 英伟达NVDA |
| 7.63% | 7.85% | $1,256.4万 | 6.3万股 | $1,101.5万 | 6.3万股 | -369股-0.58% | 减仓 |
 谷歌AGOOGL |
| 4.77% | 4.58% | $786.2万 | 2.2万股 | $643.5万 | 2.2万股 | -376股-1.68% | 减仓 |
 苹果AAPL |
| 4.61% | 4.82% | $759.2万 | 2.6万股 | $676.7万 | 2.7万股 | -429股-1.61% | 减仓 |
 微软MSFT |
| 4.02% | 4.72% | $662.0万 | 1.8万股 | $662.9万 | 1.8万股 | -162股-0.90% | 减仓 |
 亚马逊AMZN |
| 3.47% | 3.58% | $571.2万 | 2.4万股 | $503.1万 | 2.4万股 | -191股-0.79% | 减仓 |
 博通AVGO |
| 3.09% | 3.27% | $508.1万 | 1.3万股 | $458.5万 | 1.5万股 | -1,363股-9.20% | 减仓 |
 礼来LLY |
| 1.97% | 1.3% | $324.7万 | 2,707股 | $182.5万 | 1,984股 | +723股+36.44% | 加仓 |
 美光科技MU |
| 1.93% | 0.61% | $317.2万 | 2,748股 | $85.7万 | 2,538股 | +210股+8.27% | 加仓 |
 Meta平台META |
| 1.78% | 2.69% | $292.6万 | 5,195股 | $377.5万 | 6,599股 | -1,404股-21.28% | 减仓 |
 PALO ALTOPANW |
| 1.76% | 1.14% | $289.7万 | 8,496股 | $160.2万 | 9,990股 | -1,494股-14.95% | 减仓 |
 GE VernovaGEV |
| 1.73% | 1.34% | $284.7万 | 2,423股 | $188.4万 | 2,158股 | +265股+12.28% | 加仓 |
 台积电TSM |
| 1.4% | 1.16% | $230.8万 | 4,832股 | $162.3万 | 4,804股 | +28股+0.58% | 加仓 |
 摩根士丹利MS |
| 1.31% | 1.23% | $216.1万 | 1.0万股 | $173.0万 | 1.1万股 | -174股-1.66% | 减仓 |
 卡特彼勒CAT |
| 1.31% | 0.73% | $215.2万 | 2,021股 | $102.5万 | 1,446股 | +575股+39.76% | 加仓 |
 西部数据WDC |
| 1.17% | 0.4% | $193.2万 | 3,025股 | $56.1万 | 2,075股 | +950股+45.78% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.15% | 1.34% | $189.7万 | 3,791股 | $188.5万 | 3,934股 | -143股-3.63% | 减仓 |
| SSANDISK COMSNDK |
| 1.15% | 0.42% | $188.7万 | 830股 | $58.5万 | 920股 | -90股-9.78% | 减仓 |
| N新纪元能源NEE |
| 1.12% | 0.55% | $183.9万 | 2.1万股 | $76.7万 | 8,263股 | +1.3万股+153.54% | 加仓 |
 好市多COST |
| 1.11% | 1.37% | $183.5万 | 1,962股 | $191.9万 | 1,926股 | +36股+1.87% | 加仓 |
| IiShares安硕IEMG |
| 1.09% | 1.04% | $179.0万 | 2.2万股 | $145.7万 | 2.1万股 | +717股+3.43% | 加仓 |
 埃克森美孚XOM |
| 1.03% | 1.58% | $170.0万 | 1.2万股 | $221.5万 | 1.3万股 | -621股-4.76% | 减仓 |
 摩根大通JPM |
| 0.99% | 1.04% | $162.2万 | 4,956股 | $146.2万 | 4,969股 | -13股-0.26% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.96% | 0.98% | $158.2万 | 2.1万股 | $138.0万 | 2.0万股 | +630股+3.13% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.94% | 0.97% | $154.5万 | 2.2万股 | $136.2万 | 2.1万股 | +440股+2.07% | 加仓 |
 沃尔玛WMT |
| 0.92% | 1.01% | $151.9万 | 1.3万股 | $142.2万 | 1.1万股 | +1,969股+17.21% | 加仓 |
