 英伟达NVDA |
| 7.5% | 7.03% | $871.6万 | 4.4万股 | $750.9万 | 4.3万股 | +511股+1.19% | 加仓 |
 亚马逊AMZN |
| 4.95% | 5% | $574.9万 | 2.4万股 | $534.2万 | 2.6万股 | -1,525股-5.95% | 减仓 |
 苹果AAPL |
| 4.73% | 4.58% | $549.3万 | 1.9万股 | $488.7万 | 1.9万股 | -271股-1.41% | 减仓 |
| I景顺QQQ信托VOO |
| 4.48% | 2.51% | $521.2万 | 7,078股 | $267.8万 | 4,639股 | +2,439股+52.58% | 加仓 |
| V先锋领航指数基金VOO |
| 3.66% | 2.97% | $425.5万 | 6,195股 | $316.9万 | 5,303股 | +892股+16.82% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 3.5% | 3.47% | $406.6万 | 4.3万股 | $370.6万 | 3.9万股 | +4,158股+10.71% | 加仓 |
 微软MSFT |
| 3.49% | 3.64% | $405.3万 | 1.1万股 | $388.3万 | 1.0万股 | +377股+3.59% | 加仓 |
 谷歌AGOOGL |
| 2.94% | 2.95% | $341.8万 | 9,565股 | $314.5万 | 1.1万股 | -1,373股-12.55% | 减仓 |
 博通AVGO |
| 2.76% | 2.57% | $321.2万 | 8,502股 | $274.1万 | 8,852股 | -350股-3.95% | 减仓 |
 阿斯麦ASML |
| 2.54% | 2.46% | $295.2万 | 1,484股 | $262.4万 | 1,987股 | -503股-25.31% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 2.29% | 2.66% | $266.3万 | 1.2万股 | $284.1万 | 1.5万股 | -2,674股-18.06% | 减仓 |
 台积电TSM |
| 2.13% | 1.77% | $247.1万 | 5,165股 | $189.1万 | 5,580股 | -415股-7.44% | 减仓 |
 Meta平台META |
| 1.93% | 2.13% | $224.0万 | 3,976股 | $227.7万 | 3,979股 | -3股-0.08% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.88% | 1.45% | $218.5万 | 1.1万股 | $155.0万 | 1.2万股 | -196股-1.68% | 减仓 |
 VisaV |
| 1.86% | 1.83% | $216.4万 | 6,306股 | $195.0万 | 6,452股 | -146股-2.26% | 减仓 |
 PROGRESSIVEPGR |
| 1.61% | 1.32% | $187.2万 | 8,570股 | $140.6万 | 7,094股 | +1,476股+20.81% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.55% | 1.53% | $180.0万 | 3,597股 | $162.8万 | 3,397股 | +200股+5.89% | 加仓 |
 PALO ALTOPANW |
| 1.3% | 0.67% | $151.7万 | 4,447股 | $71.3万 | 4,447股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 1.28% | 1.39% | $149.1万 | 4.5万股 | $147.9万 | 3.9万股 | +6,280股+16.31% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.27% | 1.25% | $147.7万 | 2.4万股 | $133.4万 | 2.4万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 1.18% | 1.29% | $136.8万 | 2.4万股 | $137.2万 | 2.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托LQD |
| 1.08% | 1.19% | $125.3万 | 1.1万股 | $127.0万 | 1.2万股 | -160股-1.37% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.07% | 1.02% | $124.0万 | 1.6万股 | $108.5万 | 1.4万股 | +2,000股+14.61% | 加仓 |
 WASTE CONNECTIONSWCN |
| 1.02% | 1.1% | $118.0万 | 7,081股 | $116.9万 | 7,206股 | -125股-1.73% | 减仓 |
 标普全球SPGI |
| 0.98% | 1.12% | $114.2万 | 2,803股 | $119.2万 | 2,803股 | 00.00% | 持仓不变 |
 明晟MSCI |
| 0.98% | 1.12% | $113.4万 | 2,024股 | $119.9万 | 2,225股 | -201股-9.03% | 减仓 |
 联合健康UNH |
| 0.95% | 0.81% | $110.9万 | 2,669股 | $86.3万 | 3,188股 | -519股-16.28% | 减仓 |
 万事达MA |
| 0.94% | 1.02% | $108.8万 | 2,118股 | $109.1万 | 2,184股 | -66股-3.02% | 减仓 |
| AAAONAAON |
| 0.92% | 0.65% | $106.9万 | 8,429股 | $69.8万 | 8,429股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.89% | 0.22% | $103.4万 | 896股 | $23.7万 | 700股 | +196股+28.00% | 加仓 |
 FICOFICO |
| 0.83% | 0.8% | $95.9万 | 803股 | $85.7万 | 803股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.74% | 0.75% | $86.4万 | 9,386股 | $79.8万 | 8,645股 | +741股+8.57% | 加仓 |
| IiShares安硕EWL |
| 0.74% | 0.75% | $85.5万 | 1.4万股 | $80.0万 | 1.4万股 | 00.00% | 持仓不变 |
| N纳斯达克NDAQ |
| 0.72% | 0.85% | $84.1万 | 1.1万股 | $90.6万 | 1.1万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.7% | 0.67% | $81.7万 | 1.4万股 | $71.4万 | 1.5万股 | -300股-2.05% | 减仓 |
 宣伟SHW |
| 0.68% | 0.69% | $79.2万 | 2,299股 | $73.7万 | 2,299股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.67% | 0.68% | $78.4万 | 1.2万股 | $72.1万 | 1.2万股 | 00.00% | 持仓不变 |
 汽车地带AZO |
| 0.67% | 0.61% | $77.3万 | 242股 | $64.9万 | 192股 | +50股+26.04% | 加仓 |
| SSANDISK COMSNDK |
| 0.65% | 0.2% | $75.0万 | 330股 | $21.0万 | 330股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.64% | 0.51% | $73.9万 | 629股 | $54.9万 | 629股 | 00.00% | 持仓不变 |
| WWATSCOWSO |
| 0.63% | 0.6% | $73.2万 | 1,756股 | $63.9万 | 1,756股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.63% | 0.54% | $73.2万 | 2,415股 | $57.4万 | 2,415股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.6% | 0.66% | $69.7万 | 2,131股 | $70.3万 | 2,390股 | -259股-10.84% | 减仓 |
| V先锋领航全球基金VGT |
| 0.59% | 0.47% | $68.1万 | 5,699股 | $49.7万 | 712股 | +4,987股+700.42% | 加仓 |
| IiShares安硕信托IQLT |
| 0.57% | 0.41% | $66.6万 | 1.3万股 | $43.9万 | 9,504股 | +3,937股+41.42% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.54% | 0.68% | $62.5万 | 1.2万股 | $72.1万 | 1.2万股 | 00.00% | 持仓不变 |
| F第一信托·USTCIBR |
| 0.53% | 0.4% | $61.8万 | 6,875股 | $43.1万 | 6,875股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.51% | 0.23% | $59.8万 | 7,277股 | $24.2万 | 2,933股 | +4,344股+148.11% | 加仓 |
 ShopifySHOP |
| 0.49% | 0.42% | $57.0万 | 4,993股 | $45.1万 | 3,800股 | +1,193股+31.39% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.47% | 0.55% | $54.1万 | 1,028股 | $58.8万 | 1,047股 | -19股-1.81% | 减仓 |
