| I景顺QQQ信托VOO |
| 7.77% | 7.34% | $6,032.9万 | 8.2万股 | $4,744.0万 | 8.2万股 | -268股-0.33% | 减仓 |
 英伟达NVDA |
| 6.22% | 6.54% | $4,831.5万 | 24.1万股 | $4,227.2万 | 24.2万股 | -919股-0.38% | 减仓 |
 苹果AAPL |
| 4.58% | 4.61% | $3,555.1万 | 12.3万股 | $2,980.9万 | 11.7万股 | +5,405股+4.60% | 加仓 |
 亚马逊AMZN |
| 4.05% | 4.21% | $3,146.5万 | 13.2万股 | $2,722.4万 | 13.1万股 | +1,302股+1.00% | 加仓 |
 礼来LLY |
| 3.97% | 3.65% | $3,078.9万 | 2.6万股 | $2,357.5万 | 2.6万股 | +39股+0.15% | 加仓 |
| IiShares安硕·COREIJR |
| 3.91% | 3.94% | $3,038.0万 | 20.5万股 | $2,545.2万 | 20.5万股 | +94股+0.05% | 加仓 |
 微软MSFT |
| 3.45% | 4.14% | $2,680.0万 | 7.2万股 | $2,677.0万 | 7.2万股 | -470股-0.65% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.44% | 3.33% | $2,671.3万 | 7.6万股 | $2,150.6万 | 7.5万股 | +632股+0.84% | 加仓 |
 卡特彼勒CAT |
| 3.43% | 2.77% | $2,664.3万 | 2.5万股 | $1,787.8万 | 2.5万股 | -217股-0.86% | 减仓 |
| IiShares安硕·COREIJH |
| 3.26% | 3.41% | $2,527.1万 | 32.8万股 | $2,205.0万 | 32.7万股 | +1,196股+0.37% | 加仓 |
 PALO ALTOPANW |
| 3.1% | 1.75% | $2,404.3万 | 7.1万股 | $1,130.8万 | 7.1万股 | -34股-0.05% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.7% | 2.87% | $2,095.1万 | 2.8万股 | $1,856.4万 | 2.9万股 | -489股-1.71% | 减仓 |
| IiShares安硕信托IVV |
| 2.57% | 2.69% | $1,993.6万 | 2.7万股 | $1,738.3万 | 2.7万股 | +9股+0.03% | 加仓 |
 AMD超威AMD |
| 2.42% | 1% | $1,878.7万 | 3.2万股 | $644.5万 | 3.2万股 | +658股+2.08% | 加仓 |
 CrowdStrikeCRWD |
| 2.38% | 1.36% | $1,849.9万 | 2.4万股 | $881.0万 | 2.3万股 | +1,674股+7.42% | 加仓 |
 泛林集团LRCX |
| 2.32% | 1.34% | $1,797.2万 | 4.1万股 | $862.6万 | 4.0万股 | +1,102股+2.73% | 加仓 |
 博通AVGO |
| 2.3% | 2.24% | $1,789.1万 | 4.7万股 | $1,449.0万 | 4.7万股 | +547股+1.17% | 加仓 |
 好市多COST |
| 2.07% | 2.68% | $1,610.2万 | 1.7万股 | $1,733.4万 | 1.7万股 | -183股-1.05% | 减仓 |
 Meta平台META |
| 1.76% | 2.07% | $1,367.9万 | 2.4万股 | $1,337.1万 | 2.3万股 | +913股+3.91% | 加仓 |
 高盛GS |
| 1.71% | 1.73% | $1,324.7万 | 1.3万股 | $1,119.2万 | 1.3万股 | -131股-0.99% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.64% | 1.75% | $1,275.6万 | 1.8万股 | $1,129.3万 | 1.8万股 | -174股-0.95% | 减仓 |
 摩根士丹利MS |
| 1.59% | 1.52% | $1,236.1万 | 5.9万股 | $980.4万 | 6.0万股 | -438股-0.74% | 减仓 |
 艾伯维ABBV |
| 1.34% | 1.37% | $1,039.4万 | 4.1万股 | $885.2万 | 4.1万股 | +603股+1.48% | 加仓 |
 VertivVRT |
| 1.3% | 1.11% | $1,008.7万 | 3.0万股 | $717.9万 | 2.9万股 | +1,476股+5.15% | 加仓 |
 伊顿ETN |
