 苹果AAPL |
| 6.36% | 6.82% | $1,864.9万 | 6.4万股 | $1,638.0万 | 6.5万股 | -90股-0.14% | 减仓 |
 英伟达NVDA |
| 5.9% | 6.41% | $1,728.2万 | 8.6万股 | $1,538.7万 | 8.8万股 | -1,861股-2.11% | 减仓 |
 博通AVGO |
| 5.85% | 5.99% | $1,714.1万 | 4.5万股 | $1,438.5万 | 4.6万股 | -1,101股-2.37% | 减仓 |
 AMD超威AMD |
| 4.71% | 2.15% | $1,380.4万 | 2.4万股 | $515.2万 | 2.5万股 | -1,563股-6.17% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 3.94% | 4.46% | $1,155.6万 | 22.1万股 | $1,071.1万 | 20.6万股 | +1.5万股+7.05% | 加仓 |
| IiShares安硕信托USMV |
| 3.54% | 4.08% | $1,036.7万 | 10.7万股 | $979.4万 | 10.6万股 | +1,863股+1.76% | 加仓 |
 泛林集团LRCX |
| 3.4% | 2.13% | $995.7万 | 2.3万股 | $511.7万 | 2.4万股 | -969股-4.05% | 减仓 |
 谷歌AGOOGL |
| 3.18% | 3.14% | $931.3万 | 2.6万股 | $754.8万 | 2.6万股 | -186股-0.71% | 减仓 |
 VanEck ETF信托SMH |
| 2.95% | 2.55% | $864.5万 | 1.3万股 | $612.7万 | 1.6万股 | -2,800股-17.52% | 减仓 |
| I景顺QQQ信托VOO |
| 2.92% | 3.08% | $855.1万 | 1.2万股 | $739.2万 | 1.3万股 | -1,195股-9.33% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.53% | 2.68% | $742.7万 | 9,946股 | $643.1万 | 9,888股 | +58股+0.59% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.51% | 2.75% | $734.9万 | 3.1万股 | $660.9万 | 3.1万股 | +328股+1.07% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 2.19% | 2.35% | $642.6万 | 1.2万股 | $565.2万 | 1.2万股 | +98股+0.80% | 加仓 |
| V先锋领航指数基金VUG |
| 2.08% | 2.09% | $608.4万 | 7.1万股 | $500.6万 | 1.1万股 | +5.9万股+516.17% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.99% | 2.19% | $584.3万 | 2.4万股 | $526.7万 | 2.4万股 | -195股-0.80% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.99% | 2.1% | $583.0万 | 8,290股 | $503.6万 | 8,166股 | +124股+1.52% | 加仓 |
 好市多COST |
| 1.97% | 2.56% | $577.4万 | 6,173股 | $614.8万 | 6,170股 | +3股+0.05% | 加仓 |
 亚马逊AMZN |
| 1.96% | 2.11% | $573.8万 | 2.4万股 | $507.3万 | 2.4万股 | -284股-1.17% | 减仓 |
| V先锋领航·TOTALBND |
| 1.95% | 2.24% | $571.7万 | 7.8万股 | $536.8万 | 7.3万股 | +4,985股+6.84% | 加仓 |
 Meta平台META |
| 1.94% | 2.29% | $568.7万 | 1.0万股 | $548.5万 | 9,587股 | +509股+5.31% | 加仓 |
 微软MSFT |
| 1.91% | 2.32% | $559.7万 | 1.5万股 | $557.0万 | 1.5万股 | -43股-0.29% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.89% | 1.96% | $554.7万 | 6.7万股 | $469.8万 | 5.7万股 | +1.0万股+18.21% | 加仓 |
 天弘CLS |
| 1.86% | 1.75% | $544.4万 | 1.5万股 | $419.0万 | 1.5万股 | +47股+0.32% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.49% | 1.62% | $435.3万 | 2.7万股 | $387.9万 | 2.6万股 | +978股+3.70% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.46% | 0.91% | $428.2万 | 5,102股 | $217.6万 | 5,343股 | -241股-4.51% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.17% | 1.13% | $341.7万 | 6.4万股 | $271.3万 | 5.5万股 | +8,773股+15.96% | 加仓 |
