 英伟达NVDA |
| 19.51% | 13.58% | $1.28亿 | 81.2万股 | $7,565.1万 | 69.8万股 | +11.4万股+16.32% | 加仓 |
 Meta平台META |
| 18.08% | 16.65% | $1.19亿 | 16.1万股 | $9,272.9万 | 16.1万股 | +205股+0.13% | 加仓 |
 苹果AAPL |
| 11.29% | 18.32% | $7,425.8万 | 36.2万股 | $1.02亿 | 45.9万股 | -9.7万股-21.21% | 减仓 |
 微软MSFT |
| 7.91% | 6.9% | $5,201.3万 | 10.5万股 | $3,841.2万 | 10.2万股 | +2,241股+2.19% | 加仓 |
 CencoraCOR |
| 4.98% | 5.45% | $3,271.4万 | 10.9万股 | $3,034.0万 | 10.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.95% | 4.94% | $3,254.2万 | 14.8万股 | $2,751.6万 | 14.5万股 | +3,706股+2.56% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 3.5% | 2.28% | $2,302.9万 | 16.2万股 | $1,268.2万 | 9.3万股 | +7.0万股+75.28% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.46% | 3.59% | $2,273.4万 | 3.7万股 | $2,000.0万 | 3.6万股 | +1,043股+2.92% | 加仓 |
 帕兰提尔PLTR |
| 2.94% | 2.13% | $1,932.7万 | 14.2万股 | $1,187.9万 | 14.1万股 | +1,030股+0.73% | 加仓 |
 家得宝HD |
| 2.2% | 2.59% | $1,444.4万 | 3.9万股 | $1,443.8万 | 3.9万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1.59% | 1.52% | $1,044.4万 | 3.3万股 | $844.5万 | 3.3万股 | +290股+0.89% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.56% | 1.75% | $1,028.2万 | 11.5万股 | $972.8万 | 11.9万股 | -4,000股-3.36% | 减仓 |
 谷歌AGOOGL |
| 1.42% | 1.39% | $932.3万 | 5.3万股 | $772.3万 | 5.0万股 | +2,964股+5.94% | 加仓 |
 BOYD GAMINGBYD |
| 1.31% | 1.3% | $859.6万 | 11.0万股 | $723.4万 | 11.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.64% | 0.69% | $423.1万 | 7,449股 | $382.8万 | 7,449股 | 00.00% | 持仓不变 |
| SStrategyMSTR |
| 0.63% | — | $416.5万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 相干公司COHR |
| 0.61% | 0.82% | $404.1万 | 4.5万股 | $454.6万 | 7.0万股 | -2.5万股-35.29% | 减仓 |
 摩根大通JPM |
| 0.52% | 0.52% | $339.3万 | 1.2万股 | $287.1万 | 1.2万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.46% | 0.33% | $299.3万 | 1.1万股 | $181.8万 | 1.1万股 | 00.00% | 持仓不变 |
| NNOVNOV |
| 0.44% | 1.01% | $292.2万 | 23.5万股 | $562.5万 | 37.0万股 | -13.5万股-36.39% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.39% | 0.29% | $254.9万 | 14.0万股 | $162.8万 | 14.0万股 | 00.00% | 持仓不变 |
| CCAVACAVA |
| 0.38% | 0.47% | $252.7万 | 3.0万股 | $259.2万 | 3.0万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.38% | 0.34% | $249.2万 | 1.4万股 | $187.5万 | 1.2万股 | +2,050股+17.08% | 加仓 |
| IiShares安硕信托ITA |
| 0.38% | 0.36% | $249.1万 | 1.3万股 | $202.2万 | 1.3万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.37% | 0.2% | $245.2万 | 1.6万股 | $110.2万 | 7,504股 | +8,603股+114.65% | 加仓 |
| G通用动力VTI |
| 0.37% | 0.42% | $243.1万 | 8,000股 | $233.8万 | 8,508股 | -508股-5.97% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.42% | $213.0万 | 4,385股 | $233.5万 | 4,385股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.29% | 0.11% | $191.7万 | 3,475股 | $60.0万 | 1,280股 | +2,195股+171.48% | 加仓 |
 科磊KLAC |
| 0.27% | 0.24% | $179.1万 | 2,000股 | $136.0万 | 2,000股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.27% | 0.74% | $178.7万 | 5,728股 | $414.6万 | 7,916股 | -2,188股-27.64% | 减仓 |
 ServiceNowNOW |
| 0.27% | 0.21% | $178.4万 | 1,735股 | $118.2万 | 1,485股 | +250股+16.84% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.26% | 0.3% | $172.6万 | 7,000股 | $169.5万 | 7,000股 | 00.00% | 持仓不变 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.25% | 0.28% | $162.5万 | 1.6万股 | $154.9万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.25% | 0.27% | $161.8万 | 7,500股 | $149.6万 | 7,500股 | 00.00% | 持仓不变 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.23% | 0.25% | $148.1万 | 8,071股 | $139.2万 | 8,071股 | 00.00% | 持仓不变 |
 摩托罗拉解决方案MSI |
| 0.2% | 0.24% | $130.1万 | 3,094股 | $135.5万 | 3,094股 | 00.00% | 持仓不变 |
 AFFIRM COM CL AAFRM |
| 0.19% | 0.15% | $124.5万 | 1.8万股 | $81.3万 | 1.8万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.16% | 0.18% | $106.5万 | 1,076股 | $101.8万 | 1,076股 | 00.00% | 持仓不变 |
 VisaV |
| 0.15% | 0.13% | $101.3万 | 2,853股 | $71.0万 | 2,026股 | +827股+40.82% | 加仓 |
 HCA医疗HCA |
| 0.15% | 0.16% | $100.4万 | 2,620股 | $90.5万 | 2,620股 | 00.00% | 持仓不变 |
 US FOODSUSFD |
| 0.15% | 0.15% | $97.4万 | 1.3万股 | $82.8万 | 1.3万股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.15% | 0.06% | $97.0万 | 1,905股 | $35.4万 | 1,005股 | +900股+89.55% | 加仓 |
 PROGRESSIVEPGR |
| 0.14% | 0.1% | $92.0万 | 3,449股 | $58.0万 | 2,049股 | +1,400股+68.33% | 加仓 |
 伊顿ETN |
| 0.14% | 0.12% | $89.7万 | 2,514股 | $68.3万 | 2,514股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 0.13% | 0.12% | $88.0万 | 2,012股 | $67.8万 | 2,012股 | 00.00% | 持仓不变 |
 Targa资源TRGP |
| 0.13% | 0.18% | $87.0万 | 5,000股 | $100.2万 | 5,000股 | 00.00% | 持仓不变 |
 NEW YORK TIMES MTN BENYT |
| 0.13% | 0.13% | $84.2万 | 1.5万股 | $74.6万 | 1.5万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.12% | 0.1% | $80.1万 | 6,500股 | $56.5万 | 6,500股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.12% | 0.17% | $79.8万 | 5,571股 | $93.2万 | 5,571股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.11% | 0.1% | $73.2万 | 4,000股 | $58.0万 | 4,000股 | 00.00% | 持仓不变 |
