 英伟达NVDA |
| 13.68% | 15.98% | $3,119.4万 | 15.6万股 | $2,749.3万 | 15.8万股 | -1,747股-1.11% | 减仓 |
 科磊KLAC |
| 5.27% | 3.41% | $1,201.0万 | 4.0万股 | $586.2万 | 3,981股 | +3.6万股+899.90% | 加仓 |
 美光科技MU |
| 5.08% | 2.17% | $1,158.5万 | 1.0万股 | $372.5万 | 1.1万股 | -988股-8.96% | 减仓 |
 博通AVGO |
| 4.02% | 3.35% | $916.6万 | 2.4万股 | $577.0万 | 1.9万股 | +5,622股+30.16% | 加仓 |
| SSANDISK COMSNDK |
| 4% | 1.73% | $913.2万 | 4,016股 | $298.2万 | 4,694股 | -678股-14.44% | 减仓 |
 泛林集团LRCX |
| 3.87% | 2.56% | $883.0万 | 2.0万股 | $439.9万 | 2.1万股 | -211股-1.02% | 减仓 |
 台积电TSM |
| 3.53% | 3.31% | $804.2万 | 1.7万股 | $570.0万 | 1.7万股 | -28股-0.17% | 减仓 |
 应用材料AMAT |
| 3.46% | 2.15% | $789.5万 | 1.1万股 | $369.2万 | 1.1万股 | +117股+1.08% | 加仓 |
 谷歌AGOOGL |
| 3.22% | 3.44% | $734.9万 | 2.1万股 | $591.5万 | 2.1万股 | -5股-0.02% | 减仓 |
| AAPPLOVINAPP |
| 3.17% | 3.48% | $723.1万 | 1.4万股 | $599.4万 | 1.5万股 | -1,026股-6.81% | 减仓 |
| CCOMFORT SYS USAFIX |
| 2.57% | 2.29% | $587.1万 | 2,962股 | $394.0万 | 2,857股 | +105股+3.68% | 加仓 |
 VertivVRT |
| 2.3% | 2.15% | $524.0万 | 1.6万股 | $369.3万 | 1.5万股 | +912股+6.19% | 加仓 |
 UNITED RENTALSURI |
| 2.26% | 2.41% | $514.6万 | 4,543股 | $415.0万 | 5,697股 | -1,154股-20.26% | 减仓 |
 Meta平台META |
| 2.25% | 2.98% | $513.2万 | 9,110股 | $511.9万 | 8,947股 | +163股+1.82% | 加仓 |
 PALO ALTOPANW |
| 2.23% | 1.67% | $509.1万 | 1.5万股 | $288.1万 | 1.8万股 | -3,040股-16.92% | 减仓 |
 亚马逊AMZN |
| 2.12% | 2.12% | $484.1万 | 2.0万股 | $363.9万 | 1.7万股 | +2,839股+16.25% | 加仓 |
 微软MSFT |
| 1.9% | 2.32% | $432.7万 | 1.2万股 | $398.3万 | 1.1万股 | +839股+7.80% | 加仓 |
 VisaV |
| 1.88% | 2.18% | $428.3万 | 1.2万股 | $375.7万 | 1.2万股 | +54股+0.43% | 加仓 |
 Arista网络ANET |
| 1.85% | 1.75% | $422.0万 | 2.5万股 | $300.9万 | 2.5万股 | +335股+1.37% | 加仓 |
 安费诺APH |
| 1.85% | 1.5% | $421.3万 | 2.4万股 | $258.5万 | 2.0万股 | +3,435股+16.79% | 加仓 |
 CrowdStrikeCRWD |
| 1.84% | 2.13% | $418.6万 | 5,486股 | $365.8万 | 9,369股 | -3,883股-41.45% | 减仓 |
 EMCOREME |
| 1.73% | 2.06% | $395.4万 | 4,764股 | $355.1万 | 4,810股 | -46股-0.96% | 减仓 |
 帕兰提尔PLTR |
| 1.62% | 2.09% | $368.9万 | 3.2万股 | $358.8万 | 2.5万股 | +7,097股+28.94% | 加仓 |
 阿斯麦ASML |
| 1.56% | 1.35% | $355.0万 | 1,784股 | $231.5万 | 1,753股 | +31股+1.77% | 加仓 |
 BOOKING COMBKNG |
| 1.42% | 1.87% | $322.8万 | 1.8万股 | $322.0万 | 765股 | +1.7万股+2,267.32% | 加仓 |
 MP MATERIALSMP |
