 苹果AAPL |
| 6.3% | 2.88% | $1.93亿 | 66.5万股 | $3,844.1万 | 15.2万股 | +51.4万股+339.13% | 加仓 |
 英伟达NVDA |
| 3.41% | 2.55% | $1.04亿 | 52.0万股 | $3,408.8万 | 19.6万股 | +32.5万股+165.99% | 加仓 |
 特斯拉TSLA |
| 2.82% | 0.66% | $8,608.4万 | 20.5万股 | $876.9万 | 2.4万股 | +18.1万股+767.24% | 加仓 |
 微软MSFT |
| 2.04% | 1.33% | $6,216.9万 | 16.7万股 | $1,774.0万 | 4.8万股 | +11.9万股+247.97% | 加仓 |
 亚马逊AMZN |
| 2.01% | 1.35% | $6,128.2万 | 25.7万股 | $1,802.8万 | 8.7万股 | +17.1万股+196.96% | 加仓 |
 AMD超威AMD |
| 1.98% | — | $6,053.5万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 谷歌AGOOGL |
| 1.84% | 1.02% | $5,627.5万 | 15.7万股 | $1,361.5万 | 4.7万股 | +11.0万股+232.55% | 加仓 |
 卡特彼勒CAT |
| 1.66% | — | $5,058.5万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| I景顺交易所交易基金信托RSP |
| 1.65% | 2.92% | $5,043.5万 | 23.7万股 | $3,891.3万 | 20.3万股 | +3.4万股+16.83% | 加仓 |
 迪士尼DIS |
| 1.62% | 3.31% | $4,943.0万 | 51.4万股 | $4,414.4万 | 45.8万股 | +5.5万股+12.06% | 加仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 1.62% | — | $4,937.5万 | 33.3万股 | $0 | 0股 | +33.3万股 | 新买入 |
| B贝莱德·ETF TRUST IIBINC |
| 1.54% | 3.43% | $4,708.8万 | 90.0万股 | $4,576.7万 | 88.1万股 | +1.9万股+2.13% | 加仓 |
 帕兰提尔PLTR |
| 1.39% | 0.27% | $4,233.9万 | 36.3万股 | $355.8万 | 2.4万股 | +33.9万股+1,391.74% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.24% | 2.69% | $3,792.0万 | 83.4万股 | $3,594.8万 | 78.7万股 | +4.6万股+5.86% | 加仓 |
 美光科技MU |
| 1.21% | — | $3,695.0万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| PPUTNAM ETF TRUSTPVAL |
| 1.13% | 2.44% | $3,444.8万 | 67.6万股 | $3,253.8万 | 70.1万股 | -2.5万股-3.58% | 减仓 |
| S道富SPYM |
| 1.13% | 2.01% | $3,439.7万 | 39.1万股 | $2,687.9万 | 35.1万股 | +4.0万股+11.39% | 加仓 |
| S道富SPAB |
| 1.13% | 2.59% | $3,438.1万 | 134.7万股 | $3,454.1万 | 134.7万股 | +19股+0.00% | 加仓 |
 Meta平台META |
| 1.12% | 0.69% | $3,413.8万 | 6.1万股 | $919.8万 | 1.6万股 | +4.5万股+276.95% | 加仓 |
 台积电TSM |
| 1.09% | 0.34% | $3,341.6万 | 7.0万股 | $451.5万 | 1.3万股 | +5.7万股+423.57% | 加仓 |
| I景顺QQQ信托VOO |
| 1.09% | 0.73% | $3,314.5万 | 4.5万股 | $973.5万 | 1.7万股 | +2.8万股+166.85% | 加仓 |
| V先锋领航指数基金VUG |
| 1.07% | 1.9% | $3,265.8万 | 37.9万股 | $2,539.3万 | 5.8万股 | +32.1万股+551.13% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.98% | 0.54% | $3,008.1万 | 8.5万股 | $725.1万 | 2.5万股 | +6.0万股+236.73% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.88% | 1.42% | $2,686.8万 | 3.6万股 | $1,900.3万 | 2.9万股 | +6,748股+23.08% | 加仓 |
 埃克森美孚XOM |
| 0.84% | 0.97% | $2,558.7万 | 18.7万股 | $1,288.2万 | 7.6万股 | +11.1万股+146.48% | 加仓 |
