 英伟达NVDA |
| 5.67% | 5.85% | $4,386.1万 | 21.9万股 | $4,045.7万 | 23.2万股 | -1.3万股-5.51% | 减仓 |
 阿斯麦ASML |
| 3.82% | 2.95% | $2,957.0万 | 1.5万股 | $2,038.5万 | 1.5万股 | -570股-3.69% | 减仓 |
 谷歌AGOOGL |
| 3.63% | 4.08% | $2,804.5万 | 7.8万股 | $2,819.8万 | 9.8万股 | -2.0万股-19.97% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 3.45% | 3.87% | $2,670.6万 | 55.3万股 | $2,673.9万 | 55.2万股 | +1,716股+0.31% | 加仓 |
 Arista网络ANET |
| 3.38% | 3.06% | $2,610.4万 | 15.4万股 | $2,115.0万 | 17.2万股 | -1.9万股-10.80% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 3.12% | 2.79% | $2,413.6万 | 25.1万股 | $1,928.1万 | 26.6万股 | -1.5万股-5.63% | 减仓 |
 康明斯CMI |
| 3.11% | 1.58% | $2,406.5万 | 3.4万股 | $1,093.1万 | 2.0万股 | +1.3万股+66.08% | 加仓 |
 EMCOREME |
| 3.05% | 3.2% | $2,357.6万 | 2.8万股 | $2,216.4万 | 3.0万股 | -1,612股-5.37% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.87% | 3.1% | $2,221.1万 | 4.4万股 | $2,145.7万 | 4.5万股 | -389股-0.87% | 减仓 |
 亚马逊AMZN |
| 2.64% | 2.7% | $2,038.3万 | 8.6万股 | $1,869.8万 | 9.0万股 | -4,257股-4.74% | 减仓 |
 PROGRESSIVEPGR |
| 2.43% | 2.47% | $1,882.8万 | 8.6万股 | $1,711.5万 | 8.6万股 | -144股-0.17% | 减仓 |
| IiShares安硕信托TIP |
| 2.42% | 2.72% | $1,869.9万 | 17.1万股 | $1,881.1万 | 17.0万股 | +421股+0.25% | 加仓 |
 好市多COST |
| 2.42% | 2.93% | $1,869.2万 | 2.0万股 | $2,029.1万 | 2.0万股 | -381股-1.87% | 减仓 |
 万事达MA |
| 2.38% | 2.63% | $1,838.9万 | 3.6万股 | $1,818.0万 | 3.6万股 | -579股-1.59% | 减仓 |
 苹果AAPL |
| 2.35% | 2.54% | $1,815.0万 | 6.3万股 | $1,755.4万 | 6.9万股 | -6,443股-9.31% | 减仓 |
 CINTAS COMCTAS |
| 2.23% | 2.52% | $1,726.1万 | 10.1万股 | $1,744.6万 | 10.3万股 | -1,658股-1.61% | 减仓 |
 Meta平台META |
| 2.2% | 2.61% | $1,700.5万 | 3.0万股 | $1,808.5万 | 3.2万股 | -1,421股-4.50% | 减仓 |
 新思科技SNPS |
| 2.12% | 2.14% | $1,642.1万 | 3.7万股 | $1,478.3万 | 3.7万股 | -473股-1.27% | 减仓 |
 直觉外科ISRG |
| 1.86% | 2.53% | $1,434.5万 | 3.6万股 | $1,753.1万 | 3.8万股 | -1,959股-5.15% | 减仓 |
 美光科技MU |
| 1.71% | 0.7% | $1,321.3万 | 1.1万股 | $487.5万 | 1.4万股 | -2,982股-20.67% | 减仓 |
 诺和诺德NVO |
| 1.7% | 1.99% | $1,310.9万 | 27.3万股 | $1,377.8万 | 37.5万股 | -10.1万股-27.07% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.6% | 2.69% | $1,239.9万 | 2.7万股 | $1,863.3万 | 3.8万股 | -1.1万股-29.72% | 减仓 |
| I景顺交易所交易基金IIBKLN |
| 1.46% | 1.63% | $1,128.8万 | 55.4万股 | $1,128.2万 | 55.3万股 | +1,403股+0.25% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.35% | 0.72% | $1,045.9万 | 1.2万股 | $494.9万 | 1.2万股 | +309股+2.54% | 加仓 |
 博通AVGO |
| 1.25% | — | $970.0万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 iShares安硕·MBSACGL |
| 1.23% | 1.38% | $953.8万 | 10.1万股 | $956.0万 | 10.1万股 | +223股+0.22% | 加仓 |
