 迈威尔MRVL |
| 4.82% | 2.1% | $2,132.4万 | 7.2万股 | $723.6万 | 7.3万股 | -1,472股-2.01% | 减仓 |
 英特尔INTC |
| 3.98% | 2.21% | $1,761.3万 | 12.6万股 | $762.2万 | 17.3万股 | -4.7万股-26.97% | 减仓 |
| PPimco Active Bond ETFBOND |
| 3.4% | 6.39% | $1,505.4万 | 16.3万股 | $2,202.0万 | 23.9万股 | -7.5万股-31.58% | 减仓 |
| C资本集团股息价值CCBG |
| 3.26% | 3.39% | $1,442.0万 | 29.3万股 | $1,167.7万 | 27.5万股 | +1.8万股+6.60% | 加仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 3.22% | 3.84% | $1,424.7万 | 28.1万股 | $1,324.9万 | 26.1万股 | +2.0万股+7.62% | 加仓 |
 英伟达NVDA |
| 2.86% | 3.21% | $1,266.1万 | 6.3万股 | $1,107.4万 | 6.3万股 | -216股-0.34% | 减仓 |
| C资本集团固定收益ETF信托CGMS |
| 2.57% | 1.79% | $1,134.6万 | 41.5万股 | $615.4万 | 22.6万股 | +18.9万股+83.70% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 2.49% | 2.73% | $1,102.6万 | 20.4万股 | $942.5万 | 19.8万股 | +5,772股+2.91% | 加仓 |
 DatadogDDOG |
| 2.45% | 1.44% | $1,085.1万 | 4.2万股 | $496.0万 | 4.2万股 | -341股-0.81% | 减仓 |
 PALO ALTOPANW |
| 2.39% | 1.46% | $1,056.0万 | 3.1万股 | $502.4万 | 3.1万股 | -369股-1.18% | 减仓 |
 博通AVGO |
| 2.26% | 3.25% | $998.4万 | 2.6万股 | $1,121.5万 | 3.6万股 | -9,804股-27.06% | 减仓 |
 亚马逊AMZN |
| 2.25% | 2.56% | $994.5万 | 4.2万股 | $881.7万 | 4.2万股 | -609股-1.44% | 减仓 |
 艾伯维ABBV |
| 2.15% | — | $949.0万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| VVICORVICR |
| 2.11% | 1.16% | $931.4万 | 2.5万股 | $401.5万 | 2.5万股 | -413股-1.66% | 减仓 |
 GE航空GE |
| 2.08% | 2.06% | $921.0万 | 2.5万股 | $708.4万 | 2.5万股 | -320股-1.28% | 减仓 |
| TTERADYNETER |
| 1.97% | 2.01% | $871.6万 | 1.8万股 | $693.4万 | 2.3万股 | -5,375股-22.98% | 减仓 |
 谷歌AGOOGL |
| 1.94% | 2.03% | $858.8万 | 2.4万股 | $700.2万 | 2.4万股 | -317股-1.30% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.93% | — | $853.8万 | 17.0万股 | $0 | 0股 | +17.0万股 | 新买入 |
| MMASTECMTZ |
| 1.91% | 1.89% | $844.9万 | 2.0万股 | $652.1万 | 2.0万股 | +39股+0.19% | 加仓 |
| PPGIM ULTRAPULS |
| 1.86% | 1.26% | $822.7万 | 16.6万股 | $434.0万 | 8.8万股 | +7.8万股+89.36% | 加仓 |
 礼来LLY |
| 1.85% | 1.84% | $818.6万 | 6,825股 | $633.6万 | 6,889股 | -64股-0.93% | 减仓 |
 EntergyETR |
| 1.7% | 2.17% | $752.5万 | 6.6万股 | $747.1万 | 6.6万股 | -979股-1.47% | 减仓 |
 LumentumLITE |
| 1.67% | 2.17% | $739.7万 | 8,621股 | $749.0万 | 1.1万股 | -2,037股-19.11% | 减仓 |
 微软MSFT |
| 1.66% | 2.14% | $733.9万 | 2.0万股 | $738.2万 | 2.0万股 | -270股-1.35% | 减仓 |
| IiShares安硕信托IFRA |
| 1.5% | — | $665.0万 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