| 1.26% | 1.23% | $978.5万 | 2.3万股 | $792.5万 | 2.2万股 | +807股+3.64% | 加仓 |
 VisaV |
| 1.23% | 1.29% | $951.4万 | 2.8万股 | $833.0万 | 2.8万股 | +172股+0.62% | 加仓 |
 摩根大通JPM |
| 1.2% | 1.29% | $930.7万 | 2.8万股 | $833.2万 | 2.8万股 | +110股+0.39% | 加仓 |
 优步UBER |
| 1.1% | 1.29% | $853.9万 | 11.8万股 | $833.3万 | 11.6万股 | +2,487股+2.15% | 加仓 |
 福泰制药VRTX |
| 1.07% | 1.16% | $831.8万 | 1.7万股 | $748.3万 | 1.7万股 | -12股-0.07% | 减仓 |
 帕兰提尔PLTR |
| 1.05% | 1.56% | $812.6万 | 7.0万股 | $1,004.8万 | 6.9万股 | +956股+1.39% | 加仓 |
 家得宝HD |
| 0.96% | 1.07% | $745.0万 | 2.1万股 | $692.1万 | 2.1万股 | +81股+0.38% | 加仓 |
 TJXTJX |
| 0.92% | 1.16% | $714.8万 | 4.7万股 | $752.6万 | 4.7万股 | +56股+0.12% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.87% | 1.11% | $674.0万 | 9股 | $718.1万 | 10股 | -1股-10.00% | 减仓 |
 沃尔玛WMT |
| 0.8% | 1.06% | $620.3万 | 5.5万股 | $686.9万 | 5.5万股 | -500股-0.90% | 减仓 |
| T赛默飞世尔TMO |
| 0.78% | 0.91% | $601.7万 | 1.2万股 | $590.7万 | 1.2万股 | -16股-0.13% | 减仓 |
 AMGEN COMAMGN |
| 0.77% | 0.87% | $597.6万 | 1.7万股 | $562.7万 | 1.6万股 | +510股+3.19% | 加仓 |
 直觉外科ISRG |
| 0.76% | 1.05% | $589.8万 | 1.5万股 | $679.8万 | 1.5万股 | +85股+0.58% | 加仓 |
 洛克希德马丁LMT |
| 0.74% | 1.06% | $574.4万 | 1.1万股 | $683.5万 | 1.1万股 | -35股-0.31% | 减仓 |
 贝莱德·INC COMBLK |
| 0.73% | 0.87% | $567.3万 | 5,900股 | $559.2万 | 5,815股 | +85股+1.46% | 加仓 |
 康宁GLW |
| 0.72% | — | $557.9万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 谷歌AGOOGL |
| 0.7% | 0.67% | $539.6万 | 1.5万股 | $431.7万 | 1.5万股 | +88股+0.59% | 加仓 |
 甲骨文ORCL |
| 0.64% | 0.76% | $495.8万 | 3.4万股 | $488.4万 | 3.3万股 | +636股+1.92% | 加仓 |
 L3哈里斯LHX |
| 0.61% | 0.87% | $477.0万 | 1.6万股 | $564.2万 | 1.6万股 | +68股+0.42% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.56% | 0.56% | $437.7万 | 1.5万股 | $362.6万 | 1.5万股 | -54股-0.37% | 减仓 |
 NETFLIXNFLX |
| 0.54% | 0.83% | $420.7万 | 5.9万股 | $537.4万 | 5.6万股 | +3,032股+5.42% | 加仓 |
 ServiceNowNOW |
| 0.52% | 0.68% | $405.3万 | 4.1万股 | $436.6万 | 4.2万股 | -945股-2.26% | 减仓 |
 RobinhoodHOOD |
| 0.51% | 0.4% | $394.7万 | 3.9万股 | $260.5万 | 3.8万股 | +1,775股+4.72% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.5% | 0.42% | $384.6万 | 2.0万股 | $268.3万 | 2.0万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 0.43% | 0.02% | $335.2万 | 2.0万股 | $11.8万 | 958股 | +1.9万股+1,959.71% | 加仓 |
 星巴克SBUX |
| 0.42% | 0.44% | $324.4万 | 3.2万股 | $282.9万 | 3.2万股 | +170股+0.54% | 加仓 |
