 美光科技MU |
| 6.84% | 3.52% | $820.2万 | 7,106股 | $311.4万 | 9,216股 | -2,110股-22.89% | 减仓 |
 英伟达NVDA |
| 4.84% | 6.01% | $581.0万 | 2.9万股 | $530.7万 | 3.0万股 | -1,394股-4.58% | 减仓 |
 苹果AAPL |
| 4.82% | 4.35% | $577.8万 | 2.0万股 | $384.5万 | 1.5万股 | +4,818股+31.80% | 加仓 |
 亚马逊AMZN |
| 4.5% | 5.06% | $539.3万 | 2.3万股 | $447.6万 | 2.1万股 | +1,139股+5.30% | 加仓 |
 博通AVGO |
| 4.27% | 3.41% | $512.5万 | 1.4万股 | $301.5万 | 9,740股 | +3,828股+39.30% | 加仓 |
 微软MSFT |
| 3.83% | 3.65% | $459.0万 | 1.2万股 | $322.4万 | 8,710股 | +3,594股+41.26% | 加仓 |
 礼来LLY |
| 3.16% | — | $378.5万 | 3,156股 | $0 | 0股 | +3,156股 | 新买入 |
 CrowdStrikeCRWD |
| 2.56% | 1.61% | $307.4万 | 4,028股 | $141.9万 | 3,635股 | +393股+10.81% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.53% | 2.62% | $303.1万 | 8,580股 | $231.7万 | 8,078股 | +502股+6.21% | 加仓 |
 谷歌AGOOGL |
| 2.5% | 2.01% | $299.7万 | 8,388股 | $177.6万 | 6,175股 | +2,213股+35.84% | 加仓 |
 特斯拉TSLA |
| 2.39% | 2.29% | $286.5万 | 6,811股 | $202.5万 | 5,446股 | +1,365股+25.06% | 加仓 |
| AALPS ETF信托SMTH |
| 2.3% | 2.55% | $275.9万 | 10.7万股 | $225.0万 | 8.7万股 | +2.0万股+22.71% | 加仓 |
 Meta平台META |
| 2.26% | 3.6% | $271.5万 | 4,820股 | $318.2万 | 5,562股 | -742股-13.34% | 减仓 |
 UNITED RENTALSURI |
| 2.23% | 1.82% | $267.5万 | 2,361股 | $160.5万 | 2,203股 | +158股+7.17% | 加仓 |
 摩根大通JPM |
| 2.1% | 1.75% | $252.2万 | 7,706股 | $154.9万 | 5,265股 | +2,441股+46.36% | 加仓 |
| IiShares安硕·COREIJR |
| 2.09% | 2.29% | $250.1万 | 1.7万股 | $202.5万 | 1.6万股 | +575股+3.53% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.77% | 1.68% | $212.1万 | 4,239股 | $148.4万 | 3,096股 | +1,143股+36.92% | 加仓 |
 帕兰提尔PLTR |
| 1.73% | 2.64% | $207.0万 | 1.8万股 | $232.8万 | 1.6万股 | +1,823股+11.45% | 加仓 |
 西屋制动WAB |
| 1.51% | 1.78% | $181.4万 | 6,727股 | $156.9万 | 6,280股 | +447股+7.12% | 加仓 |
 艾伯维ABBV |
| 1.47% | 1.55% | $176.6万 | 7,018股 | $136.9万 | 6,295股 | +723股+11.49% | 加仓 |
| VVANECK MERK GOLD TRUSTOUNZ |
| 1.45% | 2.21% | $174.1万 | 4.5万股 | $195.1万 | 4.3万股 | +1,792股+4.14% | 加仓 |
| I景顺交易所交易基金IICQQQ |
| 1.44% | — | $173.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| VVanEck ETF信托GDX |
| 1.43% | 2.05% | $171.1万 | 2.3万股 | $180.9万 | 2.0万股 | +2,958股+15.00% | 加仓 |
| MMASTECMTZ |
| 1.41% | 2.12% | $168.6万 | 4,052股 | $187.4万 | 5,826股 | -1,774股-30.45% | 减仓 |
 VertivVRT |
| 1.32% | 2.86% | $157.8万 | 4,713股 | $253.0万 | 1.0万股 | -5,385股-53.33% | 减仓 |
 甲骨文ORCL |
