 特斯拉TSLA |
| 16.61% | 16.16% | $3,853.9万 | 9.2万股 | $2,603.3万 | 7.0万股 | +2.2万股+30.85% | 加仓 |
 美光科技MU |
| 14.95% | — | $3,469.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 11.39% | 14.3% | $2,644.1万 | 3.5万股 | $2,304.1万 | 3.5万股 | -22股-0.06% | 减仓 |
 Meta平台META |
| 6.74% | 10.27% | $1,563.3万 | 2.8万股 | $1,654.2万 | 2.9万股 | -1,160股-4.01% | 减仓 |
| SSPDR道富系列信托BIL |
| 4.93% | 0.44% | $1,144.4万 | 12.5万股 | $70.1万 | 7,650股 | +11.7万股+1,532.43% | 加仓 |
| V先锋领航指数基金VOO |
| 4.52% | 5.67% | $1,049.8万 | 1.5万股 | $913.4万 | 1.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 3.83% | 4.21% | $889.7万 | 2.5万股 | $677.7万 | 2.4万股 | +1,327股+5.63% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.38% | 3.75% | $783.5万 | 2.2万股 | $604.4万 | 2.1万股 | +1,106股+5.25% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 2.31% | — | $536.4万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| IiShares安硕URTH |
| 2.24% | 2.87% | $520.5万 | 2.6万股 | $462.4万 | 2.6万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 1.66% | 2.1% | $384.3万 | 2.4万股 | $338.0万 | 2.4万股 | +51股+0.21% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.61% | 2.23% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.05% | 1.34% | $244.5万 | 2.2万股 | $215.5万 | 2.2万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 1.05% | 0.85% | $243.3万 | 5,094股 | $136.6万 | 4,041股 | +1,053股+26.06% | 加仓 |
 思科CSCO |
| 1.01% | — | $234.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.92% | 1.55% | $214.1万 | 5,813股 | $250.1万 | 5,813股 | 00.00% | 持仓不变 |
| FFRESHWORKSFRSH |
| 0.89% | 0.76% | $206.6万 | 20.4万股 | $121.7万 | 15.2万股 | +5.3万股+34.72% | 加仓 |
| V先锋领航指数基金VB |
| 0.84% | 1.05% | $195.7万 | 6,455股 | $169.0万 | 6,451股 | +4股+0.06% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.82% | 1.07% | $191.3万 | 2.7万股 | $172.3万 | 2.7万股 | -37股-0.14% | 减仓 |
 英伟达NVDA |
| 0.81% | 1.25% | $186.9万 | 9,341股 | $201.7万 | 1.2万股 | -2,226股-19.24% | 减仓 |
 苹果AAPL |
| 0.76% | 0.95% | $176.2万 | 6,088股 | $153.5万 | 6,046股 | +42股+0.69% | 加仓 |
| BBILLBILL |
| 0.71% | 1.08% | $165.0万 | 4.6万股 | $174.8万 | 4.6万股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.69% | 0.92% | $160.1万 | 1.0万股 | $147.9万 | 1.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.67% | 0.22% | $155.7万 | 6,531股 | $35.5万 | 1,706股 | +4,825股+282.83% | 加仓 |
| TTOAST CL ATOST |
| 0.66% | 0.9% | $153.0万 | 5.5万股 | $145.8万 | 5.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.65% | 0.81% | $149.8万 | 2,000股 | $130.6万 | 2,000股 | 00.00% | 持仓不变 |
 WorkdayWDAY |
| 0.6% | 0.58% | $139.7万 | 1.1万股 | $92.8万 | 7,140股 | +4,271股+59.82% | 加仓 |
 BLACKLINEBL |
| 0.59% | 0.37% | $138.1万 | 4.9万股 | $59.6万 | 1.6万股 | +3.3万股+205.11% | 加仓 |
| IiShares安硕信托AGG |
| 0.58% | 0.83% | $133.5万 | 1.3万股 | $133.9万 | 1.3万股 | 00.00% | 持仓不变 |
| KKRANESHARES TRUSTKBA |
| 0.56% | — | $129.3万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.75% | $125.8万 | 2,514股 | $120.5万 | 2,514股 | 00.00% | 持仓不变 |
| CCIRCLE INTERNET COM CL ACRCL |
| 0.54% | 1.18% | $125.3万 | 2.0万股 | $190.8万 | 2.0万股 | 00.00% | 持仓不变 |
| SSIMILARWEBSMWB |
| 0.54% | 0.33% | $124.3万 | 20.3万股 | $52.9万 | 20.3万股 | 00.00% | 持仓不变 |
 HubSpotHUBS |
| 0.5% | 0.97% | $116.6万 | 6,388股 | $155.9万 | 6,388股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.46% | 0.63% | $106.9万 | 6,823股 | $101.4万 | 5,431股 | +1,392股+25.63% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.46% | 0.65% | $105.6万 | 5.5万股 | $105.0万 | 5.4万股 | +818股+1.50% | 加仓 |
 微软MSFT |
| 0.45% | 0.65% | $105.3万 | 2,823股 | $104.4万 | 2,822股 | +1股+0.04% | 加仓 |
 高盛GS |
| 0.43% | 0.54% | $99.2万 | 981股 | $87.2万 | 1,031股 | -50股-4.85% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.4% | 0.6% | $93.6万 | 2.5万股 | $96.0万 | 2.5万股 | +82股+0.32% | 加仓 |
 ALKAMI TECHNOLOGYALKT |
| 0.38% | 0.47% | $88.2万 | 4.9万股 | $76.2万 | 4.9万股 | 00.00% | 持仓不变 |
| SSPROUT SOCIALSPT |
| 0.36% | 0.39% | $83.4万 | 11.1万股 | $63.0万 | 11.1万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.36% | 0.47% | $83.4万 | 3,919股 | $75.1万 | 3,911股 | +8股+0.20% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.35% | 0.46% | $81.7万 | 1.1万股 | $73.5万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.35% | 0.43% | $80.3万 | 2,195股 | $69.8万 | 2,193股 | +2股+0.09% | 加仓 |
| KKLAVIYOKVYO |
| 0.33% | 0.62% | $77.2万 | 5.1万股 | $99.4万 | 5.1万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.31% | 0.52% | $72.2万 | 3.0万股 | $84.2万 | 3.0万股 | 00.00% | 持仓不变 |
| WWORKIVAWK |
| 0.31% | 0.55% | $71.8万 | 1.5万股 | $88.3万 | 1.5万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.28% | — | $66.1万 | 6,658股 | $0 | 0股 | +6,658股 | 新买入 |
 美国运通AXP |
| 0.28% | — | $66.0万 | 1,950股 | $0 | 0股 | +1,950股 | 新买入 |
 VisaV |
| 0.27% | 0.35% | $63.3万 | 1,844股 | $55.7万 | 1,844股 | 00.00% | 持仓不变 |
