 苹果AAPL |
| 5.41% | 4.5% | $879.8万 | 5.0万股 | $711.7万 | 4.8万股 | +1,086股+2.24% | 加仓 |
 MONGODB CL AMDB |
| 3.93% | 3.97% | $638.6万 | 1.2万股 | $628.1万 | 1.2万股 | -97股-0.80% | 减仓 |
 RELAY THERAPEUTICSRLAY |
| 3.46% | 3.58% | $562.3万 | 18.3万股 | $566.5万 | 18.3万股 | 00.00% | 持仓不变 |
| TTEXAS PAC LD TRTPLUSD |
| 3.22% | 3.27% | $524.5万 | 4,200股 | $517.5万 | 4,000股 | +200股+5.00% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.18% | 2.71% | $518.1万 | 1.1万股 | $428.5万 | 9,985股 | +924股+9.25% | 加仓 |
 亚马逊AMZN |
| 3.12% | 3.14% | $507.1万 | 1,521股 | $497.0万 | 1,513股 | +8股+0.53% | 加仓 |
| V先锋领航全球基金VCR |
| 2.72% | 0.49% | $442.8万 | 2.2万股 | $77.4万 | 2,497股 | +1.9万股+777.57% | 加仓 |
 礼来LLY |
| 2.4% | 2.15% | $390.0万 | 1.4万股 | $341.1万 | 1.4万股 | +200股+1.44% | 加仓 |
| SSAFETY INSSAFT |
| 2.37% | 2.33% | $385.9万 | 4.5万股 | $368.8万 | 4.5万股 | 00.00% | 持仓不变 |
| GGLOBAL BLOOD THERAPEUTICS INGBTUSD |
| 2.36% | 2.51% | $383.3万 | 13.1万股 | $397.0万 | 12.9万股 | +2,300股+1.79% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.32% | 2.4% | $378.1万 | 1,305股 | $380.1万 | 1,387股 | -82股-5.91% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.88% | 1.73% | $305.1万 | 1.2万股 | $274.1万 | 1.1万股 | +700股+6.36% | 加仓 |
 明晟MSCI |
| 1.83% | 2% | $297.2万 | 4,850股 | $316.2万 | 4,850股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.55% | 1.5% | $252.3万 | 7,500股 | $236.7万 | 7,200股 | +300股+4.17% | 加仓 |
| IiShares安硕信托IVV |
| 1.42% | 1.4% | $231.3万 | 4,850股 | $221.8万 | 4,850股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.36% | 0.76% | $221.7万 | 766股 | $120.5万 | 444股 | +322股+72.52% | 加仓 |
 特斯拉TSLA |
| 1.22% | — | $199.2万 | 1,885股 | $0 | 0股 | +1,885股 | 新买入 |
 ChipotleCMG |
| 1.18% | 1.23% | $192.3万 | 1,100股 | $195.2万 | 1,100股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 1.18% | 0.97% | $191.4万 | 1.9万股 | $153.5万 | 1.8万股 | +1,050股+6.00% | 加仓 |
 迈威尔MRVL |
| 1.16% | 0.83% | $188.1万 | 2.2万股 | $132.0万 | 2.0万股 | +2,000股+10.26% | 加仓 |
 埃森哲ACN |
| 1.13% | 0.97% | $184.4万 | 4,447股 | $153.2万 | 4,447股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.12% | 0.95% | $182.9万 | 5,438股 | $150.9万 | 5,302股 | +136股+2.57% | 加仓 |
| IISHARES U.S. CONSUMER STAPLES ETFIYK |
| 1.12% | 1% | $182.8万 | 9,134股 | $158.9万 | 8,634股 | +500股+5.79% | 加仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 1.1% | 1.15% | $179.2万 | 1.7万股 | $182.3万 | 1.7万股 | +400股+2.40% | 加仓 |
| DDAYFORCE |
| 1.06% | 1.48% | $172.4万 | 1.7万股 | $234.8万 | 1.8万股 | -1,700股-9.34% | 减仓 |
