 苹果AAPL |
| 9.64% | 9.27% | $1.22亿 | 42.1万股 | $1.01亿 | 39.7万股 | +2.4万股+5.94% | 加仓 |
 谷歌AGOOGL |
| 9.02% | 8.46% | $1.14亿 | 31.9万股 | $9,212.1万 | 32.0万股 | -1,597股-0.50% | 减仓 |
 亚马逊AMZN |
| 7.53% | 7.57% | $9,517.1万 | 39.9万股 | $8,241.9万 | 39.6万股 | +3,574股+0.90% | 加仓 |
 微软MSFT |
| 5.99% | 6.65% | $7,570.1万 | 20.3万股 | $7,241.7万 | 19.6万股 | +7,308股+3.74% | 加仓 |
| BBETTERWARE DEBWMX |
| 4.65% | 5.31% | $5,871.9万 | 326.4万股 | $5,781.9万 | 342.9万股 | -16.5万股-4.82% | 减仓 |
 英伟达NVDA |
| 4.31% | 4.23% | $5,447.2万 | 27.2万股 | $4,609.8万 | 26.4万股 | +7,929股+3.00% | 加仓 |
 Meta平台META |
| 3.99% | 4.46% | $5,045.0万 | 9.0万股 | $4,850.5万 | 8.5万股 | +4,783股+5.64% | 加仓 |
 摩根大通JPM |
| 3.91% | 3.89% | $4,940.8万 | 15.1万股 | $4,236.5万 | 14.4万股 | +6,922股+4.81% | 加仓 |
 美光科技MU |
| 2.97% | 1.33% | $3,752.4万 | 3.3万股 | $1,450.3万 | 4.3万股 | -1.0万股-24.24% | 减仓 |
 高盛GS |
| 2.9% | 2.8% | $3,658.4万 | 3.6万股 | $3,053.0万 | 3.6万股 | +85股+0.24% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.88% | 2.96% | $3,640.5万 | 10.3万股 | $3,219.4万 | 11.2万股 | -9,195股-8.19% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.17% | 2.3% | $2,746.5万 | 17.3万股 | $2,501.2万 | 17.1万股 | +2,504股+1.47% | 加仓 |
 VanEck ETF信托SMH |
| 1.92% | 1.38% | $2,424.3万 | 3.7万股 | $1,505.3万 | 3.9万股 | -2,301股-5.86% | 减仓 |
 博通AVGO |
| 1.71% | 1.55% | $2,157.2万 | 5.7万股 | $1,687.8万 | 5.5万股 | +2,571股+4.71% | 加仓 |
 台积电TSM |
| 1.67% | 1.42% | $2,105.0万 | 4.4万股 | $1,543.5万 | 4.6万股 | -1,555股-3.41% | 减仓 |
 沃尔玛WMT |
| 1.5% | 1.9% | $1,897.6万 | 16.8万股 | $2,069.0万 | 16.6万股 | +1,395股+0.84% | 加仓 |
 VisaV |
| 1.38% | 1.26% | $1,744.7万 | 5.1万股 | $1,369.7万 | 4.5万股 | +5,535股+12.21% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 1.29% | $1,457.7万 | 1.9万股 | $1,399.2万 | 2.1万股 | -1,984股-9.25% | 减仓 |
| V先锋领航指数基金VOO |
| 1.06% | 0.93% | $1,341.3万 | 2.0万股 | $1,008.4万 | 1.7万股 | +2,653股+15.72% | 加仓 |
| BBANK OF AMERBAC |
| 1.03% | 0.98% | $1,303.0万 | 22.9万股 | $1,071.6万 | 22.0万股 | +8,865股+4.03% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.96% | 0.99% | $1,211.7万 | 22.6万股 | $1,080.1万 | 21.9万股 | +7,257股+3.32% | 加仓 |
 CEMEX SAB DE CVCX |
| 0.88% | 0.98% | $1,115.3万 | 92.9万股 | $1,063.3万 | 92.9万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.86% | 0.76% | $1,087.9万 | 9,070股 | $822.9万 | 8,947股 | +123股+1.37% | 加仓 |
| I景顺QQQ信托VOO |
| 0.85% | 0.79% | $1,069.6万 | 1.5万股 | $855.6万 | 1.5万股 | -299股-2.02% | 减仓 |
 优步UBER |
| 0.79% | 0.87% | $1,004.1万 | 13.9万股 | $948.4万 | 13.2万股 | +7,290股+5.53% | 加仓 |
