 英伟达NVDA |
| 3.89% | 3.06% | $853.2万 | 4.3万股 | $572.3万 | 3.3万股 | +9,825股+29.94% | 加仓 |
| IiShares安硕信托AGG |
| 3.65% | 4.3% | $802.1万 | 8.1万股 | $805.7万 | 8.1万股 | -129股-0.16% | 减仓 |
| SSPDR道富系列信托BIL |
| 3.55% | 5.54% | $778.6万 | 8.5万股 | $1,037.1万 | 11.3万股 | -2.8万股-24.92% | 减仓 |
| VVanEck Russia ETFBBH |
| 3.41% | 3.79% | $748.5万 | 7.2万股 | $709.6万 | 7.3万股 | -1,386股-1.89% | 减仓 |
 苹果AAPL |
| 3.36% | 2.39% | $737.7万 | 2.5万股 | $447.8万 | 1.8万股 | +7,848股+44.48% | 加仓 |
 应用材料AMAT |
| 3.05% | 1.98% | $669.9万 | 9,265股 | $370.1万 | 1.1万股 | -1,565股-14.45% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.04% | 2.17% | $667.4万 | 1.9万股 | $407.4万 | 1.4万股 | +4,687股+33.00% | 加仓 |
| IiShares安硕信托TLT |
| 2.87% | 3.22% | $630.9万 | 7.3万股 | $603.9万 | 7.0万股 | +3,339股+4.79% | 加仓 |
 微软MSFT |
| 2.81% | 1.79% | $616.0万 | 1.7万股 | $336.1万 | 9,080股 | +7,434股+81.87% | 加仓 |
 科磊KLAC |
| 2.8% | 2.22% | $614.7万 | 2.0万股 | $415.0万 | 2,818股 | +1.8万股+622.96% | 加仓 |
 亚马逊AMZN |
| 2.37% | 1.98% | $519.3万 | 2.2万股 | $370.3万 | 1.8万股 | +4,007股+22.53% | 加仓 |
 阿斯麦ASML |
| 2.25% | 2.07% | $493.6万 | 2,481股 | $387.0万 | 2,930股 | -449股-15.32% | 减仓 |
| J骏利Detroit策略信托VNLA |
| 2.08% | 2.52% | $456.6万 | 9.3万股 | $472.3万 | 9.7万股 | -3,239股-3.35% | 减仓 |
 博通AVGO |
| 1.97% | 1.55% | $433.2万 | 1.1万股 | $290.1万 | 9,372股 | +2,096股+22.36% | 加仓 |
 Arista网络ANET |
| 1.93% | 1.63% | $423.9万 | 2.5万股 | $305.2万 | 2.5万股 | +95股+0.38% | 加仓 |
| IiShares安硕信托SGOV |
| 1.75% | — | $384.8万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 台积电TSM |
| 1.75% | 1.46% | $383.5万 | 8,030股 | $273.2万 | 8,083股 | -53股-0.66% | 减仓 |
 Meta平台META |
| 1.63% | 1.47% | $357.3万 | 6,343股 | $275.3万 | 4,812股 | +1,531股+31.82% | 加仓 |
 PALO ALTOPANW |
| 1.61% | 1.46% | $354.1万 | 1.0万股 | $273.1万 | 1.7万股 | -6,652股-39.05% | 减仓 |
 特斯拉TSLA |
| 1.55% | 1.29% | $341.2万 | 8,112股 | $242.5万 | 6,522股 | +1,590股+24.38% | 加仓 |
 VisaV |
| 1.55% | 1.57% | $340.9万 | 9,937股 | $293.8万 | 9,721股 | +216股+2.22% | 加仓 |
 ExpediaEXPE |
| 1.48% | 1.56% | $325.0万 | 2.0万股 | $292.3万 | 2.0万股 | -471股-2.31% | 减仓 |
 万事达MA |
| 1.46% | 1.55% | $319.6万 | 6,224股 | $290.2万 | 5,808股 | +416股+7.16% | 加仓 |
 摩根大通JPM |
| 1.39% | 1.43% | $306.2万 | 9,353股 | $268.6万 | 9,131股 | +222股+2.43% | 加仓 |
 BOOKING COMBKNG |
| 1.37% | 1.22% | $301.8万 | 1.7万股 | $228.6万 | 543股 | +1.6万股+3,018.42% | 加仓 |
 洛克希德马丁LMT |
