| G通用动力VTI |
| 6.29% | 6.94% | $3.28亿 | 88.7万股 | $2.86亿 | 89.1万股 | -4,188股-0.47% | 减仓 |
 英伟达NVDA |
| 3.46% | 3.77% | $1.81亿 | 90.3万股 | $1.55亿 | 89.0万股 | +1.3万股+1.45% | 加仓 |
 苹果AAPL |
| 3.15% | 3.51% | $1.65亿 | 56.9万股 | $1.45亿 | 57.0万股 | -1,456股-0.26% | 减仓 |
| V先锋领航指数基金VOO |
| 2.56% | 2.78% | $1.34亿 | 19.5万股 | $1.15亿 | 19.2万股 | +2,697股+1.41% | 加仓 |
| SSentinelone INC CLASS A CORP COMMONS |
| 2.52% | 2.42% | $1.31亿 | 773.5万股 | $9,970.9万 | 774.1万股 | -6,810股-0.09% | 减仓 |
 LIQUIDIALQDA |
| 2.15% | 1.25% | $1.12亿 | 141.0万股 | $5,159.9万 | 136.7万股 | +4.3万股+3.11% | 加仓 |
 微软MSFT |
| 1.98% | — | $1.04亿 | 27.7万股 | $0 | 0股 | +27.7万股 | 新买入 |
 亚马逊AMZN |
| 1.69% | 1.86% | $8,834.8万 | 37.1万股 | $7,654.9万 | 36.8万股 | +3,129股+0.85% | 加仓 |
 谷歌AGOOGL |
| 1.69% | 1.78% | $8,830.4万 | 24.7万股 | $7,349.9万 | 25.6万股 | -8,501股-3.33% | 减仓 |
 礼来LLY |
| 1.57% | 1.5% | $8,179.0万 | 6.8万股 | $6,163.3万 | 6.7万股 | +1,182股+1.76% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.53% | 1.61% | $7,977.7万 | 22.6万股 | $6,634.2万 | 23.1万股 | -5,480股-2.37% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.46% | 1.67% | $7,635.7万 | 89.3万股 | $6,879.8万 | 89.2万股 | +960股+0.11% | 加仓 |
 台积电TSM |
| 1.19% | 0.96% | $6,187.9万 | 12.9万股 | $3,973.6万 | 11.7万股 | +1.2万股+10.30% | 加仓 |
 EQUITY LIFESTYLE PROPERTIESELS |
| 1.16% | 1.44% | $6,046.3万 | 93.0万股 | $5,914.2万 | 93.9万股 | -9,088股-0.97% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.16% | 1.27% | $6,041.1万 | 208.6万股 | $5,248.0万 | 209.1万股 | -4,817股-0.23% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 1.23% | $5,987.3万 | 8.0万股 | $5,055.5万 | 7.8万股 | +2,440股+3.15% | 加仓 |
 博通AVGO |
| 1.11% | 1.14% | $5,786.5万 | 15.3万股 | $4,693.4万 | 15.2万股 | +1,541股+1.02% | 加仓 |
 美光科技MU |
| 1.04% | 0.35% | $5,404.1万 | 4.7万股 | $1,430.8万 | 4.2万股 | +4,484股+10.59% | 加仓 |
| IiShares安硕信托IWV |
| 0.97% | 1.09% | $5,082.3万 | 11.9万股 | $4,475.1万 | 12.1万股 | -1,535股-1.27% | 减仓 |
| I景顺QQQ信托VOO |
| 0.91% | — | $4,764.5万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.86% | 0.99% | $4,487.4万 | 53.6万股 | $4,086.8万 | 54.4万股 | -8,373股-1.54% | 减仓 |
| IiShares安硕信托ITOT |
| 0.83% | 0.91% | $4,343.2万 | 26.4万股 | $3,766.8万 | 26.4万股 | -72股-0.03% | 减仓 |
 特斯拉TSLA |
| 0.81% | 0.84% | $4,243.1万 | 10.1万股 | $3,447.8万 | 9.3万股 | +8,137股+8.77% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.78% | — | $4,069.6万 | 57.1万股 | $0 | 0股 | +57.1万股 | 新买入 |
 Meta平台META |
