 苹果AAPL |
| 8.11% | 8.21% | $929.2万 | 3.2万股 | $814.9万 | 3.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 6.96% | 7.98% | $798.0万 | 2.1万股 | $791.9万 | 2.1万股 | 00.00% | 持仓不变 |
 W.R.伯克利WRB |
| 6.54% | 7.1% | $749.9万 | 10.6万股 | $704.7万 | 10.6万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 6.29% | 1.44% | $720.2万 | 1.2万股 | $142.8万 | 1.2万股 | +397股+3.31% | 加仓 |
 美国运通AXP |
| 5.09% | 5.25% | $582.8万 | 1.7万股 | $521.2万 | 1.7万股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 4.7% | 3.17% | $538.7万 | 8,214股 | $314.9万 | 8,214股 | 00.00% | 持仓不变 |
 美光科技MU |
| 4.5% | — | $516.1万 | 5,283股 | $0 | 0股 | +5,283股 | 新买入 |
 谷歌AGOOGL |
| 4.21% | 3.91% | $482.7万 | 1.4万股 | $388.4万 | 1.4万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 3.39% | 3.41% | $388.3万 | 2.5万股 | $338.5万 | 2.7万股 | -1,965股-7.41% | 减仓 |
 万事达MA |
| 3.29% | 3.69% | $376.7万 | 7,335股 | $366.5万 | 7,335股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 3.27% | 3.62% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 3.2% | 4.32% | $367.0万 | 9,963股 | $428.7万 | 9,963股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.14% | 3.17% | $359.7万 | 1.5万股 | $314.3万 | 1.5万股 | 00.00% | 持仓不变 |
| I景顺·BUYBACK ACHIEVERS ETFPKW |
| 3.09% | 3.31% | $354.2万 | 2.5万股 | $328.1万 | 2.5万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 3.05% | 3.38% | $349.9万 | 6,992股 | $335.1万 | 6,992股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 3.04% | — | $348.3万 | 5,453股 | $0 | 0股 | +5,453股 | 新买入 |
 思科CSCO |
| 2.56% | 1.95% | $293.7万 | 2.5万股 | $194.0万 | 2.5万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 2.29% | 2.6% | $262.8万 | 5,241股 | $257.6万 | 5,241股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.12% | 2.13% | $242.5万 | 1.2万股 | $211.3万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 2.07% | 2.4% | $237.1万 | 3.0万股 | $237.8万 | 3.0万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1.91% | — | $218.7万 | 5,200股 | $0 | 0股 | +5,200股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.8% | 1.81% | $206.0万 | 3,000股 | $179.3万 | 3,000股 | 00.00% | 持仓不变 |
| SSPROTT ASSET MANAGEMENTCEF |
| 1.76% | 2.4% | $201.2万 | 5.0万股 | $238.6万 | 5.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.72% | 2.01% | $196.6万 | 3,491股 | $199.7万 | 3,491股 | 00.00% | 持仓不变 |
| IiShares安硕·7-10YRIEF |
| 1.65% | 1.93% | $189.5万 | 2.0万股 | $191.2万 | 2.0万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 1.38% | 1.42% | $157.8万 | 5,800股 | $140.7万 | 5,800股 | 00.00% | 持仓不变 |
| IiShares白银信托SLV |
| 1.35% | 1.99% | $155.2万 | 2.9万股 | $197.7万 | 2.9万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.29% | 1.31% | $147.5万 | 4,300股 | $130.0万 | 4,300股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.99% | 1.24% | $114.0万 | 2.3万股 | $123.0万 | 2.3万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.94% | 0.94% | $107.3万 | 2,900股 | $93.0万 | 2,900股 | 00.00% | 持仓不变 |
| AABRDN PALLADIUM ETF TRUST PHYSICAL PALLADMPALL |
| 0.82% | 1.15% | $93.4万 | 4.2万股 | $114.0万 | 8,461股 | +3.4万股+400.00% | 加仓 |
| IiShares安硕信托TLT |
| 0.78% | 0.91% | $89.8万 | 1.0万股 | $90.0万 | 1.0万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.72% | 0.72% | $83.0万 | 3,300股 | $71.8万 | 3,300股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.55% | 0.62% | $63.5万 | 2,500股 | $61.1万 | 2,500股 | 00.00% | 持仓不变 |
| IISHARES BITCOIN TRUST |
| 0.55% | — | $63.3万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| IiShares安硕信托USMV |
| 0.3% | 0.34% | $34.8万 | 3,605股 | $33.4万 | 3,605股 | 00.00% | 持仓不变 |
| AABRDN PLATINUM ETF TRUST ABRDN PHYSICAL PLATINUM SHARES ETFPPLT |
| 0.29% | 1.21% | $33.8万 | 6.8万股 | $120.4万 | 6,757股 | +6.1万股+900.00% | 加仓 |
 NUVEEN AMT FREE QLTY MUNNEA |
| 0.16% | 0.17% | $18.1万 | 1.5万股 | $17.3万 | 1.5万股 | 00.00% | 持仓不变 |
 WESTERN ASSET EMERGING MKTS DE COMEMD |
| 0.11% | 0.12% | $12.9万 | 1.2万股 | $11.8万 | 1.2万股 | 00.00% | 持仓不变 |
