 英伟达NVDA |
| 8.16% | 6.79% | $4,849.0万 | 24.2万股 | $4,509.9万 | 25.9万股 | -1.6万股-6.29% | 减仓 |
 微软MSFT |
| 4.26% | 3.83% | $2,531.2万 | 6.8万股 | $2,545.5万 | 6.9万股 | -907股-1.32% | 减仓 |
 博通AVGO |
| 4.23% | 2.89% | $2,517.4万 | 6.7万股 | $1,918.6万 | 6.2万股 | +4,655股+7.51% | 加仓 |
 苹果AAPL |
| 3.91% | 3.18% | $2,327.3万 | 8.0万股 | $2,111.1万 | 8.3万股 | -2,751股-3.31% | 减仓 |
 GE VernovaGEV |
| 3.7% | 3.31% | $2,197.1万 | 1.9万股 | $2,197.2万 | 2.5万股 | -6,470股-25.70% | 减仓 |
 科磊KLAC |
| 3.68% | 2.76% | $2,188.9万 | 7.3万股 | $1,834.2万 | 1.2万股 | +6.0万股+482.40% | 加仓 |
 谷歌AGOOGL |
| 3.49% | 2.73% | $2,075.3万 | 5.8万股 | $1,811.7万 | 6.3万股 | -4,932股-7.83% | 减仓 |
 亚马逊AMZN |
| 3.44% | 2.76% | $2,043.2万 | 8.6万股 | $1,833.9万 | 8.8万股 | -2,326股-2.64% | 减仓 |
 QUANTA SVCSPWR |
| 2.97% | 2.1% | $1,763.9万 | 2.4万股 | $1,393.6万 | 2.5万股 | -886股-3.49% | 减仓 |
 阿斯麦ASML |
| 2.76% | 4.65% | $1,642.3万 | 8,255股 | $3,085.5万 | 2.3万股 | -1.5万股-64.66% | 减仓 |
 Bloom EnergyBE |
| 2.34% | 0.96% | $1,388.4万 | 4.6万股 | $635.1万 | 4.7万股 | -1,007股-2.15% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 2.15% | 1.69% | $1,276.9万 | 4.7万股 | $1,119.4万 | 4.9万股 | -1,079股-2.22% | 减仓 |
 Meta平台META |
| 1.87% | 2.58% | $1,112.7万 | 2.0万股 | $1,713.6万 | 3.0万股 | -1.0万股-34.05% | 减仓 |
 ShopifySHOP |
| 1.84% | 1.82% | $1,092.4万 | 9.6万股 | $1,209.8万 | 10.2万股 | -6,314股-6.19% | 减仓 |
 礼来LLY |
| 1.81% | 2.63% | $1,074.3万 | 8,957股 | $1,744.2万 | 1.9万股 | -1.0万股-52.77% | 减仓 |
 RobinhoodHOOD |
| 1.73% | 0.94% | $1,028.5万 | 10.3万股 | $623.0万 | 9.0万股 | +1.3万股+14.08% | 加仓 |
 台积电TSM |
| 1.69% | 1.08% | $1,003.6万 | 2.1万股 | $720.5万 | 2.1万股 | -304股-1.43% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.67% | 1.22% | $995.3万 | 2.8万股 | $808.1万 | 2.8万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.59% | 1.22% | $947.7万 | 1.3万股 | $811.3万 | 1.2万股 | +215股+1.72% | 加仓 |
 摩根士丹利MS |
| 1.39% | 0.41% | $827.6万 | 4.0万股 | $271.2万 | 1.6万股 | +2.3万股+140.23% | 加仓 |
 摩根大通JPM |
| 1.38% | 1.24% | $822.9万 | 2.5万股 | $820.9万 | 2.8万股 | -2,765股-9.91% | 减仓 |
 GE航空GE |
| 1.37% | 0.95% | $814.9万 | 2.2万股 | $632.3万 | 2.2万股 | -479股-2.15% | 减仓 |
 Arista网络ANET |
| 1.35% | 0.91% | $800.9万 | 4.7万股 | $605.0万 | 4.9万股 | -2,134股-4.33% | 减仓 |
 阿斯利康AZN |
| 1.34% | 1.3% | $794.0万 | 4.2万股 | $864.9万 | 4.4万股 | -1,981股-4.52% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 1.31% | — | $776.5万 | 43.3万股 | $0 | 0股 | +43.3万股 | 新买入 |
