 英伟达NVDA |
| 8.24% | 8.12% | $1,145.6万 | 5.7万股 | $1,080.3万 | 6.2万股 | -4,689股-7.57% | 减仓 |
 亚马逊AMZN |
| 6.88% | 6.39% | $956.0万 | 4.0万股 | $850.3万 | 4.1万股 | -715股-1.75% | 减仓 |
 微软MSFT |
| 5.69% | 6.81% | $791.0万 | 2.1万股 | $906.8万 | 2.4万股 | -3,291股-13.43% | 减仓 |
 苹果AAPL |
| 4.78% | 4.35% | $664.8万 | 2.3万股 | $578.6万 | 2.3万股 | +173股+0.76% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.36% | 4.42% | $605.3万 | 1.7万股 | $588.8万 | 2.1万股 | -3,393股-16.53% | 减仓 |
 ShopifySHOP |
| 4.18% | 4.7% | $580.7万 | 5.1万股 | $625.8万 | 5.3万股 | -1,896股-3.59% | 减仓 |
| V先锋领航指数基金VOO |
| 3.6% | 3.28% | $500.0万 | 7,280股 | $435.9万 | 7,296股 | -16股-0.22% | 减仓 |
| RRBB FDTMFC |
| 2.84% | 2.57% | $395.1万 | 5.2万股 | $342.2万 | 5.2万股 | +9股+0.02% | 加仓 |
 Meta平台META |
| 2.82% | 3.15% | $392.1万 | 6,960股 | $420.0万 | 7,340股 | -380股-5.18% | 减仓 |
| V先锋领航全球基金VGT |
| 2.71% | 1.81% | $376.4万 | 3.1万股 | $240.7万 | 3,450股 | +2.8万股+812.93% | 加仓 |
 Arista网络ANET |
| 2.64% | 2.02% | $367.1万 | 2.2万股 | $268.8万 | 2.2万股 | -282股-1.29% | 减仓 |
 特斯拉TSLA |
| 2.62% | 2.92% | $364.5万 | 8,666股 | $389.2万 | 1.0万股 | -1,803股-17.22% | 减仓 |
 CrowdStrikeCRWD |
| 2.05% | 1.14% | $285.4万 | 3,740股 | $151.1万 | 3,870股 | -130股-3.36% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.86% | 2.15% | $259.0万 | 1,526股 | $286.5万 | 1,657股 | -131股-7.91% | 减仓 |
 谷歌AGOOGL |
| 1.81% | 1.56% | $251.4万 | 7,036股 | $207.7万 | 7,224股 | -188股-2.60% | 减仓 |
 NETFLIXNFLX |
| 1.78% | 2.56% | $247.4万 | 3.5万股 | $340.4万 | 3.5万股 | -762股-2.15% | 减仓 |
 AMD超威AMD |
| 1.59% | 0.57% | $220.4万 | 3,794股 | $76.3万 | 3,751股 | +43股+1.15% | 加仓 |
 博通AVGO |
| 1.37% | 1.18% | $190.1万 | 5,034股 | $157.4万 | 5,084股 | -50股-0.98% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.36% | 1.45% | $189.5万 | 3.2万股 | $192.6万 | 3.6万股 | -3,883股-10.90% | 减仓 |
 万事达MA |
| 1.25% | 1.29% | $173.5万 | 3,379股 | $171.9万 | 3,441股 | -62股-1.80% | 减仓 |
 美光科技MU |
| 1.14% | 0.35% | $157.9万 | 1,368股 | $46.0万 | 1,363股 | +5股+0.37% | 加仓 |
 DatadogDDOG |
| 1.12% | 0.57% | $155.3万 | 5,963股 | $75.2万 | 6,372股 | -409股-6.42% | 减仓 |
| V先锋领航·MIDVO |
| 1% | 1.16% | $139.4万 | 1.7万股 | $154.0万 | 5,362股 | +1.2万股+222.64% | 加仓 |
 The Trade DeskTTD |
| 0.89% | 1.23% | $124.1万 | 6.9万股 | $163.4万 | 7.2万股 | -3,373股-4.68% | 减仓 |
| V先锋领航指数基金VV |
| 0.85% | 1.01% | $117.7万 | 3,421股 | $134.5万 | 4,500股 | -1,079股-23.98% | 减仓 |
 阿斯麦ASML |
| 0.84% | 0.64% | $117.0万 | 588股 | $85.2万 | 645股 | -57股-8.84% | 减仓 |
