 英伟达NVDA |
| 3.81% | 2.67% | $425.3万 | 2.1万股 | $339.0万 | 1.9万股 | +1,819股+9.36% | 加仓 |
| IiShares安硕·S&PIUSG |
| 3.67% | 1.83% | $410.1万 | 2.2万股 | $232.1万 | 1.5万股 | +6,843股+45.74% | 加仓 |
 应用材料AMAT |
| 3.4% | 3.05% | $379.5万 | 5,249股 | $387.4万 | 1.1万股 | -6,085股-53.69% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.04% | 1.91% | $339.1万 | 4.1万股 | $243.1万 | 2.9万股 | +1.2万股+39.68% | 加仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 3.01% | 1.54% | $336.3万 | 3.3万股 | $195.6万 | 2.1万股 | +1.2万股+58.17% | 加仓 |
 台积电TSM |
| 2.92% | 3.89% | $325.6万 | 6,819股 | $494.2万 | 1.5万股 | -7,805股-53.37% | 减仓 |
 苹果AAPL |
| 2.32% | 3.51% | $258.6万 | 8,937股 | $446.3万 | 1.8万股 | -8,649股-49.18% | 减仓 |
| IiShares安硕信托ISCG |
| 2.29% | 2.52% | $255.8万 | 3.9万股 | $320.1万 | 5.8万股 | -1.9万股-33.18% | 减仓 |
 谷歌AGOOGL |
| 2.21% | 1.94% | $246.6万 | 6,900股 | $246.2万 | 8,561股 | -1,661股-19.40% | 减仓 |
 微软MSFT |
| 1.86% | 3.92% | $207.6万 | 5,565股 | $497.8万 | 1.3万股 | -7,883股-58.62% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.79% | 1.32% | $199.9万 | 5,658股 | $167.9万 | 5,853股 | -195股-3.33% | 减仓 |
 亚马逊AMZN |
| 1.78% | 3.29% | $198.9万 | 8,345股 | $418.3万 | 2.0万股 | -1.2万股-58.45% | 减仓 |
| V先锋领航指数基金VOO |
| 1.61% | 0.92% | $179.9万 | 2,620股 | $117.3万 | 1,963股 | +657股+33.47% | 加仓 |
 摩根大通JPM |
| 1.32% | 1.16% | $146.9万 | 4,487股 | $147.1万 | 5,001股 | -514股-10.28% | 减仓 |
| F第一信托交易所交易基金VILALT |
| 1.31% | 1.15% | $146.0万 | 6.1万股 | $145.8万 | 6.0万股 | +777股+1.30% | 加仓 |
 Meta平台META |
| 1.27% | 1.35% | $141.2万 | 2,507股 | $171.7万 | 3,001股 | -494股-16.46% | 减仓 |
 特斯拉TSLA |
| 1.25% | 0.86% | $138.9万 | 3,304股 | $109.5万 | 2,944股 | +360股+12.23% | 加仓 |
| IiShares安硕信托IVV |
| 1.22% | 1.01% | $136.1万 | 1,817股 | $128.3万 | 1,965股 | -148股-7.53% | 减仓 |
| IiShares安硕IEMG |
| 1.06% | 0.56% | $117.8万 | 1.4万股 | $71.5万 | 1.0万股 | +3,967股+38.71% | 加仓 |
| NNORTHERN LTS FD TR IVPTL |
| 0.98% | 0.52% | $109.1万 | 3,815股 | $66.6万 | 2,658股 | +1,157股+43.53% | 加仓 |
| IiShares安硕信托IEFA |
| 0.97% | 0.51% | $108.3万 | 1.1万股 | $65.2万 | 7,202股 | +4,015股+55.75% | 加仓 |
 Arista网络ANET |
| 0.97% | 1.11% | $108.0万 | 6,358股 | $140.7万 | 1.1万股 | -5,104股-44.53% | 减仓 |
 Bloom EnergyBE |
| 0.93% | — | $103.4万 | 3,417股 | $0 | 0股 | +3,417股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.92% | 0.63% | $102.8万 | 1.3万股 | $79.7万 | 1.0万股 | +2,948股+29.30% | 加仓 |
 美光科技MU |
| 0.89% | 0.53% | $99.2万 | 860股 | $67.5万 | 2,000股 | -1,140股-57.00% | 减仓 |
 嘉信理财SCHW |
| 0.88% | 2.02% | $98.6万 | 1.1万股 | $256.5万 | 2.7万股 | -1.7万股-60.85% | 减仓 |
