 谷歌AGOOGL |
| 25.42% | 23.08% | $1.20亿 | 33.7万股 | $9,692.6万 | 33.7万股 | -330股-0.10% | 减仓 |
 亚马逊AMZN |
| 6.96% | 6.85% | $3,294.1万 | 13.8万股 | $2,878.5万 | 13.8万股 | 00.00% | 持仓不变 |
 柯蒂斯怀特CW |
| 5.36% | 5.48% | $2,539.4万 | 3.4万股 | $2,303.0万 | 3.4万股 | -300股-0.89% | 减仓 |
| G通用动力VTI |
| 5.14% | 5.02% | $2,431.9万 | 6.6万股 | $2,108.4万 | 6.6万股 | 00.00% | 持仓不变 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 4.76% | 4.41% | $2,251.3万 | 27.2万股 | $1,851.5万 | 4.5万股 | +22.7万股+500.00% | 加仓 |
| V先锋领航指数基金VOO |
| 4.37% | 3.44% | $2,068.0万 | 3.0万股 | $1,444.9万 | 2.4万股 | +5,930股+24.52% | 加仓 |
 思科CSCO |
| 3.19% | 2.41% | $1,511.1万 | 12.9万股 | $1,013.1万 | 13.1万股 | -1,925股-1.47% | 减仓 |
 IRIDIUM COMMUNICATIONS IIRDM |
| 2.67% | 1.3% | $1,265.9万 | 23.1万股 | $546.7万 | 19.7万股 | +3.4万股+17.12% | 加仓 |
| IiShares安硕信托IEFA |
| 2.4% | 2.54% | $1,137.2万 | 11.8万股 | $1,066.0万 | 11.8万股 | 00.00% | 持仓不变 |
| LLA Z BOYLZB |
| 2.35% | 2.7% | $1,114.5万 | 27.8万股 | $1,134.5万 | 35.3万股 | -7.5万股-21.30% | 减仓 |
| V先锋领航指数基金VTV |
| 2.25% | 1.61% | $1,062.8万 | 4.9万股 | $678.2万 | 3.5万股 | +1.4万股+41.08% | 加仓 |
 微软MSFT |
| 1.9% | 2.2% | $897.7万 | 2.4万股 | $924.7万 | 2.5万股 | -914股-3.66% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.8% | 1.81% | $852.2万 | 1.1万股 | $758.8万 | 1.2万股 | -250股-2.15% | 减仓 |
| GGMO US QUALITY ETFGMOV |
| 1.79% | 1.76% | $848.5万 | 20.4万股 | $737.5万 | 20.4万股 | 00.00% | 持仓不变 |
 DORCHESTER MINERALS L P COM UNITDMLP |
| 1.68% | 3.23% | $793.3万 | 31.4万股 | $1,354.7万 | 50.0万股 | -18.6万股-37.15% | 减仓 |
 切尼尔能源LNG |
| 1.61% | 2.16% | $763.6万 | 3.2万股 | $906.6万 | 3.2万股 | 00.00% | 持仓不变 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 1.59% | 2.1% | $751.8万 | 24.9万股 | $883.2万 | 24.9万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.49% | 1.65% | $707.3万 | 1.4万股 | $693.5万 | 1.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.35% | 1.33% | $640.1万 | 3.2万股 | $557.9万 | 3.2万股 | +2股+0.01% | 加仓 |
 强生JNJ |
| 1.35% | 1.48% | $639.1万 | 2.5万股 | $622.2万 | 2.5万股 | -289股-1.14% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1% | 0.91% | $472.8万 | 3.0万股 | $381.6万 | 3.0万股 | 00.00% | 持仓不变 |
| TTidal·TRUST ISPUS |
| 0.9% | 0.8% | $425.5万 | 7.4万股 | $335.5万 | 7.0万股 | +4,330股+6.22% | 加仓 |
| SSPDR道富系列信托XOP |
| 0.81% | 1.08% | $384.6万 | 2.5万股 | $453.4万 | 2.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.79% | 0.75% | $373.2万 | 4.3万股 | $315.4万 | 7,220股 | +3.6万股+500.00% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.78% | 1.55% | $368.0万 | 10.0万股 | $650.8万 | 17.2万股 | -7.2万股-41.80% | 减仓 |
