR |
| 3.77% | 3.89% | $1,016.4万 | 18.3万股 | $900.7万 | 14.8万股 | +3.6万股+24.14% | 加仓 |
 Arista网络ANET |
| 3.71% | 3.19% | $999.7万 | 5.9万股 | $738.4万 | 6.0万股 | -1,298股-2.16% | 减仓 |
 摩根大通JPM |
| 3.71% | 3.7% | $999.2万 | 3.1万股 | $856.7万 | 2.9万股 | +1,406股+4.83% | 加仓 |
 博通AVGO |
| 3.67% | 3.26% | $988.0万 | 2.6万股 | $754.0万 | 2.4万股 | +1,801股+7.39% | 加仓 |
 艾伯维ABBV |
| 3.62% | 3.7% | $974.0万 | 3.9万股 | $857.2万 | 3.9万股 | -699股-1.77% | 减仓 |
 英伟达NVDA |
| 3.46% | 3.72% | $930.7万 | 4.7万股 | $861.1万 | 4.9万股 | -2,841股-5.75% | 减仓 |
 卡特彼勒CAT |
| 3.44% | 2.97% | $925.8万 | 8,695股 | $686.8万 | 9,695股 | -1,000股-10.31% | 减仓 |
 爱德华生命科学EW |
| 3.42% | 3.52% | $921.7万 | 10.2万股 | $816.0万 | 10.2万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 3.41% | 4.53% | $917.1万 | 1.6万股 | $1,047.8万 | 1.8万股 | -2,031股-11.09% | 减仓 |
 微软MSFT |
| 3.33% | 3.24% | $897.1万 | 2.4万股 | $749.0万 | 2.0万股 | +3,820股+18.88% | 加仓 |
 联合健康UNH |
| 3.22% | 3.02% | $866.2万 | 2.1万股 | $698.4万 | 2.6万股 | -4,970股-19.25% | 减仓 |
 L3哈里斯LHX |
| 3.15% | 3.66% | $848.8万 | 2.9万股 | $846.9万 | 2.5万股 | +4,677股+19.06% | 加仓 |
 雷神技术RTX |
| 3.14% | 3.63% | $844.8万 | 4.5万股 | $840.5万 | 4.4万股 | +959股+2.20% | 加仓 |
 ServiceNowNOW |
| 3.13% | — | $843.1万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 3.06% | 3.19% | $824.4万 | 9.5万股 | $737.5万 | 11.0万股 | -1.5万股-13.88% | 减仓 |
| EEBAY COMEBAY |
| 2.71% | 2.79% | $728.8万 | 6.5万股 | $645.5万 | 7.1万股 | -5,694股-8.03% | 减仓 |
 甲骨文ORCL |
| 2.6% | 1.39% | $701.2万 | 4.8万股 | $321.7万 | 2.2万股 | +2.6万股+118.77% | 加仓 |
 美盛MOS |
| 2.52% | 2.48% | $677.9万 | 32.0万股 | $573.6万 | 22.5万股 | +9.5万股+42.22% | 加仓 |
 帕兰提尔PLTR |
| 2.45% | 3.61% | $660.3万 | 5.7万股 | $834.7万 | 5.7万股 | -466股-0.82% | 减仓 |
 NETFLIXNFLX |
| 2.37% | 1.45% | $638.6万 | 8.9万股 | $334.6万 | 3.5万股 | +5.5万股+157.02% | 加仓 |
 优步UBER |
| 2.33% | 2.79% | $628.2万 | 8.7万股 | $645.9万 | 9.0万股 | -2,704股-3.01% | 减仓 |
 REDDIT CL ARDDT |
| 2.06% | — | $553.7万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 COINBASE GLOBALCOIN |
| 1.65% | 1.49% | $445.1万 | 3.0万股 | $346.0万 | 2.0万股 | +1.1万股+53.66% | 加仓 |
 谷歌AGOOGL |
| 0.43% | 0.4% | $115.7万 | 3,240股 | $92.3万 | 3,210股 | +30股+0.93% | 加仓 |
 洛克希德马丁LMT |
| 0.34% | 2.99% | $90.8万 | 1,785股 | $693.2万 | 1.1万股 | -9,684股-84.44% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.26% | 0.26% | $70.9万 | 9,725股 | $60.9万 | 9,725股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.24% | 0.34% | $65.8万 | 2,592股 | $78.0万 | 3,192股 | -600股-18.80% | 减仓 |
| R力拓BBP |
| 0.18% | 0.2% | $47.5万 | 5,000股 | $46.6万 | 5,000股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.15% | 0.17% | $40.4万 | 4,200股 | $39.3万 | 4,080股 | +120股+2.94% | 加仓 |
 赛富时CRM |
| 0.14% | 0.1% | $37.6万 | 2,400股 | $22.7万 | 1,215股 | +1,185股+97.53% | 加仓 |
 DIAGEO SPON ADR NEWDEO |
| 0.13% | 0.14% | $33.8万 | 4,200股 | $31.3万 | 4,200股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.12% | 0.12% | $32.5万 | 435股 | $28.3万 | 435股 | 00.00% | 持仓不变 |
| IISHARES U.S. BASIC MATERIALS ETFIYM |
| 0.1% | 0.11% | $26.9万 | 1,500股 | $26.4万 | 1,500股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJK |
| 0.06% | 0.06% | $16.5万 | 1,400股 | $14.1万 | 1,400股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.05% | 0.05% | $14.2万 | 491股 | $12.5万 | 491股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.05% | 0.06% | $12.2万 | 3,664股 | $14.1万 | 3,664股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXJ |
| 0.03% | 0.04% | $9.3万 | 945股 | $8.8万 | 945股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.02% | 0.02% | $4.7万 | 50股 | $5.0万 | 50股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 0.01% | — | $3.7万 | 215股 | $0 | 0股 | +215股 | 新买入 |
| TTRANSMEDICSTMDX |
| 0.01% | 0.01% | $2.2万 | 325股 | $3.2万 | 325股 | 00.00% | 持仓不变 |
 贝莱德·SCIENCE & TECHNOLOBST |
| 0.01% | — | $2.1万 | 420股 | $0 | 0股 | +420股 | 新买入 |
 标普全球SPGI |
| <0.01% | — | $1.3万 | 32股 | $0 | 0股 | +32股 | 新买入 |
 特斯拉TSLA |
| <0.01% | <0.01% | $1.3万 | 30股 | $1.1万 | 30股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| <0.01% | <0.01% | $9,406 | 41股 | $8,880 | 41股 | 00.00% | 持仓不变 |
