 AMD超威AMD |
| 8.27% | 5.07% | $4,518.3万 | 7.8万股 | $2,238.6万 | 11.0万股 | -3.2万股-29.32% | 减仓 |
 苹果AAPL |
| 6.57% | 7.26% | $3,590.5万 | 12.4万股 | $3,203.6万 | 12.6万股 | -2,147股-1.70% | 减仓 |
 谷歌AGOOGL |
| 6.46% | 6.22% | $3,530.6万 | 9.9万股 | $2,742.9万 | 9.5万股 | +3,410股+3.58% | 加仓 |
 礼来LLY |
| 5.84% | 5.53% | $3,192.0万 | 2.7万股 | $2,439.0万 | 2.7万股 | +95股+0.36% | 加仓 |
| EENTREPRENEURSHARES SERIES TRXOVR |
| 4.72% | — | $2,582.8万 | 122.7万股 | $0 | 0股 | +122.7万股 | 新买入 |
 亚马逊AMZN |
| 3.89% | 3.56% | $2,125.3万 | 8.9万股 | $1,572.0万 | 7.5万股 | +1.4万股+18.14% | 加仓 |
 布鲁克菲尔德BN |
| 3.48% | 4.07% | $1,904.2万 | 44.7万股 | $1,796.9万 | 44.4万股 | +3,100股+0.70% | 加仓 |
 微软MSFT |
| 3.42% | 4.4% | $1,868.1万 | 5.0万股 | $1,940.6万 | 5.2万股 | -2,343股-4.47% | 减仓 |
 MCKESSON COMMCK |
| 2.96% | 4.63% | $1,617.7万 | 2.1万股 | $2,044.8万 | 2.4万股 | -2,220股-9.39% | 减仓 |
 高盛GS |
| 2.66% | 2.76% | $1,456.4万 | 1.4万股 | $1,218.2万 | 1.4万股 | 00.00% | 持仓不变 |
 好市多COST |
| 2.12% | 2.78% | $1,156.9万 | 1.2万股 | $1,227.3万 | 1.2万股 | +50股+0.41% | 加仓 |
 史丹利百得SWK |
| 2.1% | 1.96% | $1,147.0万 | 12.2万股 | $866.9万 | 12.2万股 | -125股-0.10% | 减仓 |
 博通AVGO |
| 2.09% | 2.2% | $1,142.0万 | 3.0万股 | $972.8万 | 3.1万股 | -1,200股-3.82% | 减仓 |
 英伟达NVDA |
| 1.97% | 2.68% | $1,077.2万 | 5.4万股 | $1,183.6万 | 6.8万股 | -1.4万股-20.67% | 减仓 |
| IiShares安硕IEMG |
| 1.93% | 1.99% | $1,053.3万 | 12.7万股 | $878.5万 | 12.6万股 | +1,200股+0.95% | 加仓 |
 欧特克ADSK |
| 1.76% | 3.42% | $961.1万 | 4.9万股 | $1,507.6万 | 6.3万股 | -1.4万股-21.50% | 减仓 |
 特灵科技TT |
| 1.73% | 1.82% | $945.5万 | 1.9万股 | $802.2万 | 1.9万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.62% | 2.04% | $887.2万 | 1.6万股 | $901.1万 | 1.6万股 | 00.00% | 持仓不变 |
 WEYERHAEUSERWY |
| 1.59% | 1.99% | $869.0万 | 36.3万股 | $877.0万 | 35.9万股 | +4,000股+1.11% | 加仓 |
| TTERADYNETER |
| 1.48% | 0.52% | $806.8万 | 1.7万股 | $228.4万 | 7,705股 | +8,970股+116.42% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.46% | 1.78% | $796.6万 | 8.7万股 | $783.5万 | 8.5万股 | +1,625股+1.91% | 加仓 |
 VisaV |
| 1.43% | 2.22% | $780.1万 | 2.3万股 | $980.4万 | 3.2万股 | -9,700股-29.90% | 减仓 |
 CrowdStrikeCRWD |
| 1.4% | 0.88% | $763.1万 | 1.0万股 | $390.4万 | 1.0万股 | 00.00% | 持仓不变 |
| AASTERA LABSALAB |
| 1.31% | — | $714.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 万事达MA |
| 1.26% | 1.54% | $688.1万 | 1.3万股 | $679.9万 | 1.4万股 | -210股-1.54% | 减仓 |
 IRENIREN |
