 谷歌AGOOGL |
| 4.95% | 4.8% | $3,658.4万 | 10.2万股 | $2,915.2万 | 10.1万股 | +965股+0.95% | 加仓 |
 亚马逊AMZN |
| 4.77% | 5.07% | $3,519.5万 | 14.8万股 | $3,077.1万 | 14.8万股 | -119股-0.08% | 减仓 |
| I景顺·S&PRWL |
| 4.36% | 4.73% | $3,219.8万 | 25.2万股 | $2,870.9万 | 25.0万股 | +2,178股+0.87% | 加仓 |
 英伟达NVDA |
| 4.29% | 4.53% | $3,169.7万 | 15.8万股 | $2,753.8万 | 15.8万股 | +512股+0.32% | 加仓 |
 台积电TSM |
| 4.05% | 3.47% | $2,992.5万 | 6.3万股 | $2,106.8万 | 6.2万股 | +321股+0.51% | 加仓 |
 微软MSFT |
| 3.96% | 4.77% | $2,925.4万 | 7.8万股 | $2,897.2万 | 7.8万股 | +159股+0.20% | 加仓 |
 美光科技MU |
| 3.46% | 1.2% | $2,554.8万 | 2.2万股 | $727.4万 | 2.2万股 | +603股+2.80% | 加仓 |
 AMD超威AMD |
| 3.27% | 1.42% | $2,412.9万 | 4.2万股 | $861.8万 | 4.2万股 | -828股-1.95% | 减仓 |
 PALO ALTOPANW |
| 3.18% | 1.73% | $2,346.4万 | 6.9万股 | $1,049.5万 | 6.5万股 | +3,344股+5.11% | 加仓 |
 苹果AAPL |
| 3.08% | 3.47% | $2,271.7万 | 7.9万股 | $2,104.8万 | 8.3万股 | -4,426股-5.34% | 减仓 |
| S嘉信策略信托SCHD |
| 2.74% | 3.64% | $2,019.9万 | 63.7万股 | $2,209.5万 | 72.0万股 | -8.3万股-11.55% | 减仓 |
 博通AVGO |
| 2.54% | 2.34% | $1,878.8万 | 5.0万股 | $1,418.5万 | 4.6万股 | +3,915股+8.54% | 加仓 |
 CrowdStrikeCRWD |
| 2.29% | 1.42% | $1,693.1万 | 2.2万股 | $860.9万 | 2.2万股 | +134股+0.61% | 加仓 |
 Meta平台META |
| 2.1% | 2.49% | $1,554.3万 | 2.8万股 | $1,513.3万 | 2.6万股 | +1,143股+4.32% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.1% | 2.51% | $1,547.7万 | 27.4万股 | $1,521.8万 | 26.8万股 | +5,531股+2.06% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 2.01% | 2.66% | $1,486.7万 | 13.2万股 | $1,614.3万 | 15.6万股 | -2.4万股-15.67% | 减仓 |
 阿斯麦ASML |
| 1.86% | 1.54% | $1,372.1万 | 6,897股 | $932.4万 | 7,059股 | -162股-2.29% | 减仓 |
 联合健康UNH |
| 1.84% | 1.51% | $1,358.4万 | 3.3万股 | $919.0万 | 3.4万股 | -1,283股-3.78% | 减仓 |
 VisaV |
| 1.55% | 1.68% | $1,144.8万 | 3.3万股 | $1,022.9万 | 3.4万股 | -477股-1.41% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.49% | 1.59% | $1,100.3万 | 32.5万股 | $968.5万 | 33.2万股 | -7,299股-2.20% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.45% | 1.69% | $1,073.0万 | 2.1万股 | $1,027.4万 | 2.1万股 | +3股+0.01% | 加仓 |
| V先锋领航指数基金VOO |
| 1.45% | 1.52% | $1,067.3万 | 1.6万股 | $922.3万 | 1.5万股 | +105股+0.68% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.36% | 1.56% | $1,007.8万 | 18.8万股 | $946.3万 | 19.2万股 | -3,698股-1.93% | 减仓 |
 ServiceNowNOW |
| 1.31% | 1.8% | $964.2万 | 9.7万股 | $1,095.4万 | 10.5万股 | -7,652股-7.30% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.27% | 0.56% | $939.3万 | 2.2万股 | $341.0万 | 2.1万股 | +1,009股+4.86% | 加仓 |
| IiShares安硕信托IWY |
