 美光科技MU |
| 32.71% | 25.93% | $6.88亿 | 59.6万股 | $3.06亿 | 90.6万股 | -31.0万股-34.19% | 减仓 |
 英伟达NVDA |
| 16.76% | 27.11% | $3.53亿 | 176.2万股 | $3.20亿 | 183.5万股 | -7.3万股-3.96% | 减仓 |
 NEBIUSNBIS |
| 8.49% | 6.29% | $1.79亿 | 64.7万股 | $7,422.1万 | 71.5万股 | -6.8万股-9.57% | 减仓 |
 AMD超威AMD |
| 5.8% | 5.33% | $1.22亿 | 21.0万股 | $6,291.6万 | 30.9万股 | -9.9万股-32.16% | 减仓 |
 相干公司COHR |
| 2.77% | 3.44% | $5,818.9万 | 14.8万股 | $4,064.0万 | 17.1万股 | -2.3万股-13.54% | 减仓 |
 VistraVST |
| 1.5% | 0.85% | $3,158.5万 | 19.9万股 | $998.6万 | 6.6万股 | +13.3万股+199.73% | 加仓 |
 CrowdStrikeCRWD |
| 1.48% | 1.4% | $3,119.1万 | 4.1万股 | $1,646.4万 | 4.2万股 | -1,300股-3.08% | 减仓 |
 谷歌AGOOGL |
| 1.48% | 2.08% | $3,117.7万 | 8.7万股 | $2,455.4万 | 8.5万股 | +1,852股+2.17% | 加仓 |
 布鲁克菲尔德BN |
| 1.47% | 1.93% | $3,091.4万 | 72.6万股 | $2,281.7万 | 56.4万股 | +16.2万股+28.74% | 加仓 |
| IIBMIBM |
| 1.4% | 1.08% | $2,944.8万 | 10.5万股 | $1,277.4万 | 5.3万股 | +5.2万股+98.71% | 加仓 |
 礼来LLY |
| 1.39% | 1.59% | $2,918.9万 | 2.4万股 | $1,880.1万 | 2.0万股 | +3,895股+19.05% | 加仓 |
 BROOKFIELD INFRASTRUCTUREBIPC |
| 1.31% | 0.33% | $2,756.6万 | 71.6万股 | $386.1万 | 9.8万股 | +61.8万股+632.86% | 加仓 |
 杜克能源DUK |
| 1.28% | 1.33% | $2,691.2万 | 21.3万股 | $1,573.2万 | 12.0万股 | +9.2万股+76.95% | 加仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 1.19% | 0.32% | $2,509.1万 | 16.9万股 | $374.3万 | 4.4万股 | +12.5万股+282.71% | 加仓 |
 EQTEQT |
| 1.18% | 0.7% | $2,486.9万 | 46.8万股 | $820.5万 | 12.9万股 | +33.9万股+262.79% | 加仓 |
 苹果AAPL |
| 1.16% | 1.07% | $2,441.6万 | 8.4万股 | $1,256.9万 | 5.0万股 | +3.5万股+70.37% | 加仓 |
| BBROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITBEP |
| 1.16% | 0.11% | $2,430.4万 | 70.0万股 | $125.7万 | 3.9万股 | +66.1万股+1,717.66% | 加仓 |
 德文能源DVN |
| 1.13% | — | $2,366.4万 | 57.3万股 | $0 | 0股 | +57.3万股 | 新买入 |
 默沙东MRK |
| 0.97% | 0.85% | $2,041.7万 | 15.9万股 | $997.9万 | 8.3万股 | +7.6万股+91.52% | 加仓 |
 LumentumLITE |
| 0.96% | 1% | $2,026.7万 | 2.4万股 | $1,180.6万 | 1.7万股 | +6,820股+40.60% | 加仓 |
 道明尼能源D |
| 0.93% | 1.27% | $1,953.7万 | 28.6万股 | $1,497.3万 | 24.2万股 | +4.4万股+18.12% | 加仓 |
 NETFLIXNFLX |
| 0.92% | 1.91% | $1,935.1万 | 27.1万股 | $2,257.8万 | 23.5万股 | +3.6万股+15.42% | 加仓 |
| AASTERA LABSALAB |
| 0.9% | 0.83% | $1,886.2万 | 3.9万股 | $976.0万 | 8.9万股 | -5.0万股-56.15% | 减仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 0.89% | — | $1,875.1万 | 25.4万股 | $0 | 0股 | +25.4万股 | 新买入 |
 好市多COST |
| 0.86% | 1.65% | $1,818.4万 | 1.9万股 | $1,950.3万 | 2.0万股 | -135股-0.69% | 减仓 |
