| V先锋领航指数基金VUG |
| 29.68% | 30.47% | $1.72亿 | 199.4万股 | $1.42亿 | 32.4万股 | +167.0万股+515.40% | 加仓 |
| IiShares安硕信托IVV |
| 26.62% | 28.4% | $1.54亿 | 20.6万股 | $1.32亿 | 20.1万股 | +5,012股+2.50% | 加仓 |
 VanEck ETF信托SMH |
| 10.52% | 7.54% | $6,086.5万 | 9.3万股 | $3,499.7万 | 9.1万股 | +1,516股+1.66% | 加仓 |
| SSPDR行业精选信托XLK |
| 6.48% | 5.36% | $3,747.3万 | 19.7万股 | $2,489.4万 | 18.7万股 | +9,377股+5.01% | 加仓 |
| SSPDR行业精选信托XLF |
| 3.8% | 4.15% | $2,197.5万 | 41.0万股 | $1,928.1万 | 39.1万股 | +1.9万股+4.96% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 3.46% | 4.3% | $2,000.9万 | 35.4万股 | $1,997.1万 | 36.5万股 | -1.0万股-2.82% | 减仓 |
| I景顺QQQ信托VOO |
| 2.66% | 3.07% | $1,539.7万 | 2.1万股 | $1,426.7万 | 2.5万股 | -3,809股-15.41% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.81% | 2.26% | $1,049.4万 | 20.6万股 | $1,048.6万 | 23.2万股 | -2.6万股-11.37% | 减仓 |
| IiShares安硕信托TLT |
| 1.23% | 1.53% | $712.4万 | 8.2万股 | $709.7万 | 8.5万股 | -2,198股-2.60% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 1.23% | 1.53% | $709.5万 | 7.5万股 | $710.2万 | 7.7万股 | -2,182股-2.83% | 减仓 |
 美光科技MU |
| 1.15% | 0.4% | $662.7万 | 5,741股 | $187.8万 | 5,558股 | +183股+3.29% | 加仓 |
 AMD超威AMD |
| 1.1% | 0.45% | $637.2万 | 1.1万股 | $211.1万 | 1.0万股 | +592股+5.70% | 加仓 |
 天弘CLS |
| 1.02% | 0.97% | $592.8万 | 1.6万股 | $448.5万 | 1.6万股 | +330股+2.07% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.88% | 1.1% | $511.2万 | 6.5万股 | $511.0万 | 6.4万股 | +219股+0.34% | 加仓 |
 谷歌AGOOGL |
| 0.73% | 0.69% | $420.0万 | 1.2万股 | $321.7万 | 1.1万股 | +658股+5.93% | 加仓 |
 相干公司COHR |
| 0.66% | 0.47% | $380.0万 | 9,632股 | $219.7万 | 9,225股 | +407股+4.41% | 加仓 |
 英伟达NVDA |
| 0.64% | 0.67% | $368.2万 | 1.8万股 | $309.0万 | 1.7万股 | +1,791股+10.78% | 加仓 |
 摩根大通JPM |
| 0.62% | 0.63% | $356.6万 | 1.1万股 | $291.9万 | 9,922股 | +973股+9.81% | 加仓 |
 CienaCIEN |
| 0.6% | 0.57% | $347.6万 | 7,085股 | $265.1万 | 6,828股 | +257股+3.76% | 加仓 |
 亚马逊AMZN |
| 0.48% | 0.5% | $279.5万 | 1.2万股 | $233.4万 | 1.1万股 | +518股+4.62% | 加仓 |
 高盛GS |
| 0.44% | 0.41% | $256.7万 | 2,538股 | $189.1万 | 2,235股 | +303股+13.56% | 加仓 |
 特斯拉TSLA |
| 0.43% | 0.44% | $250.3万 | 5,951股 | $203.6万 | 5,477股 | +474股+8.65% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.42% | 0.47% | $241.9万 | 4,835股 | $220.4万 | 4,600股 | +235股+5.11% | 加仓 |
 L3哈里斯LHX |
| 0.42% | 0.59% | $241.6万 | 8,313股 | $273.5万 | 7,788股 | +525股+6.74% | 加仓 |
 微软MSFT |
| 0.4% | 0.42% | $229.1万 | 6,141股 | $195.6万 | 5,285股 | +856股+16.20% | 加仓 |
 好事达ALL |
| 0.38% | 0.38% | $221.8万 | 9,321股 | $178.1万 | 8,590股 | +731股+8.51% | 加仓 |
 Meta平台META |
| 0.38% | 0.42% | $220.4万 | 3,913股 | $194.2万 | 3,394股 | +519股+15.29% | 加仓 |
 因赛特INCY |
| 0.35% | — | $204.1万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 赛富时CRM |
| 0.31% | — | $182.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.31% | 0.35% | $178.0万 | 2,592股 | $161.6万 | 2,704股 | -112股-4.14% | 减仓 |
| B巴里克黄金GOLD |
| 0.28% | 0.36% | $162.2万 | 4.4万股 | $164.9万 | 4.0万股 | +3,733股+9.23% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.15% | 0.16% | $89.0万 | 1,192股 | $75.2万 | 1,157股 | +35股+3.03% | 加仓 |
| V先锋领航指数基金VV |
| 0.13% | 0.14% | $72.9万 | 2,119股 | $64.5万 | 2,159股 | -40股-1.85% | 减仓 |
 苹果AAPL |
| 0.08% | 0.08% | $45.8万 | 1,582股 | $34.9万 | 1,376股 | +206股+14.97% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.06% | 0.07% | $36.8万 | 2,330股 | $34.5万 | 2,330股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.05% | — | $29.1万 | 609股 | $0 | 0股 | +609股 | 新买入 |
| G通用动力VTI |
| 0.04% | 0.04% | $23.3万 | 630股 | $20.2万 | 630股 | 00.00% | 持仓不变 |