| IIBMIBM |
| 1.49% | 1.65% | $657.2万 | 2.3万股 | $569.3万 | 2.3万股 | -115股-0.49% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.45% | 1.12% | $643.2万 | 2.5万股 | $386.5万 | 2.6万股 | -354股-1.38% | 减仓 |
 伊顿ETN |
| 1.43% | 1.57% | $634.3万 | 1.5万股 | $540.4万 | 1.5万股 | -223股-1.48% | 减仓 |
 苹果AAPL |
| 1.4% | 1.59% | $617.1万 | 2.1万股 | $549.6万 | 2.2万股 | -328股-1.51% | 减仓 |
 波音BA |
| 1.31% | 1.57% | $581.0万 | 2.7万股 | $540.6万 | 2.7万股 | -319股-1.17% | 减仓 |
 安费诺APH |
| 1.31% | 1.21% | $580.5万 | 3.3万股 | $416.4万 | 3.3万股 | -33股-0.10% | 减仓 |
 直觉外科ISRG |
| 1.3% | 1.95% | $574.6万 | 1.4万股 | $672.9万 | 1.5万股 | -148股-1.01% | 减仓 |
 QUANTA SVCSPWR |
| 1.26% | 1.24% | $558.0万 | 7,750股 | $426.0万 | 7,760股 | -10股-0.13% | 减仓 |
 雷神技术RTX |
| 1.24% | 1.63% | $548.1万 | 2.9万股 | $561.8万 | 2.9万股 | -234股-0.80% | 减仓 |
 Meta平台META |
| 1.21% | 1.61% | $536.6万 | 9,526股 | $553.5万 | 9,674股 | -148股-1.53% | 减仓 |
 CrowdStrikeCRWD |
| 1.2% | 0.79% | $531.2万 | 6,961股 | $271.0万 | 6,942股 | +19股+0.27% | 加仓 |
 NETFLIXNFLX |
| 1.11% | 1.94% | $491.8万 | 6.9万股 | $667.9万 | 6.9万股 | -591股-0.85% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.08% | 1.19% | $475.5万 | 3.8万股 | $409.6万 | 9,605股 | +2.9万股+298.70% | 加仓 |
| TTTM TECHNOLOGIESTTMI |
| 1.06% | — | $469.9万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| AAEHR TEST SYSAEHR |
| 1.06% | 0.77% | $469.3万 | 4.9万股 | $266.3万 | 7.2万股 | -2.3万股-31.98% | 减仓 |
| PPDF SOLUTIONSPDFS |
| 1.01% | — | $448.5万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 VertivVRT |
| 0.99% | 1.29% | $438.2万 | 1.3万股 | $443.0万 | 1.8万股 | -4,591股-25.97% | 减仓 |
| IiShares安硕信托IVW |
| 0.93% | 1.02% | $410.4万 | 3.0万股 | $352.8万 | 3.1万股 | -1,351股-4.33% | 减仓 |
 FIRST SOLAR COMFSLR |
| 0.9% | 0.96% | $398.0万 | 1.7万股 | $332.4万 | 1.7万股 | +17股+0.10% | 加仓 |
| IIONQIONQ |
| 0.88% | 0.24% | $389.3万 | 7.3万股 | $82.1万 | 2.8万股 | +4.5万股+156.55% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.75% | — | $330.5万 | 5,895股 | $0 | 0股 | +5,895股 | 新买入 |
 MONOLITHIC PWR SYSMPWR |
| 0.7% | 0.7% | $311.0万 | 2,250股 | $242.4万 | 2,217股 | +33股+1.49% | 加仓 |
| IiShares安硕信托EFV |
| 0.7% | — | $309.9万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| F富达·VALUE FACTOR ETFFVAL |
| 0.69% | 0.83% | $306.7万 | 3.9万股 | $285.6万 | 4.1万股 | -1,798股-4.37% | 减仓 |
 NateraNTRA |
| 0.69% | — | $305.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
