 谷歌AGOOGL |
| 5.75% | 6.28% | $2,938.1万 | 8.2万股 | $2,456.6万 | 8.5万股 | -3,215股-3.76% | 减仓 |
 特斯拉TSLA |
| 5.48% | 6.39% | $2,798.1万 | 6.7万股 | $2,500.5万 | 6.7万股 | -738股-1.10% | 减仓 |
 苹果AAPL |
| 5.31% | 6.19% | $2,711.8万 | 9.4万股 | $2,421.9万 | 9.5万股 | -1,713股-1.80% | 减仓 |
 英伟达NVDA |
| 4.88% | 6% | $2,493.6万 | 12.5万股 | $2,349.9万 | 13.5万股 | -1.0万股-7.51% | 减仓 |
 Bloom EnergyBE |
| 4.81% | 2.78% | $2,454.3万 | 8.1万股 | $1,089.6万 | 8.0万股 | +661股+0.82% | 加仓 |
 Meta平台META |
| 4.02% | 5.36% | $2,052.9万 | 3.6万股 | $2,098.0万 | 3.7万股 | -225股-0.61% | 减仓 |
 Arista网络ANET |
| 3.65% | 3.43% | $1,863.3万 | 11.0万股 | $1,343.3万 | 10.9万股 | +276股+0.25% | 加仓 |
 亚马逊AMZN |
| 3.15% | 3.62% | $1,607.7万 | 6.7万股 | $1,415.2万 | 6.8万股 | -499股-0.73% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.87% | 3.61% | $1,464.9万 | 2.9万股 | $1,412.2万 | 2.9万股 | -193股-0.65% | 减仓 |
 VanEck ETF信托SMH |
| 2.84% | 0.87% | $1,448.8万 | 2.2万股 | $342.4万 | 1.6万股 | +6,273股+39.67% | 加仓 |
 VisaV |
| 2.56% | 2.87% | $1,306.9万 | 3.8万股 | $1,122.6万 | 3.7万股 | +951股+2.56% | 加仓 |
 EMCOREME |
| 2.17% | 2.45% | $1,109.1万 | 1.3万股 | $957.1万 | 1.3万股 | +400股+3.09% | 加仓 |
 美光科技MU |
| 2.04% | 0.61% | $1,041.5万 | 9,023股 | $239.5万 | 7,089股 | +1,934股+27.28% | 加仓 |
 VertivVRT |
| 1.8% | 1.74% | $921.6万 | 2.8万股 | $680.4万 | 2.7万股 | +373股+1.37% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 1.75% | 1.42% | $893.2万 | 1.4万股 | $557.0万 | 1.4万股 | +349股+2.47% | 加仓 |
 微软MSFT |
| 1.74% | 2.21% | $889.6万 | 2.4万股 | $866.0万 | 2.3万股 | +456股+1.95% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.63% | 0.82% | $833.7万 | 2.3万股 | $321.4万 | 2.1万股 | +1,894股+9.07% | 加仓 |
 ROYAL CARIBBEANRCL |
| 1.53% | 1.9% | $778.8万 | 2.5万股 | $742.3万 | 2.7万股 | -2,447股-9.07% | 减仓 |
 AMD超威AMD |
| 1.37% | — | $701.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| SSPDR行业精选信托XLK |
| 1.36% | 1.1% | $696.0万 | 5.2万股 | $428.6万 | 4.3万股 | +9,124股+21.06% | 加仓 |
 NETFLIXNFLX |
| 1.21% | 2.04% | $617.5万 | 8.6万股 | $800.2万 | 8.3万股 | +3,262股+3.92% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.19% | — | $608.8万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 台积电TSM |
| 1.16% | 1% | $593.5万 | 1.2万股 | $391.0万 | 1.2万股 | +859股+7.43% | 加仓 |
| SSPDR道富系列信托SJNK |
| 1.14% | — | $584.1万 | 23.3万股 | $0 | 0股 | +23.3万股 | 新买入 |
| IiShares安硕信托IWY |
| 1.14% | 1.26% | $581.7万 | 3.2万股 | $494.2万 | 3.1万股 | +1,955股+6.41% | 加仓 |
 希捷STX |
| 1.12% | — | $571.8万 | 5,925股 | $0 | 0股 | +5,925股 | 新买入 |
