 特斯拉TSLA |
| 4.97% | 5.14% | $2,872.7万 | 6.8万股 | $2,515.6万 | 6.8万股 | +633股+0.94% | 加仓 |
 美光科技MU |
| 4.57% | 2.5% | $2,640.9万 | 2.3万股 | $1,226.6万 | 3.6万股 | -1.3万股-36.96% | 减仓 |
 亚马逊AMZN |
| 3.97% | 3.87% | $2,290.7万 | 9.6万股 | $1,898.1万 | 9.1万股 | +4,973股+5.46% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.93% | 3.76% | $2,269.7万 | 6.4万股 | $1,840.4万 | 6.4万股 | +82股+0.13% | 加仓 |
 英伟达NVDA |
| 2.78% | 2.59% | $1,605.2万 | 8.0万股 | $1,269.4万 | 7.3万股 | +7,441股+10.22% | 加仓 |
 Meta平台META |
| 2.4% | 2.84% | $1,386.7万 | 2.5万股 | $1,392.0万 | 2.4万股 | +287股+1.18% | 加仓 |
 科磊KLAC |
| 2.27% | 1.31% | $1,311.5万 | 4.3万股 | $640.6万 | 4,351股 | +3.9万股+899.08% | 加仓 |
| AADVISORS SER TRKAT |
| 1.95% | 2.36% | $1,124.1万 | 20.8万股 | $1,155.0万 | 21.6万股 | -7,567股-3.51% | 减仓 |
| FFIRST TRUST STOXX EUROPEAN SELECT DIVIDENDINDEX FUNDFDD |
| 1.73% | 2.01% | $1,001.9万 | 54.0万股 | $984.9万 | 55.3万股 | -1.3万股-2.33% | 减仓 |
 AMD超威AMD |
| 1.59% | 0.67% | $919.2万 | 1.6万股 | $328.7万 | 1.6万股 | -335股-2.07% | 减仓 |
 谷歌AGOOGL |
| 1.58% | 1.47% | $911.8万 | 2.6万股 | $722.2万 | 2.5万股 | +397股+1.58% | 加仓 |
 卡梅科CCJ |
| 1.48% | 1.83% | $856.8万 | 8.4万股 | $894.4万 | 8.2万股 | +1,770股+2.15% | 加仓 |
 高盛GS |
| 1.45% | 1.43% | $838.7万 | 8,293股 | $700.1万 | 8,275股 | +18股+0.22% | 加仓 |
 微软MSFT |
| 1.42% | 1.59% | $822.6万 | 2.2万股 | $776.6万 | 2.1万股 | +1,072股+5.11% | 加仓 |
 帕兰提尔PLTR |
| 1.21% | 1.69% | $697.5万 | 6.0万股 | $828.6万 | 5.7万股 | +3,143股+5.55% | 加仓 |
 摩根大通JPM |
| 1.14% | 1.19% | $659.0万 | 2.0万股 | $582.9万 | 2.0万股 | +317股+1.60% | 加仓 |
| V先锋领航指数基金VTV |
| 1.14% | 1.21% | $656.9万 | 3.0万股 | $590.5万 | 3.0万股 | +45股+0.15% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.88% | 0.83% | $509.2万 | 5.0万股 | $407.7万 | 6.3万股 | -1.3万股-21.10% | 减仓 |
 自由港麦克莫兰FCX |
| 0.87% | 0.95% | $504.8万 | 8.0万股 | $462.9万 | 7.9万股 | +1,505股+1.91% | 加仓 |
 苹果AAPL |
| 0.84% | 0.94% | $482.3万 | 1.7万股 | $461.2万 | 1.8万股 | -1,505股-8.28% | 减仓 |
 达美航空DAL |
| 0.83% | 0.69% | $477.4万 | 5.1万股 | $338.0万 | 5.1万股 | +125股+0.25% | 加仓 |
 PALO ALTOPANW |
| 0.81% | 0.44% | $468.0万 | 1.4万股 | $215.1万 | 1.3万股 | +309股+2.30% | 加仓 |
 DOUBLELINE INCOME SOLUTIONS FD COMDSL |
| 0.81% | 1.02% | $467.8万 | 42.3万股 | $500.2万 | 46.2万股 | -3.9万股-8.43% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.79% | 0.56% | $454.3万 | 1.8万股 | $274.2万 | 1.8万股 | -325股-1.79% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.75% | 0.5% | $435.6万 | 6,799股 | $242.6万 | 7,383股 | -584股-7.91% | 减仓 |
| AABCELLERA BIOLOGICS INC COMABCL |
