| AAlphabet Inc Class CGOOG |
| 5.25% | 5.01% | $5.42亿 | 148.5万股 | $4.44亿 | 149.1万股 | -6,001股-0.40% | 减仓 |
 苹果AAPL |
| 5.25% | 5.02% | $5.41亿 | 173.1万股 | $4.45亿 | 171.8万股 | +1.3万股+0.77% | 加仓 |
 英伟达NVDA |
| 5.23% | 5.54% | $5.39亿 | 275.7万股 | $4.91亿 | 276.3万股 | -5,540股-0.20% | 减仓 |
 微软MSFT |
| 3.56% | 4.1% | $3.67亿 | 95.0万股 | $3.63亿 | 97.5万股 | -2.5万股-2.53% | 减仓 |
 亚马逊AMZN |
| 3.3% | 3.34% | $3.40亿 | 139.3万股 | $2.96亿 | 139.2万股 | +666股+0.05% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.16% | 3.26% | $3.26亿 | 43.4万股 | $2.89亿 | 43.8万股 | -4,434股-1.01% | 减仓 |
| IiShares安硕信托IVV |
| 2.91% | 3% | $3.00亿 | 39.7万股 | $2.66亿 | 40.2万股 | -4,829股-1.20% | 减仓 |
 博通AVGO |
| 2.56% | 2.98% | $2.64亿 | 70.7万股 | $2.64亿 | 84.0万股 | -13.3万股-15.82% | 减仓 |
 摩根大通JPM |
| 2.22% | 2.24% | $2.29亿 | 67.7万股 | $1.98亿 | 67.2万股 | +5,174股+0.77% | 加仓 |
 礼来LLY |
| 1.72% | 1.55% | $1.77亿 | 14.8万股 | $1.37亿 | 14.8万股 | -532股-0.36% | 减仓 |
 应用材料AMAT |
| 1.66% | 1.16% | $1.72亿 | 29.0万股 | $1.02亿 | 29.0万股 | -759股-0.26% | 减仓 |
 CrowdStrikeCRWD |
| 1.6% | 0.58% | $1.65亿 | 21.7万股 | $5,165.0万 | 13.0万股 | +8.7万股+67.13% | 加仓 |
 VisaV |
| 1.56% | 1.55% | $1.61亿 | 45.1万股 | $1.37亿 | 45.2万股 | -171股-0.04% | 减仓 |
 Meta平台META |
| 1.51% | 1.67% | $1.56亿 | 26.0万股 | $1.48亿 | 25.8万股 | +1,971股+0.77% | 加仓 |
| IiShares安硕·COREIJH |
| 1.41% | 1.41% | $1.45亿 | 189.9万股 | $1.25亿 | 182.2万股 | +7.7万股+4.20% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.17% | 1.29% | $1.21亿 | 23.8万股 | $1.14亿 | 24.0万股 | -1,785股-0.74% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.16% | 1.12% | $1.20亿 | 167.1万股 | $9,931.5万 | 152.5万股 | +14.6万股+9.56% | 加仓 |
| IiShares安硕·COREIJR |
| 1.02% | 0.98% | $1.06亿 | 72.0万股 | $8,689.2万 | 68.9万股 | +3.0万股+4.43% | 加仓 |
 特斯拉TSLA |
| 0.99% | 0.96% | $1.02亿 | 24.3万股 | $8,535.1万 | 24.2万股 | +1,088股+0.45% | 加仓 |
 美光科技MU |
| 0.93% | 0.34% | $9,552.1万 | 9.7万股 | $3,010.1万 | 8.0万股 | +1.7万股+21.73% | 加仓 |
| IiShares安硕IEMG |
| 0.92% | 0.83% | $9,463.8万 | 115.4万股 | $7,346.5万 | 104.7万股 | +10.7万股+10.19% | 加仓 |
 高盛GS |
| 0.91% | 0.88% | $9,374.8万 | 8.9万股 | $7,784.7万 | 9.0万股 | -1,051股-1.17% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.89% | 0.94% | $9,154.7万 | 13.1万股 | $8,319.7万 | 13.3万股 | -1,664股-1.25% | 减仓 |
 雷神技术RTX |
| 0.87% | 1% | $8,962.1万 | 44.5万股 | $8,826.7万 | 44.5万股 | +186股+0.04% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.87% | 0.77% | $8,925.8万 | 29.9万股 | $6,844.8万 | 27.1万股 | +2.7万股+10.10% | 加仓 |
 TJXTJX |
| 0.86% | 1.08% | $8,906.9万 | 58.9万股 | $9,546.1万 | 59.0万股 | -1,266股-0.21% | 减仓 |