| 0.77% | 1.26% | $4,025.3万 | 7.1万股 | $5,193.3万 | 9.1万股 | -1.9万股-21.27% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.69% | 0.82% | $3,611.0万 | 7.2万股 | $3,358.9万 | 7.0万股 | +2,069股+2.95% | 加仓 |
 摩根大通JPM |
| 0.65% | 0.71% | $3,414.7万 | 10.4万股 | $2,931.5万 | 10.0万股 | +4,664股+4.68% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.59% | 0.68% | $3,059.5万 | 51.3万股 | $2,790.4万 | 51.6万股 | -3,671股-0.71% | 减仓 |
 QUANTA SVCSPWR |
| 0.57% | — | $2,981.6万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 GE航空GE |
| 0.54% | 0.51% | $2,815.8万 | 7.5万股 | $2,103.3万 | 7.4万股 | +1,351股+1.83% | 加仓 |
 高盛GS |
| 0.52% | 0.53% | $2,690.0万 | 2.7万股 | $2,189.2万 | 2.6万股 | +720股+2.78% | 加仓 |
 GE VernovaGEV |
| 0.51% | 0.49% | $2,650.9万 | 2.3万股 | $2,032.1万 | 2.3万股 | -713股-3.06% | 减仓 |
 泛林集团LRCX |
| 0.5% | 0.33% | $2,633.0万 | 6.1万股 | $1,344.4万 | 6.3万股 | -2,121股-3.38% | 减仓 |
 AMD超威AMD |
| 0.49% | 0.2% | $2,564.4万 | 4.4万股 | $840.1万 | 4.1万股 | +2,849股+6.90% | 加仓 |
 VisaV |
| 0.49% | 0.54% | $2,561.4万 | 7.5万股 | $2,213.5万 | 7.3万股 | +1,421股+1.94% | 加仓 |
 西部数据WDC |
| 0.46% | 0.26% | $2,388.3万 | 3.7万股 | $1,070.6万 | 4.0万股 | -2,188股-5.53% | 减仓 |
 帕兰提尔PLTR |
| 0.45% | 0.72% | $2,328.7万 | 20.0万股 | $2,948.7万 | 20.2万股 | -1,979股-0.98% | 减仓 |
 强生JNJ |
| 0.44% | 0.53% | $2,270.6万 | 8.9万股 | $2,184.5万 | 8.9万股 | +36股+0.04% | 加仓 |
| IiShares安硕信托IEFA |
| 0.42% | 0.41% | $2,193.1万 | 22.7万股 | $1,671.3万 | 18.5万股 | +4.2万股+23.00% | 加仓 |
 希捷STX |
| 0.41% | 0.22% | $2,129.8万 | 2.2万股 | $886.8万 | 2.3万股 | -537股-2.38% | 减仓 |
| V先锋领航指数基金VUG |
| 0.39% | 0.38% | $2,012.0万 | 23.4万股 | $1,553.1万 | 3.6万股 | +19.8万股+556.99% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.38% | — | $1,982.7万 | 19.1万股 | $0 | 0股 | +19.1万股 | 新买入 |
| V先锋领航·MIDVO |
| 0.37% | 0.41% | $1,942.2万 | 24.1万股 | $1,709.0万 | 6.0万股 | +18.2万股+305.08% | 加仓 |
 卡特彼勒CAT |
| 0.37% | 0.33% | $1,938.8万 | 1.8万股 | $1,342.8万 | 1.9万股 | -747股-3.94% | 减仓 |
| IiShares安硕信托IVV |
| 0.36% | 0.36% | $1,893.7万 | 2.5万股 | $1,500.5万 | 2.3万股 | +2,317股+10.09% | 加仓 |
 AMGEN COMAMGN |
| 0.36% | 0.45% | $1,866.9万 | 5.2万股 | $1,839.4万 | 5.2万股 | -726股-1.39% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.35% | 0.37% | $1,850.6万 | 14.0万股 | $1,525.7万 | 13.6万股 | +4,046股+2.98% | 加仓 |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 0.35% | 0.65% | $1,824.0万 | 60.1万股 | $2,665.3万 | 60.0万股 | +1,318股+0.22% | 加仓 |
 思科CSCO |
| 0.35% | 0.32% | $1,823.2万 | 15.5万股 | $1,316.4万 | 17.0万股 | -1.4万股-8.51% | 减仓 |
 埃克森美孚XOM |
| 0.35% | 0.55% | $1,810.5万 | 13.2万股 | $2,265.2万 | 13.4万股 | -1,091股-0.82% | 减仓 |
