 英伟达NVDA |
| 10.73% | 11.26% | $4,463.5万 | 22.3万股 | $4,305.4万 | 24.7万股 | -2.4万股-9.64% | 减仓 |
 亚马逊AMZN |
| 5.39% | 5.22% | $2,242.0万 | 9.4万股 | $1,994.2万 | 9.6万股 | -1,683股-1.76% | 减仓 |
 谷歌AGOOGL |
| 4.94% | 4.5% | $2,054.0万 | 5.7万股 | $1,720.8万 | 6.0万股 | -2,365股-3.95% | 减仓 |
 VisaV |
| 4.68% | 4.53% | $1,949.0万 | 5.7万股 | $1,732.2万 | 5.7万股 | -504股-0.88% | 减仓 |
 EAST WEST BANCORPEWBC |
| 4.28% | 3.35% | $1,782.5万 | 11.7万股 | $1,282.6万 | 12.1万股 | -4,055股-3.35% | 减仓 |
 微软MSFT |
| 4.12% | 4.54% | $1,713.7万 | 4.6万股 | $1,736.8万 | 4.7万股 | -977股-2.08% | 减仓 |
 Meta平台META |
| 4% | 4.5% | $1,666.0万 | 3.0万股 | $1,719.4万 | 3.0万股 | -477股-1.59% | 减仓 |
 好市多COST |
| 3.9% | 4.62% | $1,623.5万 | 1.7万股 | $1,766.1万 | 1.8万股 | -369股-2.08% | 减仓 |
 NETFLIXNFLX |
| 3.2% | 4.77% | $1,331.6万 | 18.6万股 | $1,825.0万 | 19.0万股 | -3,315股-1.75% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 2.99% | 2.96% | $1,245.5万 | 27.7万股 | $1,132.3万 | 25.1万股 | +2.6万股+10.47% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.81% | 2.77% | $1,169.4万 | 3.3万股 | $1,059.1万 | 3.7万股 | -3,824股-10.36% | 减仓 |
 CINTAS COMCTAS |
| 2.8% | 3.11% | $1,167.3万 | 6.9万股 | $1,188.6万 | 7.0万股 | -1,641股-2.34% | 减仓 |
 阿里拉姆制药ALNY |
| 2.33% | 2.85% | $968.5万 | 3.2万股 | $1,089.5万 | 3.3万股 | -755股-2.29% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.25% | 2.67% | $937.5万 | 11.3万股 | $1,018.9万 | 12.3万股 | -9,695股-7.87% | 减仓 |
| T赛默飞世尔TMO |
| 2.22% | 2.4% | $921.9万 | 1.8万股 | $918.3万 | 1.9万股 | -295股-1.58% | 减仓 |
| J摩根大通交易所交易基金JBND |
| 2.21% | 2.41% | $921.3万 | 17.2万股 | $922.2万 | 17.2万股 | +705股+0.41% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 2.11% | 1.67% | $878.0万 | 17.2万股 | $638.1万 | 12.5万股 | +4.7万股+37.32% | 加仓 |
 REDDIT CL ARDDT |
| 1.98% | 1.71% | $822.8万 | 4.7万股 | $654.6万 | 4.9万股 | -1,210股-2.49% | 减仓 |
 摩根大通JPM |
| 1.82% | 1.8% | $759.3万 | 2.3万股 | $689.1万 | 2.3万股 | -230股-0.98% | 减仓 |
| J骏利亨德森JAAA |
| 1.82% | — | $756.7万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 1.78% | 0.3% | $742.2万 | 9.4万股 | $112.8万 | 1.4万股 | +8.0万股+559.78% | 加仓 |
 安费诺APH |
| 1.75% | — | $729.9万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| DDeckersSGVT |
| 1.65% | 1.82% | $686.2万 | 6.9万股 | $696.7万 | 7.0万股 | -488股-0.70% | 减仓 |
 新思科技SNPS |
| 1.49% | 1.49% | $618.8万 | 1.4万股 | $570.7万 | 1.4万股 | -520股-3.61% | 减仓 |
 赛富时CRM |
| 1.41% | 1.96% | $588.6万 | 3.8万股 | $747.7万 | 4.0万股 | -2,483股-6.20% | 减仓 |
 BlockXYZ |
