| V先锋领航指数基金VOO |
| 11.27% | 11.24% | $2,387.8万 | 3.5万股 | $2,073.4万 | 3.5万股 | +69股+0.20% | 加仓 |
| SSPDR标普500 ETFSPY |
| 10.32% | 10.48% | $2,186.6万 | 2.9万股 | $1,934.6万 | 3.0万股 | -467股-1.57% | 减仓 |
| V先锋领航指数基金VUG |
| 8.33% | 7.86% | $1,763.7万 | 20.5万股 | $1,449.9万 | 3.3万股 | +17.2万股+516.84% | 加仓 |
| V先锋领航指数基金VTV |
| 7.19% | 7.22% | $1,524.0万 | 7.0万股 | $1,332.1万 | 6.8万股 | +2,036股+3.00% | 加仓 |
| IiShares安硕信托IVW |
| 6.71% | 6.38% | $1,421.4万 | 10.3万股 | $1,177.8万 | 10.4万股 | -773股-0.74% | 减仓 |
 苹果AAPL |
| 3.67% | 4.03% | $778.4万 | 2.7万股 | $743.1万 | 2.9万股 | -2,379股-8.13% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 3.38% | 3.23% | $715.9万 | 2.4万股 | $596.7万 | 2.4万股 | -234股-0.97% | 减仓 |
 雷神技术RTX |
| 3.29% | 5.6% | $697.6万 | 3.7万股 | $1,033.3万 | 5.4万股 | -1.7万股-31.36% | 减仓 |
 美光科技MU |
| 3.17% | 0.94% | $671.7万 | 5,819股 | $173.3万 | 5,130股 | +689股+13.43% | 加仓 |
| V先锋领航·S&PIVOG |
| 2.45% | 2.41% | $518.0万 | 3.5万股 | $444.1万 | 3.6万股 | -113股-0.32% | 减仓 |
| I景顺QQQ信托VOO |
| 2.42% | 2.18% | $511.8万 | 6,950股 | $402.1万 | 6,967股 | -17股-0.24% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.24% | 1.79% | $474.8万 | 2.5万股 | $330.4万 | 2.5万股 | +56股+0.23% | 加仓 |
| V先锋领航指数基金VOT |
| 2% | 1.89% | $423.1万 | 1.4万股 | $348.3万 | 1.4万股 | +279股+2.06% | 加仓 |
 微软MSFT |
| 1.9% | 2.02% | $401.8万 | 1.1万股 | $372.9万 | 1.0万股 | +695股+6.90% | 加仓 |
| S道富XLI |
| 1.66% | 1.65% | $351.4万 | 1.9万股 | $305.2万 | 1.9万股 | +102股+0.54% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.54% | 1.62% | $325.6万 | 2.1万股 | $299.6万 | 2.0万股 | +83股+0.41% | 加仓 |
| SSPDR行业精选信托XLY |
| 1.49% | 1.77% | $316.6万 | 3.0万股 | $326.9万 | 2.9万股 | +61股+0.21% | 加仓 |
 泛林集团LRCX |
| 1.41% | 0.7% | $298.3万 | 6,884股 | $130.0万 | 6,085股 | +799股+13.13% | 加仓 |
 英伟达NVDA |
| 1.15% | 1.09% | $244.0万 | 1.2万股 | $201.6万 | 1.2万股 | +634股+5.48% | 加仓 |
 应用材料AMAT |
| 1.15% | 0.64% | $243.1万 | 3,362股 | $117.4万 | 3,435股 | -73股-2.13% | 减仓 |
| IIBMIBM |
| 1.06% | 1.03% | $223.6万 | 7,953股 | $190.1万 | 7,843股 | +110股+1.40% | 加仓 |
| EEVERUS CONSTRECG |
| 1.02% | 0.84% | $216.8万 | 1.3万股 | $154.3万 | 1.3万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.93% | 0.37% | $197.8万 | 4,584股 | $67.6万 | 4,119股 | +465股+11.29% | 加仓 |
 VisaV |
| 0.93% | 0.88% | $196.3万 | 5,720股 | $162.4万 | 5,372股 | +348股+6.48% | 加仓 |
 博通AVGO |
| 0.78% | 0.56% | $165.4万 | 4,379股 | $102.5万 | 3,311股 | +1,068股+32.26% | 加仓 |
