 英伟达NVDA |
| 6.04% | 6.89% | $4,883.3万 | 24.4万股 | $4,192.0万 | 24.0万股 | +3,689股+1.53% | 加仓 |
 VanEck ETF信托SMH |
| 3.77% | 3.02% | $3,048.4万 | 4.6万股 | $1,834.6万 | 4.8万股 | -1,373股-2.87% | 减仓 |
 亚马逊AMZN |
| 3.3% | 3.61% | $2,666.8万 | 11.2万股 | $2,197.2万 | 10.6万股 | +6,390股+6.06% | 加仓 |
 苹果AAPL |
| 3.3% | 3.73% | $2,666.1万 | 9.2万股 | $2,270.8万 | 8.9万股 | +2,661股+2.97% | 加仓 |
 CrowdStrikeCRWD |
| 3.29% | 2.2% | $2,661.8万 | 3.5万股 | $1,338.2万 | 3.4万股 | +604股+1.76% | 加仓 |
| I景顺QQQ信托VOO |
| 2.57% | 2.63% | $2,073.3万 | 2.8万股 | $1,597.9万 | 2.8万股 | +470股+1.70% | 加仓 |
 迈威尔MRVL |
| 2.4% | 0.99% | $1,936.1万 | 6.5万股 | $599.6万 | 6.1万股 | +4,462股+7.37% | 加仓 |
 博通AVGO |
| 2.28% | 2.29% | $1,846.0万 | 4.9万股 | $1,390.2万 | 4.5万股 | +3,952股+8.80% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.27% | 2.39% | $1,837.5万 | 5.2万股 | $1,454.4万 | 5.1万股 | +1,305股+2.57% | 加仓 |
 微软MSFT |
| 2.04% | 2.55% | $1,644.9万 | 4.4万股 | $1,550.0万 | 4.2万股 | +2,222股+5.31% | 加仓 |
 Meta平台META |
| 2.01% | 2.34% | $1,626.6万 | 2.9万股 | $1,425.2万 | 2.5万股 | +3,966股+15.92% | 加仓 |
 美光科技MU |
| 1.94% | 0.53% | $1,565.1万 | 1.4万股 | $323.4万 | 9,572股 | +3,987股+41.65% | 加仓 |
| IiShares安硕信托IXN |
| 1.85% | 1.67% | $1,497.2万 | 10.4万股 | $1,018.3万 | 10.2万股 | +1,768股+1.74% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.83% | 1.7% | $1,477.1万 | 7.8万股 | $1,031.5万 | 7.8万股 | -82股-0.11% | 减仓 |
| IiShares安硕信托IVV |
| 1.74% | 1.94% | $1,410.2万 | 1.9万股 | $1,181.4万 | 1.8万股 | +744股+4.11% | 加仓 |
| V先锋领航指数基金VUG |
| 1.47% | 1.6% | $1,190.9万 | 13.8万股 | $974.0万 | 2.2万股 | +11.6万股+519.97% | 加仓 |
 AMD超威AMD |
| 1.43% | 0.89% | $1,152.8万 | 2.0万股 | $538.8万 | 2.6万股 | -6,642股-25.08% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.38% | 1.03% | $1,112.7万 | 4.4万股 | $629.2万 | 4.2万股 | +2,002股+4.80% | 加仓 |
 特斯拉TSLA |
| 1.37% | 1.52% | $1,108.4万 | 2.6万股 | $922.5万 | 2.5万股 | +1,540股+6.21% | 加仓 |
 帕兰提尔PLTR |
| 1.27% | 2.15% | $1,026.0万 | 8.8万股 | $1,308.7万 | 8.9万股 | -1,520股-1.70% | 减仓 |
| V先锋领航指数基金VOT |
| 1.22% | 1.31% | $986.9万 | 3.2万股 | $796.8万 | 3.1万股 | +1,258股+4.06% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.16% | 0.96% | $934.9万 | 18.5万股 | $584.7万 | 11.6万股 | +6.9万股+60.04% | 加仓 |
| V先锋领航指数基金VBK |
| 1.11% | 1.29% | $897.7万 | 2.5万股 | $785.1万 | 2.6万股 | -1,427股-5.49% | 减仓 |
 甲骨文ORCL |
| 1.07% | 1.41% | $865.1万 | 5.9万股 | $856.4万 | 5.8万股 | +814股+1.40% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.9% | 1.1% | $727.6万 | 8.0万股 | $669.8万 | 8.4万股 | -3,366股-4.02% | 减仓 |
