 英伟达NVDA |
| 35.74% | 34.79% | $2.77亿 | 138.3万股 | $2.41亿 | 138.3万股 | +90股+0.01% | 加仓 |
 亚马逊AMZN |
| 19.41% | 18.74% | $1.50亿 | 63.1万股 | $1.30亿 | 62.4万股 | +6,984股+1.12% | 加仓 |
 Meta平台META |
| 7.44% | 10.54% | $5,761.1万 | 10.2万股 | $7,305.4万 | 12.8万股 | -2.5万股-19.90% | 减仓 |
 微软MSFT |
| 5.14% | 5.97% | $3,981.5万 | 10.7万股 | $4,142.6万 | 11.2万股 | -5,175股-4.62% | 减仓 |
 苹果AAPL |
| 2.98% | 2.76% | $2,308.7万 | 8.0万股 | $1,912.4万 | 7.5万股 | +4,434股+5.88% | 加仓 |
 美光科技MU |
| 2.85% | 0.13% | $2,209.1万 | 1.9万股 | $87.8万 | 2,600股 | +1.7万股+636.08% | 加仓 |
 博通AVGO |
| 2.55% | 2.48% | $1,977.4万 | 5.2万股 | $1,720.1万 | 5.6万股 | -3,228股-5.81% | 减仓 |
 帕兰提尔PLTR |
| 1.99% | 3.88% | $1,541.5万 | 13.2万股 | $2,691.8万 | 18.4万股 | -5.2万股-28.20% | 减仓 |
 高盛GS |
| 1.81% | 1.49% | $1,400.8万 | 1.4万股 | $1,033.3万 | 1.2万股 | +1,637股+13.40% | 加仓 |
 谷歌AGOOGL |
| 1.8% | 1.39% | $1,393.3万 | 3.9万股 | $965.6万 | 3.4万股 | +5,409股+16.11% | 加仓 |
 GE航空GE |
| 1.62% | 1.41% | $1,253.6万 | 3.4万股 | $979.8万 | 3.5万股 | -984股-2.85% | 减仓 |
 GE VernovaGEV |
| 1.46% | 1.18% | $1,127.3万 | 9,595股 | $819.7万 | 9,391股 | +204股+2.17% | 加仓 |
 摩根士丹利MS |
| 1.33% | 1.12% | $1,028.2万 | 4.9万股 | $774.0万 | 4.7万股 | +2,155股+4.58% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.3% | 1.57% | $1,008.6万 | 12.2万股 | $1,090.0万 | 13.7万股 | -1.5万股-10.86% | 减仓 |
 摩根大通JPM |
| 1.24% | 1.26% | $963.0万 | 2.9万股 | $873.6万 | 3.0万股 | -276股-0.93% | 减仓 |
| BBANK OF AMERBAC |
| 0.82% | 0.9% | $636.1万 | 11.2万股 | $622.4万 | 12.8万股 | -1.6万股-12.55% | 减仓 |
 Arm控股ARM |
| 0.73% | 0.14% | $561.8万 | 1.6万股 | $99.6万 | 6,585股 | +9,259股+140.61% | 加仓 |
 沃尔玛WMT |
| 0.56% | 0.82% | $436.5万 | 3.9万股 | $568.4万 | 4.6万股 | -7,200股-15.74% | 减仓 |
 迈威尔MRVL |
| 0.42% | 0.01% | $321.9万 | 1.1万股 | $5.4万 | 549股 | +1.0万股+1,868.12% | 加仓 |
| GGRANITESHARES ETF TRNVDL |
| 0.35% | 0.46% | $270.5万 | 9.1万股 | $321.0万 | 4.4万股 | +4.7万股+105.17% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.29% | 0.02% | $226.4万 | 5,248股 | $16.4万 | 1,000股 | +4,248股+424.80% | 加仓 |
| CCOMMERCIAL METALSCMC |
| 0.29% | 0.36% | $221.4万 | 3.5万股 | $248.1万 | 4.0万股 | -5,090股-12.61% | 减仓 |
| AASTERA LABSALAB |
| 0.27% | 0.08% | $212.8万 | 4,406股 | $56.1万 | 5,117股 | -711股-13.89% | 减仓 |
 LOWES COS COMLOW |
| 0.26% | 0.3% | $199.5万 | 9,048股 | $209.7万 | 8,875股 | +173股+1.95% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.26% | 0.2% | $199.4万 | 1.0万股 | $139.5万 | 8,263股 | +2,223股+26.90% | 加仓 |
| IIBMIBM |
