 泛林集团LRCX |
| 6.44% | 4.06% | $2,316.1万 | 5.3万股 | $1,166.9万 | 5.5万股 | -1,167股-2.14% | 减仓 |
 英伟达NVDA |
| 6.1% | 6.65% | $2,194.1万 | 11.0万股 | $1,913.3万 | 11.0万股 | -47股-0.04% | 减仓 |
 美光科技MU |
| 4.68% | 1.87% | $1,683.4万 | 1.5万股 | $537.8万 | 1.6万股 | -1,335股-8.39% | 减仓 |
 谷歌AGOOGL |
| 4.43% | 4.55% | $1,592.8万 | 4.5万股 | $1,306.8万 | 4.5万股 | -873股-1.92% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.07% | 5.49% | $1,461.5万 | 18.5万股 | $1,579.7万 | 19.9万股 | -1.4万股-7.20% | 减仓 |
 博通AVGO |
| 3.09% | 3.23% | $1,110.4万 | 2.9万股 | $929.4万 | 3.0万股 | -633股-2.11% | 减仓 |
| CCOMFORT SYS USAFIX |
| 2.72% | 2.47% | $978.5万 | 4,936股 | $709.3万 | 5,143股 | -207股-4.02% | 减仓 |
 苹果AAPL |
| 2.35% | 2.62% | $844.4万 | 2.9万股 | $752.5万 | 3.0万股 | -469股-1.58% | 减仓 |
 应用材料AMAT |
| 2.29% | 1.37% | $823.1万 | 1.1万股 | $395.3万 | 1.2万股 | -183股-1.58% | 减仓 |
 科磊KLAC |
| 2.17% | 1.35% | $781.3万 | 2.6万股 | $388.4万 | 2,637股 | +2.3万股+882.03% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.15% | 0.39% | $774.6万 | 1.8万股 | $111.6万 | 6,801股 | +1.1万股+163.96% | 加仓 |
 微软MSFT |
| 2.11% | 2.56% | $757.4万 | 2.0万股 | $736.2万 | 2.0万股 | +418股+2.10% | 加仓 |
| S道富SPHY |
| 2.06% | 2.83% | $741.8万 | 31.6万股 | $814.2万 | 34.9万股 | -3.3万股-9.36% | 减仓 |
| AAPPLOVINAPP |
| 1.96% | 2% | $705.4万 | 1.4万股 | $574.0万 | 1.4万股 | -730股-5.06% | 减仓 |
 安费诺APH |
| 1.89% | 1.69% | $677.8万 | 3.8万股 | $485.9万 | 3.8万股 | -13股-0.03% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.8% | 1.24% | $647.0万 | 7,708股 | $356.5万 | 8,754股 | -1,046股-11.95% | 减仓 |
| I景顺·S&PIDMO |
| 1.76% | 1.9% | $632.0万 | 10.5万股 | $547.1万 | 10.0万股 | +5,073股+5.09% | 加仓 |
 亚马逊AMZN |
| 1.75% | 1.84% | $629.8万 | 2.6万股 | $530.2万 | 2.5万股 | +968股+3.80% | 加仓 |
 EMCOREME |
| 1.68% | 1.87% | $604.5万 | 7,284股 | $539.0万 | 7,299股 | -15股-0.21% | 减仓 |
 VisaV |
| 1.62% | 1.67% | $581.3万 | 1.7万股 | $480.0万 | 1.6万股 | +1,063股+6.69% | 加仓 |
 礼来LLY |
| 1.56% | 1.12% | $561.6万 | 4,682股 | $321.7万 | 3,497股 | +1,185股+33.89% | 加仓 |
 北方信托NTRS |
| 1.53% | 1.42% | $548.6万 | 3.2万股 | $409.2万 | 2.9万股 | +2,239股+7.64% | 加仓 |
 捷普JBL |
| 1.46% | 1.14% | $526.0万 | 1.4万股 | $326.9万 | 1.2万股 | +1,338股+10.87% | 加仓 |
 Meta平台META |
| 1.46% | 1.8% | $524.2万 | 9,306股 | $518.1万 | 9,055股 | +251股+2.77% | 加仓 |
 道富·CORP COMSTT |