| 1.28% | 1.59% | $153.5万 | 1.0万股 | $140.3万 | 9,538股 | +935股+9.80% | 加仓 |
 AMGEN COMAMGN |
| 1.24% | 2.21% | $148.8万 | 4,110股 | $195.7万 | 5,562股 | -1,452股-26.11% | 减仓 |
| IiShares安硕信托IVV |
| 1.23% | 1.34% | $147.8万 | 1,974股 | $118.6万 | 1,815股 | +159股+8.76% | 加仓 |
 卡梅科CCJ |
| 1.2% | 1.63% | $143.8万 | 1.4万股 | $143.6万 | 1.3万股 | +888股+6.71% | 加仓 |
| EENTEGRISENTG |
| 1.15% | — | $138.1万 | 7,678股 | $0 | 0股 | +7,678股 | 新买入 |
| G高盛ETF信托GSST |
| 1.11% | 1.32% | $133.5万 | 2.6万股 | $116.6万 | 2.3万股 | +3,333股+14.45% | 加仓 |
 切尼尔能源LNG |
| 1.11% | 1.66% | $132.9万 | 5,560股 | $146.5万 | 5,162股 | +398股+7.71% | 加仓 |
| AAPPLOVINAPP |
| 1.1% | 0.88% | $131.5万 | 2,552股 | $78.0万 | 1,959股 | +593股+30.27% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 1.04% | 1.29% | $124.8万 | 3.9万股 | $114.4万 | 3.4万股 | +4,927股+14.45% | 加仓 |
 埃克森美孚XOM |
| 0.99% | 1.48% | $119.3万 | 9,023股 | $130.9万 | 7,713股 | +1,310股+16.98% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.97% | 0.84% | $116.0万 | 1,554股 | $74.5万 | 1,146股 | +408股+35.60% | 加仓 |
| AAT&TT |
| 0.94% | 1.67% | $112.7万 | 5.4万股 | $147.4万 | 5.1万股 | +3,608股+7.10% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.89% | — | $106.4万 | 2,835股 | $0 | 0股 | +2,835股 | 新买入 |
| DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND |
| 0.88% | 0.41% | $106.0万 | 2.3万股 | $36.0万 | 7,854股 | +1.5万股+196.04% | 加仓 |
 ServiceNowNOW |
| 0.87% | 0.83% | $104.9万 | 1.1万股 | $73.4万 | 7,016股 | +3,548股+50.57% | 加仓 |
 爱德华生命科学EW |
| 0.82% | 0.85% | $98.6万 | 1.1万股 | $75.2万 | 9,385股 | +1,516股+16.15% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.82% | 1.09% | $97.9万 | 3,231股 | $96.3万 | 4,052股 | -821股-20.26% | 减仓 |
 伊顿ETN |
| 0.79% | — | $95.3万 | 2,237股 | $0 | 0股 | +2,237股 | 新买入 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.79% | 0.87% | $94.3万 | 5.3万股 | $77.2万 | 4.9万股 | +3,834股+7.77% | 加仓 |
| SSANDISK COMSNDK |
| 0.76% | — | $91.2万 | 401股 | $0 | 0股 | +401股 | 新买入 |
 VistraVST |
| 0.76% | — | $90.7万 | 5,720股 | $0 | 0股 | +5,720股 | 新买入 |
| CCOEUR MNGCDE |
| 0.74% | 1.09% | $88.7万 | 5.4万股 | $96.5万 | 5.1万股 | +2,902股+5.64% | 加仓 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 0.71% | — | $84.8万 | 4,389股 | $0 | 0股 | +4,389股 | 新买入 |
| PPGIM ETF TRPSDM |
| 0.69% | — | $83.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 南方铜业SCCO |
| 0.67% | — | $80.8万 | 4,639股 | $0 | 0股 | +4,639股 | 新买入 |
