 谷歌AGOOGL |
| 8.83% | 9.04% | $5,979.2万 | 16.7万股 | $4,928.8万 | 17.1万股 | -4,091股-2.39% | 减仓 |
 亚马逊AMZN |
| 5.36% | 5.99% | $3,628.0万 | 15.2万股 | $3,267.7万 | 15.7万股 | -4,674股-2.98% | 减仓 |
 英伟达NVDA |
| 4.98% | 5.02% | $3,370.2万 | 16.8万股 | $2,739.8万 | 15.7万股 | +1.1万股+7.22% | 加仓 |
 博通AVGO |
| 4.67% | 5.3% | $3,160.1万 | 8.4万股 | $2,890.8万 | 9.3万股 | -9,745股-10.43% | 减仓 |
| DDOORDASHDASH |
| 4.49% | 1.75% | $3,036.5万 | 16.5万股 | $955.0万 | 6.4万股 | +10.1万股+158.73% | 加仓 |
| OOCULAR THERAPEUTIXOCUL |
| 3.59% | 3.64% | $2,431.6万 | 247.6万股 | $1,982.5万 | 234.1万股 | +13.6万股+5.79% | 加仓 |
 微软MSFT |
| 3.16% | 3.89% | $2,137.9万 | 5.7万股 | $2,123.3万 | 5.7万股 | -49股-0.09% | 减仓 |
 台积电TSM |
| 2.69% | 2.39% | $1,821.4万 | 3.8万股 | $1,304.1万 | 3.9万股 | -450股-1.17% | 减仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 2.56% | 2.98% | $1,733.0万 | 60.7万股 | $1,623.7万 | 62.7万股 | -2.1万股-3.32% | 减仓 |
| FFLEXFLEX |
| 2.38% | 1.19% | $1,609.0万 | 9.9万股 | $651.1万 | 9.9万股 | -191股-0.19% | 减仓 |
 VisaV |
| 2.3% | 2.68% | $1,557.7万 | 4.5万股 | $1,462.9万 | 4.8万股 | -3,000股-6.20% | 减仓 |
| AALASKA AIRALK |
| 2.28% | 1.82% | $1,543.1万 | 29.6万股 | $991.6万 | 27.0万股 | +2.6万股+9.65% | 加仓 |
 第一资本COF |
| 1.91% | 1.61% | $1,295.1万 | 6.5万股 | $880.6万 | 4.8万股 | +1.6万股+33.74% | 加仓 |
 Meta平台META |
| 1.76% | 2.2% | $1,188.6万 | 2.1万股 | $1,199.8万 | 2.1万股 | +130股+0.62% | 加仓 |
 优步UBER |
| 1.69% | 2.09% | $1,141.2万 | 15.8万股 | $1,137.6万 | 15.8万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.56% | 1.48% | $1,055.5万 | 8,800股 | $804.8万 | 8,750股 | +50股+0.57% | 加仓 |
 沃尔玛WMT |
| 1.25% | 1.69% | $845.5万 | 7.5万股 | $919.4万 | 7.4万股 | +670股+0.91% | 加仓 |
 家得宝HD |
| 1.24% | 1.43% | $838.2万 | 2.4万股 | $781.7万 | 2.4万股 | 00.00% | 持仓不变 |
 EQTEQT |
| 1.19% | 1.78% | $808.9万 | 15.2万股 | $968.2万 | 15.2万股 | 00.00% | 持仓不变 |
| GGlobal X·URANIUM ETFURA |
| 1.19% | 1.64% | $808.9万 | 18.5万股 | $896.4万 | 18.5万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.13% | 1.23% | $762.1万 | 2.6万股 | $668.4万 | 2.6万股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 1.12% | 1.28% | $761.4万 | 4.2万股 | $700.5万 | 4.2万股 | -281股-0.66% | 减仓 |
 特斯拉TSLA |
| 1.04% | 1.09% | $701.5万 | 1.7万股 | $595.4万 | 1.6万股 | +664股+4.15% | 加仓 |
 迈威尔MRVL |
| 1.01% | 0.54% | $685.6万 | 2.3万股 | $292.3万 | 3.0万股 | -6,500股-22.02% | 减仓 |
 Arista网络ANET |
| 1% | 0.15% | $677.8万 | 4.0万股 | $82.5万 | 6,720股 | +3.3万股+493.75% | 加仓 |