 BOOKING COMBKNG |
| 0.85% | 0.93% | $94.7万 | 5,314股 | $118.5万 | 281股 | +5,033股+1,791.10% | 加仓 |
 泛林集团LRCX |
| 0.84% | 0.99% | $94.1万 | 2,173股 | $125.6万 | 5,880股 | -3,707股-63.04% | 减仓 |
 VisaV |
| 0.84% | 0.86% | $93.4万 | 2,722股 | $109.2万 | 3,613股 | -891股-24.66% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.73% | 1.21% | $81.5万 | 4,508股 | $153.7万 | 9,298股 | -4,790股-51.52% | 减仓 |
 ALTRIAMO |
| 0.71% | 0.3% | $79.8万 | 1.1万股 | $38.0万 | 5,753股 | +5,332股+92.68% | 加仓 |
| V先锋领航·MIDVO |
| 0.71% | 0.29% | $79.4万 | 9,854股 | $37.1万 | 1,291股 | +8,563股+663.28% | 加仓 |
 博通AVGO |
| 0.71% | 0.53% | $79.1万 | 2,093股 | $67.6万 | 2,185股 | -92股-4.21% | 减仓 |
 科磊KLAC |
| 0.69% | 0.63% | $76.6万 | 2,538股 | $80.6万 | 548股 | +1,990股+363.14% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.67% | 0.57% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG |
| 0.66% | 0.23% | $73.6万 | 1.5万股 | $29.7万 | 6,092股 | +8,486股+139.30% | 加仓 |
 埃克森美孚XOM |
| 0.65% | 0.76% | $72.6万 | 5,312股 | $97.0万 | 5,717股 | -405股-7.08% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.63% | 1.25% | $70.6万 | 8,541股 | $158.5万 | 2.0万股 | -1.1万股-57.11% | 减仓 |
| Q高通QCOM |
| 0.62% | 1.14% | $69.0万 | 3,733股 | $144.8万 | 1.1万股 | -7,511股-66.80% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.61% | — | $68.4万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| IISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETFHYGH |
| 0.61% | 0.37% | $67.9万 | 7,842股 | $46.5万 | 5,428股 | +2,414股+44.47% | 加仓 |
 Elevance健康ELV |
| 0.6% | 1.01% | $67.0万 | 1,733股 | $128.5万 | 4,388股 | -2,655股-60.51% | 减仓 |
| CCOLUMBIA ETF TR IRECS |
| 0.58% | — | $64.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| FFIRST TRUST WATER ETFFIW |
| 0.57% | 0.25% | $63.5万 | 5,796股 | $31.1万 | 3,020股 | +2,776股+91.92% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.57% | 0.72% | $63.1万 | 1,589股 | $91.8万 | 2,884股 | -1,295股-44.90% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.56% | 0.25% | $62.3万 | 9,660股 | $31.5万 | 6,970股 | +2,690股+38.59% | 加仓 |
 ExpediaEXPE |
| 0.55% | 0.31% | $61.8万 | 2,413股 | $39.4万 | 1,708股 | +705股+41.28% | 加仓 |
| C资本集团股息价值CCBG |
| 0.55% | 0.19% | $61.3万 | 1.2万股 | $24.3万 | 5,714股 | +6,725股+117.69% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 0.54% | — | $60.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| IiShares安硕信托HYG |
| 0.52% | 0.26% | $58.5万 | 7,315股 | $33.1万 | 4,159股 | +3,156股+75.88% | 加仓 |
