| AAlphabet Inc Class CGOOG |
| 9.88% | 9.13% | $1,136.0万 | 3.2万股 | $933.4万 | 3.3万股 | -378股-1.16% | 减仓 |
 CrowdStrikeCRWD |
| 8.58% | 4.69% | $986.5万 | 1.3万股 | $479.8万 | 1.2万股 | +637股+5.18% | 加仓 |
 苹果AAPL |
| 5.04% | 4.9% | $579.6万 | 2.0万股 | $501.3万 | 2.0万股 | +278股+1.41% | 加仓 |
| C资本集团成长ETFCGGR |
| 4.8% | 4.3% | $551.6万 | 11.7万股 | $440.2万 | 11.0万股 | +7,342股+6.70% | 加仓 |
 VisaV |
| 4.69% | 4.44% | $539.3万 | 1.6万股 | $454.3万 | 1.5万股 | +689股+4.58% | 加仓 |
 礼来LLY |
| 4.52% | 3.8% | $519.9万 | 4,336股 | $389.1万 | 4,230股 | +106股+2.51% | 加仓 |
 微软MSFT |
| 4.43% | 4.82% | $509.1万 | 1.4万股 | $493.0万 | 1.3万股 | +328股+2.46% | 加仓 |
 雷神技术RTX |
| 4.14% | 4.51% | $475.8万 | 2.5万股 | $461.2万 | 2.4万股 | +1,171股+4.90% | 加仓 |
 英伟达NVDA |
| 4.13% | 4.07% | $474.3万 | 2.4万股 | $416.0万 | 2.4万股 | -142股-0.60% | 减仓 |
| BBANK OF AMERBAC |
| 3.47% | 3.15% | $399.2万 | 7.0万股 | $322.3万 | 6.6万股 | +3,958股+5.99% | 加仓 |
 联合健康UNH |
| 3.33% | 2.38% | $383.2万 | 9,219股 | $243.2万 | 8,987股 | +232股+2.58% | 加仓 |
 直觉外科ISRG |
| 3.25% | 3.92% | $373.8万 | 9,396股 | $400.5万 | 8,688股 | +708股+8.15% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.22% | 3.52% | $370.0万 | 10.9万股 | $360.5万 | 12.4万股 | -1.4万股-11.63% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 2.87% | 2.36% | $329.7万 | 1.3万股 | $241.0万 | 1.2万股 | +991股+8.12% | 加仓 |
 伊顿ETN |
| 2.76% | 2.4% | $317.4万 | 7,449股 | $245.0万 | 6,851股 | +598股+8.73% | 加仓 |
 优步UBER |
| 2.71% | 2.87% | $310.9万 | 4.3万股 | $293.3万 | 4.1万股 | +2,316股+5.68% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.67% | 3.56% | $306.7万 | 2.5万股 | $364.1万 | 2.3万股 | +1,760股+7.60% | 加仓 |
 亚马逊AMZN |
| 2.56% | 2.58% | $294.5万 | 1.2万股 | $263.7万 | 1.3万股 | -296股-2.34% | 减仓 |
 嘉信理财SCHW |
| 2.54% | 2.74% | $292.2万 | 3.2万股 | $280.0万 | 3.0万股 | +1,874股+6.29% | 加仓 |
 博通AVGO |
| 2.36% | 3.03% | $271.6万 | 7,191股 | $310.2万 | 1.0万股 | -2,830股-28.24% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.95% | 2.17% | $223.7万 | 3.1万股 | $221.6万 | 3.5万股 | -3,185股-9.21% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.92% | 2.17% | $220.7万 | 4,808股 | $222.0万 | 4,578股 | +230股+5.02% | 加仓 |
| C资本集团股息价值CCBG |
| 1.77% | 2.05% | $203.5万 | 4.1万股 | $209.2万 | 4.9万股 | -7,876股-16.01% | 减仓 |
 赛富时CRM |
| 1.57% | 2.11% | $180.5万 | 1.2万股 | $216.0万 | 1.2万股 | -53股-0.46% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.19% | 1.99% | $137.3万 | 3.2万股 | $203.9万 | 3.2万股 | -361股-1.11% | 减仓 |
