 美光科技MU |
| 5.74% | 3.22% | $4.38亿 | 48.7万股 | $1.52亿 | 45.0万股 | +3.7万股+8.31% | 加仓 |
 VanEck ETF信托SMH |
| 4.39% | 4.88% | $3.35亿 | 60.2万股 | $2.31亿 | 60.2万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 4.24% | 3.31% | $3.23亿 | 161.6万股 | $1.56亿 | 89.7万股 | +71.9万股+80.16% | 加仓 |
 Meta平台META |
| 3.97% | 5.03% | $3.03亿 | 48.9万股 | $2.38亿 | 41.5万股 | +7.3万股+17.66% | 加仓 |
 苹果AAPL |
| 3.9% | 2.91% | $2.97亿 | 102.8万股 | $1.38亿 | 54.3万股 | +48.5万股+89.43% | 加仓 |
| SSPDR行业精选信托XLE |
| 3.27% | 5.6% | $2.49亿 | 432.1万股 | $2.65亿 | 432.1万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.42% | 2.04% | $1.84亿 | 49.4万股 | $9,647.4万 | 26.1万股 | +23.3万股+89.47% | 加仓 |
| V先锋领航指数基金VOO |
| 2.4% | 3.22% | $1.83亿 | 26.4万股 | $1.52亿 | 26.4万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 2.17% | 1.12% | $1.66亿 | 31.5万股 | $5,304.1万 | 26.1万股 | +5.4万股+20.72% | 加仓 |
| V先锋领航指数基金VTV |
| 2.16% | 3.14% | $1.65亿 | 75.7万股 | $1.48亿 | 75.7万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 2.12% | 1.57% | $1.61亿 | 67.8万股 | $7,396.3万 | 35.5万股 | +32.2万股+90.78% | 加仓 |
 帕兰提尔PLTR |
| 2.08% | 3.71% | $1.59亿 | 119.9万股 | $1.75亿 | 119.9万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 2.05% | 2.89% | $1.56亿 | 21.0万股 | $1.37亿 | 21.0万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 1.96% | 2.4% | $1.50亿 | 85.2万股 | $1.13亿 | 85.2万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.91% | 1.31% | $1.46亿 | 40.8万股 | $6,177.2万 | 21.5万股 | +19.3万股+89.72% | 加仓 |
| SSPDR行业精选信托XLU |
| 1.84% | 3.01% | $1.40亿 | 309.9万股 | $1.42亿 | 309.9万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.56% | 1.09% | $1.19亿 | 31.5万股 | $5,145.8万 | 16.6万股 | +14.9万股+89.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.5% | 1.09% | $1.14亿 | 32.4万股 | $5,152.6万 | 18.0万股 | +14.4万股+80.14% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.27% | 1.79% | $9,661.4万 | 171.7万股 | $8,478.2万 | 171.7万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1.09% | 0.82% | $8,285.9万 | 19.7万股 | $3,879.1万 | 10.4万股 | +9.3万股+88.80% | 加仓 |
| SSPDR行业精选信托XLP |
| 1.08% | 1.67% | $8,208.7万 | 96.4万股 | $7,899.4万 | 96.4万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 1.05% | 1.38% | $7,981.2万 | 98.0万股 | $6,534.3万 | 85.9万股 | +12.0万股+14.00% | 加仓 |
 强生JNJ |
| 1.01% | 1.15% | $7,673.4万 | 30.3万股 | $5,449.9万 | 22.3万股 | +8.0万股+35.74% | 加仓 |
 礼来LLY |
| 0.88% | 0.58% | $6,742.8万 | 5.6万股 | $2,728.1万 | 3.0万股 | +2.7万股+89.53% | 加仓 |
 飞塔FTNT |
| 0.88% | 0.68% | $6,675.6万 | 41.5万股 | $3,224.3万 | 39.5万股 | +2.1万股+5.24% | 加仓 |
