 英伟达NVDA |
| 16.31% | 17.4% | $7,229.9万 | 36.1万股 | $6,378.7万 | 36.6万股 | -4,421股-1.21% | 减仓 |
 苹果AAPL |
| 8.62% | 9.4% | $3,821.3万 | 13.2万股 | $3,444.6万 | 13.6万股 | -3,664股-2.70% | 减仓 |
 谷歌AGOOGL |
| 6.9% | 6.69% | $3,060.9万 | 8.6万股 | $2,453.8万 | 8.5万股 | +321股+0.38% | 加仓 |
 亚马逊AMZN |
| 5.83% | 6.23% | $2,583.2万 | 10.8万股 | $2,282.8万 | 11.0万股 | -1,227股-1.12% | 减仓 |
 CrowdStrikeCRWD |
| 5.71% | 3.52% | $2,529.7万 | 3.3万股 | $1,292.0万 | 3.3万股 | +56股+0.17% | 加仓 |
 QUANTA SVCSPWR |
| 4.7% | 4.31% | $2,084.1万 | 2.9万股 | $1,580.7万 | 2.9万股 | +152股+0.53% | 加仓 |
 礼来LLY |
| 4.65% | 4.14% | $2,059.6万 | 1.7万股 | $1,519.3万 | 1.7万股 | +653股+3.95% | 加仓 |
 微软MSFT |
| 4.48% | 5.38% | $1,985.2万 | 5.3万股 | $1,971.1万 | 5.3万股 | -29股-0.05% | 减仓 |
 博通AVGO |
| 2.83% | 2.7% | $1,254.0万 | 3.3万股 | $989.2万 | 3.2万股 | +1,235股+3.86% | 加仓 |
 GE VernovaGEV |
| 2.61% | 2.31% | $1,157.2万 | 9,849股 | $846.7万 | 9,700股 | +149股+1.54% | 加仓 |
 摩根大通JPM |
| 1.64% | 1.73% | $726.0万 | 2.2万股 | $633.0万 | 2.2万股 | +662股+3.08% | 加仓 |
 福泰制药VRTX |
| 1.58% | 1.77% | $699.1万 | 1.4万股 | $648.9万 | 1.5万股 | -457股-3.15% | 减仓 |
 康宁GLW |
| 1.57% | 1.01% | $697.3万 | 2.7万股 | $371.3万 | 2.7万股 | -6股-0.02% | 减仓 |
| C花旗集团C |
| 1.55% | 1.44% | $685.3万 | 4.9万股 | $526.7万 | 4.6万股 | +2,520股+5.43% | 加仓 |
 相干公司COHR |
| 1.35% | 0.97% | $597.3万 | 1.5万股 | $356.2万 | 1.5万股 | +186股+1.24% | 加仓 |
 AMD超威AMD |
| 1.19% | 0.5% | $526.1万 | 9,056股 | $184.6万 | 9,074股 | -18股-0.20% | 减仓 |
 GE航空GE |
| 1.18% | 1.04% | $524.7万 | 1.4万股 | $380.0万 | 1.3万股 | +649股+4.85% | 加仓 |
 卡特彼勒CAT |
| 1.15% | 0.93% | $511.3万 | 4,801股 | $340.1万 | 4,801股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.06% | 1.08% | $470.1万 | 1.3万股 | $397.0万 | 1.4万股 | -535股-3.87% | 减仓 |
 雷神技术RTX |
| 0.95% | 1.1% | $421.7万 | 2.2万股 | $404.4万 | 2.1万股 | +1,261股+6.01% | 加仓 |
 特斯拉TSLA |
| 0.87% | 0.91% | $386.8万 | 9,197股 | $331.9万 | 8,928股 | +269股+3.01% | 加仓 |
 ZscalerZS |
| 0.82% | 0.95% | $365.2万 | 2.6万股 | $347.9万 | 2.5万股 | +1,081股+4.36% | 加仓 |
 迈威尔MRVL |
| 0.75% | 0.3% | $334.5万 | 1.1万股 | $111.3万 | 1.1万股 | -12股-0.11% | 减仓 |
 好市多COST |
| 0.74% | 1.01% | $328.7万 | 3,514股 | $370.9万 | 3,722股 | -208股-5.59% | 减仓 |
 美国运通AXP |
| 0.73% | 0.16% | $323.3万 | 9,558股 | $57.9万 | 1,913股 | +7,645股+399.63% | 加仓 |
 UNIVERSAL DISPLAYOLED |
| 0.72% | 0.97% | $320.5万 | 3.7万股 | $354.5万 | 3.9万股 | -1,658股-4.29% | 减仓 |
