| WWISDOMTREE TR WISDOMTREE US VAWTV |
| 25.07% | — | $5,552.1万 | 54.6万股 | $0 | 0股 | +54.6万股 | 新买入 |
 应用材料AMAT |
| 9.23% | 7.27% | $2,044.6万 | 2.8万股 | $985.8万 | 2.9万股 | -561股-1.95% | 减仓 |
 苹果AAPL |
| 5.46% | 8.61% | $1,209.7万 | 4.2万股 | $1,166.5万 | 4.6万股 | -4,159股-9.05% | 减仓 |
 英伟达NVDA |
| 4.45% | 6.37% | $985.4万 | 4.9万股 | $863.5万 | 5.0万股 | -262股-0.53% | 减仓 |
 迪尔DE |
| 4.09% | 5.85% | $906.8万 | 1.4万股 | $792.5万 | 1.4万股 | +226股+1.61% | 加仓 |
 微软MSFT |
| 3.33% | 5.32% | $738.0万 | 2.0万股 | $720.3万 | 1.9万股 | +325股+1.67% | 加仓 |
 谷歌AGOOGL |
| 3.02% | 3.9% | $668.1万 | 1.9万股 | $529.0万 | 1.8万股 | +297股+1.61% | 加仓 |
 Meta平台META |
| 2.21% | 3.61% | $489.5万 | 8,690股 | $488.9万 | 8,545股 | +145股+1.70% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.97% | 2.7% | $435.7万 | 1.2万股 | $365.7万 | 1.3万股 | -417股-3.27% | 减仓 |
 Arista网络ANET |
| 1.74% | — | $386.1万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| I景顺QQQ信托VOO |
| 1.65% | 2.12% | $366.1万 | 4,971股 | $286.9万 | 4,971股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 1.59% | 2.13% | $351.7万 | 1.0万股 | $288.8万 | 9,665股 | +561股+5.80% | 加仓 |
 宝洁PG |
| 1.42% | 2.51% | $314.2万 | 2.1万股 | $340.4万 | 2.4万股 | -2,139股-9.08% | 减仓 |
 艾伯维ABBV |
| 1.38% | 1.93% | $305.6万 | 1.2万股 | $260.9万 | 1.2万股 | +148股+1.23% | 加仓 |
 美光科技MU |
| 1.37% | 0.34% | $304.5万 | 2,638股 | $45.9万 | 1,359股 | +1,279股+94.11% | 加仓 |
| IiShares安硕信托GARP |
| 1.36% | 1.72% | $300.3万 | 3.6万股 | $232.7万 | 3.6万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.33% | 1.86% | $295.1万 | 1.2万股 | $251.6万 | 1.2万股 | +303股+2.51% | 加仓 |
| AAvantis·U SAVUV |
| 1.31% | 1.89% | $289.6万 | 2.3万股 | $256.5万 | 2.3万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.28% | 2.29% | $283.9万 | 2.5万股 | $310.1万 | 2.5万股 | +117股+0.47% | 加仓 |
 AMD超威AMD |
| 1.17% | 0.69% | $258.4万 | 4,449股 | $93.0万 | 4,572股 | -123股-2.69% | 减仓 |
 博通AVGO |
| 1.02% | 1.34% | $225.6万 | 5,971股 | $181.4万 | 5,860股 | +111股+1.89% | 加仓 |
| IiShares安硕信托IVV |
| 0.94% | 1.34% | $208.6万 | 2,785股 | $181.9万 | 2,785股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.83% | 1.23% | $183.2万 | 3,661股 | $167.2万 | 3,490股 | +171股+4.90% | 加仓 |
 美国合众银行USB |
| 0.74% | 1.1% | $163.7万 | 2.7万股 | $148.6万 | 2.9万股 | -1,459股-5.11% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.71% | 1.02% | $157.8万 | 1.8万股 | $137.9万 | 1.8万股 | +574股+3.21% | 加仓 |
 PERFORMANCE FOODPFGC |
