 英伟达NVDA |
| 13.55% | 15.54% | $3,419.3万 | 17.1万股 | $3,049.3万 | 17.5万股 | -3,958股-2.26% | 减仓 |
 美光科技MU |
| 6.35% | 1.97% | $1,602.9万 | 1.4万股 | $386.5万 | 1.1万股 | +2,447股+21.39% | 加仓 |
 谷歌AGOOGL |
| 4.98% | 5.18% | $1,255.8万 | 3.5万股 | $1,017.4万 | 3.5万股 | -238股-0.67% | 减仓 |
| RROCKET LAB COMRKLB |
| 4.85% | 3.78% | $1,224.7万 | 12.0万股 | $742.1万 | 11.6万股 | +4,926股+4.26% | 加仓 |
 苹果AAPL |
| 3.86% | 4.36% | $975.2万 | 3.4万股 | $856.0万 | 3.4万股 | -27股-0.08% | 减仓 |
 博通AVGO |
| 3.21% | 3.4% | $809.2万 | 2.1万股 | $666.8万 | 2.2万股 | -121股-0.56% | 减仓 |
 亚马逊AMZN |
| 3.19% | 3.55% | $805.6万 | 3.4万股 | $697.4万 | 3.3万股 | +316股+0.94% | 加仓 |
 CrowdStrikeCRWD |
| 2.91% | 1.9% | $735.1万 | 9,632股 | $373.6万 | 9,569股 | +63股+0.66% | 加仓 |
 微软MSFT |
| 2.5% | 3.38% | $631.4万 | 1.7万股 | $662.8万 | 1.8万股 | -981股-5.48% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.06% | 2.14% | $519.9万 | 1.5万股 | $420.0万 | 1.5万股 | +71股+0.48% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.64% | 2.03% | $413.2万 | 8.1万股 | $397.7万 | 7.8万股 | +2,871股+3.68% | 加仓 |
 Arista网络ANET |
| 1.57% | 1.42% | $395.0万 | 2.3万股 | $277.8万 | 2.3万股 | +622股+2.75% | 加仓 |
 天弘CLS |
| 1.42% | 1.4% | $358.4万 | 9,824股 | $275.3万 | 9,773股 | +51股+0.52% | 加仓 |
 伊顿ETN |
| 1.3% | 1.41% | $327.3万 | 7,682股 | $277.3万 | 7,753股 | -71股-0.92% | 减仓 |
 VanEck ETF信托SMH |
| 1.29% | 0.89% | $324.7万 | 4,951股 | $175.4万 | 4,575股 | +376股+8.22% | 加仓 |
| J骏利亨德森JAAA |
| 1.16% | 1.23% | $293.1万 | 5.8万股 | $242.1万 | 4.8万股 | +9,979股+20.76% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 1.07% | 1.37% | $270.4万 | 15.1万股 | $268.0万 | 15.1万股 | +268股+0.18% | 加仓 |
 阿斯麦ASML |
| 0.92% | 0.79% | $232.5万 | 1,169股 | $154.3万 | 1,168股 | +1股+0.09% | 加仓 |
 雷神技术RTX |
| 0.92% | 1.21% | $232.0万 | 1.2万股 | $238.0万 | 1.2万股 | -107股-0.87% | 减仓 |
 礼来LLY |
| 0.92% | 0.54% | $231.7万 | 1,932股 | $106.6万 | 1,159股 | +773股+66.70% | 加仓 |
 GE VernovaGEV |
| 0.89% | 0.8% | $225.2万 | 1,917股 | $157.6万 | 1,806股 | +111股+6.15% | 加仓 |
| IiShares安硕信托DVY |
| 0.84% | 1.08% | $212.1万 | 1.4万股 | $211.2万 | 1.4万股 | -375股-2.69% | 减仓 |
| IiShares安硕IEMG |
| 0.84% | 0.91% | $211.4万 | 2.6万股 | $178.3万 | 2.6万股 | -36股-0.14% | 减仓 |
| AAPPLOVINAPP |
| 0.83% | 0.9% | $209.1万 | 4,059股 | $175.7万 | 4,413股 | -354股-8.02% | 减仓 |
| IiShares安硕·COREIJH |
| 0.83% | 0.97% | $208.8万 | 2.7万股 | $190.6万 | 2.8万股 | -1,153股-4.08% | 减仓 |
