| TTEMPUS AITEM |
| 8.05% | 12.37% | $1.40亿 | 241.1万股 | $2.99亿 | 661.1万股 | -420.0万股-63.53% | 减仓 |
 英伟达NVDA |
| 6.22% | 5.52% | $1.08亿 | 53.9万股 | $1.33亿 | 76.5万股 | -22.6万股-29.53% | 减仓 |
 苹果AAPL |
| 4.07% | 3.73% | $7,063.2万 | 24.4万股 | $9,016.7万 | 35.5万股 | -11.1万股-31.30% | 减仓 |
 谷歌AGOOGL |
| 3.96% | 6.1% | $6,870.0万 | 19.2万股 | $1.47亿 | 51.2万股 | -32.0万股-62.48% | 减仓 |
| IiShares安硕信托IVV |
| 3.5% | 1.59% | $6,066.9万 | 8.1万股 | $3,849.8万 | 5.9万股 | +2.2万股+37.46% | 加仓 |
 微软MSFT |
| 3.15% | 2.69% | $5,469.1万 | 14.7万股 | $6,499.9万 | 17.6万股 | -2.9万股-16.50% | 减仓 |
 亚马逊AMZN |
| 2.87% | 2.14% | $4,976.1万 | 20.9万股 | $5,166.0万 | 24.8万股 | -3.9万股-15.83% | 减仓 |
| I景顺QQQ信托VOO |
| 2.19% | 1.15% | $3,792.1万 | 5.1万股 | $2,766.7万 | 4.8万股 | +3,559股+7.42% | 加仓 |
 博通AVGO |
| 1.78% | 1.16% | $3,093.1万 | 8.2万股 | $2,791.6万 | 9.0万股 | -8,311股-9.21% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.65% | 1.38% | $2,867.4万 | 3.8万股 | $3,341.6万 | 5.1万股 | -1.3万股-25.27% | 减仓 |
 Meta平台META |
| 1.62% | 8.5% | $2,801.5万 | 5.0万股 | $2.05亿 | 35.9万股 | -30.9万股-86.15% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.51% | 4.39% | $2,621.1万 | 7.4万股 | $1.06亿 | 37.0万股 | -29.6万股-79.94% | 减仓 |
| SSAMSARA INC CLASS AIOT |
| 1.47% | 1.05% | $2,556.7万 | 78.8万股 | $2,532.7万 | 79.9万股 | -1.1万股-1.36% | 减仓 |
 礼来LLY |
| 1.27% | 0.76% | $2,198.3万 | 1.8万股 | $1,824.5万 | 2.0万股 | -1,509股-7.61% | 减仓 |
| V先锋领航指数基金VOO |
| 1.16% | 0.61% | $2,018.4万 | 2.9万股 | $1,465.5万 | 2.5万股 | +4,863股+19.83% | 加仓 |
 VisaV |
| 1.04% | 0.73% | $1,806.7万 | 5.3万股 | $1,755.0万 | 5.8万股 | -5,407股-9.31% | 减仓 |
| SSPDR黄金信托GLD |
| 0.96% | 0.82% | $1,671.9万 | 4.5万股 | $1,984.9万 | 4.6万股 | -744股-1.61% | 减仓 |
 泛林集团LRCX |
| 0.87% | 0.31% | $1,500.9万 | 3.5万股 | $743.7万 | 3.5万股 | -170股-0.49% | 减仓 |
 QUANTA SVCSPWR |
| 0.82% | 0.46% | $1,426.0万 | 2.0万股 | $1,101.4万 | 2.0万股 | -257股-1.28% | 减仓 |
 赛富时CRM |
| 0.77% | 2.18% | $1,333.2万 | 8.5万股 | $5,258.1万 | 28.2万股 | -19.7万股-69.79% | 减仓 |
 摩根大通JPM |
| 0.74% | 0.63% | $1,284.5万 | 3.9万股 | $1,522.0万 | 5.2万股 | -1.2万股-24.15% | 减仓 |
 PALO ALTOPANW |
| 0.72% | 0.26% | $1,242.4万 | 3.6万股 | $631.5万 | 3.9万股 | -2,961股-7.52% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.71% | 0.33% | $1,236.1万 | 10.0万股 | $793.7万 | 1.9万股 | +8.1万股+434.81% | 加仓 |
 ServiceNowNOW |
| 0.65% | 0.48% | $1,132.7万 | 11.4万股 | $1,167.0万 | 11.2万股 | +2,468股+2.21% | 加仓 |
 台积电TSM |
| 0.64% | 0.49% | $1,117.8万 | 2.3万股 | $1,191.9万 | 3.5万股 | -1.2万股-33.63% | 减仓 |
| G通用动力VTI |
