 英伟达NVDA |
| 12.71% | 10.28% | $2,904.6万 | 14.5万股 | $2,539.0万 | 14.6万股 | -411股-0.28% | 减仓 |
 阿斯麦ASML |
| 5.23% | 0.36% | $1,195.3万 | 6,008股 | $89.8万 | 680股 | +5,328股+783.53% | 加仓 |
 苹果AAPL |
| 4.54% | 3.56% | $1,036.7万 | 3.6万股 | $880.4万 | 3.5万股 | +1,138股+3.28% | 加仓 |
| CCALAMOS ETF TRCAIE |
| 4.38% | — | $1,001.1万 | 36.8万股 | $0 | 0股 | +36.8万股 | 新买入 |
 微软MSFT |
| 3.01% | 2.62% | $688.3万 | 1.8万股 | $647.9万 | 1.8万股 | +950股+5.43% | 加仓 |
 NEBIUSNBIS |
| 2.65% | 1.02% | $606.7万 | 2.2万股 | $253.2万 | 2.4万股 | -2,430股-9.96% | 减仓 |
 亚马逊AMZN |
| 2.3% | 1.8% | $526.6万 | 2.2万股 | $444.6万 | 2.1万股 | +749股+3.51% | 加仓 |
 AMD超威AMD |
| 2.27% | 0.7% | $519.3万 | 8,940股 | $173.7万 | 8,539股 | +401股+4.70% | 加仓 |
 博通AVGO |
| 1.93% | 1.38% | $440.7万 | 1.2万股 | $342.1万 | 1.1万股 | +615股+5.56% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.88% | 1.39% | $429.5万 | 1.2万股 | $342.9万 | 1.2万股 | +201股+1.68% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.43% | — | $326.2万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 Bloom EnergyBE |
| 1.36% | 0.58% | $309.8万 | 1.0万股 | $144.0万 | 1.1万股 | -391股-3.68% | 减仓 |
 谷歌AGOOGL |
| 1.3% | 0.86% | $297.4万 | 8,322股 | $211.4万 | 7,351股 | +971股+13.21% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.15% | 1.02% | $263.6万 | 5.9万股 | $251.1万 | 6.5万股 | -5,199股-8.04% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.12% | — | $255.0万 | 3,414股 | $0 | 0股 | +3,414股 | 新买入 |
| CCALAMOS LADDERED S&P 500 STRUCTURED ALT PROTECTION ETFCPSL |
| 1.06% | — | $242.2万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.05% | 0.77% | $240.0万 | 3,494股 | $190.2万 | 3,182股 | +312股+9.81% | 加仓 |
| SSPDR黄金信托GLD |
| 1.03% | 1.22% | $236.5万 | 6,419股 | $302.1万 | 7,020股 | -601股-8.56% | 减仓 |
 VertivVRT |
| 1.03% | 0.75% | $234.3万 | 6,997股 | $184.2万 | 7,349股 | -352股-4.79% | 减仓 |
 卡特彼勒CAT |
| 1.02% | 0.61% | $233.2万 | 2,190股 | $151.0万 | 2,132股 | +58股+2.72% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.9% | 0.79% | $206.8万 | 4,133股 | $194.0万 | 4,048股 | +85股+2.10% | 加仓 |
| V先锋领航全球基金VGT |
| 0.88% | 0.57% | $201.1万 | 1.7万股 | $141.3万 | 2,025股 | +1.5万股+730.91% | 加仓 |
 雷神技术RTX |
| 0.83% | 0.81% | $190.6万 | 1.0万股 | $201.2万 | 1.0万股 | -386股-3.70% | 减仓 |
| V先锋领航指数基金VV |
| 0.82% | 0.63% | $186.7万 | 5,430股 | $154.6万 | 5,172股 | +258股+4.99% | 加仓 |
 家得宝HD |
| 0.78% | 0.69% | $177.7万 | 5,038股 | $170.5万 | 5,184股 | -146股-2.82% | 减仓 |
| DDirexion股票ETF信托QQQE |
