 英伟达NVDA |
| 7.07% | 7.42% | $1.15亿 | 57.6万股 | $1.01亿 | 57.9万股 | -2,851股-0.49% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.51% | 5.36% | $8,979.4万 | 25.4万股 | $7,290.1万 | 25.4万股 | +1股+0.00% | 加仓 |
 谷歌AGOOGL |
| 4.02% | 3.85% | $6,551.2万 | 18.3万股 | $5,233.4万 | 18.2万股 | +1,322股+0.73% | 加仓 |
 PALO ALTOPANW |
| 3.64% | 2.01% | $5,924.2万 | 17.4万股 | $2,729.8万 | 17.0万股 | +3,447股+2.02% | 加仓 |
 苹果AAPL |
| 3.29% | 3.44% | $5,353.6万 | 18.5万股 | $4,677.3万 | 18.4万股 | +719股+0.39% | 加仓 |
 VanEck ETF信托SMH |
| 3.06% | 2.19% | $4,994.7万 | 7.6万股 | $2,986.9万 | 7.8万股 | -1,753股-2.25% | 减仓 |
 亚马逊AMZN |
| 2.6% | 2.69% | $4,235.3万 | 17.8万股 | $3,653.9万 | 17.5万股 | +2,259股+1.29% | 加仓 |
 AMD超威AMD |
| 2.48% | 1.16% | $4,037.3万 | 6.9万股 | $1,576.3万 | 7.7万股 | -7,987股-10.31% | 减仓 |
 阿斯麦ASML |
| 2.43% | 1.95% | $3,965.0万 | 2.0万股 | $2,659.8万 | 2.0万股 | -207股-1.03% | 减仓 |
 卡特彼勒CAT |
| 2.36% | 1.93% | $3,844.6万 | 3.6万股 | $2,620.9万 | 3.7万股 | -891股-2.41% | 减仓 |
 微软MSFT |
| 2.14% | 2.52% | $3,495.1万 | 9.4万股 | $3,423.6万 | 9.2万股 | +1,210股+1.31% | 加仓 |
 摩根大通JPM |
| 2.08% | 2.17% | $3,390.3万 | 10.4万股 | $2,958.6万 | 10.1万股 | +2,996股+2.98% | 加仓 |
 安费诺APH |
| 2.06% | 1.76% | $3,352.7万 | 19.0万股 | $2,395.4万 | 19.0万股 | +563股+0.30% | 加仓 |
 VertivVRT |
| 2% | 1.93% | $3,252.4万 | 9.7万股 | $2,630.0万 | 10.5万股 | -7,820股-7.45% | 减仓 |
 台积电TSM |
| 1.95% | 1.69% | $3,179.6万 | 6.7万股 | $2,297.4万 | 6.8万股 | -1,401股-2.06% | 减仓 |
 Meta平台META |
| 1.94% | 2.32% | $3,168.4万 | 5.6万股 | $3,153.4万 | 5.5万股 | +1,132股+2.05% | 加仓 |
 QUANTA SVCSPWR |
| 1.74% | 1.6% | $2,830.4万 | 3.9万股 | $2,180.0万 | 4.0万股 | -398股-1.00% | 减仓 |
 好市多COST |
| 1.74% | 2.19% | $2,828.9万 | 3.0万股 | $2,976.7万 | 3.0万股 | +366股+1.23% | 加仓 |
 摩根士丹利MS |
| 1.42% | 1.33% | $2,321.6万 | 11.1万股 | $1,810.2万 | 11.0万股 | +1,066股+0.97% | 加仓 |
 D R HORTONDHI |
| 1.26% | 1.27% | $2,059.1万 | 12.6万股 | $1,734.3万 | 12.6万股 | +35股+0.03% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.21% | 1.07% | $1,977.7万 | 5.3万股 | $1,454.9万 | 5.2万股 | +333股+0.64% | 加仓 |
 ShopifySHOP |
| 1.17% | 1.44% | $1,911.6万 | 16.7万股 | $1,956.2万 | 16.5万股 | +2,505股+1.52% | 加仓 |
| EEXTREME NETWORKSEXTR |
| 1.16% | 0.65% | $1,885.1万 | 58.2万股 | $878.2万 | 58.2万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.12% | 1.18% | $1,818.4万 | 5.3万股 | $1,607.9万 | 5.3万股 | -197股-0.37% | 减仓 |
| TTOLL BROTHERSTOL |
| 1.07% | 1% | $1,742.8万 | 10.6万股 | $1,367.2万 | 10.0万股 | +5,606股+5.60% | 加仓 |
 博通AVGO |
| 1.07% | 0.91% | $1,738.2万 | 4.6万股 | $1,233.4万 | 4.0万股 | +6,166股+15.47% | 加仓 |