| JJASPER THERAPEUTICS INC |
| 1.05% | — | $171.2万 | 21.8万股 | $0 | 0股 | +21.8万股 | 新买入 |
 ARES CAPITALARCC |
| 1.02% | 1.33% | $166.3万 | 7.9万股 | $209.8万 | 9.9万股 | -2.0万股-20.30% | 减仓 |
 IRIDIUM COMMUNICATIONS IIRDM |
| 1.02% | 0.98% | $165.2万 | 4.0万股 | $155.0万 | 3.8万股 | +2,000股+5.26% | 加仓 |
 VisaV |
| 1% | 0.97% | $162.0万 | 7,475股 | $153.5万 | 6,671股 | +804股+12.05% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.98% | 1.16% | $160.1万 | 1.0万股 | $183.4万 | 1.0万股 | 00.00% | 持仓不变 |
 星座品牌STZ |
| 0.95% | 0.85% | $154.3万 | 6,150股 | $133.9万 | 6,150股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.86% | 0.81% | $140.5万 | 8,214股 | $127.8万 | 7,812股 | +402股+5.15% | 加仓 |
 BridgeBioBBIO |
| 0.86% | 2.52% | $140.5万 | 8.4万股 | $399.0万 | 8.2万股 | +1,900股+2.31% | 加仓 |
| F第一信托交易所交易基金FPX |
| 0.83% | 0.91% | $134.8万 | 1.1万股 | $143.9万 | 1.1万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.82% | 0.59% | $133.0万 | 5,278股 | $93.2万 | 3,878股 | +1,400股+36.10% | 加仓 |
| TTRUPANIONTRUP |
| 0.81% | 0.69% | $132.0万 | 1.0万股 | $108.6万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托LQD |
| 0.81% | 1.07% | $131.4万 | 9,915股 | $170.1万 | 1.3万股 | -2,872股-22.46% | 减仓 |
 英伟达NVDA |
| 0.8% | 0.47% | $129.4万 | 4,400股 | $74.1万 | 3,200股 | +1,200股+37.50% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.75% | 0.77% | $122.4万 | 4.0万股 | $122.5万 | 4.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.7% | 0.71% | $114.1万 | 4,030股 | $112.9万 | 4,030股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.67% | 0.75% | $108.2万 | 6,987股 | $118.9万 | 6,947股 | +40股+0.58% | 加仓 |
| VVERINT SYS INC COMVTY |
| 0.66% | 0.6% | $107.1万 | 2.0万股 | $94.7万 | 2.0万股 | 00.00% | 持仓不变 |
 YUM BRANDS COMYUM |
| 0.66% | 0.54% | $106.9万 | 7,700股 | $85.6万 | 6,800股 | +900股+13.24% | 加仓 |
| YYUM CHINAYUMC |
| 0.63% | 0.71% | $102.2万 | 2.1万股 | $112.1万 | 1.9万股 | +1,900股+10.22% | 加仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 0.62% | 0.64% | $100.6万 | 1.0万股 | $101.4万 | 1.0万股 | 00.00% | 持仓不变 |
 SKYWORKS SOLUTIONSSWKS |
| 0.61% | 0.67% | $99.3万 | 6,400股 | $105.7万 | 6,400股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.61% | 0.58% | $98.9万 | 1,400股 | $92.6万 | 1,400股 | 00.00% | 持仓不变 |
 CencoraCOR |
| 0.6% | 0.56% | $98.3万 | 7,400股 | $88.3万 | 7,200股 | +200股+2.78% | 加仓 |
| V先锋领航指数基金VOO |
| 0.6% | 0.5% | $98.3万 | 2,470股 | $78.9万 | 2,205股 | +265股+12.02% | 加仓 |
| AAKTIEBOLAGET ELECTROLUX SPONSORED ADR |
| 0.6% | 0.58% | $97.2万 | 2.0万股 | $92.2万 | 2.0万股 | 00.00% | 持仓不变 |
