 英伟达NVDA |
| 18.7% | 21.32% | $2,054.7万 | 10.3万股 | $1,874.7万 | 10.7万股 | -4,808股-4.47% | 减仓 |
 泛林集团LRCX |
| 9.62% | 5.97% | $1,056.5万 | 2.4万股 | $524.7万 | 2.5万股 | -177股-0.72% | 减仓 |
| SSANDISK COMSNDK |
| 4.29% | 2.47% | $470.9万 | 2,071股 | $217.3万 | 3,421股 | -1,350股-39.46% | 减仓 |
| IiShares安硕信托IXN |
| 3.99% | 3.44% | $437.7万 | 3.0万股 | $302.2万 | 3.0万股 | +70股+0.23% | 加仓 |
 苹果AAPL |
| 3.86% | 4.23% | $424.5万 | 1.5万股 | $372.4万 | 1.5万股 | -3股-0.02% | 减仓 |
 亚马逊AMZN |
| 2.04% | 2.34% | $224.1万 | 9,401股 | $206.0万 | 9,892股 | -491股-4.96% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.88% | 1.86% | $206.4万 | 5,239股 | $163.9万 | 5,222股 | +17股+0.33% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.72% | 1.85% | $189.0万 | 1.5万股 | $162.2万 | 3,805股 | +1.1万股+300.00% | 加仓 |
 好市多COST |
| 1.67% | 2.25% | $183.2万 | 1,959股 | $198.2万 | 1,989股 | -30股-1.51% | 减仓 |
 DraftKingsDKNG |
| 1.48% | — | $162.7万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 摩根大通JPM |
| 1.47% | 1.66% | $161.8万 | 4,942股 | $146.1万 | 4,967股 | -25股-0.50% | 减仓 |
 谷歌AGOOGL |
| 1.37% | 1.37% | $150.8万 | 4,219股 | $120.9万 | 4,203股 | +16股+0.38% | 加仓 |
| IiShares TR Global Finls ETFIXG |
| 1.35% | 1.54% | $148.1万 | 1.2万股 | $135.6万 | 1.2万股 | +3股+0.03% | 加仓 |
 艾伯维ABBV |
| 1.35% | 1.46% | $148.1万 | 5,884股 | $128.0万 | 5,884股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.28% | 1.54% | $141.0万 | 2,819股 | $135.8万 | 2,834股 | -15股-0.53% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.28% | 1.31% | $140.3万 | 4,671股 | $115.0万 | 4,639股 | +32股+0.69% | 加仓 |
| IiShares安硕信托IXJ |
| 1.21% | 1.43% | $133.4万 | 1.4万股 | $125.5万 | 1.3万股 | +145股+1.08% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.14% | 1.18% | $125.3万 | 3,546股 | $104.0万 | 3,626股 | -80股-2.21% | 减仓 |
 VALERO ENERGY COMVLO |
| 1.14% | 1.34% | $125.0万 | 4,801股 | $118.1万 | 4,780股 | +21股+0.44% | 加仓 |
 礼来LLY |
| 1.04% | 1% | $114.4万 | 954股 | $88.2万 | 959股 | -5股-0.52% | 减仓 |
 强生JNJ |
| 1.03% | 1.24% | $113.5万 | 4,469股 | $109.1万 | 4,465股 | +4股+0.09% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.96% | 1.12% | $105.9万 | 1.0万股 | $98.3万 | 1.0万股 | +74股+0.73% | 加仓 |
 AMD超威AMD |
| 0.9% | 0.58% | $99.0万 | 1,704股 | $50.6万 | 2,489股 | -785股-31.54% | 减仓 |
 AMGEN COMAMGN |
| 0.87% | 1.05% | $95.2万 | 2,629股 | $92.6万 | 2,632股 | -3股-0.11% | 减仓 |
| IiShares安硕信托EEM |
| 0.85% | 0.87% | $92.9万 | 1.4万股 | $76.4万 | 1.3万股 | +135股+1.00% | 加仓 |
