 英伟达NVDA |
| 9.8% | 10.64% | $7,002.4万 | 35.0万股 | $6,224.5万 | 35.7万股 | -6,949股-1.95% | 减仓 |
 苹果AAPL |
| 4.43% | 4.6% | $3,163.0万 | 10.9万股 | $2,690.5万 | 10.6万股 | +3,298股+3.11% | 加仓 |
 博通AVGO |
| 3.43% | 3.28% | $2,449.9万 | 6.5万股 | $1,919.8万 | 6.2万股 | +2,831股+4.56% | 加仓 |
 亚马逊AMZN |
| 2.55% | 2.44% | $1,822.5万 | 7.6万股 | $1,429.5万 | 6.9万股 | +7,831股+11.41% | 加仓 |
 台积电TSM |
| 2.44% | 2.11% | $1,741.2万 | 3.6万股 | $1,233.4万 | 3.6万股 | -38股-0.10% | 减仓 |
 谷歌AGOOGL |
| 2.03% | 1.83% | $1,449.3万 | 4.1万股 | $1,069.3万 | 3.7万股 | +3,367股+9.05% | 加仓 |
| AAB ACTIVE ETFSSYFI |
| 1.86% | 2.26% | $1,329.8万 | 37.2万股 | $1,323.6万 | 37.3万股 | -276股-0.07% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.78% | 1.75% | $1,274.8万 | 3.6万股 | $1,020.7万 | 3.6万股 | +499股+1.40% | 加仓 |
 安费诺APH |
| 1.68% | 1.42% | $1,203.0万 | 6.8万股 | $831.9万 | 6.6万股 | +2,387股+3.63% | 加仓 |
 美光科技MU |
| 1.63% | 0.53% | $1,166.1万 | 1.0万股 | $308.7万 | 9,137股 | +965股+10.56% | 加仓 |
| CCOMFORT SYS USAFIX |
| 1.56% | 1.75% | $1,116.0万 | 5,631股 | $1,026.4万 | 7,443股 | -1,812股-24.35% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 1.41% | 1.38% | $1,008.1万 | 12.4万股 | $809.4万 | 11.9万股 | +5,811股+4.90% | 加仓 |
| FFACTSET RESH SYSFDS |
| 1.38% | 1.52% | $988.2万 | 4.3万股 | $888.7万 | 4.1万股 | +1,995股+4.87% | 加仓 |
 甲骨文ORCL |
| 1.34% | 1.09% | $953.8万 | 6.5万股 | $640.0万 | 4.4万股 | +2.2万股+49.61% | 加仓 |
 迈威尔MRVL |
| 1.33% | 1.01% | $950.7万 | 3.2万股 | $588.4万 | 5.9万股 | -2.7万股-46.28% | 减仓 |
 微软MSFT |
| 1.29% | 1.57% | $920.6万 | 2.5万股 | $919.9万 | 2.5万股 | -171股-0.69% | 减仓 |
 卡特彼勒CAT |
| 1.1% | 0.83% | $788.9万 | 7,408股 | $486.3万 | 6,864股 | +544股+7.93% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.1% | 1.23% | $788.5万 | 2.0万股 | $721.0万 | 2.3万股 | -2,812股-12.41% | 减仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 1.08% | 1.07% | $769.7万 | 16.8万股 | $624.5万 | 15.8万股 | +1.0万股+6.36% | 加仓 |
 泛林集团LRCX |
| 1.03% | 0.61% | $733.9万 | 1.7万股 | $357.1万 | 1.7万股 | +225股+1.35% | 加仓 |
 雷神技术RTX |
| 0.99% | 1.13% | $709.6万 | 3.7万股 | $661.5万 | 3.4万股 | +3,112股+9.08% | 加仓 |
 摩根大通JPM |
| 0.99% | 1.06% | $707.6万 | 2.2万股 | $620.5万 | 2.1万股 | +523股+2.48% | 加仓 |
 Meta平台META |
| 0.99% | 1.27% | $707.1万 | 1.3万股 | $743.4万 | 1.3万股 | -441股-3.39% | 减仓 |
 贝莱德·INC COMBLK |
| 0.95% | 1.12% | $676.8万 | 7,039股 | $652.2万 | 6,782股 | +257股+3.79% | 加仓 |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 0.92% | 1.18% | $658.5万 | 15.9万股 | $688.5万 | 16.6万股 | -7,033股-4.24% | 减仓 |
| V先锋领航指数基金VOO |
