 亚马逊AMZN |
| 5.85% | 4.98% | $2,418.3万 | 10.1万股 | $1,792.8万 | 8.6万股 | +1.5万股+17.87% | 加仓 |
 英伟达NVDA |
| 5.39% | 5.4% | $2,230.8万 | 11.1万股 | $1,947.1万 | 11.2万股 | -152股-0.14% | 减仓 |
 苹果AAPL |
| 4.89% | 4.97% | $2,020.6万 | 7.0万股 | $1,789.9万 | 7.1万股 | -696股-0.99% | 减仓 |
 谷歌AGOOGL |
| 4.86% | 4.49% | $2,010.5万 | 5.6万股 | $1,618.8万 | 5.6万股 | -36股-0.06% | 减仓 |
 科磊KLAC |
| 3.57% | 1.98% | $1,477.5万 | 4.9万股 | $713.4万 | 4,845股 | +4.4万股+910.73% | 加仓 |
 卡特彼勒CAT |
| 3.18% | 2.42% | $1,315.9万 | 1.2万股 | $871.0万 | 1.2万股 | +63股+0.51% | 加仓 |
 AMD超威AMD |
| 2.99% | 1.59% | $1,236.9万 | 2.1万股 | $572.3万 | 2.8万股 | -6,838股-24.31% | 减仓 |
 微软MSFT |
| 2.92% | 3.33% | $1,209.0万 | 3.2万股 | $1,199.1万 | 3.2万股 | +19股+0.06% | 加仓 |
 特斯拉TSLA |
| 2.88% | 2.9% | $1,191.0万 | 2.8万股 | $1,046.8万 | 2.8万股 | +160股+0.57% | 加仓 |
| SSPDR行业精选信托XLU |
| 2.61% | — | $1,079.0万 | 23.8万股 | $0 | 0股 | +23.8万股 | 新买入 |
 GE VernovaGEV |
| 2.49% | 2.1% | $1,028.1万 | 8,751股 | $758.4万 | 8,688股 | +63股+0.73% | 加仓 |
 Arista网络ANET |
| 2.48% | 2.04% | $1,025.2万 | 6.0万股 | $735.9万 | 6.0万股 | +412股+0.69% | 加仓 |
 QUANTA SVCSPWR |
| 2.28% | 1.98% | $943.0万 | 1.3万股 | $713.1万 | 1.3万股 | +108股+0.83% | 加仓 |
 摩根大通JPM |
| 2.07% | 2.15% | $855.7万 | 2.6万股 | $774.2万 | 2.6万股 | -178股-0.68% | 减仓 |
| B纽约梅隆银行BK |
| 1.92% | 1.79% | $792.2万 | 5.5万股 | $645.9万 | 5.4万股 | +335股+0.62% | 加仓 |
 空气化工APD |
| 1.89% | 2.18% | $780.6万 | 2.7万股 | $787.3万 | 2.7万股 | -477股-1.76% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.86% | 1.56% | $767.6万 | 2.0万股 | $561.1万 | 2.0万股 | +260股+1.29% | 加仓 |
 GE航空GE |
| 1.84% | 1.57% | $761.7万 | 2.0万股 | $567.4万 | 2.0万股 | +386股+1.93% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 1.81% | 1.74% | $747.9万 | 3.0万股 | $626.1万 | 3.0万股 | +288股+0.96% | 加仓 |
 礼来LLY |
| 1.72% | — | $712.3万 | 5,939股 | $0 | 0股 | +5,939股 | 新买入 |
 RobinhoodHOOD |
| 1.63% | 1.26% | $672.0万 | 6.7万股 | $455.2万 | 6.6万股 | +1,337股+2.04% | 加仓 |
 VistraVST |
| 1.57% | 1.73% | $649.9万 | 4.1万股 | $622.4万 | 4.1万股 | -429股-1.04% | 减仓 |
 伊顿ETN |
| 1.53% | 1.45% | $634.4万 | 1.5万股 | $522.5万 | 1.5万股 | +278股+1.90% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.53% | 1.31% | $634.3万 | 6.6万股 | $473.3万 | 6.5万股 | +679股+1.04% | 加仓 |
 高盛GS |
