 AMD超威AMD |
| 10% | 4.09% | $1.03亿 | 17.8万股 | $3,617.9万 | 17.8万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 7.8% | 4.49% | $8,054.4万 | 18.6万股 | $3,974.4万 | 18.6万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 7.59% | 4.19% | $7,840.1万 | 10.8万股 | $3,706.3万 | 10.8万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 5.83% | 6.8% | $6,024.0万 | 34.5万股 | $6,024.0万 | 34.5万股 | 00.00% | 持仓不变 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 4.36% | 5.09% | $4,505.8万 | 89.5万股 | $4,505.8万 | 89.5万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BIL |
| 4.34% | 5.07% | $4,485.7万 | 48.9万股 | $4,485.7万 | 48.9万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 2.92% | 3.41% | $3,021.2万 | 20.7万股 | $3,021.2万 | 20.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.86% | 3.34% | $2,959.2万 | 11.7万股 | $2,959.2万 | 11.7万股 | 00.00% | 持仓不变 |
 芝加哥期权交易所CBOE |
| 2.49% | 2.91% | $2,577.4万 | 9.2万股 | $2,577.4万 | 9.2万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 2.32% | 2.71% | $2,397.6万 | 7.5万股 | $2,397.6万 | 7.5万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 1.87% | 2.18% | $1,928.2万 | 1.5万股 | $1,928.2万 | 1.5万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 1.84% | 2.15% | $1,900.0万 | 5.8万股 | $1,900.0万 | 5.8万股 | 00.00% | 持仓不变 |
 好市多COST |
| 1.81% | 2.11% | $1,871.6万 | 1.9万股 | $1,871.6万 | 1.9万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.74% | 2.04% | $1,802.9万 | 4.9万股 | $1,802.9万 | 4.9万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.74% | 2.03% | $1,801.0万 | 6.3万股 | $1,801.0万 | 6.3万股 | 00.00% | 持仓不变 |
 MEDPACEMEDP |
| 1.64% | 1.92% | $1,698.7万 | 3.5万股 | $1,698.7万 | 3.5万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 1.64% | 1.92% | $1,698.2万 | 13.2万股 | $1,698.2万 | 13.2万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.49% | 1.73% | $1,534.6万 | 12.3万股 | $1,534.6万 | 12.3万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 1.45% | 1.69% | $1,494.6万 | 2.1万股 | $1,494.6万 | 2.1万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.34% | 1.56% | $1,383.2万 | 2.8万股 | $1,383.2万 | 2.8万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 1.22% | 1.42% | $1,255.7万 | 13.4万股 | $1,255.7万 | 13.4万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 1.21% | 1.41% | $1,248.9万 | 7.6万股 | $1,248.9万 | 7.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 1.21% | 1.41% | $1,246.5万 | 10.0万股 | $1,246.5万 | 10.0万股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 1.2% | 1.41% | $1,244.2万 | 4.2万股 | $1,244.2万 | 4.2万股 | 00.00% | 持仓不变 |
| RROCKET LAB COMRKLB |
| 1.18% | 1.38% | $1,223.6万 | 19.1万股 | $1,223.6万 | 19.1万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.17% | 1.37% | $1,212.7万 | 5.0万股 | $1,212.7万 | 5.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.11% | 1.3% | $1,151.6万 | 5.5万股 | $1,151.6万 | 5.5万股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 1.09% | 1.28% | $1,131.4万 | 4.3万股 | $1,131.4万 | 4.3万股 | 00.00% | 持仓不变 |
| SSPDR SER TR S&PXSD |
| 1.09% | 1.27% | $1,124.0万 | 3.4万股 | $1,124.0万 | 3.4万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 1.07% | 1.24% | $1,101.7万 | 2.4万股 | $1,101.7万 | 2.4万股 | 00.00% | 持仓不变 |
 康明斯CMI |
| 1.01% | 1.18% | $1,042.7万 | 1.9万股 | $1,042.7万 | 1.9万股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 1% | 1.17% | $1,036.3万 | 1.1万股 | $1,036.3万 | 1.1万股 | 00.00% | 持仓不变 |
| SSpdr Series Trust State Street S&p Software & Services EtfXSW |
| 0.91% | 1.07% | $943.2万 | 6.6万股 | $943.2万 | 6.6万股 | 00.00% | 持仓不变 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 0.9% | 1.05% | $932.2万 | 7.0万股 | $932.2万 | 7.0万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.88% | 1.03% | $911.1万 | 4.0万股 | $911.1万 | 4.0万股 | 00.00% | 持仓不变 |
 IQVIAIQV |
| 0.85% | 1% | $882.9万 | 5.2万股 | $882.9万 | 5.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDR |
| 0.85% | 0.99% | $876.0万 | 36.1万股 | $876.0万 | 36.1万股 | 00.00% | 持仓不变 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.85% | 0.99% | $875.9万 | 14.7万股 | $875.9万 | 14.7万股 | 00.00% | 持仓不变 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.85% | 0.99% | $875.8万 | 38.2万股 | $875.8万 | 38.2万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.74% | 0.87% | $765.8万 | 1.8万股 | $765.8万 | 1.8万股 | 00.00% | 持仓不变 |
| IIshares Gnma Bond EtfGNMA |
| 0.73% | 0.86% | $757.9万 | 17.1万股 | $757.9万 | 17.1万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.69% | 0.8% | $711.1万 | 3.7万股 | $711.1万 | 3.7万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.59% | 0.68% | $606.4万 | 1.1万股 | $606.4万 | 1.1万股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.55% | 0.64% | $566.9万 | 1.6万股 | $566.9万 | 1.6万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.55% | 0.64% | $565.1万 | 9,350股 | $565.1万 | 9,350股 | 00.00% | 持仓不变 |
| DD-WAVE QUANTUMQBTS |
| 0.53% | 0.62% | $548.2万 | 38.0万股 | $548.2万 | 38.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IAI |
| 0.49% | 0.58% | $509.7万 | 3.1万股 | $509.7万 | 3.1万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托XAR |
| 0.49% | 0.57% | $503.3万 | 2.0万股 | $503.3万 | 2.0万股 | 00.00% | 持仓不变 |
| IIONQIONQ |
| 0.47% | 0.55% | $487.1万 | 16.9万股 | $487.1万 | 16.9万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.45% | 0.52% | $463.9万 | 1.3万股 | $463.9万 | 1.3万股 | 00.00% | 持仓不变 |