 万事达MA |
| 0.94% | 1.13% | $635.0万 | 1.2万股 | $617.8万 | 1.2万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.84% | 0.84% | $567.6万 | 1.6万股 | $460.8万 | 1.6万股 | 00.00% | 持仓不变 |
| EEMBRAER S.AFGM |
| 0.75% | 0.78% | $508.8万 | 8.0万股 | $422.8万 | 7.1万股 | +8,500股+11.93% | 加仓 |
 VISTA ENERGY S.A.B. DE C.VVIST |
| 0.75% | 1.15% | $505.1万 | 7.9万股 | $624.8万 | 8.3万股 | -3,612股-4.36% | 减仓 |
 天弘CLS |
| 0.7% | — | $473.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.68% | 0.74% | $463.4万 | 6,205股 | $403.8万 | 6,209股 | -4股-0.06% | 减仓 |
 壳牌SHEL |
| 0.65% | 0.96% | $437.9万 | 5.6万股 | $525.2万 | 5.6万股 | 00.00% | 持仓不变 |
| CCOPACPA |
| 0.63% | 0.58% | $425.1万 | 2.7万股 | $317.3万 | 2.8万股 | -600股-2.15% | 减仓 |
 TJXTJX |
| 0.58% | 0.76% | $395.4万 | 2.6万股 | $416.8万 | 2.6万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.58% | 0.69% | $391.0万 | 7,813股 | $374.4万 | 7,813股 | 00.00% | 持仓不变 |
 捷普JBL |
| 0.56% | — | $381.6万 | 9,900股 | $0 | 0股 | +9,900股 | 新买入 |
 BOSTON SCIENTIFIC COMBSX |
| 0.54% | 0.64% | $366.6万 | 8.6万股 | $347.6万 | 5.5万股 | +3.1万股+55.05% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.54% | 0.95% | $364.9万 | 2.3万股 | $520.5万 | 3.6万股 | -1.3万股-35.21% | 减仓 |
 派克汉尼汾PH |
| 0.52% | 0.43% | $354.8万 | 3,627股 | $235.2万 | 2,627股 | +1,000股+38.07% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.49% | 0.52% | $333.5万 | 1,965股 | $282.7万 | 1,635股 | +330股+20.18% | 加仓 |
 好市多COST |
| 0.48% | 0.64% | $326.0万 | 3,485股 | $347.3万 | 3,485股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.48% | 0.66% | $325.9万 | 2.8万股 | $360.4万 | 4.6万股 | -1.9万股-40.26% | 减仓 |
 ANTERO RESOURCESAR |
| 0.47% | — | $316.3万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 LumentumLITE |
| 0.44% | — | $300.3万 | 3,500股 | $0 | 0股 | +3,500股 | 新买入 |
 GE VernovaGEV |
| 0.44% | 0.21% | $299.6万 | 2,550股 | $113.5万 | 1,300股 | +1,250股+96.15% | 加仓 |
 ALTRIAMO |
| 0.44% | 0.5% | $299.5万 | 4.2万股 | $274.7万 | 4.2万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.43% | 0.48% | $292.1万 | 8,925股 | $262.5万 | 8,925股 | 00.00% | 持仓不变 |
 MANNKINDMNKD |
| 0.4% | 0.19% | $267.5万 | 62.8万股 | $104.9万 | 42.8万股 | +20.0万股+46.73% | 加仓 |
| QQXOQXO |
| 0.37% | 0.05% | $249.4万 | 14.4万股 | $27.8万 | 1.4万股 | +13.0万股+908.46% | 加仓 |
| C花旗集团C |
| 0.36% | 1.09% | $246.3万 | 1.8万股 | $596.5万 | 5.3万股 | -3.5万股-66.54% | 减仓 |
