| F第一信托交易所交易基金SCIO |
| 6.46% | 6.89% | $5,931.9万 | 287.0万股 | $4,930.2万 | 238.9万股 | +48.1万股+20.14% | 加仓 |
| S道富SPIB |
| 6.37% | 6.73% | $5,843.9万 | 174.7万股 | $4,812.2万 | 143.5万股 | +31.2万股+21.73% | 加仓 |
 苹果AAPL |
| 4.43% | 5.1% | $4,071.2万 | 14.1万股 | $3,649.7万 | 14.4万股 | -3,110股-2.16% | 减仓 |
 英伟达NVDA |
| 4.02% | 3.58% | $3,690.4万 | 18.4万股 | $2,564.5万 | 14.7万股 | +3.7万股+25.43% | 加仓 |
 微软MSFT |
| 3.73% | 3.33% | $3,426.9万 | 9.2万股 | $2,379.1万 | 6.4万股 | +2.8万股+42.94% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.69% | 3.73% | $3,385.9万 | 9.6万股 | $2,669.4万 | 9.3万股 | +2,772股+2.98% | 加仓 |
 亚马逊AMZN |
| 3.62% | 3.97% | $3,327.4万 | 14.0万股 | $2,842.1万 | 13.6万股 | +3,143股+2.30% | 加仓 |
 博通AVGO |
| 3.42% | 3.19% | $3,142.2万 | 8.3万股 | $2,283.1万 | 7.4万股 | +9,418股+12.77% | 加仓 |
 礼来LLY |
| 3.35% | 3.08% | $3,072.9万 | 2.6万股 | $2,203.5万 | 2.4万股 | +1,663股+6.94% | 加仓 |
| CCOMFORT SYS USAFIX |
| 3.15% | 2.76% | $2,891.9万 | 1.5万股 | $1,974.9万 | 1.4万股 | +269股+1.88% | 加仓 |
 泛林集团LRCX |
| 2.92% | 1.43% | $2,680.4万 | 6.2万股 | $1,024.0万 | 4.8万股 | +1.4万股+29.07% | 加仓 |
 Arista网络ANET |
| 2.59% | 2.16% | $2,373.8万 | 14.0万股 | $1,545.2万 | 12.6万股 | +1.4万股+11.03% | 加仓 |
 好市多COST |
| 2.54% | 3.32% | $2,333.0万 | 2.5万股 | $2,373.1万 | 2.4万股 | +1,123股+4.72% | 加仓 |
 沃尔玛WMT |
| 2.54% | 3.35% | $2,332.2万 | 20.6万股 | $2,393.5万 | 19.3万股 | +1.3万股+6.92% | 加仓 |
 Meta平台META |
| 2.5% | 3.06% | $2,292.5万 | 4.1万股 | $2,188.7万 | 3.8万股 | +2,443股+6.39% | 加仓 |
 PROGRESSIVEPGR |
| 2.18% | 2.35% | $2,002.5万 | 9.2万股 | $1,680.7万 | 8.5万股 | +6,890股+8.13% | 加仓 |
 阿斯麦ASML |
| 2.14% | 1.06% | $1,963.8万 | 9,871股 | $756.6万 | 5,728股 | +4,143股+72.33% | 加仓 |
 AMD超威AMD |
| 2.07% | 0.92% | $1,900.0万 | 3.3万股 | $660.2万 | 3.2万股 | +253股+0.78% | 加仓 |
 万事达MA |
| 2.06% | 2.38% | $1,888.9万 | 3.7万股 | $1,704.6万 | 3.4万股 | +2,662股+7.80% | 加仓 |
 GE航空GE |
| 1.99% | 1.84% | $1,825.0万 | 4.9万股 | $1,315.8万 | 4.6万股 | +2,464股+5.31% | 加仓 |
| SSpaceXSPCX |
| 1.95% | — | $1,789.9万 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
 台积电TSM |
| 1.8% | 1.56% | $1,656.8万 | 3.5万股 | $1,119.3万 | 3.3万股 | +1,571股+4.74% | 加仓 |
 摩根士丹利MS |
| 1.65% | 1.63% | $1,517.0万 | 7.3万股 | $1,162.5万 | 7.1万股 | +1,929股+2.73% | 加仓 |
 芝加哥期权交易所CBOE |
| 1.63% | 2.26% | $1,497.1万 | 6.2万股 | $1,619.5万 | 5.8万股 | +4,075股+7.07% | 加仓 |
 HEICOHEI |
