 苹果AAPL |
| 3.55% | 3.51% | $2.44亿 | 84.4万股 | $2.18亿 | 85.8万股 | -1.5万股-1.69% | 减仓 |
 英伟达NVDA |
| 3.39% | 3.15% | $2.33亿 | 116.6万股 | $1.95亿 | 112.0万股 | +4.5万股+4.06% | 加仓 |
 微软MSFT |
| 1.61% | 1.74% | $1.11亿 | 29.6万股 | $1.08亿 | 29.2万股 | +4,204股+1.44% | 加仓 |
 亚马逊AMZN |
| 1.57% | 1.52% | $1.08亿 | 45.4万股 | $9,452.5万 | 45.4万股 | +561股+0.12% | 加仓 |
 卡特彼勒CAT |
| 1.51% | 1.09% | $1.04亿 | 9.8万股 | $6,763.7万 | 9.5万股 | +2,124股+2.23% | 加仓 |
 谷歌AGOOGL |
| 1.41% | 1.33% | $9,742.4万 | 27.3万股 | $8,229.4万 | 28.6万股 | -1.4万股-4.74% | 减仓 |
| I景顺QQQ信托VOO |
| 1.41% | 1.3% | $9,716.8万 | 13.2万股 | $8,075.6万 | 14.0万股 | -7,964股-5.70% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 1.3% | 1.29% | $8,963.4万 | 110.6万股 | $7,998.9万 | 117.1万股 | -6.6万股-5.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.24% | 1.09% | $8,517.5万 | 24.1万股 | $6,782.2万 | 23.6万股 | +4,679股+1.98% | 加仓 |
 博通AVGO |
| 1.14% | 1.09% | $7,827.0万 | 20.7万股 | $6,753.6万 | 21.8万股 | -1.1万股-5.05% | 减仓 |
 摩根大通JPM |
| 1.09% | 1.1% | $7,527.3万 | 23.0万股 | $6,828.2万 | 23.2万股 | -2,170股-0.94% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.08% | 0.98% | $7,441.2万 | 10.0万股 | $6,059.8万 | 9.3万股 | +6,456股+6.94% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.96% | 0.93% | $6,633.2万 | 140.5万股 | $5,789.5万 | 144.0万股 | -3.5万股-2.43% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.95% | 1.08% | $6,549.1万 | 13.1万股 | $6,710.7万 | 14.0万股 | -9,161股-6.54% | 减仓 |
| IiShares安硕信托IVV |
| 0.91% | 0.84% | $6,278.6万 | 8.4万股 | $5,232.5万 | 8.0万股 | +3,737股+4.67% | 加仓 |
| C资本集团股息价值CCBG |
| 0.89% | 0.8% | $6,097.1万 | 123.7万股 | $4,973.2万 | 116.9万股 | +6.8万股+5.83% | 加仓 |
 美光科技MU |
| 0.82% | 0.56% | $5,660.7万 | 4.9万股 | $3,485.4万 | 10.3万股 | -5.4万股-52.47% | 减仓 |
 礼来LLY |
| 0.82% | 0.71% | $5,632.6万 | 4.7万股 | $4,402.6万 | 4.8万股 | -896股-1.87% | 减仓 |
 埃克森美孚XOM |
| 0.81% | 1.13% | $5,609.8万 | 41.0万股 | $7,017.6万 | 41.4万股 | -3,315股-0.80% | 减仓 |
 应用材料AMAT |
| 0.74% | 0.4% | $5,125.7万 | 7.1万股 | $2,459.8万 | 7.2万股 | -1,078股-1.50% | 减仓 |
 沃尔玛WMT |
| 0.72% | 0.86% | $4,959.6万 | 43.8万股 | $5,359.5万 | 43.1万股 | +6,657股+1.54% | 加仓 |
 Meta平台META |
| 0.72% | 0.8% | $4,956.7万 | 8.8万股 | $4,976.1万 | 8.7万股 | +1,020股+1.17% | 加仓 |
| F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV |
| 0.66% | 0.61% | $4,523.1万 | 59.6万股 | $3,817.6万 | 63.2万股 | -3.6万股-5.63% | 减仓 |
 强生JNJ |
| 0.65% | 0.69% | $4,444.3万 | 17.5万股 | $4,263.3万 | 17.4万股 | +577股+0.33% | 加仓 |
| IiShares安硕信托IWD |
| 0.59% | 0.62% | $4,035.2万 | 16.6万股 | $3,856.9万 | 18.0万股 | -1.4万股-7.79% | 减仓 |
| V先锋领航指数基金VOO |
