 SOFI TECHNOLOGIES COMSOFI |
| 14.23% | 13.23% | $1,443.9万 | 88.8万股 | $1,199.4万 | 82.3万股 | +6.5万股+7.91% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 11.6% | 10.89% | $1,176.6万 | 25.9万股 | $987.1万 | 21.6万股 | +4.2万股+19.54% | 加仓 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 10.95% | 11.33% | $1,111.2万 | 22.7万股 | $1,026.8万 | 21.8万股 | +8,684股+3.98% | 加仓 |
| C花旗集团C |
| 7.29% | 7% | $739.2万 | 5.3万股 | $634.7万 | 5.6万股 | -3,151股-5.63% | 减仓 |
| G通用动力VTI |
| 5.69% | 5.64% | $577.2万 | 1.6万股 | $511.3万 | 1.6万股 | -339股-2.13% | 减仓 |
| BBANK OF AMERBAC |
| 5.33% | 5.42% | $540.6万 | 9.5万股 | $491.1万 | 10.1万股 | -5,869股-5.83% | 减仓 |
| IiShares High Yield Systematic Bond ETFHYDB |
| 4.45% | 4.59% | $451.0万 | 9.6万股 | $416.0万 | 8.9万股 | +7,007股+7.84% | 加仓 |
 苹果AAPL |
| 3.44% | 3.77% | $349.4万 | 1.2万股 | $342.0万 | 1.3万股 | -1,403股-10.41% | 减仓 |
 AMD超威AMD |
| 2.56% | 1.25% | $259.4万 | 4,465股 | $113.2万 | 5,564股 | -1,099股-19.75% | 减仓 |
 谷歌AGOOGL |
| 2.2% | 2.02% | $223.7万 | 6,259股 | $182.8万 | 6,357股 | -98股-1.54% | 减仓 |
 自由港麦克莫兰FCX |
| 1.98% | 2.08% | $201.3万 | 4.2万股 | $189.0万 | 4.2万股 | +30股+0.07% | 加仓 |
 亚马逊AMZN |
| 1.98% | 1.89% | $200.9万 | 8,428股 | $171.5万 | 8,232股 | +196股+2.38% | 加仓 |
 CrowdStrikeCRWD |
| 1.77% | 1.02% | $179.4万 | 2,351股 | $92.1万 | 2,360股 | -9股-0.38% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.57% | 1.52% | $159.2万 | 5.5万股 | $137.5万 | 5.5万股 | +173股+0.32% | 加仓 |
 Meta平台META |
| 1.56% | 1.51% | $158.6万 | 2,815股 | $136.8万 | 2,392股 | +423股+17.68% | 加仓 |
 英伟达NVDA |
| 1.42% | 1.42% | $143.6万 | 7,175股 | $128.4万 | 7,364股 | -189股-2.57% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.36% | 1.72% | $138.4万 | 2,766股 | $156.2万 | 3,260股 | -494股-15.15% | 减仓 |
 强生JNJ |
| 1.24% | 1.3% | $125.8万 | 4,952股 | $117.6万 | 4,809股 | +143股+2.97% | 加仓 |
 微软MSFT |
| 1.2% | 1.11% | $121.4万 | 3,255股 | $100.3万 | 2,710股 | +545股+20.11% | 加仓 |
 ETSY COMETSY |
| 1.19% | 0.83% | $120.5万 | 1.6万股 | $75.3万 | 1.5万股 | +929股+6.17% | 加仓 |
 埃克森美孚XOM |
| 1.05% | 1.38% | $107.0万 | 7,827股 | $124.9万 | 7,363股 | +464股+6.30% | 加仓 |
 CVS健康CVS |
| 0.99% | 0.53% | $100.3万 | 9,699股 | $48.2万 | 6,717股 | +2,982股+44.39% | 加仓 |
| V先锋领航指数基金VOT |
| 0.93% | 0.88% | $94.8万 | 3,096股 | $79.7万 | 3,097股 | -1股-0.03% | 减仓 |
| AAT&TT |
| 0.88% | 1.42% | $89.7万 | 4.3万股 | $128.7万 | 4.4万股 | -1,074股-2.42% | 减仓 |
 雪佛龙CVX |
| 0.83% | 1.1% | $84.3万 | 5,088股 | $99.9万 | 4,830股 | +258股+5.34% | 加仓 |
