 苹果AAPL |
| 7.11% | 7.16% | $2.35亿 | 81.2万股 | $2.08亿 | 82.0万股 | -7,888股-0.96% | 减仓 |
 英伟达NVDA |
| 5.79% | 5.86% | $1.92亿 | 95.7万股 | $1.70亿 | 97.6万股 | -1.9万股-1.98% | 减仓 |
| IiShares安硕信托IVV |
| 5.77% | 5.82% | $1.91亿 | 25.5万股 | $1.69亿 | 25.9万股 | -4,095股-1.58% | 减仓 |
| IiShares安硕信托IVW |
| 4.77% | 4.38% | $1.58亿 | 114.8万股 | $1.27亿 | 112.7万股 | +2.1万股+1.87% | 加仓 |
| IiShares安硕·S&PIVE |
| 4.17% | 4.33% | $1.38亿 | 60.6万股 | $1.26亿 | 59.6万股 | +1.0万股+1.68% | 加仓 |
 微软MSFT |
| 3.25% | 3.72% | $1.07亿 | 28.8万股 | $1.08亿 | 29.2万股 | -4,168股-1.43% | 减仓 |
 谷歌AGOOGL |
| 3.1% | 3.53% | $1.02亿 | 28.7万股 | $1.02亿 | 35.6万股 | -7.0万股-19.59% | 减仓 |
 亚马逊AMZN |
| 2.49% | 2.74% | $8,228.6万 | 34.5万股 | $7,972.1万 | 38.3万股 | -3.7万股-9.78% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 2.39% | 2.43% | $7,905.1万 | 103.9万股 | $7,077.0万 | 103.4万股 | +5,057股+0.49% | 加仓 |
| IiShares安硕信托IWV |
| 2.11% | 1.96% | $6,972.7万 | 16.4万股 | $5,705.5万 | 15.4万股 | +9,606股+6.24% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.91% | 2.06% | $6,318.7万 | 134.9万股 | $5,987.9万 | 127.4万股 | +7.5万股+5.93% | 加仓 |
 博通AVGO |
| 1.85% | 2.08% | $6,116.6万 | 16.2万股 | $6,048.5万 | 19.5万股 | -3.3万股-17.10% | 减仓 |
 应用材料AMAT |
| 1.64% | 0.84% | $5,416.7万 | 7.5万股 | $2,453.2万 | 7.3万股 | +2,400股+3.31% | 加仓 |
 Meta平台META |
| 1.61% | 1.86% | $5,324.5万 | 9.4万股 | $5,414.7万 | 9.3万股 | +1,610股+1.74% | 加仓 |
| CCALAMOS ETF TRCAIE |
| 1.57% | 1.41% | $5,183.2万 | 190.5万股 | $4,096.6万 | 163.0万股 | +27.5万股+16.90% | 加仓 |
| F富达Covington信托FESM |
| 1.55% | 1.32% | $5,134.5万 | 106.3万股 | $3,844.2万 | 101.2万股 | +5.2万股+5.10% | 加仓 |
| IiShares安硕·COREIJR |
| 1.36% | 1.29% | $4,510.0万 | 30.4万股 | $3,741.2万 | 30.1万股 | +3,138股+1.04% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.2% | 1.38% | $3,974.6万 | 5.3万股 | $4,004.6万 | 6.1万股 | -8,069股-13.12% | 减仓 |
 礼来LLY |
| 1.13% | 0.99% | $3,739.5万 | 3.1万股 | $2,878.2万 | 3.1万股 | -115股-0.37% | 减仓 |
| F富达Covington信托FENI |
| 1.06% | 0.98% | $3,502.7万 | 87.3万股 | $2,859.0万 | 76.9万股 | +10.4万股+13.57% | 加仓 |
| CCALAMOS ETF TRCAIQ |
| 1.02% | 0.39% | $3,372.4万 | 125.6万股 | $1,133.4万 | 47.5万股 | +78.1万股+164.19% | 加仓 |
 VisaV |
| 0.94% | 0.97% | $3,110.5万 | 9.1万股 | $2,831.2万 | 9.4万股 | -3,011股-3.21% | 减仓 |
 强生JNJ |
| 0.91% | 1.02% | $3,000.0万 | 11.8万股 | $2,956.5万 | 12.1万股 | -2,826股-2.34% | 减仓 |
 摩根大通JPM |
| 0.85% | 0.91% | $2,807.6万 | 8.6万股 | $2,644.7万 | 9.0万股 | -4,133股-4.60% | 减仓 |
 特斯拉TSLA |
