 英伟达NVDA |
| 13.06% | 13.78% | $1.48亿 | 73.9万股 | $1.29亿 | 74.1万股 | -1,864股-0.25% | 减仓 |
 苹果AAPL |
| 2.93% | 3.23% | $3,314.4万 | 11.5万股 | $3,029.6万 | 11.9万股 | -4,833股-4.05% | 减仓 |
 泛林集团LRCX |
| 2.77% | 1.65% | $3,136.0万 | 7.2万股 | $1,546.6万 | 7.2万股 | -15股-0.02% | 减仓 |
 亚马逊AMZN |
| 1.83% | 1.91% | $2,077.6万 | 8.7万股 | $1,795.2万 | 8.6万股 | +970股+1.13% | 加仓 |
 谷歌AGOOGL |
| 1.75% | 1.73% | $1,982.7万 | 5.5万股 | $1,627.3万 | 5.7万股 | -1,111股-1.96% | 减仓 |
 微软MSFT |
| 1.74% | 1.93% | $1,967.6万 | 5.3万股 | $1,813.0万 | 4.9万股 | +3,770股+7.70% | 加仓 |
 AMD超威AMD |
| 1.4% | 0.61% | $1,587.7万 | 2.7万股 | $575.5万 | 2.8万股 | -957股-3.38% | 减仓 |
| I景顺QQQ信托VOO |
| 1.33% | 2.45% | $1,505.4万 | 2.0万股 | $2,301.4万 | 4.0万股 | -1.9万股-48.73% | 减仓 |
 Meta平台META |
| 1.26% | 1.21% | $1,429.5万 | 2.5万股 | $1,134.3万 | 2.0万股 | +5,552股+28.00% | 加仓 |
 应用材料AMAT |
| 1.2% | 0.69% | $1,362.1万 | 1.9万股 | $649.9万 | 1.9万股 | -174股-0.92% | 减仓 |
 特斯拉TSLA |
| 1.14% | 1.1% | $1,286.1万 | 3.1万股 | $1,036.4万 | 2.8万股 | +2,700股+9.69% | 加仓 |
 VanEck ETF信托SMH |
| 1.01% | 0.73% | $1,139.4万 | 1.7万股 | $680.8万 | 1.8万股 | -385股-2.17% | 减仓 |
 AXON ENTERPRISEAXON |
| 0.98% | 0.93% | $1,112.2万 | 2.0万股 | $868.5万 | 2.0万股 | -612股-2.99% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.88% | 0.56% | $997.4万 | 17.1万股 | $525.5万 | 9.0万股 | +8.2万股+90.93% | 加仓 |
 高盛GS |
| 0.85% | 0.86% | $962.0万 | 9,512股 | $809.8万 | 9,572股 | -60股-0.63% | 减仓 |
| V先锋领航斯科茨代尔基金VTWG |
| 0.83% | 0.82% | $938.6万 | 3.3万股 | $770.5万 | 3.4万股 | -1,017股-3.02% | 减仓 |
 博通AVGO |
| 0.76% | 0.75% | $859.2万 | 2.3万股 | $703.5万 | 2.3万股 | +14股+0.06% | 加仓 |
 德州仪器TXN |
| 0.75% | 0.61% | $854.6万 | 2.9万股 | $572.7万 | 2.9万股 | -826股-2.80% | 减仓 |
 UNITED RENTALSURI |
| 0.75% | 0.63% | $850.6万 | 7,509股 | $595.3万 | 8,172股 | -663股-8.11% | 减仓 |
| V先锋领航斯科茨代尔基金VTWV |
| 0.74% | 0.77% | $837.2万 | 4.3万股 | $725.1万 | 4.3万股 | -528股-1.22% | 减仓 |
 飞塔FTNT |
| 0.74% | 0.47% | $834.9万 | 5.4万股 | $444.6万 | 5.4万股 | -64股-0.12% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.72% | 0.61% | $810.9万 | 4.3万股 | $571.1万 | 4.3万股 | -412股-0.96% | 减仓 |
| S道富XLI |
| 0.72% | 0.73% | $810.4万 | 4.4万股 | $680.6万 | 4.2万股 | +1,671股+3.97% | 加仓 |
 好市多COST |
| 0.71% | 0.91% | $803.4万 | 8,589股 | $854.2万 | 8,572股 | +17股+0.20% | 加仓 |
 美光科技MU |