 ChipotleCMG |
| 1.17% | 1.23% | $903.4万 | 26.6万股 | $853.6万 | 26.7万股 | -997股-0.37% | 减仓 |
 芝加哥期权交易所CBOE |
| 1.03% | 0.29% | $798.6万 | 3.3万股 | $201.8万 | 7,179股 | +2.6万股+358.41% | 加仓 |
 财捷INTU |
| 0.87% | 1.83% | $669.7万 | 2.6万股 | $1,262.9万 | 2.9万股 | -3,547股-12.14% | 减仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.83% | 1.04% | $643.8万 | 40.5万股 | $720.6万 | 41.6万股 | -1.1万股-2.55% | 减仓 |
| IiShares安硕信托PFF |
| 0.83% | 0.92% | $642.5万 | 21.1万股 | $636.7万 | 21.0万股 | +746股+0.36% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.8% | 1.02% | $617.0万 | 3,113股 | $705.5万 | 5,116股 | -2,003股-39.15% | 减仓 |
| FFLEXSHARES ULTRA-SHORT INCOME FUNDRAVI |
| 0.77% | 0.86% | $596.0万 | 7.9万股 | $594.3万 | 7.9万股 | +208股+0.26% | 加仓 |
 天弘CLS |
| 0.76% | 0.81% | $584.0万 | 1.6万股 | $560.6万 | 2.0万股 | -3,892股-19.56% | 减仓 |
 KRYSTAL BIOTECHKRYS |
| 0.75% | 0.56% | $583.6万 | 1.6万股 | $387.2万 | 1.5万股 | +713股+4.76% | 加仓 |
| DDirexion Daily 20Plus Year Treasury Bear 3X SharesTMV |
| 0.71% | 0.8% | $549.3万 | 14.8万股 | $554.7万 | 14.8万股 | -252股-0.17% | 减仓 |
| EESCO TECHNOLOGIESESE |
| 0.64% | — | $495.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 ExelixisEXEL |
| 0.62% | 0.22% | $481.0万 | 8.8万股 | $154.3万 | 3.6万股 | +5.2万股+145.80% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.61% | 0.67% | $469.1万 | 4.7万股 | $466.8万 | 4.6万股 | +114股+0.25% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.6% | 0.67% | $465.3万 | 9.2万股 | $463.8万 | 9.2万股 | +289股+0.31% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.59% | 0.58% | $459.9万 | 4.3万股 | $397.9万 | 4.3万股 | -816股-1.88% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.59% | 0.66% | $455.4万 | 5.0万股 | $454.1万 | 5.0万股 | +135股+0.27% | 加仓 |
| IiShares安硕信托IVV |
| 0.58% | 0.55% | $449.6万 | 6,003股 | $379.0万 | 5,802股 | +201股+3.46% | 加仓 |
 安费诺APH |
| 0.53% | 0.42% | $406.2万 | 2.3万股 | $288.7万 | 2.3万股 | +184股+0.81% | 加仓 |
 台积电TSM |
| 0.49% | 0.42% | $376.3万 | 7,880股 | $287.7万 | 8,515股 | -635股-7.46% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.48% | 0.57% | $374.1万 | 8,547股 | $396.0万 | 8,344股 | +203股+2.43% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.47% | 0.4% | $361.0万 | 4.1万股 | $278.2万 | 4.1万股 | +2股+0.00% | 加仓 |
 GE VernovaGEV |
| 0.46% | 0.05% | $358.4万 | 3,051股 | $35.3万 | 404股 | +2,647股+655.20% | 加仓 |
 NEW YORK TIMES MTN BENYT |
| 0.45% | 0.57% | $346.9万 | 5.0万股 | $391.5万 | 4.7万股 | +2,816股+6.02% | 加仓 |
 HERSHEY COMHSY |
| 0.45% | 0.58% | $346.8万 | 2.0万股 | $401.1万 | 1.9万股 | +477股+2.47% | 加仓 |