| 1.23% | 0.64% | $674.5万 | 14.8万股 | $280.4万 | 8.2万股 | +6.6万股+80.32% | 加仓 |
 艾伯维ABBV |
| 1.2% | 1.3% | $655.2万 | 2.6万股 | $572.8万 | 2.6万股 | -300股-1.14% | 减仓 |
 美光科技MU |
| 1.14% | 0.85% | $620.8万 | 5,378股 | $377.0万 | 1.1万股 | -5,780股-51.80% | 减仓 |
 新思科技SNPS |
| 1.09% | 1.2% | $597.7万 | 1.3万股 | $531.3万 | 1.3万股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| 1.09% | 1.37% | $594.1万 | 3,500股 | $605.2万 | 3,500股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 1.05% | 0.77% | $572.6万 | 2.3万股 | $339.3万 | 2.3万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 1.02% | 0.84% | $559.0万 | 2,810股 | $371.2万 | 2,810股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.97% | 1.06% | $530.8万 | 1.3万股 | $469.4万 | 1.3万股 | -5股-0.04% | 减仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.96% | 0.9% | $524.1万 | 20.5万股 | $398.5万 | 26.6万股 | -6.2万股-23.12% | 减仓 |
| SSOLARIS ENERGY INFRASSEI |
| 0.91% | 1.08% | $496.4万 | 6.2万股 | $474.7万 | 8.4万股 | -2.2万股-26.55% | 减仓 |
| RRiot PlatformsRIOT |
| 0.89% | 0.31% | $488.5万 | 17.8万股 | $137.2万 | 11.1万股 | +6.7万股+60.72% | 加仓 |
| UUnityU |
| 0.88% | — | $483.0万 | 16.9万股 | $0 | 0股 | +16.9万股 | 新买入 |
 财捷INTU |
| 0.88% | 2.96% | $479.5万 | 1.8万股 | $1,305.6万 | 3.0万股 | -1.2万股-39.16% | 减仓 |
| T赛默飞世尔TMO |
| 0.86% | 1.12% | $471.1万 | 9,397股 | $493.7万 | 1.0万股 | -648股-6.45% | 减仓 |
 EQTEQT |
| 0.84% | 2.1% | $459.9万 | 8.7万股 | $928.5万 | 14.6万股 | -5.9万股-40.71% | 减仓 |
 安费诺APH |
| 0.8% | — | $437.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 星座能源CEG |
| 0.68% | 0.95% | $372.6万 | 1.5万股 | $418.9万 | 1.5万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.62% | 0.66% | $336.6万 | 6,726股 | $290.7万 | 6,066股 | +660股+10.88% | 加仓 |
| IiShares安硕EWJ |
| 0.61% | 0.69% | $334.8万 | 3.6万股 | $303.1万 | 3.6万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.57% | 0.64% | $313.6万 | 9,581股 | $281.8万 | 9,580股 | +1股+0.01% | 加仓 |
 Roper科技ROP |
| 0.56% | 0.72% | $304.0万 | 8,985股 | $317.9万 | 8,985股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.55% | 0.32% | $299.4万 | 8,780股 | $141.4万 | 8,820股 | -40股-0.45% | 减仓 |
| CCleanSparkCLSK |
| 0.55% | — | $299.3万 | 20.6万股 | $0 | 0股 | +20.6万股 | 新买入 |
 DANAHER DEL COMDHR |
| 0.51% | 0.78% | $276.3万 | 1.5万股 | $343.5万 | 1.8万股 | -3,616股-19.96% | 减仓 |
| Q高通QCOM |
| 0.5% | — | $276.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