| 1.32% | 1.47% | $301.8万 | 5.4万股 | $252.1万 | 5.2万股 | +1,656股+3.17% | 加仓 |
 万事达MA |
| 1.3% | 1.68% | $296.9万 | 5,780股 | $289.7万 | 5,798股 | -18股-0.31% | 减仓 |
 苹果AAPL |
| 1.28% | 1.59% | $292.7万 | 1.0万股 | $273.6万 | 1.1万股 | -666股-6.18% | 减仓 |
 摩根大通JPM |
| 1.27% | 1.54% | $289.4万 | 8,840股 | $264.3万 | 8,986股 | -146股-1.62% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.2% | 1.82% | $273.2万 | 5,951股 | $313.2万 | 6,460股 | -509股-7.88% | 减仓 |
| VVanEck ETF信托GDX |
| 1.18% | 1.06% | $269.3万 | 3.6万股 | $182.3万 | 2.0万股 | +1.6万股+79.68% | 加仓 |
 礼来LLY |
| 1.12% | 1.1% | $254.3万 | 2,120股 | $189.3万 | 2,058股 | +62股+3.01% | 加仓 |
 优步UBER |
| 1.11% | 1.51% | $253.3万 | 3.5万股 | $259.3万 | 3.6万股 | -954股-2.65% | 减仓 |
 NETFLIXNFLX |
| 0.89% | 1.67% | $204.1万 | 2.9万股 | $286.9万 | 3.0万股 | -1,256股-4.21% | 减仓 |
 GE航空GE |
| 0.85% | 0.86% | $194.7万 | 5,210股 | $147.8万 | 5,210股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.8% | 0.96% | $183.4万 | 1.8万股 | $165.7万 | 1.6万股 | +2,625股+16.56% | 加仓 |
 迈威尔MRVL |
| 0.77% | — | $175.8万 | 5,902股 | $0 | 0股 | +5,902股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.75% | 0.86% | $170.0万 | 2,475股 | $147.5万 | 2,468股 | +7股+0.28% | 加仓 |
 GE VernovaGEV |
| 0.67% | 0.66% | $153.1万 | 1,303股 | $113.5万 | 1,300股 | +3股+0.23% | 加仓 |
 WELLTOWER COMWELL |
| 0.5% | 0.58% | $114.8万 | 5,060股 | $100.0万 | 5,060股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 0.45% | 0.56% | $102.8万 | 1,051股 | $97.1万 | 1,085股 | -34股-3.13% | 减仓 |
| NNUTANIXNTNX |
| 0.32% | 0.32% | $73.3万 | 1.4万股 | $55.4万 | 1.5万股 | -188股-1.29% | 减仓 |
 汽车地带AZO |
| 0.31% | 0.46% | $71.3万 | 223股 | $79.0万 | 234股 | -11股-4.70% | 减仓 |
| OOUSTEROUST |
| 0.31% | 0.22% | $69.8万 | 1.1万股 | $37.7万 | 2.1万股 | -9,346股-45.57% | 减仓 |
 NUVEEN PREFERRED INCOMEJPC |
| 0.3% | 0.39% | $69.3万 | 8.8万股 | $66.4万 | 8.8万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.3% | 0.37% | $69.0万 | 7,152股 | $64.3万 | 7,245股 | -93股-1.28% | 减仓 |
| I景顺QQQ信托VOO |
| 0.27% | 0.28% | $62.1万 | 843股 | $47.3万 | 820股 | +23股+2.80% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.25% | 0.3% | $55.9万 | 2,464股 | $52.1万 | 2,467股 | -3股-0.12% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.24% | 0.26% | $54.1万 | 1,362股 | $44.3万 | 1,394股 | -32股-2.30% | 减仓 |
 赛富时CRM |
| 0.24% | 0.41% | $53.7万 | 3,426股 | $70.7万 | 3,788股 | -362股-9.56% | 减仓 |