| 1.33% | — | $478.7万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.23% | 1.29% | $443.8万 | 5.0万股 | $371.2万 | 1.0万股 | +4.0万股+399.83% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.21% | 1.36% | $435.9万 | 5,837股 | $391.6万 | 6,020股 | -183股-3.04% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.19% | 1.3% | $427.4万 | 1.0万股 | $374.8万 | 1.1万股 | -74股-0.70% | 减仓 |
 ESQUIRE FINLESQ |
| 1.18% | 1.31% | $422.9万 | 3.6万股 | $375.6万 | 3.5万股 | +567股+1.62% | 加仓 |
 美国运通AXP |
| 1.15% | 1.32% | $414.7万 | 1.2万股 | $380.3万 | 1.3万股 | -310股-2.47% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1% | 0.97% | $358.3万 | 1.0万股 | $278.5万 | 9,708股 | +433股+4.46% | 加仓 |
 CHUBB LIMITEDCB |
| 0.97% | 1.2% | $349.2万 | 1.0万股 | $344.6万 | 1.1万股 | -326股-3.08% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.95% | 1.24% | $340.6万 | 7.5万股 | $356.0万 | 7.8万股 | -3,160股-4.05% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 0.94% | 0.89% | $337.6万 | 1.8万股 | $256.6万 | 2.6万股 | -8,289股-31.47% | 减仓 |
 美国电力AEP |
| 0.88% | 1.04% | $316.1万 | 2.3万股 | $298.1万 | 2.3万股 | +362股+1.59% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.82% | 1.17% | $294.7万 | 1.5万股 | $336.0万 | 1.6万股 | -1,457股-9.06% | 减仓 |
 TECHNIPFMC COMFTI |
| 0.79% | 0.86% | $283.3万 | 4.3万股 | $248.1万 | 3.6万股 | +6,834股+19.04% | 加仓 |
| IiShares安硕信托IMCG |
| 0.76% | 0.74% | $274.0万 | 2.8万股 | $212.1万 | 2.7万股 | +948股+3.52% | 加仓 |
| S新美亚SANM |
| 0.76% | — | $273.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| I景顺交易所交易基金IISPMO |
| 0.75% | 0.65% | $269.3万 | 1.7万股 | $185.6万 | 1.7万股 | +119股+0.72% | 加仓 |
 TD SYNNEXSNX |
| 0.73% | — | $263.7万 | 9,863股 | $0 | 0股 | +9,863股 | 新买入 |
| V先锋领航全球基金MGV |
| 0.73% | 0.81% | $261.7万 | 1.6万股 | $232.0万 | 1.6万股 | +8股+0.05% | 加仓 |
| F富达Covington信托FESM |
| 0.7% | 0.67% | $251.4万 | 5.2万股 | $193.9万 | 5.1万股 | +1,049股+2.06% | 加仓 |
 GLOBUS MEDGMED |
| 0.7% | 0.87% | $251.1万 | 3.2万股 | $251.2万 | 2.9万股 | +2,619股+8.98% | 加仓 |
 ENOVA INTLENVA |
| 0.68% | 0.45% | $243.4万 | 1.0万股 | $129.5万 | 9,534股 | +576股+6.04% | 加仓 |
 HalozymeHALO |
| 0.63% | 0.69% | $225.4万 | 2.9万股 | $199.7万 | 3.1万股 | -2,099股-6.79% | 减仓 |
| PPOWELL INDSPOWL |
| 0.61% | 0.56% | $220.0万 | 7,684股 | $162.3万 | 3,000股 | +4,684股+156.13% | 加仓 |
| AAMEREN COMDHS |
| 0.6% | 0.72% | $214.1万 | 1.9万股 | $208.0万 | 1.9万股 | +19股+0.10% | 加仓 |
 ExpediaEXPE |
| 0.58% | 0.7% | $209.5万 | 8,187股 | $201.2万 | 8,714股 | -527股-6.05% | 减仓 |
 西屋制动WAB |
| 0.47% | — | $169.7万 | 6,294股 | $0 | 0股 | +6,294股 | 新买入 |
