 英伟达NVDA |
| 7.77% | 7.47% | $1,392.1万 | 7.0万股 | $1,208.0万 | 6.9万股 | +307股+0.44% | 加仓 |
 博通AVGO |
| 5.25% | 5.56% | $940.1万 | 2.5万股 | $899.2万 | 2.9万股 | -4,165股-14.34% | 减仓 |
 谷歌AGOOGL |
| 5.08% | 5.07% | $910.5万 | 2.5万股 | $820.4万 | 2.9万股 | -3,049股-10.69% | 减仓 |
 CrowdStrikeCRWD |
| 4.67% | 2.92% | $837.7万 | 1.1万股 | $472.5万 | 1.2万股 | -1,125股-9.30% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.13% | 3.79% | $740.1万 | 2.1万股 | $613.4万 | 2.1万股 | -438股-2.05% | 减仓 |
| S嘉信·USSCHA |
| 3.9% | 3.56% | $698.6万 | 19.3万股 | $575.4万 | 19.8万股 | -4,513股-2.28% | 减仓 |
| IiShares安硕信托MTUM |
| 3.58% | 2.8% | $642.3万 | 1.9万股 | $453.1万 | 1.9万股 | -143股-0.76% | 减仓 |
| IiShares安硕信托USMV |
| 3.33% | 3.97% | $596.6万 | 6.2万股 | $641.8万 | 6.9万股 | -7,354股-10.63% | 减仓 |
| S道富XLI |
| 3.1% | 3.06% | $554.9万 | 3.0万股 | $494.4万 | 3.1万股 | -616股-2.01% | 减仓 |
 摩根大通JPM |
| 3.01% | 3.32% | $538.8万 | 1.6万股 | $537.5万 | 1.8万股 | -1,813股-9.92% | 减仓 |
 阿斯麦ASML |
| 2.89% | 2.53% | $517.5万 | 2,601股 | $409.7万 | 3,102股 | -501股-16.15% | 减仓 |
 苹果AAPL |
| 2.46% | 2.67% | $441.4万 | 1.5万股 | $432.0万 | 1.7万股 | -1,767股-10.38% | 减仓 |
 卡特彼勒CAT |
| 2.43% | 1.99% | $435.5万 | 4,090股 | $321.1万 | 4,533股 | -443股-9.77% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.32% | 2.33% | $416.2万 | 12.3万股 | $375.9万 | 12.9万股 | -6,056股-4.69% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.89% | 1.69% | $339.1万 | 9,036股 | $272.6万 | 9,809股 | -773股-7.88% | 减仓 |
 微软MSFT |
| 1.81% | 2.18% | $324.0万 | 8,685股 | $352.2万 | 9,514股 | -829股-8.71% | 减仓 |
 Arista网络ANET |
| 1.71% | 1.48% | $307.0万 | 1.8万股 | $238.9万 | 1.9万股 | -1,388股-7.13% | 减仓 |
 波音BA |
| 1.65% | 1.84% | $295.8万 | 1.4万股 | $297.1万 | 1.5万股 | -1,262股-8.46% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.38% | 1.36% | $247.1万 | 2.7万股 | $220.3万 | 2.8万股 | -252股-0.92% | 减仓 |
 达美航空DAL |
| 1.36% | 1.14% | $243.1万 | 2.6万股 | $183.9万 | 2.8万股 | -1,705股-6.16% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.3% | 1.6% | $233.0万 | 4,656股 | $258.2万 | 5,389股 | -733股-13.60% | 减仓 |
 亚马逊AMZN |
| 1.28% | 1.38% | $229.5万 | 9,630股 | $222.6万 | 1.1万股 | -1,060股-9.92% | 减仓 |
| F第一信托·USTFDN |
| 1.12% | 1.11% | $201.2万 | 7,600股 | $178.7万 | 7,636股 | -36股-0.47% | 减仓 |
 泛林集团LRCX |
| 1.09% | 0.6% | $195.9万 | 4,520股 | $96.6万 | 4,520股 | 00.00% | 持仓不变 |
 VisaV |
| 1.09% | 1.32% | $195.2万 | 5,689股 | $212.7万 | 7,036股 | -1,347股-19.14% | 减仓 |
 TransDigmTDG |