 好市多COST |
| 1.1% | 1.49% | $559.9万 | 5,985股 | $583.0万 | 5,851股 | +134股+2.29% | 加仓 |
 埃克森美孚XOM |
| 1.07% | 1.63% | $548.7万 | 4.0万股 | $639.0万 | 3.8万股 | +2,467股+6.55% | 加仓 |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 1.06% | 0.06% | $540.9万 | 30.3万股 | $24.7万 | 1.4万股 | +28.9万股+2,052.78% | 加仓 |
| V先锋领航指数基金VUG |
| 0.98% | 1.04% | $502.0万 | 7.1万股 | $408.2万 | 2.0万股 | +5.1万股+256.13% | 加仓 |
| IiShares安硕信托IVV |
| 0.94% | 1.02% | $479.4万 | 6,401股 | $399.5万 | 6,116股 | +285股+4.66% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.86% | 0.7% | $440.6万 | 2,223股 | $272.8万 | 1,978股 | +245股+12.39% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.84% | 0.94% | $428.4万 | 4.2万股 | $368.4万 | 4.1万股 | +1,111股+2.73% | 加仓 |
 TransDigmTDG |
| 0.83% | 0.9% | $424.4万 | 3,186股 | $351.7万 | 3,035股 | +151股+4.98% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.83% | 0.8% | $422.6万 | 1.6万股 | $314.4万 | 1.4万股 | +2,079股+15.24% | 加仓 |
| SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB |
| 0.82% | 0.95% | $418.2万 | 14.6万股 | $371.7万 | 14.4万股 | +1,569股+1.09% | 加仓 |
 天弘CLS |
| 0.81% | 0.73% | $412.3万 | 1.1万股 | $284.8万 | 1.0万股 | +1,192股+11.79% | 加仓 |
| SSANDISK COMSNDK |
| 0.76% | — | $388.8万 | 1,710股 | $0 | 0股 | +1,710股 | 新买入 |
| CCOCA COLA CONSCOKE |
| 0.76% | 0.73% | $385.6万 | 2.0万股 | $286.0万 | 1.5万股 | +5,280股+35.40% | 加仓 |
 Targa资源TRGP |
| 0.74% | 1.01% | $379.3万 | 1.4万股 | $394.2万 | 1.6万股 | -1,578股-10.04% | 减仓 |
| V先锋领航指数基金VOO |
| 0.73% | 0.8% | $374.4万 | 5,452股 | $311.5万 | 5,212股 | +240股+4.60% | 加仓 |
| SSpaceXSPCX |
| 0.61% | — | $312.9万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| G高盛ETF信托GBIL |
| 0.53% | 0.73% | $272.9万 | 2.7万股 | $287.0万 | 2.9万股 | -1,398股-4.88% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.48% | 0.54% | $244.1万 | 8.7万股 | $212.3万 | 8.4万股 | +3,157股+3.77% | 加仓 |
 CrowdStrikeCRWD |
| 0.47% | 0.31% | $239.5万 | 3,139股 | $122.5万 | 3,138股 | +1股+0.03% | 加仓 |
| S道富SPYM |
| 0.46% | — | $236.2万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.45% | 0.48% | $229.9万 | 3,121股 | $187.1万 | 3,242股 | -121股-3.73% | 减仓 |
 礼来LLY |
| 0.44% | 0.44% | $225.9万 | 1,883股 | $173.1万 | 1,882股 | +1股+0.05% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.44% | 0.59% | $222.8万 | 2.2万股 | $230.6万 | 2.0万股 | +2,260股+11.48% | 加仓 |
| EElbit Systems LtdESLT |
| 0.43% | 0.46% | $218.2万 | 2,876股 | $181.5万 | 2,138股 | +738股+34.52% | 加仓 |