| 0.76% | 0.58% | $2,497.1万 | 5.9万股 | $1,684.9万 | 4.5万股 | +1.4万股+30.99% | 加仓 |
 台积电TSM |
| 0.74% | 0.56% | $2,452.1万 | 5.1万股 | $1,614.5万 | 4.8万股 | +3,572股+7.48% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.77% | $2,258.3万 | 6.4万股 | $2,231.7万 | 7.8万股 | -1.4万股-17.85% | 减仓 |
 AMD超威AMD |
| 0.65% | 0.04% | $2,135.7万 | 3.7万股 | $124.5万 | 6,121股 | +3.1万股+500.62% | 加仓 |
 卡特彼勒CAT |
| 0.64% | 0.35% | $2,109.0万 | 2.0万股 | $1,008.5万 | 1.4万股 | +5,570股+39.13% | 加仓 |
 南方电力SO |
| 0.64% | 0.74% | $2,102.2万 | 22.0万股 | $2,162.2万 | 22.4万股 | -4,371股-1.95% | 减仓 |
 家得宝HD |
| 0.64% | 0.68% | $2,101.1万 | 6.0万股 | $1,980.5万 | 6.0万股 | -641股-1.06% | 减仓 |
 DatadogDDOG |
| 0.63% | 0.4% | $2,082.5万 | 8.0万股 | $1,159.9万 | 9.8万股 | -1.8万股-18.60% | 减仓 |
 波音BA |
| 0.63% | 0.67% | $2,082.1万 | 9.6万股 | $1,951.8万 | 9.8万股 | -1,883股-1.92% | 减仓 |
 沃尔玛WMT |
| 0.62% | 0.81% | $2,060.1万 | 18.2万股 | $2,341.8万 | 18.8万股 | -6,536股-3.47% | 减仓 |
 CHUBB LIMITEDCB |
| 0.58% | 0.64% | $1,924.9万 | 5.6万股 | $1,873.4万 | 5.7万股 | -986股-1.72% | 减仓 |
 泛林集团LRCX |
| 0.57% | 0.33% | $1,900.7万 | 4.4万股 | $973.1万 | 4.6万股 | -1,682股-3.69% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.57% | 0.61% | $1,877.4万 | 18.1万股 | $1,759.3万 | 18.1万股 | -401股-0.22% | 减仓 |
| PPROLOGIS COMPLD |
| 0.56% | 0.64% | $1,860.9万 | 13.7万股 | $1,857.5万 | 14.1万股 | -3,161股-2.25% | 减仓 |
 摩根士丹利MS |
| 0.56% | 0.51% | $1,835.1万 | 8.8万股 | $1,479.2万 | 9.0万股 | -2,092股-2.33% | 减仓 |
 美国运通AXP |
| 0.54% | 0.56% | $1,796.1万 | 5.3万股 | $1,621.6万 | 5.4万股 | -512股-0.96% | 减仓 |
 美光科技MU |
| 0.54% | 0.11% | $1,776.6万 | 1.5万股 | $310.1万 | 9,180股 | +6,211股+67.66% | 加仓 |
 德州仪器TXN |
| 0.53% | 0.4% | $1,745.5万 | 5.9万股 | $1,149.4万 | 5.9万股 | -646股-1.09% | 减仓 |
| I景顺QQQ信托VOO |
| 0.51% | 0.39% | $1,692.7万 | 2.3万股 | $1,126.1万 | 2.0万股 | +3,476股+17.82% | 加仓 |
 林德LIN |
| 0.51% | 0.57% | $1,686.9万 | 3.3万股 | $1,655.9万 | 3.3万股 | -895股-2.68% | 减仓 |
 联合健康UNH |
| 0.51% | 0.1% | $1,681.4万 | 4.0万股 | $286.4万 | 1.1万股 | +3.0万股+282.26% | 加仓 |
 雪佛龙CVX |
| 0.5% | 0.9% | $1,663.8万 | 10.0万股 | $2,601.8万 | 12.6万股 | -2.5万股-20.18% | 减仓 |
 Arista网络ANET |
| 0.5% | 0.53% | $1,641.3万 | 9.7万股 | $1,530.0万 | 12.5万股 | -2.8万股-22.47% | 减仓 |
 PALO ALTOPANW |
| 0.49% | 0.25% | $1,623.3万 | 4.8万股 | $740.0万 | 4.6万股 | +1,441股+3.12% | 加仓 |
 迪尔DE |
| 0.48% | 0.5% | $1,587.4万 | 2.5万股 | $1,448.2万 | 2.6万股 | -685股-2.66% | 减仓 |
 NETFLIXNFLX |
| 0.45% | 0.91% | $1,502.2万 | 21.0万股 | $2,648.3万 | 27.5万股 | -6.5万股-23.61% | 减仓 |
