 苹果AAPL |
| 14.87% | 11.93% | $369.0万 | 1.9万股 | $364.9万 | 2.1万股 | -2,145股-10.07% | 减仓 |
 亚马逊AMZN |
| 5.43% | 4.69% | $134.6万 | 8,860股 | $143.5万 | 1.1万股 | -2,430股-21.52% | 减仓 |
 SITIMESITM |
| 5.05% | 5.02% | $125.3万 | 1.0万股 | $153.5万 | 1.3万股 | -3,175股-23.63% | 减仓 |
 微软MSFT |
| 4.96% | 4.28% | $123.0万 | 3,271股 | $130.9万 | 4,146股 | -875股-21.10% | 减仓 |
 AQUESTIVE THERAPEUTICSAQST |
| 4.82% | 3.61% | $119.5万 | 59.2万股 | $110.5万 | 72.2万股 | -13.1万股-18.07% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.36% | 3.32% | $83.4万 | 5,921股 | $101.5万 | 7,699股 | -1,778股-23.09% | 减仓 |
 赛富时CRM |
| 3.26% | 2.64% | $80.9万 | 3,075股 | $80.8万 | 3,985股 | -910股-22.84% | 减仓 |
| IiShares安硕·COREIJH |
| 3.06% | 3.17% | $76.0万 | 2,743股 | $97.1万 | 3,893股 | -1,150股-29.54% | 减仓 |
| IINTRA-CELLULAR THERAPIES INCITCIEUR |
| 2.86% | 2.59% | $71.0万 | 9,917股 | $79.3万 | 1.5万股 | -5,300股-34.83% | 减仓 |
 UNITED RENTALSURI |
| 2.7% | 2.51% | $67.0万 | 1,169股 | $76.6万 | 1,724股 | -555股-32.19% | 减仓 |
 英伟达NVDA |
| 2.63% | 2.1% | $65.4万 | 1,320股 | $64.3万 | 1,478股 | -158股-10.69% | 减仓 |
 AMD超威AMD |
| 2.6% | 2.04% | $64.5万 | 4,375股 | $62.5万 | 6,075股 | -1,700股-27.98% | 减仓 |
 NETFLIXNFLX |
| 2.37% | 1.98% | $58.8万 | 1,207股 | $60.7万 | 1,607股 | -400股-24.89% | 减仓 |
| IiShares安硕信托ITA |
| 2.03% | 0.92% | $50.3万 | 3,970股 | $28.0万 | 2,643股 | +1,327股+50.21% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.99% | 1.78% | $49.5万 | 5,902股 | $54.5万 | 6,030股 | -128股-2.12% | 减仓 |
| NNUVEEN ESGNUSC |
| 1.95% | 1.33% | $48.3万 | 1.2万股 | $40.7万 | 1.2万股 | +667股+5.70% | 加仓 |
| IiShares安硕信托IVV |
| 1.79% | 2.27% | $44.3万 | 928股 | $69.5万 | 1,618股 | -690股-42.65% | 减仓 |
 Meta平台META |
| 1.75% | 1.58% | $43.5万 | 1,230股 | $48.2万 | 1,605股 | -375股-23.36% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.69% | 1.59% | $41.9万 | 855股 | $48.7万 | 1,220股 | -365股-29.92% | 减仓 |
 FIRST SOLAR COMFSLR |
| 1.63% | — | $40.5万 | 2,350股 | $0 | 0股 | +2,350股 | 新买入 |
 联合健康UNH |
| 1.57% | 1.77% | $39.0万 | 741股 | $54.0万 | 1,071股 | -330股-30.81% | 减仓 |
| IiShares安硕·COREIJR |
| 1.57% | 1.24% | $38.9万 | 3,595股 | $38.0万 | 4,029股 | -434股-10.77% | 减仓 |
| BBANK OF AMERBAC |
| 1.55% | 1.19% | $38.3万 | 1.1万股 | $36.5万 | 1.3万股 | -1,950股-14.62% | 减仓 |
 BOOKING COMBKNG |
| 1.5% | 1.51% | $37.2万 | 105股 | $46.3万 | 150股 | -45股-30.00% | 减仓 |
| HHERCHRI |
| 1.46% | 1.26% | $36.2万 | 2,434股 | $38.5万 | 3,234股 | -800股-24.74% | 减仓 |
 帕兰提尔PLTR |
