 英伟达NVDA |
| 12.67% | 12.51% | $2,161.7万 | 10.8万股 | $1,841.8万 | 10.6万股 | +2,432股+2.30% | 加仓 |
 应用材料AMAT |
| 7.24% | 4.24% | $1,235.1万 | 1.7万股 | $624.5万 | 1.8万股 | -1,188股-6.50% | 减仓 |
 苹果AAPL |
| 6.82% | 6.89% | $1,163.7万 | 4.0万股 | $1,014.8万 | 4.0万股 | +228股+0.57% | 加仓 |
 亚马逊AMZN |
| 5.41% | 5.35% | $923.3万 | 3.9万股 | $787.6万 | 3.8万股 | +923股+2.44% | 加仓 |
| IiShares安硕信托IWY |
| 5.28% | 5.39% | $900.4万 | 3.1万股 | $793.8万 | 3.2万股 | -920股-2.88% | 减仓 |
| IiShares安硕信托IWS |
| 4.5% | 4.54% | $767.2万 | 4.7万股 | $668.9万 | 4.6万股 | +714股+1.56% | 加仓 |
 CrowdStrikeCRWD |
| 4.41% | 3.06% | $752.3万 | 9,858股 | $450.3万 | 1.2万股 | -1,675股-14.52% | 减仓 |
 谷歌AGOOGL |
| 4.3% | 3.97% | $732.9万 | 2.1万股 | $584.1万 | 2.0万股 | +198股+0.97% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.26% | 3.96% | $726.2万 | 2.1万股 | $583.8万 | 2.0万股 | +200股+0.98% | 加仓 |
 摩根大通JPM |
| 3.66% | 3.8% | $624.6万 | 1.9万股 | $559.7万 | 1.9万股 | +55股+0.29% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 3.09% | 3.03% | $527.7万 | 3.6万股 | $446.7万 | 3.5万股 | +1,175股+3.37% | 加仓 |
| C花旗集团C |
| 2.86% | 2.84% | $487.1万 | 3.5万股 | $417.9万 | 3.7万股 | -2,041股-5.54% | 减仓 |
 好市多COST |
| 2.75% | 3.38% | $469.6万 | 5,019股 | $498.1万 | 4,999股 | +20股+0.40% | 加仓 |
| BBANK OF AMERBAC |
| 2.63% | 2.61% | $448.6万 | 7.9万股 | $383.7万 | 7.9万股 | +21股+0.03% | 加仓 |
 联邦快递FDX |
| 2.42% | 3.63% | $412.7万 | 1.3万股 | $534.0万 | 1.5万股 | -1,810股-12.07% | 减仓 |
 AMGEN COMAMGN |
| 2.34% | 2.56% | $398.4万 | 1.1万股 | $377.3万 | 1.1万股 | +279股+2.60% | 加仓 |
 万事达MA |
| 2.3% | 3.35% | $392.7万 | 7,646股 | $492.8万 | 9,863股 | -2,217股-22.48% | 减仓 |
 博通AVGO |
| 2.29% | 2.08% | $391.1万 | 1.0万股 | $307.0万 | 9,920股 | +434股+4.38% | 加仓 |
 雷神技术RTX |
| 2.22% | 2.8% | $378.4万 | 2.0万股 | $412.7万 | 2.1万股 | -1,451股-6.78% | 减仓 |
 帕兰提尔PLTR |
| 1.91% | 2.65% | $325.7万 | 2.8万股 | $390.7万 | 2.7万股 | +1,205股+4.51% | 加仓 |
| T赛默飞世尔TMO |
| 1.74% | 2.19% | $296.8万 | 5,920股 | $321.8万 | 6,547股 | -627股-9.58% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 1.73% | 1.83% | $295.8万 | 7.4万股 | $270.2万 | 7.7万股 | -3,612股-4.67% | 减仓 |
 通用动力GD |
| 1.59% | 1.75% | $271.7万 | 7,669股 | $257.4万 | 7,500股 | +169股+2.25% | 加仓 |
 GE VernovaGEV |
| 1.58% | — | $269.9万 | 2,297股 | $0 | 0股 | +2,297股 | 新买入 |
 艾默生电气EMR |
| 1.56% | 1.69% | $266.9万 | 1.9万股 | $248.7万 | 1.9万股 | -335股-1.76% | 减仓 |
 默沙东MRK |
| 1.24% | 1.3% | $211.4万 | 1.6万股 | $190.9万 | 1.6万股 | +581股+3.66% | 加仓 |
 雪佛龙CVX |
| 1.11% | 1.69% | $190.1万 | 1.1万股 | $249.4万 | 1.2万股 | -589股-4.89% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.1% | 1.39% | $187.8万 | 4,165股 | $205.4万 | 3,929股 | +236股+6.01% | 加仓 |
 Meta平台META |
| 1.01% | 1.19% | $171.9万 | 3,051股 | $175.8万 | 3,073股 | -22股-0.72% | 减仓 |
 EOG资源EOG |
| 0.93% | 1.27% | $159.0万 | 1.2万股 | $187.3万 | 1.3万股 | -704股-5.43% | 减仓 |
| IiShares安硕信托IVW |
| 0.69% | 0.66% | $117.5万 | 8,540股 | $97.2万 | 8,594股 | -54股-0.63% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.44% | 0.42% | $75.0万 | 1.6万股 | $61.6万 | 1.5万股 | +543股+3.54% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 0.43% | 0.42% | $73.8万 | 1.4万股 | $62.5万 | 1.3万股 | +1,011股+7.50% | 加仓 |
 百事可乐PEP |
| 0.43% | 0.53% | $73.7万 | 5,440股 | $78.2万 | 5,038股 | +402股+7.98% | 加仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.42% | — | $72.1万 | 7,151股 | $0 | 0股 | +7,151股 | 新买入 |
| FFB FINLFBK |
| 0.4% | — | $67.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| IiShares安硕·S&PIVE |
| 0.22% | 0.26% | $38.1万 | 1,678股 | $38.4万 | 1,820股 | -142股-7.80% | 减仓 |