| 0.63% | 0.46% | $1,098.8万 | 3.0万股 | $1,105.6万 | 3.4万股 | -4,769股-13.84% | 减仓 |
| V先锋领航指数基金VUG |
| 0.62% | 0.44% | $1,082.0万 | 12.6万股 | $1,061.8万 | 2.4万股 | +10.1万股+416.76% | 加仓 |
 派克汉尼汾PH |
| 0.6% | 0.39% | $1,041.0万 | 1.1万股 | $952.4万 | 1.1万股 | +5股+0.05% | 加仓 |
 美光科技MU |
| 0.6% | 0.14% | $1,038.1万 | 8,993股 | $342.4万 | 1.0万股 | -1,141股-11.26% | 减仓 |
 好市多COST |
| 0.59% | 0.5% | $1,031.5万 | 1.1万股 | $1,202.0万 | 1.2万股 | -1,036股-8.59% | 减仓 |
 TJXTJX |
| 0.59% | 0.48% | $1,028.0万 | 6.8万股 | $1,167.7万 | 7.3万股 | -5,261股-7.20% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.59% | 0.35% | $1,017.5万 | 2.5万股 | $843.0万 | 2.4万股 | +1,204股+5.09% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.56% | 0.39% | $978.8万 | 4.1万股 | $945.5万 | 4.4万股 | -2,602股-5.92% | 减仓 |
| IiShares安硕信托IVW |
| 0.56% | 0.36% | $969.7万 | 7.1万股 | $874.5万 | 7.7万股 | -6,805股-8.80% | 减仓 |
| DDOORDASHDASH |
| 0.56% | 0.37% | $969.4万 | 5.3万股 | $883.5万 | 5.9万股 | -6,308股-10.72% | 减仓 |
| IiShares安硕信托DGRO |
| 0.54% | 0.24% | $936.8万 | 12.4万股 | $587.3万 | 8.4万股 | +4.0万股+47.69% | 加仓 |
 艾伯维ABBV |
| 0.54% | 0.36% | $933.6万 | 3.7万股 | $859.1万 | 4.0万股 | -2,399股-6.07% | 减仓 |
 AMD超威AMD |
| 0.53% | 0.14% | $918.1万 | 1.6万股 | $329.8万 | 1.6万股 | -407股-2.51% | 减仓 |
 CrowdStrikeCRWD |
| 0.48% | 0.21% | $833.3万 | 1.1万股 | $498.2万 | 1.3万股 | -1,841股-14.43% | 减仓 |
 德州仪器TXN |
| 0.48% | 0.26% | $825.2万 | 2.8万股 | $629.4万 | 3.2万股 | -4,734股-14.60% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.47% | 0.36% | $823.7万 | 11股 | $861.8万 | 12股 | -1股-8.33% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.78% | $801.1万 | 1.6万股 | $1,882.2万 | 3.9万股 | -2.3万股-59.24% | 减仓 |
| IiShares安硕·COREIJH |
| 0.46% | 0.35% | $796.1万 | 10.3万股 | $846.0万 | 12.5万股 | -2.2万股-17.60% | 减仓 |
 伊顿ETN |
| 0.45% | 0.29% | $777.9万 | 1.8万股 | $700.3万 | 2.0万股 | -1,324股-6.76% | 减仓 |
 Arista网络ANET |
| 0.43% | 0.59% | $748.3万 | 4.4万股 | $1,414.3万 | 11.5万股 | -7.1万股-61.76% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.43% | 0.26% | $743.2万 | 10.4万股 | $633.4万 | 9.9万股 | +5,463股+5.53% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.42% | 0.25% | $731.6万 | 1.8万股 | $595.0万 | 1.9万股 | -281股-1.50% | 减仓 |
 特斯拉TSLA |
| 0.42% | 1.7% | $726.1万 | 1.7万股 | $4,104.5万 | 11.0万股 | -9.3万股-84.36% | 减仓 |
 第一资本COF |
| 0.41% | 0.18% | $705.7万 | 3.5万股 | $446.3万 | 2.4万股 | +1.1万股+43.79% | 加仓 |
| TThe 2023 ETF Ser TR Eagle Cap Select Equity ETFEAGL |
| 0.4% | 0.31% | $700.4万 | 21.8万股 | $759.3万 | 25.0万股 | -3.2万股-12.78% | 减仓 |
