 苹果AAPL |
| 8.5% | 1.2% | $3,381.9万 | 11.7万股 | $358.3万 | 1.4万股 | +10.3万股+727.97% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 8.47% | 11.07% | $3,371.1万 | 42.7万股 | $3,291.0万 | 41.5万股 | +1.1万股+2.74% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 6.34% | 6.17% | $2,524.7万 | 8.8万股 | $1,833.6万 | 8.8万股 | +273股+0.31% | 加仓 |
| IiShares安硕信托IWY |
| 6.26% | 7.13% | $2,493.3万 | 8.6万股 | $2,121.2万 | 8.5万股 | +542股+0.64% | 加仓 |
| V先锋领航指数基金VOO |
| 5.79% | 1.08% | $2,306.5万 | 3.1万股 | $322.4万 | 5,586股 | +2.6万股+460.69% | 加仓 |
 英伟达NVDA |
| 5.51% | 6.24% | $2,192.6万 | 11.0万股 | $1,855.3万 | 10.6万股 | +3,197股+3.01% | 加仓 |
 谷歌AGOOGL |
| 4.4% | 5.1% | $1,750.9万 | 4.9万股 | $1,515.2万 | 5.3万股 | -3,697股-7.02% | 减仓 |
| F富达Covington信托FDIS |
| 3.73% | 4.43% | $1,484.8万 | 14.4万股 | $1,316.5万 | 14.1万股 | +3,217股+2.28% | 加仓 |
 微软MSFT |
| 3.64% | 4.8% | $1,448.3万 | 3.9万股 | $1,426.7万 | 3.9万股 | +286股+0.74% | 加仓 |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 3.38% | 4.06% | $1,345.7万 | 17.4万股 | $1,206.3万 | 17.1万股 | +2,755股+1.61% | 加仓 |
| IiShares安硕信托TIP |
| 3.12% | 4.11% | $1,243.3万 | 11.4万股 | $1,222.7万 | 11.1万股 | +2,829股+2.55% | 加仓 |
| F富达Covington信托FNCL |
| 2.75% | 3.31% | $1,096.1万 | 14.3万股 | $983.1万 | 14.0万股 | +3,124股+2.23% | 加仓 |
 博通AVGO |
| 2.35% | 2.6% | $936.3万 | 2.5万股 | $771.8万 | 2.5万股 | -149股-0.60% | 减仓 |
 亚马逊AMZN |
| 2.07% | 0.32% | $824.2万 | 3.5万股 | $95.0万 | 4,560股 | +3.0万股+658.33% | 加仓 |
| FFIDELITY MSCI CONSUMER STAPLES INDEX ETFFSTA |
| 1.94% | 2.53% | $773.2万 | 14.7万股 | $752.0万 | 14.4万股 | +3,456股+2.40% | 加仓 |
 万事达MA |
| 1.89% | 2.44% | $752.9万 | 1.5万股 | $726.8万 | 1.5万股 | +115股+0.79% | 加仓 |
 好市多COST |
| 1.87% | 2.65% | $746.0万 | 7,976股 | $787.6万 | 7,905股 | +71股+0.90% | 加仓 |
| FFIDELITY MSCI COMMUNICATION SERVICES INDEX ETFFCOM |
| 1.85% | 2.44% | $734.6万 | 10.6万股 | $724.3万 | 10.6万股 | -610股-0.57% | 减仓 |
 摩根大通JPM |
| 1.61% | 1.87% | $639.4万 | 2.0万股 | $554.5万 | 1.9万股 | +683股+3.62% | 加仓 |
| IiShares安硕信托STIP |
| 1.56% | 2.05% | $621.2万 | 6.1万股 | $610.9万 | 5.9万股 | +1,748股+2.96% | 加仓 |
| V先锋领航全球基金VGT |
| 1.53% | 1.91% | $609.9万 | 5.1万股 | $567.6万 | 8,135股 | +4.3万股+527.33% | 加仓 |
| F富达·MSCIFIDU |
| 1.5% | 1.72% | $597.1万 | 6.0万股 | $510.8万 | 5.9万股 | +904股+1.53% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.47% | 0.17% | $585.6万 | 1.2万股 | $49.7万 | 1,038股 | +1.1万股+1,027.36% | 加仓 |
 派克汉尼汾PH |
| 1.43% | 1.73% | $569.3万 | 5,820股 | $515.8万 | 5,761股 | +59股+1.02% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 1.36% | 1.73% | $540.2万 | 10.9万股 | $515.4万 | 10.4万股 | +5,000股+4.83% | 加仓 |