| T赛默飞世尔TMO |
| 1.06% | 1.25% | $1,728.6万 | 3.4万股 | $1,698.0万 | 3.5万股 | -67股-0.19% | 减仓 |
 家得宝HD |
| 1.03% | 1.11% | $1,681.9万 | 4.8万股 | $1,513.3万 | 4.6万股 | +1,676股+3.64% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1% | 0.33% | $1,632.4万 | 3.8万股 | $446.3万 | 2.7万股 | +1.1万股+39.15% | 加仓 |
 直觉外科ISRG |
| 0.95% | 1.26% | $1,551.0万 | 3.9万股 | $1,714.5万 | 3.7万股 | +1,809股+4.86% | 加仓 |
 NETFLIXNFLX |
| 0.94% | 1.49% | $1,524.6万 | 21.4万股 | $2,026.3万 | 21.1万股 | +2,781股+1.32% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.9% | 0.7% | $1,470.4万 | 5.8万股 | $958.5万 | 6.4万股 | -5,776股-9.09% | 减仓 |
 沃尔玛WMT |
| 0.9% | 1.15% | $1,468.8万 | 13.0万股 | $1,561.1万 | 12.6万股 | +4,068股+3.24% | 加仓 |
| IiShares安硕信托IBDS |
| 0.88% | 0.99% | $1,435.8万 | 59.3万股 | $1,349.4万 | 55.7万股 | +3.6万股+6.49% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.87% | 0.9% | $1,412.5万 | 1.9万股 | $1,224.5万 | 1.9万股 | +86股+0.46% | 加仓 |
 优步UBER |
| 0.85% | 1.04% | $1,392.1万 | 19.3万股 | $1,414.6万 | 19.7万股 | -3,756股-1.91% | 减仓 |
 CloudflareNET |
| 0.84% | 0.82% | $1,371.3万 | 5.6万股 | $1,114.9万 | 5.4万股 | +1,873股+3.47% | 加仓 |
| IiShares安硕信托IBDT |
| 0.82% | 0.91% | $1,337.2万 | 53.0万股 | $1,241.6万 | 49.0万股 | +3.9万股+8.04% | 加仓 |
 迪尔DE |
| 0.8% | 0.8% | $1,311.1万 | 2.1万股 | $1,087.4万 | 1.9万股 | +1,364股+7.07% | 加仓 |
| SSPDR黄金信托GLD |
| 0.79% | 1.14% | $1,285.2万 | 3.5万股 | $1,549.9万 | 3.6万股 | -1,130股-3.14% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.78% | 0.86% | $1,266.7万 | 54.7万股 | $1,173.8万 | 50.5万股 | +4.2万股+8.39% | 加仓 |
 WASTE MGMT DELWM |
| 0.76% | 0.8% | $1,238.3万 | 5.6万股 | $1,083.6万 | 4.7万股 | +8,403股+17.82% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.74% | 0.85% | $1,212.3万 | 2.4万股 | $1,153.8万 | 2.4万股 | +150股+0.62% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.73% | 0.93% | $1,192.9万 | 2.3万股 | $1,265.2万 | 2.3万股 | +143股+0.64% | 加仓 |
 史赛克SYK |
| 0.71% | 0.89% | $1,157.2万 | 3.7万股 | $1,214.6万 | 3.7万股 | -209股-0.57% | 减仓 |
| S道富XLI |
| 0.7% | 0.72% | $1,147.4万 | 6.2万股 | $981.8万 | 6.1万股 | +1,239股+2.04% | 加仓 |
 TJXTJX |
| 0.67% | 0.64% | $1,091.6万 | 7.2万股 | $875.7万 | 5.5万股 | +1.7万股+31.40% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.66% | 0.75% | $1,073.9万 | 49.3万股 | $1,024.4万 | 46.8万股 | +2.5万股+5.26% | 加仓 |
 自由港麦克莫兰FCX |
| 0.64% | 0.52% | $1,036.4万 | 16.5万股 | $712.2万 | 12.1万股 | +4.4万股+36.01% | 加仓 |
 万事达MA |
| 0.62% | 0.72% | $1,008.1万 | 2.0万股 | $975.0万 | 2.0万股 | +115股+0.59% | 加仓 |
