 Bloom EnergyBE |
| 5.95% | 3.25% | $4,688.1万 | 15.5万股 | $2,162.1万 | 16.0万股 | -4,700股-2.95% | 减仓 |
 微软MSFT |
| 5.1% | 6.87% | $4,022.3万 | 10.8万股 | $4,577.8万 | 12.4万股 | -1.6万股-12.81% | 减仓 |
 谷歌AGOOGL |
| 3.94% | 3.79% | $3,102.9万 | 8.7万股 | $2,522.2万 | 8.8万股 | -885股-1.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.84% | 5.44% | $3,027.1万 | 8.6万股 | $3,623.6万 | 12.6万股 | -4.1万股-32.18% | 减仓 |
 AMD超威AMD |
| 3.78% | 1.57% | $2,982.1万 | 5.1万股 | $1,045.3万 | 5.1万股 | -50股-0.10% | 减仓 |
 苹果AAPL |
| 3.67% | 4.05% | $2,891.4万 | 10.0万股 | $2,699.6万 | 10.6万股 | -6,447股-6.06% | 减仓 |
 亚马逊AMZN |
| 3.34% | 3.45% | $2,632.2万 | 11.0万股 | $2,296.2万 | 11.0万股 | +186股+0.17% | 加仓 |
 摩根大通JPM |
| 3.03% | 3.19% | $2,387.8万 | 7.3万股 | $2,125.2万 | 7.2万股 | +701股+0.97% | 加仓 |
 美国运通AXP |
| 2.05% | 2.32% | $1,616.5万 | 4.8万股 | $1,545.5万 | 5.1万股 | -3,303股-6.46% | 减仓 |
 PALO ALTOPANW |
| 2.03% | 1.22% | $1,604.0万 | 4.7万股 | $811.8万 | 5.1万股 | -3,600股-7.11% | 减仓 |
| QQXOQXO |
| 2% | 1.95% | $1,572.9万 | 91.0万股 | $1,297.4万 | 66.8万股 | +24.2万股+36.25% | 加仓 |
 万事达MA |
| 1.88% | 2.35% | $1,481.1万 | 2.9万股 | $1,565.8万 | 3.1万股 | -2,500股-7.98% | 减仓 |
 QUANTA SVCSPWR |
| 1.85% | 1.68% | $1,460.3万 | 2.0万股 | $1,115.9万 | 2.0万股 | -45股-0.22% | 减仓 |
 埃克森美孚XOM |
| 1.78% | 2.68% | $1,405.8万 | 10.3万股 | $1,782.2万 | 10.5万股 | -2,222股-2.12% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.7% | 1.14% | $1,338.3万 | 2.1万股 | $757.4万 | 2.3万股 | -2,159股-9.37% | 减仓 |
| MMKSMKSI |
| 1.68% | 1.8% | $1,324.2万 | 3.0万股 | $1,200.1万 | 5.2万股 | -2.2万股-42.99% | 减仓 |
| V先锋领航指数基金VOO |
| 1.57% | 1.23% | $1,241.4万 | 1.8万股 | $816.4万 | 1.4万股 | +4,412股+32.29% | 加仓 |
 台积电TSM |
| 1.53% | 1.5% | $1,208.4万 | 2.5万股 | $996.1万 | 2.9万股 | -4,171股-14.15% | 减仓 |
 波音BA |
| 1.52% | 1.75% | $1,200.7万 | 5.5万股 | $1,165.3万 | 5.9万股 | -3,083股-5.27% | 减仓 |
 礼来LLY |
| 1.49% | 0.78% | $1,174.6万 | 9,793股 | $520.2万 | 5,656股 | +4,137股+73.14% | 加仓 |
 黑石集团BX |
| 1.44% | 1.91% | $1,132.0万 | 9.6万股 | $1,269.2万 | 11.0万股 | -1.4万股-12.84% | 减仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 1.38% | 1.55% | $1,087.6万 | 10.2万股 | $1,035.3万 | 9.6万股 | +5,862股+6.12% | 加仓 |
 第一资本COF |
| 1.27% | 1.29% | $1,003.1万 | 5.0万股 | $861.5万 | 4.7万股 | +2,774股+5.87% | 加仓 |
 博通AVGO |
| 1.13% | 0.83% | $889.3万 | 2.4万股 | $555.6万 | 1.8万股 | +5,591股+31.15% | 加仓 |
 英伟达NVDA |
| 1.04% | 1.4% | $821.2万 | 4.1万股 | $930.4万 | 5.3万股 | -1.2万股-23.07% | 减仓 |
