 AMD超威AMD |
| 11.06% | 6.73% | $2,222.6万 | 3.8万股 | $1,001.0万 | 4.9万股 | -1.1万股-22.24% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 7.95% | 8.45% | $1,598.8万 | 4.5万股 | $1,258.1万 | 4.4万股 | +1,391股+3.17% | 加仓 |
| TTCW ETF TRUST CORE PLUS BONDXTWY |
| 6.01% | 7.87% | $1,207.1万 | 32.2万股 | $1,171.3万 | 31.2万股 | +9,980股+3.20% | 加仓 |
 台积电TSM |
| 5.57% | 5.21% | $1,120.2万 | 2.3万股 | $774.7万 | 2.3万股 | +531股+2.32% | 加仓 |
 微软MSFT |
| 4.73% | 3.96% | $950.4万 | 2.5万股 | $590.0万 | 1.6万股 | +9,541股+59.86% | 加仓 |
 特斯拉TSLA |
| 4.4% | 4.92% | $883.7万 | 2.1万股 | $732.1万 | 2.0万股 | +1,319股+6.70% | 加仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 3.48% | 5.62% | $699.1万 | 15.3万股 | $836.8万 | 18.2万股 | -2.9万股-15.93% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 3.45% | 2.93% | $693.9万 | 8.0万股 | $436.6万 | 6.5万股 | +1.5万股+22.47% | 加仓 |
 英伟达NVDA |
| 3.37% | 3.85% | $677.6万 | 3.4万股 | $573.2万 | 3.3万股 | +1,001股+3.05% | 加仓 |
 亚马逊AMZN |
| 2.94% | 3.1% | $591.7万 | 2.5万股 | $461.7万 | 2.2万股 | +2,658股+11.99% | 加仓 |
| MMODINE MFGMOD |
| 2.64% | 2.72% | $529.8万 | 2.0万股 | $405.5万 | 1.9万股 | +1,131股+6.05% | 加仓 |
 谷歌AGOOGL |
| 2.41% | 2.48% | $484.0万 | 1.4万股 | $369.8万 | 1.3万股 | +683股+5.31% | 加仓 |
| I景顺QQQ信托VOO |
| 2.13% | 2.26% | $429.1万 | 5,826股 | $336.0万 | 5,821股 | +5股+0.09% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.97% | 1.54% | $395.6万 | 7,905股 | $229.0万 | 4,778股 | +3,127股+65.45% | 加仓 |
 VisaV |
| 1.96% | 2.05% | $394.4万 | 1.1万股 | $305.1万 | 1.0万股 | +1,400股+13.87% | 加仓 |
 Meta平台META |
| 1.82% | 2.3% | $366.7万 | 6,510股 | $342.6万 | 5,988股 | +522股+8.72% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.76% | 1.4% | $352.8万 | 2,078股 | $207.7万 | 1,201股 | +877股+73.02% | 加仓 |
| OONTO INNOVATIONONTO |
| 1.39% | 1.18% | $279.5万 | 7,386股 | $176.4万 | 8,599股 | -1,213股-14.11% | 减仓 |
 财捷INTU |
| 1.3% | 1.23% | $261.6万 | 1.0万股 | $183.3万 | 4,240股 | +5,784股+136.42% | 加仓 |
 苹果AAPL |
| 1.21% | 1.39% | $244.0万 | 8,431股 | $206.3万 | 8,128股 | +303股+3.73% | 加仓 |
 博通AVGO |
| 1.17% | 1.17% | $235.3万 | 6,229股 | $174.3万 | 5,632股 | +597股+10.60% | 加仓 |
 甲骨文ORCL |
| 1.11% | 1.12% | $222.9万 | 1.5万股 | $166.2万 | 1.1万股 | +3,912股+34.63% | 加仓 |
 康宁GLW |
| 1.08% | 0.75% | $216.2万 | 8,463股 | $111.2万 | 8,179股 | +284股+3.47% | 加仓 |
 应用材料AMAT |
| 1.03% | 0.63% | $207.9万 | 2,875股 | $94.2万 | 2,757股 | +118股+4.28% | 加仓 |
 摩根大通JPM |