| V先锋领航指数基金VTV |
| 1.15% | 1.76% | $132.5万 | 6,081股 | $180.1万 | 9,179股 | -3,098股-33.75% | 减仓 |
 Meta平台META |
| 0.95% | 1.21% | $109.2万 | 1,933股 | $123.4万 | 2,157股 | -224股-10.38% | 减仓 |
 台积电TSM |
| 0.69% | 0.56% | $79.2万 | 1,677股 | $56.9万 | 1,683股 | -6股-0.36% | 减仓 |
| S嘉信策略信托SCHE |
| 0.65% | 0.7% | $74.9万 | 2.1万股 | $71.4万 | 2.2万股 | -1,018股-4.70% | 减仓 |
| V先锋领航指数基金VB |
| 0.46% | 0.46% | $52.4万 | 1,730股 | $47.0万 | 1,793股 | -63股-3.51% | 减仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 0.42% | 0.45% | $48.2万 | 1.3万股 | $46.1万 | 1.3万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.4% | 0.42% | $45.8万 | 1,089股 | $42.7万 | 1,148股 | -59股-5.14% | 减仓 |
 科磊KLAC |
| 0.39% | 0.27% | $44.8万 | 1,485股 | $27.5万 | 187股 | +1,298股+694.12% | 加仓 |
 阿斯麦ASML |
| 0.37% | 0.33% | $42.7万 | 218股 | $33.4万 | 253股 | -35股-13.83% | 减仓 |
 GE航空GE |
| 0.36% | 0.5% | $41.8万 | 1,123股 | $51.5万 | 1,815股 | -692股-38.13% | 减仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.35% | 0.36% | $40.5万 | 1.1万股 | $36.8万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.3% | — | $34.8万 | 3,354股 | $0 | 0股 | +3,354股 | 新买入 |
 摩根大通JPM |
| 0.3% | 0.45% | $34.7万 | 1,061股 | $45.7万 | 1,553股 | -492股-31.68% | 减仓 |
 ROYAL CARIBBEANRCL |
| 0.3% | 0.35% | $34.1万 | 1,072股 | $35.6万 | 1,293股 | -221股-17.09% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.27% | 0.36% | $30.8万 | 1,700股 | $37.3万 | 2,257股 | -557股-24.68% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.27% | 0.3% | $30.6万 | 6,309股 | $31.1万 | 6,466股 | -157股-2.43% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.25% | 0.22% | $28.5万 | 1,378股 | $22.3万 | 1,378股 | 00.00% | 持仓不变 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.24% | 0.28% | $28.0万 | 5,799股 | $29.0万 | 5,977股 | -178股-2.98% | 减仓 |
 迪士尼DIS |
| 0.24% | 0.3% | $27.9万 | 2,901股 | $30.2万 | 3,136股 | -235股-7.49% | 减仓 |
 好市多COST |
| 0.24% | 0.29% | $27.7万 | 296股 | $29.9万 | 300股 | -4股-1.33% | 减仓 |
 万事达MA |
| 0.23% | 0.24% | $26.6万 | 517股 | $24.7万 | 494股 | +23股+4.66% | 加仓 |
| N纳斯达克NDAQ |
| 0.21% | — | $23.6万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
 英特尔INTC |
| 0.2% | — | $23.5万 | 1,680股 | $0 | 0股 | +1,680股 | 新买入 |
 GE VernovaGEV |
| 0.2% | 0.21% | $22.6万 | 192股 | $21.5万 | 246股 | -54股-21.95% | 减仓 |
 林德LIN |
| 0.19% | 0.24% | $21.5万 | 415股 | $24.0万 | 485股 | -70股-14.43% | 减仓 |
