 英伟达NVDA |
| 3.18% | 3.01% | $6.04亿 | 301.7万股 | $4.71亿 | 270.3万股 | +31.4万股+11.62% | 加仓 |
 苹果AAPL |
| 2.45% | 2.61% | $4.65亿 | 160.8万股 | $4.09亿 | 161.1万股 | -3,235股-0.20% | 减仓 |
 台积电TSM |
| 2.1% | 0.4% | $3.99亿 | 83.6万股 | $6,299.9万 | 18.6万股 | +65.0万股+348.43% | 加仓 |
 谷歌AGOOGL |
| 2% | 1.79% | $3.79亿 | 106.1万股 | $2.81亿 | 97.8万股 | +8.3万股+8.51% | 加仓 |
 美光科技MU |
| 1.68% | 0.53% | $3.18亿 | 27.6万股 | $8,241.3万 | 24.4万股 | +3.2万股+13.07% | 加仓 |
 亚马逊AMZN |
| 1.54% | 1.37% | $2.93亿 | 122.8万股 | $2.15亿 | 103.4万股 | +19.5万股+18.82% | 加仓 |
 微软MSFT |
| 1.39% | 1.91% | $2.63亿 | 70.6万股 | $2.99亿 | 80.7万股 | -10.1万股-12.57% | 减仓 |
 博通AVGO |
| 1.34% | 1.38% | $2.55亿 | 67.4万股 | $2.17亿 | 70.0万股 | -2.5万股-3.60% | 减仓 |
 礼来LLY |
| 0.87% | 0.81% | $1.66亿 | 13.8万股 | $1.27亿 | 13.8万股 | +297股+0.22% | 加仓 |
 Meta平台META |
| 0.86% | 1.05% | $1.62亿 | 28.8万股 | $1.65亿 | 28.9万股 | -115股-0.04% | 减仓 |
 埃克森美孚XOM |
| 0.83% | 1.09% | $1.57亿 | 114.6万股 | $1.71亿 | 101.1万股 | +13.5万股+13.40% | 加仓 |
 摩根大通JPM |
| 0.82% | 0.87% | $1.56亿 | 47.5万股 | $1.37亿 | 46.4万股 | +1.1万股+2.39% | 加仓 |
 AMD超威AMD |
| 0.77% | 0.34% | $1.46亿 | 25.1万股 | $5,305.0万 | 26.1万股 | -9,369股-3.59% | 减仓 |
 泛林集团LRCX |
| 0.71% | 0.48% | $1.35亿 | 31.3万股 | $7,481.4万 | 35.0万股 | -3.8万股-10.71% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.71% | 0.79% | $1.35亿 | 190.0万股 | $1.24亿 | 193.6万股 | -3.7万股-1.90% | 减仓 |
 雪佛龙CVX |
| 0.69% | 0.99% | $1.32亿 | 79.4万股 | $1.55亿 | 74.9万股 | +4.6万股+6.08% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.77% | $1.30亿 | 36.7万股 | $1.21亿 | 42.0万股 | -5.3万股-12.53% | 减仓 |
| IiShares安硕信托IDEV |
| 0.6% | 0.69% | $1.14亿 | 127.6万股 | $1.08亿 | 129.0万股 | -1.4万股-1.11% | 减仓 |
 ExpediaEXPE |
| 0.58% | 0.41% | $1.09亿 | 42.8万股 | $6,474.0万 | 28.0万股 | +14.7万股+52.56% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 0.57% | 0.71% | $1.08亿 | 92.3万股 | $1.12亿 | 95.9万股 | -3.6万股-3.75% | 减仓 |
 西部数据WDC |
| 0.51% | 0.32% | $9,751.7万 | 15.3万股 | $4,984.8万 | 18.4万股 | -3.2万股-17.15% | 减仓 |
 好市多COST |
| 0.5% | 0.43% | $9,403.3万 | 10.1万股 | $6,754.9万 | 6.8万股 | +3.3万股+48.28% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.48% | 0.46% | $9,176.8万 | 153.7万股 | $7,159.7万 | 132.5万股 | +21.3万股+16.06% | 加仓 |
 GE VernovaGEV |
| 0.48% | 0.4% | $9,049.7万 | 7.7万股 | $6,246.3万 | 7.2万股 | +5,470股+7.64% | 加仓 |
 VistraVST |
| 0.47% | 0.42% | $8,933.6万 | 56.3万股 | $6,631.2万 | 44.1万股 | +12.2万股+27.67% | 加仓 |
 强生JNJ |
| 0.47% | 0.49% | $8,859.7万 | 34.9万股 | $7,635.6万 | 31.2万股 | +3.6万股+11.68% | 加仓 |