 VanEck ETF信托SMH |
| 0.95% | 0.72% | $748.4万 | 1.1万股 | $480.0万 | 1.3万股 | -1,109股-8.86% | 减仓 |
 雷神技术RTX |
| 0.94% | 0.88% | $741.1万 | 3.9万股 | $586.4万 | 3.0万股 | +8,662股+28.49% | 加仓 |
 GE VernovaGEV |
| 0.81% | 0.53% | $638.5万 | 5,434股 | $351.4万 | 4,025股 | +1,409股+35.01% | 加仓 |
 REDDIT CL ARDDT |
| 0.74% | 0.66% | $581.2万 | 3.3万股 | $439.7万 | 3.3万股 | +827股+2.53% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.72% | 0.92% | $569.5万 | 4.8万股 | $615.3万 | 5.5万股 | -7,089股-12.84% | 减仓 |
 林德LIN |
| 0.71% | 0.77% | $558.3万 | 1.1万股 | $513.5万 | 1.0万股 | +400股+3.86% | 加仓 |
 康宁GLW |
| 0.66% | 0.53% | $521.0万 | 2.0万股 | $354.8万 | 2.6万股 | -5,697股-21.83% | 减仓 |
 MCKESSON COMMCK |
| 0.65% | 0.89% | $510.7万 | 6,759股 | $591.4万 | 6,834股 | -75股-1.10% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.64% | 0.05% | $506.2万 | 3.2万股 | $35.8万 | 2,800股 | +2.9万股+1,042.32% | 加仓 |
 FLOWERS FOODSFLO |
| 0.59% | 0.72% | $465.9万 | 59.0万股 | $480.6万 | 59.0万股 | 00.00% | 持仓不变 |
 PERSONALISPSNL |
| 0.58% | 0.32% | $455.2万 | 34.0万股 | $216.4万 | 34.0万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.52% | 0.51% | $411.6万 | 1.9万股 | $342.0万 | 1.8万股 | +1,525股+8.56% | 加仓 |
| IIBMIBM |
| 0.52% | 0.67% | $409.6万 | 1.5万股 | $443.4万 | 1.8万股 | -3,725股-20.37% | 减仓 |
 爱德华生命科学EW |
| 0.51% | 0.57% | $405.5万 | 4.5万股 | $380.6万 | 4.8万股 | -2,700股-5.68% | 减仓 |
 阿斯麦ASML |
| 0.51% | 0.37% | $400.1万 | 2,011股 | $245.8万 | 1,861股 | +150股+8.06% | 加仓 |
 贝莱德·INC COMBLK |
| 0.49% | 0.58% | $386.1万 | 4,015股 | $386.1万 | 4,015股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 0.48% | 0.55% | $376.0万 | 1.4万股 | $367.7万 | 1.4万股 | -225股-1.59% | 减仓 |
 优步UBER |
| 0.47% | 0.02% | $367.9万 | 5.1万股 | $13.3万 | 1,846股 | +4.9万股+2,662.19% | 加仓 |
 沃尔玛WMT |
| 0.43% | 0.56% | $341.9万 | 3.0万股 | $375.0万 | 3.0万股 | +15股+0.05% | 加仓 |
 PILGRIMS PRIDE CORP NEWPPC |
| 0.42% | — | $330.6万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
| IiShares白银信托SLV |
| 0.42% | 0.63% | $327.9万 | 6.1万股 | $422.6万 | 6.2万股 | -700股-1.13% | 减仓 |
 Pdd Holdings Inc ADRPDD |
| 0.41% | — | $326.8万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 伊顿ETN |
| 0.41% | 0.4% | $321.7万 | 7,549股 | $267.6万 | 7,482股 | +67股+0.90% | 加仓 |
 柯蒂斯怀特CW |
| 0.41% | 0.38% | $320.0万 | 4,223股 | $253.6万 | 3,723股 | +500股+13.43% | 加仓 |
 强生JNJ |
| 0.41% | 0.65% | $319.3万 | 1.3万股 | $435.4万 | 1.8万股 | -5,241股-29.42% | 减仓 |