 摩根大通JPM |
| 0.81% | 0.63% | $6,145.8万 | 18.8万股 | $2,955.8万 | 10.0万股 | +8.7万股+86.86% | 加仓 |
 NETFLIXNFLX |
| 0.74% | 1.37% | $5,665.5万 | 81.1万股 | $6,469.5万 | 67.3万股 | +13.8万股+20.56% | 加仓 |
 PAYPAL COMPYPL |
| 0.74% | 0.94% | $5,653.0万 | 101.4万股 | $4,462.4万 | 98.7万股 | +2.7万股+2.74% | 加仓 |
 默沙东MRK |
| 0.74% | 0.91% | $5,633.2万 | 44.0万股 | $4,318.5万 | 35.9万股 | +8.1万股+22.69% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.73% | 0.6% | $5,599.0万 | 12.2万股 | $2,844.6万 | 5.9万股 | +6.3万股+107.88% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.72% | 1.15% | $5,493.9万 | 143.8万股 | $5,442.1万 | 143.8万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.69% | 0.72% | $5,259.2万 | 30.1万股 | $3,413.3万 | 26.5万股 | +3.5万股+13.38% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.64% | 0.51% | $4,871.3万 | 9.7万股 | $2,433.0万 | 5.1万股 | +4.7万股+91.74% | 加仓 |
 NEBIUSNBIS |
| 0.61% | 0.18% | $4,634.7万 | 16.8万股 | $829.3万 | 8.0万股 | +8.8万股+109.98% | 加仓 |
| IiShares安硕信托IWD |
| 0.58% | 0.81% | $4,415.3万 | 17.8万股 | $3,803.7万 | 17.8万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.56% | 0.16% | $4,294.2万 | 30.8万股 | $736.2万 | 16.7万股 | +14.1万股+84.36% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.55% | — | $4,215.4万 | 49.0万股 | $0 | 0股 | +49.0万股 | 新买入 |
 VisaV |
| 0.53% | 0.4% | $4,037.4万 | 11.8万股 | $1,880.7万 | 6.2万股 | +5.5万股+89.12% | 加仓 |
| AAT&TT |
| 0.53% | 1% | $4,030.7万 | 185.6万股 | $4,721.0万 | 162.9万股 | +22.7万股+13.94% | 加仓 |
 应用材料AMAT |
| 0.53% | 0.21% | $4,016.5万 | 5.6万股 | $1,000.4万 | 2.9万股 | +2.6万股+89.81% | 加仓 |
 埃克森美孚XOM |
| 0.52% | 0.56% | $3,978.0万 | 29.1万股 | $2,640.9万 | 15.6万股 | +13.5万股+86.92% | 加仓 |
 麦当劳MCD |
| 0.51% | 0.8% | $3,887.4万 | 14.5万股 | $3,769.4万 | 12.1万股 | +2.3万股+19.33% | 加仓 |
 阿里巴巴BABA |
| 0.5% | 0.89% | $3,846.5万 | 33.5万股 | $4,197.5万 | 33.5万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.5% | 0.21% | $3,787.9万 | 8.7万股 | $990.6万 | 4.6万股 | +4.1万股+88.55% | 加仓 |
 沃尔玛WMT |
| 0.46% | 0.43% | $3,476.4万 | 30.7万股 | $2,010.9万 | 16.2万股 | +14.5万股+89.70% | 加仓 |
 CVS健康CVS |
| 0.45% | 0.43% | $3,446.9万 | 32.4万股 | $2,024.3万 | 28.2万股 | +4.2万股+14.97% | 加仓 |
 思科CSCO |
| 0.43% | 0.24% | $3,247.7万 | 27.6万股 | $1,131.6万 | 14.6万股 | +13.1万股+89.59% | 加仓 |
| CCIGNALIBD |
| 0.43% | 0.6% | $3,245.8万 | 11.6万股 | $2,857.1万 | 10.7万股 | +8,596股+8.03% | 加仓 |
| IiShares安硕信托MCHI |
| 0.42% | 0.71% | $3,177.0万 | 60.0万股 | $3,370.8万 | 60.0万股 | 00.00% | 持仓不变 |
| IiShares白银信托SLV |
| 0.41% | 0.9% | $3,155.5万 | 62.1万股 | $4,234.2万 | 62.1万股 | 00.00% | 持仓不变 |
