 微软MSFT |
| 6.08% | 6.1% | $866.0万 | 1.7万股 | $827.1万 | 1.7万股 | +91股+0.55% | 加仓 |
 英伟达NVDA |
| 5.14% | 4.54% | $732.2万 | 3.9万股 | $616.1万 | 3.9万股 | +246股+0.63% | 加仓 |
 苹果AAPL |
| 5.07% | 4.48% | $721.6万 | 2.8万股 | $607.7万 | 3.0万股 | -1,280股-4.32% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 3.86% | — | $549.9万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 Meta平台META |
| 3.56% | 4.04% | $507.4万 | 6,909股 | $547.8万 | 7,422股 | -513股-6.91% | 减仓 |
 芝加哥商品交易所CME |
| 3.47% | 3.72% | $494.4万 | 1.8万股 | $504.4万 | 1.8万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 3.1% | 3.72% | $441.4万 | 7,178股 | $504.7万 | 9,538股 | -2,360股-24.74% | 减仓 |
 亚马逊AMZN |
| 2.8% | 3.1% | $399.1万 | 1.8万股 | $419.7万 | 1.9万股 | -955股-4.99% | 减仓 |
 AMETEK COMAME |
| 2.79% | 2.95% | $398.0万 | 2.1万股 | $399.7万 | 2.2万股 | -915股-4.14% | 减仓 |
| FFUNDSTRAT GRANNYGRNY |
| 2.72% | — | $387.0万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 VertivVRT |
| 2.45% | 2.53% | $348.9万 | 2.3万股 | $343.3万 | 2.7万股 | -3,606股-13.49% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.44% | — | $347.5万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| TTidal·TRUST IDUNK |
| 2.3% | — | $328.1万 | 12.9万股 | $0 | 0股 | +12.9万股 | 新买入 |
 PALO ALTOPANW |
| 2.21% | 2.45% | $314.4万 | 1.5万股 | $331.9万 | 1.6万股 | -776股-4.79% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.16% | 1.64% | $308.3万 | 1.3万股 | $222.7万 | 1.3万股 | +103股+0.82% | 加仓 |
 优步UBER |
| 2.04% | 2.15% | $291.0万 | 3.0万股 | $291.5万 | 3.1万股 | -1,540股-4.93% | 减仓 |
| F第一信托交易所交易基金FPX |
| 1.92% | 1.49% | $272.8万 | 1.8万股 | $202.3万 | 1.5万股 | +3,500股+24.05% | 加仓 |
 Arista网络ANET |
| 1.8% | 1.68% | $255.7万 | 1.8万股 | $228.4万 | 2.2万股 | -4,780股-21.41% | 减仓 |
 ServiceNowNOW |
| 1.75% | 1.66% | $249.3万 | 2,709股 | $224.7万 | 2,186股 | +523股+23.92% | 加仓 |
 思科CSCO |
| 1.74% | 1.78% | $248.0万 | 3.6万股 | $242.0万 | 3.5万股 | +1,374股+3.94% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.73% | 2.15% | $246.4万 | 4,901股 | $291.6万 | 6,003股 | -1,102股-18.36% | 减仓 |
| PPACER GLOBAL CASH COWS DIVIDEND ETFGCOW |
| 1.67% | 1.68% | $237.7万 | 6.0万股 | $227.8万 | 6.0万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 1.49% | 1.73% | $212.7万 | 7,072股 | $234.8万 | 9,123股 | -2,051股-22.48% | 减仓 |
 NETFLIXNFLX |
| 1.38% | 1.64% | $195.9万 | 1,634股 | $222.6万 | 1,662股 | -28股-1.68% | 减仓 |
 博通AVGO |
