 英伟达NVDA |
| 8.47% | 8.32% | $9,524.7万 | 47.6万股 | $8,247.2万 | 47.3万股 | +3,135股+0.66% | 加仓 |
 亚马逊AMZN |
| 4.38% | 4.34% | $4,927.2万 | 20.7万股 | $4,305.5万 | 20.7万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 3.99% | 3.68% | $4,490.3万 | 12.7万股 | $3,645.6万 | 12.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 3.25% | 3.83% | $3,659.4万 | 12.6万股 | $3,802.7万 | 15.0万股 | -2.3万股-15.60% | 减仓 |
 微软MSFT |
| 3.23% | 3.64% | $3,634.0万 | 9.7万股 | $3,606.2万 | 9.7万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 3.23% | 1.27% | $3,632.0万 | 6.3万股 | $1,262.6万 | 6.2万股 | +454股+0.73% | 加仓 |
 科磊KLAC |
| 3.09% | 1.71% | $3,473.2万 | 11.5万股 | $1,691.8万 | 1.1万股 | +10.4万股+901.88% | 加仓 |
 Meta平台META |
| 2.74% | 3.07% | $3,085.3万 | 5.5万股 | $3,041.4万 | 5.3万股 | +1,613股+3.03% | 加仓 |
 博通AVGO |
| 2.29% | 1.39% | $2,571.1万 | 6.8万股 | $1,379.5万 | 4.5万股 | +2.3万股+52.70% | 加仓 |
 CrowdStrikeCRWD |
| 2% | 1.16% | $2,243.6万 | 2.9万股 | $1,147.8万 | 2.9万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 1.88% | 1% | $2,113.0万 | 6.2万股 | $993.4万 | 6.2万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 1.82% | 2.41% | $2,049.3万 | 5.6万股 | $2,393.7万 | 5.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.76% | 1.61% | $1,979.6万 | 5.5万股 | $1,592.9万 | 5.5万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.73% | 1.72% | $1,941.2万 | 5.7万股 | $1,710.1万 | 5.7万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 1.66% | 0.92% | $1,866.5万 | 4.3万股 | $914.4万 | 4.3万股 | +279股+0.65% | 加仓 |
 礼来LLY |
| 1.47% | 1.28% | $1,653.2万 | 1.4万股 | $1,267.7万 | 1.4万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 1.46% | 1.24% | $1,645.8万 | 4.9万股 | $1,231.7万 | 4.9万股 | 00.00% | 持仓不变 |
 Targa资源TRGP |
| 1.37% | 1.45% | $1,541.7万 | 5.7万股 | $1,441.6万 | 5.7万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 1.21% | 1.73% | $1,365.4万 | 11.7万股 | $1,712.0万 | 11.7万股 | 00.00% | 持仓不变 |
| WWESTERN MIDSTREAM PAR LPWES |
| 1.17% | 1.25% | $1,317.3万 | 30.1万股 | $1,239.3万 | 30.1万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 1.16% | 0.95% | $1,310.0万 | 7.7万股 | $946.8万 | 7.7万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 1.16% | 0.62% | $1,306.2万 | 1.8万股 | $611.5万 | 1.8万股 | +177股+0.99% | 加仓 |
 安费诺APH |
| 1% | 0.82% | $1,128.9万 | 6.4万股 | $809.0万 | 6.4万股 | 00.00% | 持仓不变 |
| FFRANKLIN TEMPLETON ETF TR FTSE TAIWANFLTW |
| 0.97% | 0.71% | $1,089.1万 | 10.3万股 | $702.9万 | 10.3万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.96% | 1.15% | $1,080.1万 | 10.9万股 | $1,137.5万 | 10.9万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.94% | 0.94% | $1,056.4万 | 2.5万股 | $933.7万 | 2.5万股 | 00.00% | 持仓不变 |
 希尔顿HLT |
| 0.9% | 0.93% | $1,007.0万 | 3.0万股 | $926.6万 | 3.0万股 | 00.00% | 持仓不变 |
 DatadogDDOG |
| 0.89% | 0.3% | $1,001.4万 | 3.8万股 | $294.7万 | 2.5万股 | +1.4万股+54.08% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.89% | 0.74% | $996.5万 | 2.7万股 | $730.0万 | 2.6万股 | +278股+1.06% | 加仓 |
 切尼尔能源LNG |
| 0.86% | 1.16% | $969.2万 | 4.1万股 | $1,150.7万 | 4.1万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.83% | 0.63% | $934.5万 | 2.0万股 | $621.2万 | 1.8万股 | +1,188股+6.46% | 加仓 |
 万事达MA |
| 0.81% | 0.89% | $911.9万 | 1.8万股 | $887.1万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托MCHI |
| 0.78% | 0.97% | $874.6万 | 17.1万股 | $962.9万 | 17.1万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.72% | 1.1% | $808.7万 | 11.3万股 | $1,089.0万 | 11.3万股 | 00.00% | 持仓不变 |
 MONOLITHIC PWR SYSMPWR |
| 0.7% | 0.63% | $785.9万 | 5,685股 | $621.6万 | 5,685股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 0.67% | 0.52% | $752.1万 | 7.5万股 | $519.7万 | 7.5万股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.64% | 0.75% | $724.1万 | 19.7万股 | $745.3万 | 19.7万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.64% | 0.54% | $715.8万 | 6,093股 | $531.9万 | 6,093股 | 00.00% | 持仓不变 |
 飞塔FTNT |
| 0.58% | 0.35% | $657.0万 | 4.3万股 | $349.5万 | 4.3万股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.58% | 0.66% | $650.1万 | 7.1万股 | $651.6万 | 7.1万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.56% | — | $624.8万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| IiShares黄金信托IAU |
| 0.5% | 0.67% | $567.5万 | 7.5万股 | $662.6万 | 7.5万股 | 00.00% | 持仓不变 |
 AIRBNB COM CL AABNB |
| 0.48% | 0.48% | $543.6万 | 3.8万股 | $479.7万 | 3.8万股 | 00.00% | 持仓不变 |
| EENERGY TRANSFER L PET |
| 0.48% | 0.55% | $540.6万 | 28.3万股 | $545.7万 | 28.3万股 | 00.00% | 持仓不变 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.46% | 0.36% | $517.8万 | 2.1万股 | $354.1万 | 1.8万股 | +2,786股+15.54% | 加仓 |
 雪佛龙CVX |
| 0.46% | 0.65% | $516.2万 | 3.1万股 | $644.3万 | 3.1万股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.44% | 0.57% | $496.4万 | 6,569股 | $568.5万 | 6,569股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.43% | 0.14% | $485.3万 | 4,204股 | $138.6万 | 4,104股 | +100股+2.44% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.43% | 0.39% | $479.7万 | 1.4万股 | $386.9万 | 1.4万股 | 00.00% | 持仓不变 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.41% | 0.44% | $463.8万 | 3.9万股 | $436.8万 | 3.9万股 | 00.00% | 持仓不变 |
