 台积电TSM |
| 4.39% | 3.63% | $3,034.1万 | 6.4万股 | $2,147.6万 | 6.4万股 | -15股-0.02% | 减仓 |
 苹果AAPL |
| 3.73% | 3.72% | $2,577.4万 | 8.9万股 | $2,200.4万 | 8.7万股 | +2,371股+2.73% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 3.38% | 3.59% | $2,338.7万 | 50.0万股 | $2,121.0万 | 45.2万股 | +4.8万股+10.60% | 加仓 |
 美光科技MU |
| 3.29% | 1.12% | $2,272.3万 | 2.0万股 | $664.1万 | 2.0万股 | +29股+0.15% | 加仓 |
 谷歌AGOOGL |
| 3.28% | 3.13% | $2,270.9万 | 6.4万股 | $1,849.7万 | 6.4万股 | -779股-1.21% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 3.2% | 3.36% | $2,210.7万 | 23.4万股 | $1,985.5万 | 20.8万股 | +2.6万股+12.36% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 2.91% | 3.2% | $2,009.3万 | 44.7万股 | $1,888.5万 | 41.8万股 | +2.9万股+6.85% | 加仓 |
| IiShares安硕信托PFF |
| 2.88% | 3.06% | $1,994.9万 | 65.4万股 | $1,806.8万 | 59.6万股 | +5.8万股+9.80% | 加仓 |
 希捷STX |
| 2.36% | 1.44% | $1,630.0万 | 1.7万股 | $849.8万 | 2.2万股 | -4,800股-22.13% | 减仓 |
 微软MSFT |
| 2.33% | 2.64% | $1,608.9万 | 4.3万股 | $1,558.2万 | 4.2万股 | +1,037股+2.46% | 加仓 |
 AMD超威AMD |
| 2.31% | 0.94% | $1,594.6万 | 2.7万股 | $554.4万 | 2.7万股 | +196股+0.72% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 2.21% | 2.44% | $1,529.7万 | 52.7万股 | $1,444.8万 | 49.5万股 | +3.2万股+6.50% | 加仓 |
| J骏利亨德森JAAA |
| 2.11% | 2.09% | $1,458.2万 | 28.9万股 | $1,235.0万 | 24.5万股 | +4.4万股+17.79% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.09% | 2.28% | $1,445.4万 | 2.9万股 | $1,345.1万 | 2.8万股 | +817股+2.91% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.68% | 1.65% | $1,162.1万 | 3.3万股 | $973.2万 | 3.4万股 | -1,035股-3.05% | 减仓 |
 阿斯麦ASML |
| 1.62% | 1.23% | $1,121.8万 | 5,639股 | $726.7万 | 5,502股 | +137股+2.49% | 加仓 |
 摩根大通JPM |
| 1.52% | 1.6% | $1,052.9万 | 3.2万股 | $943.5万 | 3.2万股 | +92股+0.29% | 加仓 |
| SSANDISK COMSNDK |
| 1.41% | 0.47% | $973.8万 | 4,283股 | $278.2万 | 4,379股 | -96股-2.19% | 减仓 |
 Meta平台META |
| 1.35% | 2% | $935.6万 | 1.7万股 | $1,183.6万 | 2.1万股 | -4,079股-19.72% | 减仓 |
 亚马逊AMZN |
| 1.33% | 1.32% | $921.9万 | 3.9万股 | $779.8万 | 3.7万股 | +1,237股+3.30% | 加仓 |
 博通AVGO |
| 1.33% | 1.25% | $918.1万 | 2.4万股 | $737.6万 | 2.4万股 | +471股+1.98% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.27% | 1.32% | $879.9万 | 10.7万股 | $782.2万 | 11.0万股 | -2,921股-2.65% | 减仓 |
 AMGEN COMAMGN |
| 1.25% | 1.41% | $862.5万 | 2.4万股 | $832.8万 | 2.4万股 | +150股+0.63% | 加仓 |
| IiShares安硕RING |
| 1.23% | 1.73% | $853.5万 | 13.2万股 | $1,022.1万 | 12.9万股 | +2,711股+2.09% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.21% | 1.26% | $836.7万 | 16.0万股 | $743.4万 | 14.1万股 | +1.8万股+12.87% | 加仓 |