| 1.04% | 1.15% | $187.2万 | 1,405股 | $185.7万 | 1,602股 | -197股-12.30% | 减仓 |
| F第一信托交易所交易基金FYC |
| 1.03% | 0.95% | $184.2万 | 1.4万股 | $153.8万 | 1.4万股 | -57股-0.41% | 减仓 |
 AMD超威AMD |
| 0.91% | 0.35% | $162.9万 | 2,804股 | $57.0万 | 2,804股 | 00.00% | 持仓不变 |
 JANUS SMALL CAP GROWTH ALPHA ETFSWK |
| 0.86% | 0.76% | $153.8万 | 1.7万股 | $122.6万 | 1.8万股 | -985股-5.63% | 减仓 |
| T赛默飞世尔TMO |
| 0.86% | 1% | $153.6万 | 3,063股 | $162.3万 | 3,301股 | -238股-7.21% | 减仓 |
 康宁GLW |
| 0.8% | 0.47% | $143.4万 | 5,614股 | $76.3万 | 5,614股 | 00.00% | 持仓不变 |
 XPOXPO |
| 0.75% | 0.79% | $134.2万 | 6,536股 | $127.2万 | 6,536股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.72% | 0.87% | $128.8万 | 1.8万股 | $141.1万 | 2.0万股 | -1,761股-8.98% | 减仓 |
 默沙东MRK |
| 0.71% | 0.74% | $127.5万 | 9,920股 | $119.4万 | 9,926股 | -6股-0.06% | 减仓 |
 洛克希德马丁LMT |
| 0.7% | 1.11% | $124.6万 | 2,445股 | $180.2万 | 2,982股 | -537股-18.01% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.63% | 0.57% | $113.7万 | 7,182股 | $92.7万 | 7,257股 | -75股-1.03% | 减仓 |
| IiShares安硕信托DVY |
| 0.62% | 0.66% | $110.3万 | 7,058股 | $106.9万 | 7,058股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.58% | 0.52% | $103.8万 | 5,814股 | $84.1万 | 5,814股 | 00.00% | 持仓不变 |
 NetEase, Inc. ADRNTES |
| 0.57% | 0.66% | $102.5万 | 7,996股 | $107.0万 | 9,555股 | -1,559股-16.32% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 0.57% | 0.41% | $101.7万 | 1.1万股 | $66.6万 | 1.1万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 0.55% | 0.45% | $98.1万 | 2,930股 | $73.4万 | 2,930股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.52% | 0.72% | $92.8万 | 9,347股 | $116.2万 | 1.1万股 | -1,765股-15.88% | 减仓 |
 直觉外科ISRG |
| 0.47% | 0.6% | $84.3万 | 2,121股 | $97.8万 | 2,121股 | 00.00% | 持仓不变 |
 通用汽车GM |
| 0.46% | 0.49% | $82.1万 | 1.1万股 | $79.4万 | 1.1万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.45% | 0.49% | $81.4万 | 1,584股 | $79.1万 | 1,584股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.45% | 0.65% | $81.0万 | 5,172股 | $105.5万 | 5,654股 | -482股-8.52% | 减仓 |
 好事达ALL |
| 0.45% | 0.43% | $80.5万 | 3,383股 | $70.1万 | 3,383股 | 00.00% | 持仓不变 |
 EATON VANCE ENHANCED EQUITYEOI |
| 0.43% | 0.46% | $77.3万 | 3.9万股 | $74.3万 | 4.0万股 | -253股-0.64% | 减仓 |
 艾伯维ABBV |
| 0.43% | 0.59% | $76.4万 | 3,035股 | $95.2万 | 4,379股 | -1,344股-30.69% | 减仓 |
| SSPDR道富系列信托XAR |
| 0.41% | 0.44% | $73.5万 | 2,590股 | $70.9万 | 2,790股 | -200股-7.17% | 减仓 |