| 0.65% | 0.8% | $144.9万 | 1.3万股 | $108.2万 | 1.3万股 | +336股+2.66% | 加仓 |
 卡特彼勒CAT |
| 0.61% | 0.5% | $134.6万 | 1,264股 | $67.4万 | 951股 | +313股+32.91% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.6% | 0.69% | $133.7万 | 7,020股 | $93.5万 | 7,032股 | -12股-0.17% | 减仓 |
 雪佛龙CVX |
| 0.6% | 1.21% | $133.7万 | 8,066股 | $164.2万 | 7,937股 | +129股+1.63% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.57% | 0.94% | $126.5万 | 1.3万股 | $127.7万 | 1.3万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.56% | 0.81% | $124.9万 | 3,816股 | $110.0万 | 3,739股 | +77股+2.06% | 加仓 |
 VertivVRT |
| 0.55% | 0.48% | $121.0万 | 3,615股 | $65.3万 | 2,606股 | +1,009股+38.72% | 加仓 |
 雷神技术RTX |
| 0.53% | 0.85% | $116.9万 | 6,163股 | $115.8万 | 6,001股 | +162股+2.70% | 加仓 |
 北方信托NTRS |
| 0.51% | 0.7% | $113.0万 | 6,503股 | $94.9万 | 6,803股 | -300股-4.41% | 减仓 |
 CrowdStrikeCRWD |
| 0.48% | 0.41% | $107.4万 | 1,407股 | $54.9万 | 1,407股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.48% | 0.66% | $106.9万 | 1.3万股 | $88.9万 | 3,096股 | +1.0万股+328.55% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 0.48% | 0.87% | $106.4万 | 7,032股 | $118.5万 | 7,534股 | -502股-6.66% | 减仓 |
 英特尔INTC |
| 0.48% | 0.25% | $105.4万 | 7,552股 | $33.7万 | 7,627股 | -75股-0.98% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.44% | 0.92% | $96.6万 | 1.2万股 | $124.1万 | 1.5万股 | -3,268股-21.75% | 减仓 |
 PALO ALTOPANW |
| 0.43% | 0.33% | $94.9万 | 2,782股 | $44.6万 | 2,782股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.39% | 0.54% | $85.9万 | 2,835股 | $73.1万 | 2,791股 | +44股+1.58% | 加仓 |
| VVanEck Russia ETFBBH |
| 0.39% | 0.59% | $85.7万 | 8,242股 | $79.7万 | 8,242股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 0.34% | 0.59% | $75.2万 | 3,029股 | $79.4万 | 2,845股 | +184股+6.47% | 加仓 |
| V先锋领航指数基金VOO |
| 0.32% | 0.46% | $70.9万 | 1,033股 | $62.1万 | 1,039股 | -6股-0.58% | 减仓 |
| V先锋领航指数基金VTV |
| 0.3% | 0.64% | $66.5万 | 3,053股 | $86.7万 | 4,419股 | -1,366股-30.91% | 减仓 |
 强生JNJ |
| 0.29% | 0.48% | $64.4万 | 2,537股 | $64.8万 | 2,649股 | -112股-4.23% | 减仓 |
| IiShares安硕信托IOO |
| 0.26% | 0.38% | $57.4万 | 4,204股 | $50.9万 | 4,204股 | 00.00% | 持仓不变 |
 BORGWARNERBWA |
| 0.24% | 0.31% | $54.2万 | 8,163股 | $41.4万 | 7,625股 | +538股+7.06% | 加仓 |
 GE VernovaGEV |
| 0.24% | 0.11% | $52.6万 | 448股 | $14.4万 | 165股 | +283股+171.52% | 加仓 |
| Q高通QCOM |
| 0.23% | 0.26% | $50.8万 | 2,750股 | $35.4万 | 2,750股 | 00.00% | 持仓不变 |
