 英伟达NVDA |
| 7.17% | 6.99% | $1,340.2万 | 6.7万股 | $869.7万 | 5.0万股 | +1.7万股+34.32% | 加仓 |
 苹果AAPL |
| 6.83% | 7.96% | $1,276.5万 | 4.4万股 | $990.0万 | 3.9万股 | +5,106股+13.09% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.73% | 4.19% | $696.6万 | 2.0万股 | $521.1万 | 1.8万股 | +1,550股+8.53% | 加仓 |
 微软MSFT |
| 3.66% | 4.52% | $683.4万 | 1.8万股 | $562.2万 | 1.5万股 | +3,134股+20.64% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 3.42% | 4.48% | $638.7万 | 17.1万股 | $558.0万 | 15.7万股 | +1.4万股+9.15% | 加仓 |
 亚马逊AMZN |
| 2.92% | 3.28% | $546.2万 | 2.3万股 | $408.6万 | 2.0万股 | +3,299股+16.82% | 加仓 |
 谷歌AGOOGL |
| 2.49% | 2.61% | $464.5万 | 1.3万股 | $325.4万 | 1.1万股 | +1,681股+14.86% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.13% | 0.57% | $398.1万 | 10.1万股 | $70.7万 | 2.0万股 | +8.1万股+408.32% | 加仓 |
 摩根大通JPM |
| 2.01% | 1.97% | $376.0万 | 1.1万股 | $245.5万 | 8,345股 | +3,142股+37.65% | 加仓 |
 博通AVGO |
| 1.69% | 1.65% | $315.6万 | 8,354股 | $205.9万 | 6,651股 | +1,703股+25.61% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.58% | 1.3% | $294.6万 | 8.0万股 | $161.3万 | 4.7万股 | +3.2万股+68.43% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.56% | 1.55% | $291.2万 | 4.2万股 | $193.2万 | 3.1万股 | +1.1万股+34.66% | 加仓 |
 AMD超威AMD |
| 1.52% | 0.56% | $284.7万 | 4,901股 | $69.2万 | 3,402股 | +1,499股+44.06% | 加仓 |
 VisaV |
| 1.5% | 1.75% | $279.9万 | 8,159股 | $218.0万 | 7,212股 | +947股+13.13% | 加仓 |
 礼来LLY |
| 1.26% | 0.94% | $235.0万 | 1,959股 | $116.8万 | 1,270股 | +689股+54.25% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.23% | 1.61% | $230.0万 | 3,080股 | $200.3万 | 3,080股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.14% | 1.54% | $213.5万 | 4,267股 | $192.0万 | 4,007股 | +260股+6.49% | 加仓 |
 美光科技MU |
| 1.13% | 0.34% | $211.5万 | 1,832股 | $42.7万 | 1,265股 | +567股+44.82% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.03% | 0.89% | $193.2万 | 4.6万股 | $110.3万 | 3.0万股 | +1.6万股+54.25% | 加仓 |
| V先锋领航指数基金VUG |
| 0.98% | — | $183.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 埃克森美孚XOM |
| 0.97% | 1.6% | $180.7万 | 1.3万股 | $199.3万 | 1.2万股 | +1,470股+12.51% | 加仓 |
 泛林集团LRCX |
| 0.91% | 0.54% | $170.4万 | 3,933股 | $66.9万 | 3,129股 | +804股+25.70% | 加仓 |
| IiShares安硕信托IWS |
| 0.85% | 1.13% | $158.8万 | 9,650股 | $140.6万 | 9,650股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.81% | 1.09% | $151.2万 | 6,936股 | $136.1万 | 6,936股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.74% | 1.08% | $139.1万 | 1,487股 | $134.6万 | 1,351股 | +136股+10.07% | 加仓 |
