| AAlphabet Inc Class CGOOG |
| 11.5% | 9.43% | $1,790.8万 | 5.1万股 | $1,454.9万 | 5.1万股 | -36股-0.07% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 6.73% | 10.43% | $1,048.3万 | 20.8万股 | $1,610.7万 | 32.0万股 | -11.2万股-34.93% | 减仓 |
 微软MSFT |
| 6.41% | 6.27% | $997.1万 | 2.7万股 | $968.3万 | 2.6万股 | +573股+2.19% | 加仓 |
 英伟达NVDA |
| 3.64% | 3.7% | $567.3万 | 2.8万股 | $570.9万 | 3.3万股 | -4,382股-13.39% | 减仓 |
 亚马逊AMZN |
| 3.64% | 3.85% | $566.4万 | 2.4万股 | $595.0万 | 2.9万股 | -4,801股-16.81% | 减仓 |
 谷歌AGOOGL |
| 3.02% | 2.98% | $470.0万 | 1.3万股 | $460.0万 | 1.6万股 | -2,846股-17.79% | 减仓 |
 ServiceNowNOW |
| 2.58% | 1.52% | $401.5万 | 4.0万股 | $234.4万 | 2.2万股 | +1.8万股+80.33% | 加仓 |
 联合健康UNH |
| 2.02% | 1.17% | $314.3万 | 7,563股 | $181.4万 | 6,703股 | +860股+12.83% | 加仓 |
 Meta平台META |
| 1.86% | 1.8% | $290.3万 | 5,154股 | $277.5万 | 4,850股 | +304股+6.27% | 加仓 |
 AMD超威AMD |
| 1.63% | 0.82% | $254.0万 | 4,373股 | $126.3万 | 6,210股 | -1,837股-29.58% | 减仓 |
 CROCSCROX |
| 1.52% | 0.85% | $236.8万 | 2.0万股 | $131.3万 | 1.6万股 | +3,810股+24.09% | 加仓 |
 VeevaVEEV |
| 1.52% | 1.19% | $236.7万 | 1.3万股 | $184.4万 | 1.1万股 | +2,836股+27.01% | 加仓 |
 DOLLAR GEN NEWDG |
| 1.52% | 1.69% | $236.0万 | 2.1万股 | $261.1万 | 2.2万股 | -1,487股-6.76% | 减仓 |
 泛林集团LRCX |
| 1.48% | 0.74% | $230.5万 | 5,319股 | $113.6万 | 5,319股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 1.44% | 1.4% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 1.44% | 1.83% | $223.8万 | 9.3万股 | $282.0万 | 10.0万股 | -7,509股-7.48% | 减仓 |
 惠顿贵金属WPM |
| 1.4% | 1.67% | $218.4万 | 1.9万股 | $258.5万 | 2.0万股 | -286股-1.45% | 减仓 |
 OKTA CLASS AOKTA |
| 1.37% | 0.31% | $213.6万 | 1.6万股 | $47.9万 | 6,088股 | +9,568股+157.16% | 加仓 |
| LLITHIA MTRSLAD |
| 1.34% | 1.03% | $209.3万 | 7,204股 | $159.0万 | 6,367股 | +837股+13.15% | 加仓 |
 赛富时CRM |
| 1.34% | 1.14% | $208.6万 | 1.3万股 | $176.5万 | 9,455股 | +3,859股+40.81% | 加仓 |
 ShopifySHOP |
| 1.28% | 1.42% | $199.4万 | 1.7万股 | $219.2万 | 1.8万股 | -1,011股-5.47% | 减仓 |
 ADOBE COMADBE |
| 1.27% | 1.68% | $198.5万 | 9,680股 | $259.5万 | 1.1万股 | -996股-9.33% | 减仓 |
 默沙东MRK |
| 1.12% | 1.19% | $174.7万 | 1.4万股 | $183.4万 | 1.5万股 | -1,653股-10.84% | 减仓 |
 BLACK STONE MINERALS L PBSM |
| 1.05% | 1.2% | $163.3万 | 11.7万股 | $185.8万 | 12.3万股 | -5,983股-4.87% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.99% | 0.95% | $154.8万 | 3.1万股 | $146.2万 | 2.9万股 | +1,293股+4.41% | 加仓 |
