| SSAMSARA INC CLASS AIOT |
| 93.02% | 92.73% | $1.33亿 | 411.2万股 | $1.21亿 | 383.4万股 | +27.8万股+7.26% | 加仓 |
| IiShares安硕IEMG |
| 1.62% | 1.62% | $231.6万 | 2.8万股 | $212.8万 | 3.1万股 | -2,551股-8.36% | 减仓 |
| IiShares安硕信托GJS |
| 1.39% | 1.45% | $198.9万 | 8.7万股 | $189.9万 | 8.3万股 | +4,445股+5.36% | 加仓 |
| IiShares黄金信托IAU |
| 0.98% | 1.25% | $140.8万 | 1.9万股 | $164.4万 | 1.9万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.44% | 0.46% | $62.9万 | 3,146股 | $59.7万 | 3,425股 | -279股-8.15% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.41% | 0.44% | $58.7万 | 1.2万股 | $57.9万 | 1.2万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.37% | 0.38% | $53.2万 | 1,839股 | $49.6万 | 1,955股 | -116股-5.93% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.37% | 0.37% | $53.2万 | 5,517股 | $48.9万 | 5,517股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.25% | 0.3% | $35.2万 | 943股 | $38.8万 | 1,048股 | -105股-10.02% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.23% | 0.23% | $32.4万 | 2,042股 | $29.9万 | 2,042股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.22% | 0.22% | $31.4万 | 1,317股 | $29.5万 | 1,415股 | -98股-6.93% | 减仓 |
 谷歌AGOOGL |
| 0.2% | 0.18% | $28.1万 | 785股 | $23.9万 | 831股 | -46股-5.54% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.19% | 0.2% | $26.7万 | 5,963股 | $26.5万 | 5,963股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.17% | 0.16% | $24.2万 | 641股 | $21.2万 | 686股 | -45股-6.56% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.16% | — | $22.8万 | 646股 | $0 | 0股 | +646股 | 新买入 |
