 台积电TSM |
| 7.68% | 8.7% | $1,592.7万 | 3.3万股 | $1,334.2万 | 3.9万股 | -6,130股-15.53% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 7.37% | 4.03% | $1,528.2万 | 3.1万股 | $618.2万 | 1.3万股 | +1.8万股+136.74% | 加仓 |
 英伟达NVDA |
| 6.86% | 7.5% | $1,422.7万 | 7.1万股 | $1,151.3万 | 6.6万股 | +5,086股+7.70% | 加仓 |
 GE航空GE |
| 6.75% | 3.06% | $1,399.5万 | 3.7万股 | $469.8万 | 1.7万股 | +2.1万股+126.17% | 加仓 |
 艾伯维ABBV |
| 6.64% | 3.29% | $1,376.5万 | 5.5万股 | $504.4万 | 2.3万股 | +3.2万股+135.88% | 加仓 |
 博通AVGO |
| 5.4% | 3.82% | $1,118.9万 | 3.0万股 | $586.2万 | 1.9万股 | +1.1万股+56.39% | 加仓 |
 GE VernovaGEV |
| 5.25% | 7.62% | $1,088.6万 | 9,266股 | $1,169.2万 | 1.3万股 | -4,129股-30.82% | 减仓 |
 苹果AAPL |
| 4.84% | 9.11% | $1,003.0万 | 3.5万股 | $1,398.4万 | 5.5万股 | -2.0万股-37.10% | 减仓 |
 VanEck ETF信托SMH |
| 4.72% | 9.18% | $977.9万 | 1.5万股 | $1,408.6万 | 3.7万股 | -2.2万股-59.42% | 减仓 |
 微软MSFT |
| 4.6% | 3.28% | $954.6万 | 2.6万股 | $503.6万 | 1.4万股 | +1.2万股+88.09% | 加仓 |
 美光科技MU |
| 4.6% | 2.21% | $954.0万 | 8,265股 | $339.2万 | 1.0万股 | -1,775股-17.68% | 减仓 |
 谷歌AGOOGL |
| 4.55% | 4.51% | $943.5万 | 2.6万股 | $692.6万 | 2.4万股 | +2,315股+9.61% | 加仓 |
 特斯拉TSLA |
| 4.25% | 2.88% | $881.6万 | 2.1万股 | $441.8万 | 1.2万股 | +9,075股+76.36% | 加仓 |
 摩根大通JPM |
| 3.92% | 5.87% | $812.2万 | 2.5万股 | $901.0万 | 3.1万股 | -5,815股-18.99% | 减仓 |
 高盛GS |
| 3.46% | — | $716.6万 | 7,085股 | $0 | 0股 | +7,085股 | 新买入 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 3.45% | — | $714.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 亚马逊AMZN |
| 3.42% | 3.82% | $709.4万 | 3.0万股 | $585.6万 | 2.8万股 | +1,650股+5.87% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 2.83% | 4.96% | $587.2万 | 9.6万股 | $761.5万 | 13.7万股 | -4.2万股-30.34% | 减仓 |
| I景顺QQQ信托VOO |
| 2.65% | 6.73% | $549.7万 | 7,465股 | $1,033.2万 | 1.8万股 | -1.0万股-58.30% | 减仓 |
 英特尔INTC |
| 2.45% | — | $507.5万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 Meta平台META |
| 2.09% | 2.97% | $434.0万 | 7,706股 | $456.0万 | 7,970股 | -264股-3.31% | 减仓 |
 帕兰提尔PLTR |
| 1.27% | — | $262.8万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| SSpaceXSPCX |
| 0.77% | — | $160.2万 | 9,375股 | $0 | 0股 | +9,375股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.18% | 0.16% | $37.8万 | 550股 | $23.9万 | 400股 | +150股+37.50% | 加仓 |
