 苹果AAPL |
| 9.82% | 9.97% | $1,439.4万 | 5.0万股 | $1,267.6万 | 5.0万股 | -203股-0.41% | 减仓 |
 英伟达NVDA |
| 6.46% | 6.16% | $946.4万 | 4.7万股 | $783.3万 | 4.5万股 | +2,387股+5.31% | 加仓 |
 好市多COST |
| 6.34% | 8.03% | $929.7万 | 9,938股 | $1,021.7万 | 1.0万股 | -315股-3.07% | 减仓 |
 博通AVGO |
| 5.92% | 5.54% | $867.9万 | 2.3万股 | $704.2万 | 2.3万股 | +222股+0.98% | 加仓 |
 亚马逊AMZN |
| 5.32% | 5.27% | $779.7万 | 3.3万股 | $670.2万 | 3.2万股 | +532股+1.65% | 加仓 |
 帕兰提尔PLTR |
| 4.99% | 7.3% | $730.8万 | 6.3万股 | $928.2万 | 6.3万股 | -822股-1.30% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.66% | 5.25% | $683.2万 | 1.4万股 | $668.1万 | 1.4万股 | -289股-2.07% | 减仓 |
| V先锋领航全球基金VGT |
| 4.08% | 3.54% | $597.4万 | 5.0万股 | $450.5万 | 6,457股 | +4.4万股+674.11% | 加仓 |
 谷歌AGOOGL |
| 3.63% | 3.28% | $531.9万 | 1.5万股 | $416.6万 | 1.4万股 | +396股+2.73% | 加仓 |
 PALO ALTOPANW |
| 2.44% | 1.33% | $357.5万 | 1.0万股 | $169.0万 | 1.1万股 | -62股-0.59% | 减仓 |
 台积电TSM |
| 2.29% | 1.69% | $335.9万 | 7,033股 | $215.4万 | 6,375股 | +658股+10.32% | 加仓 |
 NETFLIXNFLX |
| 2.19% | 3.63% | $321.6万 | 4.5万股 | $461.3万 | 4.8万股 | -2,932股-6.11% | 减仓 |
 VisaV |
| 1.88% | 1.86% | $276.0万 | 8,043股 | $237.2万 | 7,848股 | +195股+2.48% | 加仓 |
 特斯拉TSLA |
| 1.85% | 1.99% | $270.9万 | 6,440股 | $252.8万 | 6,800股 | -360股-5.29% | 减仓 |
| G通用动力VTI |
| 1.81% | 1.78% | $265.2万 | 7,167股 | $226.9万 | 7,073股 | +94股+1.33% | 加仓 |
 AMD超威AMD |
| 1.68% | 0.63% | $246.4万 | 4,242股 | $79.9万 | 3,929股 | +313股+7.97% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.56% | 1.48% | $228.1万 | 6,457股 | $188.8万 | 6,582股 | -125股-1.90% | 减仓 |
 微软MSFT |
| 1.55% | 1.66% | $227.5万 | 6,098股 | $210.7万 | 5,692股 | +406股+7.13% | 加仓 |
 埃克森美孚XOM |
| 1.53% | 2.22% | $223.8万 | 1.6万股 | $282.3万 | 1.7万股 | -269股-1.62% | 减仓 |
 Meta平台META |
| 1.52% | 1.78% | $222.8万 | 3,955股 | $226.8万 | 3,964股 | -9股-0.23% | 减仓 |
 沃尔玛WMT |
| 1.4% | 1.92% | $204.5万 | 1.8万股 | $244.7万 | 2.0万股 | -1,637股-8.31% | 减仓 |
 雅培ABT |
| 1.22% | 1.71% | $178.7万 | 2.0万股 | $217.7万 | 2.1万股 | -1,511股-7.13% | 减仓 |
 礼来LLY |
| 1.13% | 0.99% | $165.5万 | 1,380股 | $125.9万 | 1,369股 | +11股+0.80% | 加仓 |
 摩根大通JPM |
| 1.12% | 1.18% | $163.6万 | 4,998股 | $149.5万 | 5,081股 | -83股-1.63% | 减仓 |
 艾伯维ABBV |
| 1.11% | 1.15% | $162.6万 | 6,462股 | $145.8万 | 6,706股 | -244股-3.64% | 减仓 |
 VanEck ETF信托SMH |
| 0.99% | — | $145.7万 | 2,221股 | $0 | 0股 | +2,221股 | 新买入 |
| AAEHR TEST SYSAEHR |
| 0.99% | 0.52% | $144.7万 | 1.5万股 | $66.5万 | 1.8万股 | -2,864股-15.97% | 减仓 |
 英特尔INTC |
| 0.99% | 0.36% | $144.5万 | 1.0万股 | $45.8万 | 1.0万股 | -28股-0.27% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.97% | — | $141.9万 | 4,684股 | $0 | 0股 | +4,684股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.95% | 0.18% | $139.6万 | 2,032股 | $22.9万 | 384股 | +1,648股+429.17% | 加仓 |
 思科CSCO |
| 0.89% | 0.67% | $129.9万 | 1.1万股 | $85.8万 | 1.1万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.88% | 0.97% | $128.4万 | 5,057股 | $123.1万 | 5,037股 | +20股+0.40% | 加仓 |
 切尼尔能源LNG |
| 0.81% | 1.11% | $119.3万 | 4,991股 | $141.6万 | 4,991股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.76% | 0.48% | $111.9万 | 3.5万股 | $61.5万 | 2.0万股 | +1.5万股+75.91% | 加仓 |
 联邦快递FDX |
| 0.74% | 0.98% | $107.8万 | 3,442股 | $124.9万 | 3,508股 | -66股-1.88% | 减仓 |
 自由港麦克莫兰FCX |
| 0.66% | 0.73% | $96.3万 | 1.5万股 | $93.0万 | 1.6万股 | -510股-3.22% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.58% | 0.69% | $85.2万 | 3,273股 | $87.1万 | 3,527股 | -254股-7.20% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.53% | 0.3% | $78.0万 | 1.1万股 | $37.9万 | 5,915股 | +5,036股+85.14% | 加仓 |
| SSANDISK COMSNDK |
| 0.52% | 0.17% | $76.9万 | 338股 | $21.5万 | 338股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.51% | — | $74.3万 | 1,008股 | $0 | 0股 | +1,008股 | 新买入 |
 NORTHROP GRUMMAN COMNOC |
| 0.48% | 0.97% | $70.5万 | 1,383股 | $123.4万 | 1,809股 | -426股-23.55% | 减仓 |
 可口可乐KO |
| 0.48% | 0.52% | $70.4万 | 8,660股 | $66.1万 | 8,686股 | -26股-0.30% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.46% | 0.49% | $67.4万 | 4,248股 | $62.3万 | 4,248股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 0.44% | 0.22% | $65.0万 | 1,017股 | $27.5万 | 1,017股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.43% | 0.45% | $63.5万 | 628股 | $57.5万 | 680股 | -52股-7.65% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.41% | 0.36% | $60.5万 | 1.0万股 | $45.7万 | 8,458股 | +1,677股+19.83% | 加仓 |
 美光科技MU |
| 0.39% | — | $57.0万 | 494股 | $0 | 0股 | +494股 | 新买入 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.37% | 0.5% | $54.3万 | 1,241股 | $64.0万 | 1,349股 | -108股-8.01% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.33% | — | $48.2万 | 9,200股 | $0 | 0股 | +9,200股 | 新买入 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.32% | 0.33% | $46.5万 | 1.2万股 | $41.9万 | 1.3万股 | -341股-2.70% | 减仓 |
