 SNOWFLAKE COM SHSSNOW |
| 34.93% | 29.86% | $6,397.9万 | 25.1万股 | $4,735.4万 | 31.4万股 | -6.3万股-19.93% | 减仓 |
 NubankNU |
| 10.16% | 12.62% | $1,860.9万 | 139.3万股 | $2,001.6万 | 139.3万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 8.47% | 9.93% | $1,551.0万 | 2.8万股 | $1,575.4万 | 2.8万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 5.03% | 4.64% | $920.4万 | 2.6万股 | $736.2万 | 2.6万股 | +152股+0.59% | 加仓 |
 AMD超威AMD |
| 3.98% | 1.58% | $728.1万 | 1.3万股 | $250.9万 | 1.2万股 | +202股+1.64% | 加仓 |
 特斯拉TSLA |
| 3.25% | 3.44% | $594.6万 | 1.4万股 | $545.9万 | 1.5万股 | -547股-3.73% | 减仓 |
 苹果AAPL |
| 3.13% | 3.16% | $572.4万 | 2.0万股 | $502.0万 | 2.0万股 | +2股+0.01% | 加仓 |
 华纳兄弟探索WBD |
| 2.57% | 3.05% | $470.3万 | 17.6万股 | $484.4万 | 17.6万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.4% | 2.33% | $439.6万 | 2.2万股 | $368.9万 | 2.1万股 | +821股+3.88% | 加仓 |
 CrowdStrikeCRWD |
| 1.89% | 1.02% | $346.4万 | 4,539股 | $161.4万 | 4,134股 | +405股+9.80% | 加仓 |
 亚马逊AMZN |
| 1.85% | 1.86% | $338.2万 | 1.4万股 | $294.5万 | 1.4万股 | +50股+0.35% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.74% | 1.6% | $317.8万 | 8,994股 | $253.7万 | 8,844股 | +150股+1.70% | 加仓 |
 礼来LLY |
| 1.65% | 1.13% | $302.1万 | 2,518股 | $179.2万 | 1,947股 | +571股+29.33% | 加仓 |
 PALO ALTOPANW |
| 1.59% | 0.17% | $290.3万 | 8,513股 | $26.3万 | 1,638股 | +6,875股+419.72% | 加仓 |
 TMC THE METALSTMC |
| 1.48% | 1.9% | $271.7万 | 61.3万股 | $301.4万 | 64.5万股 | -3.2万股-4.99% | 减仓 |
 微软MSFT |
| 1.23% | 1.41% | $224.9万 | 6,029股 | $223.2万 | 6,029股 | 00.00% | 持仓不变 |
 富兰克林资源BEN |
| 1.22% | 1% | $223.6万 | 6.7万股 | $158.7万 | 6.7万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.76% | 1.14% | $138.8万 | 1.0万股 | $180.9万 | 1.1万股 | -511股-4.79% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.72% | 0.93% | $131.4万 | 8,634股 | $147.6万 | 1.0万股 | -1,480股-14.63% | 减仓 |
 帕兰提尔PLTR |
| 0.66% | 0.95% | $120.2万 | 1.0万股 | $150.7万 | 1.0万股 | 00.00% | 持仓不变 |
| FFIGURE TECHNOLOGY SOLUTIOFIGR |
| 0.62% | 0.65% | $113.4万 | 3.7万股 | $103.5万 | 3.0万股 | +6,429股+21.09% | 加仓 |
 联合健康UNH |
| 0.61% | 0.46% | $111.2万 | 2,676股 | $72.4万 | 2,675股 | +1股+0.04% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.56% | 0.57% | $103.1万 | 1,380股 | $89.7万 | 1,380股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.53% | 0.5% | $96.5万 | 7,020股 | $79.4万 | 7,020股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.47% | 0.71% | $86.2万 | 1.2万股 | $113.2万 | 1.2万股 | +300股+2.55% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.47% | 0.5% | $85.3万 | 5,400股 | $80.0万 | 5,400股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.49% | $81.7万 | 1,632股 | $78.2万 | 1,632股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.42% | 0.44% | $77.7万 | 2,374股 | $69.8万 | 2,374股 | 00.00% | 持仓不变 |
 TELUSTU |
| 0.4% | 0.7% | $72.6万 | 6.6万股 | $111.4万 | 8.6万股 | -2.0万股-22.99% | 减仓 |
 思科CSCO |
| 0.39% | 0.3% | $71.3万 | 6,070股 | $47.1万 | 6,070股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.36% | 0.33% | $66.8万 | 1,769股 | $52.3万 | 1,689股 | +80股+4.74% | 加仓 |
 沃尔玛WMT |
| 0.36% | 0.45% | $65.1万 | 5,751股 | $71.5万 | 5,751股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.32% | 0.34% | $59.4万 | 1,757股 | $53.1万 | 1,757股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.32% | 0.37% | $59.4万 | 587股 | $58.1万 | 687股 | -100股-14.56% | 减仓 |
 PIMCO高收益基金PHK |
| 0.3% | 0.33% | $54.2万 | 11.6万股 | $52.6万 | 11.4万股 | +2,679股+2.36% | 加仓 |
 好市多COST |
| 0.29% | 0.35% | $52.5万 | 561股 | $55.9万 | 561股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.27% | 0.26% | $49.2万 | 1,637股 | $40.6万 | 1,637股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.26% | 0.2% | $47.2万 | 237股 | $31.3万 | 237股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.24% | 0.26% | $44.8万 | 1,972股 | $41.6万 | 1,972股 | 00.00% | 持仓不变 |
 ANTERO MIDSTREAMAM |
| 0.22% | 0.25% | $39.9万 | 1.8万股 | $39.9万 | 1.8万股 | +52股+0.30% | 加仓 |
 VertivVRT |
| 0.21% | 0.19% | $39.2万 | 1,171股 | $29.3万 | 1,171股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.21% | 0.25% | $39.0万 | 2,055股 | $39.6万 | 2,055股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.21% | 0.22% | $38.5万 | 1,810股 | $34.7万 | 1,810股 | 00.00% | 持仓不变 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.21% | 0.25% | $37.8万 | 2.1万股 | $40.4万 | 2.5万股 | -4,335股-17.05% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.2% | 0.09% | $36.5万 | 847股 | $13.9万 | 847股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.19% | 0.21% | $35.0万 | 1,377股 | $33.7万 | 1,377股 | 00.00% | 持仓不变 |
 VisaV |
| 0.18% | 0.18% | $32.6万 | 951股 | $28.7万 | 951股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.18% | 0.24% | $32.4万 | 1,200股 | $37.3万 | 1,200股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.17% | 0.17% | $31.3万 | 5,500股 | $27.7万 | 5,680股 | -180股-3.17% | 减仓 |
 固安捷GWW |
| 0.17% | 0.15% | $30.3万 | 223股 | $24.3万 | 223股 | 00.00% | 持仓不变 |
