 英伟达NVDA |
| 10.61% | 11.46% | $3,888.8万 | 19.4万股 | $3,402.5万 | 19.5万股 | -743股-0.38% | 减仓 |
| S道富XLI |
| 6.96% | 7.49% | $2,550.5万 | 13.8万股 | $2,224.8万 | 13.8万股 | +133股+0.10% | 加仓 |
 亚马逊AMZN |
| 6.86% | 7.39% | $2,513.7万 | 10.6万股 | $2,193.5万 | 10.5万股 | +868股+0.82% | 加仓 |
 谷歌AGOOGL |
| 6.28% | 6.24% | $2,300.2万 | 6.6万股 | $1,854.3万 | 6.4万股 | +1,075股+1.67% | 加仓 |
 苹果AAPL |
| 6.19% | 6.7% | $2,267.1万 | 8.1万股 | $1,990.7万 | 7.8万股 | +2,599股+3.31% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 5.33% | 2.48% | $1,952.5万 | 4.5万股 | $736.8万 | 4.5万股 | +359股+0.80% | 加仓 |
| V先锋领航指数基金VOO |
| 4.25% | 4.11% | $1,555.9万 | 2.1万股 | $1,219.2万 | 2.1万股 | +5股+0.02% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 3.85% | 2.43% | $1,409.6万 | 2.2万股 | $722.6万 | 2.2万股 | +121股+0.55% | 加仓 |
| SSPDR行业精选信托XLE |
| 3.46% | 4.96% | $1,267.1万 | 23.9万股 | $1,474.1万 | 24.1万股 | -2,049股-0.85% | 减仓 |
 摩根大通JPM |
| 3.28% | 3.63% | $1,199.8万 | 3.7万股 | $1,078.8万 | 3.7万股 | -17股-0.05% | 减仓 |
| BBANK OF AMERBAC |
| 3.27% | 3.43% | $1,199.7万 | 21.1万股 | $1,019.9万 | 20.9万股 | +1,425股+0.68% | 加仓 |
 Meta平台META |
| 3.17% | 3.98% | $1,160.1万 | 2.1万股 | $1,181.1万 | 2.1万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 3.15% | 2.71% | $1,153.2万 | 6.1万股 | $805.4万 | 6.1万股 | -72股-0.12% | 减仓 |
 微软MSFT |
| 2.93% | 3.6% | $1,074.2万 | 3.0万股 | $1,068.3万 | 2.9万股 | +1,255股+4.35% | 加仓 |
 伊顿ETN |
| 2.85% | 2.94% | $1,043.5万 | 2.4万股 | $872.2万 | 2.4万股 | +101股+0.41% | 加仓 |
 万豪MAR |
| 2.8% | 3.04% | $1,025.7万 | 2.8万股 | $901.5万 | 2.8万股 | +114股+0.41% | 加仓 |
 联合健康UNH |
| 2.72% | 2.19% | $997.0万 | 2.4万股 | $651.5万 | 2.4万股 | -23股-0.10% | 减仓 |
 NETFLIXNFLX |
| 2.53% | 4.21% | $927.3万 | 13.1万股 | $1,248.8万 | 13.0万股 | +693股+0.53% | 加仓 |
 VisaV |
| 2.12% | 2.28% | $776.8万 | 2.3万股 | $677.7万 | 2.2万股 | +218股+0.97% | 加仓 |
 礼来LLY |
| 1.84% | 1.73% | $673.0万 | 5,611股 | $514.1万 | 5,589股 | +22股+0.39% | 加仓 |
 ROYAL CARIBBEANRCL |
| 1.75% | 1.56% | $642.1万 | 2.0万股 | $463.0万 | 1.7万股 | +3,396股+20.18% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.53% | — | $560.0万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 1.46% | — | $533.9万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 1.42% | 1.55% | $521.6万 | 2.7万股 | $459.9万 | 2.7万股 | +207股+0.76% | 加仓 |
 博通AVGO |
| 1.39% | 1.4% | $511.0万 | 1.4万股 | $416.5万 | 1.3万股 | +71股+0.53% | 加仓 |
| IISHARES U.S. PHARMACEUTICALS ETFIHE |