 特斯拉TSLA |
| 1.3% | 1.01% | $770.7万 | 1.8万股 | $669.2万 | 1.8万股 | +324股+1.80% | 加仓 |
 NETFLIXNFLX |
| 1.27% | 1.57% | $754.3万 | 10.6万股 | $1,041.5万 | 10.8万股 | -2,679股-2.47% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.22% | 0.89% | $724.0万 | 1.8万股 | $593.7万 | 1.9万股 | -433股-2.32% | 减仓 |
| AARGANAGX |
| 1.18% | 0.71% | $698.7万 | 8,750股 | $474.8万 | 8,718股 | +32股+0.37% | 加仓 |
 默沙东MRK |
| 1.17% | 1% | $692.9万 | 5.4万股 | $665.4万 | 5.5万股 | -1,400股-2.53% | 减仓 |
 高盛GS |
| 1.11% | 0.84% | $658.5万 | 6,511股 | $557.3万 | 6,587股 | -76股-1.15% | 减仓 |
| I景顺QQQ信托VOO |
| 1.08% | 7.11% | $642.0万 | 8,718股 | $4,719.4万 | 8.2万股 | -7.3万股-89.34% | 减仓 |
 美国运通AXP |
| 1.05% | 0.85% | $625.8万 | 1.9万股 | $567.8万 | 1.9万股 | -270股-1.44% | 减仓 |
| RRBC BEARINGSRBC |
| 1.04% | 0.77% | $620.7万 | 9,638股 | $512.4万 | 9,434股 | +204股+2.16% | 加仓 |
 福泰制药VRTX |
| 0.98% | 0.81% | $585.2万 | 1.2万股 | $539.5万 | 1.2万股 | -299股-2.47% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.94% | 0.77% | $561.1万 | 2.6万股 | $508.2万 | 2.6万股 | -101股-0.39% | 减仓 |
 艾伯维ABBV |
| 0.84% | 0.7% | $501.9万 | 2.0万股 | $462.3万 | 2.1万股 | -1,311股-6.17% | 减仓 |
 第一资本COF |
| 0.84% | 0.69% | $497.3万 | 2.5万股 | $459.8万 | 2.5万股 | -418股-1.66% | 减仓 |
| FFTAI AVIATIONFTAI |
| 0.83% | 0.66% | $491.6万 | 1.8万股 | $436.7万 | 1.8万股 | +345股+1.94% | 加仓 |
| V先锋领航指数基金VUG |
| 0.67% | 0.49% | $397.8万 | 4.6万股 | $324.9万 | 7,438股 | +3.9万股+520.93% | 加仓 |
 好市多COST |
| 0.66% | 2.13% | $389.7万 | 4,166股 | $1,411.6万 | 1.4万股 | -1.0万股-70.59% | 减仓 |
 ADPADP |
| 0.62% | 0.53% | $366.9万 | 1.6万股 | $349.3万 | 1.7万股 | -808股-4.70% | 减仓 |
 PALO ALTOPANW |
| 0.57% | 0.24% | $340.6万 | 9,987股 | $160.3万 | 9,997股 | -10股-0.10% | 减仓 |
 卡地纳健康CAH |
| 0.57% | 0.47% | $339.8万 | 1.4万股 | $315.0万 | 1.5万股 | -605股-4.06% | 减仓 |
 强生JNJ |
| 0.54% | 0.5% | $322.5万 | 1.3万股 | $329.3万 | 1.3万股 | -772股-5.73% | 减仓 |
 甲骨文ORCL |
| 0.51% | 0.57% | $305.7万 | 2.1万股 | $376.9万 | 2.6万股 | -4,762股-18.59% | 减仓 |
 安费诺APH |
| 0.49% | — | $293.2万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 卡特彼勒CAT |
| 0.46% | 1.57% | $274.0万 | 2,573股 | $1,041.3万 | 1.5万股 | -1.2万股-82.49% | 减仓 |
| Q高通QCOM |
| 0.45% | 0.32% | $269.8万 | 1.5万股 | $213.6万 | 1.7万股 | -1,985股-11.97% | 减仓 |
 贝莱德·INC COMBLK |
| 0.43% | 0.39% | $256.6万 | 2,668股 | $260.6万 | 2,710股 | -42股-1.55% | 减仓 |
