| IiShares安硕信托TLT |
| 22.75% | 0.51% | $153.90亿 | 1.78亿股 | $1.79亿 | 206.5万股 | +1.76亿股+8,526.05% | 加仓 |
| SSpaceXSPCX |
| 6.58% | — | $44.52亿 | 2,605.6万股 | $0 | 0股 | +2,605.6万股 | 新买入 |
 英伟达NVDA |
| 4.76% | 7.44% | $32.20亿 | 1,609.5万股 | $25.98亿 | 1,489.9万股 | +119.6万股+8.03% | 加仓 |
 苹果AAPL |
| 3.36% | 5.46% | $22.73亿 | 785.6万股 | $19.05亿 | 750.6万股 | +34.9万股+4.65% | 加仓 |
 谷歌AGOOGL |
| 2.28% | 5.03% | $15.45亿 | 432.3万股 | $17.55亿 | 610.3万股 | -178.0万股-29.16% | 减仓 |
 美光科技MU |
| 2.26% | 1.1% | $15.30亿 | 132.5万股 | $3.84亿 | 113.6万股 | +19.0万股+16.69% | 加仓 |
 微软MSFT |
| 2.26% | 4.1% | $15.28亿 | 409.7万股 | $14.31亿 | 386.7万股 | +23.1万股+5.96% | 加仓 |
 亚马逊AMZN |
| 2.01% | 3.22% | $13.60亿 | 570.7万股 | $11.24亿 | 539.8万股 | +30.9万股+5.72% | 加仓 |
 博通AVGO |
| 1.98% | 2.98% | $13.42亿 | 355.4万股 | $10.41亿 | 336.3万股 | +19.1万股+5.67% | 加仓 |
 AMD超威AMD |
| 1.73% | 0.88% | $11.72亿 | 201.7万股 | $3.09亿 | 151.8万股 | +49.9万股+32.86% | 加仓 |
 特斯拉TSLA |
| 1.34% | 2.3% | $9.09亿 | 216.0万股 | $8.01亿 | 215.6万股 | +4,356股+0.20% | 加仓 |
| V先锋领航指数基金VOO |
| 1.26% | 1.95% | $8.55亿 | 124.5万股 | $6.81亿 | 113.9万股 | +10.6万股+9.30% | 加仓 |
 Meta平台META |
| 1.17% | 2.19% | $7.89亿 | 140.1万股 | $7.63亿 | 133.4万股 | +6.7万股+5.02% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.05% | 0.01% | $7.10亿 | 200.9万股 | $300.3万 | 1.0万股 | +199.9万股+19,088.41% | 加仓 |
 应用材料AMAT |
| 1.04% | 0.77% | $7.05亿 | 97.5万股 | $2.68亿 | 78.5万股 | +19.0万股+24.16% | 加仓 |
 英特尔INTC |
| 0.96% | 0.58% | $6.50亿 | 465.8万股 | $2.01亿 | 455.7万股 | +10.1万股+2.22% | 加仓 |
 泛林集团LRCX |
| 0.95% | 0.77% | $6.46亿 | 149.0万股 | $2.69亿 | 126.0万股 | +23.0万股+18.24% | 加仓 |
 科磊KLAC |
| 0.82% | 0.63% | $5.52亿 | 182.9万股 | $2.21亿 | 15.0万股 | +167.9万股+1,116.16% | 加仓 |
 台积电TSM |
| 0.76% | 0.12% | $5.17亿 | 108.2万股 | $4,041.6万 | 12.0万股 | +96.3万股+805.16% | 加仓 |
 德州仪器TXN |
| 0.65% | 0.79% | $4.40亿 | 147.5万股 | $2.75亿 | 141.9万股 | +5.6万股+3.97% | 加仓 |
 迈威尔MRVL |
| 0.63% | 0.4% | $4.29亿 | 144.0万股 | $1.39亿 | 140.1万股 | +3.9万股+2.78% | 加仓 |
 沃尔玛WMT |
| 0.53% | 0.97% | $3.55亿 | 313.8万股 | $3.38亿 | 271.7万股 | +42.2万股+15.52% | 加仓 |
| Q高通QCOM |
| 0.52% | 0.77% | $3.54亿 | 191.6万股 | $2.69亿 | 208.7万股 | -17.1万股-8.21% | 减仓 |
 阿斯麦ASML |
| 0.51% | 0.01% | $3.46亿 | 17.4万股 | $370.9万 | 2,808股 | +17.1万股+6,097.86% | 加仓 |
 礼来LLY |
| 0.51% | 0.72% | $3.43亿 | 28.6万股 | $2.51亿 | 27.2万股 | +1.4万股+5.05% | 加仓 |
| SSANDISK COMSNDK |