 万事达MA |
| 0.68% | 0.76% | $144.0万 | 2,803股 | $141.1万 | 2,823股 | -20股-0.71% | 减仓 |
 谷歌AGOOGL |
| 0.66% | 0.53% | $139.5万 | 3,904股 | $98.4万 | 3,423股 | +481股+14.05% | 加仓 |
 艾伯维ABBV |
| 0.6% | 0.55% | $127.6万 | 5,070股 | $101.9万 | 4,686股 | +384股+8.19% | 加仓 |
| AAMEREN COMDHS |
| 0.56% | 0.63% | $119.2万 | 1.1万股 | $115.7万 | 1.1万股 | +23股+0.22% | 加仓 |
 PALO ALTOPANW |
| 0.54% | 0.25% | $113.9万 | 3,339股 | $45.8万 | 2,859股 | +480股+16.79% | 加仓 |
 MDU RESMDU |
| 0.52% | 0.59% | $110.9万 | 5.2万股 | $108.3万 | 5.2万股 | 00.00% | 持仓不变 |
| KKNIFE RIVERKNF |
| 0.52% | 0.58% | $109.3万 | 1.3万股 | $106.7万 | 1.3万股 | 00.00% | 持仓不变 |
 卡地纳健康CAH |
| 0.51% | 0.45% | $108.9万 | 4,585股 | $82.5万 | 3,904股 | +681股+17.44% | 加仓 |
 Meta平台META |
| 0.46% | 0.49% | $97.4万 | 1,729股 | $90.6万 | 1,584股 | +145股+9.15% | 加仓 |
 VertivVRT |
| 0.42% | 0.3% | $88.8万 | 2,652股 | $55.4万 | 2,210股 | +442股+20.00% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.4% | 0.14% | $84.3万 | 3,098股 | $26.5万 | 2,818股 | +280股+9.94% | 加仓 |
 ALTRIAMO |
| 0.38% | 0.34% | $80.7万 | 1.1万股 | $63.3万 | 9,597股 | +1,618股+16.86% | 加仓 |
 Arista网络ANET |
| 0.38% | 0.27% | $79.8万 | 4,697股 | $50.3万 | 4,100股 | +597股+14.56% | 加仓 |
 CrowdStrikeCRWD |
| 0.36% | 0.18% | $75.6万 | 991股 | $33.9万 | 869股 | +122股+14.04% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.32% | $72.6万 | 2,055股 | $58.9万 | 2,055股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 0.34% | 0.38% | $71.5万 | 2,462股 | $70.1万 | 2,032股 | +430股+21.16% | 加仓 |
 沃尔玛WMT |
| 0.33% | 0.42% | $69.5万 | 6,136股 | $78.1万 | 6,283股 | -147股-2.34% | 减仓 |
 甲骨文ORCL |
| 0.33% | 0.32% | $69.2万 | 4,722股 | $58.8万 | 3,997股 | +725股+18.14% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.32% | 0.23% | $67.1万 | 1,789股 | $42.0万 | 1,513股 | +276股+18.24% | 加仓 |
 COMMERCE BANCSHARESCBSH |
| 0.3% | — | $64.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 亚马逊AMZN |
| 0.3% | 0.3% | $64.0万 | 2,687股 | $55.3万 | 2,653股 | +34股+1.28% | 加仓 |
 NETFLIXNFLX |
| 0.29% | 0.61% | $60.9万 | 8,536股 | $113.2万 | 1.2万股 | -3,233股-27.47% | 减仓 |
| B纽约梅隆银行BK |
| 0.29% | 0.27% | $60.6万 | 4,188股 | $50.7万 | 4,272股 | -84股-1.97% | 减仓 |
 马拉松石油MPC |
| 0.28% | 0.32% | $60.0万 | 2,347股 | $58.2万 | 2,383股 | -36股-1.51% | 减仓 |
 联合健康UNH |
| 0.27% | 0.2% | $58.0万 | 1,397股 | $37.4万 | 1,384股 | +13股+0.94% | 加仓 |