 沃尔玛WMT |
| 1.25% | 1.87% | $495.7万 | 4.4万股 | $555.2万 | 4.5万股 | -906股-2.03% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.23% | 1.59% | $489.0万 | 21.1万股 | $473.6万 | 20.4万股 | +7,418股+3.64% | 加仓 |
 应用材料AMAT |
| 1.09% | — | $432.7万 | 5,985股 | $0 | 0股 | +5,985股 | 新买入 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.96% | 1.15% | $383.4万 | 2.0万股 | $340.4万 | 2.0万股 | -5股-0.02% | 减仓 |
 高盛GS |
| 0.88% | 0.98% | $350.1万 | 3,462股 | $290.4万 | 3,432股 | +30股+0.87% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.83% | 1.1% | $332.0万 | 1.1万股 | $327.9万 | 1.2万股 | -940股-7.81% | 减仓 |
 礼来LLY |
| 0.71% | 0.67% | $282.3万 | 2,353股 | $197.9万 | 2,151股 | +202股+9.39% | 加仓 |
| V先锋领航全球基金VIS |
| 0.61% | 0.71% | $244.1万 | 6,774股 | $211.8万 | 6,783股 | -9股-0.13% | 减仓 |
| V先锋领航全球基金VCR |
| 0.6% | 0.78% | $239.5万 | 6,038股 | $232.1万 | 6,465股 | -427股-6.60% | 减仓 |
 家得宝HD |
| 0.59% | 0.89% | $233.5万 | 6,622股 | $265.6万 | 8,075股 | -1,453股-17.99% | 减仓 |
 安费诺APH |
| 0.49% | — | $194.6万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 AMD超威AMD |
| 0.47% | — | $188.8万 | 3,250股 | $0 | 0股 | +3,250股 | 新买入 |
| V先锋领航全球基金VDC |
| 0.47% | 0.69% | $188.6万 | 8,365股 | $206.6万 | 9,200股 | -835股-9.08% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.45% | 0.5% | $178.7万 | 1.5万股 | $147.4万 | 1.5万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHP |
| 0.41% | 0.55% | $164.9万 | 6.2万股 | $163.4万 | 6.1万股 | +825股+1.34% | 加仓 |
 NETFLIXNFLX |
| 0.39% | 0.71% | $155.4万 | 2.2万股 | $212.4万 | 2.2万股 | -328股-1.48% | 减仓 |
| G通用动力VTI |
| 0.37% | 0.44% | $148.9万 | 4,025股 | $129.9万 | 4,050股 | -25股-0.62% | 减仓 |
 联合健康UNH |
| 0.37% | 0.49% | $146.0万 | 3,512股 | $145.4万 | 5,370股 | -1,858股-34.60% | 减仓 |
 史赛克SYK |
| 0.37% | 0.53% | $145.5万 | 4,621股 | $157.4万 | 4,791股 | -170股-3.55% | 减仓 |
 帕兰提尔PLTR |
| 0.33% | 0.58% | $132.5万 | 1.1万股 | $172.9万 | 1.2万股 | -465股-3.93% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.3% | $119.4万 | 3,379股 | $90.1万 | 3,141股 | +238股+7.58% | 加仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 0.3% | 0.33% | $119.0万 | 2.4万股 | $97.6万 | 2.4万股 | -140股-0.58% | 减仓 |
 特斯拉TSLA |
| 0.29% | 0.34% | $114.5万 | 2,722股 | $100.1万 | 2,692股 | +30股+1.11% | 加仓 |
 Meta平台META |
| 0.27% | 0.36% | $107.8万 | 1,914股 | $107.5万 | 1,878股 | +36股+1.92% | 加仓 |
| V先锋领航全球基金VFH |
| 0.26% | 0.41% | $103.5万 | 7,863股 | $120.8万 | 9,998股 | -2,135股-21.35% | 减仓 |
