 亚马逊AMZN |
| 16.72% | 7.2% | $8,461.1万 | 35.5万股 | $5,779.5万 | 27.8万股 | +7.8万股+27.93% | 加仓 |
 SCHEIN HENRYHSIC |
| 13.46% | 8.31% | $6,809.9万 | 81.5万股 | $6,668.1万 | 90.5万股 | -8.9万股-9.88% | 减仓 |
 英伟达NVDA |
| 11.47% | — | $5,802.6万 | 29.0万股 | $0 | 0股 | +29.0万股 | 新买入 |
 微软MSFT |
| 11.16% | 7.24% | $5,646.3万 | 15.1万股 | $5,806.7万 | 15.7万股 | -5,500股-3.51% | 减仓 |
| V先锋领航指数基金VOO |
| 7.28% | 2.16% | $3,682.0万 | 5.0万股 | $1,731.5万 | 3.0万股 | +2.0万股+66.67% | 加仓 |
 鲍尔公司BALL |
| 6.66% | 3.98% | $3,369.6万 | 54.0万股 | $3,191.9万 | 54.0万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 5.53% | 56.75% | $2,800.4万 | 3.8万股 | $4.55亿 | 70.0万股 | -66.3万股-94.64% | 减仓 |
 台积电TSM |
| 4.2% | 3.48% | $2,125.2万 | 4.5万股 | $2,788.1万 | 8.3万股 | -3.8万股-46.06% | 减仓 |
| SSIMILARWEBSMWB |
| 3.55% | 0.98% | $1,795.2万 | 292.8万股 | $782.6万 | 299.8万股 | -7.0万股-2.33% | 减仓 |
 优步UBER |
| 3.16% | 2.44% | $1,599.8万 | 22.2万股 | $1,954.3万 | 27.2万股 | -5.0万股-18.40% | 减仓 |
 苹果AAPL |
| 2.86% | 0.95% | $1,446.8万 | 5.0万股 | $761.4万 | 3.0万股 | +2.0万股+66.67% | 加仓 |
| SSPDR黄金信托GLD |
| 1.93% | 0.46% | $976.2万 | 2.7万股 | $365.7万 | 8,500股 | +1.8万股+211.76% | 加仓 |
 DIME COML BANCSHARES INCDCOM |
| 1.57% | 0.95% | $792.7万 | 19.5万股 | $759.1万 | 22.4万股 | -2.9万股-13.12% | 减仓 |
 穆迪MCO |
| 0.94% | — | $475.6万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 STRATASYSSSYS |
| 0.94% | 0.54% | $475.1万 | 55.5万股 | $433.5万 | 55.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.88% | 0.22% | $446.7万 | 1.3万股 | $172.5万 | 6,000股 | +6,500股+108.33% | 加仓 |
 标普全球SPGI |
| 0.85% | — | $427.6万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 摩根大通JPM |
| 0.84% | 0.48% | $425.5万 | 1.3万股 | $382.4万 | 1.3万股 | 00.00% | 持仓不变 |
| RRANPAK HOLDINGS CORP COM CL APACK |
| 0.75% | 0.31% | $377.1万 | 51.6万股 | $247.1万 | 69.2万股 | -17.6万股-25.48% | 减仓 |
 高盛GS |
| 0.6% | 0.32% | $303.4万 | 3,000股 | $253.8万 | 3,000股 | 00.00% | 持仓不变 |
| EEMBRAER S.AFGM |
| 0.5% | 0.24% | $255.2万 | 4.0万股 | $192.9万 | 3.3万股 | +7,500股+23.08% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.47% | 0.24% | $237.4万 | 1.5万股 | $191.6万 | 1.5万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.46% | 0.24% | $232.0万 | 3.1万股 | $195.5万 | 3.0万股 | +1,000股+3.33% | 加仓 |
 BANK OF N T BUTTERFIELD & SON SHS NEWNTB |
| 0.44% | 0.25% | $223.1万 | 3.8万股 | $196.8万 | 3.8万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.33% | — | $167.2万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
 自由港麦克莫兰FCX |
| 0.31% | 0.18% | $157.2万 | 2.5万股 | $147.0万 | 2.5万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.3% | — | $149.5万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
| IIBMIBM |
| 0.28% | — | $140.6万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 阿斯麦ASML |
| 0.28% | — | $139.3万 | 700股 | $0 | 0股 | +700股 | 新买入 |
| SSPDR行业精选信托XLE |
| 0.26% | — | $132.8万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 明晟MSCI |
| 0.22% | — | $112.0万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
 美国运通AXP |
| 0.2% | — | $101.5万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
| B巴里克黄金GOLD |
| 0.18% | 0.18% | $91.8万 | 2.5万股 | $142.8万 | 3.5万股 | -1.0万股-28.57% | 减仓 |
 AMGEN COMAMGN |
| 0.14% | — | $72.4万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
 纽蒙特NEM |
| 0.09% | — | $46.7万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 爱德华生命科学EW |
| 0.09% | — | $45.2万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 安费诺APH |
| 0.07% | — | $35.3万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
| SSOLARIS ENERGY INFRASSEI |
| 0.04% | — | $20.1万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