| 0.99% | 1.14% | $198.9万 | 6,076股 | $170.2万 | 5,784股 | +292股+5.05% | 加仓 |
 泛林集团LRCX |
| 0.94% | 0.6% | $189.5万 | 4,372股 | $89.4万 | 4,182股 | +190股+4.54% | 加仓 |
 GE VernovaGEV |
| 0.85% | 0.78% | $170.8万 | 1,453股 | $116.4万 | 1,333股 | +120股+9.00% | 加仓 |
 ServiceNowNOW |
| 0.8% | — | $161.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 伊顿ETN |
| 0.69% | 0.76% | $139.4万 | 3,271股 | $112.6万 | 3,149股 | +122股+3.87% | 加仓 |
| IIBMIBM |
| 0.69% | 0.81% | $139.4万 | 4,956股 | $120.1万 | 4,956股 | 00.00% | 持仓不变 |
 FLOWSERVEFLS |
| 0.68% | 0.86% | $136.2万 | 1.8万股 | $127.3万 | 1.7万股 | +1,052股+6.08% | 加仓 |
 艾默生电气EMR |
| 0.62% | 0.73% | $125.0万 | 8,734股 | $108.0万 | 8,240股 | +494股+6.00% | 加仓 |
| CCRHCRH |
| 0.6% | 0.81% | $121.3万 | 1.1万股 | $120.5万 | 1.1万股 | -120股-1.05% | 减仓 |
 TECHNIPFMC COMFTI |
| 0.6% | 0.81% | $119.8万 | 1.8万股 | $120.6万 | 1.7万股 | +630股+3.61% | 加仓 |
 GE航空GE |
| 0.59% | 0.6% | $119.1万 | 3,188股 | $88.6万 | 3,122股 | +66股+2.11% | 加仓 |
 卡特彼勒CAT |
| 0.57% | 0.44% | $113.9万 | 1,069股 | $65.4万 | 923股 | +146股+15.82% | 加仓 |
| T赛默飞世尔TMO |
| 0.54% | 0.67% | $109.1万 | 2,176股 | $100.4万 | 2,043股 | +133股+6.51% | 加仓 |
 科磊KLAC |
| 0.48% | 0.29% | $97.3万 | 3,226股 | $42.9万 | 291股 | +2,935股+1,008.59% | 加仓 |
 ADOBE COMADBE |
| 0.47% | 0.49% | $93.8万 | 4,572股 | $73.1万 | 3,008股 | +1,564股+51.99% | 加仓 |
| V先锋领航指数基金VTV |
| 0.44% | 0.57% | $87.9万 | 4,035股 | $85.1万 | 4,335股 | -300股-6.92% | 减仓 |
 QUANTA SVCSPWR |
| 0.42% | 0.92% | $84.2万 | 1,169股 | $136.4万 | 2,483股 | -1,314股-52.92% | 减仓 |
| IiShares安硕信托GVI |
| 0.41% | 0.55% | $82.9万 | 7,700股 | $82.3万 | 7,753股 | -53股-0.68% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.41% | 0.47% | $81.7万 | 973股 | $69.6万 | 1,708股 | -735股-43.03% | 减仓 |
 AMGEN COMAMGN |
| 0.4% | 0.5% | $80.5万 | 2,222股 | $74.3万 | 2,111股 | +111股+5.26% | 加仓 |
 万事达MA |
| 0.38% | 0.4% | $77.0万 | 1,498股 | $59.4万 | 1,187股 | +311股+26.20% | 加仓 |
 嘉信理财SCHW |
| 0.36% | 0.49% | $71.5万 | 7,750股 | $72.8万 | 7,750股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.34% | 0.36% | $68.8万 | 2,271股 | $54.2万 | 2,280股 | -9股-0.39% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.3% | 0.35% | $59.7万 | 3,773股 | $52.7万 | 4,123股 | -350股-8.49% | 减仓 |
 Arista网络ANET |
| 0.29% | 0.26% | $59.1万 | 3,477股 | $38.2万 | 3,108股 | +369股+11.87% | 加仓 |
| V先锋领航·TOTALBND |
| 0.26% | 0.39% | $51.9万 | 7,074股 | $58.3万 | 7,917股 | -843股-10.65% | 减仓 |
