| SSPDR标普500 ETFSPY |
| 9.36% | 0.37% | $1,590.6万 | 2.1万股 | $38.5万 | 592股 | +2.1万股+3,497.97% | 加仓 |
| V先锋领航指数基金VOO |
| 9.18% | — | $1,558.5万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 英伟达NVDA |
| 7.07% | 10.49% | $1,200.4万 | 6.0万股 | $1,077.7万 | 6.2万股 | -1,798股-2.91% | 减仓 |
 苹果AAPL |
| 4.06% | 6.01% | $689.7万 | 2.4万股 | $617.4万 | 2.4万股 | -488股-2.01% | 减仓 |
| SSANDISK COMSNDK |
| 3.99% | — | $676.9万 | 2,977股 | $0 | 0股 | +2,977股 | 新买入 |
| IiShares安硕·COREIJR |
| 3.05% | 7.57% | $518.5万 | 3.5万股 | $777.4万 | 6.3万股 | -2.8万股-44.10% | 减仓 |
 美光科技MU |
| 2.11% | — | $358.0万 | 3,101股 | $0 | 0股 | +3,101股 | 新买入 |
 西部数据WDC |
| 1.85% | — | $314.6万 | 4,925股 | $0 | 0股 | +4,925股 | 新买入 |
| IiShares安硕信托IVV |
| 1.75% | 2.54% | $297.5万 | 3,973股 | $260.4万 | 3,987股 | -14股-0.35% | 减仓 |
 希捷STX |
| 1.71% | — | $290.8万 | 3,013股 | $0 | 0股 | +3,013股 | 新买入 |
 应用材料AMAT |
| 1.67% | 0.2% | $283.1万 | 3,916股 | $20.6万 | 602股 | +3,314股+550.50% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.61% | 2.34% | $273.7万 | 3,892股 | $240.2万 | 3,895股 | -3股-0.08% | 减仓 |
 AMD超威AMD |
| 1.59% | — | $270.4万 | 4,655股 | $0 | 0股 | +4,655股 | 新买入 |
 泛林集团LRCX |
| 1.54% | — | $261.2万 | 6,027股 | $0 | 0股 | +6,027股 | 新买入 |
 英特尔INTC |
| 1.52% | — | $258.2万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 微软MSFT |
| 1.52% | 2.49% | $258.0万 | 6,916股 | $255.2万 | 6,894股 | +22股+0.32% | 加仓 |
| TTERADYNETER |
| 1.45% | — | $246.1万 | 5,086股 | $0 | 0股 | +5,086股 | 新买入 |
 PALO ALTOPANW |
| 1.39% | — | $236.1万 | 6,924股 | $0 | 0股 | +6,924股 | 新买入 |
 康宁GLW |
| 1.38% | — | $234.4万 | 9,175股 | $0 | 0股 | +9,175股 | 新买入 |
 科磊KLAC |
| 1.36% | 0.24% | $231.6万 | 7,677股 | $24.1万 | 164股 | +7,513股+4,581.10% | 加仓 |
| CCOMFORT SYS USAFIX |
| 1.33% | — | $226.2万 | 1,141股 | $0 | 0股 | +1,141股 | 新买入 |
 迈威尔MRVL |
| 1.31% | — | $221.7万 | 7,441股 | $0 | 0股 | +7,441股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 1.22% | 2.06% | $206.9万 | 4,135股 | $211.1万 | 4,405股 | -270股-6.13% | 减仓 |
 谷歌AGOOGL |
| 1.22% | 1.61% | $206.7万 | 5,784股 | $165.1万 | 5,740股 | +44股+0.77% | 加仓 |
 慧与HPEHPE |
| 1.18% | — | $201.1万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.1% | — | $187.6万 | 4,348股 | $0 | 0股 | +4,348股 | 新买入 |
 CienaCIEN |
| 1.07% | — | $182.2万 | 3,714股 | $0 | 0股 | +3,714股 | 新买入 |
 LumentumLITE |
| 1.03% | — | $175.6万 | 2,046股 | $0 | 0股 | +2,046股 | 新买入 |
 Arm控股ARM |
| 1% | — | $169.4万 | 4,779股 | $0 | 0股 | +4,779股 | 新买入 |
 相干公司COHR |
| 0.95% | — | $162.0万 | 4,108股 | $0 | 0股 | +4,108股 | 新买入 |
| S嘉信·USSCHX |
| 0.82% | 1.11% | $139.6万 | 4.7万股 | $114.3万 | 4.5万股 | +2,868股+6.43% | 加仓 |
 摩根大通JPM |
| 0.82% | 1.31% | $138.6万 | 4,236股 | $134.4万 | 4,570股 | -334股-7.31% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.76% | 1.18% | $129.7万 | 1.2万股 | $121.2万 | 1.2万股 | 00.00% | 持仓不变 |
 MGE ENERGY COMMGEE |
| 0.68% | 1.01% | $116.1万 | 1.4万股 | $104.2万 | 1.3万股 | +759股+5.63% | 加仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 0.68% | 1.08% | $115.4万 | 2.5万股 | $110.4万 | 2.4万股 | +760股+3.11% | 加仓 |
 特斯拉TSLA |
| 0.66% | 0.96% | $112.8万 | 2,683股 | $98.9万 | 2,661股 | +22股+0.83% | 加仓 |
 沃尔玛WMT |
| 0.64% | 1.2% | $108.2万 | 9,553股 | $123.2万 | 9,917股 | -364股-3.67% | 减仓 |
 亚马逊AMZN |
| 0.63% | 0.88% | $106.6万 | 4,471股 | $90.5万 | 4,344股 | +127股+2.92% | 加仓 |
 强生JNJ |
| 0.63% | 1.08% | $106.4万 | 4,189股 | $110.9万 | 4,535股 | -346股-7.63% | 减仓 |
 博通AVGO |
| 0.58% | 0.78% | $98.7万 | 2,613股 | $80.0万 | 2,584股 | +29股+1.12% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.52% | 0.8% | $89.1万 | 3,422股 | $81.8万 | 3,311股 | +111股+3.35% | 加仓 |
 台积电TSM |
| 0.52% | 0.67% | $88.4万 | 1,850股 | $68.8万 | 2,037股 | -187股-9.18% | 减仓 |
 家得宝HD |
| 0.49% | 0.72% | $83.4万 | 2,364股 | $74.3万 | 2,260股 | +104股+4.60% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.47% | 0.58% | $80.3万 | 9,230股 | $59.8万 | 8,920股 | +310股+3.48% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.47% | 0.67% | $80.3万 | 2,272股 | $69.0万 | 2,405股 | -133股-5.53% | 减仓 |
 KROGER COMKR |
| 0.45% | 1.03% | $76.0万 | 1.4万股 | $105.9万 | 1.5万股 | -950股-6.49% | 减仓 |
 思科CSCO |
| 0.4% | 0.32% | $68.4万 | 5,827股 | $32.6万 | 4,199股 | +1,628股+38.77% | 加仓 |
| V先锋领航·MIDVO |
| 0.39% | 0.58% | $66.8万 | 8,296股 | $59.9万 | 2,087股 | +6,209股+297.51% | 加仓 |
 Arista网络ANET |
| 0.37% | 0.48% | $63.4万 | 3,734股 | $49.4万 | 4,027股 | -293股-7.28% | 减仓 |
 FIVE STAR BANCORPFSBC |
| 0.37% | — | $62.8万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