 艾伯维ABBV |
| 0.85% | 0.85% | $139.4万 | 5,541股 | $119.4万 | 5,491股 | +50股+0.91% | 加仓 |
| NNEOS ETF TRUSTQQQI |
| 0.84% | 0.78% | $137.5万 | 2.4万股 | $109.4万 | 2.2万股 | +2,193股+9.96% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.82% | 1.04% | $135.8万 | 8,651股 | $145.7万 | 1.1万股 | -1,876股-17.82% | 减仓 |
 CrowdStrikeCRWD |
| 0.81% | 0.63% | $133.9万 | 1,755股 | $88.9万 | 2,278股 | -523股-22.96% | 减仓 |
 雷神技术RTX |
| 0.8% | 0.91% | $132.4万 | 6,977股 | $127.3万 | 6,599股 | +378股+5.73% | 加仓 |
 VisaV |
| 0.77% | 0.81% | $127.1万 | 3,705股 | $113.9万 | 3,770股 | -65股-1.72% | 减仓 |
 METLIFE COMMET |
| 0.77% | 0.75% | $126.9万 | 1.5万股 | $105.2万 | 1.5万股 | +132股+0.89% | 加仓 |
 泛林集团LRCX |
| 0.75% | 0.44% | $123.2万 | 2,842股 | $61.7万 | 2,886股 | -44股-1.52% | 减仓 |
 迈威尔MRVL |
| 0.73% | 0.29% | $119.6万 | 4,013股 | $40.0万 | 4,041股 | -28股-0.69% | 减仓 |
 西屋制动WAB |
| 0.72% | 0.17% | $118.9万 | 4,411股 | $24.1万 | 966股 | +3,445股+356.63% | 加仓 |
| IiShares安硕信托IEFA |
| 0.72% | 0.73% | $118.4万 | 1.2万股 | $102.3万 | 1.1万股 | +954股+8.44% | 加仓 |
| NNEOS ETF TRUSTSPYI |
| 0.68% | 0.79% | $111.9万 | 2.1万股 | $111.4万 | 2.3万股 | -1,489股-6.60% | 减仓 |
 万事达MA |
| 0.67% | 0.78% | $110.9万 | 2,159股 | $109.8万 | 2,198股 | -39股-1.77% | 减仓 |
 CHUBB LIMITEDCB |
| 0.66% | 0.58% | $109.3万 | 3,208股 | $81.2万 | 2,492股 | +716股+28.73% | 加仓 |
 帕兰提尔PLTR |
| 0.62% | 0.9% | $101.5万 | 8,702股 | $126.8万 | 8,666股 | +36股+0.42% | 加仓 |
 固安捷GWW |
| 0.6% | 0.58% | $99.4万 | 731股 | $81.4万 | 746股 | -15股-2.01% | 减仓 |
 雪佛龙CVX |
| 0.58% | 0.6% | $95.3万 | 5,749股 | $84.6万 | 4,087股 | +1,662股+40.67% | 加仓 |
 AMD超威AMD |
| 0.58% | 0.18% | $95.2万 | 1,639股 | $26.0万 | 1,277股 | +362股+28.35% | 加仓 |
 康菲石油COP |
| 0.57% | 0.85% | $93.6万 | 9,004股 | $119.5万 | 9,053股 | -49股-0.54% | 减仓 |
 康明斯CMI |
| 0.54% | 0.47% | $88.3万 | 1,238股 | $65.9万 | 1,224股 | +14股+1.14% | 加仓 |
 Arista网络ANET |
| 0.53% | 0.45% | $87.7万 | 5,162股 | $62.8万 | 5,114股 | +48股+0.94% | 加仓 |
 NETFLIXNFLX |
| 0.53% | 0.86% | $87.3万 | 1.2万股 | $120.7万 | 1.3万股 | -334股-2.66% | 减仓 |
 思科CSCO |
| 0.53% | 0.41% | $86.8万 | 7,386股 | $57.4万 | 7,400股 | -14股-0.19% | 减仓 |
| IIAMGOLDIAG |
| 0.53% | 1.45% | $86.7万 | 5.5万股 | $203.7万 | 10.8万股 | -5.4万股-49.46% | 减仓 |
 直觉外科ISRG |
| 0.53% | 0.72% | $86.5万 | 2,175股 | $100.9万 | 2,190股 | -15股-0.68% | 减仓 |
