 谷歌AGOOGL |
| 8.91% | 7.77% | $4,782.4万 | 13.4万股 | $3,840.6万 | 13.4万股 | +76股+0.06% | 加仓 |
 英伟达NVDA |
| 5.43% | 5.13% | $2,914.6万 | 14.6万股 | $2,537.2万 | 14.6万股 | +71股+0.05% | 加仓 |
 FIRSTSUN CAP BANCORPFSUN |
| 4.51% | 4.6% | $2,418.7万 | 62.4万股 | $2,274.0万 | 62.4万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 4.01% | 4.09% | $2,152.5万 | 24.3万股 | $2,022.6万 | 24.5万股 | -2,258股-0.92% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.41% | 3.09% | $1,830.8万 | 2.5万股 | $1,529.1万 | 2.3万股 | +1,060股+4.52% | 加仓 |
 礼来LLY |
| 3.23% | 2.67% | $1,733.8万 | 1.4万股 | $1,320.8万 | 1.4万股 | +16股+0.11% | 加仓 |
 微软MSFT |
| 3.17% | 3.14% | $1,700.9万 | 4.6万股 | $1,550.0万 | 4.2万股 | +3,702股+8.84% | 加仓 |
 应用材料AMAT |
| 3.04% | 1.5% | $1,632.8万 | 2.2万股 | $741.4万 | 2.2万股 | -2股-0.01% | 减仓 |
| V先锋领航指数基金VOO |
| 2.99% | 2.83% | $1,605.1万 | 2.3万股 | $1,396.5万 | 2.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 2.94% | 2.79% | $1,577.7万 | 6.6万股 | $1,378.8万 | 6.6万股 | -96股-0.14% | 减仓 |
 CrowdStrikeCRWD |
| 2.46% | 1.37% | $1,320.2万 | 1.7万股 | $675.4万 | 1.7万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BIL |
| 2.39% | 2.7% | $1,281.6万 | 14.0万股 | $1,335.1万 | 14.6万股 | -5,841股-4.01% | 减仓 |
| PPROLOGIS COMPLD |
| 2.33% | 3.28% | $1,252.7万 | 9.2万股 | $1,618.8万 | 12.2万股 | -3.0万股-24.50% | 减仓 |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 2.16% | — | $1,158.0万 | 47.3万股 | $0 | 0股 | +47.3万股 | 新买入 |
| I景顺交易所交易基金信托RSP |
| 1.81% | 1.75% | $968.6万 | 4.6万股 | $867.0万 | 4.5万股 | +345股+0.76% | 加仓 |
 VertivVRT |
| 1.76% | 2.12% | $942.7万 | 2.8万股 | $1,049.7万 | 4.2万股 | -1.4万股-32.79% | 减仓 |
 台积电TSM |
| 1.66% | 1.22% | $890.2万 | 1.9万股 | $605.4万 | 1.8万股 | +650股+3.61% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.65% | 1.72% | $887.7万 | 1.8万股 | $849.9万 | 1.8万股 | +2股+0.01% | 加仓 |
| IiShares安硕信托DVY |
| 1.53% | 1.63% | $822.8万 | 5.3万股 | $803.2万 | 5.3万股 | -419股-0.79% | 减仓 |
 派克汉尼汾PH |
| 1.43% | 1.42% | $767.5万 | 7,847股 | $702.5万 | 7,847股 | 00.00% | 持仓不变 |
 露露乐蒙LULU |
| 1.4% | 1.62% | $752.8万 | 6.6万股 | $802.4万 | 5.2万股 | +1.4万股+25.80% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.39% | 1.51% | $745.2万 | 13.2万股 | $747.9万 | 13.2万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.34% | 1.21% | $719.4万 | 1.9万股 | $596.2万 | 1.9万股 | -220股-1.14% | 减仓 |
| IiShares安硕信托TIP |
| 1.28% | 1.4% | $684.4万 | 6.3万股 | $690.2万 | 6.3万股 | +5股+0.01% | 加仓 |
| IiShares安硕信托EEM |
| 1.26% | 1.16% | $676.7万 | 9.9万股 | $575.3万 | 10.1万股 | -2,375股-2.34% | 减仓 |
