 苹果AAPL |
| 7.15% | 7.1% | $2,300.6万 | 8.0万股 | $2,045.8万 | 8.1万股 | -1,104股-1.37% | 减仓 |
 英伟达NVDA |
| 5.82% | 5.96% | $1,872.1万 | 9.4万股 | $1,718.7万 | 9.9万股 | -4,985股-5.06% | 减仓 |
 亚马逊AMZN |
| 3.37% | 3.4% | $1,084.3万 | 4.5万股 | $980.5万 | 4.7万股 | -1,588股-3.37% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.07% | 2.79% | $988.3万 | 2.8万股 | $803.1万 | 2.8万股 | -26股-0.09% | 减仓 |
 特斯拉TSLA |
| 2.25% | 2.2% | $723.3万 | 1.7万股 | $635.6万 | 1.7万股 | +100股+0.58% | 加仓 |
 FIRST MAJESTIC SILVERAG |
| 2.2% | 3.11% | $706.5万 | 41.7万股 | $895.5万 | 41.7万股 | -293股-0.07% | 减仓 |
| V先锋领航全球基金VGT |
| 2.17% | 1.58% | $699.5万 | 5.9万股 | $455.6万 | 6,530股 | +5.2万股+796.25% | 加仓 |
| I景顺QQQ信托VOO |
| 1.95% | 1.76% | $628.6万 | 8,536股 | $506.0万 | 8,767股 | -231股-2.63% | 减仓 |
 博通AVGO |
| 1.86% | 1.77% | $599.7万 | 1.6万股 | $510.0万 | 1.6万股 | -602股-3.65% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.73% | 1.42% | $556.9万 | 2.9万股 | $408.6万 | 3.1万股 | -1,517股-4.93% | 减仓 |
 帕兰提尔PLTR |
| 1.66% | 2.33% | $533.2万 | 4.6万股 | $671.0万 | 4.6万股 | -171股-0.37% | 减仓 |
 CrowdStrikeCRWD |
| 1.66% | 0.92% | $532.9万 | 6,983股 | $266.1万 | 6,815股 | +168股+2.47% | 加仓 |
 微软MSFT |
| 1.62% | 1.87% | $520.5万 | 1.4万股 | $538.1万 | 1.5万股 | -582股-4.00% | 减仓 |
| IiShares安硕信托ICSH |
| 1.42% | 1.47% | $457.6万 | 9.0万股 | $425.2万 | 8.4万股 | +6,480股+7.72% | 加仓 |
 VanEck ETF信托GDXJ |
| 1.42% | 1.97% | $457.0万 | 4.7万股 | $566.8万 | 4.7万股 | -700股-1.48% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.27% | 0.95% | $407.1万 | 5,452股 | $275.0万 | 4,229股 | +1,223股+28.92% | 加仓 |
| V先锋领航指数基金VOO |
| 1.22% | 0.87% | $391.7万 | 5,703股 | $250.0万 | 4,184股 | +1,519股+36.30% | 加仓 |
 CloudflareNET |
| 1.13% | 0.99% | $365.1万 | 1.5万股 | $284.1万 | 1.4万股 | +1,117股+8.11% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.12% | 1.14% | $360.1万 | 7.1万股 | $329.2万 | 6.5万股 | +6,331股+9.78% | 加仓 |
 Meta平台META |
| 1.04% | 1.22% | $336.1万 | 5,967股 | $353.1万 | 6,171股 | -204股-3.31% | 减仓 |
| AAMPLIFY ETF TRSILJ |
| 0.98% | 1.34% | $314.4万 | 12.1万股 | $387.7万 | 13.0万股 | -9,150股-7.01% | 减仓 |
 谷歌AGOOGL |
| 0.89% | 1.01% | $287.6万 | 8,048股 | $291.5万 | 1.0万股 | -2,088股-20.60% | 减仓 |
| S道富SPYM |
| 0.87% | 0.94% | $281.1万 | 3.2万股 | $270.3万 | 3.5万股 | -3,319股-9.40% | 减仓 |
| AASTERA LABSALAB |
| 0.84% | 0.24% | $271.8万 | 5,627股 | $69.2万 | 6,315股 | -688股-10.89% | 减仓 |
| IiShares安硕信托SGOV |
| 0.83% | 0.86% | $267.2万 | 2.7万股 | $246.6万 | 2.4万股 | +2,048股+8.36% | 加仓 |
