 英伟达NVDA |
| 6.97% | — | $3,602.8万 | 18.0万股 | $0 | 0股 | +18.0万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 6.73% | — | $3,477.9万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
 苹果AAPL |
| 5.24% | 9.63% | $2,706.5万 | 9.4万股 | $2,317.2万 | 9.1万股 | +2,233股+2.45% | 加仓 |
 亚马逊AMZN |
| 4.85% | 9.1% | $2,505.0万 | 10.5万股 | $2,188.8万 | 10.5万股 | +8股+0.01% | 加仓 |
| S嘉信策略信托SCHF |
| 4.8% | 9% | $2,480.7万 | 89.6万股 | $2,165.3万 | 87.5万股 | +2.1万股+2.37% | 加仓 |
 礼来LLY |
| 3.96% | 3.48% | $2,043.3万 | 1.7万股 | $836.3万 | 9,092股 | +7,944股+87.37% | 加仓 |
 博通AVGO |
| 3.65% | 6.86% | $1,885.9万 | 5.0万股 | $1,650.4万 | 5.3万股 | -3,398股-6.37% | 减仓 |
 VertivVRT |
| 3.03% | — | $1,566.1万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 微软MSFT |
| 2.99% | 9.14% | $1,545.2万 | 4.1万股 | $2,199.2万 | 5.9万股 | -1.8万股-30.27% | 减仓 |
 Arista网络ANET |
| 2.83% | 4.67% | $1,462.6万 | 8.6万股 | $1,122.8万 | 9.1万股 | -5,350股-5.85% | 减仓 |
 迈威尔MRVL |
| 2.72% | — | $1,407.3万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 Meta平台META |
| 2.7% | — | $1,393.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 特斯拉TSLA |
| 2.6% | — | $1,343.1万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 高盛GS |
| 2.52% | — | $1,303.6万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 摩根大通JPM |
| 2.49% | — | $1,288.4万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 台积电TSM |
| 2.41% | — | $1,247.0万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 Arm控股ARM |
| 2.37% | 2.12% | $1,222.7万 | 3.4万股 | $510.7万 | 3.4万股 | +723股+2.14% | 加仓 |
 QUANTA SVCSPWR |
| 2.35% | 3.73% | $1,214.1万 | 1.7万股 | $896.7万 | 1.6万股 | +529股+3.24% | 加仓 |
 UNITED RENTALSURI |
| 2.24% | 3.01% | $1,155.1万 | 1.0万股 | $724.4万 | 9,943股 | +253股+2.54% | 加仓 |
 美光科技MU |
| 2.15% | — | $1,110.7万 | 9,622股 | $0 | 0股 | +9,622股 | 新买入 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.12% | 3.8% | $1,097.1万 | 32.4万股 | $915.1万 | 31.4万股 | +1.0万股+3.20% | 加仓 |
 好市多COST |
| 2.07% | — | $1,069.2万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 DatadogDDOG |
| 1.97% | — | $1,015.5万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 科磊KLAC |
| 1.83% | — | $944.4万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 GE VernovaGEV |
| 1.77% | — | $915.3万 | 7,791股 | $0 | 0股 | +7,791股 | 新买入 |
| AAPPLOVINAPP |
| 1.75% | 1.6% | $904.0万 | 1.8万股 | $385.7万 | 9,690股 | +7,855股+81.06% | 加仓 |
| S嘉信策略信托SCHM |
| 1.62% | 2.86% | $836.7万 | 22.7万股 | $688.9万 | 22.3万股 | +4,419股+1.99% | 加仓 |
| F富达Covington信托FBCG |
| 1.44% | 2.44% | $745.2万 | 12.0万股 | $587.9万 | 11.7万股 | +2,683股+2.29% | 加仓 |
 United TherapeuticsUTHR |
| 1.38% | — | $710.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 万事达MA |
| 1.26% | — | $653.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 帕兰提尔PLTR |
| 1.22% | 3.63% | $631.4万 | 5.4万股 | $873.9万 | 6.0万股 | -5,624股-9.41% | 减仓 |
 Bloom EnergyBE |
| 1.08% | — | $559.2万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 阿斯麦ASML |
| 1.01% | — | $519.6万 | 2,612股 | $0 | 0股 | +2,612股 | 新买入 |
 直觉外科ISRG |
| 0.94% | — | $486.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.92% | 1.74% | $475.0万 | 2.2万股 | $419.8万 | 2.1万股 | +400股+1.87% | 加仓 |
| S嘉信·USSCHA |
| 0.84% | 1.43% | $433.4万 | 12.0万股 | $343.8万 | 11.8万股 | +1,730股+1.46% | 加仓 |
| PPacer基金信托COWZ |
| 0.66% | 1.35% | $338.9万 | 5.4万股 | $325.7万 | 5.2万股 | +2,427股+4.66% | 加仓 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 0.64% | 1.16% | $332.3万 | 1.7万股 | $278.7万 | 1.7万股 | +319股+1.89% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.58% | 1.06% | $300.4万 | 2.1万股 | $253.9万 | 2.0万股 | +700股+3.53% | 加仓 |
| V先锋领航指数基金VOO |
| 0.54% | 0.58% | $280.9万 | 3,815股 | $138.9万 | 2,325股 | +1,490股+64.09% | 加仓 |
 鲍尔公司BALL |
| 0.39% | 0.96% | $200.4万 | 3.2万股 | $231.7万 | 3.9万股 | -7,080股-18.06% | 减仓 |
 强生JNJ |
| 0.36% | 0.78% | $186.1万 | 7,326股 | $188.9万 | 7,726股 | -400股-5.18% | 减仓 |
 SYMBOTIC CLASS A COMSYM |
| 0.33% | — | $170.7万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.32% | — | $166.8万 | 4,529股 | $0 | 0股 | +4,529股 | 新买入 |
 艾伯维ABBV |
| 0.23% | — | $120.5万 | 4,787股 | $0 | 0股 | +4,787股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.47% | $117.1万 | 2,340股 | $112.2万 | 2,342股 | -2股-0.09% | 减仓 |
 谷歌AGOOGL |
| 0.17% | — | $88.2万 | 2,468股 | $0 | 0股 | +2,468股 | 新买入 |
 宝洁PG |
| 0.16% | 0.33% | $81.4万 | 5,553股 | $80.2万 | 5,553股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.16% | — | $81.2万 | 6,909股 | $0 | 0股 | +6,909股 | 新买入 |
 卡特彼勒CAT |
| 0.14% | 0.22% | $71.3万 | 670股 | $52.4万 | 740股 | -70股-9.46% | 减仓 |
