 英伟达NVDA |
| 32.3% | 38.58% | $1.11亿 | 55.7万股 | $9,831.7万 | 56.4万股 | -6,893股-1.22% | 减仓 |
| DDirexion股票ETF信托SOXL |
| 13.53% | 4.24% | $4,667.8万 | 17.5万股 | $1,080.6万 | 22.6万股 | -5.1万股-22.40% | 减仓 |
 谷歌AGOOGL |
| 7.62% | 8.39% | $2,628.2万 | 7.4万股 | $2,138.5万 | 7.4万股 | -824股-1.11% | 减仓 |
| PProShares信托QLD |
| 6.11% | 5.19% | $2,109.1万 | 21.8万股 | $1,322.1万 | 21.7万股 | +1,245股+0.57% | 加仓 |
 博通AVGO |
| 4.85% | 5.43% | $1,673.1万 | 4.4万股 | $1,384.0万 | 4.5万股 | -425股-0.95% | 减仓 |
 Meta平台META |
| 3.44% | 6.01% | $1,185.8万 | 2.1万股 | $1,531.2万 | 2.7万股 | -5,713股-21.35% | 减仓 |
 苹果AAPL |
| 3.44% | 4.26% | $1,185.1万 | 4.1万股 | $1,085.0万 | 4.3万股 | -1,796股-4.20% | 减仓 |
 Arm控股ARM |
| 2.97% | 1.49% | $1,023.3万 | 2.9万股 | $380.2万 | 2.5万股 | +3,725股+14.82% | 加仓 |
 VanEck ETF信托SMH |
| 2.55% | 2.11% | $880.5万 | 1.3万股 | $537.7万 | 1.4万股 | -600股-4.28% | 减仓 |
 微软MSFT |
| 2.35% | 3.5% | $812.4万 | 2.2万股 | $890.7万 | 2.4万股 | -2,283股-9.49% | 减仓 |
 特斯拉TSLA |
| 2.35% | 3.11% | $809.3万 | 1.9万股 | $792.2万 | 2.1万股 | -2,068股-9.70% | 减仓 |
 AMD超威AMD |
| 2.13% | 1.02% | $735.8万 | 1.3万股 | $258.8万 | 1.3万股 | -56股-0.44% | 减仓 |
 亚马逊AMZN |
| 1.99% | 2.33% | $687.3万 | 2.9万股 | $594.3万 | 2.9万股 | +301股+1.05% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.97% | 1.27% | $679.5万 | 8.3万股 | $322.4万 | 3.9万股 | +4.4万股+111.91% | 加仓 |
| OOKLOOKLO |
| 1.48% | 1.81% | $508.9万 | 9.7万股 | $462.1万 | 9.3万股 | +4,050股+4.35% | 加仓 |
 PALO ALTOPANW |
| 1.38% | 0.9% | $477.4万 | 1.4万股 | $229.3万 | 1.4万股 | -300股-2.10% | 减仓 |
| DDirexion股票ETF信托SPXL |
| 1.36% | 1.39% | $469.2万 | 1.7万股 | $355.2万 | 1.9万股 | -1,875股-9.76% | 减仓 |
 帕兰提尔PLTR |
| 1.11% | 2.47% | $383.8万 | 3.3万股 | $630.2万 | 4.3万股 | -1.0万股-23.63% | 减仓 |
 莫德纳MRNA |
| 1.08% | — | $372.1万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| I景顺QQQ信托VOO |
| 1.05% | 1.13% | $361.4万 | 4,907股 | $287.7万 | 4,985股 | -78股-1.56% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.6% | 0.66% | $208.1万 | 5,889股 | $168.6万 | 5,877股 | +12股+0.20% | 加仓 |
| SSpaceXSPCX |
| 0.6% | — | $205.7万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 优步UBER |
| 0.49% | 0.69% | $169.3万 | 2.3万股 | $175.1万 | 2.4万股 | -883股-3.63% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.41% | 0.41% | $141.0万 | 5,590股 | $105.4万 | 5,810股 | -220股-3.79% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.36% | 0.34% | $125.5万 | 6,600股 | $86.1万 | 5,100股 | +1,500股+29.41% | 加仓 |
| DDIREXION DAILY SMALL CAP BULL 3XTNA |
| 0.29% | 0.43% | $99.4万 | 1.3万股 | $108.8万 | 2.5万股 | -1.1万股-46.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.26% | 0.34% | $88.9万 | 1,191股 | $86.6万 | 1,331股 | -140股-10.52% | 减仓 |
 摩根大通JPM |
| 0.24% | 0.31% | $82.7万 | 2,528股 | $78.3万 | 2,662股 | -134股-5.03% | 减仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 0.19% | — | $65.8万 | 3,515股 | $0 | 0股 | +3,515股 | 新买入 |
 联合太平洋铁路UNP |
| 0.18% | 0.23% | $61.2万 | 2,250股 | $57.6万 | 2,375股 | -125股-5.26% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.18% | 0.21% | $60.8万 | 7,420股 | $52.6万 | 7,420股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.15% | 0.18% | $50.1万 | 495股 | $46.1万 | 545股 | -50股-9.17% | 减仓 |
 达美航空DAL |
| 0.13% | 0.12% | $44.5万 | 4,750股 | $31.6万 | 4,750股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.12% | 0.12% | $42.6万 | 620股 | $30.2万 | 506股 | +114股+22.53% | 加仓 |
| JJOBY AVIATIONJOBY |
| 0.11% | 0.09% | $36.4万 | 4.1万股 | $24.1万 | 2.9万股 | +1.2万股+39.97% | 加仓 |
 强生JNJ |
| 0.1% | 0.13% | $35.5万 | 1,397股 | $33.1万 | 1,354股 | +43股+3.18% | 加仓 |
 礼来LLY |
| 0.09% | 0.09% | $31.2万 | 259股 | $23.9万 | 260股 | -1股-0.38% | 减仓 |
 黑石集团BX |
| 0.09% | 0.16% | $30.3万 | 2,575股 | $41.1万 | 3,575股 | -1,000股-27.97% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.09% | 0.12% | $29.7万 | 1.6万股 | $29.9万 | 1.6万股 | +46股+0.30% | 加仓 |
 迪士尼DIS |
| 0.08% | 0.15% | $29.1万 | 3,025股 | $37.6万 | 3,905股 | -880股-22.54% | 减仓 |
 联邦快递FDX |
| 0.07% | 0.11% | $24.3万 | 775股 | $27.6万 | 775股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.06% | 0.09% | $20.6万 | 220股 | $21.9万 | 220股 | 00.00% | 持仓不变 |
 ExpediaEXPE |
| 0.06% | — | $20.5万 | 800股 | $0 | 0股 | +800股 | 新买入 |
