| IiShares安硕信托SGOV |
| 14.75% | 16.51% | $1.53亿 | 152.4万股 | $1.53亿 | 152.4万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 8.47% | 8.15% | $8,811.0万 | 147.6万股 | $7,573.1万 | 140.1万股 | +7.5万股+5.35% | 加仓 |
 苹果AAPL |
| 3.79% | 3.72% | $3,939.5万 | 13.6万股 | $3,455.2万 | 13.6万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 3.74% | 3.61% | $3,894.1万 | 19.5万股 | $3,356.2万 | 19.2万股 | +2,177股+1.13% | 加仓 |
 微软MSFT |
| 3.63% | 3.6% | $3,775.4万 | 10.1万股 | $3,339.4万 | 9.0万股 | +1.1万股+12.19% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.34% | 3.77% | $3,477.7万 | 59.8万股 | $3,498.0万 | 59.8万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 2.89% | 1.59% | $3,003.8万 | 6.9万股 | $1,474.7万 | 6.9万股 | +300股+0.43% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 2.75% | 1.8% | $2,860.3万 | 14.2万股 | $1,669.7万 | 13.6万股 | +5,930股+4.37% | 加仓 |
 科磊KLAC |
| 2.55% | 1.39% | $2,648.4万 | 8.8万股 | $1,292.5万 | 8,778股 | +7.9万股+900.00% | 加仓 |
 应用材料AMAT |
| 2.41% | 1.26% | $2,502.0万 | 3.5万股 | $1,169.1万 | 3.4万股 | +400股+1.17% | 加仓 |
 Meta平台META |
| 2.16% | 2.39% | $2,242.7万 | 4.0万股 | $2,220.7万 | 3.9万股 | +1,000股+2.58% | 加仓 |
 万事达MA |
| 1.95% | 2.13% | $2,030.1万 | 4.0万股 | $1,975.0万 | 4.0万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 1.84% | 1.96% | $1,910.1万 | 12.6万股 | $1,821.9万 | 11.4万股 | +1.2万股+10.52% | 加仓 |
 礼来LLY |
| 1.52% | 1.27% | $1,584.1万 | 1.3万股 | $1,177.9万 | 1.3万股 | +400股+3.12% | 加仓 |
 VisaV |
| 1.44% | 1.42% | $1,496.1万 | 4.4万股 | $1,318.0万 | 4.4万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.33% | 1.21% | $1,382.3万 | 3.9万股 | $1,122.3万 | 3.9万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.29% | 1.16% | $1,337.4万 | 3.7万股 | $1,076.1万 | 3.7万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 1.23% | 1% | $1,281.7万 | 4.3万股 | $931.9万 | 4.8万股 | -5,000股-10.42% | 减仓 |
| IiShares安硕信托AGG |
| 1.12% | 1.42% | $1,167.0万 | 11.8万股 | $1,317.3万 | 13.3万股 | -1.5万股-11.15% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.97% | 1.04% | $1,008.1万 | 2.0万股 | $965.4万 | 2.0万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.95% | 1.03% | $989.4万 | 3.9万股 | $952.3万 | 3.9万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.89% | 1.28% | $923.0万 | 12.9万股 | $1,192.9万 | 12.4万股 | +5,200股+4.19% | 加仓 |
 联合健康UNH |
| 0.85% | 0.71% | $879.7万 | 2.1万股 | $662.6万 | 2.4万股 | -3,322股-13.57% | 减仓 |
 Arista网络ANET |
| 0.83% | 0.63% | $867.0万 | 5.1万股 | $582.4万 | 4.7万股 | +3,600股+7.59% | 加仓 |
 伊顿ETN |
| 0.83% | 0.78% | $860.8万 | 2.0万股 | $722.5万 | 2.0万股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 0.82% | 0.99% | $854.7万 | 18.4万股 | $919.3万 | 17.9万股 | +4,946股+2.76% | 加仓 |
| T赛默飞世尔TMO |
| 0.82% | 0.9% | $852.3万 | 1.7万股 | $835.6万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.78% | 0.78% | $810.7万 | 11.4万股 | $729.1万 | 11.4万股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 0.76% | 0.78% | $789.3万 | 8,070股 | $722.5万 | 8,070股 | 00.00% | 持仓不变 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.76% | 0.77% | $786.8万 | 9.1万股 | $714.2万 | 9.1万股 | 00.00% | 持仓不变 |
 ROSS STORES COMROST |
| 0.75% | — | $783.3万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 空气化工APD |
| 0.75% | 0.83% | $776.9万 | 2.7万股 | $769.8万 | 2.7万股 | 00.00% | 持仓不变 |
 飞塔FTNT |
| 0.74% | 0.44% | $769.6万 | 5.0万股 | $409.4万 | 5.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.68% | 0.66% | $707.4万 | 1.0万股 | $615.5万 | 1.0万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.67% | 0.83% | $701.2万 | 6.2万股 | $769.4万 | 6.2万股 | 00.00% | 持仓不变 |
 ATMOS ENERGYATO |
| 0.64% | 0.77% | $664.3万 | 3.9万股 | $712.3万 | 3.9万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.57% | 0.63% | $597.5万 | 4.7万股 | $582.2万 | 4.8万股 | -1,900股-3.93% | 减仓 |
 摩根大通JPM |
| 0.56% | 0.56% | $581.3万 | 1.8万股 | $522.4万 | 1.8万股 | 00.00% | 持仓不变 |
 ChipotleCMG |
| 0.56% | 0.59% | $577.5万 | 17.0万股 | $543.7万 | 17.0万股 | 00.00% | 持仓不变 |
 Dollar TreeDLTR |
| 0.55% | 0.56% | $572.9万 | 4.7万股 | $518.7万 | 4.7万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.53% | 0.63% | $550.2万 | 5,882股 | $586.1万 | 5,882股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 0.53% | 0.7% | $548.0万 | 2.7万股 | $649.7万 | 2.7万股 | 00.00% | 持仓不变 |
 阿斯利康AZN |
| 0.52% | 0.61% | $544.8万 | 2.9万股 | $566.6万 | 2.9万股 | 00.00% | 持仓不变 |
| GGARMIN SHSGRMN |
| 0.45% | 0.49% | $465.6万 | 2.0万股 | $454.7万 | 2.0万股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 0.44% | 0.36% | $460.6万 | 8,939股 | $331.9万 | 8,339股 | +600股+7.20% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.41% | 0.36% | $431.0万 | 1.8万股 | $337.1万 | 1.8万股 | 00.00% | 持仓不变 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.41% | 0.49% | $423.3万 | 9,672股 | $459.0万 | 9,672股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.41% | 0.45% | $422.3万 | 2.9万股 | $416.0万 | 2.9万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.41% | 0.42% | $421.6万 | 5.2万股 | $394.5万 | 5.2万股 | 00.00% | 持仓不变 |
 ZOETIS CL AZTS |
| 0.4% | 0.7% | $420.4万 | 5.9万股 | $649.0万 | 5.5万股 | +3,600股+6.56% | 加仓 |
