 微软MSFT |
| 15.56% | 13.58% | $1.39亿 | 37.3万股 | $1.33亿 | 35.8万股 | +1.4万股+4.04% | 加仓 |
| S嘉信·USSCHX |
| 5.21% | 3.95% | $4,657.0万 | 158.2万股 | $3,859.3万 | 150.5万股 | +7.7万股+5.13% | 加仓 |
 英伟达NVDA |
| 4.2% | 3.16% | $3,756.0万 | 18.8万股 | $3,087.1万 | 17.7万股 | +1.1万股+6.04% | 加仓 |
 AMD超威AMD |
| 3.49% | 1.11% | $3,122.6万 | 5.4万股 | $1,083.0万 | 5.3万股 | +518股+0.97% | 加仓 |
 亚马逊AMZN |
| 3.34% | 2.67% | $2,987.6万 | 12.5万股 | $2,612.4万 | 12.5万股 | -81股-0.06% | 减仓 |
 苹果AAPL |
| 2.52% | 2.18% | $2,252.6万 | 7.8万股 | $2,131.9万 | 8.4万股 | -6,156股-7.33% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.37% | 1.69% | $2,122.2万 | 6.0万股 | $1,650.9万 | 5.8万股 | +2,512股+4.36% | 加仓 |
 台积电TSM |
| 2.1% | 1.32% | $1,879.6万 | 3.9万股 | $1,289.0万 | 3.8万股 | +1,216股+3.19% | 加仓 |
| S嘉信策略信托SCHM |
| 2.07% | 1.54% | $1,848.7万 | 50.1万股 | $1,508.2万 | 48.7万股 | +1.4万股+2.93% | 加仓 |
 博通AVGO |
| 2% | 1.51% | $1,789.9万 | 4.7万股 | $1,474.3万 | 4.8万股 | -250股-0.52% | 减仓 |
 美光科技MU |
| 1.74% | 0.08% | $1,557.8万 | 1.3万股 | $82.3万 | 2,435股 | +1.1万股+454.25% | 加仓 |
 Meta平台META |
| 1.63% | 1.42% | $1,457.8万 | 2.6万股 | $1,386.1万 | 2.4万股 | +1,655股+6.83% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.61% | 1.38% | $1,442.5万 | 27.5万股 | $1,352.1万 | 25.7万股 | +1.8万股+6.99% | 加仓 |
| SSPDR黄金信托GLD |
| 1.58% | 1.62% | $1,413.4万 | 3.8万股 | $1,581.7万 | 3.7万股 | +1,609股+4.38% | 加仓 |
 PALO ALTOPANW |
| 1.5% | 0.69% | $1,340.3万 | 3.9万股 | $669.2万 | 4.2万股 | -2,440股-5.85% | 减仓 |
 GE VernovaGEV |
| 1.5% | 1.08% | $1,337.1万 | 1.1万股 | $1,055.3万 | 1.2万股 | -709股-5.86% | 减仓 |
| S嘉信·USSCHA |
| 1.46% | 1% | $1,305.2万 | 36.1万股 | $975.4万 | 33.5万股 | +2.6万股+7.70% | 加仓 |
| J骏利亨德森JAAA |
| 1.45% | 1.21% | $1,295.6万 | 25.7万股 | $1,178.9万 | 23.4万股 | +2.3万股+9.64% | 加仓 |
 Arista网络ANET |
| 1.39% | 0.91% | $1,245.5万 | 7.3万股 | $891.7万 | 7.3万股 | +693股+0.95% | 加仓 |
| PPGIM ULTRAPULS |
| 1.38% | 1.18% | $1,233.6万 | 24.9万股 | $1,151.1万 | 23.3万股 | +1.6万股+7.05% | 加仓 |
 礼来LLY |
| 1.25% | 0.83% | $1,116.8万 | 9,311股 | $813.0万 | 8,839股 | +472股+5.34% | 加仓 |
| G高盛ETF信托GSST |
| 1.15% | 1.06% | $1,031.7万 | 20.4万股 | $1,035.1万 | 20.5万股 | -783股-0.38% | 减仓 |
| I景顺QQQ信托VOO |
| 1.11% | 0.63% | $994.6万 | 1.4万股 | $618.4万 | 1.1万股 | +2,792股+26.06% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.08% | 0.88% | $963.5万 | 4.0万股 | $858.7万 | 4.0万股 | +125股+0.32% | 加仓 |
| IiShares安硕信托IVV |
| 1.07% | 0.72% | $952.4万 | 1.3万股 | $707.9万 | 1.1万股 | +1,879股+17.34% | 加仓 |