| I景顺QQQ信托VOO |
| 0.8% | 0.66% | $111.4万 | 1,513股 | $87.3万 | 1,513股 | 00.00% | 持仓不变 |
 ChipotleCMG |
| 0.78% | 0.76% | $107.9万 | 3.2万股 | $101.7万 | 3.2万股 | -35股-0.11% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.73% | 0.82% | $101.3万 | 2.8万股 | $109.3万 | 3.2万股 | -4,640股-14.33% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.7% | 0.78% | $96.9万 | 6,769股 | $104.5万 | 8,272股 | -1,503股-18.17% | 减仓 |
 迪士尼DIS |
| 0.68% | 0.71% | $93.9万 | 9,758股 | $94.1万 | 9,760股 | -2股-0.02% | 减仓 |
 好市多COST |
| 0.67% | 0.77% | $93.5万 | 1,000股 | $102.6万 | 1,030股 | -30股-2.91% | 减仓 |
 OKTA CLASS AOKTA |
| 0.59% | 0.38% | $81.4万 | 5,969股 | $51.0万 | 6,479股 | -510股-7.87% | 减仓 |
 ZscalerZS |
| 0.56% | 0.6% | $78.3万 | 5,544股 | $79.8万 | 5,690股 | -146股-2.57% | 减仓 |
 星巴克SBUX |
| 0.55% | 0.51% | $77.1万 | 7,546股 | $68.4万 | 7,636股 | -90股-1.18% | 减仓 |
 CloudflareNET |
| 0.55% | 0.48% | $76.1万 | 3,102股 | $64.2万 | 3,111股 | -9股-0.29% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.53% | 0.41% | $74.1万 | 2,911股 | $55.0万 | 3,646股 | -735股-20.16% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.53% | $72.9万 | 1,457股 | $70.3万 | 1,468股 | -11股-0.75% | 减仓 |
| KKINSALE CAPKNSL |
| 0.5% | 0.6% | $69.5万 | 2,106股 | $79.2万 | 2,319股 | -213股-9.18% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.5% | 0.45% | $69.1万 | 2.0万股 | $60.3万 | 2.1万股 | -252股-1.22% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.49% | 0.45% | $68.5万 | 4,367股 | $60.4万 | 4,367股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.49% | 0.45% | $68.4万 | 913股 | $59.6万 | 913股 | 00.00% | 持仓不变 |
 AXON ENTERPRISEAXON |
| 0.46% | 0.43% | $64.0万 | 1,142股 | $57.0万 | 1,341股 | -199股-14.84% | 减仓 |
| IiShares安硕信托ISCG |
| 0.46% | 0.33% | $63.9万 | 9,745股 | $44.1万 | 8,053股 | +1,692股+21.01% | 加仓 |
| LLEMONADELMND |
| 0.45% | 0.46% | $63.2万 | 9,717股 | $61.0万 | 9,728股 | -11股-0.11% | 减仓 |
 ServiceNowNOW |
| 0.45% | 0.53% | $63.1万 | 6,358股 | $70.2万 | 6,711股 | -353股-5.26% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.45% | 0.55% | $63.1万 | 1.2万股 | $72.9万 | 1.2万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.44% | 0.28% | $60.7万 | 1,270股 | $37.3万 | 1,103股 | +167股+15.14% | 加仓 |
| V先锋领航指数基金VTV |
| 0.43% | 0.41% | $60.2万 | 2,763股 | $54.2万 | 2,763股 | 00.00% | 持仓不变 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.42% | 0.35% | $59.0万 | 6,779股 | $47.2万 | 7,038股 | -259股-3.68% | 减仓 |
