 英伟达NVDA |
| 7.7% | 8.03% | $1,040.6万 | 5.2万股 | $871.1万 | 5.0万股 | +2,045股+4.08% | 加仓 |
 苹果AAPL |
| 7.49% | 7.7% | $1,012.5万 | 3.5万股 | $835.5万 | 3.3万股 | +2,059股+6.22% | 加仓 |
 谷歌AGOOGL |
| 6.22% | 5.99% | $840.7万 | 2.4万股 | $650.4万 | 2.3万股 | +900股+3.96% | 加仓 |
| V先锋领航指数基金VOO |
| 4.24% | 4.07% | $572.7万 | 8,338股 | $441.4万 | 7,386股 | +952股+12.89% | 加仓 |
 PALO ALTOPANW |
| 3.97% | 2.26% | $537.4万 | 1.6万股 | $245.3万 | 1.5万股 | +455股+2.97% | 加仓 |
 亚马逊AMZN |
| 3.83% | 4.14% | $517.6万 | 2.2万股 | $449.7万 | 2.2万股 | +117股+0.54% | 加仓 |
 AMD超威AMD |
| 3.7% | 1.54% | $499.9万 | 8,647股 | $167.1万 | 8,259股 | +388股+4.70% | 加仓 |
 微软MSFT |
| 2.96% | 3.59% | $400.4万 | 1.1万股 | $389.9万 | 1.1万股 | +197股+1.86% | 加仓 |
 博通AVGO |
| 2.73% | 2.73% | $368.5万 | 9,802股 | $296.8万 | 9,637股 | +165股+1.71% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.17% | — | $293.0万 | 3,923股 | $0 | 0股 | +3,923股 | 新买入 |
 NETFLIXNFLX |
| 2.12% | 3.4% | $287.2万 | 4.0万股 | $369.3万 | 3.9万股 | +1,820股+4.72% | 加仓 |
| IIBMIBM |
| 1.93% | 2.03% | $260.7万 | 9,313股 | $220.4万 | 9,136股 | +177股+1.94% | 加仓 |
 沃尔玛WMT |
| 1.91% | 2.43% | $258.4万 | 2.3万股 | $264.2万 | 2.1万股 | +1,546股+7.22% | 加仓 |
 摩根大通JPM |
| 1.72% | 1.87% | $232.0万 | 7,120股 | $202.6万 | 6,923股 | +197股+2.85% | 加仓 |
| IiShares安硕信托IWL |
| 1.66% | 1.27% | $223.8万 | 1.2万股 | $137.6万 | 8,572股 | +3,531股+41.19% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.64% | 1.7% | $221.1万 | 4,434股 | $184.6万 | 3,869股 | +565股+14.60% | 加仓 |
 艾伯维ABBV |
| 1.63% | 1.72% | $220.4万 | 8,796股 | $187.0万 | 8,636股 | +160股+1.85% | 加仓 |
 AXON ENTERPRISEAXON |
| 1.54% | 0.3% | $208.7万 | 3,738股 | $33.0万 | 778股 | +2,960股+380.46% | 加仓 |
 强生JNJ |
| 1.53% | 1.75% | $206.3万 | 8,162股 | $190.1万 | 7,819股 | +343股+4.39% | 加仓 |
 礼来LLY |
| 1.48% | 1.42% | $200.7万 | 1,682股 | $153.9万 | 1,682股 | 00.00% | 持仓不变 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.47% | 1.87% | $199.0万 | 4.0万股 | $203.3万 | 4.0万股 | -853股-2.11% | 减仓 |
 CrowdStrikeCRWD |
| 1.45% | 0.92% | $195.5万 | 2,567股 | $100.0万 | 2,568股 | -1股-0.04% | 减仓 |
| S嘉信策略信托SCHF |
| 1.36% | 1.3% | $183.6万 | 6.6万股 | $140.6万 | 5.7万股 | +9,485股+16.70% | 加仓 |
 Meta平台META |
| 1.32% | 1.64% | $178.4万 | 3,173股 | $177.8万 | 3,114股 | +59股+1.89% | 加仓 |
 直觉外科ISRG |
| 1.31% | 1.77% | $176.9万 | 4,468股 | $191.8万 | 4,181股 | +287股+6.86% | 加仓 |