| 0.57% | 0.55% | $3,894.2万 | 5.7万股 | $3,410.2万 | 5.7万股 | -376股-0.66% | 减仓 |
 西部数据WDC |
| 0.56% | 0.25% | $3,843.8万 | 6.0万股 | $1,533.9万 | 5.7万股 | +3,470股+6.12% | 加仓 |
 AMD超威AMD |
| 0.55% | 0.25% | $3,768.3万 | 6.5万股 | $1,523.8万 | 7.5万股 | -1.0万股-13.40% | 减仓 |
 英特尔INTC |
| 0.54% | 0.2% | $3,700.0万 | 26.5万股 | $1,223.5万 | 27.7万股 | -1.2万股-4.43% | 减仓 |
| SSPDR黄金信托GLD |
| 0.53% | 0.72% | $3,625.1万 | 9.8万股 | $4,446.4万 | 10.3万股 | -4,929股-4.77% | 减仓 |
 宝洁PG |
| 0.52% | 0.58% | $3,590.7万 | 24.5万股 | $3,597.1万 | 24.9万股 | -4,171股-1.68% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.51% | — | $3,478.4万 | 15.7万股 | $0 | 0股 | +15.7万股 | 新买入 |
 Arm控股ARM |
| 0.5% | 0.05% | $3,460.6万 | 9.8万股 | $295.1万 | 2.0万股 | +7.8万股+400.27% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.5% | 0.57% | $3,439.7万 | 93.6万股 | $3,562.8万 | 94.1万股 | -5,827股-0.62% | 减仓 |
| V先锋领航指数基金VUG |
| 0.5% | 0.5% | $3,439.2万 | 39.9万股 | $3,114.2万 | 7.1万股 | +32.8万股+460.32% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.5% | 0.54% | $3,435.2万 | 79.6万股 | $3,362.7万 | 85.3万股 | -5.6万股-6.61% | 减仓 |
 霍尼韦尔HON |
| 0.5% | 1.1% | $3,423.5万 | 15.3万股 | $6,824.0万 | 30.2万股 | -14.9万股-49.36% | 减仓 |
 NETFLIXNFLX |
| 0.49% | 0.75% | $3,363.1万 | 47.1万股 | $4,648.2万 | 48.3万股 | -1.2万股-2.57% | 减仓 |
 VisaV |
| 0.47% | 0.46% | $3,247.1万 | 9.5万股 | $2,883.5万 | 9.5万股 | -764股-0.80% | 减仓 |
 康宁GLW |
| 0.46% | 0.23% | $3,167.2万 | 12.4万股 | $1,432.0万 | 10.5万股 | +1.9万股+17.73% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.46% | 0.4% | $3,161.5万 | 8.0万股 | $2,467.4万 | 7.8万股 | +2,035股+2.62% | 加仓 |
 泛林集团LRCX |
| 0.45% | 0.3% | $3,114.8万 | 7.2万股 | $1,849.6万 | 8.7万股 | -1.5万股-16.97% | 减仓 |
| G通用动力VTI |
| 0.45% | 0.41% | $3,096.6万 | 8.4万股 | $2,557.9万 | 8.0万股 | +3,948股+4.95% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.43% | 0.39% | $2,957.6万 | 33.6万股 | $2,403.9万 | 6.5万股 | +27.1万股+414.29% | 加仓 |
 黑石集团BX |
| 0.43% | 0.46% | $2,938.7万 | 25.0万股 | $2,859.3万 | 24.9万股 | +1,076股+0.43% | 加仓 |
| V先锋领航指数基金VTV |
| 0.43% | 0.43% | $2,929.1万 | 13.4万股 | $2,692.8万 | 13.7万股 | -2,850股-2.08% | 减仓 |
| F第一信托·USTFVD |
| 0.42% | 0.47% | $2,879.7万 | 59.8万股 | $2,900.1万 | 61.7万股 | -1.9万股-3.07% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.38% | 0.43% | $2,611.0万 | 52.4万股 | $2,674.3万 | 53.7万股 | -1.2万股-2.27% | 减仓 |
 CrowdStrikeCRWD |
| 0.38% | 0.27% | $2,610.5万 | 3.4万股 | $1,679.4万 | 4.3万股 | -8,811股-20.48% | 减仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.37% | 0.53% | $2,529.9万 | 134.1万股 | $3,274.5万 | 134.3万股 | -1,864股-0.14% | 减仓 |
