 谷歌AGOOGL |
| 12.36% | 5.82% | $1,714.5万 | 4.3万股 | $999.8万 | 3.7万股 | +6,155股+16.84% | 加仓 |
 亚马逊AMZN |
| 9.84% | 5.15% | $1,365.7万 | 5.1万股 | $884.5万 | 4.4万股 | +7,257股+16.49% | 加仓 |
 英特尔INTC |
| 9.38% | 3.26% | $1,301.8万 | 9.3万股 | $559.2万 | 13.6万股 | -4.3万股-31.32% | 减仓 |
 AMD超威AMD |
| 7.31% | 2.79% | $1,013.7万 | 1.7万股 | $478.4万 | 2.4万股 | -6,955股-28.50% | 减仓 |
 博通AVGO |
| 6.95% | 4.68% | $963.8万 | 2.6万股 | $802.9万 | 2.7万股 | -1,849股-6.76% | 减仓 |
 应用材料AMAT |
| 4.43% | 1.26% | $614.6万 | 7,684股 | $216.9万 | 6,714股 | +970股+14.45% | 加仓 |
 苹果AAPL |
| 4.39% | 3.13% | $609.2万 | 1.9万股 | $537.9万 | 2.2万股 | -3,291股-15.09% | 减仓 |
 Meta平台META |
| 3.85% | 2.6% | $533.7万 | 9,474股 | $446.8万 | 8,330股 | +1,144股+13.73% | 加仓 |
 特斯拉TSLA |
| 3.06% | 1.72% | $424.3万 | 1.0万股 | $295.2万 | 8,309股 | +1,769股+21.29% | 加仓 |
 英伟达NVDA |
| 2.83% | 1.53% | $393.2万 | 1.8万股 | $262.6万 | 1.6万股 | +2,262股+14.23% | 加仓 |
 NETFLIXNFLX |
| 2.74% | 2.34% | $380.9万 | 5.0万股 | $402.3万 | 4.3万股 | +6,872股+15.88% | 加仓 |
| GGLOBAL X SILVER MINERS ETFSIL |
| 2.48% | 1.36% | $344.2万 | 4.5万股 | $233.5万 | 2.8万股 | +1.7万股+59.95% | 加仓 |
| TTERADYNETER |
| 2.29% | 1.63% | $317.4万 | 6,560股 | $280.4万 | 1.0万股 | -3,586股-35.34% | 减仓 |
 优步UBER |
| 2.12% | 1.46% | $294.4万 | 4.1万股 | $250.3万 | 3.6万股 | +4,992股+13.94% | 加仓 |
| IIBMIBM |
| 1.98% | 1.19% | $274.9万 | 9,775股 | $203.5万 | 8,579股 | +1,196股+13.94% | 加仓 |
 雷神技术RTX |
| 1.92% | 1.34% | $266.1万 | 1.4万股 | $230.4万 | 1.2万股 | +1,716股+13.94% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 1.91% | 1.11% | $264.6万 | 9,840股 | $190.5万 | 8,544股 | +1,296股+15.17% | 加仓 |
| VVanEck ETF信托GDX |
| 1.78% | 1.32% | $246.8万 | 3.3万股 | $226.0万 | 2.6万股 | +6,564股+24.92% | 加仓 |
 思科CSCO |
| 1.65% | 0.77% | $229.6万 | 2.0万股 | $132.2万 | 1.7万股 | +2,392股+13.94% | 加仓 |
 BWX科技BWXT |
| 1.64% | 1.13% | $227.4万 | 1.2万股 | $194.4万 | 1.0万股 | +1,539股+15.17% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.55% | 1.14% | $214.6万 | 4,675股 | $194.9万 | 4,103股 | +572股+13.94% | 加仓 |
 VistraVST |
| 1.43% | 0.93% | $198.4万 | 1.3万股 | $160.2万 | 1.1万股 | +1,647股+15.17% | 加仓 |
 微软MSFT |
| 1.42% | 0.86% | $197.5万 | 5,294股 | $147.3万 | 4,103股 | +1,191股+29.03% | 加仓 |
| AAPPLOVINAPP |
| 1.37% | 0.69% | $190.1万 | 3,690股 | $119.2万 | 3,204股 | +486股+15.17% | 加仓 |
| HHIMS & HERS HEALTHHIMS |
| 1.3% | 0.49% | $179.8万 | 5.2万股 | $84.6万 | 4.5万股 | +6,831股+15.17% | 加仓 |
 REDDIT CL ARDDT |
| 1.26% | 0.63% | $174.4万 | 1.0万股 | $108.3万 | 8,722股 | +1,323股+15.17% | 加仓 |
 RobinhoodHOOD |
| 1.24% | 0.57% | $172.7万 | 1.7万股 | $97.4万 | 1.5万股 | +2,268股+15.17% | 加仓 |
 ShopifySHOP |
| 1.01% | 0.7% | $140.4万 | 1.2万股 | $119.4万 | 1.1万股 | +1,620股+15.17% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.92% | 0.58% | $127.1万 | 1.4万股 | $99.5万 | 1.2万股 | +1,890股+15.17% | 加仓 |
| IiShares安硕·AAA CLO ACTIVE ETFCLOA |
| 0.68% | — | $95.0万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| KKURV ETF TRTSLP |
| 0.67% | 0.43% | $92.3万 | 4.9万股 | $73.1万 | 4.3万股 | +5,928股+13.92% | 加仓 |
| KKURV ETF TRGOOP |
| 0.49% | — | $67.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| IiShares安硕信托ICSH |
| 0.43% | — | $59.9万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航债券指数基金VUSB |
| 0.29% | — | $39.9万 | 8,016股 | $0 | 0股 | +8,016股 | 新买入 |
| IISHARES IBONDS 2027 TERMIBHG |
| 0.29% | — | $39.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.21% | — | $29.4万 | 400股 | $0 | 0股 | +400股 | 新买入 |
| AABRDN SILVER ETF TRUSTSIVR |
| 0.19% | 4.9% | $27.0万 | 4,827股 | $841.9万 | 4,977股 | -150股-3.01% | 减仓 |
| IiShares白银信托SLV |
| 0.16% | 0.69% | $21.9万 | 4,130股 | $118.0万 | 1.9万股 | -1.4万股-77.77% | 减仓 |
| SSPDR黄金信托GLD |
| 0.09% | — | $13.1万 | 355股 | $0 | 0股 | +355股 | 新买入 |
| IiShares黄金信托IAU |
| 0.08% | — | $11.5万 | 1,519股 | $0 | 0股 | +1,519股 | 新买入 |
 迈威尔MRVL |
| 0.02% | — | $2.8万 | 94股 | $0 | 0股 | +94股 | 新买入 |