| 1.09% | 1.13% | $803.1万 | 2.8万股 | $688.0万 | 2.8万股 | -13股-0.05% | 减仓 |
 伊顿ETN |
| 0.99% | 1% | $732.2万 | 1.7万股 | $609.3万 | 1.7万股 | +147股+0.86% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.96% | 0.96% | $705.5万 | 2.0万股 | $585.6万 | 2.0万股 | -446股-2.18% | 减仓 |
 优步UBER |
| 0.9% | 1.1% | $668.2万 | 9.3万股 | $667.5万 | 9.3万股 | -202股-0.22% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.8% | 0.84% | $593.9万 | 13.4万股 | $509.1万 | 13.1万股 | +2,861股+2.18% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.79% | 0.98% | $582.2万 | 30.5万股 | $595.8万 | 30.9万股 | -4,225股-1.37% | 减仓 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 0.74% | 0.41% | $546.0万 | 11.2万股 | $247.4万 | 5.3万股 | +5.9万股+112.43% | 加仓 |
 达美航空DAL |
| 0.74% | 0.65% | $544.2万 | 5.8万股 | $391.8万 | 5.9万股 | -835股-1.42% | 减仓 |
| V先锋领航全球基金VGT |
| 0.74% | 0.65% | $542.8万 | 4.5万股 | $393.7万 | 5,643股 | +4.0万股+704.77% | 加仓 |
| IiShares黄金信托IAU |
| 0.72% | 1.03% | $532.1万 | 7.0万股 | $623.5万 | 7.1万股 | -257股-0.36% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.69% | 0.91% | $512.8万 | 10.0万股 | $550.5万 | 10.8万股 | -7,680股-7.10% | 减仓 |
 摩根大通JPM |
| 0.63% | 0.69% | $462.9万 | 1.4万股 | $419.1万 | 1.4万股 | -107股-0.75% | 减仓 |
 特斯拉TSLA |
| 0.59% | 0.64% | $438.4万 | 1.0万股 | $387.0万 | 1.0万股 | +12股+0.12% | 加仓 |
 万事达MA |
| 0.59% | 0.65% | $436.7万 | 8,503股 | $395.4万 | 7,914股 | +589股+7.44% | 加仓 |
 赛富时CRM |
| 0.53% | 1.06% | $393.5万 | 2.5万股 | $644.2万 | 3.5万股 | -9,412股-27.26% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.53% | 0.55% | $391.4万 | 4.8万股 | $332.9万 | 4.7万股 | +818股+1.74% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 0.53% | 0.43% | $388.0万 | 7.6万股 | $259.8万 | 5.6万股 | +2.0万股+36.01% | 加仓 |
| PProShares信托NOBL |
| 0.49% | 0.56% | $363.2万 | 6.5万股 | $339.0万 | 3.2万股 | +3.3万股+102.28% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.47% | 0.53% | $344.7万 | 8.4万股 | $323.8万 | 8.3万股 | +464股+0.56% | 加仓 |
 应用材料AMAT |
| 0.41% | 0.25% | $301.9万 | 4,176股 | $149.0万 | 4,359股 | -183股-4.20% | 减仓 |
 埃克森美孚XOM |
| 0.41% | 0.61% | $299.2万 | 2.2万股 | $370.5万 | 2.2万股 | +21股+0.10% | 加仓 |
| IiShares安硕信托IVV |
| 0.4% | 0.43% | $299.0万 | 3,993股 | $260.9万 | 3,995股 | -2股-0.05% | 减仓 |
| F富达Covington信托FENI |
| 0.4% | 0.57% | $294.9万 | 7.3万股 | $343.3万 | 9.2万股 | -1.9万股-20.38% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 0.39% | 0.5% | $288.6万 | 5.7万股 | $306.2万 | 6.0万股 | -3,556股-5.89% | 减仓 |
| S道富XLI |
| 0.39% | 0.41% | $287.7万 | 1.6万股 | $249.4万 | 1.5万股 | +110股+0.71% | 加仓 |