 高盛GS |
| 0.46% | 0.32% | $8,674.1万 | 8.6万股 | $5,048.2万 | 6.0万股 | +2.6万股+43.73% | 加仓 |
 特斯拉TSLA |
| 0.45% | 0.43% | $8,475.9万 | 20.2万股 | $6,779.1万 | 18.2万股 | +1.9万股+10.51% | 加仓 |
 应用材料AMAT |
| 0.45% | 0.27% | $8,467.0万 | 11.7万股 | $4,298.5万 | 12.6万股 | -8,656股-6.88% | 减仓 |
| C花旗集团C |
| 0.41% | 0.11% | $7,837.7万 | 56.0万股 | $1,694.7万 | 14.9万股 | +41.1万股+274.76% | 加仓 |
 卡特彼勒CAT |
| 0.41% | 0.34% | $7,696.2万 | 7.2万股 | $5,333.4万 | 7.5万股 | -3,009股-4.00% | 减仓 |
 PALO ALTOPANW |
| 0.4% | 0.23% | $7,627.1万 | 22.4万股 | $3,550.7万 | 22.1万股 | +2,178股+0.98% | 加仓 |
 VertivVRT |
| 0.4% | 0.33% | $7,571.5万 | 22.6万股 | $5,152.8万 | 20.6万股 | +2.1万股+9.97% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.4% | 0.55% | $7,518.6万 | 15.0万股 | $8,581.2万 | 17.9万股 | -2.9万股-16.09% | 减仓 |
 默沙东MRK |
| 0.39% | 0.39% | $7,413.4万 | 57.7万股 | $6,108.5万 | 50.8万股 | +6.9万股+13.61% | 加仓 |
 思科CSCO |
| 0.38% | 0.34% | $7,217.2万 | 61.4万股 | $5,298.2万 | 68.3万股 | -6.8万股-10.02% | 减仓 |
 NETFLIXNFLX |
| 0.38% | 0.53% | $7,194.4万 | 100.8万股 | $8,253.0万 | 85.8万股 | +14.9万股+17.39% | 加仓 |
| S嘉信策略信托SCHR |
| 0.37% | 0.31% | $7,034.7万 | 286.2万股 | $4,802.2万 | 193.4万股 | +92.9万股+48.02% | 加仓 |
 英特尔INTC |
| 0.36% | 0.13% | $6,914.9万 | 49.5万股 | $2,045.9万 | 46.4万股 | +3.2万股+6.82% | 加仓 |
 BOOKING COMBKNG |
| 0.35% | 0.32% | $6,656.5万 | 37.3万股 | $5,030.1万 | 1.2万股 | +36.2万股+3,025.96% | 加仓 |
| BBANK OF AMERBAC |
| 0.35% | 0.35% | $6,582.3万 | 115.5万股 | $5,453.1万 | 111.9万股 | +3.7万股+3.27% | 加仓 |
 VisaV |
| 0.33% | 0.38% | $6,328.0万 | 18.4万股 | $5,982.4万 | 19.8万股 | -1.3万股-6.82% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.33% | 0.43% | $6,234.7万 | 125.8万股 | $6,729.0万 | 134.8万股 | -8.9万股-6.64% | 减仓 |
| I景顺QQQ信托VOO |
| 0.32% | — | $6,145.0万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
 VALERO ENERGY COMVLO |
| 0.32% | 0.18% | $6,037.1万 | 23.2万股 | $2,879.9万 | 11.7万股 | +11.5万股+98.87% | 加仓 |
 联合健康UNH |
| 0.31% | 0.2% | $5,800.4万 | 14.0万股 | $3,119.5万 | 11.5万股 | +2.4万股+21.06% | 加仓 |
| IiShares安硕信托ITOT |
| 0.31% | — | $5,793.3万 | 35.3万股 | $0 | 0股 | +35.3万股 | 新买入 |
| CCOMFORT SYS USAFIX |
| 0.3% | 0.31% | $5,722.3万 | 2.9万股 | $4,896.9万 | 3.6万股 | -6,639股-18.70% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.3% | 0.35% | $5,717.8万 | 69.2万股 | $5,458.1万 | 68.6万股 | +6,296股+0.92% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.3% | 0.35% | $5,651.4万 | 54.8万股 | $5,425.2万 | 54.3万股 | +5,126股+0.94% | 加仓 |
