 美光科技MU |
| 7.25% | 3.41% | $1,051.0万 | 9,105股 | $360.1万 | 1.1万股 | -1,554股-14.58% | 减仓 |
 台积电TSM |
| 6.96% | — | $1,008.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 谷歌AGOOGL |
| 6.54% | 5.64% | $948.6万 | 2.7万股 | $594.6万 | 2.1万股 | +5,867股+28.38% | 加仓 |
 英伟达NVDA |
| 6.12% | 6.21% | $887.8万 | 4.4万股 | $654.9万 | 3.8万股 | +6,815股+18.15% | 加仓 |
 应用材料AMAT |
| 6% | 2.99% | $870.5万 | 1.2万股 | $315.2万 | 9,222股 | +2,818股+30.56% | 加仓 |
 泛林集团LRCX |
| 5.67% | 2.96% | $821.8万 | 1.9万股 | $312.4万 | 1.5万股 | +4,341股+29.69% | 加仓 |
 Meta平台META |
| 5.43% | 5.94% | $787.3万 | 1.4万股 | $626.4万 | 1.1万股 | +3,028股+27.66% | 加仓 |
 博通AVGO |
| 5.15% | 5.64% | $747.5万 | 2.0万股 | $594.4万 | 1.9万股 | +585股+3.05% | 加仓 |
 AMD超威AMD |
| 4.76% | 1.78% | $689.8万 | 1.2万股 | $187.4万 | 9,214股 | +2,661股+28.88% | 加仓 |
 亚马逊AMZN |
| 2.57% | 5.74% | $372.2万 | 1.6万股 | $605.3万 | 2.9万股 | -1.3万股-46.26% | 减仓 |
 GE VernovaGEV |
| 2.31% | 1.67% | $335.3万 | 2,854股 | $175.8万 | 2,014股 | +840股+41.71% | 加仓 |
 微软MSFT |
| 2.31% | 5.46% | $334.3万 | 8,969股 | $575.8万 | 1.6万股 | -6,585股-42.34% | 减仓 |
 PALO ALTOPANW |
| 1.94% | 0.89% | $280.8万 | 8,234股 | $93.9万 | 5,858股 | +2,376股+40.56% | 加仓 |
 CrowdStrikeCRWD |
| 1.93% | 1.03% | $279.4万 | 3,661股 | $108.5万 | 2,779股 | +882股+31.74% | 加仓 |
 卡特彼勒CAT |
| 1.79% | 0.66% | $259.8万 | 2,440股 | $69.3万 | 978股 | +1,462股+149.49% | 加仓 |
 直觉外科ISRG |
| 1.47% | 1.8% | $213.6万 | 5,370股 | $189.6万 | 4,113股 | +1,257股+30.56% | 加仓 |
| IiShares安硕URTH |
| 1.45% | 1.78% | $210.7万 | 1.0万股 | $187.2万 | 1.0万股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 1.14% | 1.02% | $164.6万 | 3,352股 | $107.6万 | 2,581股 | +771股+29.87% | 加仓 |
 VertivVRT |
| 1.08% | 0.82% | $156.5万 | 4,673股 | $86.2万 | 3,439股 | +1,234股+35.88% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.02% | 1.22% | $147.3万 | 1,972股 | $128.2万 | 1,972股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 1.01% | 1.18% | $147.2万 | 1.8万股 | $123.9万 | 1.8万股 | 00.00% | 持仓不变 |
 江森自控JCI |
| 0.93% | 0.85% | $135.2万 | 9,252股 | $89.5万 | 6,832股 | +2,420股+35.42% | 加仓 |
 QUANTA SVCSPWR |
| 0.91% | 0.42% | $132.3万 | 1,837股 | $44.5万 | 811股 | +1,026股+126.51% | 加仓 |
 CloudflareNET |
| 0.91% | 0.79% | $131.5万 | 5,362股 | $83.6万 | 4,050股 | +1,312股+32.40% | 加仓 |
| V先锋领航指数基金VTV |
| 0.89% | 1.1% | $128.7万 | 5,905股 | $115.9万 | 5,905股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.84% | 0.86% | $121.7万 | 6,390股 | $91.2万 | 4,810股 | +1,580股+32.85% | 加仓 |
