| G通用动力VTI |
| 7.3% | 7.06% | $1.96亿 | 53.1万股 | $1.72亿 | 53.6万股 | -5,296股-0.99% | 减仓 |
| IiShares安硕·COREIJR |
| 6.38% | 5.42% | $1.72亿 | 115.9万股 | $1.32亿 | 106.2万股 | +9.7万股+9.10% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.96% | 2.73% | $7,970.2万 | 111.9万股 | $6,640.8万 | 103.6万股 | +8.2万股+7.94% | 加仓 |
| IiShares黄金信托IAU |
| 2.86% | 3.52% | $7,694.9万 | 101.9万股 | $8,566.1万 | 97.2万股 | +4.7万股+4.88% | 加仓 |
 AMD超威AMD |
| 2.74% | 1.2% | $7,389.4万 | 12.7万股 | $2,934.4万 | 14.4万股 | -1.7万股-11.81% | 减仓 |
 苹果AAPL |
| 2.66% | 2.66% | $7,158.0万 | 24.7万股 | $6,468.0万 | 25.5万股 | -7,486股-2.94% | 减仓 |
 微软MSFT |
| 2.51% | 2.81% | $6,759.5万 | 18.1万股 | $6,831.3万 | 18.5万股 | -3,335股-1.81% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.47% | 2.76% | $6,663.1万 | 84.3万股 | $6,711.3万 | 84.7万股 | -3,529股-0.42% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.37% | 2.65% | $6,369.3万 | 77.6万股 | $6,458.1万 | 78.2万股 | -6,426股-0.82% | 减仓 |
 应用材料AMAT |
| 2.32% | 1.42% | $6,252.9万 | 8.6万股 | $3,448.3万 | 10.1万股 | -1.4万股-14.28% | 减仓 |
 英伟达NVDA |
| 2.32% | 2.28% | $6,250.3万 | 31.2万股 | $5,557.0万 | 31.9万股 | -6,264股-1.97% | 减仓 |
 摩根大通JPM |
| 2% | 2.38% | $5,389.6万 | 16.5万股 | $5,798.3万 | 19.7万股 | -3.2万股-16.47% | 减仓 |
 卡特彼勒CAT |
| 2% | 1.52% | $5,379.2万 | 5.1万股 | $3,707.8万 | 5.2万股 | -1,822股-3.48% | 减仓 |
 谷歌AGOOGL |
| 1.87% | 1.71% | $5,026.1万 | 14.1万股 | $4,163.0万 | 14.5万股 | -4,127股-2.85% | 减仓 |
 PALO ALTOPANW |
| 1.86% | 1.01% | $4,996.5万 | 14.7万股 | $2,468.1万 | 15.4万股 | -7,433股-4.83% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.82% | 1.83% | $4,894.9万 | 20.7万股 | $4,456.9万 | 20.7万股 | -369股-0.18% | 减仓 |
 摩根士丹利MS |
| 1.77% | 1.62% | $4,778.4万 | 22.9万股 | $3,942.9万 | 24.0万股 | -1.1万股-4.59% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.64% | 1.68% | $4,426.3万 | 11.1万股 | $4,086.7万 | 12.8万股 | -1.7万股-13.24% | 减仓 |
 万事达MA |
| 1.62% | 2.24% | $4,372.4万 | 8.5万股 | $5,447.8万 | 10.9万股 | -2.4万股-21.92% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.5% | 1.08% | $4,035.8万 | 25.7万股 | $2,636.7万 | 19.1万股 | +6.7万股+34.93% | 加仓 |
| IiShares安硕信托AGG |
| 1.43% | 1.51% | $3,847.6万 | 38.9万股 | $3,672.8万 | 37.0万股 | +1.9万股+5.07% | 加仓 |
 AMGEN COMAMGN |
| 1.41% | 1.54% | $3,801.8万 | 10.5万股 | $3,758.5万 | 10.7万股 | -1,832股-1.72% | 减仓 |
 飞塔FTNT |
| 1.32% | 0.81% | $3,551.5万 | 23.1万股 | $1,971.7万 | 24.1万股 | -1.0万股-4.18% | 减仓 |
 南方铜业SCCO |
| 1.29% | 0.68% | $3,460.6万 | 19.9万股 | $1,662.3万 | 9.7万股 | +10.2万股+105.56% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.2% | 1.28% | $3,240.0万 | 64.1万股 | $3,125.5万 | 61.8万股 | +2.3万股+3.75% | 加仓 |
