 英伟达NVDA |
| 20.21% | 19.05% | $2,153.4万 | 10.8万股 | $1,864.9万 | 10.7万股 | +686股+0.64% | 加仓 |
| V先锋领航指数基金VOO |
| 16.75% | 14.63% | $1,785.4万 | 2.4万股 | $1,432.9万 | 2.5万股 | -581股-2.34% | 减仓 |
| SSPDR道富系列信托BIL |
| 15.06% | 20.24% | $1,604.7万 | 17.5万股 | $1,981.6万 | 21.6万股 | -4.1万股-19.02% | 减仓 |
 谷歌AGOOGL |
| 7.23% | 6.28% | $770.5万 | 2.2万股 | $615.1万 | 2.1万股 | +168股+0.79% | 加仓 |
 微软MSFT |
| 5.4% | 5.72% | $575.4万 | 1.5万股 | $559.7万 | 1.5万股 | +304股+2.01% | 加仓 |
 亚马逊AMZN |
| 5.02% | 4.75% | $535.2万 | 2.2万股 | $464.7万 | 2.2万股 | +142股+0.64% | 加仓 |
 好市多COST |
| 3.67% | 4.27% | $391.0万 | 4,180股 | $418.4万 | 4,199股 | -19股-0.45% | 减仓 |
 FICOFICO |
| 3.66% | 3.41% | $390.3万 | 3,267股 | $333.5万 | 3,124股 | +143股+4.58% | 加仓 |
 礼来LLY |
| 2.45% | 1.96% | $261.2万 | 2,178股 | $192.3万 | 2,091股 | +87股+4.16% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.33% | 2.42% | $248.7万 | 3,331股 | $237.2万 | 3,647股 | -316股-8.66% | 减仓 |
 VisaV |
| 2.31% | 2.16% | $246.1万 | 7,173股 | $211.1万 | 6,985股 | +188股+2.69% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 2.1% | 2.24% | $223.7万 | 2.5万股 | $219.3万 | 2.7万股 | -2,698股-9.85% | 减仓 |
 苹果AAPL |
| 1.9% | 1.85% | $202.5万 | 6,999股 | $181.2万 | 7,138股 | -139股-1.95% | 减仓 |
 NETFLIXNFLX |
| 1.84% | 2.45% | $196.6万 | 2.8万股 | $239.7万 | 2.5万股 | +2,603股+10.44% | 加仓 |
 Meta平台META |
| 1.48% | 1.21% | $158.1万 | 2,806股 | $118.8万 | 2,077股 | +729股+35.10% | 加仓 |
 博通AVGO |
| 1.41% | 1.18% | $150.5万 | 3,983股 | $115.4万 | 3,728股 | +255股+6.84% | 加仓 |
 万事达MA |
| 1.41% | 1.36% | $150.3万 | 2,927股 | $133.6万 | 2,673股 | +254股+9.50% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.82% | 0.73% | $87.7万 | 2,482股 | $71.2万 | 2,482股 | 00.00% | 持仓不变 |
| F第一信托·USTFDN |
| 0.7% | 0.71% | $74.1万 | 2,798股 | $69.1万 | 2,954股 | -156股-5.28% | 减仓 |
 标普全球SPGI |
| 0.66% | 0.67% | $70.3万 | 1,726股 | $66.0万 | 1,552股 | +174股+11.21% | 加仓 |
| SSpaceXSPCX |
| 0.61% | — | $64.7万 | 3,784股 | $0 | 0股 | +3,784股 | 新买入 |
| SSPDR道富系列信托SPYG |
| 0.57% | 0.51% | $60.4万 | 5,075股 | $49.7万 | 5,075股 | 00.00% | 持仓不变 |
| JJOHN HANCOCK EXCHANGE TRADEDJHML |
| 0.5% | 0.48% | $53.5万 | 6,000股 | $47.0万 | 6,000股 | 00.00% | 持仓不变 |
 明晟MSCI |
| 0.5% | 0.55% | $53.0万 | 946股 | $54.1万 | 1,003股 | -57股-5.68% | 减仓 |
| SSPDR黄金信托GLD |
| 0.46% | — | $48.5万 | 1,317股 | $0 | 0股 | +1,317股 | 新买入 |
 ServiceNowNOW |
| 0.37% | 0.45% | $39.7万 | 3,998股 | $44.0万 | 4,208股 | -210股-4.99% | 减仓 |
 VanEck ETF信托SMH |
| 0.3% | — | $32.3万 | 493股 | $0 | 0股 | +493股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.28% | $28.3万 | 566股 | $27.1万 | 566股 | 00.00% | 持仓不变 |