 波音BA |
| 0.67% | 0.74% | $296.5万 | 1.4万股 | $270.3万 | 1.4万股 | +113股+0.83% | 加仓 |
 阿斯利康AZN |
| 0.66% | 0.7% | $293.5万 | 1.6万股 | $255.7万 | 1.3万股 | +2,513股+19.21% | 加仓 |
 万事达MA |
| 0.64% | 1.39% | $282.2万 | 5,495股 | $508.4万 | 1.0万股 | -4,679股-45.99% | 减仓 |
 迪尔DE |
| 0.58% | 0.62% | $257.2万 | 4,055股 | $228.4万 | 4,055股 | 00.00% | 持仓不变 |
 CENTRUS ENERGY CL ALEU |
| 0.54% | 0.64% | $237.8万 | 1.4万股 | $235.7万 | 1.4万股 | +585股+4.31% | 加仓 |
 恩智浦NXPI |
| 0.47% | 0.43% | $209.0万 | 7,438股 | $157.8万 | 8,014股 | -576股-7.19% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.46% | 0.51% | $203.5万 | 2.5万股 | $185.4万 | 2.3万股 | +1,339股+5.75% | 加仓 |
| Q高通QCOM |
| 0.45% | 0.44% | $200.3万 | 1.1万股 | $161.7万 | 1.3万股 | -1,714股-13.65% | 减仓 |
| BBANK OF AMERBAC |
| 0.44% | 0.45% | $193.0万 | 3.4万股 | $165.2万 | 3.4万股 | -28股-0.08% | 减仓 |
 Meta平台META |
| 0.43% | 0.56% | $190.6万 | 3,384股 | $206.5万 | 3,609股 | -225股-6.23% | 减仓 |
 LumentumLITE |
| 0.43% | 0.43% | $188.5万 | 2,197股 | $158.8万 | 2,259股 | -62股-2.74% | 减仓 |
 思科CSCO |
| 0.42% | 0.31% | $188.0万 | 1.6万股 | $113.0万 | 1.5万股 | +1,450股+9.96% | 加仓 |
 ServiceNowNOW |
| 0.41% | 0.47% | $183.6万 | 1.8万股 | $171.2万 | 1.6万股 | +2,112股+12.90% | 加仓 |
 自由港麦克莫兰FCX |
| 0.41% | 0.46% | $180.2万 | 2.9万股 | $170.0万 | 2.9万股 | -255股-0.88% | 减仓 |
| EENTEGRISENTG |
| 0.4% | 0.31% | $176.3万 | 9,801股 | $114.9万 | 9,801股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.4% | 0.41% | $175.6万 | 6,979股 | $151.8万 | 6,979股 | 00.00% | 持仓不变 |
 AMERICAN TOWER COMAMT |
| 0.35% | 0.48% | $154.2万 | 9,429股 | $175.0万 | 1.0万股 | -712股-7.02% | 减仓 |
 BWX科技BWXT |
| 0.34% | 0.44% | $152.6万 | 7,841股 | $160.8万 | 7,861股 | -20股-0.25% | 减仓 |
| V先锋领航指数基金VOO |
| 0.33% | 0.4% | $146.4万 | 2,131股 | $147.4万 | 2,467股 | -336股-13.62% | 减仓 |
| IiShares安硕信托IVV |
| 0.32% | 0.33% | $140.3万 | 1,874股 | $122.4万 | 1,874股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.28% | 0.41% | $123.7万 | 1.7万股 | $151.5万 | 2.1万股 | -3,921股-18.61% | 减仓 |
 AMGEN COMAMGN |
| 0.28% | 0.35% | $122.3万 | 3,378股 | $129.7万 | 3,687股 | -309股-8.38% | 减仓 |
 马丁玛丽埃塔MLM |
| 0.26% | 0.28% | $115.5万 | 2,003股 | $103.2万 | 1,753股 | +250股+14.26% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.26% | 0.17% | $115.2万 | 2,671股 | $61.1万 | 3,722股 | -1,051股-28.24% | 减仓 |
