 英伟达NVDA |
| 7.59% | 7.6% | $4.09亿 | 207.9万股 | $3.71亿 | 208.6万股 | -6,776股-0.32% | 减仓 |
 苹果AAPL |
| 5.86% | 5.55% | $3.16亿 | 101.8万股 | $2.70亿 | 104.4万股 | -2.6万股-2.49% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.47% | 4.06% | $2.41亿 | 66.4万股 | $1.98亿 | 66.5万股 | -985股-0.15% | 减仓 |
 微软MSFT |
| 4.46% | 4.92% | $2.40亿 | 61.8万股 | $2.39亿 | 64.2万股 | -2.4万股-3.71% | 减仓 |
 亚马逊AMZN |
| 3.13% | 2.99% | $1.69亿 | 68.6万股 | $1.46亿 | 68.5万股 | +1,330股+0.19% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.95% | 2.96% | $1.59亿 | 21.3万股 | $1.44亿 | 21.9万股 | -5,814股-2.66% | 减仓 |
| IiShares安硕信托IVV |
| 2.44% | 2.32% | $1.32亿 | 17.5万股 | $1.13亿 | 17.1万股 | +4,809股+2.82% | 加仓 |
 摩根大通JPM |
| 2.05% | 1.99% | $1.10亿 | 32.6万股 | $9,700.6万 | 32.8万股 | -2,821股-0.86% | 减仓 |
 博通AVGO |
| 1.92% | 2.17% | $1.03亿 | 27.9万股 | $1.06亿 | 33.6万股 | -5.7万股-16.90% | 减仓 |
| IiShares安硕·COREIJH |
| 1.75% | 1.73% | $9,441.5万 | 125.1万股 | $8,407.1万 | 122.8万股 | +2.3万股+1.87% | 加仓 |
| IiShares安硕IEMG |
| 1.73% | 1.66% | $9,340.2万 | 117.1万股 | $8,093.1万 | 115.4万股 | +1.7万股+1.45% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.47% | 1.48% | $7,922.5万 | 111.9万股 | $7,187.7万 | 110.4万股 | +1.6万股+1.41% | 加仓 |
 VisaV |
| 1.37% | 1.32% | $7,376.1万 | 20.9万股 | $6,450.2万 | 21.3万股 | -3,218股-1.51% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.27% | 1.29% | $6,841.4万 | 116.2万股 | $6,272.1万 | 116.1万股 | +650股+0.06% | 加仓 |
 CrowdStrikeCRWD |
| 1.22% | 0.42% | $6,556.7万 | 8.6万股 | $2,055.9万 | 5.2万股 | +3.4万股+66.61% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.18% | 1.24% | $6,388.7万 | 12.7万股 | $6,029.8万 | 12.7万股 | +184股+0.15% | 加仓 |
 Meta平台META |
| 1.16% | 1.21% | $6,246.2万 | 10.1万股 | $5,912.6万 | 10.3万股 | -1,716股-1.66% | 减仓 |
 谷歌AGOOGL |
| 1.16% | 1.06% | $6,239.4万 | 17.0万股 | $5,169.1万 | 17.2万股 | -2,311股-1.34% | 减仓 |
 礼来LLY |
| 1.12% | 0.94% | $6,043.8万 | 4.9万股 | $4,559.8万 | 4.9万股 | -271股-0.55% | 减仓 |
| IiShares安硕信托IEFA |
| 1.07% | 1.09% | $5,784.3万 | 59.6万股 | $5,321.3万 | 57.9万股 | +1.7万股+2.96% | 加仓 |
| IiShares安硕·COREIJR |
| 0.9% | 0.84% | $4,864.3万 | 33.5万股 | $4,115.9万 | 32.6万股 | +8,195股+2.51% | 加仓 |
| I景顺QQQ信托VOO |
| 0.81% | 0.77% | $4,359.0万 | 6.1万股 | $3,750.0万 | 6.4万股 | -2,278股-3.57% | 减仓 |
 高盛GS |
| 0.8% | 0.74% | $4,318.9万 | 4.1万股 | $3,613.7万 | 4.2万股 | -316股-0.76% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.8% | 0.78% | $4,300.4万 | 10.5万股 | $3,813.1万 | 10.5万股 | -530股-0.50% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.79% | 0.81% | $4,283.2万 | 6.2万股 | $3,970.9万 | 6.4万股 | -1,269股-2.00% | 减仓 |