| 0.75% | 0.57% | $171.7万 | 1.4万股 | $142.0万 | 1.4万股 | -338股-2.35% | 减仓 |
 钢铁动力STLD |
| 0.75% | 0.54% | $171.0万 | 7,436股 | $134.2万 | 7,433股 | +3股+0.04% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.74% | 0.53% | $169.5万 | 2.0万股 | $131.1万 | 1.7万股 | +2,817股+16.56% | 加仓 |
| BBANKWELL FINL GROUP INC COMBWFG |
| 0.69% | — | $158.0万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| DDimensional维度ETF信托DFAU |
| 0.68% | 0.56% | $156.2万 | 3.0万股 | $139.3万 | 3.1万股 | -647股-2.10% | 减仓 |
 埃克森美孚XOM |
| 0.67% | 0.75% | $152.5万 | 1.1万股 | $185.4万 | 1.1万股 | +229股+2.10% | 加仓 |
 Meta平台META |
| 0.66% | 0.53% | $149.9万 | 2,661股 | $130.7万 | 2,284股 | +377股+16.51% | 加仓 |
 特斯拉TSLA |
| 0.65% | 0.63% | $148.9万 | 3,541股 | $154.5万 | 4,157股 | -616股-14.82% | 减仓 |
 摩根大通JPM |
| 0.61% | 0.47% | $139.2万 | 4,254股 | $116.8万 | 3,971股 | +283股+7.13% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.6% | — | $136.5万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 强生JNJ |
| 0.59% | 0.51% | $135.9万 | 5,351股 | $125.2万 | 5,123股 | +228股+4.45% | 加仓 |
 洛克希德马丁LMT |
| 0.58% | 0.64% | $133.6万 | 2,622股 | $157.5万 | 2,605股 | +17股+0.65% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.54% | 0.46% | $122.7万 | 2.9万股 | $114.4万 | 3.1万股 | -1,726股-5.55% | 减仓 |
 艾伯维ABBV |
| 0.53% | 0.4% | $120.7万 | 4,797股 | $98.9万 | 4,549股 | +248股+5.45% | 加仓 |
 英特尔INTC |
| 0.52% | 0.14% | $119.9万 | 8,586股 | $35.7万 | 8,087股 | +499股+6.17% | 加仓 |
 甲骨文ORCL |
| 0.52% | 0.47% | $118.6万 | 8,094股 | $115.0万 | 7,815股 | +279股+3.57% | 加仓 |
 帕兰提尔PLTR |
| 0.51% | 0.8% | $117.1万 | 1.0万股 | $196.7万 | 1.3万股 | -3,410股-25.36% | 减仓 |
 康宁GLW |
| 0.51% | 0.31% | $116.2万 | 4,549股 | $76.4万 | 5,622股 | -1,073股-19.09% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.51% | 0.45% | $115.6万 | 3.1万股 | $111.8万 | 3.3万股 | -1,552股-4.71% | 减仓 |
 雪佛龙CVX |
| 0.49% | 0.57% | $112.5万 | 6,784股 | $139.7万 | 6,754股 | +30股+0.44% | 加仓 |
 辉瑞PFE |
| 0.49% | 0.53% | $111.9万 | 4.6万股 | $131.5万 | 4.7万股 | -355股-0.76% | 减仓 |
 思科CSCO |
| 0.46% | 0.27% | $106.1万 | 9,032股 | $66.3万 | 8,542股 | +490股+5.74% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.46% | 0.38% | $105.1万 | 1.3万股 | $92.9万 | 1.3万股 | -275股-2.10% | 减仓 |
| V先锋领航指数基金VB |
| 0.45% | 0.05% | $103.0万 | 3,397股 | $11.8万 | 452股 | +2,945股+651.55% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.45% | 0.48% | $102.1万 | 1.9万股 | $117.6万 | 1.9万股 | +31股+0.16% | 加仓 |
