| V先锋领航指数基金VOO |
| 63.81% | 26.37% | $170.98亿 | 2,323.2万股 | $34.85亿 | 603.6万股 | +1,719.6万股+284.90% | 加仓 |
英伟达NVDA |
| 3.22% | 6.78% | $8.64亿 | 432.0万股 | $8.96亿 | 513.7万股 | -81.7万股-15.90% | 减仓 |
谷歌AGOOGL |
| 2.9% | 7.12% | $7.78亿 | 217.8万股 | $9.41亿 | 327.2万股 | -109.4万股-33.45% | 减仓 |
GE航空GE |
| 2.79% | — | $7.47亿 | 200.0万股 | $0 | 0股 | +200.0万股 | 新买入 |
Meta平台META |
| 2.32% | 8.45% | $6.22亿 | 110.3万股 | $11.17亿 | 195.2万股 | -84.8万股-43.47% | 减仓 |
苹果AAPL |
| 2.26% | 2.91% | $6.04亿 | 208.9万股 | $3.84亿 | 151.3万股 | +57.6万股+38.07% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.18% | 0.23% | $5.83亿 | 194.1万股 | $3,010.7万 | 12.1万股 | +182.0万股+1,499.18% | 加仓 |
甲骨文ORCL |
| 1.81% | 3.69% | $4.86亿 | 331.4万股 | $4.88亿 | 331.4万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.05% | 0.11% | $2.83亿 | 80.0万股 | $1,403.0万 | 4.9万股 | +75.1万股+1,535.79% | 加仓 |
| C花旗集团C |
| 0.96% | 0.91% | $2.57亿 | 183.5万股 | $1.20亿 | 105.5万股 | +78.0万股+73.95% | 加仓 |
高盛GS |
| 0.93% | 0.38% | $2.49亿 | 24.6万股 | $5,025.0万 | 5.9万股 | +18.7万股+314.08% | 加仓 |
AMD超威AMD |
| 0.92% | — | $2.46亿 | 42.4万股 | $0 | 0股 | +42.4万股 | 新买入 |
特斯拉TSLA |
| 0.88% | 1.53% | $2.36亿 | 56.1万股 | $2.03亿 | 54.5万股 | +1.6万股+2.96% | 加仓 |
第一资本COF |
| 0.72% | — | $1.93亿 | 96.0万股 | $0 | 0股 | +96.0万股 | 新买入 |
| SSANDISK COMSNDK |
| 0.62% | 0.27% | $1.65亿 | 7.3万股 | $3,625.4万 | 5.7万股 | +1.6万股+27.53% | 加仓 |
应用材料AMAT |
| 0.51% | 0.46% | $1.36亿 | 18.8万股 | $6,051.4万 | 17.7万股 | +1.1万股+6.26% | 加仓 |
亚马逊AMZN |
| 0.49% | 0.08% | $1.31亿 | 54.8万股 | $1,054.2万 | 5.1万股 | +49.7万股+982.71% | 加仓 |
微软MSFT |
| 0.45% | 0.15% | $1.20亿 | 32.3万股 | $1,927.8万 | 5.2万股 | +27.1万股+520.01% | 加仓 |
帕兰提尔PLTR |
| 0.4% | 1.16% | $1.07亿 | 92.1万股 | $1.53亿 | 104.6万股 | -12.5万股-11.99% | 减仓 |
泛林集团LRCX |
| 0.38% | 0.42% | $1.03亿 | 23.7万股 | $5,553.2万 | 26.0万股 | -2.3万股-8.71% | 减仓 |
NORFOLK SOUTHN COMNSC |
| 0.37% | 0.3% | $9,897.2万 | 31.5万股 | $3,917.5万 | 13.6万股 | +17.8万股+130.64% | 加仓 |
博通AVGO |
| 0.37% | 0.55% | $9,814.8万 | 26.0万股 | $7,326.8万 | 23.7万股 | +2.3万股+9.89% | 加仓 |
GOLAR LNG LTD SHSGLNG |
| 0.33% | 0.48% | $8,959.0万 | 179.8万股 | $6,329.3万 | 116.9万股 | +62.8万股+53.75% | 加仓 |
太平洋煤电PCG |
| 0.28% | 0.4% | $7,620.2万 | 453.2万股 | $5,337.8万 | 304.1万股 | +149.1万股+49.04% | 加仓 |
Arista网络ANET |
| 0.28% | — | $7,378.2万 | 43.4万股 | $0 | 0股 | +43.4万股 | 新买入 |
EQTEQT |