 惠顿贵金属WPM |
| 1.2% | 1.6% | $827.0万 | 7.4万股 | $944.0万 | 7.2万股 | +1,571股+2.18% | 加仓 |
| SSPDR道富系列信托EBND |
| 1.19% | 1.27% | $823.3万 | 39.4万股 | $751.3万 | 36.4万股 | +3.0万股+8.11% | 加仓 |
| SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP |
| 1.18% | 1.26% | $812.8万 | 31.7万股 | $743.4万 | 28.6万股 | +3.1万股+10.75% | 加仓 |
 WESCO INTLWCC |
| 1.12% | 1.02% | $775.9万 | 2.2万股 | $603.0万 | 2.2万股 | +424股+1.92% | 加仓 |
 礼来LLY |
| 1.1% | 0.04% | $761.9万 | 6,352股 | $20.9万 | 227股 | +6,125股+2,698.24% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.1% | 1.37% | $761.6万 | 1.7万股 | $808.2万 | 1.7万股 | -80股-0.48% | 减仓 |
 NateraNTRA |
| 1.04% | 0.89% | $718.7万 | 2.6万股 | $527.7万 | 2.6万股 | +91股+0.34% | 加仓 |
 QUANTA SVCSPWR |
| 1% | 1.14% | $688.9万 | 9,568股 | $675.8万 | 1.2万股 | -2,741股-22.27% | 减仓 |
 STANDARDAEROSARO |
| 0.98% | 0.66% | $675.5万 | 22.6万股 | $392.2万 | 15.2万股 | +7.4万股+48.73% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 0.94% | 1.07% | $652.8万 | 2.8万股 | $632.3万 | 2.7万股 | +397股+1.46% | 加仓 |
 雷神技术RTX |
| 0.87% | 1.02% | $599.0万 | 3.2万股 | $600.5万 | 3.1万股 | +439股+1.41% | 加仓 |
 英伟达NVDA |
| 0.78% | 0.78% | $540.2万 | 2.7万股 | $463.1万 | 2.7万股 | +443股+1.67% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.76% | 0.92% | $527.8万 | 2.6万股 | $545.4万 | 2.6万股 | +86股+0.33% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.75% | 0.75% | $519.5万 | 6,957股 | $442.5万 | 6,804股 | +153股+2.25% | 加仓 |
| IiShares安硕信托IVV |
| 0.75% | 0.78% | $519.1万 | 6,931股 | $462.3万 | 7,077股 | -146股-2.06% | 减仓 |
 NETFLIXNFLX |
| 0.74% | 1.14% | $510.5万 | 7.1万股 | $676.7万 | 7.0万股 | +1,116股+1.59% | 加仓 |
 沃尔玛WMT |
| 0.73% | 0.93% | $505.0万 | 4.5万股 | $552.3万 | 4.4万股 | +144股+0.32% | 加仓 |
 高盛GS |
| 0.72% | 0.69% | $498.5万 | 4,929股 | $407.9万 | 4,821股 | +108股+2.24% | 加仓 |
 家得宝HD |
| 0.71% | 0.67% | $490.3万 | 1.4万股 | $395.1万 | 1.2万股 | +1,890股+15.73% | 加仓 |
 ICON PUB LTD COICLR |
| 0.68% | 0.48% | $468.8万 | 2.7万股 | $286.7万 | 2.6万股 | +1,082股+4.18% | 加仓 |
 PROGRESSIVEPGR |
| 0.63% | 0.68% | $437.9万 | 2.0万股 | $403.6万 | 2.0万股 | -315股-1.55% | 减仓 |
 EQTEQT |
| 0.63% | 0.86% | $436.7万 | 8.2万股 | $508.1万 | 8.0万股 | +2,291股+2.87% | 加仓 |
| BBANK OF AMERBAC |
| 0.62% | 0.64% | $428.0万 | 7.5万股 | $377.4万 | 7.7万股 | -2,294股-2.96% | 减仓 |
 LOWES COS COMLOW |
| 0.61% | 0.76% | $422.3万 | 1.9万股 | $449.7万 | 1.9万股 | +123股+0.65% | 加仓 |
 史赛克SYK |
| 0.61% | 0.73% | $421.4万 | 1.3万股 | $434.3万 | 1.3万股 | +169股+1.28% | 加仓 |