| IiShares安硕信托IOO |
| 0.89% | 1.08% | $722.9万 | 5.3万股 | $657.6万 | 5.4万股 | -1,436股-2.64% | 减仓 |
 GE VernovaGEV |
| 0.89% | 0.6% | $715.4万 | 6,089股 | $363.6万 | 4,166股 | +1,923股+46.16% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.88% | 1.08% | $709.8万 | 11.5万股 | $655.2万 | 11.8万股 | -2,525股-2.14% | 减仓 |
 Arm控股ARM |
| 0.84% | 0.57% | $681.3万 | 1.9万股 | $347.0万 | 2.3万股 | -3,724股-16.24% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.84% | 0.9% | $677.3万 | 6.8万股 | $545.6万 | 7.0万股 | -2,379股-3.38% | 减仓 |
 礼来LLY |
| 0.75% | 0.78% | $604.3万 | 5,038股 | $476.8万 | 5,184股 | -146股-2.82% | 减仓 |
 思科CSCO |
| 0.74% | 0.64% | $596.1万 | 5.1万股 | $391.6万 | 5.0万股 | +274股+0.54% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.81% | $575.7万 | 1.2万股 | $492.4万 | 1.0万股 | +1,231股+11.98% | 加仓 |
| GGlobal X基金QYLD |
| 0.69% | 0.86% | $559.4万 | 30.4万股 | $523.1万 | 30.5万股 | -1,488股-0.49% | 减仓 |
 NETFLIXNFLX |
| 0.69% | 0.98% | $554.5万 | 7.8万股 | $595.3万 | 6.2万股 | +1.6万股+25.43% | 加仓 |
 谷歌AGOOGL |
| 0.69% | 0.7% | $554.3万 | 1.6万股 | $424.6万 | 1.5万股 | +745股+5.05% | 加仓 |
 ServiceNowNOW |
| 0.69% | 0.54% | $554.1万 | 5.6万股 | $326.9万 | 3.1万股 | +2.5万股+78.47% | 加仓 |
 优步UBER |
| 0.68% | 0.76% | $549.8万 | 7.6万股 | $464.5万 | 6.5万股 | +1.2万股+18.00% | 加仓 |
 GE航空GE |
| 0.68% | 0.7% | $549.4万 | 1.5万股 | $425.6万 | 1.5万股 | -298股-1.99% | 减仓 |
 CloudflareNET |
| 0.68% | 0.88% | $547.4万 | 2.2万股 | $535.7万 | 2.6万股 | -3,644股-14.04% | 减仓 |
 沃尔玛WMT |
| 0.67% | 0.98% | $544.4万 | 4.8万股 | $595.6万 | 4.8万股 | +145股+0.30% | 加仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 0.67% | — | $541.6万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
| IIBMIBM |
| 0.67% | 0.67% | $537.9万 | 1.9万股 | $409.5万 | 1.7万股 | +2,233股+13.22% | 加仓 |
| GGlobal X基金XYLD |
| 0.66% | 0.85% | $531.8万 | 13.0万股 | $517.3万 | 13.2万股 | -1,825股-1.38% | 减仓 |
 ALTRIAMO |
| 0.62% | 0.64% | $500.6万 | 7.0万股 | $388.2万 | 5.9万股 | +1.1万股+18.26% | 加仓 |
 NEBIUSNBIS |
| 0.61% | 0.47% | $495.3万 | 1.8万股 | $287.0万 | 2.8万股 | -9,726股-35.16% | 减仓 |
| NNEOS ETF TRUSTSPYI |
| 0.54% | 0.65% | $435.7万 | 8.2万股 | $393.5万 | 8.0万股 | +2,380股+2.99% | 加仓 |
| NNEOS ETF TRUSTQQQI |
| 0.48% | 0.53% | $389.3万 | 6.9万股 | $325.3万 | 6.5万股 | +3,095股+4.73% | 加仓 |
| KKURV ETF TRKQQQ |
| 0.46% | 0.44% | $373.4万 | 12.3万股 | $265.5万 | 11.0万股 | +1.3万股+11.89% | 加仓 |
 家得宝HD |
| 0.46% | 0.43% | $371.7万 | 1.1万股 | $260.5万 | 7,920股 | +2,619股+33.07% | 加仓 |