| IiShares安硕·COREIJH |
| 1.29% | 1.27% | $174.3万 | 2.3万股 | $138.2万 | 2.0万股 | +2,134股+10.42% | 加仓 |
 迪尔DE |
| 1.27% | 1.4% | $171.3万 | 2,700股 | $152.1万 | 2,700股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 1.26% | 1.22% | $170.8万 | 4,737股 | $132.4万 | 3,786股 | +951股+25.12% | 加仓 |
 思科CSCO |
| 1.19% | 0.93% | $161.0万 | 1.4万股 | $100.9万 | 1.3万股 | +698股+5.33% | 加仓 |
 南方电力SO |
| 1.17% | 1.3% | $158.2万 | 1.7万股 | $141.5万 | 1.5万股 | +1,860股+12.61% | 加仓 |
 家得宝HD |
| 1.15% | 1.28% | $155.5万 | 4,434股 | $139.4万 | 4,264股 | +170股+3.99% | 加仓 |
 宝洁PG |
| 1.14% | 1.35% | $153.7万 | 1.1万股 | $146.9万 | 1.0万股 | +310股+3.03% | 加仓 |
| O宏盟集团OMC |
| 1.01% | 1.3% | $136.6万 | 1.9万股 | $141.2万 | 1.9万股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 1% | 1.04% | $135.4万 | 1.3万股 | $112.6万 | 1.2万股 | +1,145股+9.94% | 加仓 |
 ServiceNowNOW |
| 0.98% | 1.29% | $132.8万 | 1.3万股 | $140.2万 | 1.4万股 | -45股-0.33% | 减仓 |
 辉瑞PFE |
| 0.93% | 1.1% | $125.7万 | 5.2万股 | $119.7万 | 4.3万股 | +9,578股+22.37% | 加仓 |
 埃克森美孚XOM |
| 0.93% | 1.3% | $125.4万 | 9,183股 | $141.2万 | 8,329股 | +854股+10.25% | 加仓 |
| QQXOQXO |
| 0.89% | — | $120.2万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 雪佛龙CVX |
| 0.89% | 1.2% | $119.7万 | 7,266股 | $129.8万 | 6,316股 | +950股+15.04% | 加仓 |
 麦当劳MCD |
| 0.87% | 1.1% | $117.4万 | 4,371股 | $119.2万 | 3,864股 | +507股+13.12% | 加仓 |
 欧特克ADSK |
| 0.85% | 0.53% | $115.6万 | 5,983股 | $57.1万 | 2,423股 | +3,560股+146.93% | 加仓 |
 赛富时CRM |
| 0.76% | 1.1% | $103.1万 | 6,620股 | $119.3万 | 6,432股 | +188股+2.92% | 加仓 |
| IiShares安硕·COREIJR |
| 0.76% | 0.59% | $103.0万 | 6,949股 | $64.1万 | 5,161股 | +1,788股+34.64% | 加仓 |
 可口可乐KO |
| 0.74% | 0.85% | $99.5万 | 1.2万股 | $92.1万 | 1.2万股 | +131股+1.08% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.73% | 0.69% | $98.5万 | 1.2万股 | $74.6万 | 9,012股 | +2,900股+32.18% | 加仓 |
| N新纪元能源NEE |
| 0.69% | 0.63% | $93.7万 | 1.1万股 | $68.7万 | 7,417股 | +3,285股+44.29% | 加仓 |
| AAT&TT |
| 0.67% | 0.34% | $90.6万 | 4.4万股 | $37.1万 | 1.3万股 | +3.1万股+239.89% | 加仓 |
 特斯拉TSLA |
| 0.67% | 0.81% | $90.1万 | 2,151股 | $87.7万 | 2,366股 | -215股-9.09% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.63% | 0.61% | $85.6万 | 1.5万股 | $66.3万 | 1.1万股 | +3,384股+30.41% | 加仓 |
 CELSIUSCELH |
| 0.62% | 0.42% | $84.4万 | 2.9万股 | $45.9万 | 1.3万股 | +1.6万股+121.24% | 加仓 |
