| V先锋领航指数基金VOO |
| 24.94% | 22.77% | $184.75亿 | 2,508.8万股 | $135.51亿 | 2,347.7万股 | +161.1万股+6.86% | 加仓 |
| SSPDR标普500 ETFSPY |
| 21.17% | 22.95% | $156.82亿 | 2,100.0万股 | $136.57亿 | 2,100.0万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 3.34% | 5.52% | $24.77亿 | 518.6万股 | $32.85亿 | 972.2万股 | -453.5万股-46.65% | 减仓 |
 泛林集团LRCX |
| 3.1% | 1.86% | $22.97亿 | 530.0万股 | $11.08亿 | 518.5万股 | +11.5万股+2.22% | 加仓 |
 科磊KLAC |
| 2.35% | 1.93% | $17.38亿 | 575.9万股 | $11.50亿 | 78.1万股 | +497.8万股+637.49% | 加仓 |
 英伟达NVDA |
| 2.34% | 3.12% | $17.36亿 | 867.4万股 | $18.56亿 | 1,063.9万股 | -196.5万股-18.47% | 减仓 |
 亚马逊AMZN |
| 2.19% | 2.8% | $16.23亿 | 680.8万股 | $16.68亿 | 800.8万股 | -120.0万股-14.98% | 减仓 |
 微软MSFT |
| 1.84% | 0.75% | $13.62亿 | 365.1万股 | $4.45亿 | 120.1万股 | +245.0万股+203.97% | 加仓 |
 谷歌AGOOGL |
| 1.78% | 2.44% | $13.17亿 | 368.6万股 | $14.55亿 | 505.9万股 | -137.2万股-27.13% | 减仓 |
 AMD超威AMD |
| 1.57% | 0.68% | $11.64亿 | 200.5万股 | $4.07亿 | 200.0万股 | +4,510股+0.23% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.49% | 0.76% | $11.03亿 | 1,209.8万股 | $4.52亿 | 700.0万股 | +509.8万股+72.83% | 加仓 |
 Meta平台META |
| 1.48% | 2.06% | $10.96亿 | 194.5万股 | $12.27亿 | 214.5万股 | -20.0万股-9.32% | 减仓 |
 应用材料AMAT |
| 1.47% | — | $10.88亿 | 150.5万股 | $0 | 0股 | +150.5万股 | 新买入 |
| TTERADYNETER |
| 1.41% | 1.39% | $10.47亿 | 216.3万股 | $8.27亿 | 279.0万股 | -62.7万股-22.46% | 减仓 |
 安费诺APH |
| 1.36% | 0.98% | $10.11亿 | 573.1万股 | $5.83亿 | 461.8万股 | +111.3万股+24.11% | 加仓 |
 博通AVGO |
| 1.33% | 1.27% | $9.82亿 | 260.0万股 | $7.56亿 | 244.3万股 | +15.7万股+6.42% | 加仓 |
 英特尔INTC |
| 1.32% | 0.52% | $9.80亿 | 701.8万股 | $3.09亿 | 700.0万股 | +1.8万股+0.26% | 加仓 |
 苹果AAPL |
| 1.19% | 1.57% | $8.84亿 | 305.6万股 | $9.36亿 | 368.9万股 | -63.3万股-17.17% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.11% | 1.11% | $8.22亿 | 206.9万股 | $6.58亿 | 206.7万股 | +2,000股+0.10% | 加仓 |
 Arm控股ARM |
| 1.06% | — | $7.84亿 | 221.2万股 | $0 | 0股 | +221.2万股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.82% | 0.76% | $6.09亿 | 162.3万股 | $4.51亿 | 162.3万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.79% | 0.74% | $5.83亿 | 500.0万股 | $4.39亿 | 300.0万股 | +200.0万股+66.67% | 加仓 |
 特斯拉TSLA |
| 0.77% | 0.69% | $5.68亿 | 135.0万股 | $4.09亿 | 110.0万股 | +25.0万股+22.73% | 加仓 |
 新思科技SNPS |
| 0.77% | 1.05% | $5.67亿 | 127.1万股 | $6.22亿 | 156.9万股 | -29.8万股-19.01% | 减仓 |
| DDOORDASHDASH |
