| IiShares安硕信托IVV |
| 11.35% | 11.15% | $1.56亿 | 20.9万股 | $1.32亿 | 20.3万股 | +5,848股+2.88% | 加仓 |
 英伟达NVDA |
| 5.35% | 4.77% | $7,363.3万 | 36.8万股 | $5,668.0万 | 32.5万股 | +4.3万股+13.23% | 加仓 |
 苹果AAPL |
| 3.57% | 3.74% | $4,919.1万 | 17.0万股 | $4,441.3万 | 17.5万股 | -5,000股-2.86% | 减仓 |
 美光科技MU |
| 3.27% | 1.25% | $4,501.7万 | 3.9万股 | $1,486.5万 | 4.4万股 | -5,000股-11.36% | 减仓 |
 微软MSFT |
| 2.55% | 3.08% | $3,506.4万 | 9.4万股 | $3,664.7万 | 9.9万股 | -5,000股-5.05% | 减仓 |
| V先锋领航指数基金VOO |
| 2.48% | 2.45% | $3,415.2万 | 5.0万股 | $2,913.5万 | 4.9万股 | +967股+1.98% | 加仓 |
 亚马逊AMZN |
| 2.48% | 2.56% | $3,408.3万 | 14.3万股 | $3,040.7万 | 14.6万股 | -3,000股-2.05% | 减仓 |
 纽蒙特NEM |
| 2.29% | 3.03% | $3,151.6万 | 33.7万股 | $3,595.4万 | 33.2万股 | +5,300股+1.60% | 加仓 |
 阿格尼科鹰矿AEM |
| 2.28% | 3.03% | $3,144.7万 | 20.3万股 | $3,599.0万 | 17.8万股 | +2.5万股+14.32% | 加仓 |
 AMD超威AMD |
| 2.24% | 0.92% | $3,078.8万 | 5.3万股 | $1,098.5万 | 5.4万股 | -1,000股-1.85% | 减仓 |
 特斯拉TSLA |
| 1.88% | 2.26% | $2,586.7万 | 6.2万股 | $2,687.8万 | 7.2万股 | -1.1万股-14.94% | 减仓 |
 谷歌AGOOGL |
| 1.77% | 1.84% | $2,430.1万 | 6.8万股 | $2,185.5万 | 7.6万股 | -8,000股-10.53% | 减仓 |
| B巴里克黄金GOLD |
| 1.69% | 2.19% | $2,330.7万 | 63.6万股 | $2,603.0万 | 63.8万股 | -2,200股-0.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.67% | 1.64% | $2,296.6万 | 6.5万股 | $1,950.6万 | 6.8万股 | -3,000股-4.41% | 减仓 |
 博通AVGO |
| 1.65% | 1.51% | $2,266.5万 | 6.0万股 | $1,795.2万 | 5.8万股 | +2,000股+3.45% | 加仓 |
 英特尔INTC |
| 1.64% | 0.61% | $2,262.0万 | 16.2万股 | $728.1万 | 16.5万股 | -3,000股-1.82% | 减仓 |
 Meta平台META |
| 1.47% | 1.97% | $2,027.8万 | 3.6万股 | $2,345.7万 | 4.1万股 | -5,000股-12.20% | 减仓 |
 应用材料AMAT |
| 1.37% | 0.72% | $1,879.8万 | 2.6万股 | $854.5万 | 2.5万股 | +1,000股+4.00% | 加仓 |
 泛林集团LRCX |
| 1.27% | 0.74% | $1,755.0万 | 4.1万股 | $876.0万 | 4.1万股 | -500股-1.22% | 减仓 |
 惠顿贵金属WPM |
| 1.23% | 1.47% | $1,686.7万 | 15.0万股 | $1,747.3万 | 13.3万股 | +1.7万股+12.80% | 加仓 |
 沃尔玛WMT |
| 1.15% | 1.46% | $1,585.6万 | 14.0万股 | $1,739.9万 | 14.0万股 | 00.00% | 持仓不变 |
 FRANCO NEVFNV |
| 1.08% | 1.47% | $1,488.2万 | 7.2万股 | $1,742.3万 | 7.1万股 | +1,060股+1.50% | 加仓 |
| IiShares安硕IEMG |
| 0.97% | 0.86% | $1,339.0万 | 16.2万股 | $1,022.1万 | 14.7万股 | +1.5万股+10.30% | 加仓 |
 金罗斯黄金KGC |
| 0.96% | 1.32% | $1,323.8万 | 56.1万股 | $1,568.7万 | 51.4万股 | +4.7万股+9.12% | 加仓 |
 思科CSCO |
| 0.94% | 0.85% | $1,292.1万 | 11.0万股 | $1,008.7万 | 13.0万股 | -2.0万股-15.38% | 减仓 |
 科磊KLAC |
