 英伟达NVDA |
| 7.26% | 7.05% | $826.9万 | 3.9万股 | $715.7万 | 4.1万股 | -2,125股-5.18% | 减仓 |
| IiShares安硕信托ITOT |
| 4.57% | 4.42% | $520.5万 | 3.1万股 | $448.1万 | 3.1万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 4.35% | 3.02% | $495.4万 | 8,550股 | $306.9万 | 8,978股 | -428股-4.77% | 减仓 |
| G通用动力VTI |
| 4.23% | 4.07% | $481.8万 | 1.3万股 | $412.8万 | 1.3万股 | +68股+0.53% | 加仓 |
 苹果AAPL |
| 4.12% | 3.6% | $469.6万 | 1.4万股 | $365.1万 | 1.4万股 | -48股-0.33% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.62% | 3.5% | $411.9万 | 5.8万股 | $355.0万 | 5.5万股 | +2,772股+5.00% | 加仓 |
 亚马逊AMZN |
| 3.31% | 3.1% | $376.8万 | 1.5万股 | $314.5万 | 1.5万股 | -322股-2.13% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 2.76% | 3.36% | $314.4万 | 6.5万股 | $340.6万 | 7.0万股 | -4,939股-7.03% | 减仓 |
 台积电TSM |
| 2.71% | 2.6% | $309.1万 | 7,368股 | $263.4万 | 7,794股 | -426股-5.47% | 减仓 |
 WELLS FARGO NEWWFC |
| 2.49% | 2.23% | $283.8万 | 3.2万股 | $226.6万 | 2.8万股 | +3,973股+13.96% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 2.4% | 2.44% | $273.9万 | 5.9万股 | $247.4万 | 5.8万股 | +854股+1.47% | 加仓 |
 摩根大通JPM |
| 2.07% | 1.98% | $236.4万 | 6,815股 | $200.5万 | 6,815股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.05% | 2.22% | $233.4万 | 5,899股 | $224.8万 | 6,074股 | -175股-2.88% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2% | 1.76% | $227.4万 | 6,143股 | $178.9万 | 6,235股 | -92股-1.48% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.98% | 1.91% | $225.3万 | 2,985股 | $194.1万 | 2,985股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.92% | 1.88% | $218.6万 | 3,208股 | $190.5万 | 3,330股 | -122股-3.66% | 减仓 |
 卡特彼勒CAT |
| 1.81% | 1.63% | $206.0万 | 2,253股 | $165.4万 | 2,335股 | -82股-3.51% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.8% | 1.8% | $205.0万 | 3.4万股 | $182.4万 | 3.4万股 | +709股+2.10% | 加仓 |
 礼来LLY |
| 1.63% | 1.44% | $185.2万 | 1,601股 | $145.9万 | 1,586股 | +15股+0.95% | 加仓 |
 谷歌AGOOGL |
| 1.62% | 1.47% | $184.1万 | 4,962股 | $148.7万 | 5,171股 | -209股-4.04% | 减仓 |
 嘉信理财SCHW |
| 1.56% | 1.65% | $178.0万 | 1.7万股 | $167.7万 | 1.8万股 | -530股-2.97% | 减仓 |
 GE VernovaGEV |
| 1.55% | 1.38% | $176.2万 | 1,670股 | $140.3万 | 1,607股 | +63股+3.92% | 加仓 |
 派克汉尼汾PH |
| 1.54% | 1.71% | $175.3万 | 1,840股 | $173.8万 | 1,941股 | -101股-5.20% | 减仓 |
 马拉松石油MPC |
| 1.34% | 1.32% | $153.0万 | 5,114股 | $134.1万 | 5,490股 | -376股-6.85% | 减仓 |
 VisaV |