| 1.53% | 1.45% | $632.8万 | 6,257股 | $520.9万 | 6,158股 | +99股+1.61% | 加仓 |
 Meta平台META |
| 1.52% | 1.76% | $630.0万 | 1.1万股 | $634.6万 | 1.1万股 | +92股+0.83% | 加仓 |
 博通AVGO |
| 1.5% | 1.38% | $619.9万 | 1.6万股 | $498.7万 | 1.6万股 | +301股+1.87% | 加仓 |
 迪尔DE |
| 1.42% | 1.41% | $588.6万 | 9,279股 | $507.1万 | 9,003股 | +276股+3.07% | 加仓 |
 美国运通AXP |
| 1.4% | 1.41% | $579.9万 | 1.7万股 | $506.7万 | 1.7万股 | +393股+2.35% | 加仓 |
 好市多COST |
| 1.37% | 1.64% | $567.1万 | 6,062股 | $591.3万 | 5,935股 | +127股+2.14% | 加仓 |
 TJXTJX |
| 1.36% | 1.62% | $562.4万 | 3.7万股 | $584.6万 | 3.7万股 | +514股+1.40% | 加仓 |
| EENTEGRISENTG |
| 1.33% | — | $548.3万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 帕兰提尔PLTR |
| 1.27% | 1.78% | $523.9万 | 4.5万股 | $641.0万 | 4.4万股 | +1,083股+2.47% | 加仓 |
 美国包装PKG |
| 1.19% | 1.2% | $491.6万 | 2.1万股 | $431.5万 | 2.0万股 | +297股+1.46% | 加仓 |
| G通用动力VTI |
| 1.18% | 1.18% | $486.7万 | 1.3万股 | $424.8万 | 1.3万股 | -87股-0.66% | 减仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 1.15% | 0.67% | $475.2万 | 4.7万股 | $240.2万 | 2.1万股 | +2.6万股+128.19% | 加仓 |
 联合太平洋铁路UNP |
| 1.11% | 1.08% | $458.1万 | 1.7万股 | $389.1万 | 1.6万股 | +804股+5.01% | 加仓 |
 ServiceNowNOW |
| 1.03% | — | $425.4万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 甲骨文ORCL |
| 0.97% | — | $403.0万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.96% | — | $398.8万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.86% | 1.05% | $356.3万 | 2.1万股 | $379.5万 | 2.2万股 | -500股-2.29% | 减仓 |
 Bloom EnergyBE |
| 0.82% | — | $339.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 迈威尔MRVL |
| 0.77% | — | $319.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.77% | 0.77% | $317.1万 | 4,246股 | $277.5万 | 4,267股 | -21股-0.49% | 减仓 |
 ONEOKOKE |
| 0.75% | 0.86% | $308.4万 | 3.5万股 | $308.5万 | 3.4万股 | +1,341股+3.93% | 加仓 |
 星巴克SBUX |
| 0.69% | 0.7% | $286.1万 | 2.8万股 | $250.8万 | 2.8万股 | +2股+0.01% | 加仓 |
 美光科技MU |
| 0.49% | 0.18% | $202.6万 | 1,755股 | $63.1万 | 1,868股 | -113股-6.05% | 减仓 |
 CF INDSCF |
| 0.49% | — | $201.1万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 联合健康UNH |
| 0.48% | — | $196.8万 | 4,735股 | $0 | 0股 | +4,735股 | 新买入 |
 NETFLIXNFLX |
| 0.47% | 0.67% | $194.8万 | 2.7万股 | $241.5万 | 2.5万股 | +2,155股+8.58% | 加仓 |