| 0.75% | 0.39% | $433.0万 | 55.2万股 | $190.6万 | 54.6万股 | +5,500股+1.01% | 加仓 |
 DOUBLELINE OPPORTUNISTIC CRDBL |
| 0.74% | 0.84% | $424.6万 | 29.5万股 | $411.5万 | 28.2万股 | +1.3万股+4.75% | 加仓 |
 Varonis Systems,VRNS |
| 0.71% | 0.43% | $409.4万 | 9.8万股 | $209.5万 | 9.8万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.65% | 0.68% | $375.9万 | 1.8万股 | $333.4万 | 1.7万股 | +298股+1.72% | 加仓 |
 ARES CAPITALARCC |
| 0.62% | 0.63% | $360.2万 | 19.4万股 | $309.9万 | 17.2万股 | +2.2万股+13.03% | 加仓 |
 VisaV |
| 0.62% | 0.6% | $359.9万 | 1.0万股 | $296.2万 | 9,799股 | +692股+7.06% | 加仓 |
 直觉外科ISRG |
| 0.61% | 0.78% | $354.6万 | 8,917股 | $381.2万 | 8,269股 | +648股+7.84% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.61% | 0.83% | $353.8万 | 6.7万股 | $408.3万 | 6.7万股 | -32股-0.05% | 减仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.6% | 0.82% | $347.9万 | 7.6万股 | $403.5万 | 7.6万股 | -44股-0.06% | 减仓 |
 ShopifySHOP |
| 0.6% | 0.6% | $347.2万 | 3.0万股 | $294.3万 | 2.5万股 | +5,596股+22.55% | 加仓 |
 BLACKROCK RESOURCES & COBCX |
| 0.6% | 0.8% | $346.1万 | 30.6万股 | $389.5万 | 32.3万股 | -1.7万股-5.33% | 减仓 |
 洛克希德马丁LMT |
| 0.59% | 0.83% | $342.8万 | 6,729股 | $407.9万 | 6,750股 | -21股-0.31% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.58% | 0.65% | $337.4万 | 2.1万股 | $316.2万 | 2.1万股 | 00.00% | 持仓不变 |
 AEROVIRONMENTAVAV |
| 0.54% | 0.68% | $314.6万 | 1.9万股 | $335.1万 | 1.8万股 | +754股+4.12% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.61% | $310.3万 | 6,201股 | $297.2万 | 6,201股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.51% | 0.53% | $295.1万 | 7,975股 | $258.9万 | 8,069股 | -94股-1.16% | 减仓 |
 艾伯维ABBV |
| 0.51% | 0.48% | $291.8万 | 1.2万股 | $234.6万 | 1.1万股 | +811股+7.52% | 加仓 |
| V先锋领航·MIDVO |
| 0.49% | 0.51% | $282.2万 | 3.5万股 | $251.3万 | 8,751股 | +2.6万股+300.22% | 加仓 |
 博通AVGO |
| 0.49% | 0.48% | $280.8万 | 7,433股 | $236.0万 | 7,624股 | -191股-2.51% | 减仓 |
 NUVEEN AMT FREE QLTY MUNNEA |
| 0.49% | 0.47% | $280.7万 | 23.8万股 | $230.1万 | 20.4万股 | +3.4万股+16.80% | 加仓 |
| IIBMIBM |
| 0.48% | 0.33% | $275.9万 | 9,810股 | $160.8万 | 6,635股 | +3,175股+47.85% | 加仓 |
| DDEUTSCHE BK |
| 0.47% | 0.49% | $271.2万 | 8.0万股 | $241.9万 | 8.1万股 | -895股-1.10% | 减仓 |
| Q高通QCOM |
| 0.47% | 0.5% | $270.6万 | 1.5万股 | $243.1万 | 1.9万股 | -4,234股-22.43% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.47% | 0.49% | $268.9万 | 1.1万股 | $237.8万 | 1.1万股 | +119股+1.09% | 加仓 |
 卡特彼勒CAT |
| 0.47% | 0.38% | $268.6万 | 2,522股 | $184.3万 | 2,602股 | -80股-3.07% | 减仓 |