| 0.27% | 0.84% | $7,124.4万 | 134.0万股 | $1.11亿 | 174.1万股 | -40.0万股-23.01% | 减仓 |
NubankNU |
| 0.26% | — | $7,097.6万 | 531.1万股 | $0 | 0股 | +531.1万股 | 新买入 |
CrowdStrikeCRWD |
| 0.25% | 0.79% | $6,766.9万 | 8.9万股 | $1.04亿 | 26.7万股 | -17.8万股-66.79% | 减仓 |
EXPAND ENERGYEXE |
| 0.23% | 0.72% | $6,278.5万 | 68.9万股 | $9,467.1万 | 86.3万股 | -17.4万股-20.16% | 减仓 |
CienaCIEN |
| 0.23% | 0.2% | $6,233.0万 | 12.7万股 | $2,579.6万 | 6.6万股 | +6.1万股+91.16% | 加仓 |
美光科技MU |
| 0.23% | 1.01% | $6,178.9万 | 5.4万股 | $1.33亿 | 39.3万股 | -34.0万股-86.36% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.23% | — | $6,162.4万 | 27.9万股 | $0 | 0股 | +27.9万股 | 新买入 |
LumentumLITE |
| 0.23% | 0.61% | $6,140.2万 | 7.2万股 | $8,123.5万 | 11.6万股 | -4.4万股-38.08% | 减仓 |
| DDARLING INGREDIENTSDAR |
| 0.21% | 0.19% | $5,754.8万 | 105.3万股 | $2,523.7万 | 40.8万股 | +64.5万股+158.17% | 加仓 |
GXO LOGISTICS INCORPORATEDGXO |
| 0.21% | 0.16% | $5,634.3万 | 111.1万股 | $2,131.5万 | 41.1万股 | +70.0万股+170.30% | 加仓 |
霍尼韦尔HON |
| 0.2% | 0.71% | $5,317.5万 | 23.8万股 | $9,378.1万 | 41.5万股 | -17.7万股-42.76% | 减仓 |
FLUORFLR |
| 0.2% | 0.05% | $5,244.6万 | 100.1万股 | $605.3万 | 13.0万股 | +87.1万股+671.38% | 加仓 |
耐克NKE |
| 0.17% | — | $4,516.1万 | 110.0万股 | $0 | 0股 | +110.0万股 | 新买入 |
ALLY FINLALLY |
| 0.17% | — | $4,473.6万 | 97.3万股 | $0 | 0股 | +97.3万股 | 新买入 |
| TTERADYNETER |
| 0.17% | 0.23% | $4,435.4万 | 9.2万股 | $3,052.1万 | 10.3万股 | -1.1万股-10.95% | 减仓 |
美盛MOS |
| 0.16% | — | $4,345.0万 | 205.0万股 | $0 | 0股 | +205.0万股 | 新买入 |
GE VernovaGEV |
| 0.15% | 0.65% | $4,108.6万 | 3.5万股 | $8,566.3万 | 9.8万股 | -6.3万股-64.34% | 减仓 |
相干公司COHR |
| 0.15% | 0.44% | $4,005.2万 | 10.2万股 | $5,857.1万 | 24.6万股 | -14.4万股-58.71% | 减仓 |
| PPURECYCLE TECHNOLOGIESPCT |
| 0.15% | 0.06% | $4,003.9万 | 492.8万股 | $752.6万 | 144.9万股 | +347.9万股+240.14% | 加仓 |
| KKKR & COMKKR |
| 0.14% | — | $3,869.8万 | 42.2万股 | $0 | 0股 | +42.2万股 | 新买入 |
西部数据WDC |
| 0.14% | 0.41% | $3,830.5万 | 6.0万股 | $5,370.6万 | 19.8万股 | -13.8万股-69.77% | 减仓 |
希捷STX |
| 0.14% | 0.37% | $3,792.8万 | 3.9万股 | $4,914.2万 | 12.5万股 | -8.6万股-68.67% | 减仓 |
NateraNTRA |
| 0.14% | 0.37% | $3,721.1万 | 13.7万股 | $4,857.3万 | 24.3万股 | -10.6万股-43.58% | 减仓 |
| S道富XLI |
| 0.14% | — | $3,704.8万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| AATIATI |
| 0.13% | 0.09% | $3,565.6万 | 18.1万股 | $1,168.3万 | 8.0万股 | +10.1万股+125.20% | 加仓 |