 PARSONS DELPSN |
| 0.77% | — | $366.7万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 CoStarCSGP |
| 0.75% | 1.22% | $356.8万 | 12.6万股 | $512.3万 | 12.7万股 | -1,000股-0.79% | 减仓 |
 康明斯CMI |
| 0.75% | 0.66% | $356.6万 | 5,000股 | $277.8万 | 5,163股 | -163股-3.16% | 减仓 |
| IiShares安硕信托EMB |
| 0.71% | — | $335.1万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 雪佛龙CVX |
| 0.69% | 0.97% | $325.1万 | 2.0万股 | $405.7万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.67% | 0.67% | $318.6万 | 1.7万股 | $282.8万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.62% | 0.72% | $294.3万 | 3.1万股 | $302.8万 | 3.4万股 | -3,614股-10.59% | 减仓 |
| SSPDR黄金信托GLD |
| 0.57% | 0.75% | $271.2万 | 7,362股 | $316.8万 | 7,362股 | 00.00% | 持仓不变 |
 REGENXBIO INC COMRGNX |
| 0.56% | 0.44% | $266.3万 | 22.2万股 | $186.3万 | 22.2万股 | 00.00% | 持仓不变 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 0.55% | 0.45% | $261.8万 | 10.0万股 | $189.4万 | 10.0万股 | 00.00% | 持仓不变 |
 BLACKSTONE SECD LENDINGBXSL |
| 0.54% | 0.12% | $257.8万 | 10.5万股 | $51.4万 | 2.1万股 | +8.4万股+401.43% | 加仓 |
 POOLPOOL |
| 0.54% | 0.57% | $255.2万 | 1.2万股 | $240.3万 | 1.2万股 | 00.00% | 持仓不变 |
| B百度BIDU |
| 0.53% | 0.58% | $251.4万 | 2.2万股 | $245.1万 | 2.2万股 | 00.00% | 持仓不变 |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 0.52% | 0.68% | $246.8万 | 10.1万股 | $286.8万 | 10.1万股 | 00.00% | 持仓不变 |
| AALPS ETF信托AMLP |
| 0.51% | 0.58% | $240.2万 | 4.6万股 | $243.9万 | 4.6万股 | 00.00% | 持仓不变 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.5% | 0.72% | $234.7万 | 12.4万股 | $303.3万 | 12.4万股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 0.47% | 0.49% | $221.4万 | 3.5万股 | $207.0万 | 3.5万股 | 00.00% | 持仓不变 |
 Genuine Parts Co ComGPC |
| 0.45% | 0.46% | $214.8万 | 1.8万股 | $194.3万 | 1.8万股 | -149股-0.82% | 减仓 |
 ONEOKOKE |
| 0.42% | 0.78% | $200.0万 | 2.3万股 | $328.3万 | 3.6万股 | -1.3万股-36.64% | 减仓 |
 Meta平台META |
| 0.37% | 0.32% | $174.6万 | 3,100股 | $135.9万 | 2,375股 | +725股+30.53% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.37% | 0.41% | $173.9万 | 3.5万股 | $172.9万 | 3.5万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 0.37% | 0.53% | $173.2万 | 1.8万股 | $223.9万 | 1.8万股 | 00.00% | 持仓不变 |
| CCLIMB BIO INC COMCLYM |
| 0.36% | 0.2% | $168.1万 | 12.9万股 | $83.2万 | 12.1万股 | +7,500股+6.18% | 加仓 |
 苹果AAPL |
| 0.34% | 0.34% | $161.6万 | 5,586股 | $141.8万 | 5,586股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.33% | 0.29% | $156.3万 | 2,120股 | $122.4万 | 2,120股 | 00.00% | 持仓不变 |