 TJXTJX |
| 1.18% | 1.44% | $3,184.1万 | 21.0万股 | $3,512.7万 | 22.0万股 | -9,780股-4.45% | 减仓 |
 ROSS STORES COMROST |
| 1.16% | 1.37% | $3,122.8万 | 14.7万股 | $3,336.1万 | 15.4万股 | -7,285股-4.73% | 减仓 |
| IiShares安硕信托IVV |
| 1.08% | 1.07% | $2,912.6万 | 3.9万股 | $2,611.4万 | 4.0万股 | -1,086股-2.72% | 减仓 |
 IDEXX LABS COMIDXX |
| 1.08% | 1.36% | $2,903.5万 | 5.5万股 | $3,304.5万 | 5.9万股 | -3,657股-6.22% | 减仓 |
 强生JNJ |
| 1.06% | 1.14% | $2,854.6万 | 11.2万股 | $2,783.0万 | 11.4万股 | -1,452股-1.28% | 减仓 |
 福泰制药VRTX |
| 0.98% | 1.03% | $2,651.5万 | 5.3万股 | $2,505.3万 | 5.6万股 | -2,724股-4.86% | 减仓 |
 Arista网络ANET |
| 0.89% | 0.48% | $2,384.8万 | 14.0万股 | $1,176.0万 | 9.6万股 | +4.5万股+46.56% | 加仓 |
 伊顿ETN |
| 0.88% | 0.85% | $2,373.7万 | 5.6万股 | $2,057.9万 | 5.8万股 | -1,831股-3.18% | 减仓 |
 博通AVGO |
| 0.87% | 0.83% | $2,339.8万 | 6.2万股 | $2,028.6万 | 6.6万股 | -3,600股-5.49% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.83% | 0.69% | $2,221.5万 | 37.2万股 | $1,672.3万 | 30.9万股 | +6.3万股+20.29% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.8% | 2.01% | $2,164.6万 | 2.9万股 | $4,886.0万 | 7.5万股 | -4.6万股-61.42% | 减仓 |
 艾伯维ABBV |
| 0.79% | 0.77% | $2,125.7万 | 8.4万股 | $1,872.7万 | 8.6万股 | -1,630股-1.89% | 减仓 |
| V先锋领航指数基金VOO |
| 0.78% | 0.63% | $2,099.0万 | 3.1万股 | $1,527.1万 | 2.6万股 | +5,006股+19.59% | 加仓 |
 礼来LLY |
| 0.76% | 0.68% | $2,058.0万 | 1.7万股 | $1,657.2万 | 1.8万股 | -860股-4.77% | 减仓 |
 BOOKING COMBKNG |
| 0.75% | 0.82% | $2,012.6万 | 11.3万股 | $1,993.6万 | 4,735股 | +10.8万股+2,284.73% | 加仓 |
 思科CSCO |
| 0.72% | 0.65% | $1,949.3万 | 16.6万股 | $1,573.2万 | 20.3万股 | -3.7万股-18.15% | 减仓 |
 GE VernovaGEV |
| 0.72% | 0.6% | $1,931.2万 | 1.6万股 | $1,466.6万 | 1.7万股 | -363股-2.16% | 减仓 |
 台积电TSM |
| 0.69% | 0.56% | $1,846.2万 | 3.9万股 | $1,353.9万 | 4.0万股 | -1,402股-3.50% | 减仓 |
 雪佛龙CVX |
| 0.64% | 0.95% | $1,724.3万 | 10.4万股 | $2,319.8万 | 11.2万股 | -8,098股-7.22% | 减仓 |
 德康医疗DXCM |
| 0.61% | 0.66% | $1,634.4万 | 24.3万股 | $1,616.2万 | 25.7万股 | -1.5万股-5.71% | 减仓 |
 史赛克SYK |
| 0.58% | 0.75% | $1,565.5万 | 5.0万股 | $1,829.4万 | 5.6万股 | -5,951股-10.69% | 减仓 |
 UNITED RENTALSURI |
| 0.54% | 0.38% | $1,459.3万 | 1.3万股 | $922.6万 | 1.3万股 | +217股+1.71% | 加仓 |
 直觉外科ISRG |
| 0.54% | 0.73% | $1,456.5万 | 3.7万股 | $1,775.8万 | 3.9万股 | -1,895股-4.92% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.53% | 0.66% | $1,419.6万 | 11.2万股 | $1,599.4万 | 11.5万股 | -2,394股-2.09% | 减仓 |
| NNVRNVR |
| 0.51% | 0.57% | $1,382.4万 | 2,029股 | $1,397.7万 | 2,121股 | -92股-4.34% | 减仓 |