 VisaV |
| 0.95% | 0.74% | $845.0万 | 2.5万股 | $720.4万 | 2.4万股 | +794股+3.33% | 加仓 |
 优步UBER |
| 0.94% | 0.71% | $836.6万 | 11.6万股 | $688.8万 | 9.6万股 | +2.0万股+21.07% | 加仓 |
 沃尔玛WMT |
| 0.92% | 0.07% | $821.7万 | 7.3万股 | $67.1万 | 5,396股 | +6.7万股+1,244.50% | 加仓 |
| S嘉信策略信托SCHF |
| 0.91% | 0.69% | $811.5万 | 29.3万股 | $674.8万 | 27.3万股 | +2.0万股+7.45% | 加仓 |
 NETFLIXNFLX |
| 0.87% | 1.09% | $778.9万 | 10.9万股 | $1,069.1万 | 11.1万股 | -2,107股-1.89% | 减仓 |
 万事达MA |
| 0.84% | 0.74% | $754.2万 | 1.5万股 | $720.5万 | 1.4万股 | +265股+1.84% | 加仓 |
| IiShares安硕信托SGOV |
| 0.79% | 0.68% | $706.3万 | 7.0万股 | $660.2万 | 6.6万股 | +4,572股+6.97% | 加仓 |
 ShopifySHOP |
| 0.74% | 0.78% | $659.3万 | 5.8万股 | $762.0万 | 6.4万股 | -6,499股-10.12% | 减仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.72% | 0.62% | $647.5万 | 3.2万股 | $602.3万 | 3.0万股 | +2,295股+7.68% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.72% | 0.71% | $647.3万 | 3,813股 | $691.2万 | 3,998股 | -185股-4.63% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.71% | 0.57% | $634.2万 | 5.4万股 | $553.1万 | 5.0万股 | +3,964股+7.99% | 加仓 |
 赛富时CRM |
| 0.71% | 0.59% | $631.2万 | 4.0万股 | $572.6万 | 3.1万股 | +9,618股+31.35% | 加仓 |
 VeevaVEEV |
| 0.71% | — | $630.5万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.69% | 0.57% | $616.3万 | 1.3万股 | $552.3万 | 1.1万股 | +2,035股+17.87% | 加仓 |
 黑石集团BX |
| 0.67% | 0.51% | $602.7万 | 5.1万股 | $494.3万 | 4.3万股 | +8,226股+19.14% | 加仓 |
 ServiceNowNOW |
| 0.66% | 0.52% | $592.1万 | 6.0万股 | $511.7万 | 4.9万股 | +1.1万股+21.85% | 加仓 |
| S嘉信策略信托SCHE |
| 0.64% | 0.51% | $568.2万 | 15.7万股 | $499.4万 | 15.2万股 | +5,121股+3.38% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.63% | 0.5% | $561.7万 | 2.6万股 | $490.1万 | 2.6万股 | +44股+0.17% | 加仓 |
 瑞思迈RMD |
| 0.63% | 0.66% | $559.7万 | 2.9万股 | $644.0万 | 2.9万股 | +34股+0.12% | 加仓 |
 FICOFICO |
| 0.6% | 0.46% | $536.8万 | 4,493股 | $454.0万 | 4,253股 | +240股+5.64% | 加仓 |
| PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP |
| 0.59% | 0.57% | $526.3万 | 5.4万股 | $559.4万 | 5.8万股 | -3,475股-6.01% | 减仓 |
 欧特克ADSK |
| 0.58% | 0.58% | $518.2万 | 2.7万股 | $562.6万 | 2.4万股 | +3,152股+13.41% | 加仓 |
 特斯拉TSLA |
| 0.54% | 1% | $485.0万 | 1.2万股 | $977.6万 | 2.6万股 | -1.5万股-56.15% | 减仓 |
 谷歌AGOOGL |
| 0.53% | 0.38% | $474.9万 | 1.3万股 | $374.3万 | 1.3万股 | +272股+2.09% | 加仓 |
 财捷INTU |
| 0.52% | — | $461.3万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
