 英伟达NVDA |
| 11.25% | 11.16% | $2,169.4万 | 10.8万股 | $1,850.5万 | 10.6万股 | +2,229股+2.11% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 8.74% | 9.31% | $1,686.6万 | 21.3万股 | $1,544.8万 | 19.5万股 | +1.9万股+9.51% | 加仓 |
| IiShares安硕信托LQD |
| 7.94% | 10.17% | $1,531.8万 | 14.0万股 | $1,686.6万 | 15.5万股 | -1.4万股-9.24% | 减仓 |
| I景顺QQQ信托VOO |
| 6.57% | 6.06% | $1,267.2万 | 1.7万股 | $1,004.4万 | 1.7万股 | -194股-1.11% | 减仓 |
| IiShares安硕信托IVV |
| 5.72% | 5.97% | $1,104.0万 | 1.5万股 | $989.7万 | 1.5万股 | -409股-2.70% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 3.78% | 3.77% | $728.7万 | 17.7万股 | $626.0万 | 17.6万股 | +1,393股+0.79% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 3.77% | 4.92% | $727.7万 | 9.7万股 | $815.5万 | 10.9万股 | -1.2万股-11.39% | 减仓 |
 礼来LLY |
| 3.23% | 2.85% | $622.4万 | 5,189股 | $472.6万 | 5,138股 | +51股+0.99% | 加仓 |
 亚马逊AMZN |
| 3.17% | 3.34% | $611.7万 | 2.6万股 | $553.4万 | 2.7万股 | -905股-3.41% | 减仓 |
 VertivVRT |
| 2.76% | 2.45% | $532.9万 | 1.6万股 | $406.2万 | 1.6万股 | -292股-1.80% | 减仓 |
 台积电TSM |
| 2.62% | 2.1% | $504.8万 | 1.1万股 | $347.9万 | 1.0万股 | +278股+2.70% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.3% | 2.14% | $443.7万 | 1.2万股 | $354.2万 | 1.2万股 | +100股+0.83% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.26% | 2.83% | $435.0万 | 1.9万股 | $469.5万 | 2.2万股 | -3,075股-13.83% | 减仓 |
 苹果AAPL |
| 2.19% | 2.32% | $422.3万 | 1.5万股 | $384.2万 | 1.5万股 | -542股-3.58% | 减仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 2.19% | 2.35% | $422.3万 | 6.3万股 | $389.7万 | 6.3万股 | -199股-0.31% | 减仓 |
 美光科技MU |
| 2.05% | 0.19% | $395.3万 | 3,425股 | $31.8万 | 940股 | +2,485股+264.36% | 加仓 |
 微软MSFT |
| 1.96% | 2.27% | $378.5万 | 1.0万股 | $376.7万 | 1.0万股 | -31股-0.30% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.74% | 2.27% | $335.0万 | 5.5万股 | $377.3万 | 6.8万股 | -1.3万股-19.78% | 减仓 |
 福泰制药VRTX |
| 1.68% | 1.69% | $323.6万 | 6,515股 | $280.3万 | 6,277股 | +238股+3.79% | 加仓 |
| IiShares安硕信托IVW |
| 1.66% | 1.6% | $319.3万 | 2.3万股 | $264.9万 | 2.3万股 | -204股-0.87% | 减仓 |
 博通AVGO |
| 1.53% | 1.46% | $294.9万 | 7,807股 | $242.2万 | 7,826股 | -19股-0.24% | 减仓 |
 GE航空GE |
| 1.44% | 1.27% | $277.4万 | 7,422股 | $210.9万 | 7,432股 | -10股-0.13% | 减仓 |
 康宁GLW |
| 1.25% | — | $242.0万 | 9,475股 | $0 | 0股 | +9,475股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.23% | 0.84% | $236.4万 | 2.4万股 | $139.7万 | 1.8万股 | +5,725股+31.76% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.17% | 1.29% | $226.5万 | 2.2万股 | $214.5万 | 2.2万股 | -281股-1.27% | 减仓 |
 GE VernovaGEV |
| 1.16% | 1.01% | $224.4万 | 1,910股 | $166.7万 | 1,910股 | 00.00% | 持仓不变 |
| TTERADYNETER |
| 0.96% | — | $185.7万 | 3,838股 | $0 | 0股 | +3,838股 | 新买入 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.93% | 0.8% | $180.1万 | 9,470股 | $132.7万 | 7,860股 | +1,610股+20.48% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.89% | 0.82% | $171.8万 | 4,360股 | $136.8万 | 4,360股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.63% | 0.52% | $120.9万 | 4,795股 | $87.0万 | 4,795股 | 00.00% | 持仓不变 |
| NNOKIA SPONSORED ADRNOK |
| 0.55% | — | $105.7万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 AMGEN COMAMGN |
| 0.47% | 0.53% | $90.7万 | 2,504股 | $88.1万 | 2,504股 | 00.00% | 持仓不变 |
| JJOBY AVIATIONJOBY |
| 0.46% | 0.73% | $88.8万 | 10.0万股 | $121.0万 | 14.6万股 | -4.7万股-32.05% | 减仓 |
| PPacer基金信托COWZ |
| 0.45% | 0.48% | $86.5万 | 1.4万股 | $80.2万 | 1.3万股 | +1,086股+8.47% | 加仓 |
 美高梅MGM |
| 0.44% | 0.47% | $85.3万 | 1.8万股 | $77.5万 | 2.1万股 | -3,100股-14.80% | 减仓 |
 埃克森美孚XOM |
| 0.39% | 0.56% | $75.0万 | 5,489股 | $93.1万 | 5,489股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.39% | 0.43% | $74.5万 | 2,960股 | $71.4万 | 3,281股 | -321股-9.78% | 减仓 |
 特斯拉TSLA |
| 0.38% | 0.39% | $73.5万 | 1,748股 | $64.0万 | 1,722股 | +26股+1.51% | 加仓 |
 PALO ALTOPANW |
| 0.36% | 0.2% | $69.1万 | 2,026股 | $32.7万 | 2,039股 | -13股-0.64% | 减仓 |
| V先锋领航指数基金VOO |
| 0.35% | 0.37% | $68.3万 | 994股 | $60.6万 | 1,014股 | -20股-1.97% | 减仓 |
 REDDIT CL ARDDT |
| 0.33% | 0.51% | $63.4万 | 3,651股 | $85.0万 | 6,310股 | -2,659股-42.14% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.33% | 0.39% | $63.0万 | 371股 | $64.1万 | 371股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.33% | 0.33% | $62.8万 | 4,000股 | $55.3万 | 4,000股 | 00.00% | 持仓不变 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.32% | 0.32% | $61.8万 | 1.5万股 | $53.5万 | 1.5万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.31% | 0.38% | $59.9万 | 1,441股 | $63.4万 | 2,342股 | -901股-38.47% | 减仓 |
 摩根大通JPM |
| 0.27% | 0.27% | $52.5万 | 1,603股 | $45.0万 | 1,529股 | +74股+4.84% | 加仓 |
 强生JNJ |
| 0.26% | 0.29% | $50.8万 | 1,999股 | $48.9万 | 1,999股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.26% | 0.24% | $49.5万 | 1,761股 | $40.5万 | 1,670股 | +91股+5.45% | 加仓 |
 思科CSCO |
| 0.25% | 0.2% | $49.1万 | 4,180股 | $32.7万 | 4,215股 | -35股-0.83% | 减仓 |
| IiShares安硕信托IYF |
| 0.25% | 0.28% | $48.3万 | 3,790股 | $45.9万 | 3,900股 | -110股-2.82% | 减仓 |