| I景顺QQQ信托VOO |
| 0.81% | 0.72% | $82.5万 | 1,120股 | $64.8万 | 1,123股 | -3股-0.27% | 减仓 |
 宝洁PG |
| 0.75% | 0.69% | $75.9万 | 5,179股 | $62.7万 | 4,340股 | +839股+19.33% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.74% | 0.83% | $75.2万 | 1.6万股 | $75.3万 | 1.6万股 | -144股-0.92% | 减仓 |
| BBILLBILL |
| 0.72% | 0.79% | $73.1万 | 2.0万股 | $71.3万 | 1.9万股 | +1,602股+8.60% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.7% | 0.71% | $71.3万 | 1.5万股 | $64.6万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.69% | 0.7% | $69.6万 | 2,865股 | $63.1万 | 2,903股 | -38股-1.31% | 减仓 |
 威瑞森VZ |
| 0.64% | 0.88% | $64.5万 | 1.5万股 | $79.9万 | 1.6万股 | -689股-4.33% | 减仓 |
| V先锋领航指数基金VOO |
| 0.62% | 0.52% | $62.7万 | 913股 | $47.0万 | 786股 | +127股+16.16% | 加仓 |
 Nice Ltd ADRNICE |
| 0.58% | 0.48% | $59.3万 | 6,530股 | $43.1万 | 3,911股 | +2,619股+66.96% | 加仓 |
| PPacer基金信托COWZ |
| 0.56% | 0.59% | $56.4万 | 9,066股 | $53.1万 | 8,492股 | +574股+6.76% | 加仓 |
 甲骨文ORCL |
| 0.55% | 0.47% | $55.8万 | 3,807股 | $42.2万 | 2,867股 | +940股+32.79% | 加仓 |
| IiShares安硕信托IVV |
| 0.51% | 0.5% | $51.5万 | 688股 | $45.7万 | 699股 | -11股-1.57% | 减仓 |
 沃尔玛WMT |
| 0.5% | 0.63% | $51.0万 | 4,506股 | $57.0万 | 4,590股 | -84股-1.83% | 减仓 |
 HubSpotHUBS |
| 0.47% | 0.34% | $47.6万 | 2,606股 | $30.6万 | 1,255股 | +1,351股+107.65% | 加仓 |
 PAYPAL COMPYPL |
| 0.47% | 0.42% | $47.5万 | 1.1万股 | $38.2万 | 8,456股 | +2,556股+30.23% | 加仓 |
 ServiceNowNOW |
| 0.4% | 0.33% | $40.9万 | 4,117股 | $29.8万 | 2,847股 | +1,270股+44.61% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.38% | 0.44% | $38.8万 | 7,734股 | $39.5万 | 7,905股 | -171股-2.16% | 减仓 |
| PPETROLEO BRASILEIROPBR |
| 0.38% | 3.51% | $38.8万 | 2.4万股 | $318.0万 | 15.3万股 | -12.9万股-84.32% | 减仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 0.32% | 0.34% | $32.8万 | 3,040股 | $30.4万 | 3,375股 | -335股-9.93% | 减仓 |
 COINBASE GLOBALCOIN |
| 0.32% | 0.34% | $32.0万 | 2,187股 | $30.9万 | 1,772股 | +415股+23.42% | 加仓 |
| VVODAFONE NEWVOD |
| 0.3% | 0.49% | $30.6万 | 2.3万股 | $44.4万 | 3.0万股 | -6,380股-21.60% | 减仓 |
| SSPDR道富指数基金EWX |
| 0.28% | 0.29% | $28.6万 | 3,850股 | $26.0万 | 3,936股 | -86股-2.18% | 减仓 |
 迈威尔MRVL |
| 0.23% | — | $23.1万 | 775股 | $0 | 0股 | +775股 | 新买入 |
| I景顺交易所交易基金信托XMVM |
| 0.23% | — | $23.0万 | 3,236股 | $0 | 0股 | +3,236股 | 新买入 |
| SSUNRUNRUN |
| 0.15% | 0.17% | $15.1万 | 1.1万股 | $15.4万 | 1.1万股 | -48股-0.42% | 减仓 |