| 1.27% | 1.45% | $31.4万 | 1.8万股 | $44.4万 | 2.8万股 | -9,425股-33.98% | 减仓 |
| IiShares安硕信托IYF |
| 1.23% | 1.4% | $30.6万 | 3,585股 | $42.9万 | 5,735股 | -2,150股-37.49% | 减仓 |
| IiShares安硕·DOW JONES U.S. ETFIYY |
| 1.22% | 1.25% | $30.2万 | 2,595股 | $38.1万 | 3,645股 | -1,050股-28.81% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.18% | 1.33% | $29.4万 | 3,900股 | $40.7万 | 5,900股 | -2,000股-33.90% | 减仓 |
 CRISPR THERAPEUTICSCRSP |
| 1.15% | — | $28.6万 | 4,575股 | $0 | 0股 | +4,575股 | 新买入 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 1.15% | 1.02% | $28.6万 | 4,424股 | $31.1万 | 5,624股 | -1,200股-21.34% | 减仓 |
 超微电脑SMCI |
| 1.11% | — | $27.6万 | 970股 | $0 | 0股 | +970股 | 新买入 |
 AMGEN COMAMGN |
| 1.11% | 0.85% | $27.5万 | 956股 | $25.9万 | 964股 | -8股-0.83% | 减仓 |
| BBARKBARK |
| 1.08% | 1.48% | $26.9万 | 33.4万股 | $45.3万 | 37.8万股 | -4.4万股-11.53% | 减仓 |
| FFRONTLINE PLC COM USD1FRO |
| 1.08% | 1.92% | $26.8万 | 1.3万股 | $58.6万 | 3.1万股 | -1.8万股-57.17% | 减仓 |
 CloudflareNET |
| 0.98% | 0.81% | $24.4万 | 2,935股 | $24.9万 | 3,950股 | -1,015股-25.70% | 减仓 |
| IINTERNATIONAL SEAWAYS INC COM NPVINSW |
| 0.96% | 1.16% | $23.9万 | 5,255股 | $35.3万 | 7,855股 | -2,600股-33.10% | 减仓 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.95% | 1% | $23.5万 | 8,255股 | $30.6万 | 1.2万股 | -4,130股-33.35% | 减仓 |
 COPART COMCPRT |
| 0.95% | 0.68% | $23.5万 | 4,800股 | $20.7万 | 4,800股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.91% | 0.95% | $22.6万 | 2,145股 | $29.1万 | 2,745股 | -600股-21.86% | 减仓 |
 康明斯CMI |
| 0.91% | — | $22.5万 | 938股 | $0 | 0股 | +938股 | 新买入 |
 TARGET COMTGT |
| 0.87% | 0.67% | $21.5万 | 1,512股 | $20.6万 | 1,862股 | -350股-18.80% | 减仓 |
| AARCHER AVIATIONACHR |
| 0.81% | 0.76% | $20.1万 | 3.3万股 | $23.2万 | 4.6万股 | -1.3万股-28.49% | 减仓 |
| VVera Bradley IncVRA |
| 0.63% | 0.74% | $15.7万 | 2.0万股 | $22.7万 | 3.4万股 | -1.4万股-40.74% | 减仓 |
| AALTO INGREDIENTSALTO |
| 0.61% | 0.86% | $15.2万 | 5.7万股 | $26.3万 | 6.0万股 | -2,500股-4.20% | 减仓 |
 ALTIMMUNEALT |
| 0.45% | 0.12% | $11.3万 | 1.0万股 | $3.6万 | 1.4万股 | -3,760股-27.33% | 减仓 |
| FFISKER INC |
| 0.39% | 0.31% | $9.7万 | 5.5万股 | $9.4万 | 1.5万股 | +4.1万股+277.68% | 加仓 |
| AARBE ROBOTICSARBEW |
| 0.31% | 0.8% | $7.6万 | 3.5万股 | $24.3万 | 10.4万股 | -7.0万股-66.57% | 减仓 |
| LLUMINAR TECHNOLOGIES INC |
| 0.17% | — | $4.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 DraftKings Holdings IncDKNG |
| 0.06% | 0.06% | $1.4万 | 1.4万股 | $1.9万 | 1.9万股 | -5,069股-26.59% | 减仓 |
