 Bloom EnergyBE |
| 6.97% | 4.93% | $541.8万 | 1.8万股 | $296.7万 | 2.2万股 | -4,000股-18.26% | 减仓 |
 谷歌AGOOGL |
| 5.52% | 5.73% | $428.8万 | 1.2万股 | $345.1万 | 1.2万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 5.19% | 5.1% | $403.2万 | 5,600股 | $307.5万 | 5,600股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 4.99% | 5.62% | $388.2万 | 1.9万股 | $338.3万 | 1.9万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 4.39% | 2.66% | $341.0万 | 1.0万股 | $160.3万 | 1.0万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 4.07% | 2.48% | $316.3万 | 4,375股 | $149.5万 | 4,375股 | 00.00% | 持仓不变 |
 礼来LLY |
| 4.01% | 3.97% | $311.9万 | 2,600股 | $239.1万 | 2,600股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 3.58% | 4.15% | $278.2万 | 8,500股 | $250.0万 | 8,500股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 3.48% | 3.33% | $270.2万 | 2,300股 | $200.8万 | 2,300股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.37% | 3.8% | $262.2万 | 1.1万股 | $229.1万 | 1.1万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 3.26% | 2.8% | $253.7万 | 1,275股 | $168.4万 | 1,275股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 3.24% | 4.58% | $251.4万 | 2.2万股 | $275.9万 | 2.2万股 | 00.00% | 持仓不变 |
 柯蒂斯怀特CW |
| 2.93% | 3.39% | $227.3万 | 3,000股 | $204.3万 | 3,000股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.64% | 3.38% | $205.2万 | 5,500股 | $203.6万 | 5,500股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 2.53% | 2.82% | $196.8万 | 7,000股 | $169.7万 | 7,000股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 2.35% | 3.03% | $182.7万 | 1,900股 | $182.7万 | 1,900股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 2.33% | 3.66% | $181.1万 | 2.4万股 | $220.2万 | 2.4万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.2% | 2.49% | $170.7万 | 5,900股 | $149.7万 | 5,900股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 2.16% | 2.47% | $168.2万 | 4,000股 | $148.7万 | 4,000股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 2.05% | 2.39% | $159.6万 | 7,500股 | $143.9万 | 7,500股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 1.99% | 2.95% | $154.9万 | 2,050股 | $177.4万 | 2,050股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 1.76% | 2.55% | $136.6万 | 5,500股 | $153.6万 | 5,500股 | 00.00% | 持仓不变 |
 林德LIN |
| 1.67% | 2.06% | $129.7万 | 2,500股 | $123.9万 | 2,500股 | 00.00% | 持仓不变 |
 ROSS STORES COMROST |
| 1.64% | 2.16% | $127.7万 | 6,000股 | $130.0万 | 6,000股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.56% | 2.49% | $121.0万 | 8,852股 | $150.2万 | 8,852股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 1.5% | 2.43% | $116.7万 | 1.0万股 | $146.3万 | 1.0万股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 1.38% | — | $106.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| T赛默飞世尔TMO |
| 1.35% | 1.71% | $105.3万 | 2,100股 | $103.2万 | 2,100股 | 00.00% | 持仓不变 |
 天弘CLS |
| 1.31% | — | $102.1万 | 2,800股 | $0 | 0股 | +2,800股 | 新买入 |
 MP MATERIALSMP |
| 1.3% | — | $100.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 美光科技MU |
| 1.26% | — | $98.1万 | 850股 | $0 | 0股 | +850股 | 新买入 |
| N新纪元能源NEE |
| 1.24% | 1.7% | $96.5万 | 1.1万股 | $102.2万 | 1.1万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.22% | 1.27% | $95.0万 | 6,000股 | $76.6万 | 6,000股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 1.2% | — | $93.1万 | 9,000股 | $0 | 0股 | +9,000股 | 新买入 |
 迈威尔MRVL |
| 1.15% | — | $89.4万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
 切尼尔能源LNG |
| 1.08% | 1.65% | $83.7万 | 3,500股 | $99.3万 | 3,500股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 1.02% | 1.45% | $79.0万 | 1.7万股 | $87.4万 | 1.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.98% | 1.12% | $76.1万 | 4,000股 | $67.5万 | 4,000股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.96% | 1.26% | $74.9万 | 7,000股 | $75.6万 | 7,000股 | 00.00% | 持仓不变 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.91% | 1.11% | $71.0万 | 6,000股 | $66.9万 | 6,000股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 0.91% | 1.15% | $70.6万 | 6,000股 | $69.0万 | 6,000股 | 00.00% | 持仓不变 |
| GGlobal X·URANIUM ETFURA |
| 0.7% | — | $54.6万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 博通AVGO |
| 0.49% | — | $37.8万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| BBANK OF AMERBAC |
| 0.15% | 0.16% | $11.4万 | 2,000股 | $9.8万 | 2,000股 | 00.00% | 持仓不变 |
