| SSPDR标普500 ETFSPY |
| 5.84% | 5.61% | $2,028.5万 | 2.7万股 | $1,544.5万 | 2.4万股 | +3,415股+14.38% | 加仓 |
| IiShares安硕信托IVV |
| 5.58% | 6.22% | $1,939.3万 | 2.6万股 | $1,711.5万 | 2.6万股 | -307股-1.17% | 减仓 |
| IiShares安硕·COREIJH |
| 5.46% | 5.5% | $1,897.7万 | 24.6万股 | $1,512.8万 | 22.4万股 | +2.2万股+9.86% | 加仓 |
 苹果AAPL |
| 4.93% | 5.43% | $1,714.2万 | 5.9万股 | $1,494.9万 | 5.9万股 | +336股+0.57% | 加仓 |
 英伟达NVDA |
| 4.15% | 4.1% | $1,443.3万 | 7.2万股 | $1,128.0万 | 6.5万股 | +7,455股+11.53% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.79% | 4.22% | $1,315.8万 | 18.5万股 | $1,160.5万 | 18.1万股 | +3,575股+1.97% | 加仓 |
 谷歌AGOOGL |
| 3.24% | 3.22% | $1,124.5万 | 3.1万股 | $886.5万 | 3.1万股 | +638股+2.07% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.94% | 3.25% | $1,022.6万 | 4.7万股 | $894.3万 | 4.7万股 | -20股-0.04% | 减仓 |
 微软MSFT |
| 2.4% | 2.77% | $832.4万 | 2.2万股 | $761.8万 | 2.1万股 | +1,734股+8.43% | 加仓 |
| IiShares安硕信托EEM |
| 2.11% | 2.1% | $732.9万 | 10.7万股 | $578.9万 | 10.2万股 | +5,191股+5.09% | 加仓 |
 礼来LLY |
| 2.1% | 1.93% | $730.1万 | 6,087股 | $529.6万 | 5,758股 | +329股+5.71% | 加仓 |
 亚马逊AMZN |
| 2.07% | 1.87% | $718.5万 | 3.0万股 | $515.6万 | 2.5万股 | +5,391股+21.78% | 加仓 |
 博通AVGO |
| 2.06% | 2.11% | $715.9万 | 1.9万股 | $580.8万 | 1.9万股 | +188股+1.00% | 加仓 |
| I景顺交易所交易基金信托EQWL |
| 1.78% | 2.13% | $619.2万 | 4.8万股 | $586.7万 | 5.1万股 | -2,923股-5.74% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.77% | 1.96% | $615.3万 | 8,748股 | $540.5万 | 8,763股 | -15股-0.17% | 减仓 |
| IiShares安硕信托ILF |
| 1.58% | 1.93% | $550.0万 | 16.3万股 | $530.9万 | 14.9万股 | +1.4万股+9.04% | 加仓 |
 VisaV |
| 1.57% | 1.71% | $546.6万 | 1.6万股 | $469.7万 | 1.6万股 | +392股+2.52% | 加仓 |
 应用材料AMAT |
| 1.43% | 0.84% | $496.3万 | 6,864股 | $231.1万 | 6,760股 | +104股+1.54% | 加仓 |
 摩根大通JPM |
| 1.37% | 1.51% | $476.5万 | 1.5万股 | $416.2万 | 1.4万股 | +407股+2.88% | 加仓 |
| IiShares安硕信托MTUM |
| 1.27% | 0.8% | $441.9万 | 1.3万股 | $221.2万 | 9,219股 | +3,670股+39.81% | 加仓 |
 卡特彼勒CAT |
| 1.25% | 0.89% | $434.7万 | 4,082股 | $245.6万 | 3,466股 | +616股+17.77% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.22% | — | $423.7万 | 9,820股 | $0 | 0股 | +9,820股 | 新买入 |
 西部数据WDC |
| 1.19% | 1.1% | $414.3万 | 6,487股 | $301.4万 | 1.1万股 | -4,655股-41.78% | 减仓 |
 科磊KLAC |
| 1.16% | 0.69% | $403.1万 | 1.3万股 | $189.5万 | 1,287股 | +1.2万股+938.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.14% | 1% | $396.8万 | 1.1万股 | $276.0万 | 9,620股 | +1,610股+16.74% | 加仓 |