| 1.34% | 1.43% | $489.4万 | 4.9万股 | $426.1万 | 4.9万股 | +298股+0.61% | 加仓 |
 好市多COST |
| 1.23% | 1.61% | $450.7万 | 4,818股 | $478.8万 | 4,805股 | +13股+0.27% | 加仓 |
| SSPDR行业精选信托XLP |
| 1.22% | 1.49% | $447.9万 | 5.4万股 | $441.5万 | 5.4万股 | +65股+0.12% | 加仓 |
| IiShares安硕信托EEM |
| 1.11% | 1.11% | $405.4万 | 5.9万股 | $328.2万 | 5.8万股 | +1,482股+2.56% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.88% | 0.64% | $322.8万 | 1.3万股 | $190.8万 | 1.3万股 | +36股+0.28% | 加仓 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.57% | 0.76% | $208.7万 | 4.2万股 | $226.4万 | 4.2万股 | -149股-0.35% | 减仓 |
| IiShares安硕信托HYG |
| 0.34% | 0.4% | $124.4万 | 1.6万股 | $118.9万 | 1.5万股 | +611股+4.09% | 加仓 |
 iShares安硕·MBSACGL |
| 0.18% | 0.2% | $64.5万 | 6,822股 | $59.2万 | 6,235股 | +587股+9.41% | 加仓 |
| IISHARES U.S. ENERGY ETFIYE |
| 0.17% | 0.24% | $61.4万 | 1.1万股 | $70.3万 | 1.1万股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 0.16% | — | $58.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| PPIMCO太平洋投资管理ETFHYS |
| 0.12% | — | $44.6万 | 4,770股 | $0 | 0股 | +4,770股 | 新买入 |
| F富达·COMWLTH TRONEQ |
| 0.11% | — | $41.4万 | 4,059股 | $0 | 0股 | +4,059股 | 新买入 |
 雪佛龙CVX |
| 0.1% | 0.16% | $38.0万 | 2,294股 | $47.1万 | 2,279股 | +15股+0.66% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.1% | 0.1% | $36.4万 | 1,909股 | $29.5万 | 1,029股 | +880股+85.52% | 加仓 |
 GABELLI EQUITY TRGAB |
| 0.1% | 0.11% | $35.8万 | 6.4万股 | $32.4万 | 5.7万股 | +7,531股+13.28% | 加仓 |
| Q高通QCOM |
| 0.06% | 0.05% | $20.5万 | 1,110股 | $14.3万 | 1,110股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.05% | 0.07% | $19.3万 | 1,318股 | $19.4万 | 1,318股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.04% | 0.05% | $14.1万 | 1,033股 | $13.9万 | 960股 | +73股+7.60% | 加仓 |
 斯伦贝谢SLB |
| 0.03% | 0.05% | $12.5万 | 2,714股 | $13.8万 | 2,683股 | +31股+1.16% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.03% | — | $10.5万 | 394股 | $0 | 0股 | +394股 | 新买入 |
 GENERAL MILLS COMGIS |
| 0.02% | 0.03% | $7.6万 | 2,186股 | $8.1万 | 2,186股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.02% | — | $6.0万 | 515股 | $0 | 0股 | +515股 | 新买入 |
| I景顺交易所交易基金信托PNQI |
| 0.02% | — | $5.9万 | 1,304股 | $0 | 0股 | +1,304股 | 新买入 |
| IiShares安硕信托CMF |
| 0.01% | — | $3.9万 | 681股 | $0 | 0股 | +681股 | 新买入 |
| SSPDR行业精选信托XLY |
| <0.01% | <0.01% | $8,913 | 76股 | $6,321 | 58股 | +18股+31.03% | 加仓 |
