 英伟达NVDA |
| 8.96% | 10.05% | $2,971.3万 | 14.8万股 | $2,559.6万 | 14.7万股 | +1,733股+1.18% | 加仓 |
 台积电TSM |
| 6.63% | 6.14% | $2,199.8万 | 4.6万股 | $1,563.8万 | 4.6万股 | -211股-0.46% | 减仓 |
 美光科技MU |
| 4.4% | 0.95% | $1,457.8万 | 1.3万股 | $242.7万 | 7,183股 | +5,446股+75.82% | 加仓 |
 应用材料AMAT |
| 3.87% | 1.03% | $1,282.2万 | 1.8万股 | $261.4万 | 7,649股 | +1.0万股+131.86% | 加仓 |
 Arista网络ANET |
| 3.69% | 3.53% | $1,224.9万 | 7.2万股 | $899.9万 | 7.3万股 | -1,193股-1.63% | 减仓 |
 GE航空GE |
| 3.19% | 3.18% | $1,057.0万 | 2.8万股 | $808.5万 | 2.8万股 | -208股-0.73% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 3.12% | 1.28% | $1,035.5万 | 7,491股 | $325.1万 | 2,973股 | +4,518股+151.97% | 加仓 |
 AMD超威AMD |
| 3.07% | 0.12% | $1,018.2万 | 1.8万股 | $29.8万 | 1,465股 | +1.6万股+1,096.45% | 加仓 |
 Meta平台META |
| 3.04% | 4.51% | $1,006.6万 | 1.8万股 | $1,148.7万 | 2.0万股 | -2,208股-11.00% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.96% | — | $982.6万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 谷歌AGOOGL |
| 2.96% | 3.21% | $980.8万 | 2.7万股 | $818.4万 | 2.8万股 | -1,015股-3.57% | 减仓 |
 博通AVGO |
| 2.94% | 3.23% | $975.8万 | 2.6万股 | $821.5万 | 2.7万股 | -709股-2.67% | 减仓 |
| AALPS ETF信托AMLP |
| 2.34% | 3.2% | $774.8万 | 14.9万股 | $814.5万 | 15.5万股 | -5,294股-3.42% | 减仓 |
 亚马逊AMZN |
| 2.32% | 2.61% | $768.0万 | 3.2万股 | $664.7万 | 3.2万股 | +307股+0.96% | 加仓 |
 Bloom EnergyBE |
| 2.3% | 0.13% | $764.4万 | 2.5万股 | $32.4万 | 2,394股 | +2.3万股+954.89% | 加仓 |
 CrowdStrikeCRWD |
| 2.27% | — | $752.0万 | 9,854股 | $0 | 0股 | +9,854股 | 新买入 |
 VertivVRT |
| 2.24% | 1.99% | $744.4万 | 2.2万股 | $506.4万 | 2.0万股 | +2,025股+10.02% | 加仓 |
 摩根大通JPM |
| 2.13% | 2.5% | $707.6万 | 2.2万股 | $636.6万 | 2.2万股 | -24股-0.11% | 减仓 |
 CHUBB LIMITEDCB |
| 2.06% | 2.59% | $682.6万 | 2.0万股 | $660.5万 | 2.0万股 | -231股-1.14% | 减仓 |
 埃克森美孚XOM |
| 1.88% | 3.25% | $624.5万 | 4.6万股 | $828.4万 | 4.9万股 | -3,150股-6.45% | 减仓 |
 ROYAL CARIBBEANRCL |
| 1.71% | 0.27% | $566.6万 | 1.8万股 | $69.8万 | 2,537股 | +1.5万股+603.39% | 加仓 |
 卡特彼勒CAT |
| 1.63% | 1.31% | $540.8万 | 5,078股 | $333.7万 | 4,710股 | +368股+7.81% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.63% | 1.12% | $539.5万 | 6.2万股 | $284.7万 | 4.2万股 | +2.0万股+46.00% | 加仓 |
 NUVEEN AMT FREE MUN CR FNVG |
| 1.6% | 2.21% | $529.8万 | 41.4万股 | $561.6万 | 45.5万股 | -4.2万股-9.13% | 减仓 |
 好市多COST |