 好市多COST |
| 1.13% | 1.38% | $393.3万 | 4,204股 | $378.5万 | 3,799股 | +405股+10.66% | 加仓 |
 QUANTA SVCSPWR |
| 1.04% | 1.3% | $361.4万 | 5,019股 | $356.7万 | 6,497股 | -1,478股-22.75% | 减仓 |
 AMD超威AMD |
| 0.98% | — | $340.6万 | 5,863股 | $0 | 0股 | +5,863股 | 新买入 |
 沃尔玛WMT |
| 0.97% | 1.25% | $337.0万 | 3.0万股 | $343.6万 | 2.8万股 | +2,113股+7.64% | 加仓 |
 CrowdStrikeCRWD |
| 0.95% | 0.6% | $331.1万 | 4,339股 | $163.8万 | 4,196股 | +143股+3.41% | 加仓 |
 TJXTJX |
| 0.89% | 1.8% | $308.0万 | 2.0万股 | $493.9万 | 3.1万股 | -1.1万股-34.26% | 减仓 |
 迈威尔MRVL |
| 0.87% | — | $303.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| IiShares安硕信托GVI |
| 0.85% | 1.04% | $295.6万 | 2.8万股 | $286.7万 | 2.7万股 | +847股+3.15% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.85% | 0.65% | $295.0万 | 1.2万股 | $178.1万 | 1.2万股 | -213股-1.80% | 减仓 |
 高盛GS |
| 0.83% | 0.8% | $287.4万 | 2,842股 | $218.8万 | 2,586股 | +256股+9.90% | 加仓 |
 福泰制药VRTX |
| 0.82% | 0.9% | $285.4万 | 5,745股 | $248.9万 | 5,574股 | +171股+3.07% | 加仓 |
 Meta平台META |
| 0.79% | 0.98% | $275.8万 | 4,896股 | $270.3万 | 4,725股 | +171股+3.62% | 加仓 |
 强生JNJ |
| 0.7% | 0.19% | $241.7万 | 9,517股 | $52.1万 | 2,133股 | +7,384股+346.18% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.63% | 0.54% | $218.2万 | 5,814股 | $148.0万 | 5,328股 | +486股+9.12% | 加仓 |
 联合太平洋铁路UNP |
| 0.62% | 0.09% | $216.8万 | 7,969股 | $24.6万 | 1,013股 | +6,956股+686.67% | 加仓 |
 万豪MAR |
| 0.62% | — | $213.9万 | 5,771股 | $0 | 0股 | +5,771股 | 新买入 |
 ILLUMINAILMN |
| 0.61% | — | $211.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 特斯拉TSLA |
| 0.59% | 0.58% | $206.7万 | 4,914股 | $160.5万 | 4,317股 | +597股+13.83% | 加仓 |
 爱德华生命科学EW |
| 0.59% | 0.08% | $205.9万 | 2.3万股 | $22.2万 | 2,775股 | +2.0万股+720.07% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.59% | 0.57% | $204.1万 | 8,166股 | $158.1万 | 8,005股 | +161股+2.01% | 加仓 |
| V先锋领航指数基金VOO |
| 0.59% | 0.47% | $203.8万 | 2,767股 | $129.0万 | 2,235股 | +532股+23.80% | 加仓 |
 思科CSCO |
| 0.56% | 0.46% | $195.6万 | 1.7万股 | $125.9万 | 1.6万股 | +434股+2.68% | 加仓 |
| GGlobal X基金PAVE |
| 0.56% | 0.11% | $193.4万 | 3.3万股 | $30.4万 | 5,992股 | +2.7万股+447.70% | 加仓 |
 CienaCIEN |
| 0.55% | — | $189.4万 | 3,861股 | $0 | 0股 | +3,861股 | 新买入 |
 芝加哥期权交易所CBOE |
| 0.54% | — | $186.7万 | 7,693股 | $0 | 0股 | +7,693股 | 新买入 |