| 1.33% | 1.75% | $291.9万 | 5,729股 | $327.8万 | 5,424股 | +305股+5.62% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.33% | 1.27% | $291.3万 | 1,716股 | $237.4万 | 1,373股 | +343股+24.98% | 加仓 |
 LOWES COS COMLOW |
| 1.33% | 1.65% | $291.1万 | 1.3万股 | $309.6万 | 1.3万股 | +103股+0.79% | 加仓 |
 联合包裹UPSUPS |
| 1.32% | 1.1% | $289.3万 | 2.7万股 | $206.3万 | 2.1万股 | +5,948股+28.37% | 加仓 |
| PPIMCO太平洋投资管理ETFBILZ |
| 1.31% | 1.1% | $286.9万 | 2.8万股 | $206.9万 | 2.0万股 | +7,932股+38.70% | 加仓 |
 福泰制药VRTX |
| 1.25% | 1.54% | $274.9万 | 5,534股 | $288.6万 | 6,463股 | -929股-14.37% | 减仓 |
| T赛默飞世尔TMO |
| 1.25% | 1.5% | $273.8万 | 5,460股 | $280.1万 | 5,698股 | -238股-4.18% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.2% | 1.17% | $263.0万 | 5,255股 | $218.5万 | 4,559股 | +696股+15.27% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.19% | 1.55% | $262.3万 | 2.1万股 | $289.9万 | 1.8万股 | +2,874股+15.59% | 加仓 |
 联合健康UNH |
| 1.16% | 1.07% | $254.6万 | 6,125股 | $200.7万 | 7,417股 | -1,292股-17.42% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.16% | 1.42% | $253.9万 | 2.8万股 | $265.9万 | 4.1万股 | -1.3万股-32.34% | 减仓 |
 飞塔FTNT |
| 1.15% | 1.45% | $251.8万 | 1.6万股 | $271.8万 | 3.3万股 | -1.7万股-50.72% | 减仓 |
 埃克森美孚XOM |
| 1.06% | 1.56% | $233.7万 | 1.7万股 | $292.9万 | 1.7万股 | -174股-1.01% | 减仓 |
 雷神技术RTX |
| 1.05% | 1.25% | $231.4万 | 1.2万股 | $235.1万 | 1.2万股 | +11股+0.09% | 加仓 |
 强生JNJ |
| 1.05% | 1.28% | $229.8万 | 9,047股 | $239.3万 | 9,791股 | -744股-7.60% | 减仓 |
 达美乐披萨DPZ |
| 1.02% | 1.15% | $223.4万 | 7,547股 | $214.9万 | 5,990股 | +1,557股+25.99% | 加仓 |
| BBANK OF AMERBAC |
| 0.99% | 1% | $217.6万 | 3.8万股 | $186.5万 | 3.8万股 | -73股-0.19% | 减仓 |
| PPimco Active Bond ETFBOND |
| 0.99% | 0.62% | $216.3万 | 2.3万股 | $116.2万 | 1.3万股 | +1.1万股+86.24% | 加仓 |
 安桥ENB |
| 0.94% | 1.11% | $207.1万 | 3.8万股 | $208.8万 | 3.9万股 | -366股-0.95% | 减仓 |
 AMD超威AMD |
| 0.94% | 0.64% | $206.6万 | 3,556股 | $119.3万 | 5,866股 | -2,310股-39.38% | 减仓 |
 宝洁PG |
| 0.93% | 1.06% | $204.8万 | 1.4万股 | $197.7万 | 1.4万股 | +281股+2.05% | 加仓 |
 AMGEN COMAMGN |
| 0.93% | 1.05% | $204.0万 | 5,633股 | $197.0万 | 5,600股 | +33股+0.59% | 加仓 |
 联合太平洋铁路UNP |
| 0.92% | 0.98% | $203.0万 | 7,463股 | $183.3万 | 7,557股 | -94股-1.24% | 减仓 |
| N新纪元能源NEE |
| 0.91% | 1.14% | $200.2万 | 2.3万股 | $213.9万 | 2.3万股 | -222股-0.96% | 减仓 |
 VeevaVEEV |
| 0.87% | 1.08% | $190.2万 | 1.1万股 | $202.8万 | 1.2万股 | -828股-7.17% | 减仓 |
