| SSPDR标普500 ETFSPY |
| 9.06% | 9.08% | $1,344.2万 | 1.8万股 | $1,170.6万 | 1.8万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 8.1% | 7.56% | $1,201.3万 | 3.4万股 | $975.3万 | 3.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 7.47% | 7.51% | $1,108.3万 | 4.7万股 | $968.5万 | 4.7万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 6.25% | 6.25% | $927.2万 | 1.4万股 | $806.7万 | 1.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 4.04% | 4.06% | $600.3万 | 3.0万股 | $523.2万 | 3.0万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 3.51% | 3.54% | $520.8万 | 1.8万股 | $456.8万 | 1.8万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 3.33% | 1.34% | $493.8万 | 8,500股 | $172.9万 | 8,500股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 3.31% | 3.42% | $491.0万 | 1.5万股 | $441.2万 | 1.5万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 2.88% | 0.97% | $427.1万 | 3,700股 | $125.0万 | 3,700股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1.98% | 2.02% | $294.4万 | 7,000股 | $260.2万 | 7,000股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.97% | 2.31% | $292.9万 | 5,200股 | $297.5万 | 5,200股 | 00.00% | 持仓不变 |
 康宁GLW |
| 1.89% | 1.16% | $281.0万 | 1.1万股 | $149.6万 | 1.1万股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 1.87% | 1.42% | $277.8万 | 2.8万股 | $183.6万 | 2.7万股 | +1,200股+4.53% | 加仓 |
 DatadogDDOG |
| 1.84% | — | $273.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 纽柯钢铁NUE |
| 1.58% | 1.38% | $233.9万 | 1.1万股 | $177.6万 | 1.1万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.51% | 2.3% | $223.8万 | 6,000股 | $296.1万 | 8,000股 | -2,000股-25.00% | 减仓 |
 NETFLIXNFLX |
| 1.49% | 1.79% | $221.3万 | 3.1万股 | $230.8万 | 2.4万股 | +7,000股+29.17% | 加仓 |
 英特尔INTC |
| 1.41% | — | $209.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 ROKU COM CL AROKU |
| 1.4% | 1.1% | $207.2万 | 1.5万股 | $141.9万 | 1.5万股 | 00.00% | 持仓不变 |
 CENTENE DEL COMCNC |
| 1.28% | — | $189.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 博通AVGO |
| 1.27% | 1.78% | $188.9万 | 5,000股 | $229.0万 | 7,400股 | -2,400股-32.43% | 减仓 |
 泛林集团LRCX |
| 1.23% | 0.7% | $182.0万 | 4,200股 | $89.7万 | 4,200股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 1.18% | — | $175.5万 | 2,300股 | $0 | 0股 | +2,300股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.17% | 1.04% | $174.1万 | 2.0万股 | $134.1万 | 2.0万股 | 00.00% | 持仓不变 |
 ROYALTY PHARMARPRX |
| 1.13% | 1.12% | $168.2万 | 3.0万股 | $143.9万 | 3.0万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 1.11% | 0.84% | $164.4万 | 1.4万股 | $108.6万 | 1.4万股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 1.11% | 1.02% | $164.4万 | 1.4万股 | $131.7万 | 1.1万股 | +3,300股+29.73% | 加仓 |
 阿斯麦ASML |
| 1.07% | 0.82% | $159.2万 | 800股 | $105.7万 | 800股 | 00.00% | 持仓不变 |
 捷普JBL |
| 1.04% | 0.82% | $154.2万 | 4,000股 | $106.3万 | 4,000股 | 00.00% | 持仓不变 |
 高盛GS |
| 1.02% | 0.98% | $151.7万 | 1,500股 | $126.9万 | 1,500股 | 00.00% | 持仓不变 |
 ILLUMINAILMN |
| 1.01% | 0.81% | $149.5万 | 8,500股 | $104.8万 | 8,500股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 1% | 0.77% | $149.1万 | 1,400股 | $99.2万 | 1,400股 | 00.00% | 持仓不变 |
 台积电TSM |
| 1% | 0.81% | $148.0万 | 3,100股 | $104.8万 | 3,100股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.96% | 0.97% | $143.1万 | 1.4万股 | $125.4万 | 1.4万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.94% | 2.52% | $140.0万 | 1.2万股 | $324.7万 | 2.2万股 | -1.0万股-45.95% | 减仓 |
 NetAppNTAP |
| 0.94% | 0.71% | $139.3万 | 9,000股 | $92.2万 | 9,000股 | 00.00% | 持仓不变 |
 SOUTHWEST AIRLS COMLUV |
| 0.94% | — | $138.8万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 罗克韦尔自动化ROK |
| 0.93% | 0.78% | $138.6万 | 2,800股 | $100.5万 | 2,800股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.92% | 1.11% | $136.4万 | 9,000股 | $143.7万 | 9,000股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.9% | 1.03% | $132.8万 | 1.4万股 | $133.0万 | 1.4万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.87% | 1.08% | $129.2万 | 1,100股 | $139.7万 | 1,600股 | -500股-31.25% | 减仓 |
 Arm控股ARM |
| 0.84% | — | $124.1万 | 3,500股 | $0 | 0股 | +3,500股 | 新买入 |
| TTEMPUS AITEM |
| 0.78% | — | $115.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 MP MATERIALSMP |
| 0.75% | — | $112.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 TARGET COMTGT |
| 0.75% | 0.8% | $111.0万 | 8,500股 | $103.0万 | 8,500股 | 00.00% | 持仓不变 |
| FFLEXFLEX |
| 0.71% | — | $105.3万 | 6,500股 | $0 | 0股 | +6,500股 | 新买入 |
 REDDIT CL ARDDT |
| 0.7% | — | $104.1万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
 Dollar TreeDLTR |
| 0.69% | — | $102.8万 | 8,500股 | $0 | 0股 | +8,500股 | 新买入 |
 Arista网络ANET |
| 0.69% | — | $101.9万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
| DDOORDASHDASH |
| 0.68% | — | $101.5万 | 5,500股 | $0 | 0股 | +5,500股 | 新买入 |