| 1.33% | 1.42% | $151.4万 | 4,262股 | $143.8万 | 4,757股 | -495股-10.41% | 减仓 |
 福泰制药VRTX |
| 1.33% | 1.42% | $151.1万 | 3,168股 | $143.7万 | 3,218股 | -50股-1.55% | 减仓 |
| IiShares安硕信托AGG |
| 1.3% | 1.3% | $147.9万 | 1.5万股 | $131.8万 | 1.3万股 | +1,791股+13.49% | 加仓 |
 好市多COST |
| 1.24% | 1.58% | $141.5万 | 1,544股 | $160.6万 | 1,612股 | -68股-4.22% | 减仓 |
 贝莱德·INC COMBLK |
| 1.21% | 1.3% | $137.7万 | 1,259股 | $131.8万 | 1,370股 | -111股-8.10% | 减仓 |
 ARGENX SPONSORED ADRARGX |
| 1.18% | 1.07% | $134.2万 | 1,555股 | $108.9万 | 1,491股 | +64股+4.29% | 加仓 |
 林德LIN |
| 1.16% | 1.28% | $132.1万 | 2,570股 | $130.1万 | 2,624股 | -54股-2.06% | 减仓 |
 NETFLIXNFLX |
| 1.12% | 2.12% | $128.1万 | 1.7万股 | $214.7万 | 2.2万股 | -4,934股-22.10% | 减仓 |
 PALO ALTOPANW |
| 1.1% | 0.67% | $125.3万 | 3,538股 | $67.8万 | 4,232股 | -694股-16.40% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.9% | 0.89% | $102.9万 | 7,812股 | $90.1万 | 6,468股 | +1,344股+20.78% | 加仓 |
 沃尔玛WMT |
| 0.89% | 1.18% | $102.0万 | 9,062股 | $119.7万 | 9,629股 | -567股-5.89% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.84% | 0.73% | $95.7万 | 9,805股 | $74.4万 | 1.0万股 | -458股-4.46% | 减仓 |
 联合太平洋铁路UNP |
| 0.83% | 0.75% | $94.4万 | 3,272股 | $75.9万 | 3,128股 | +144股+4.60% | 加仓 |
 康明斯CMI |
| 0.75% | 0.7% | $85.6万 | 1,285股 | $71.2万 | 1,323股 | -38股-2.87% | 减仓 |
 恩智浦NXPI |
| 0.69% | 0.38% | $78.8万 | 2,824股 | $38.6万 | 1,960股 | +864股+44.08% | 加仓 |
 BOOKING COMBKNG |
| 0.69% | 0.8% | $78.1万 | 4,275股 | $80.8万 | 192股 | +4,083股+2,126.56% | 加仓 |
 雪佛龙CVX |
| 0.68% | 1.03% | $78.0万 | 4,293股 | $104.3万 | 5,040股 | -747股-14.82% | 减仓 |
 安桥ENB |
| 0.68% | 0.74% | $77.8万 | 1.4万股 | $74.7万 | 1.4万股 | +56股+0.41% | 加仓 |
 雷神技术RTX |
| 0.68% | 0.73% | $77.0万 | 3,931股 | $74.6万 | 3,865股 | +66股+1.71% | 加仓 |
| PPROLOGIS COMPLD |
| 0.65% | 0.55% | $74.3万 | 5,182股 | $56.0万 | 4,238股 | +944股+22.27% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.64% | 0.71% | $73.3万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.64% | 0.62% | $73.2万 | 2.5万股 | $63.0万 | 2.5万股 | -20股-0.08% | 减仓 |
 第一资本COF |
| 0.63% | 0.67% | $71.8万 | 3,437股 | $67.9万 | 3,720股 | -283股-7.61% | 减仓 |
 波音BA |
| 0.6% | 0.87% | $68.7万 | 3,150股 | $88.5万 | 4,445股 | -1,295股-29.13% | 减仓 |
 迪尔DE |
| 0.59% | 0.68% | $67.1万 | 1,139股 | $68.8万 | 1,221股 | -82股-6.72% | 减仓 |
 麦当劳MCD |
| 0.56% | 0.81% | $63.5万 | 2,397股 | $82.2万 | 2,644股 | -247股-9.34% | 减仓 |