 AMGEN COMAMGN |
| 1.11% | 1.26% | $323.9万 | 8,944股 | $302.8万 | 8,607股 | +337股+3.92% | 加仓 |
 帕兰提尔PLTR |
| 1.08% | 1.64% | $316.0万 | 2.7万股 | $394.5万 | 2.7万股 | +119股+0.44% | 加仓 |
| SSPDR行业精选信托XLP |
| 1.02% | — | $298.8万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 波音BA |
| 0.95% | 1.08% | $279.5万 | 1.3万股 | $258.6万 | 1.3万股 | -80股-0.62% | 减仓 |
 家得宝HD |
| 0.92% | 1.02% | $269.4万 | 7,639股 | $245.0万 | 7,449股 | +190股+2.55% | 加仓 |
 Bloom EnergyBE |
| 0.83% | 0.46% | $244.5万 | 8,076股 | $110.4万 | 8,145股 | -69股-0.85% | 减仓 |
 NETFLIXNFLX |
| 0.8% | 1.37% | $233.1万 | 3.3万股 | $328.0万 | 3.4万股 | -1,463股-4.29% | 减仓 |
| G通用动力VTI |
| 0.76% | 0.81% | $222.4万 | 6,009股 | $193.3万 | 6,024股 | -15股-0.25% | 减仓 |
 黑石集团BX |
| 0.68% | 0.81% | $198.9万 | 1.7万股 | $195.4万 | 1.7万股 | -87股-0.51% | 减仓 |
 摩根大通JPM |
| 0.67% | 0.74% | $197.7万 | 6,041股 | $177.7万 | 6,041股 | 00.00% | 持仓不变 |
| PPOWELL INDSPOWL |
| 0.59% | 0.45% | $171.5万 | 5,988股 | $108.3万 | 2,002股 | +3,986股+199.10% | 加仓 |
 特斯拉TSLA |
| 0.53% | 0.62% | $154.4万 | 3,670股 | $147.7万 | 3,974股 | -304股-7.65% | 减仓 |
| DDEFINIUM THERAPEUTICSDFTX |
| 0.5% | 0.21% | $146.8万 | 3.1万股 | $49.8万 | 2.6万股 | +4,862股+18.45% | 加仓 |
 福泰制药VRTX |
| 0.49% | 0.37% | $144.1万 | 2,900股 | $89.3万 | 2,000股 | +900股+45.00% | 加仓 |
 沃尔玛WMT |
| 0.48% | 0.64% | $140.2万 | 1.2万股 | $153.6万 | 1.2万股 | +25股+0.20% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.45% | 0.08% | $132.8万 | 4,884股 | $20.3万 | 2,158股 | +2,726股+126.32% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.45% | 0.48% | $131.9万 | 2.3万股 | $115.4万 | 2.0万股 | +3,006股+14.77% | 加仓 |
| MMODINE MFGMOD |
| 0.4% | 0.39% | $116.9万 | 4,378股 | $94.0万 | 4,338股 | +40股+0.92% | 加仓 |
| AAPPLOVINAPP |
| 0.39% | 0.36% | $113.2万 | 2,198股 | $87.5万 | 2,198股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.37% | 0.38% | $108.4万 | 4,268股 | $92.3万 | 3,774股 | +494股+13.09% | 加仓 |
| V先锋领航指数基金VOO |
| 0.37% | 0.53% | $107.6万 | 1,567股 | $127.9万 | 2,141股 | -574股-26.81% | 减仓 |
 GE航空GE |
| 0.35% | 0.28% | $103.5万 | 2,768股 | $68.1万 | 2,398股 | +370股+15.43% | 加仓 |
 GE VernovaGEV |
| 0.35% | 0.31% | $102.2万 | 870股 | $74.2万 | 850股 | +20股+2.35% | 加仓 |
 台积电TSM |
| 0.35% | 0.3% | $101.9万 | 2,134股 | $72.1万 | 2,134股 | 00.00% | 持仓不变 |