 雷神技术RTX |
| 0.78% | 0.86% | $4,204.9万 | 20.9万股 | $4,183.5万 | 21.1万股 | -1,495股-0.71% | 减仓 |
 特斯拉TSLA |
| 0.76% | 0.74% | $4,110.2万 | 10.2万股 | $3,582.9万 | 10.2万股 | +466股+0.46% | 加仓 |
 TJXTJX |
| 0.72% | 0.84% | $3,867.5万 | 25.1万股 | $4,109.3万 | 25.4万股 | -2,987股-1.18% | 减仓 |
 CloudflareNET |
| 0.71% | 0.61% | $3,811.0万 | 14.2万股 | $2,957.4万 | 14.0万股 | +2,120股+1.52% | 加仓 |
 美光科技MU |
| 0.7% | 0.24% | $3,763.0万 | 4.0万股 | $1,188.6万 | 3.1万股 | +8,636股+27.45% | 加仓 |
 默沙东MRK |
| 0.66% | 0.69% | $3,562.0万 | 27.6万股 | $3,384.5万 | 28.0万股 | -3,632股-1.30% | 减仓 |
| IiShares安硕信托IWC |
| 0.65% | 0.55% | $3,484.0万 | 17.7万股 | $2,689.9万 | 16.5万股 | +1.3万股+7.74% | 加仓 |
 雪佛龙CVX |
| 0.62% | 0.82% | $3,368.5万 | 19.4万股 | $4,005.2万 | 20.1万股 | -7,825股-3.89% | 减仓 |
 强生JNJ |
| 0.61% | 0.63% | $3,296.4万 | 12.3万股 | $3,090.2万 | 12.8万股 | -4,890股-3.81% | 减仓 |
| V先锋领航指数基金VOO |
| 0.59% | 0.58% | $3,210.3万 | 4.7万股 | $2,829.9万 | 4.7万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.59% | 0.53% | $3,162.0万 | 16.3万股 | $2,569.9万 | 13.4万股 | +2.9万股+21.73% | 加仓 |
 泛林集团LRCX |
| 0.58% | 0.3% | $3,107.5万 | 9.5万股 | $1,469.1万 | 6.7万股 | +2.9万股+43.11% | 加仓 |
 卡特彼勒CAT |
| 0.57% | 0.5% | $3,068.9万 | 3.3万股 | $2,414.4万 | 3.3万股 | -832股-2.49% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.55% | 0.57% | $2,948.4万 | 39股 | $2,794.4万 | 39股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.54% | 0.44% | $2,904.6万 | 13.2万股 | $2,132.6万 | 11.1万股 | +2.1万股+19.32% | 加仓 |
 好市多COST |
| 0.54% | 0.75% | $2,887.9万 | 3.0万股 | $3,638.2万 | 3.6万股 | -5,240股-14.67% | 减仓 |
 沃尔玛WMT |
| 0.53% | 0.67% | $2,869.5万 | 25.7万股 | $3,283.9万 | 25.9万股 | -1,740股-0.67% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.53% | 0.48% | $2,838.8万 | 11.2万股 | $2,327.3万 | 10.9万股 | +2,568股+2.35% | 加仓 |
 艾伯维ABBV |
| 0.51% | 0.46% | $2,748.2万 | 10.8万股 | $2,237.6万 | 10.8万股 | -336股-0.31% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.51% | 0.63% | $2,747.7万 | 9.3万股 | $3,090.4万 | 12.2万股 | -3.0万股-24.25% | 减仓 |
 Arm控股ARM |
| 0.51% | 0.07% | $2,743.2万 | 9.1万股 | $358.9万 | 2.4万股 | +6.7万股+278.46% | 加仓 |
 直觉外科ISRG |
| 0.49% | 0.47% | $2,644.0万 | 6.2万股 | $2,305.9万 | 5.1万股 | +1.1万股+21.45% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.48% | 0.49% | $2,584.1万 | 2.0万股 | $2,386.8万 | 2.0万股 | +76股+0.38% | 加仓 |
 UNITED RENTALSURI |
| 0.47% | 0.37% | $2,557.6万 | 2.4万股 | $1,783.9万 | 2.4万股 | -1股-0.00% | 减仓 |
 英特尔INTC |
| 0.47% | 0.15% | $2,519.0万 | 22.8万股 | $706.7万 | 13.9万股 | +8.9万股+63.98% | 加仓 |