 BROOKFIELD RENEWABLEBEPC |
| 0.86% | 0.19% | $1,804.4万 | 48.6万股 | $226.8万 | 5.7万股 | +42.9万股+753.56% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.81% | 0.68% | $1,710.7万 | 89.5万股 | $802.5万 | 41.6万股 | +47.9万股+115.18% | 加仓 |
 VertivVRT |
| 0.72% | 1.8% | $1,522.4万 | 4.5万股 | $2,118.8万 | 8.5万股 | -3.9万股-46.23% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.64% | 0.97% | $1,345.4万 | 42.1万股 | $1,149.5万 | 34.3万股 | +7.8万股+22.75% | 加仓 |
 艾伯维ABBV |
| 0.54% | — | $1,126.1万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 星座能源CEG |
| 0.47% | 0.18% | $991.0万 | 4.0万股 | $212.2万 | 7,600股 | +3.2万股+425.00% | 加仓 |
 SEMPRA COMSRE |
| 0.44% | 0.46% | $924.4万 | 10.0万股 | $538.3万 | 5.5万股 | +4.4万股+79.98% | 加仓 |
 阿斯麦ASML |
| 0.35% | 0.06% | $743.7万 | 3,738股 | $75.9万 | 575股 | +3,163股+550.09% | 加仓 |
 泛林集团LRCX |
| 0.34% | 0.3% | $706.7万 | 1.6万股 | $350.4万 | 1.6万股 | -91股-0.55% | 减仓 |
 ServiceNowNOW |
| 0.32% | 0.28% | $675.6万 | 6.8万股 | $330.9万 | 3.2万股 | +3.6万股+115.01% | 加仓 |
 台积电TSM |
| 0.31% | 1.15% | $658.5万 | 1.4万股 | $1,360.4万 | 4.0万股 | -2.6万股-65.75% | 减仓 |
 英特尔INTC |
| 0.3% | — | $635.3万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 Meta平台META |
| 0.28% | 0.25% | $595.5万 | 1.1万股 | $289.3万 | 5,056股 | +5,515股+109.08% | 加仓 |
 特斯拉TSLA |
| 0.26% | 0.02% | $544.1万 | 1.3万股 | $22.1万 | 595股 | +1.2万股+2,074.12% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 0.23% | — | $485.0万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 微软MSFT |
| 0.23% | 0.32% | $473.3万 | 1.3万股 | $381.1万 | 1.0万股 | +2,393股+23.24% | 加仓 |
| TTEMA ETF TRUSTCANC |
| 0.21% | — | $440.5万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.17% | 0.29% | $363.0万 | 7,254股 | $338.1万 | 7,055股 | +199股+2.82% | 加仓 |
 GE VernovaGEV |
| 0.16% | 0.07% | $342.4万 | 2,914股 | $82.9万 | 950股 | +1,964股+206.74% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.16% | 0.47% | $338.7万 | 5.8万股 | $555.5万 | 9.5万股 | -3.7万股-38.67% | 减仓 |
 威廉姆斯WMB |
| 0.13% | — | $271.3万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 切尼尔能源LNG |
| 0.09% | 0.18% | $187.6万 | 7,850股 | $214.2万 | 7,550股 | +300股+3.97% | 加仓 |
 摩根大通JPM |
| 0.09% | 0.17% | $187.2万 | 5,719股 | $205.9万 | 7,000股 | -1,281股-18.30% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.09% | 0.08% | $185.3万 | 1.8万股 | $99.4万 | 9,884股 | +8,500股+86.00% | 加仓 |
| AAMKOR TECHNOLOGYAMKR |
| 0.08% | — | $172.5万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
