 英伟达NVDA |
| 4.23% | 3.97% | $1,539.8万 | 7.7万股 | $1,132.4万 | 6.5万股 | +1.2万股+18.51% | 加仓 |
| IiShares安硕IEMG |
| 3.63% | — | $1,320.8万 | 15.9万股 | $0 | 0股 | +15.9万股 | 新买入 |
 苹果AAPL |
| 3.52% | 3.74% | $1,282.9万 | 4.4万股 | $1,068.3万 | 4.2万股 | +2,245股+5.33% | 加仓 |
 微软MSFT |
| 2.47% | 2.48% | $900.3万 | 2.4万股 | $707.7万 | 1.9万股 | +5,016股+26.24% | 加仓 |
 谷歌AGOOGL |
| 2.45% | 2.47% | $891.1万 | 2.5万股 | $704.0万 | 2.4万股 | +454股+1.85% | 加仓 |
 台积电TSM |
| 2.01% | 1.81% | $731.8万 | 1.5万股 | $515.2万 | 1.5万股 | +79股+0.52% | 加仓 |
 亚马逊AMZN |
| 1.82% | 1.9% | $662.9万 | 2.8万股 | $543.2万 | 2.6万股 | +1,734股+6.65% | 加仓 |
 美光科技MU |
| 1.6% | 0.62% | $583.5万 | 5,055股 | $178.2万 | 5,274股 | -219股-4.15% | 减仓 |
| IiShares安硕信托IEFA |
| 1.54% | — | $562.4万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 EQTEQT |
| 1.51% | 2.31% | $550.9万 | 10.4万股 | $658.7万 | 10.4万股 | +119股+0.11% | 加仓 |
 博通AVGO |
| 1.51% | 1.3% | $548.5万 | 1.5万股 | $371.4万 | 1.2万股 | +2,521股+21.01% | 加仓 |
 EXPAND ENERGYEXE |
| 1.41% | 1.92% | $512.2万 | 5.6万股 | $548.9万 | 5.0万股 | +6,290股+12.58% | 加仓 |
 特斯拉TSLA |
| 1.04% | 0.93% | $377.9万 | 8,985股 | $265.1万 | 7,131股 | +1,854股+26.00% | 加仓 |
 Meta平台META |
| 1.03% | 1.11% | $374.8万 | 6,654股 | $315.9万 | 5,522股 | +1,132股+20.50% | 加仓 |
 VanEck ETF信托GDXJ |
| 0.93% | 1.45% | $339.0万 | 3.5万股 | $414.1万 | 3.5万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.92% | 0.83% | $335.2万 | 2,795股 | $237.9万 | 2,586股 | +209股+8.08% | 加仓 |
 AMD超威AMD |
| 0.78% | 0.18% | $285.9万 | 4,922股 | $50.4万 | 2,476股 | +2,446股+98.79% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.77% | 0.92% | $281.9万 | 5,634股 | $263.8万 | 5,505股 | +129股+2.34% | 加仓 |
 摩根大通JPM |
| 0.74% | 0.44% | $270.2万 | 8,256股 | $126.5万 | 4,301股 | +3,955股+91.96% | 加仓 |
 思科CSCO |
| 0.73% | 0.61% | $267.1万 | 2.3万股 | $175.3万 | 2.3万股 | +155股+0.69% | 加仓 |
| UUNITED MICROELECTRONICSUMC |
| 0.69% | 0.39% | $251.4万 | 9.2万股 | $112.5万 | 12.5万股 | -3.3万股-26.28% | 减仓 |
 强生JNJ |
| 0.68% | 0.84% | $249.5万 | 9,824股 | $239.4万 | 9,793股 | +31股+0.32% | 加仓 |
 CVS健康CVS |
| 0.64% | 0.58% | $233.8万 | 2.3万股 | $165.2万 | 2.3万股 | -303股-1.32% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.62% | — | $224.8万 | 6,361股 | $0 | 0股 | +6,361股 | 新买入 |
| LLargo IncLGO |