 AMD超威AMD |
| 0.82% | 0.49% | $265.0万 | 4,561股 | $141.4万 | 6,950股 | -2,389股-34.37% | 减仓 |
 GE VernovaGEV |
| 0.8% | 0.67% | $257.1万 | 2,188股 | $192.8万 | 2,209股 | -21股-0.95% | 减仓 |
 好市多COST |
| 0.79% | 0.85% | $253.5万 | 2,710股 | $245.2万 | 2,460股 | +250股+10.16% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.78% | 0.73% | $251.0万 | 4.7万股 | $210.3万 | 4.3万股 | +4,219股+9.90% | 加仓 |
| IiShares安硕信托SHV |
| 0.77% | 0.79% | $247.9万 | 2.2万股 | $228.2万 | 2.1万股 | +1,795股+8.68% | 加仓 |
| PProShares信托BITO |
| 0.77% | 1.02% | $247.7万 | 31.0万股 | $293.3万 | 31.5万股 | -4,695股-1.49% | 减仓 |
 卡特彼勒CAT |
| 0.77% | 0.6% | $247.1万 | 2,320股 | $173.4万 | 2,448股 | -128股-5.23% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.76% | 0.63% | $244.2万 | 1.5万股 | $182.5万 | 1.2万股 | +2,941股+23.62% | 加仓 |
 科磊KLAC |
| 0.69% | 0.39% | $221.2万 | 7,330股 | $111.8万 | 759股 | +6,571股+865.74% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.68% | 0.7% | $218.4万 | 2.0万股 | $200.8万 | 1.8万股 | +2,278股+12.58% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.68% | 0.71% | $217.5万 | 2.6万股 | $204.0万 | 2.5万股 | +1,773股+7.18% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.67% | 0.66% | $217.1万 | 9,176股 | $189.6万 | 8,818股 | +358股+4.06% | 加仓 |
| IiShares安硕信托IVV |
| 0.66% | 0.7% | $213.3万 | 2,848股 | $201.5万 | 3,084股 | -236股-7.65% | 减仓 |
| VVanEck ETF信托GDX |
| 0.65% | 0.88% | $209.2万 | 2.8万股 | $254.5万 | 2.8万股 | 00.00% | 持仓不变 |
| S道富XLI |
| 0.64% | 0.75% | $207.5万 | 1.1万股 | $217.1万 | 1.3万股 | -2,225股-16.57% | 减仓 |
 联合健康UNH |
| 0.63% | 0.24% | $203.5万 | 4,897股 | $69.3万 | 2,560股 | +2,337股+91.29% | 加仓 |
 Arista网络ANET |
| 0.61% | 0.49% | $195.3万 | 1.1万股 | $142.1万 | 1.2万股 | -80股-0.69% | 减仓 |
 礼来LLY |
| 0.59% | 0.18% | $189.5万 | 1,580股 | $52.1万 | 566股 | +1,014股+179.15% | 加仓 |
| G通用动力VTI |
| 0.59% | 0.6% | $189.5万 | 5,120股 | $173.6万 | 5,412股 | -292股-5.40% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.58% | 0.67% | $185.5万 | 3.7万股 | $194.2万 | 4.3万股 | -5,719股-13.44% | 减仓 |
 NETFLIXNFLX |
| 0.58% | 0.92% | $185.5万 | 2.6万股 | $266.1万 | 2.8万股 | -1,692股-6.11% | 减仓 |
| SStrategyMSTR |
| 0.54% | 0.82% | $174.7万 | 2.0万股 | $235.0万 | 1.9万股 | +1,262股+6.70% | 加仓 |
 VertivVRT |
| 0.53% | — | $171.5万 | 5,122股 | $0 | 0股 | +5,122股 | 新买入 |
 高盛GS |
| 0.52% | 0.48% | $166.2万 | 1,643股 | $137.3万 | 1,623股 | +20股+1.23% | 加仓 |
 雅保ALB |
| 0.51% | 0.8% | $163.1万 | 1.2万股 | $229.7万 | 1.3万股 | -720股-5.63% | 减仓 |
