 英伟达NVDA |
| 8.49% | 9.71% | $3,145.3万 | 15.7万股 | $2,738.8万 | 15.7万股 | +150股+0.10% | 加仓 |
 苹果AAPL |
| 6.19% | 7.24% | $2,294.8万 | 7.9万股 | $2,044.5万 | 8.1万股 | -1,251股-1.55% | 减仓 |
 美光科技MU |
| 6.05% | 2.49% | $2,243.1万 | 1.9万股 | $703.3万 | 2.1万股 | -1,385股-6.65% | 减仓 |
 亚马逊AMZN |
| 4.11% | 4.69% | $1,522.4万 | 6.4万股 | $1,324.7万 | 6.4万股 | +271股+0.43% | 加仓 |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 3.24% | 3.18% | $1,200.6万 | 14.7万股 | $898.5万 | 14.3万股 | +4,000股+2.79% | 加仓 |
| G通用动力VTI |
| 2.86% | 3.14% | $1,061.2万 | 2.9万股 | $885.9万 | 2.8万股 | +1,064股+3.85% | 加仓 |
 谷歌AGOOGL |
| 2.8% | 2.97% | $1,039.2万 | 2.9万股 | $838.2万 | 2.9万股 | -70股-0.24% | 减仓 |
 摩根大通JPM |
| 2.67% | 3.1% | $987.8万 | 3.0万股 | $873.7万 | 3.0万股 | +478股+1.61% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.42% | 0.66% | $895.0万 | 2.5万股 | $185.6万 | 6,469股 | +1.9万股+291.56% | 加仓 |
| AASTERA LABSALAB |
| 1.89% | 0.57% | $699.9万 | 1.4万股 | $161.8万 | 1.5万股 | -275股-1.86% | 减仓 |
| DDIGITALOCEANDOCN |
| 1.86% | 1.36% | $688.3万 | 4.4万股 | $383.4万 | 4.5万股 | -865股-1.94% | 减仓 |
 微软MSFT |
| 1.73% | 2.22% | $641.0万 | 1.7万股 | $626.4万 | 1.7万股 | +261股+1.54% | 加仓 |
 Meta平台META |
| 1.68% | 2.26% | $621.0万 | 1.1万股 | $638.9万 | 1.1万股 | -142股-1.27% | 减仓 |
 博通AVGO |
| 1.34% | 1.59% | $496.7万 | 1.3万股 | $447.4万 | 1.4万股 | -1,307股-9.04% | 减仓 |
| IIBMIBM |
| 1.13% | 1.09% | $417.7万 | 1.5万股 | $308.1万 | 1.3万股 | +2,145股+16.88% | 加仓 |
| IiShares安硕信托IVV |
| 1.13% | 1.01% | $417.1万 | 5,569股 | $285.7万 | 4,374股 | +1,195股+27.32% | 加仓 |
 黑石集团BX |
| 1.06% | 1.22% | $392.8万 | 3.3万股 | $344.0万 | 3.0万股 | +3,463股+11.58% | 加仓 |
 卡特彼勒CAT |
| 0.97% | 0.85% | $360.3万 | 3,384股 | $240.7万 | 3,398股 | -14股-0.41% | 减仓 |
| RRUBRIK INC CLASS ARBRK |
| 0.96% | 0.61% | $354.8万 | 4.4万股 | $171.7万 | 3.5万股 | +9,125股+26.02% | 加仓 |
 KENVUE COMKVUE |
| 0.91% | 0.87% | $338.5万 | 17.7万股 | $245.6万 | 14.2万股 | +3.5万股+24.34% | 加仓 |
 REAVES UTIL INCOME FDUTG |
| 0.9% | 1.15% | $333.8万 | 8.2万股 | $325.5万 | 8.3万股 | -881股-1.06% | 减仓 |
 UNITED RENTALSURI |
| 0.9% | 0.75% | $333.5万 | 2,944股 | $212.4万 | 2,916股 | +28股+0.96% | 加仓 |
| V先锋领航指数基金VUG |
| 0.79% | 0.84% | $291.2万 | 3.4万股 | $238.2万 | 5,453股 | +2.8万股+520.03% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.78% | 0.86% | $290.1万 | 3.6万股 | $243.6万 | 3.6万股 | +103股+0.29% | 加仓 |
 特斯拉TSLA |