 飞塔FTNT |
| 0.79% | 0.47% | $115.0万 | 7,485股 | $49.1万 | 6,009股 | +1,476股+24.56% | 加仓 |
 艾默生电气EMR |
| 0.78% | 0.74% | $112.9万 | 7,890股 | $78.5万 | 5,993股 | +1,897股+31.65% | 加仓 |
| IiShares安硕·GLOBAL ENERGY ETFIXC |
| 0.75% | 1.2% | $108.3万 | 2.2万股 | $127.0万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IHAK |
| 0.72% | 0.71% | $103.9万 | 1.7万股 | $74.7万 | 1.7万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLP |
| 0.69% | 0.94% | $100.8万 | 1.2万股 | $99.4万 | 1.2万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 0.67% | 0.86% | $97.1万 | 4,734股 | $90.9万 | 3,738股 | +996股+26.65% | 加仓 |
| IiShares安硕信托IEUR |
| 0.67% | 0.86% | $96.9万 | 1.3万股 | $90.6万 | 1.3万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.65% | 0.81% | $94.9万 | 1,893股 | $84.9万 | 1,728股 | +165股+9.55% | 加仓 |
 强生JNJ |
| 0.63% | 0.66% | $91.1万 | 3,588股 | $70.1万 | 2,866股 | +722股+25.19% | 加仓 |
| FFLEXFLEX |
| 0.62% | 0.27% | $90.0万 | 5,556股 | $28.2万 | 4,305股 | +1,251股+29.06% | 加仓 |
 穆迪MCO |
| 0.54% | 0.59% | $77.8万 | 1,717股 | $62.7万 | 1,438股 | +279股+19.40% | 加仓 |
 标普全球SPGI |
| 0.52% | 0.57% | $74.7万 | 1,835股 | $60.6万 | 1,424股 | +411股+28.86% | 加仓 |
 苹果AAPL |
| 0.48% | 0.58% | $69.5万 | 2,401股 | $60.9万 | 2,401股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.48% | 0.55% | $69.0万 | 2,191股 | $58.3万 | 1,773股 | +418股+23.58% | 加仓 |
 天弘CLS |
| 0.44% | — | $63.8万 | 1,750股 | $0 | 0股 | +1,750股 | 新买入 |
 捷普JBL |
| 0.42% | 0.31% | $61.6万 | 1,599股 | $32.8万 | 1,233股 | +366股+29.68% | 加仓 |
 罗克韦尔自动化ROK |
| 0.42% | 0.32% | $61.4万 | 1,241股 | $33.9万 | 945股 | +296股+31.32% | 加仓 |
 欧特克ADSK |
| 0.42% | 0.55% | $61.1万 | 3,144股 | $57.7万 | 2,410股 | +734股+30.46% | 加仓 |
 NateraNTRA |
| 0.41% | — | $58.9万 | 2,171股 | $0 | 0股 | +2,171股 | 新买入 |
 COINBASE GLOBALCOIN |
| 0.4% | 0.52% | $58.4万 | 3,995股 | $54.5万 | 3,124股 | +871股+27.88% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.39% | 0.08% | $56.9万 | 4,283股 | $8.9万 | 777股 | +3,506股+451.22% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.38% | 0.51% | $55.7万 | 3,660股 | $53.4万 | 3,660股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 0.38% | 0.51% | $55.5万 | 5,749股 | $53.3万 | 5,749股 | 00.00% | 持仓不变 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.36% | — | $51.7万 | 2,340股 | $0 | 0股 | +2,340股 | 新买入 |
