 英伟达NVDA |
| 7.73% | 7.88% | $2,141.1万 | 10.7万股 | $1,859.2万 | 10.7万股 | +400股+0.38% | 加仓 |
 苹果AAPL |
| 5.84% | 5.96% | $1,616.5万 | 5.6万股 | $1,405.6万 | 5.5万股 | +480股+0.87% | 加仓 |
| CCATALYST PHARMACEUTICALS |
| 4.76% | 4.45% | $1,317.5万 | 41.9万股 | $1,051.3万 | 42.5万股 | -5,400股-1.27% | 减仓 |
| MMASTECMTZ |
| 2.94% | 2.76% | $814.2万 | 2.0万股 | $652.1万 | 2.0万股 | -700股-3.45% | 减仓 |
 帕兰提尔PLTR |
| 2.89% | 4.15% | $800.5万 | 6.9万股 | $980.0万 | 6.7万股 | +1,615股+2.41% | 加仓 |
 卡特彼勒CAT |
| 2.79% | 2.18% | $772.1万 | 7,250股 | $513.6万 | 7,250股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 2.59% | 2.7% | $716.7万 | 2.2万股 | $638.2万 | 2.2万股 | +200股+0.92% | 加仓 |
 美光科技MU |
| 2.5% | 1% | $692.7万 | 6,001股 | $237.0万 | 7,016股 | -1,015股-14.47% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.17% | 1.8% | $600.0万 | 1.7万股 | $425.0万 | 1.5万股 | +2,165股+14.61% | 加仓 |
 家得宝HD |
| 2.02% | 2.21% | $558.6万 | 1.6万股 | $522.7万 | 1.6万股 | -55股-0.35% | 减仓 |
 亚马逊AMZN |
| 1.99% | 1.99% | $550.2万 | 2.3万股 | $468.7万 | 2.3万股 | +580股+2.58% | 加仓 |
| BBANK OF AMERBAC |
| 1.87% | 1.88% | $518.2万 | 9.1万股 | $443.4万 | 9.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 1.74% | 1.68% | $481.4万 | 3.5万股 | $395.9万 | 3.5万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 1.57% | 1.31% | $434.7万 | 3,700股 | $308.3万 | 3,532股 | +168股+4.76% | 加仓 |
 微软MSFT |
| 1.53% | 1.83% | $422.9万 | 1.1万股 | $433.0万 | 1.2万股 | -362股-3.09% | 减仓 |
 沃尔玛WMT |
| 1.43% | 1.83% | $396.1万 | 3.5万股 | $432.0万 | 3.5万股 | +215股+0.62% | 加仓 |
 VisaV |
| 1.4% | 1.43% | $387.3万 | 1.1万股 | $336.9万 | 1.1万股 | +144股+1.29% | 加仓 |
 麦当劳MCD |
| 1.32% | 1.72% | $366.3万 | 1.4万股 | $405.6万 | 1.3万股 | +500股+3.83% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.32% | 0.59% | $364.4万 | 8,445股 | $138.6万 | 8,445股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.27% | 1.2% | $352.1万 | 9,852股 | $283.3万 | 9,852股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.22% | 1.08% | $336.4万 | 2,805股 | $253.9万 | 2,761股 | +44股+1.59% | 加仓 |
 可口可乐KO |
| 1.21% | 1.34% | $335.3万 | 4.1万股 | $315.3万 | 4.1万股 | -200股-0.48% | 减仓 |
 雪佛龙CVX |
| 1.2% | 1.75% | $331.3万 | 2.0万股 | $413.5万 | 2.0万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.13% | 1.27% | $312.4万 | 1.2万股 | $300.7万 | 1.2万股 | 00.00% | 持仓不变 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.13% | 0.87% | $311.7万 | 1.2万股 | $204.3万 | 1.0万股 | +2,125股+20.55% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.09% | 1.19% | $302.7万 | 1.3万股 | $281.5万 | 1.3万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 1.04% | 1.2% | $288.5万 | 2.0万股 | $283.8万 | 2.0万股 | +25股+0.13% | 加仓 |
 万事达MA |
| 1.02% | 1.16% | $281.1万 | 5,474股 | $273.5万 | 5,474股 | 00.00% | 持仓不变 |
 波音BA |
| 0.92% | 1% | $255.2万 | 1.2万股 | $235.0万 | 1.2万股 | -20股-0.17% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.88% | 0.84% | $242.4万 | 1.9万股 | $197.6万 | 1.9万股 | -150股-0.78% | 减仓 |
 REPUBLIC SVCSRSG |
| 0.85% | 1.02% | $235.1万 | 1.1万股 | $241.7万 | 1.1万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.76% | 1.04% | $211.6万 | 5.0万股 | $244.8万 | 4.9万股 | +1,200股+2.46% | 加仓 |
 默沙东MRK |
| 0.76% | 0.83% | $209.5万 | 1.6万股 | $196.7万 | 1.6万股 | -50股-0.31% | 减仓 |
| SSPDR黄金信托GLD |
| 0.74% | 1.02% | $206.2万 | 5,598股 | $240.9万 | 5,598股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.74% | 0.76% | $203.8万 | 2,729股 | $178.8万 | 2,749股 | -20股-0.73% | 减仓 |
 雷神技术RTX |
| 0.73% | 0.83% | $202.8万 | 1.1万股 | $195.6万 | 1.0万股 | +550股+5.42% | 加仓 |
 ShopifySHOP |
| 0.72% | 0.73% | $199.5万 | 1.7万股 | $172.5万 | 1.5万股 | +2,935股+20.19% | 加仓 |
 NETFLIXNFLX |
| 0.71% | 1.14% | $195.9万 | 2.7万股 | $268.6万 | 2.8万股 | -500股-1.79% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.7% | 0.77% | $194.6万 | 1.2万股 | $182.0万 | 1.2万股 | +26股+0.21% | 加仓 |
 Bloom EnergyBE |
| 0.66% | — | $181.9万 | 6,010股 | $0 | 0股 | +6,010股 | 新买入 |
| J摩根大通交易所交易基金JEPI |
| 0.63% | 0.73% | $174.3万 | 3.1万股 | $171.5万 | 3.0万股 | +600股+1.98% | 加仓 |
| T赛默飞世尔TMO |
| 0.6% | 0.8% | $166.8万 | 3,326股 | $188.1万 | 3,826股 | -500股-13.07% | 减仓 |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.6% | 0.82% | $165.8万 | 3.3万股 | $194.3万 | 2.8万股 | +5,700股+20.69% | 加仓 |
 迪尔DE |
| 0.6% | 0.62% | $165.1万 | 2,603股 | $146.6万 | 2,603股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.59% | 0.02% | $164.3万 | 6,431股 | $4.4万 | 321股 | +6,110股+1,903.43% | 加仓 |
 联合健康UNH |
| 0.54% | 0.41% | $149.8万 | 3,605股 | $97.5万 | 3,605股 | 00.00% | 持仓不变 |
 ChipotleCMG |
| 0.52% | 0.6% | $144.8万 | 4.3万股 | $140.5万 | 4.4万股 | -1,300股-2.96% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.52% | 0.63% | $144.4万 | 4.5万股 | $148.1万 | 4.4万股 | +1,000股+2.26% | 加仓 |
 高盛GS |
| 0.5% | 0.47% | $139.6万 | 1,380股 | $111.2万 | 1,315股 | +65股+4.94% | 加仓 |
| AASTERA LABSALAB |
| 0.49% | 0.19% | $135.2万 | 2,800股 | $43.8万 | 4,000股 | -1,200股-30.00% | 减仓 |