 沃尔玛WMT |
| 0.74% | 0.91% | $138.6万 | 1.2万股 | $113.1万 | 9,097股 | +3,142股+34.54% | 加仓 |
 特斯拉TSLA |
| 0.71% | 0.71% | $131.8万 | 3,133股 | $88.7万 | 2,387股 | +746股+31.25% | 加仓 |
 Meta平台META |
| 0.7% | 1.8% | $130.0万 | 2,308股 | $224.3万 | 3,920股 | -1,612股-41.12% | 减仓 |
| IInnovator ETF信托PMAY |
| 0.67% | — | $125.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 派克汉尼汾PH |
| 0.66% | 0.87% | $124.1万 | 1,269股 | $108.5万 | 1,212股 | +57股+4.70% | 加仓 |
 英特尔INTC |
| 0.65% | — | $122.1万 | 8,748股 | $0 | 0股 | +8,748股 | 新买入 |
 帕兰提尔PLTR |
| 0.64% | 1.16% | $119.5万 | 1.0万股 | $144.2万 | 9,858股 | +388股+3.94% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.64% | 0.74% | $119.1万 | 3.1万股 | $92.6万 | 2.6万股 | +4,284股+16.21% | 加仓 |
 应用材料AMAT |
| 0.64% | 0.34% | $118.8万 | 1,643股 | $42.7万 | 1,250股 | +393股+31.44% | 加仓 |
 高盛GS |
| 0.59% | 0.51% | $109.4万 | 1,082股 | $63.1万 | 746股 | +336股+45.04% | 加仓 |
| V先锋领航指数基金VBK |
| 0.58% | 0.37% | $108.5万 | 2,968股 | $45.7万 | 1,511股 | +1,457股+96.43% | 加仓 |
 伊顿ETN |
| 0.57% | 0.66% | $107.0万 | 2,510股 | $82.3万 | 2,301股 | +209股+9.08% | 加仓 |
 迪尔DE |
| 0.57% | 0.7% | $106.4万 | 1,677股 | $87.0万 | 1,544股 | +133股+8.61% | 加仓 |
 TJXTJX |
| 0.55% | 0.76% | $101.9万 | 6,728股 | $95.0万 | 5,948股 | +780股+13.11% | 加仓 |
 卡特彼勒CAT |
| 0.54% | 0.38% | $100.3万 | 942股 | $47.1万 | 665股 | +277股+41.65% | 加仓 |
 科磊KLAC |
| 0.53% | 0.27% | $99.6万 | 3,300股 | $33.9万 | 230股 | +3,070股+1,334.78% | 加仓 |
| SSANDISK COMSNDK |
| 0.52% | 0.2% | $96.9万 | 426股 | $24.8万 | 391股 | +35股+8.95% | 加仓 |
 星座能源CEG |
| 0.52% | 0.83% | $96.5万 | 3,884股 | $103.8万 | 3,718股 | +166股+4.46% | 加仓 |
| IiShares安硕信托IMCG |
| 0.51% | 0.62% | $96.1万 | 9,774股 | $77.0万 | 9,774股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VONG |
| 0.51% | 0.66% | $95.3万 | 7,456股 | $81.8万 | 7,456股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.49% | 0.75% | $92.3万 | 1.3万股 | $93.1万 | 9,679股 | +3,247股+33.55% | 加仓 |
 ServiceNowNOW |
| 0.49% | 0.8% | $92.0万 | 9,263股 | $99.2万 | 9,489股 | -226股-2.38% | 减仓 |
 CrowdStrikeCRWD |
| 0.48% | 0.33% | $90.5万 | 1,186股 | $41.3万 | 1,059股 | +127股+11.99% | 加仓 |
 强生JNJ |
| 0.48% | 0.54% | $89.0万 | 3,503股 | $67.1万 | 2,744股 | +759股+27.66% | 加仓 |
 洛克希德马丁LMT |
| 0.47% | 0.8% | $87.5万 | 1,717股 | $99.7万 | 1,650股 | +67股+4.06% | 加仓 |