| 0.6% | 0.86% | $220.1万 | 220.1万股 | $246.5万 | 220.1万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.6% | 0.13% | $217.7万 | 1.6万股 | $38.0万 | 8,603股 | +6,991股+81.26% | 加仓 |
 VisaV |
| 0.6% | 0.61% | $217.4万 | 6,337股 | $175.0万 | 5,790股 | +547股+9.45% | 加仓 |
 阿斯麦ASML |
| 0.6% | 0.45% | $216.8万 | 1,090股 | $127.9万 | 968股 | +122股+12.60% | 加仓 |
 CRISPR THERAPEUTICSCRSP |
| 0.53% | 0.59% | $193.6万 | 3.6万股 | $168.9万 | 3.6万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.49% | 0.19% | $178.1万 | 2,463股 | $55.0万 | 1,609股 | +854股+53.08% | 加仓 |
 GE航空GE |
| 0.48% | 0.25% | $176.4万 | 4,721股 | $71.7万 | 2,527股 | +2,194股+86.82% | 加仓 |
 埃克森美孚XOM |
| 0.48% | 0.69% | $175.1万 | 1.3万股 | $197.0万 | 1.2万股 | +1,199股+10.33% | 加仓 |
 可口可乐KO |
| 0.47% | 0.51% | $170.7万 | 2.1万股 | $146.7万 | 1.9万股 | +1,710股+8.86% | 加仓 |
 泛林集团LRCX |
| 0.45% | 0.23% | $164.1万 | 3,787股 | $66.9万 | 3,133股 | +654股+20.87% | 加仓 |
 默沙东MRK |
| 0.45% | 0.53% | $163.2万 | 1.3万股 | $150.6万 | 1.3万股 | +187股+1.49% | 加仓 |
 卡特彼勒CAT |
| 0.43% | 0.31% | $155.6万 | 1,461股 | $87.1万 | 1,230股 | +231股+18.78% | 加仓 |
 沃尔玛WMT |
| 0.43% | 0.69% | $155.2万 | 1.4万股 | $195.7万 | 1.6万股 | -2,046股-12.99% | 减仓 |
 WASTE MGMT DELWM |
| 0.42% | 0.55% | $153.9万 | 6,903股 | $158.3万 | 6,889股 | +14股+0.20% | 加仓 |
 CHUNGHWA TELECOMCHT |
| 0.42% | 0.52% | $152.8万 | 3.5万股 | $148.1万 | 3.5万股 | -542股-1.55% | 减仓 |
 万事达MA |
| 0.42% | 0.51% | $151.6万 | 2,951股 | $145.3万 | 2,907股 | +44股+1.51% | 加仓 |
 宝洁PG |
| 0.38% | 0.51% | $137.9万 | 9,405股 | $146.4万 | 1.0万股 | -729股-7.19% | 减仓 |
 希捷STX |
| 0.37% | 0.1% | $134.8万 | 1,397股 | $29.9万 | 764股 | +633股+82.85% | 加仓 |
 ICICI BANK LIMITEDIBN |
| 0.37% | 0.41% | $133.0万 | 4.6万股 | $118.1万 | 4.6万股 | +240股+0.53% | 加仓 |
 联合健康UNH |
| 0.35% | 0.09% | $128.8万 | 3,100股 | $26.7万 | 985股 | +2,115股+214.72% | 加仓 |
 雪佛龙CVX |
| 0.35% | 0.33% | $128.7万 | 7,766股 | $95.2万 | 4,602股 | +3,164股+68.75% | 加仓 |
 麦当劳MCD |
| 0.35% | 0.52% | $128.1万 | 4,739股 | $148.2万 | 4,769股 | -30股-0.63% | 减仓 |
 西部数据WDC |
| 0.35% | 0.11% | $126.8万 | 1,986股 | $31.4万 | 1,162股 | +824股+70.91% | 加仓 |
| IIBMIBM |
| 0.34% | 0.31% | $124.1万 | 4,412股 | $88.5万 | 3,653股 | +759股+20.78% | 加仓 |
 家得宝HD |
| 0.34% | 0.25% | $123.1万 | 3,490股 | $72.1万 | 2,192股 | +1,298股+59.22% | 加仓 |
 雷神技术RTX |
| 0.32% | 0.21% | $117.8万 | 6,207股 | $59.0万 | 3,058股 | +3,149股+102.98% | 加仓 |