| IiShares安硕信托EXI |
| 0.83% | 0.93% | $91.3万 | 4,556股 | $82.0万 | 4,529股 | +27股+0.60% | 加仓 |
 微软MSFT |
| 0.79% | 0.98% | $87.1万 | 2,334股 | $86.6万 | 2,339股 | -5股-0.21% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.78% | 0.85% | $86.2万 | 4,533股 | $75.0万 | 4,441股 | +92股+2.07% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.7% | 0.87% | $76.8万 | 5,047股 | $76.6万 | 5,247股 | -200股-3.81% | 减仓 |
 思科CSCO |
| 0.67% | 0.57% | $73.8万 | 6,287股 | $49.7万 | 6,410股 | -123股-1.92% | 减仓 |
 直觉外科ISRG |
| 0.66% | 1.02% | $73.0万 | 1,836股 | $90.1万 | 1,955股 | -119股-6.09% | 减仓 |
 埃克森美孚XOM |
| 0.61% | 0.95% | $66.9万 | 4,893股 | $83.3万 | 4,908股 | -15股-0.31% | 减仓 |
 达维塔DVA |
| 0.61% | 0.52% | $66.7万 | 3,000股 | $45.8万 | 2,981股 | +19股+0.64% | 加仓 |
 美光科技MU |
| 0.57% | 0.25% | $63.0万 | 546股 | $21.6万 | 640股 | -94股-14.69% | 减仓 |
| IiShares安硕信托IWD |
| 0.56% | 0.62% | $62.0万 | 2,556股 | $54.6万 | 2,556股 | 00.00% | 持仓不变 |
 NUVEEN S&P 500 DYNAMIC OVERWSPXX |
| 0.55% | 0.6% | $60.7万 | 3.3万股 | $52.6万 | 3.3万股 | -200股-0.61% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.55% | 0.69% | $60.0万 | 2.3万股 | $60.3万 | 2.3万股 | -370股-1.61% | 减仓 |
| V先锋领航指数基金VUG |
| 0.51% | 0.54% | $56.0万 | 6,498股 | $47.7万 | 1,092股 | +5,406股+495.05% | 加仓 |
 卡特彼勒CAT |
| 0.5% | 0.41% | $55.3万 | 519股 | $36.4万 | 514股 | +5股+0.97% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.45% | 0.36% | $49.5万 | 1,946股 | $31.7万 | 2,102股 | -156股-7.42% | 减仓 |
| IiShares GlobalRXI |
| 0.44% | 0.52% | $47.9万 | 2,484股 | $46.1万 | 2,472股 | +12股+0.49% | 加仓 |
| C花旗集团C |
| 0.4% | 0.45% | $44.3万 | 3,165股 | $39.4万 | 3,477股 | -312股-8.97% | 减仓 |
 波音BA |
| 0.4% | 0.46% | $44.0万 | 2,031股 | $40.3万 | 2,023股 | +8股+0.40% | 加仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.4% | 0.36% | $43.5万 | 2.4万股 | $31.9万 | 2.0万股 | +4,174股+20.80% | 加仓 |
| MMFS INTER INCOME TRMIN |
| 0.39% | 0.47% | $42.7万 | 17.3万股 | $40.9万 | 16.3万股 | +9,900股+6.07% | 加仓 |
 VIRTUS ARTIFICIAL INTELLIGENAIO |
| 0.39% | 0.47% | $42.6万 | 1.5万股 | $41.3万 | 1.9万股 | -4,094股-21.24% | 减仓 |
 雪佛龙CVX |
| 0.38% | 0.6% | $42.0万 | 2,534股 | $52.6万 | 2,544股 | -10股-0.39% | 减仓 |
 因赛特INCY |
| 0.38% | 0.42% | $41.8万 | 3,691股 | $36.6万 | 3,887股 | -196股-5.04% | 减仓 |
 希捷STX |
| 0.37% | — | $41.0万 | 425股 | $0 | 0股 | +425股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.36% | 0.39% | $39.7万 | 531股 | $34.5万 | 531股 | 00.00% | 持仓不变 |