| 1.35% | 1% | $192.9万 | 5,847股 | $135.5万 | 4,915股 | +932股+18.96% | 加仓 |
| F第一信托交易所交易基金FXO |
| 1.29% | 0.8% | $183.3万 | 3.1万股 | $108.1万 | 1.9万股 | +1.2万股+60.05% | 加仓 |
 NubankNU |
| 1.28% | 1.22% | $182.3万 | 11.4万股 | $164.7万 | 12.0万股 | -6,221股-5.18% | 减仓 |
 卡特彼勒CAT |
| 1.17% | 1.07% | $166.9万 | 3,497股 | $145.2万 | 3,741股 | -244股-6.52% | 减仓 |
 ADPADP |
| 1.1% | 1.29% | $157.1万 | 5,351股 | $174.3万 | 5,651股 | -300股-5.31% | 减仓 |
 帕兰提尔PLTR |
| 1.07% | 0.98% | $152.8万 | 8,377股 | $133.3万 | 9,776股 | -1,399股-14.31% | 减仓 |
 波音BA |
| 1.04% | 0.98% | $147.6万 | 6,839股 | $132.3万 | 6,316股 | +523股+8.28% | 加仓 |
 福泰制药VRTX |
| 0.97% | 0.81% | $138.7万 | 3,542股 | $109.7万 | 2,463股 | +1,079股+43.81% | 加仓 |
 ADOBE COMADBE |
| 0.9% | 0.79% | $127.6万 | 3,617股 | $107.5万 | 2,778股 | +839股+30.20% | 加仓 |
 LEIDOS COMLDOS |
| 0.89% | 0.85% | $127.3万 | 6,736股 | $115.3万 | 7,311股 | -575股-7.86% | 减仓 |
 雷神技术RTX |
| 0.87% | 0.86% | $124.4万 | 7,432股 | $117.2万 | 8,029股 | -597股-7.44% | 减仓 |
 通用动力GD |
| 0.83% | 0.7% | $118.8万 | 3,485股 | $95.0万 | 3,256股 | +229股+7.03% | 加仓 |
 礼来LLY |
| 0.81% | 0.8% | $115.6万 | 1,515股 | $108.9万 | 1,397股 | +118股+8.45% | 加仓 |
 VisaV |
| 0.8% | 0.95% | $113.9万 | 3,335股 | $128.1万 | 3,609股 | -274股-7.59% | 减仓 |
| PPacer基金信托COWZ |
| 0.75% | 0.75% | $106.3万 | 1.9万股 | $101.9万 | 1.9万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.66% | 0.7% | $93.6万 | 2,967股 | $94.7万 | 3,265股 | -298股-9.13% | 减仓 |
 谷歌AGOOGL |
| 0.58% | 0.48% | $82.0万 | 3,373股 | $65.5万 | 3,715股 | -342股-9.21% | 减仓 |
 AMD超威AMD |
| 0.55% | 0.38% | $78.9万 | 4,876股 | $51.9万 | 3,657股 | +1,219股+33.33% | 加仓 |
 雅培ABT |
| 0.54% | 0.64% | $76.8万 | 5,735股 | $87.4万 | 6,427股 | -692股-10.77% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.53% | 0.43% | $75.5万 | 3,348股 | $58.1万 | 2,595股 | +753股+29.02% | 加仓 |
 伊顿ETN |
| 0.53% | 0.48% | $75.3万 | 2,012股 | $64.9万 | 1,817股 | +195股+10.73% | 加仓 |
 艾伯维ABBV |
| 0.52% | 0.47% | $74.3万 | 3,207股 | $63.1万 | 3,402股 | -195股-5.73% | 减仓 |
 泛林集团LRCX |
| 0.48% | 0.37% | $67.8万 | 5,061股 | $50.0万 | 5,137股 | -76股-1.48% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.46% | 0.41% | $64.9万 | 4,577股 | $56.1万 | 4,577股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.44% | 0.39% | $62.8万 | 1,788股 | $53.0万 | 1,719股 | +69股+4.01% | 加仓 |
 美国运通AXP |
| 0.38% | 0.4% | $54.6万 | 1,645股 | $54.2万 | 1,699股 | -54股-3.18% | 减仓 |
