| V先锋领航指数基金VOO |
| 30.47% | 30.55% | $2.90亿 | 42.2万股 | $2.65亿 | 44.3万股 | -2.1万股-4.63% | 减仓 |
| IiShares安硕信托IEFA |
| 10.33% | 11.27% | $9,830.7万 | 101.8万股 | $9,758.0万 | 107.8万股 | -6.0万股-5.57% | 减仓 |
| IiShares安硕IEMG |
| 5.14% | 5.57% | $4,892.7万 | 59.1万股 | $4,827.6万 | 69.2万股 | -10.2万股-14.67% | 减仓 |
 VeevaVEEV |
| 3.77% | 3.15% | $3,593.1万 | 20.2万股 | $2,728.0万 | 15.5万股 | +4.7万股+30.37% | 加仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 3.66% | 3.46% | $3,482.1万 | 28.3万股 | $3,000.8万 | 20.1万股 | +8.2万股+41.04% | 加仓 |
 台积电TSM |
| 3.59% | 3.27% | $3,412.4万 | 7.1万股 | $2,829.5万 | 8.4万股 | -1.2万股-14.66% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 3.29% | 2.94% | $3,128.8万 | 19.7万股 | $2,549.2万 | 17.4万股 | +2.3万股+13.42% | 加仓 |
 VisaV |
| 3.25% | 3.14% | $3,096.4万 | 9.0万股 | $2,722.0万 | 9.0万股 | +188股+0.21% | 加仓 |
 亚马逊AMZN |
| 3.25% | 3.54% | $3,094.1万 | 13.0万股 | $3,065.4万 | 14.7万股 | -1.7万股-11.80% | 减仓 |
 穆迪MCO |
| 2.84% | 2.47% | $2,702.6万 | 6.0万股 | $2,140.2万 | 4.9万股 | +1.1万股+21.63% | 加仓 |
 LIBERTY LIVELLYVK |
| 2.66% | 2.5% | $2,533.0万 | 24.0万股 | $2,163.1万 | 23.0万股 | +9,923股+4.32% | 加仓 |
| MMASTECMTZ |
| 2.64% | 2.94% | $2,515.2万 | 6.0万股 | $2,549.0万 | 7.9万股 | -1.9万股-23.70% | 减仓 |
 GE航空GE |
| 2.64% | 2.19% | $2,512.2万 | 6.7万股 | $1,894.5万 | 6.7万股 | +457股+0.68% | 加仓 |
 MERCADOLIBRE COMMELI |
| 2.57% | — | $2,445.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 标普全球SPGI |
| 2.38% | 2.26% | $2,264.3万 | 5.6万股 | $1,957.8万 | 4.6万股 | +9,569股+20.79% | 加仓 |
| CCRHCRH |
| 2.31% | 2.29% | $2,202.6万 | 20.6万股 | $1,984.7万 | 18.9万股 | +1.7万股+9.03% | 加仓 |
| PPROCORE TECHNOLOGIESPCOR |
| 2.12% | 2.11% | $2,021.8万 | 49.8万股 | $1,827.9万 | 32.1万股 | +17.7万股+55.21% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 2% | 1.92% | $1,903.8万 | 109.6万股 | $1,666.7万 | 88.3万股 | +21.3万股+24.16% | 加仓 |
 英伟达NVDA |
| 1.99% | 2.14% | $1,895.4万 | 9.5万股 | $1,851.7万 | 10.6万股 | -1.1万股-10.78% | 减仓 |
 谷歌AGOOGL |
| 1.98% | 2.04% | $1,880.6万 | 5.3万股 | $1,768.1万 | 6.1万股 | -8,866股-14.42% | 减仓 |
 NEW YORK TIMES MTN BENYT |
| 1.72% | — | $1,636.5万 | 23.4万股 | $0 | 0股 | +23.4万股 | 新买入 |
 江森自控JCI |
| 1.6% | 1.71% | $1,521.2万 | 10.4万股 | $1,482.8万 | 11.3万股 | -9,122股-8.06% | 减仓 |
 FIRST SOLAR COMFSLR |
| 1.43% | 1.32% | $1,365.1万 | 5.8万股 | $1,141.2万 | 5.8万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLP |
| 1.18% | 1.44% | $1,119.9万 | 13.5万股 | $1,248.9万 | 15.2万股 | -1.8万股-11.51% | 减仓 |
| SSONIDA SENIOR LIVINGSNDA |
| 0.79% | 0.69% | $754.8万 | 18.5万股 | $596.6万 | 18.5万股 | 00.00% | 持仓不变 |
| MMEDLINE COM CL AMDLN |
| 0.4% | 0.48% | $381.1万 | 9.7万股 | $418.1万 | 9.4万股 | +2,682股+2.85% | 加仓 |