 伊顿ETN |
| 0.79% | 0.77% | $991.9万 | 2.3万股 | $842.9万 | 2.4万股 | -290股-1.23% | 减仓 |
 GE航空GE |
| 0.69% | — | $878.1万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| SSPDR行业精选信托XLK |
| 0.68% | 0.58% | $861.7万 | 4.5万股 | $629.8万 | 4.7万股 | -2,162股-4.56% | 减仓 |
 ShopifySHOP |
| 0.6% | 0.85% | $764.0万 | 6.7万股 | $922.1万 | 7.8万股 | -1.1万股-13.92% | 减仓 |
 好市多COST |
| 0.59% | 0.8% | $748.8万 | 8,005股 | $866.8万 | 8,699股 | -694股-7.98% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.57% | 0.59% | $715.8万 | 3.8万股 | $638.0万 | 3.8万股 | -150股-0.40% | 减仓 |
| T赛默飞世尔TMO |
| 0.56% | 0.73% | $707.8万 | 1.4万股 | $792.4万 | 1.6万股 | -2,000股-12.42% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.55% | 0.58% | $691.6万 | 5.9万股 | $628.0万 | 5.8万股 | +1,340股+2.33% | 加仓 |
| V先锋领航全球基金VGT |
| 0.55% | 0.46% | $690.8万 | 5.8万股 | $505.8万 | 7,250股 | +5.1万股+697.24% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.54% | 0.51% | $687.4万 | 4,050股 | $553.6万 | 3,202股 | +848股+26.48% | 加仓 |
 GE VernovaGEV |
| 0.51% | 0.1% | $645.9万 | 5,495股 | $113.1万 | 1,295股 | +4,200股+324.32% | 加仓 |
 赛富时CRM |
| 0.49% | 1.05% | $624.0万 | 4.0万股 | $1,145.8万 | 6.1万股 | -2.2万股-35.29% | 减仓 |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 0.44% | 0.44% | $550.5万 | 4.3万股 | $484.0万 | 4.4万股 | -540股-1.24% | 减仓 |
 雷神技术RTX |
| 0.41% | 0.5% | $513.0万 | 2.7万股 | $543.4万 | 2.8万股 | -1,130股-4.01% | 减仓 |
 阿里巴巴BABA |
| 0.39% | 0.57% | $491.5万 | 5.1万股 | $615.5万 | 4.9万股 | +1,600股+3.26% | 加仓 |
 阿斯麦ASML |
| 0.38% | 0.29% | $475.3万 | 2,389股 | $315.2万 | 2,386股 | +3股+0.13% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.36% | 0.33% | $456.2万 | 5.6万股 | $362.9万 | 4.4万股 | +1.2万股+26.41% | 加仓 |
 联合健康UNH |
| 0.36% | 0.42% | $454.2万 | 1.1万股 | $456.2万 | 1.7万股 | -5,930股-35.18% | 减仓 |
| IiShares黄金信托IAU |
| 0.36% | — | $451.7万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| IiShares安硕信托SGOV |
| 0.34% | 0.2% | $431.1万 | 4.3万股 | $220.9万 | 2.2万股 | +2.1万股+95.15% | 加仓 |
 艾伯维ABBV |
| 0.34% | 0.34% | $430.7万 | 1.7万股 | $372.2万 | 1.7万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.34% | 0.47% | $427.3万 | 8.0万股 | $515.9万 | 8.4万股 | -3,760股-4.46% | 减仓 |
 CrowdStrikeCRWD |
| 0.34% | 0.16% | $427.2万 | 5,598股 | $175.1万 | 4,485股 | +1,113股+24.82% | 加仓 |
 NETFLIXNFLX |
| 0.34% | 0.52% | $425.7万 | 6.0万股 | $569.5万 | 5.9万股 | +397股+0.67% | 加仓 |
 迪士尼DIS |
| 0.34% | 0.43% | $424.9万 | 4.4万股 | $471.6万 | 4.9万股 | -5,120股-10.46% | 减仓 |