| 0.91% | 0.82% | $649.0万 | 8,814股 | $480.7万 | 8,329股 | +485股+5.82% | 加仓 |
| JJACKSON FINANCIALJXN |
| 0.85% | 1.04% | $608.8万 | 5.9万股 | $609.3万 | 5.8万股 | +1,822股+3.16% | 加仓 |
 沃尔玛WMT |
| 0.85% | 1.15% | $603.7万 | 5.3万股 | $670.2万 | 5.4万股 | -624股-1.16% | 减仓 |
 伍德沃德WWD |
| 0.83% | 0.81% | $592.2万 | 1.4万股 | $474.3万 | 1.3万股 | +668股+5.04% | 加仓 |
| VVictory组合IIMODL |
| 0.76% | 0.76% | $542.1万 | 10.6万股 | $444.9万 | 10.0万股 | +6,804股+6.84% | 加仓 |
 康明斯CMI |
| 0.75% | 0.62% | $533.1万 | 7,475股 | $362.1万 | 6,729股 | +746股+11.09% | 加仓 |
| EENTEGRISENTG |
| 0.71% | — | $506.8万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| RRBC BEARINGSRBC |
| 0.69% | 0.72% | $491.9万 | 7,638股 | $419.1万 | 7,717股 | -79股-1.02% | 减仓 |
 VisaV |
| 0.66% | 0.67% | $473.0万 | 1.4万股 | $390.8万 | 1.3万股 | +857股+6.63% | 加仓 |
| EETF机会信托ILS |
| 0.65% | — | $466.4万 | 23.7万股 | $0 | 0股 | +23.7万股 | 新买入 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.65% | 0.65% | $462.9万 | 1.3万股 | $378.5万 | 1.3万股 | -183股-1.37% | 减仓 |
| FFASTENAL COMFAST |
| 0.64% | 0.7% | $457.8万 | 9.5万股 | $409.2万 | 8.8万股 | +7,125股+8.08% | 加仓 |
 好市多COST |
| 0.64% | 0.78% | $455.9万 | 4,874股 | $456.2万 | 4,578股 | +296股+6.47% | 加仓 |
 AMGEN COMAMGN |
| 0.63% | 0.7% | $446.5万 | 1.2万股 | $409.1万 | 1.2万股 | +703股+6.05% | 加仓 |
 摩根士丹利MS |
| 0.62% | 0.54% | $441.1万 | 2.1万股 | $317.4万 | 1.9万股 | +1,816股+9.42% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.61% | 0.41% | $439.1万 | 4.3万股 | $239.8万 | 3.7万股 | +5,848股+15.66% | 加仓 |
| MMASTECMTZ |
| 0.61% | 0.55% | $437.8万 | 1.1万股 | $321.9万 | 1.0万股 | +519股+5.19% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.72% | $423.8万 | 8,470股 | $422.1万 | 8,808股 | -338股-3.84% | 减仓 |
| VVictory·CAP HLDGS INC DELVCTR |
| 0.57% | 0.5% | $407.5万 | 4.8万股 | $291.2万 | 4.4万股 | +4,013股+9.02% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.57% | 0.53% | $405.1万 | 1.1万股 | $310.1万 | 1.1万股 | -366股-3.28% | 减仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 0.55% | 0.65% | $391.3万 | 8.7万股 | $383.1万 | 8.6万股 | +1,921股+2.25% | 加仓 |
 特灵科技TT |
| 0.52% | 0.49% | $371.8万 | 7,570股 | $288.9万 | 6,932股 | +638股+9.20% | 加仓 |
 LEONARDO DRSDRS |
| 0.51% | 0.63% | $367.7万 | 8.6万股 | $366.0万 | 8.2万股 | +3,964股+4.82% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.51% | — | $367.2万 | 8,511股 | $0 | 0股 | +8,511股 | 新买入 |
| FFIDELITY LOW DURATION BOND FACTOR ETFFLDR |
| 0.51% | 0.89% | $367.2万 | 7.3万股 | $519.4万 | 10.4万股 | -3.1万股-29.39% | 减仓 |
