 英伟达NVDA |
| 21.11% | 21.94% | $1,517.2万 | 7.6万股 | $1,318.9万 | 7.6万股 | +200股+0.26% | 加仓 |
 亚马逊AMZN |
| 8.85% | 9.22% | $636.4万 | 2.7万股 | $554.0万 | 2.7万股 | +100股+0.38% | 加仓 |
 谷歌AGOOGL |
| 7.71% | 7.42% | $553.9万 | 1.6万股 | $445.7万 | 1.6万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 6.67% | 7.05% | $479.5万 | 1.1万股 | $423.8万 | 1.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 6.36% | 6.69% | $457.4万 | 1.6万股 | $401.9万 | 1.6万股 | -28股-0.18% | 减仓 |
 CrowdStrikeCRWD |
| 6.32% | 3.25% | $454.1万 | 5,950股 | $195.2万 | 5,000股 | +950股+19.00% | 加仓 |
 博通AVGO |
| 6% | 6.09% | $431.6万 | 1.1万股 | $366.2万 | 1.2万股 | -406股-3.43% | 减仓 |
 EquinixEQIX |
| 4.57% | 5.14% | $328.4万 | 3,150股 | $308.8万 | 3,150股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 4.05% | 2.16% | $290.9万 | 3,950股 | $129.9万 | 2,250股 | +1,700股+75.56% | 加仓 |
 好市多COST |
| 2.5% | 3.14% | $179.8万 | 1,923股 | $188.6万 | 1,893股 | +30股+1.58% | 加仓 |
 波音BA |
| 2.23% | 2.38% | $160.2万 | 7,400股 | $143.3万 | 7,200股 | +200股+2.78% | 加仓 |
 高盛GS |
| 2.11% | 2.11% | $151.7万 | 1,500股 | $126.9万 | 1,500股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 1.73% | — | $124.1万 | 3,500股 | $0 | 0股 | +3,500股 | 新买入 |
 GE VernovaGEV |
| 1.71% | 1.52% | $122.9万 | 1,046股 | $91.3万 | 1,046股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.69% | 1.81% | $121.1万 | 3,700股 | $108.8万 | 3,700股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 1.25% | 1.54% | $90.0万 | 4,040股 | $92.8万 | 4,040股 | 00.00% | 持仓不变 |
 GE航空GE |
| 1.21% | 1.1% | $87.1万 | 2,330股 | $66.1万 | 2,330股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 1.11% | 1.53% | $79.5万 | 2,000股 | $92.2万 | 2,000股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.99% | 1.3% | $71.0万 | 1,260股 | $77.9万 | 1,361股 | -101股-7.42% | 减仓 |
 强生JNJ |
| 0.94% | 1.09% | $67.9万 | 2,674股 | $65.4万 | 2,674股 | 00.00% | 持仓不变 |
| AASTERA LABSALAB |
| 0.87% | — | $62.8万 | 1,300股 | $0 | 0股 | +1,300股 | 新买入 |
 UNITED AIRLS COMUAL |
| 0.85% | 0.69% | $61.2万 | 4,500股 | $41.4万 | 4,500股 | 00.00% | 持仓不变 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.79% | — | $57.1万 | 2,100股 | $0 | 0股 | +2,100股 | 新买入 |
 微软MSFT |
| 0.76% | 0.9% | $54.3万 | 1,456股 | $53.9万 | 1,456股 | 00.00% | 持仓不变 |
| RROCKET LAB COMRKLB |
| 0.57% | — | $40.7万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
| BBANK OF AMERBAC |
| 0.5% | 0.52% | $35.6万 | 6,250股 | $31.4万 | 6,451股 | -201股-3.12% | 减仓 |
 联合健康UNH |
| 0.43% | 0.88% | $31.2万 | 750股 | $52.8万 | 1,950股 | -1,200股-61.54% | 减仓 |
 NETFLIXNFLX |
| 0.37% | 0.56% | $26.8万 | 3,750股 | $33.7万 | 3,500股 | +250股+7.14% | 加仓 |
| T赛默飞世尔TMO |
| 0.35% | 0.41% | $25.1万 | 500股 | $24.6万 | 500股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.34% | 0.82% | $24.4万 | 1,091股 | $49.3万 | 2,183股 | -1,092股-50.02% | 减仓 |
| MMAXLINEARMXL |
| 0.34% | — | $24.3万 | 1,900股 | $0 | 0股 | +1,900股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.34% | — | $24.1万 | 1,091股 | $0 | 0股 | +1,091股 | 新买入 |
| SSPDR行业精选信托XLF |
| 0.33% | 0.36% | $23.6万 | 4,400股 | $21.7万 | 4,400股 | 00.00% | 持仓不变 |
| OOKLOOKLO |
| 0.32% | — | $23.0万 | 4,400股 | $0 | 0股 | +4,400股 | 新买入 |
 3M COMMMM |
| 0.32% | 0.34% | $22.7万 | 1,400股 | $20.3万 | 1,400股 | 00.00% | 持仓不变 |
 通用汽车GM |
| 0.28% | 0.32% | $20.0万 | 2,600股 | $19.4万 | 2,600股 | 00.00% | 持仓不变 |
| AALLEGRO MICROSYSTEMS COMALGM |
| 0.2% | — | $14.6万 | 2,100股 | $0 | 0股 | +2,100股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.19% | $14.1万 | 400股 | $11.5万 | 400股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.18% | 0.18% | $12.7万 | 450股 | $10.9万 | 450股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.17% | 0.19% | $12.2万 | 1,700股 | $11.2万 | 1,700股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.16% | 0.04% | $11.6万 | 200股 | $2.6万 | 126股 | +74股+58.73% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.16% | 0.16% | $11.2万 | 150股 | $9.8万 | 150股 | 00.00% | 持仓不变 |
| GGlobal X·URANIUM ETFURA |
| 0.15% | — | $10.9万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.15% | 0.16% | $10.9万 | 1,300股 | $9.8万 | 1,300股 | 00.00% | 持仓不变 |
 VisaV |
| 0.15% | 0.16% | $10.7万 | 313股 | $9.4万 | 313股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.15% | 0.16% | $10.6万 | 300股 | $9.9万 | 300股 | 00.00% | 持仓不变 |
 江森自控JCI |
| 0.14% | 0.15% | $10.0万 | 686股 | $9.0万 | 686股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.13% | 0.12% | $9.1万 | 800股 | $7.5万 | 600股 | +200股+33.33% | 加仓 |
 思科CSCO |
| 0.1% | 0.06% | $7.0万 | 600股 | $3.5万 | 456股 | +144股+31.58% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.1% | 0.12% | $6.9万 | 750股 | $6.9万 | 750股 | 00.00% | 持仓不变 |