 强生JNJ |
| 0.81% | 1.47% | $2,459.2万 | 9.7万股 | $1,962.6万 | 8.0万股 | +1.7万股+20.60% | 加仓 |
 英特尔INTC |
| 0.8% | 0.05% | $2,444.9万 | 17.5万股 | $68.0万 | 1.5万股 | +16.0万股+1,036.46% | 加仓 |
 摩根大通JPM |
| 0.78% | 0.68% | $2,381.7万 | 7.3万股 | $907.9万 | 3.1万股 | +4.2万股+135.61% | 加仓 |
| SSYNTEC OPTICSOPTX |
| 0.77% | — | $2,361.7万 | 189.7万股 | $0 | 0股 | +189.7万股 | 新买入 |
| IiShares安硕信托EFV |
| 0.77% | 1.76% | $2,349.2万 | 30.7万股 | $2,349.5万 | 31.6万股 | -8,954股-2.83% | 减仓 |
 礼来LLY |
| 0.76% | — | $2,332.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.76% | — | $2,323.8万 | 23.3万股 | $0 | 0股 | +23.3万股 | 新买入 |
 雪佛龙CVX |
| 0.74% | 0.31% | $2,252.3万 | 13.6万股 | $419.6万 | 2.0万股 | +11.6万股+569.51% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.72% | 0.45% | $2,204.9万 | 4.4万股 | $604.4万 | 1.3万股 | +3.1万股+249.31% | 加仓 |
 博通AVGO |
| 0.71% | 0.83% | $2,156.9万 | 5.7万股 | $1,112.3万 | 3.6万股 | +2.1万股+58.88% | 加仓 |
 艾伯维ABBV |
| 0.64% | 0.5% | $1,960.8万 | 7.8万股 | $669.8万 | 3.1万股 | +4.7万股+153.01% | 加仓 |
| IIBMIBM |
| 0.64% | 0.57% | $1,957.9万 | 7.0万股 | $754.8万 | 3.1万股 | +3.8万股+123.48% | 加仓 |
| BBANK OF AMERBAC |
| 0.64% | 0.2% | $1,951.8万 | 34.3万股 | $263.5万 | 5.4万股 | +28.8万股+532.90% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.62% | 0.9% | $1,904.5万 | 20.8万股 | $1,206.6万 | 13.2万股 | +7.6万股+57.84% | 加仓 |
 应用材料AMAT |
| 0.61% | — | $1,855.5万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| RRACKSPACE TECHNOLOGYRXT |
| 0.61% | 0.02% | $1,853.7万 | 283.9万股 | $21.9万 | 22.4万股 | +261.5万股+1,167.29% | 加仓 |
| PPGIM ULTRAPULS |
| 0.59% | 1.4% | $1,791.1万 | 36.1万股 | $1,870.5万 | 37.8万股 | -1.6万股-4.32% | 减仓 |
 甲骨文ORCL |
| 0.55% | — | $1,668.4万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.54% | 1.69% | $1,646.9万 | 4.5万股 | $2,256.0万 | 5.2万股 | -7,721股-14.73% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.51% | 1.01% | $1,561.2万 | 17.2万股 | $1,354.2万 | 17.1万股 | +584股+0.34% | 加仓 |
 好市多COST |
| 0.51% | — | $1,546.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| IiShares安硕信托IWD |
| 0.49% | 0.76% | $1,490.6万 | 6.1万股 | $1,014.1万 | 4.7万股 | +1.4万股+29.55% | 加仓 |
 泛林集团LRCX |
| 0.49% | 0.21% | $1,486.6万 | 3.4万股 | $281.3万 | 1.3万股 | +2.1万股+160.41% | 加仓 |
 雷神技术RTX |
| 0.46% | 0.74% | $1,417.4万 | 7.5万股 | $986.3万 | 5.1万股 | +2.4万股+46.09% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.45% | 0.85% | $1,379.7万 | 11.1万股 | $1,138.5万 | 2.7万股 | +8.4万股+315.80% | 加仓 |