| 1.57% | 2.18% | $521.9万 | 5,579股 | $554.9万 | 5,569股 | +10股+0.18% | 加仓 |
 VisaV |
| 1.57% | 1.83% | $521.7万 | 1.5万股 | $466.1万 | 1.5万股 | -215股-1.39% | 减仓 |
 希捷STX |
| 1.55% | 0.11% | $515.6万 | 5,343股 | $28.8万 | 735股 | +4,608股+626.94% | 加仓 |
 优步UBER |
| 1.5% | 2.17% | $496.2万 | 6.9万股 | $551.8万 | 7.7万股 | -7,944股-10.36% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.49% | 1.53% | $495.1万 | 5.2万股 | $389.9万 | 5.4万股 | -2,303股-4.28% | 减仓 |
 GE VernovaGEV |
| 1.13% | — | $374.9万 | 3,191股 | $0 | 0股 | +3,191股 | 新买入 |
 安费诺APH |
| 1.05% | 1.01% | $347.2万 | 2.0万股 | $256.3万 | 2.0万股 | -590股-2.91% | 减仓 |
 NETFLIXNFLX |
| 1.04% | 0.14% | $344.2万 | 4.8万股 | $34.5万 | 3,585股 | +4.5万股+1,244.71% | 加仓 |
| IiShares安硕IEMG |
| 1.01% | 1.3% | $333.9万 | 4.0万股 | $330.7万 | 4.7万股 | -7,108股-14.99% | 减仓 |
 特斯拉TSLA |
| 0.98% | 1.12% | $325.3万 | 7,733股 | $284.7万 | 7,659股 | +74股+0.97% | 加仓 |
| PPROLOGIS COMPLD |
| 0.94% | — | $312.8万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.71% | — | $237.1万 | 8,718股 | $0 | 0股 | +8,718股 | 新买入 |
| AASTERA LABSALAB |
| 0.65% | — | $215.8万 | 4,468股 | $0 | 0股 | +4,468股 | 新买入 |
 ALTRIAMO |
| 0.6% | 0.71% | $198.0万 | 2.8万股 | $180.0万 | 2.7万股 | +246股+0.90% | 加仓 |
| V先锋领航指数基金VOO |
| 0.59% | 0.91% | $194.3万 | 2,638股 | $232.4万 | 4,026股 | -1,388股-34.48% | 减仓 |
 CienaCIEN |
| 0.58% | 0.14% | $192.5万 | 3,925股 | $36.6万 | 943股 | +2,982股+316.22% | 加仓 |
 ANNALY CAPITAL MANAGEMENT COM NEWNLY |
| 0.56% | 0.57% | $184.3万 | 8.2万股 | $145.7万 | 6.9万股 | +1.4万股+19.66% | 加仓 |
 霍尼韦尔HON |
| 0.48% | 1.22% | $158.6万 | 7,084股 | $311.6万 | 1.4万股 | -6,700股-48.61% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.47% | — | $156.6万 | 7,084股 | $0 | 0股 | +7,084股 | 新买入 |
 OMEGA HEALTHCARE INVSOHI |
| 0.39% | 0.47% | $130.2万 | 2.7万股 | $119.7万 | 2.7万股 | -23股-0.08% | 减仓 |
| I景顺交易所交易基金IIBKLN |
| 0.39% | 0.59% | $128.9万 | 6.3万股 | $151.5万 | 7.4万股 | -1.1万股-14.72% | 减仓 |
| SSANDISK COMSNDK |
| 0.37% | — | $123.9万 | 545股 | $0 | 0股 | +545股 | 新买入 |
 CloudflareNET |
| 0.35% | 0.16% | $116.4万 | 4,745股 | $40.3万 | 1,952股 | +2,793股+143.08% | 加仓 |
 苹果AAPL |
| 0.34% | 0.24% | $113.2万 | 3,911股 | $62.3万 | 2,454股 | +1,457股+59.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.22% | $97.8万 | 2,768股 | $56.7万 | 1,978股 | +790股+39.94% | 加仓 |
 NEBIUSNBIS |
| 0.26% | — | $87.4万 | 3,165股 | $0 | 0股 | +3,165股 | 新买入 |