 百事可乐PEP |
| 0.89% | 1.14% | $138.4万 | 1.0万股 | $175.7万 | 1.1万股 | -1,096股-9.69% | 减仓 |
 ZscalerZS |
| 0.81% | 0.32% | $125.9万 | 8,919股 | $49.1万 | 3,498股 | +5,421股+154.97% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.81% | — | $125.6万 | 740股 | $0 | 0股 | +740股 | 新买入 |
 帕兰提尔PLTR |
| 0.8% | 1.26% | $124.1万 | 1.1万股 | $193.8万 | 1.3万股 | -2,608股-19.68% | 减仓 |
| SSPDR道富系列信托SHM |
| 0.79% | 0.22% | $123.2万 | 2.6万股 | $33.9万 | 7,095股 | +1.9万股+262.13% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.79% | 0.7% | $123.0万 | 1.1万股 | $108.4万 | 1.1万股 | +1股+0.01% | 加仓 |
| T泰森食品TSN |
| 0.78% | 1.05% | $122.2万 | 2.1万股 | $162.0万 | 2.5万股 | -3,948股-15.61% | 减仓 |
 苹果AAPL |
| 0.76% | 0.64% | $118.7万 | 4,101股 | $99.2万 | 3,907股 | +194股+4.97% | 加仓 |
| V先锋领航全球基金VGT |
| 0.71% | 0.52% | $110.1万 | 9,208股 | $80.3万 | 1,151股 | +8,057股+700.00% | 加仓 |
 迪士尼DIS |
| 0.68% | 0.79% | $106.2万 | 1.1万股 | $122.2万 | 1.3万股 | -1,641股-12.94% | 减仓 |
| IiShares安硕信托IGM |
| 0.68% | 0.5% | $105.9万 | 6,474股 | $76.7万 | 6,474股 | 00.00% | 持仓不变 |
 福泰制药VRTX |
| 0.65% | 0.7% | $100.7万 | 2,028股 | $108.3万 | 2,425股 | -397股-16.37% | 减仓 |
| IiShares安硕信托GVI |
| 0.64% | — | $100.0万 | 9,392股 | $0 | 0股 | +9,392股 | 新买入 |
 台积电TSM |
| 0.63% | 0.42% | $98.5万 | 2,062股 | $65.6万 | 1,940股 | +122股+6.29% | 加仓 |
| IiShares安硕IEMG |
| 0.59% | 0.5% | $92.4万 | 1.1万股 | $77.8万 | 1.1万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.59% | 0.67% | $92.2万 | 2,191股 | $103.4万 | 2,781股 | -590股-21.22% | 减仓 |
| UUpstart Holdings INC CORP COMMONUPST |
| 0.59% | 0.49% | $91.9万 | 2.6万股 | $75.1万 | 2.9万股 | -3,352股-11.45% | 减仓 |
| LLEMONADELMND |
| 0.59% | 0.78% | $91.3万 | 1.4万股 | $119.7万 | 1.9万股 | -5,057股-26.49% | 减仓 |
 洛克希德马丁LMT |
| 0.58% | 0.86% | $90.6万 | 1,778股 | $132.8万 | 2,197股 | -419股-19.07% | 减仓 |
 SPROUTS FMRS MKTSFM |
| 0.56% | 0.56% | $87.7万 | 1.0万股 | $86.9万 | 1.1万股 | -901股-8.00% | 减仓 |
 ExpediaEXPE |
| 0.56% | 0.54% | $86.8万 | 3,392股 | $83.7万 | 3,624股 | -232股-6.40% | 减仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.56% | 0.5% | $86.6万 | 2.1万股 | $77.9万 | 2.1万股 | 00.00% | 持仓不变 |
 飞塔FTNT |
| 0.55% | 0.3% | $86.2万 | 5,613股 | $45.9万 | 5,613股 | 00.00% | 持仓不变 |
 PinterestPINS |
| 0.55% | 0.91% | $85.7万 | 4.1万股 | $141.1万 | 7.7万股 | -3.6万股-47.01% | 减仓 |
| IiShares安硕信托IEFA |
| 0.51% | 0.48% | $79.7万 | 8,253股 | $74.7万 | 8,253股 | 00.00% | 持仓不变 |
