 英伟达NVDA |
| 6.06% | 6.13% | $1.01亿 | 50.6万股 | $8,093.8万 | 46.4万股 | +4.2万股+9.13% | 加仓 |
 苹果AAPL |
| 4.73% | 4.69% | $7,901.8万 | 27.3万股 | $6,197.2万 | 24.4万股 | +2.9万股+11.83% | 加仓 |
 美光科技MU |
| 4.13% | 1.39% | $6,911.8万 | 6.0万股 | $1,835.3万 | 5.4万股 | +5,577股+10.27% | 加仓 |
 谷歌AGOOGL |
| 3.61% | 3.7% | $6,038.8万 | 16.9万股 | $4,882.2万 | 17.0万股 | -802股-0.47% | 减仓 |
 亚马逊AMZN |
| 3.56% | 3.2% | $5,956.8万 | 25.0万股 | $4,230.0万 | 20.3万股 | +4.7万股+23.06% | 加仓 |
 微软MSFT |
| 3.25% | 3.76% | $5,442.1万 | 14.6万股 | $4,964.7万 | 13.4万股 | +1.2万股+8.78% | 加仓 |
 AMD超威AMD |
| 2.87% | 1.2% | $4,790.8万 | 8.2万股 | $1,578.6万 | 7.8万股 | +4,870股+6.28% | 加仓 |
 博通AVGO |
| 2.29% | 2.28% | $3,835.9万 | 10.2万股 | $3,006.9万 | 9.7万股 | +4,394股+4.52% | 加仓 |
 英特尔INTC |
| 2.23% | 0.75% | $3,734.5万 | 26.7万股 | $994.6万 | 22.5万股 | +4.2万股+18.67% | 加仓 |
 Meta平台META |
| 2.05% | 2.32% | $3,430.3万 | 6.1万股 | $3,063.6万 | 5.4万股 | +7,350股+13.73% | 加仓 |
 应用材料AMAT |
| 1.78% | 0.96% | $2,968.7万 | 4.1万股 | $1,274.3万 | 3.7万股 | +3,778股+10.13% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.74% | 1.53% | $2,909.9万 | 8.2万股 | $2,023.9万 | 7.1万股 | +1.2万股+16.73% | 加仓 |
 泛林集团LRCX |
| 1.7% | 0.99% | $2,846.1万 | 6.6万股 | $1,301.5万 | 6.1万股 | +4,796股+7.88% | 加仓 |
 特斯拉TSLA |
| 1.69% | 1.71% | $2,829.9万 | 6.7万股 | $2,256.8万 | 6.1万股 | +6,576股+10.83% | 加仓 |
 AMGEN COMAMGN |
| 1.56% | 1.66% | $2,614.6万 | 7.2万股 | $2,195.9万 | 6.2万股 | +9,793股+15.69% | 加仓 |
 福泰制药VRTX |
| 1.43% | 1.48% | $2,397.5万 | 4.8万股 | $1,960.4万 | 4.4万股 | +4,363股+9.94% | 加仓 |
| SSANDISK COMSNDK |
| 1.37% | 0.24% | $2,298.3万 | 1.0万股 | $317.7万 | 5,000股 | +5,108股+102.16% | 加仓 |
| IiShares黄金信托IAU |
| 1.35% | 2.63% | $2,249.7万 | 29.8万股 | $3,473.0万 | 39.4万股 | -9.6万股-24.37% | 减仓 |
| SSPDR黄金信托GLD |
| 1.31% | 2.5% | $2,188.2万 | 5.9万股 | $3,306.8万 | 7.7万股 | -1.7万股-22.71% | 减仓 |
| WWORLD GOLD TRGLD |
| 1.3% | 2.45% | $2,165.8万 | 27.3万股 | $3,241.4万 | 35.0万股 | -7.7万股-22.02% | 减仓 |
 沃尔玛WMT |
| 1.28% | 1.41% | $2,148.6万 | 19.0万股 | $1,867.0万 | 15.0万股 | +4.0万股+26.50% | 加仓 |
 思科CSCO |
| 1.25% | 0.89% | $2,083.9万 | 17.7万股 | $1,178.3万 | 15.2万股 | +2.6万股+16.83% | 加仓 |
 科磊KLAC |
| 1.23% | 0.75% | $2,056.3万 | 6.8万股 | $989.0万 | 6,717股 | +6.1万股+914.66% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 1.22% | 1.66% | $2,040.7万 | 16.2万股 | $2,195.4万 | 15.8万股 | +4,005股+2.54% | 加仓 |
 好市多COST |
| 1% | 1.2% | $1,670.4万 | 1.8万股 | $1,585.9万 | 1.6万股 | +1,940股+12.19% | 加仓 |
 台积电TSM |