| 0.5% | 0.11% | $3.35亿 | 14.7万股 | $3,760.2万 | 5.9万股 | +8.8万股+149.01% | 加仓 |
 思科CSCO |
| 0.46% | 0.51% | $3.11亿 | 265.0万股 | $1.80亿 | 231.4万股 | +33.7万股+14.55% | 加仓 |
| S道富SPYM |
| 0.45% | 0.68% | $3.04亿 | 346.2万股 | $2.38亿 | 310.9万股 | +35.2万股+11.32% | 加仓 |
 AMGEN COMAMGN |
| 0.42% | 0.64% | $2.84亿 | 78.6万股 | $2.22亿 | 63.0万股 | +15.5万股+24.62% | 加仓 |
 摩根大通JPM |
| 0.41% | 0.67% | $2.80亿 | 85.5万股 | $2.33亿 | 79.1万股 | +6.4万股+8.10% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.4% | 0.46% | $2.71亿 | 68.2万股 | $1.60亿 | 50.2万股 | +18.0万股+35.89% | 加仓 |
 好市多COST |
| 0.4% | 0.71% | $2.69亿 | 28.8万股 | $2.47亿 | 24.8万股 | +4.0万股+16.04% | 加仓 |
 默沙东MRK |
| 0.39% | 0.62% | $2.61亿 | 203.3万股 | $2.15亿 | 178.7万股 | +24.6万股+13.74% | 加仓 |
 NETFLIXNFLX |
| 0.38% | 1.07% | $2.59亿 | 362.1万股 | $3.72亿 | 386.8万股 | -24.8万股-6.40% | 减仓 |
 百事可乐PEP |
| 0.38% | 0.68% | $2.54亿 | 187.9万股 | $2.36亿 | 152.1万股 | +35.7万股+23.49% | 加仓 |
| IiShares安硕信托IVV |
| 0.37% | 0.76% | $2.52亿 | 33.7万股 | $2.65亿 | 40.6万股 | -6.9万股-16.98% | 减仓 |
 联合健康UNH |
| 0.37% | 0.46% | $2.52亿 | 60.6万股 | $1.59亿 | 58.9万股 | +1.7万股+2.92% | 加仓 |
 家得宝HD |
| 0.35% | 0.51% | $2.38亿 | 67.4万股 | $1.78亿 | 54.1万股 | +13.2万股+24.45% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.35% | 0.12% | $2.35亿 | 36.7万股 | $4,224.4万 | 12.9万股 | +23.9万股+185.68% | 加仓 |
 Arm控股ARM |
| 0.33% | 0.17% | $2.22亿 | 62.5万股 | $5,767.4万 | 38.1万股 | +24.4万股+64.00% | 加仓 |
 可口可乐KO |
| 0.32% | 0.52% | $2.18亿 | 268.3万股 | $1.80亿 | 237.3万股 | +30.9万股+13.04% | 加仓 |
 宝洁PG |
| 0.32% | 0.49% | $2.16亿 | 147.3万股 | $1.73亿 | 119.5万股 | +27.7万股+23.20% | 加仓 |
| IiShares安硕IEMG |
| 0.31% | 0.59% | $2.10亿 | 253.7万股 | $2.05亿 | 293.2万股 | -39.6万股-13.49% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.31% | 0.51% | $2.09亿 | 41.7万股 | $1.77亿 | 36.9万股 | +4.8万股+13.00% | 加仓 |
 VisaV |
| 0.29% | 0.44% | $1.99亿 | 58.0万股 | $1.54亿 | 50.9万股 | +7.1万股+13.97% | 加仓 |
 威瑞森VZ |
| 0.29% | 0.57% | $1.97亿 | 466.4万股 | $2.00亿 | 398.5万股 | +67.9万股+17.05% | 加仓 |
 希捷STX |
| 0.29% | 0.19% | $1.94亿 | 20.1万股 | $6,628.3万 | 16.9万股 | +3.2万股+19.08% | 加仓 |
 雪佛龙CVX |
| 0.29% | 0.61% | $1.93亿 | 116.5万股 | $2.14亿 | 103.6万股 | +12.9万股+12.45% | 加仓 |
 林德LIN |
| 0.28% | 0.46% | $1.91亿 | 36.7万股 | $1.59亿 | 32.1万股 | +4.6万股+14.45% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.28% | 0.01% | $1.88亿 | 185.0万股 | $491.5万 | 7.7万股 | +177.4万股+2,317.68% | 加仓 |