| 1.55% | 1.45% | $1,419.3万 | 4.0万股 | $1,039.0万 | 3.8万股 | +1,954股+5.16% | 加仓 |
 特斯拉TSLA |
| 1.54% | 1.66% | $1,409.4万 | 3.4万股 | $1,186.0万 | 3.2万股 | +1,606股+5.03% | 加仓 |
 摩根大通JPM |
| 1.53% | 1.7% | $1,404.1万 | 4.3万股 | $1,213.5万 | 4.1万股 | +1,644股+3.99% | 加仓 |
 CINTAS COMCTAS |
| 1.5% | 1.76% | $1,375.9万 | 8.1万股 | $1,258.1万 | 7.4万股 | +6,515股+8.76% | 加仓 |
 林德LIN |
| 1.43% | 1.67% | $1,314.7万 | 2.5万股 | $1,193.5万 | 2.4万股 | +1,261股+5.24% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.28% | 0.79% | $1,173.1万 | 1.4万股 | $564.2万 | 1.4万股 | +123股+0.89% | 加仓 |
 TJXTJX |
| 1.27% | 1.62% | $1,163.2万 | 7.7万股 | $1,156.8万 | 7.2万股 | +4,344股+6.00% | 加仓 |
 雷神技术RTX |
| 1.21% | 1.49% | $1,109.8万 | 5.8万股 | $1,064.5万 | 5.5万股 | +3,310股+6.00% | 加仓 |
 NETFLIXNFLX |
| 1.14% | 1.86% | $1,048.8万 | 14.7万股 | $1,331.7万 | 13.8万股 | +8,400股+6.07% | 加仓 |
 纽蒙特NEM |
| 1.13% | 1.57% | $1,033.5万 | 11.1万股 | $1,124.2万 | 10.4万股 | +6,796股+6.54% | 加仓 |
 VeevaVEEV |
| 1.11% | 0.95% | $1,018.0万 | 5.7万股 | $676.7万 | 3.9万股 | +1.9万股+48.91% | 加仓 |
 福泰制药VRTX |
| 1.01% | 1.09% | $927.2万 | 1.9万股 | $776.5万 | 1.7万股 | +1,277股+7.34% | 加仓 |
 特灵科技TT |
| 0.95% | 1% | $871.4万 | 1.8万股 | $713.2万 | 1.7万股 | +628股+3.67% | 加仓 |
 PALO ALTOPANW |
| 0.87% | 0.52% | $795.4万 | 2.3万股 | $368.7万 | 2.3万股 | +329股+1.43% | 加仓 |
 直觉外科ISRG |
| 0.85% | 1.18% | $782.2万 | 2.0万股 | $847.3万 | 1.8万股 | +1,289股+7.01% | 加仓 |
 财捷INTU |
| 0.84% | 0.97% | $774.2万 | 3.0万股 | $693.6万 | 1.6万股 | +1.4万股+84.93% | 加仓 |
 伊顿ETN |
| 0.76% | 0.79% | $699.6万 | 1.6万股 | $568.5万 | 1.6万股 | +523股+3.29% | 加仓 |
 美光科技MU |
| 0.76% | 0.04% | $693.2万 | 6,005股 | $30.7万 | 907股 | +5,098股+562.07% | 加仓 |
 BWX科技BWXT |
| 0.7% | 0.91% | $645.6万 | 3.3万股 | $654.0万 | 3.2万股 | +1,188股+3.71% | 加仓 |
 美国电力AEP |
| 0.69% | 0.8% | $629.1万 | 4.6万股 | $571.6万 | 4.4万股 | +2,378股+5.45% | 加仓 |
 宣伟SHW |
| 0.68% | 0.77% | $628.5万 | 1.8万股 | $554.0万 | 1.7万股 | +972股+5.62% | 加仓 |
 帕兰提尔PLTR |
| 0.67% | 1.02% | $615.5万 | 5.3万股 | $730.7万 | 5.0万股 | +2,805股+5.62% | 加仓 |
 杜克能源DUK |
| 0.67% | 0.84% | $611.8万 | 4.8万股 | $599.8万 | 4.6万股 | +2,526股+5.51% | 加仓 |
 WASTE MGMT DELWM |
| 0.63% | 0.78% | $574.2万 | 2.6万股 | $561.3万 | 2.4万股 | +1,332股+5.45% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.62% | 0.99% | $572.0万 | 1.1万股 | $711.1万 | 1.0万股 | +807股+7.74% | 加仓 |
 甲骨文ORCL |
| 0.38% | 0.47% | $344.6万 | 2.4万股 | $337.1万 | 2.3万股 | +599股+2.61% | 加仓 |