| 0.96% | 0.74% | $1,604.0万 | 3.4万股 | $980.3万 | 2.9万股 | +4,582股+15.83% | 加仓 |
 西部数据WDC |
| 0.93% | 0.47% | $1,563.5万 | 2.4万股 | $625.8万 | 2.3万股 | +1,341股+5.80% | 加仓 |
 迈威尔MRVL |
| 0.92% | 0.18% | $1,538.9万 | 5.2万股 | $242.7万 | 2.5万股 | +2.7万股+110.80% | 加仓 |
 NETFLIXNFLX |
| 0.91% | 1.46% | $1,521.8万 | 21.3万股 | $1,926.2万 | 20.0万股 | +1.3万股+6.39% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.85% | 0.79% | $1,414.6万 | 3.6万股 | $1,046.1万 | 3.3万股 | +2,733股+8.31% | 加仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.84% | 1.18% | $1,412.4万 | 35.3万股 | $1,555.1万 | 33.3万股 | +2.0万股+6.01% | 加仓 |
 PALO ALTOPANW |
| 0.83% | 0.5% | $1,395.5万 | 4.1万股 | $667.0万 | 4.2万股 | -684股-1.64% | 减仓 |
 再生元REGN |
| 0.73% | 1.25% | $1,215.8万 | 1.9万股 | $1,650.4万 | 2.1万股 | -1,863股-8.72% | 减仓 |
| GGRANITESHARES GOLD TRUSTBAR |
| 0.72% | 1.06% | $1,197.8万 | 30.3万股 | $1,397.7万 | 30.3万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.69% | 1.05% | $1,151.5万 | 9.9万股 | $1,382.6万 | 9.5万股 | +4,182股+4.42% | 加仓 |
 礼来LLY |
| 0.65% | 0.3% | $1,087.6万 | 9,068股 | $394.4万 | 4,288股 | +4,780股+111.47% | 加仓 |
| EETFS GOLD TRSGOL |
| 0.63% | 0.93% | $1,057.1万 | 27.7万股 | $1,233.7万 | 27.7万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 0.6% | 0.48% | $1,008.4万 | 1.2万股 | $630.0万 | 8,964股 | +2,788股+31.10% | 加仓 |
 德州仪器TXN |
| 0.58% | 0.44% | $967.6万 | 3.2万股 | $580.8万 | 3.0万股 | +2,544股+8.50% | 加仓 |
| G高盛·PHYSICAL GOLDAAAU |
| 0.57% | 0.85% | $957.6万 | 24.2万股 | $1,117.8万 | 24.2万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.57% | 0.39% | $949.8万 | 4,774股 | $514.6万 | 3,896股 | +878股+22.54% | 加仓 |
| Q高通QCOM |
| 0.5% | 0.31% | $844.2万 | 4.6万股 | $412.3万 | 3.2万股 | +1.4万股+42.69% | 加仓 |
 林德LIN |
| 0.49% | 0.54% | $816.4万 | 1.6万股 | $712.2万 | 1.4万股 | +1,367股+9.52% | 加仓 |
| AAPPLOVINAPP |
| 0.49% | 0.46% | $811.8万 | 1.6万股 | $604.5万 | 1.5万股 | +568股+3.74% | 加仓 |
 CrowdStrikeCRWD |
| 0.47% | 0.29% | $779.5万 | 1.0万股 | $376.4万 | 9,642股 | +573股+5.94% | 加仓 |
 诺华NVS |
| 0.46% | 0.61% | $767.9万 | 4.9万股 | $811.6万 | 5.3万股 | -4,135股-7.78% | 减仓 |
 阿里拉姆制药ALNY |
| 0.45% | 0.68% | $760.7万 | 2.5万股 | $902.2万 | 2.7万股 | -1,997股-7.32% | 减仓 |
| PPROSHARES ULTRA GOLD ETFBITU |
| 0.44% | 0.96% | $729.6万 | 16.6万股 | $1,261.8万 | 20.5万股 | -3.9万股-19.00% | 减仓 |
 强生JNJ |
| 0.43% | 0.53% | $716.6万 | 2.8万股 | $695.7万 | 2.8万股 | -246股-0.86% | 减仓 |
 ROYALTY PHARMARPRX |
| 0.4% | 0.47% | $675.9万 | 12.1万股 | $625.8万 | 13.0万股 | -9,900股-7.59% | 减仓 |