| 0.74% | 0.88% | $275.6万 | 6,552股 | $247.8万 | 6,665股 | -113股-1.70% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.74% | 0.9% | $274.5万 | 5,485股 | $254.5万 | 5,310股 | +175股+3.30% | 加仓 |
 艾伯维ABBV |
| 0.73% | 0.77% | $270.7万 | 1.1万股 | $217.1万 | 9,981股 | +775股+7.76% | 加仓 |
| V先锋领航指数基金VOO |
| 0.71% | 0.84% | $262.3万 | 3,819股 | $238.2万 | 3,986股 | -167股-4.19% | 减仓 |
 英特尔INTC |
| 0.7% | 0.32% | $261.2万 | 1.9万股 | $90.4万 | 2.0万股 | -1,775股-8.67% | 减仓 |
 波音BA |
| 0.7% | 0.84% | $257.7万 | 1.2万股 | $238.4万 | 1.2万股 | -70股-0.58% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.68% | 0.72% | $250.4万 | 1,475股 | $204.5万 | 1,183股 | +292股+24.68% | 加仓 |
 雪佛龙CVX |
| 0.66% | 1.1% | $243.6万 | 1.5万股 | $310.1万 | 1.5万股 | -293股-1.96% | 减仓 |
| IiShares安硕信托ITOT |
| 0.63% | 0.73% | $234.8万 | 1.4万股 | $205.8万 | 1.4万股 | -155股-1.07% | 减仓 |
 VertivVRT |
| 0.59% | 0.61% | $219.3万 | 6,551股 | $171.7万 | 6,851股 | -300股-4.38% | 减仓 |
 GE VernovaGEV |
| 0.56% | 0.53% | $209.2万 | 1,780股 | $148.6万 | 1,702股 | +78股+4.58% | 加仓 |
| I景顺QQQ信托VOO |
| 0.55% | 0.57% | $205.0万 | 2,784股 | $161.6万 | 2,799股 | -15股-0.54% | 减仓 |
| IiShares安硕·COREIJH |
| 0.55% | 0.55% | $204.9万 | 2.7万股 | $154.6万 | 2.3万股 | +3,675股+16.05% | 加仓 |
 联合健康UNH |
| 0.55% | 0.48% | $203.9万 | 4,905股 | $134.4万 | 4,967股 | -62股-1.25% | 减仓 |
 应用材料AMAT |
| 0.53% | 0.33% | $195.9万 | 2,710股 | $92.6万 | 2,710股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 0.52% | 0.67% | $191.7万 | 3.4万股 | $187.9万 | 3.3万股 | +797股+2.40% | 加仓 |
 辉瑞PFE |
| 0.51% | 0.76% | $188.0万 | 7.8万股 | $213.6万 | 7.6万股 | +2,008股+2.64% | 加仓 |
| LLIGHTPATH TECHNOLOGIESLPTH |
| 0.5% | 0.41% | $186.8万 | 11.4万股 | $115.8万 | 11.6万股 | -1,250股-1.08% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.5% | 0.62% | $186.2万 | 3.0万股 | $174.9万 | 3.2万股 | -1,213股-3.85% | 减仓 |
| SSANDISK COMSNDK |
| 0.5% | 0.24% | $184.2万 | 810股 | $67.3万 | 1,060股 | -250股-23.58% | 减仓 |
 强生JNJ |
| 0.47% | 0.56% | $175.7万 | 6,920股 | $159.1万 | 6,508股 | +412股+6.33% | 加仓 |
| C花旗集团C |
| 0.44% | 0.47% | $163.3万 | 1.2万股 | $133.6万 | 1.2万股 | -115股-0.98% | 减仓 |
 GeneracGNRC |
| 0.43% | 0.39% | $160.6万 | 5,485股 | $110.4万 | 5,654股 | -169股-2.99% | 减仓 |
| F富达·GREENWOOD STREET TRFYEE |
| 0.42% | 0.49% | $155.5万 | 5.4万股 | $139.4万 | 5.1万股 | +2,442股+4.75% | 加仓 |
 埃克森美孚XOM |
| 0.41% | 0.68% | $150.9万 | 1.1万股 | $190.5万 | 1.1万股 | -189股-1.68% | 减仓 |
| EENOVIXENVX |
| 0.41% | 0.44% | $150.5万 | 24.8万股 | $125.5万 | 24.2万股 | +5,700股+2.35% | 加仓 |
