 泛林集团LRCX |
| 7.69% | — | $2,829.2万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 阿斯麦ASML |
| 7.44% | 4.98% | $2,736.5万 | 1.4万股 | $1,735.0万 | 1.3万股 | +619股+4.71% | 加仓 |
 台积电TSM |
| 7.25% | 6.23% | $2,666.3万 | 5.6万股 | $2,169.6万 | 6.4万股 | -8,369股-13.04% | 减仓 |
 穆迪MCO |
| 6.61% | 6.62% | $2,431.9万 | 5.4万股 | $2,307.2万 | 5.3万股 | +808股+1.53% | 加仓 |
 VisaV |
| 6.3% | 5.37% | $2,316.3万 | 6.8万股 | $1,871.8万 | 6.2万股 | +5,583股+9.01% | 加仓 |
 GE VernovaGEV |
| 6.09% | 4.96% | $2,241.2万 | 1.9万股 | $1,728.9万 | 2.0万股 | -730股-3.69% | 减仓 |
 林德LIN |
| 5.85% | 4.5% | $2,151.5万 | 4.1万股 | $1,568.6万 | 3.2万股 | +9,820股+31.04% | 加仓 |
| I景顺QQQ信托VOO |
| 5.41% | — | $1,988.3万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 苹果AAPL |
| 5% | — | $1,839.5万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 亚马逊AMZN |
| 4.78% | 5.96% | $1,757.5万 | 7.4万股 | $2,075.4万 | 10.0万股 | -2.6万股-26.00% | 减仓 |
 自由媒体FWONK |
| 4.69% | — | $1,726.1万 | 18.1万股 | $0 | 0股 | +18.1万股 | 新买入 |
| RRBC BEARINGSRBC |
| 4.37% | 4.12% | $1,607.3万 | 2.5万股 | $1,437.1万 | 2.6万股 | -1,505股-5.69% | 减仓 |
 特灵科技TT |
| 4.08% | 4.74% | $1,500.6万 | 3.1万股 | $1,651.5万 | 4.0万股 | -9,075股-22.90% | 减仓 |
 安费诺APH |
| 3.8% | 5.47% | $1,397.8万 | 7.9万股 | $1,906.3万 | 15.1万股 | -7.2万股-47.46% | 减仓 |
 QUANTA SVCSPWR |
| 3.31% | 2.61% | $1,216.0万 | 1.7万股 | $909.6万 | 1.7万股 | +320股+1.93% | 加仓 |
 Meta平台META |
| 3.09% | 4.96% | $1,135.0万 | 2.0万股 | $1,729.0万 | 3.0万股 | -1.0万股-33.32% | 减仓 |
 GE航空GE |
| 3% | 4.7% | $1,102.5万 | 2.9万股 | $1,637.3万 | 5.8万股 | -2.8万股-48.87% | 减仓 |
 微软MSFT |
| 2.98% | 5.17% | $1,096.2万 | 2.9万股 | $1,800.2万 | 4.9万股 | -1.9万股-39.57% | 减仓 |
 AXON ENTERPRISEAXON |
| 2.8% | 2.59% | $1,031.5万 | 1.8万股 | $900.9万 | 2.1万股 | -2,813股-13.26% | 减仓 |
 黑石集团BX |
| 1.97% | 2.99% | $723.3万 | 6.1万股 | $1,043.3万 | 9.1万股 | -2.9万股-32.24% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.74% | — | $640.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 宣伟SHW |
| 1.74% | 3.4% | $639.3万 | 1.9万股 | $1,184.5万 | 3.7万股 | -1.8万股-49.76% | 减仓 |