| 0.71% | 0.25% | $801.0万 | 6,939股 | $236.0万 | 6,985股 | -46股-0.66% | 减仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 0.7% | 0.3% | $797.8万 | 12.3万股 | $282.4万 | 4.3万股 | +7.9万股+181.90% | 加仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.7% | 0.72% | $796.6万 | 4.7万股 | $674.8万 | 4.7万股 | +291股+0.63% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.7% | 0.71% | $792.8万 | 23.4万股 | $661.8万 | 22.7万股 | +7,109股+3.13% | 加仓 |
| CCALAMOS ETF TRCAIE |
| 0.68% | 0.65% | $771.9万 | 28.4万股 | $606.8万 | 24.1万股 | +4.2万股+17.53% | 加仓 |
 星巴克SBUX |
| 0.68% | 0.72% | $765.4万 | 7.5万股 | $671.9万 | 7.5万股 | -95股-0.13% | 减仓 |
| V先锋领航指数基金VUG |
| 0.65% | 0.69% | $738.9万 | 8.6万股 | $649.0万 | 1.5万股 | +7.1万股+477.30% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.64% | 0.3% | $720.8万 | 1.7万股 | $281.2万 | 1.7万股 | -428股-2.50% | 减仓 |
| V先锋领航指数基金VBK |
| 0.63% | 0.64% | $712.3万 | 1.9万股 | $602.8万 | 2.0万股 | -467股-2.34% | 减仓 |
 科磊KLAC |
| 0.62% | 0.36% | $700.9万 | 2.3万股 | $339.8万 | 2,308股 | +2.1万股+906.50% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.61% | 0.66% | $685.6万 | 12.8万股 | $622.2万 | 12.6万股 | +1,865股+1.48% | 加仓 |
 礼来LLY |
| 0.6% | 0.56% | $680.0万 | 5,669股 | $529.3万 | 5,754股 | -85股-1.48% | 减仓 |
| I景顺交易所交易基金信托PDP |
| 0.57% | 0.55% | $648.9万 | 4.3万股 | $516.4万 | 4.3万股 | -2股-0.00% | 减仓 |
 迈威尔MRVL |
| 0.53% | 0.21% | $605.0万 | 2.0万股 | $200.1万 | 2.0万股 | +110股+0.54% | 加仓 |
| SSPDR黄金信托GLD |
| 0.53% | 0.25% | $595.4万 | 1.6万股 | $233.8万 | 5,434股 | +1.1万股+197.44% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.5% | 0.55% | $564.0万 | 2.3万股 | $515.9万 | 2.4万股 | -534股-2.25% | 减仓 |
 摩根大通JPM |
| 0.45% | 0.49% | $512.7万 | 1.6万股 | $461.9万 | 1.6万股 | -41股-0.26% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.44% | 0.5% | $500.7万 | 1.4万股 | $468.9万 | 1.6万股 | -2,175股-13.31% | 减仓 |
 万事达MA |
| 0.43% | 0.5% | $484.5万 | 9,434股 | $473.1万 | 9,468股 | -34股-0.36% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.42% | 0.5% | $481.2万 | 9,616股 | $466.1万 | 9,727股 | -111股-1.14% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.42% | 0.47% | $471.0万 | 2.4万股 | $439.3万 | 2.4万股 | 00.00% | 持仓不变 |
| IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB |
| 0.41% | 0.4% | $470.1万 | 2.8万股 | $375.6万 | 3.0万股 | -1,926股-6.46% | 减仓 |
 PALO ALTOPANW |
| 0.41% | 0.23% | $463.0万 | 1.4万股 | $218.0万 | 1.4万股 | -19股-0.14% | 减仓 |
 艾伯维ABBV |
| 0.41% | 0.43% | $462.9万 | 1.8万股 | $401.6万 | 1.8万股 | -69股-0.37% | 减仓 |
| BBANK OF AMERBAC |
| 0.39% | 0.41% | $445.5万 | 7.8万股 | $382.8万 | 7.9万股 | -349股-0.44% | 减仓 |
 VisaV |
| 0.39% | 0.42% | $439.3万 | 1.3万股 | $398.3万 | 1.3万股 | -374股-2.84% | 减仓 |