| IiShares安硕EWJ |
| 1.23% | 1.24% | $661.2万 | 7.1万股 | $610.6万 | 7.2万股 | -1,428股-1.97% | 减仓 |
 苹果AAPL |
| 1.17% | 1.11% | $628.7万 | 2.2万股 | $549.5万 | 2.2万股 | +38股+0.18% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.15% | 1.26% | $618.0万 | 7.5万股 | $623.8万 | 7.5万股 | -608股-0.81% | 减仓 |
 阿里巴巴BABA |
| 1.08% | 1.51% | $578.0万 | 6.0万股 | $748.0万 | 6.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.92% | 0.72% | $493.8万 | 8,746股 | $357.0万 | 6,280股 | +2,466股+39.27% | 加仓 |
 ENPHASE ENERGY COMENPH |
| 0.86% | 0.75% | $460.8万 | 9.4万股 | $368.3万 | 9.7万股 | -3,840股-3.94% | 减仓 |
| R力拓BBP |
| 0.86% | 0.9% | $459.6万 | 4.8万股 | $445.1万 | 4.8万股 | 00.00% | 持仓不变 |
 阿默普莱斯AMP |
| 0.83% | 0.87% | $446.1万 | 9,725股 | $432.2万 | 9,725股 | 00.00% | 持仓不变 |
 飞塔FTNT |
| 0.82% | 0.47% | $441.7万 | 2.9万股 | $233.4万 | 2.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.82% | 0.81% | $439.5万 | 6.6万股 | $401.8万 | 6.0万股 | +6,023股+10.04% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.81% | 0.78% | $435.6万 | 8,338股 | $387.0万 | 8,338股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.8% | 0.77% | $429.8万 | 5.6万股 | $378.5万 | 5.6万股 | -308股-0.55% | 减仓 |
 VisaV |
| 0.79% | 0.55% | $426.4万 | 1.2万股 | $273.2万 | 9,081股 | +3,307股+36.42% | 加仓 |
 万事达MA |
| 0.76% | 0.56% | $409.7万 | 7,997股 | $278.5万 | 5,584股 | +2,413股+43.21% | 加仓 |
| Q高通QCOM |
| 0.7% | 0.53% | $377.4万 | 2.0万股 | $259.8万 | 2.0万股 | +141股+0.70% | 加仓 |
 默沙东MRK |
| 0.65% | 0.93% | $351.4万 | 2.7万股 | $458.2万 | 3.8万股 | -1.1万股-28.27% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.59% | 0.48% | $317.5万 | 1.7万股 | $238.8万 | 1.8万股 | -1,308股-7.28% | 减仓 |
 贝莱德·INC COMBLK |
| 0.56% | 0.6% | $300.4万 | 3,075股 | $298.2万 | 3,075股 | 00.00% | 持仓不变 |
| I景顺·S&P 500 EQUAL WEIGHT HEALTH CARE ETFRSPH |
| 0.56% | 0.75% | $299.7万 | 9.0万股 | $372.7万 | 12.3万股 | -3.3万股-26.86% | 减仓 |
 诺和诺德NVO |
| 0.54% | 0.46% | $288.2万 | 6.0万股 | $226.2万 | 6.0万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VDC |
| 0.54% | 0.58% | $288.0万 | 1.3万股 | $286.8万 | 1.3万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.53% | 0.57% | $283.3万 | 1.9万股 | $279.9万 | 1.9万股 | +33股+0.17% | 加仓 |
| IiShares安硕EPP |
| 0.52% | 0.55% | $277.8万 | 5.2万股 | $274.0万 | 5.2万股 | +582股+1.13% | 加仓 |
 帕兰提尔PLTR |
| 0.49% | 0.67% | $265.3万 | 2.3万股 | $332.6万 | 2.3万股 | +8股+0.04% | 加仓 |
| I景顺QQQ信托VOO |
| 0.46% | 0.4% | $249.5万 | 3,388股 | $195.5万 | 3,388股 | 00.00% | 持仓不变 |
