 英伟达NVDA |
| 19.53% | 19.95% | $6.53亿 | 326.3万股 | $5.69亿 | 326.3万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 15.11% | 15.52% | $5.05亿 | 174.5万股 | $4.43亿 | 174.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 11.35% | 10.67% | $3.79亿 | 106.1万股 | $3.05亿 | 105.9万股 | +2,280股+0.22% | 加仓 |
 亚马逊AMZN |
| 6.16% | 6.29% | $2.06亿 | 86.3万股 | $1.79亿 | 86.2万股 | +1,700股+0.20% | 加仓 |
 Meta平台META |
| 4.78% | 5.69% | $1.60亿 | 28.4万股 | $1.62亿 | 28.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 4.45% | 4.53% | $1.49亿 | 21.6万股 | $1.29亿 | 21.6万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 3.44% | 3.5% | $1.15亿 | 31.1万股 | $9,974.4万 | 31.1万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 3.24% | 3.11% | $1.08亿 | 28.7万股 | $8,880.0万 | 28.7万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 3.18% | 2.92% | $1.06亿 | 14.4万股 | $8,340.1万 | 14.4万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 2.55% | 2.18% | $8,515.4万 | 71.2万股 | $6,213.7万 | 8.9万股 | +62.3万股+700.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.11% | 1.99% | $7,065.2万 | 20.0万股 | $5,673.5万 | 19.8万股 | +2,180股+1.10% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.83% | 1.89% | $6,127.0万 | 39.0万股 | $5,399.7万 | 39.0万股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 1.59% | 1.09% | $5,322.4万 | 8.1万股 | $3,111.2万 | 8.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.58% | 0.95% | $5,278.8万 | 8.2万股 | $2,707.6万 | 8.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.45% | 1.66% | $4,841.6万 | 13.0万股 | $4,737.7万 | 12.8万股 | +1,808股+1.41% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.39% | 1.14% | $4,650.2万 | 24.4万股 | $3,243.8万 | 24.4万股 | 00.00% | 持仓不变 |
 高盛GS |
| 1.13% | 1.1% | $3,765.3万 | 3.7万股 | $3,149.6万 | 3.7万股 | 00.00% | 持仓不变 |
| GGARMIN SHSGRMN |
| 1.02% | 1.17% | $3,417.5万 | 14.4万股 | $3,337.9万 | 14.4万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.96% | 1.01% | $3,203.7万 | 9.8万股 | $2,879.1万 | 9.8万股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 0.83% | 0.67% | $2,764.7万 | 27.6万股 | $1,910.6万 | 27.6万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.67% | 0.55% | $2,234.0万 | 12.1万股 | $1,556.9万 | 12.1万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.57% | 0.23% | $1,909.1万 | 3.3万股 | $668.6万 | 3.3万股 | 00.00% | 持仓不变 |
| BBITWISE 10 CRYPTO INDEX ETFBITQ |
| 0.56% | 0.78% | $1,873.3万 | 49.8万股 | $2,223.6万 | 49.8万股 | 00.00% | 持仓不变 |
 波音BA |
| 0.5% | 0.54% | $1,677.2万 | 7.7万股 | $1,542.1万 | 7.7万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.48% | 0.48% | $1,612.2万 | 4.7万股 | $1,372.7万 | 4.5万股 | +1,573股+3.46% | 加仓 |
 帕兰提尔PLTR |
| 0.45% | 0.66% | $1,510.2万 | 12.9万股 | $1,893.5万 | 12.9万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.45% | 0.35% | $1,503.2万 | 7,556股 | $998.0万 | 7,556股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.4% | 0.24% | $1,326.3万 | 1.7万股 | $678.5万 | 1.7万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.37% | 0.19% | $1,226.1万 | 3.6万股 | $527.8万 | 3.3万股 | +3,032股+9.21% | 加仓 |
 雷神技术RTX |
| 0.34% | 0.41% | $1,138.3万 | 6.0万股 | $1,157.3万 | 6.0万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.34% | 0.34% | $1,132.2万 | 19.9万股 | $968.7万 | 19.9万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.33% | 0.19% | $1,115.0万 | 2.6万股 | $549.8万 | 2.6万股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 0.33% | 0.41% | $1,113.1万 | 9.7万股 | $1,156.4万 | 9.7万股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 0.33% | 0.38% | $1,109.1万 | 9.4万股 | $1,083.8万 | 9.4万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 0.32% | 0.35% | $1,072.2万 | 20.0万股 | $987.4万 | 20.0万股 | 00.00% | 持仓不变 |
 CloudflareNET |
| 0.29% | 0.28% | $952.8万 | 3.9万股 | $801.5万 | 3.9万股 | 00.00% | 持仓不变 |
| AARK·ETF TRARKF |
| 0.28% | 0.32% | $941.9万 | 23.9万股 | $907.3万 | 23.9万股 | 00.00% | 持仓不变 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.26% | 0.29% | $883.0万 | 9.9万股 | $823.5万 | 9.9万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.26% | 0.21% | $858.2万 | 1.8万股 | $607.3万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.26% | 0.24% | $857.4万 | 2.2万股 | $683.0万 | 2.2万股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| 0.26% | 0.31% | $856.2万 | 5,044股 | $872.1万 | 5,044股 | 00.00% | 持仓不变 |
 道富·CORP COMSTT |
| 0.25% | 0.22% | $839.8万 | 5.0万股 | $626.7万 | 5.0万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.25% | 0.34% | $838.0万 | 2.3万股 | $978.8万 | 2.3万股 | 00.00% | 持仓不变 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.24% | — | $796.9万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
| IiShares安硕信托ITA |
| 0.22% | 0.23% | $736.8万 | 3.0万股 | $664.8万 | 3.0万股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.22% | 0.39% | $718.6万 | 10.0万股 | $1,108.5万 | 15.4万股 | -5.5万股-35.38% | 减仓 |
 万事达MA |
| 0.21% | 0.24% | $704.7万 | 1.4万股 | $685.5万 | 1.4万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 0.18% | 0.49% | $594.7万 | 6.2万股 | $1,399.9万 | 11.2万股 | -5.0万股-44.47% | 减仓 |
 PinterestPINS |
| 0.17% | 0.23% | $568.7万 | 27.0万股 | $642.8万 | 35.0万股 | -8.0万股-22.84% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.16% | 0.2% | $533.9万 | 2.1万股 | $583.6万 | 3.0万股 | -8,190股-27.72% | 减仓 |
