 英伟达NVDA |
| 13.01% | 14.01% | $1,880.5万 | 9.4万股 | $1,650.1万 | 9.5万股 | -633股-0.67% | 减仓 |
 AMD超威AMD |
| 10.12% | 4.35% | $1,463.1万 | 2.5万股 | $512.4万 | 2.5万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 7.87% | 7.95% | $1,137.7万 | 3.0万股 | $936.1万 | 3.0万股 | -128股-0.42% | 减仓 |
 谷歌AGOOGL |
| 6.96% | 7.02% | $1,006.7万 | 2.8万股 | $826.8万 | 2.9万股 | -581股-2.02% | 减仓 |
 苹果AAPL |
| 4.68% | 5.05% | $676.8万 | 2.3万股 | $594.6万 | 2.3万股 | -40股-0.17% | 减仓 |
 Meta平台META |
| 4.4% | 0.64% | $636.7万 | 1.1万股 | $75.7万 | 1,323股 | +9,980股+754.35% | 加仓 |
 微软MSFT |
| 4.32% | 4.98% | $624.5万 | 1.7万股 | $586.2万 | 1.6万股 | +908股+5.73% | 加仓 |
 亚马逊AMZN |
| 4.2% | 4.51% | $607.6万 | 2.5万股 | $530.9万 | 2.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 3.61% | 3.58% | $521.7万 | 7,085股 | $421.3万 | 7,299股 | -214股-2.93% | 减仓 |
 直觉外科ISRG |
| 3.21% | 0.82% | $464.3万 | 1.2万股 | $96.8万 | 2,099股 | +9,575股+456.17% | 加仓 |
 好市多COST |
| 2.52% | 3.3% | $364.7万 | 3,899股 | $388.5万 | 3,899股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 2.52% | 2.67% | $364.5万 | 4,867股 | $314.1万 | 4,809股 | +58股+1.21% | 加仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 2.48% | 2.16% | $358.6万 | 20.0万股 | $254.1万 | 16.0万股 | +4.0万股+25.00% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 2.41% | 2.3% | $348.4万 | 3.5万股 | $271.1万 | 3.5万股 | 00.00% | 持仓不变 |
 VisaV |
| 2.14% | 2.31% | $308.6万 | 8,996股 | $271.9万 | 8,996股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.83% | 2.01% | $264.1万 | 8,067股 | $237.3万 | 8,067股 | 00.00% | 持仓不变 |
 REDDIT CL ARDDT |
| 1.8% | 1.14% | $260.4万 | 1.5万股 | $134.7万 | 1.0万股 | +5,000股+50.00% | 加仓 |
 甲骨文ORCL |
| 1.77% | — | $256.5万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 艾伯维ABBV |
| 1.51% | 1.6% | $218.6万 | 8,687股 | $188.9万 | 8,687股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 1.48% | — | $213.5万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| RRUBRIK INC CLASS ARBRK |
| 1.39% | — | $200.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 1.38% | 1.42% | $198.9万 | 52.8万股 | $167.8万 | 45.9万股 | +6.9万股+15.05% | 加仓 |
 NETFLIXNFLX |
| 1.31% | — | $189.2万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| T赛默飞世尔TMO |
| 1.31% | 1.59% | $189.0万 | 3,770股 | $187.5万 | 3,815股 | -45股-1.18% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.08% | 1.27% | $156.1万 | 3,119股 | $149.5万 | 3,119股 | 00.00% | 持仓不变 |
 NubankNU |
| 1.06% | — | $153.6万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
 CELSIUSCELH |
| 1.01% | — | $146.4万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 SOUNDHOUND AI CLASS A COMSOUN |
| 0.97% | 0.79% | $140.1万 | 21.7万股 | $93.5万 | 13.6万股 | +8.0万股+59.13% | 加仓 |
| AATAIBECKLEYATAI |
| 0.96% | 0.41% | $138.6万 | 26.3万股 | $48.3万 | 13.6万股 | +12.7万股+92.82% | 加仓 |
 家得宝HD |
| 0.86% | 0.98% | $123.7万 | 3,509股 | $115.4万 | 3,509股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.74% | 0.67% | $107.7万 | 5,826股 | $78.8万 | 6,121股 | -295股-4.82% | 减仓 |
 应用材料AMAT |
| 0.74% | 0.43% | $107.5万 | 1,487股 | $50.8万 | 1,487股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.54% | 0.56% | $77.6万 | 1.4万股 | $66.4万 | 1.4万股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 0.48% | 0.59% | $69.9万 | 727股 | $69.9万 | 727股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.45% | 0.69% | $64.8万 | 3,911股 | $80.9万 | 3,911股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.43% | 0.77% | $61.6万 | 1,958股 | $90.8万 | 2,762股 | -804股-29.11% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.4% | 0.36% | $58.3万 | 2,312股 | $41.9万 | 2,312股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.36% | 0.43% | $52.3万 | 1,019股 | $50.9万 | 1,019股 | 00.00% | 持仓不变 |
| IiShares安硕·ETHEREUM TRETHA |
| 0.36% | 0.59% | $52.3万 | 4.4万股 | $69.7万 | 4.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.36% | 0.36% | $51.4万 | 3,736股 | $42.3万 | 3,736股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.2% | 0.25% | $29.0万 | 2,291股 | $30.0万 | 2,291股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.2% | 0.39% | $28.4万 | 2,210股 | $45.5万 | 3,784股 | -1,574股-41.60% | 减仓 |
 DANAHER DEL COMDHR |
| 0.19% | 0.25% | $28.1万 | 1,475股 | $29.8万 | 1,574股 | -99股-6.29% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.18% | 0.18% | $26.7万 | 2,117股 | $21.6万 | 2,117股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.18% | 0.21% | $25.5万 | 1,741股 | $25.1万 | 1,741股 | 00.00% | 持仓不变 |
