Too tech heavy?

I hold

ADBE- $500

AMD- $7000

AVGO- $15,000

NVDA- $32,000

FSELX- $15,000

FSPTX- $9,000

FXAIX- $115,000

FZILX- $100

MKTAY- $900

MU- $400

Ameritas acct- $12,000 but no access until October

Cash- $45,000

HYSA- $20,000

My portfolio is 3 years old. Up ~$40k, mostly on FXAIX and FSELX. I’m 36M. Thinking about selling AMD & AVGO and going NVDA, FSELX or FXAIX with the funds.f