| 1.27% | 0.45% | $527.9万 | 6.9万股 | $173.8万 | 2.9万股 | +4.1万股+140.45% | 加仓 |
 InsuletPODD |
| 1.22% | 1.87% | $509.3万 | 3.3万股 | $713.5万 | 3.4万股 | -550股-1.62% | 减仓 |
 家得宝HD |
| 1.19% | 1.27% | $495.1万 | 1.4万股 | $486.0万 | 1.5万股 | -737股-4.99% | 减仓 |
 黑石集团BX |
| 1.14% | 1.1% | $473.7万 | 4.0万股 | $419.8万 | 3.7万股 | +3,750股+10.27% | 加仓 |
 OKTA CLASS AOKTA |
| 1.04% | 0.68% | $432.9万 | 3.2万股 | $260.6万 | 3.3万股 | -1,383股-4.18% | 减仓 |
 特斯拉TSLA |
| 0.98% | 1.02% | $408.8万 | 9,720股 | $391.0万 | 1.1万股 | -797股-7.58% | 减仓 |
| IiShares安硕信托DGRO |
| 0.94% | 0.85% | $391.4万 | 5.2万股 | $326.0万 | 4.6万股 | +5,200股+11.20% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.94% | 0.82% | $389.3万 | 9,506股 | $312.9万 | 8,775股 | +731股+8.33% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 0.92% | 0.21% | $383.5万 | 4.9万股 | $81.4万 | 1.1万股 | +3.8万股+344.12% | 加仓 |
| SSAIASAIA |
| 0.87% | 0.83% | $361.7万 | 8,588股 | $317.2万 | 9,029股 | -441股-4.88% | 减仓 |
 IQVIAIQV |
| 0.72% | 0.56% | $298.9万 | 1.5万股 | $212.5万 | 1.2万股 | +3,006股+24.12% | 加仓 |
 ADOBE COMADBE |
| 0.67% | 1.08% | $279.9万 | 1.4万股 | $414.6万 | 1.7万股 | -3,406股-19.97% | 减仓 |
 苹果AAPL |
| 0.67% | 0.51% | $279.5万 | 9,660股 | $194.5万 | 7,665股 | +1,995股+26.03% | 加仓 |
| BBANK OF AMERBAC |
| 0.64% | 0.59% | $266.2万 | 4.7万股 | $223.9万 | 4.6万股 | +798股+1.74% | 加仓 |
 ServiceNowNOW |
| 0.59% | 0.73% | $244.3万 | 2.5万股 | $280.4万 | 2.7万股 | -2,210股-8.24% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.55% | 0.54% | $227.3万 | 3,232股 | $207.8万 | 3,369股 | -137股-4.07% | 减仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.49% | 0.47% | $205.9万 | 1.9万股 | $180.2万 | 2.0万股 | -595股-3.02% | 减仓 |
 TJXTJX |
| 0.46% | 0.42% | $192.6万 | 1.3万股 | $159.2万 | 9,968股 | +2,748股+27.57% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.4% | 0.36% | $167.6万 | 2,245股 | $136.8万 | 2,104股 | +141股+6.70% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.33% | 0.31% | $136.7万 | 7,653股 | $117.6万 | 8,127股 | -474股-5.83% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.32% | 0.38% | $135.1万 | 8,261股 | $145.8万 | 8,446股 | -185股-2.19% | 减仓 |
| DDYNATRACEDT |
| 0.32% | 0.48% | $132.8万 | 3.0万股 | $184.7万 | 5.0万股 | -2.0万股-39.43% | 减仓 |
| V先锋领航指数基金VOT |
| 0.3% | 0.27% | $126.6万 | 4,132股 | $101.7万 | 3,952股 | +180股+4.55% | 加仓 |
| V先锋领航指数基金VB |
| 0.29% | 0.28% | $122.7万 | 4,048股 | $107.1万 | 4,088股 | -40股-0.98% | 减仓 |
 摩根士丹利MS |
| 0.28% | 0.24% | $117.0万 | 5,596股 | $92.4万 | 5,615股 | -19股-0.34% | 减仓 |
