 英伟达NVDA |
| 6.63% | 7.19% | $4,205.3万 | 21.0万股 | $3,473.3万 | 19.9万股 | +1.1万股+5.53% | 加仓 |
 苹果AAPL |
| 6.02% | 6.27% | $3,818.1万 | 13.2万股 | $3,027.7万 | 11.9万股 | +1.3万股+10.60% | 加仓 |
 微软MSFT |
| 5.83% | 6.91% | $3,693.8万 | 9.9万股 | $3,340.3万 | 9.0万股 | +8,787股+9.74% | 加仓 |
 谷歌AGOOGL |
| 5.05% | 4.74% | $3,202.0万 | 9.0万股 | $2,291.6万 | 8.0万股 | +9,910股+12.44% | 加仓 |
| FFRANKLIN TEMPLETON ETF TR FTSE TAIWANFLTW |
| 4.44% | 4.49% | $2,814.6万 | 26.7万股 | $2,171.1万 | 31.9万股 | -5.2万股-16.33% | 减仓 |
 亚马逊AMZN |
| 3.35% | 3.62% | $2,121.0万 | 8.9万股 | $1,747.1万 | 8.4万股 | +5,103股+6.08% | 加仓 |
 美光科技MU |
| 2.94% | 0.3% | $1,863.4万 | 1.6万股 | $145.3万 | 4,300股 | +1.2万股+275.42% | 加仓 |
 RobinhoodHOOD |
| 2.43% | 1.1% | $1,540.6万 | 15.4万股 | $530.8万 | 7.7万股 | +7.7万股+100.58% | 加仓 |
 AMD超威AMD |
| 2.14% | 0.67% | $1,359.9万 | 2.3万股 | $324.7万 | 1.6万股 | +7,448股+46.66% | 加仓 |
 英特尔INTC |
| 2.09% | 0.04% | $1,327.2万 | 9.5万股 | $21.4万 | 4,850股 | +9.0万股+1,859.79% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.08% | 1.99% | $1,316.0万 | 2.6万股 | $963.2万 | 2.0万股 | +6,200股+30.85% | 加仓 |
 Meta平台META |
| 1.91% | 2.39% | $1,213.9万 | 2.2万股 | $1,152.8万 | 2.0万股 | +1,400股+6.95% | 加仓 |
 特斯拉TSLA |
| 1.79% | 2.58% | $1,135.7万 | 2.7万股 | $1,245.4万 | 3.4万股 | -6,497股-19.39% | 减仓 |
 摩根大通JPM |
| 1.74% | 1.04% | $1,103.1万 | 3.4万股 | $503.0万 | 1.7万股 | +1.7万股+97.08% | 加仓 |
| JJPMORGAN BETABUILDERS CANADA ETFBBCA |
| 1.73% | 2.15% | $1,100.1万 | 11.1万股 | $1,041.0万 | 11.1万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.65% | — | $1,046.6万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 博通AVGO |
| 1.61% | 2.15% | $1,018.4万 | 2.7万股 | $1,041.4万 | 3.4万股 | -6,687股-19.87% | 减仓 |
| IiShares安硕EWA |
| 1.46% | 1.9% | $927.4万 | 32.9万股 | $919.8万 | 33.1万股 | -2,000股-0.60% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.35% | — | $857.0万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 卡特彼勒CAT |
| 1.35% | 0.58% | $853.0万 | 8,010股 | $279.1万 | 3,940股 | +4,070股+103.30% | 加仓 |
 摩根士丹利MS |
| 1.31% | 0.91% | $832.0万 | 4.0万股 | $437.8万 | 2.7万股 | +1.3万股+49.62% | 加仓 |
 联合健康UNH |
| 1.31% | 0.37% | $830.2万 | 2.0万股 | $178.3万 | 6,590股 | +1.3万股+203.11% | 加仓 |
 高盛GS |
| 1.28% | 1.18% | $808.6万 | 7,995股 | $568.5万 | 6,720股 | +1,275股+18.97% | 加仓 |
 礼来LLY |
| 1.25% | 0.76% | $792.8万 | 6,610股 | $367.9万 | 4,000股 | +2,610股+65.25% | 加仓 |
 应用材料AMAT |
| 1.23% | 0.34% | $779.5万 | 1.1万股 | $164.4万 | 4,810股 | +5,971股+124.14% | 加仓 |
 埃克森美孚XOM |
| 1.14% | 2.33% | $724.6万 | 5.3万股 | $1,128.2万 | 6.7万股 | -1.4万股-20.30% | 减仓 |
 OKTA CLASS AOKTA |
| 1.14% | — | $724.5万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 安费诺APH |
| 1.1% | — | $699.4万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 泛林集团LRCX |
| 1.1% | 0.23% | $695.5万 | 1.6万股 | $111.1万 | 5,200股 | +1.1万股+208.65% | 加仓 |
 MONGODB CL AMDB |
| 1.05% | — | $668.4万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| BBANK OF AMERBAC |
| 0.99% | 0.66% | $629.6万 | 11.1万股 | $316.9万 | 6.5万股 | +4.6万股+70.00% | 加仓 |
 台积电TSM |
| 0.99% | 1.89% | $628.7万 | 1.3万股 | $913.7万 | 2.7万股 | -1.4万股-51.31% | 减仓 |
 甲骨文ORCL |
| 0.92% | 0.24% | $584.0万 | 4.0万股 | $114.7万 | 7,800股 | +3.2万股+410.87% | 加仓 |
 默沙东MRK |
| 0.9% | 0.34% | $570.0万 | 4.4万股 | $162.4万 | 1.4万股 | +3.1万股+228.59% | 加仓 |
 可口可乐KO |
| 0.85% | — | $536.4万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| OONTO INNOVATIONONTO |
| 0.84% | — | $535.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 阿里巴巴BABA |
| 0.79% | — | $499.1万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 ALLIANT ENERGY COMLNT |
| 0.78% | 1.54% | $495.9万 | 6.5万股 | $746.3万 | 10.4万股 | -3.9万股-37.50% | 减仓 |
 CloudflareNET |
| 0.77% | — | $488.1万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 Arista网络ANET |
| 0.71% | — | $448.5万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| T赛默飞世尔TMO |
| 0.7% | — | $446.2万 | 8,900股 | $0 | 0股 | +8,900股 | 新买入 |
 VisaV |
| 0.7% | 0.81% | $446.0万 | 1.3万股 | $392.9万 | 1.3万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.63% | 1.15% | $399.2万 | 4.0万股 | $554.1万 | 5.3万股 | -1.3万股-24.13% | 减仓 |
 迈威尔MRVL |
| 0.63% | 0.56% | $398.4万 | 1.3万股 | $272.4万 | 2.8万股 | -1.4万股-51.36% | 减仓 |
 阿斯麦ASML |
| 0.63% | 0.74% | $397.9万 | 2,000股 | $356.6万 | 2,700股 | -700股-25.93% | 减仓 |
 SAP SPON ADRSAP |
| 0.62% | — | $392.1万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 强生JNJ |
| 0.61% | 0.99% | $388.3万 | 1.5万股 | $476.7万 | 2.0万股 | -4,210股-21.59% | 减仓 |
| B纽约梅隆银行BK |
| 0.6% | 0.64% | $382.8万 | 2.6万股 | $308.4万 | 2.6万股 | +470股+1.81% | 加仓 |
| AAMKOR TECHNOLOGYAMKR |
| 0.57% | — | $358.9万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 DatadogDDOG |
| 0.56% | — | $354.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