 谷歌AGOOGL |
| 0.86% | 0.85% | $8,891.4万 | 24.3万股 | $7,557.2万 | 25.2万股 | -9,286股-3.69% | 减仓 |
 CloudflareNET |
| 0.83% | 0.81% | $8,535.9万 | 34.5万股 | $7,221.0万 | 34.1万股 | +3,847股+1.13% | 加仓 |
 泛林集团LRCX |
| 0.81% | 0.42% | $8,302.6万 | 23.7万股 | $3,764.4万 | 17.1万股 | +6.6万股+38.97% | 加仓 |
 DANAHER DEL COMDHR |
| 0.74% | 0.68% | $7,657.4万 | 39.5万股 | $6,050.6万 | 31.5万股 | +8.1万股+25.58% | 加仓 |
 默沙东MRK |
| 0.73% | 0.8% | $7,511.3万 | 59.2万股 | $7,074.8万 | 58.5万股 | +7,049股+1.20% | 加仓 |
 Arm控股ARM |
| 0.68% | 0.1% | $7,019.6万 | 21.8万股 | $874.7万 | 5.9万股 | +15.9万股+270.52% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.67% | 0.7% | $6,949.1万 | 21.6万股 | $6,198.2万 | 21.5万股 | +702股+0.33% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.67% | 0.72% | $6,933.5万 | 115.4万股 | $6,358.3万 | 117.7万股 | -2.3万股-1.95% | 减仓 |
| IiShares安硕信托IWC |
| 0.67% | 0.6% | $6,909.8万 | 34.8万股 | $5,289.9万 | 32.4万股 | +2.4万股+7.38% | 加仓 |
 沃尔玛WMT |
| 0.67% | 0.88% | $6,864.5万 | 62.0万股 | $7,813.8万 | 61.6万股 | +4,103股+0.67% | 加仓 |
 UNITED RENTALSURI |
| 0.65% | 0.51% | $6,745.1万 | 6.1万股 | $4,537.7万 | 6.2万股 | -275股-0.45% | 减仓 |
 雪佛龙CVX |
| 0.64% | 0.89% | $6,637.0万 | 39.5万股 | $7,886.9万 | 39.7万股 | -1,783股-0.45% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.64% | 0.61% | $6,591.4万 | 26.0万股 | $5,431.5万 | 25.5万股 | +5,513股+2.16% | 加仓 |
 黑石集团BX |
| 0.62% | 0.64% | $6,429.6万 | 52.1万股 | $5,659.0万 | 50.4万股 | +1.7万股+3.32% | 加仓 |
 艾伯维ABBV |
| 0.59% | 0.57% | $6,134.4万 | 24.1万股 | $5,008.3万 | 24.2万股 | -1,518股-0.63% | 减仓 |
 直觉外科ISRG |
| 0.57% | 0.57% | $5,928.8万 | 13.7万股 | $5,028.3万 | 11.1万股 | +2.6万股+23.29% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.55% | 0.56% | $5,640.6万 | 4.2万股 | $4,957.3万 | 4.2万股 | -108股-0.26% | 减仓 |
| IiShares安硕信托IEFA |
| 0.54% | 0.55% | $5,614.1万 | 57.1万股 | $4,892.3万 | 53.2万股 | +3.9万股+7.26% | 加仓 |
 LumentumLITE |
| 0.54% | 0.65% | $5,573.7万 | 7.6万股 | $5,718.3万 | 7.4万股 | +2,178股+2.94% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.52% | 0.43% | $5,329.0万 | 24.0万股 | $3,847.2万 | 19.9万股 | +4.1万股+20.49% | 加仓 |
 好市多COST |
| 0.51% | 0.77% | $5,309.1万 | 5.6万股 | $6,856.5万 | 6.7万股 | -1.1万股-17.00% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.49% | 0.38% | $5,071.9万 | 67股 | $3,367.6万 | 47股 | +20股+42.55% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.49% | 0.52% | $5,027.5万 | 18.6万股 | $4,576.7万 | 18.6万股 | -381股-0.20% | 减仓 |
 柯蒂斯怀特CW |
| 0.48% | 0.48% | $4,987.8万 | 6.3万股 | $4,282.8万 | 6.1万股 | +1,656股+2.70% | 加仓 |