| 0.75% | 0.7% | $5.54亿 | 300.3万股 | $4.18亿 | 278.3万股 | +22.0万股+7.90% | 加仓 |
 BOOKING COMBKNG |
| 0.75% | 1.06% | $5.53亿 | 310.0万股 | $6.32亿 | 15.0万股 | +295.0万股+1,966.67% | 加仓 |
 ShopifySHOP |
| 0.69% | 0.8% | $5.14亿 | 450.0万股 | $4.74亿 | 400.0万股 | +50.0万股+12.50% | 加仓 |
 VisaV |
| 0.68% | 0.75% | $5.04亿 | 146.9万股 | $4.44亿 | 146.9万股 | 00.00% | 持仓不变 |
 TwilioTWLO |
| 0.65% | 0.39% | $4.82亿 | 233.6万股 | $2.32亿 | 184.0万股 | +49.6万股+26.94% | 加仓 |
| NNOKIA SPONSORED ADRNOK |
| 0.65% | — | $4.78亿 | 3,600.0万股 | $0 | 0股 | +3,600.0万股 | 新买入 |
| MMKSMKSI |
| 0.64% | — | $4.77亿 | 107.2万股 | $0 | 0股 | +107.2万股 | 新买入 |
 VertivVRT |
| 0.64% | 1.05% | $4.76亿 | 142.2万股 | $6.27亿 | 250.2万股 | -108.0万股-43.17% | 减仓 |
 ExpediaEXPE |
| 0.63% | 0.96% | $4.67亿 | 182.5万股 | $5.72亿 | 247.5万股 | -65.0万股-26.26% | 减仓 |
 Vulcan材料VMC |
| 0.59% | 0.68% | $4.36亿 | 147.9万股 | $4.03亿 | 147.9万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.57% | 0.75% | $4.24亿 | 280.0万股 | $4.47亿 | 280.0万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.54% | 0.65% | $4.00亿 | 77.8万股 | $3.89亿 | 77.8万股 | 00.00% | 持仓不变 |
 BWX科技BWXT |
| 0.53% | 0.6% | $3.94亿 | 202.3万股 | $3.56亿 | 173.9万股 | +28.3万股+16.29% | 加仓 |
 希尔顿HLT |
| 0.53% | 0.73% | $3.92亿 | 118.5万股 | $4.33亿 | 142.5万股 | -24.0万股-16.84% | 减仓 |
 EntergyETR |
| 0.52% | 0.63% | $3.84亿 | 334.1万股 | $3.74亿 | 332.6万股 | +1.5万股+0.45% | 加仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.5% | — | $3.67亿 | 110.0万股 | $0 | 0股 | +110.0万股 | 新买入 |
 万豪MAR |
| 0.49% | 0.87% | $3.65亿 | 98.5万股 | $5.15亿 | 157.5万股 | -59.0万股-37.46% | 减仓 |
 马丁玛丽埃塔MLM |
| 0.49% | 0.74% | $3.62亿 | 62.7万股 | $4.40亿 | 74.7万股 | -12.0万股-16.06% | 减仓 |
 EquinixEQIX |
| 0.47% | 0.39% | $3.48亿 | 33.4万股 | $2.29亿 | 23.4万股 | +10.0万股+42.78% | 加仓 |
 星座能源CEG |
| 0.43% | 0.65% | $3.19亿 | 128.5万股 | $3.84亿 | 137.5万股 | -9.0万股-6.55% | 减仓 |
 优步UBER |
| 0.42% | 0.47% | $3.13亿 | 433.6万股 | $2.78亿 | 386.1万股 | +47.5万股+12.30% | 加仓 |
 VistraVST |
| 0.42% | 0.64% | $3.09亿 | 194.6万股 | $3.83亿 | 254.6万股 | -60.0万股-23.56% | 减仓 |
 QUANTA SVCSPWR |
| 0.39% | 0.37% | $2.89亿 | 40.1万股 | $2.20亿 | 40.1万股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.35% | — | $2.61亿 | 102.0万股 | $0 | 0股 | +102.0万股 | 新买入 |
| CCARLYLE COMCG |
| 0.34% | 0.48% | $2.50亿 | 594.1万股 | $2.88亿 | 594.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.32% | 0.17% | $2.38亿 | 37.1万股 | $1.02亿 | 31.1万股 | +6.1万股+19.47% | 加仓 |