 迈威尔MRVL |
| 0.82% | 0.28% | $207.1万 | 6,951股 | $54.1万 | 5,465股 | +1,486股+27.19% | 加仓 |
 摩根大通JPM |
| 0.8% | 0.88% | $202.3万 | 6,181股 | $172.0万 | 5,845股 | +336股+5.75% | 加仓 |
 AMD超威AMD |
| 0.8% | 0.32% | $200.6万 | 3,454股 | $62.8万 | 3,089股 | +365股+11.82% | 加仓 |
 特灵科技TT |
| 0.79% | 0.86% | $200.0万 | 4,071股 | $168.0万 | 4,030股 | +41股+1.02% | 加仓 |
 PALO ALTOPANW |
| 0.77% | 0.46% | $194.1万 | 5,691股 | $90.3万 | 5,631股 | +60股+1.07% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.77% | 0.86% | $193.7万 | 2,594股 | $169.1万 | 2,600股 | -6股-0.23% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.75% | 0.8% | $189.0万 | 1.0万股 | $157.7万 | 1.0万股 | -118股-1.16% | 减仓 |
| IiShares安硕·COREIJR |
| 0.74% | 0.82% | $187.5万 | 1.3万股 | $161.5万 | 1.3万股 | -349股-2.69% | 减仓 |
| SSPDR黄金信托GLD |
| 0.74% | 1.06% | $185.8万 | 5,044股 | $207.6万 | 4,824股 | +220股+4.56% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.66% | — | $165.4万 | 8,191股 | $0 | 0股 | +8,191股 | 新买入 |
| IiShares安硕信托TIP |
| 0.62% | 0.8% | $155.3万 | 1.4万股 | $156.9万 | 1.4万股 | -32股-0.23% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.77% | $153.3万 | 3,064股 | $151.1万 | 3,154股 | -90股-2.85% | 减仓 |
 泛林集团LRCX |
| 0.61% | 0.39% | $153.1万 | 3,533股 | $76.2万 | 3,565股 | -32股-0.90% | 减仓 |
| I景顺QQQ信托VOO |
| 0.58% | 0.59% | $147.2万 | 1,999股 | $115.7万 | 2,004股 | -5股-0.25% | 减仓 |
| G通用动力VTI |
| 0.58% | 0.63% | $145.9万 | 3,942股 | $123.3万 | 3,843股 | +99股+2.58% | 加仓 |
 万事达MA |
| 0.57% | 0.72% | $143.3万 | 2,791股 | $141.9万 | 2,840股 | -49股-1.73% | 减仓 |
| AASTERA LABSALAB |
| 0.57% | 0.15% | $142.7万 | 2,955股 | $30.4万 | 2,775股 | +180股+6.49% | 加仓 |
 应用材料AMAT |
| 0.56% | 0.34% | $142.4万 | 1,970股 | $67.3万 | 1,970股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.56% | 0.5% | $140.3万 | 1,948股 | $98.8万 | 1,800股 | +148股+8.22% | 加仓 |
 波音BA |
| 0.55% | 0.7% | $139.6万 | 6,450股 | $137.8万 | 6,925股 | -475股-6.86% | 减仓 |
 Arm控股ARM |
| 0.55% | — | $138.8万 | 3,916股 | $0 | 0股 | +3,916股 | 新买入 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.5% | 0.65% | $126.1万 | 2.6万股 | $127.7万 | 2.6万股 | -225股-0.85% | 减仓 |
| IiShares安硕信托SHV |
| 0.48% | 0.61% | $120.4万 | 1.1万股 | $119.4万 | 1.1万股 | +96股+0.89% | 加仓 |
 艾伯维ABBV |
| 0.48% | 0.53% | $120.3万 | 4,782股 | $103.9万 | 4,775股 | +7股+0.15% | 加仓 |
| AARGANAGX |
| 0.47% | 0.4% | $119.8万 | 1,500股 | $79.0万 | 1,450股 | +50股+3.45% | 加仓 |
