 英伟达NVDA |
| 4.7% | 4.19% | $8,714.2万 | 43.6万股 | $6,391.9万 | 36.7万股 | +6.9万股+18.83% | 加仓 |
 苹果AAPL |
| 4.41% | 3.93% | $8,173.4万 | 28.2万股 | $5,991.9万 | 23.6万股 | +4.6万股+19.64% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.92% | 3.14% | $7,259.2万 | 20.5万股 | $4,784.9万 | 16.7万股 | +3.9万股+23.17% | 加仓 |
 特斯拉TSLA |
| 2.99% | 1.35% | $5,549.0万 | 13.2万股 | $2,059.8万 | 5.5万股 | +7.7万股+138.11% | 加仓 |
 微软MSFT |
| 2.96% | 4.66% | $5,492.3万 | 14.7万股 | $7,105.0万 | 19.2万股 | -4.5万股-23.29% | 减仓 |
| I景顺QQQ信托VOO |
| 2.95% | 7.66% | $5,469.4万 | 7.4万股 | $1.17亿 | 20.2万股 | -12.8万股-63.29% | 减仓 |
 亚马逊AMZN |
| 2.89% | 2.95% | $5,348.0万 | 22.4万股 | $4,500.3万 | 21.6万股 | +8,308股+3.84% | 加仓 |
 美光科技MU |
| 2.77% | 1.29% | $5,137.4万 | 4.5万股 | $1,970.3万 | 5.8万股 | -1.4万股-23.68% | 减仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 2.15% | 1.77% | $3,992.0万 | 19.8万股 | $2,697.3万 | 21.9万股 | -2.2万股-9.83% | 减仓 |
 英特尔INTC |
| 1.96% | 0.73% | $3,633.3万 | 26.0万股 | $1,105.8万 | 25.1万股 | +9,631股+3.84% | 加仓 |
 AMD超威AMD |
| 1.95% | 0.86% | $3,621.4万 | 6.2万股 | $1,306.8万 | 6.4万股 | -1,897股-2.95% | 减仓 |
 博通AVGO |
| 1.79% | 1.68% | $3,323.9万 | 8.8万股 | $2,562.1万 | 8.3万股 | +5,214股+6.30% | 加仓 |
 台积电TSM |
| 1.57% | 1.05% | $2,909.4万 | 6.1万股 | $1,603.1万 | 4.7万股 | +1.3万股+28.43% | 加仓 |
 Meta平台META |
| 1.33% | 1.8% | $2,458.9万 | 4.4万股 | $2,745.1万 | 4.8万股 | -4,329股-9.02% | 减仓 |
 VertivVRT |
| 1.33% | 1.29% | $2,456.4万 | 7.3万股 | $1,963.8万 | 7.8万股 | -5,005股-6.39% | 减仓 |
| IiShares安硕信托SGOV |
| 1.29% | 0.63% | $2,392.1万 | 23.8万股 | $960.5万 | 9.5万股 | +14.2万股+149.02% | 加仓 |
| V先锋领航指数基金VUG |
| 1.26% | 1.1% | $2,333.5万 | 27.1万股 | $1,683.3万 | 3.9万股 | +23.2万股+602.96% | 加仓 |
 阿斯麦ASML |
| 1.24% | 1.18% | $2,306.2万 | 1.2万股 | $1,795.8万 | 1.4万股 | -2,004股-14.74% | 减仓 |
 康宁GLW |
| 1.17% | 0.11% | $2,167.3万 | 8.5万股 | $166.0万 | 1.2万股 | +7.3万股+594.87% | 加仓 |
 礼来LLY |
| 1.16% | 0.96% | $2,150.8万 | 1.8万股 | $1,460.2万 | 1.6万股 | +2,056股+12.95% | 加仓 |
| TTERADYNETER |
| 1.11% | 0.18% | $2,056.5万 | 4.3万股 | $273.0万 | 9,210股 | +3.3万股+361.50% | 加仓 |
| IiShares安硕EUSA |
| 1.04% | 1.38% | $1,919.4万 | 16.8万股 | $2,107.4万 | 20.7万股 | -3.9万股-18.83% | 减仓 |
 好市多COST |
| 1.03% | 1.8% | $1,915.1万 | 2.0万股 | $2,750.4万 | 2.8万股 | -7,130股-25.83% | 减仓 |
| IiShares安硕·COREIJH |
| 0.97% | 1.01% | $1,804.8万 | 23.4万股 | $1,536.7万 | 22.8万股 | +6,493股+2.85% | 加仓 |
| IiShares安硕信托IWD |
| 0.94% | 0.86% | $1,742.4万 | 7.2万股 | $1,317.8万 | 6.2万股 | +1.0万股+16.54% | 加仓 |
 Arista网络ANET |