| 0.24% | 0.32% | $187.3万 | 6,662股 | $223.0万 | 9,201股 | -2,539股-27.59% | 减仓 |
| IiShares白银信托SLV |
| 0.24% | 0.45% | $185.9万 | 3.5万股 | $314.7万 | 4.6万股 | -1.1万股-24.70% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.55% | $181.3万 | 3,623股 | $379.8万 | 7,926股 | -4,303股-54.29% | 减仓 |
 AMGEN COMAMGN |
| 0.23% | 0.26% | $178.5万 | 4,928股 | $183.0万 | 5,202股 | -274股-5.27% | 减仓 |
| DDirexion股票ETF信托MUU |
| 0.21% | — | $163.9万 | 1,563股 | $0 | 0股 | +1,563股 | 新买入 |
 CrowdStrikeCRWD |
| 0.21% | 0.07% | $163.5万 | 2,142股 | $46.9万 | 1,202股 | +940股+78.20% | 加仓 |
 台积电TSM |
| 0.21% | 0.1% | $161.3万 | 3,377股 | $70.6万 | 2,089股 | +1,288股+61.66% | 加仓 |
 康明斯CMI |
| 0.21% | 0.2% | $161.3万 | 2,261股 | $135.5万 | 2,519股 | -258股-10.24% | 减仓 |
 康宁GLW |
| 0.2% | 0.07% | $153.8万 | 6,020股 | $48.4万 | 3,560股 | +2,460股+69.10% | 加仓 |
 波音BA |
| 0.18% | 0.17% | $140.6万 | 6,495股 | $120.8万 | 6,071股 | +424股+6.98% | 加仓 |
 特斯拉TSLA |
| 0.17% | 0.19% | $133.4万 | 3,172股 | $133.8万 | 3,599股 | -427股-11.86% | 减仓 |
 艾默生电气EMR |
| 0.16% | 0.16% | $126.7万 | 8,852股 | $112.6万 | 8,594股 | +258股+3.00% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.16% | 0.16% | $125.0万 | 3.6万股 | $114.2万 | 3.7万股 | -1,527股-4.08% | 减仓 |
 雷神技术RTX |
| 0.15% | 0.17% | $117.7万 | 6,205股 | $119.8万 | 6,208股 | -3股-0.05% | 减仓 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 0.15% | 0.19% | $117.1万 | 1.0万股 | $132.3万 | 9,934股 | +165股+1.66% | 加仓 |
 泛林集团LRCX |
| 0.14% | 0.07% | $108.5万 | 2,505股 | $49.6万 | 2,320股 | +185股+7.97% | 加仓 |
 艾伯维ABBV |
| 0.14% | 0.12% | $107.6万 | 4,275股 | $84.1万 | 3,867股 | +408股+10.55% | 加仓 |
 AMD超威AMD |
| 0.14% | 0.05% | $106.2万 | 1,828股 | $35.3万 | 1,737股 | +91股+5.24% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.13% | 0.16% | $99.5万 | 3.1万股 | $108.0万 | 3.2万股 | -1,089股-3.38% | 减仓 |
| UUNITED STATES COPPER INDEX FUNDCPER |
| 0.12% | 0.14% | $95.6万 | 2.5万股 | $96.2万 | 2.8万股 | -2,600股-9.30% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.12% | 0.01% | $94.8万 | 2,683股 | $7.8万 | 273股 | +2,410股+882.78% | 加仓 |
 洛克希德马丁LMT |
| 0.1% | 0.13% | $80.2万 | 1,575股 | $90.4万 | 1,495股 | +80股+5.35% | 加仓 |
 ServiceNowNOW |
| 0.1% | 0.13% | $74.4万 | 7,496股 | $92.1万 | 8,811股 | -1,315股-14.92% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.1% | 0.09% | $74.4万 | 3,020股 | $62.8万 | 3,020股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.09% | 0.05% | $72.3万 | 679股 | $38.1万 | 538股 | +141股+26.21% | 加仓 |