| 0.92% | 0.56% | $1,267.2万 | 4.2万股 | $662.6万 | 4,500股 | +3.8万股+833.33% | 加仓 |
 埃克森美孚XOM |
| 0.92% | 1.35% | $1,264.9万 | 9.3万股 | $1,601.8万 | 9.4万股 | -1,900股-2.01% | 减仓 |
 好市多COST |
| 0.88% | 1.01% | $1,216.1万 | 1.3万股 | $1,195.7万 | 1.2万股 | +1,000股+8.33% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.83% | 0.79% | $1,142.7万 | 3.8万股 | $943.2万 | 3.8万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.83% | 1.13% | $1,142.4万 | 16.0万股 | $1,346.1万 | 14.0万股 | +2.0万股+14.29% | 加仓 |
| GGOLD FIELDSGFI |
| 0.82% | 1.17% | $1,135.2万 | 33.8万股 | $1,384.5万 | 30.5万股 | +3.3万股+10.82% | 加仓 |
 礼来LLY |
| 0.76% | 0.78% | $1,049.5万 | 8,750股 | $929.0万 | 1.0万股 | -1,350股-13.37% | 减仓 |
| SSANDISK COMSNDK |
| 0.74% | — | $1,023.2万 | 4,500股 | $0 | 0股 | +4,500股 | 新买入 |
| IiShares安硕信托EEM |
| 0.7% | 0.74% | $968.1万 | 14.2万股 | $873.7万 | 15.4万股 | -1.2万股-8.02% | 减仓 |
 德州仪器TXN |
| 0.69% | 0.49% | $953.8万 | 3.2万股 | $582.4万 | 3.0万股 | +2,000股+6.67% | 加仓 |
 雪佛龙CVX |
| 0.68% | 0.98% | $932.2万 | 5.6万股 | $1,163.5万 | 5.6万股 | 00.00% | 持仓不变 |
 PAN AMERN SILVERPAAS |
| 0.66% | 0.9% | $908.1万 | 20.3万股 | $1,074.3万 | 19.7万股 | +6,500股+3.30% | 加仓 |
 迈威尔MRVL |
| 0.65% | 0.44% | $893.7万 | 3.0万股 | $517.7万 | 5.2万股 | -2.2万股-42.61% | 减仓 |
 帕兰提尔PLTR |
| 0.64% | 0.94% | $886.7万 | 7.6万股 | $1,111.7万 | 7.6万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.64% | 0.34% | $886.7万 | 2.6万股 | $400.8万 | 2.5万股 | +1,000股+4.00% | 加仓 |
 百事可乐PEP |
| 0.62% | 0.46% | $849.4万 | 6.3万股 | $543.5万 | 3.5万股 | +2.8万股+79.24% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.54% | 0.57% | $739.1万 | 5.9万股 | $682.9万 | 4.9万股 | +9,500股+19.39% | 加仓 |
 西部数据WDC |
| 0.53% | 0.25% | $734.5万 | 1.2万股 | $297.5万 | 1.1万股 | +500股+4.55% | 加仓 |
| CCOEUR MNGCDE |
| 0.52% | 0.62% | $716.3万 | 43.9万股 | $739.9万 | 39.4万股 | +4.5万股+11.34% | 加仓 |
 强生JNJ |
| 0.52% | 0.56% | $716.2万 | 2.8万股 | $660.0万 | 2.7万股 | +1,200股+4.44% | 加仓 |
 直觉外科ISRG |
| 0.49% | 0.64% | $680.0万 | 1.7万股 | $760.6万 | 1.7万股 | +600股+3.64% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.49% | 0.46% | $675.2万 | 1.7万股 | $540.8万 | 1.7万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.48% | 0.41% | $665.2万 | 3.6万股 | $489.4万 | 3.8万股 | -2,000股-5.26% | 减仓 |
 万豪MAR |
| 0.47% | 0.43% | $652.2万 | 1.8万股 | $510.2万 | 1.6万股 | +2,000股+12.82% | 加仓 |
 CrowdStrikeCRWD |
| 0.47% | 0.3% | $648.7万 | 8,500股 | $351.4万 | 9,000股 | -500股-5.56% | 减仓 |