| 0.92% | 0.7% | $1,702.4万 | 10.0万股 | $1,059.9万 | 8.6万股 | +1.4万股+16.09% | 加仓 |
 联合健康UNH |
| 0.91% | 0.78% | $1,687.4万 | 4.1万股 | $1,192.2万 | 4.4万股 | -3,461股-7.86% | 减仓 |
 摩根大通JPM |
| 0.9% | 0.88% | $1,675.2万 | 5.1万股 | $1,343.6万 | 4.6万股 | +5,500股+12.04% | 加仓 |
| RRETURN STACKED U.S. STOCKS & MANAGED FUTURESETFRSST |
| 0.89% | 0.83% | $1,648.2万 | 50.4万股 | $1,270.0万 | 44.9万股 | +5.5万股+12.27% | 加仓 |
| PPROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETFQQQA |
| 0.86% | — | $1,603.1万 | 18.8万股 | $0 | 0股 | +18.8万股 | 新买入 |
 诺和诺德NVO |
| 0.86% | 1.09% | $1,599.3万 | 33.4万股 | $1,654.3万 | 45.0万股 | -11.7万股-25.89% | 减仓 |
| IiShares安硕信托LQD |
| 0.81% | 0.86% | $1,499.9万 | 13.8万股 | $1,313.5万 | 12.1万股 | +1.7万股+14.11% | 加仓 |
 NETFLIXNFLX |
| 0.81% | 1.72% | $1,495.8万 | 20.9万股 | $2,617.0万 | 27.2万股 | -6.3万股-23.03% | 减仓 |
| SSPDR道富系列信托SPMB |
| 0.79% | 0.86% | $1,464.2万 | 65.6万股 | $1,314.7万 | 58.7万股 | +6.9万股+11.77% | 加仓 |
| SSPDR道富系列信托CERY |
| 0.79% | 0.41% | $1,461.3万 | 43.7万股 | $628.7万 | 17.8万股 | +25.9万股+145.02% | 加仓 |
 GE VernovaGEV |
| 0.78% | 0.04% | $1,445.1万 | 1.2万股 | $66.4万 | 760股 | +1.2万股+1,518.42% | 加仓 |
| PPOWELL INDSPOWL |
| 0.76% | 0.58% | $1,415.8万 | 4.9万股 | $891.5万 | 1.6万股 | +3.3万股+200.05% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.75% | 0.86% | $1,384.7万 | 2.8万股 | $1,309.4万 | 2.7万股 | +347股+1.27% | 加仓 |
 美国运通AXP |
| 0.7% | 0.68% | $1,292.0万 | 3.8万股 | $1,030.5万 | 3.4万股 | +4,130股+12.12% | 加仓 |
| F第一信托交易所交易基金FDM |
| 0.69% | 1.02% | $1,280.8万 | 13.8万股 | $1,554.2万 | 18.9万股 | -5.2万股-27.35% | 减仓 |
 MP MATERIALSMP |
| 0.69% | 0.71% | $1,277.5万 | 22.8万股 | $1,084.3万 | 22.5万股 | +3,400股+1.51% | 加仓 |
 埃克森美孚XOM |
| 0.68% | 0.97% | $1,256.3万 | 9.2万股 | $1,477.5万 | 8.7万股 | +4,805股+5.52% | 加仓 |
| IINVESCO SHORT TERM TREASURY ETFTBLL |
| 0.66% | 0.4% | $1,228.7万 | 11.6万股 | $609.8万 | 5.8万股 | +5.9万股+101.46% | 加仓 |
 高盛GS |
| 0.63% | 0.66% | $1,163.8万 | 1.2万股 | $1,002.8万 | 1.2万股 | -347股-2.93% | 减仓 |
 西部数据WDC |
| 0.62% | 0.32% | $1,158.3万 | 1.8万股 | $482.2万 | 1.8万股 | +307股+1.72% | 加仓 |
| S道富SPAB |
| 0.62% | 0.65% | $1,142.2万 | 44.8万股 | $983.7万 | 38.4万股 | +6.4万股+16.57% | 加仓 |
 强生JNJ |
| 0.6% | 0.03% | $1,112.7万 | 4.4万股 | $53.3万 | 2,180股 | +4.2万股+1,909.72% | 加仓 |
| IiShares安硕信托XT |
| 0.6% | 0.51% | $1,110.1万 | 13.4万股 | $772.0万 | 11.3万股 | +2.1万股+18.59% | 加仓 |
 GENERAL MILLS COMGIS |
| 0.6% | — | $1,107.3万 | 31.8万股 | $0 | 0股 | +31.8万股 | 新买入 |
 泛林集团LRCX |
| 0.59% | 0.29% | $1,091.0万 | 2.5万股 | $447.1万 | 2.1万股 | +4,250股+20.31% | 加仓 |
