| V先锋领航白厅基金VYM |
| 11.21% | 2.55% | $7,881.7万 | 49.9万股 | $1,435.1万 | 9.7万股 | +40.2万股+414.26% | 加仓 |
 英伟达NVDA |
| 9.73% | 10.85% | $6,842.8万 | 34.2万股 | $6,103.8万 | 34.5万股 | -3,403股-0.99% | 减仓 |
 苹果AAPL |
| 7.26% | 7.56% | $5,107.8万 | 17.7万股 | $4,251.5万 | 16.6万股 | +1.0万股+6.13% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 6.5% | 6.37% | $4,572.1万 | 15.1万股 | $3,585.3万 | 14.9万股 | +1,876股+1.26% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 6.19% | 6.54% | $4,356.0万 | 12.3万股 | $3,677.2万 | 12.5万股 | -1,408股-1.13% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 5.24% | 5.89% | $3,681.8万 | 7.4万股 | $3,314.9万 | 6.9万股 | +4,305股+6.21% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.8% | 5.3% | $3,375.9万 | 4.5万股 | $2,980.8万 | 4.6万股 | -298股-0.65% | 减仓 |
 亚马逊AMZN |
| 4.39% | 4.9% | $3,084.6万 | 12.9万股 | $2,755.4万 | 13.1万股 | -1,460股-1.12% | 减仓 |
 礼来LLY |
| 3.76% | 3.76% | $2,647.1万 | 2.2万股 | $2,115.8万 | 2.2万股 | -96股-0.43% | 减仓 |
 DANAHER DEL COMDHR |
| 3.25% | 4.54% | $2,286.4万 | 12.0万股 | $2,552.2万 | 13.4万股 | -1.4万股-10.27% | 减仓 |
 微软MSFT |
| 3.08% | 3.7% | $2,164.2万 | 5.8万股 | $2,082.8万 | 5.6万股 | +1,631股+2.89% | 加仓 |
 好市多COST |
| 2.18% | 2.9% | $1,531.3万 | 1.6万股 | $1,628.7万 | 1.6万股 | +26股+0.16% | 加仓 |
 CrowdStrikeCRWD |
| 2.14% | 1.34% | $1,502.3万 | 2.0万股 | $755.2万 | 1.9万股 | +486股+2.53% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.6% | 2.04% | $1,123.3万 | 15股 | $1,146.0万 | 16股 | -1股-6.25% | 减仓 |
 贝莱德·INC COMBLK |
| 1.49% | 1.85% | $1,045.8万 | 1.1万股 | $1,040.5万 | 1.1万股 | +8股+0.07% | 加仓 |
 迈威尔MRVL |
| 1.38% | 0.63% | $970.6万 | 3.3万股 | $352.6万 | 3.3万股 | -460股-1.39% | 减仓 |
 NETFLIXNFLX |
| 1.23% | 2.07% | $866.7万 | 12.1万股 | $1,166.4万 | 12.2万股 | -680股-0.56% | 减仓 |
| I景顺QQQ信托VOO |
| 1.08% | 1.07% | $757.3万 | 1.0万股 | $600.9万 | 1.0万股 | -1股-0.01% | 减仓 |
 雷神技术RTX |
| 1.07% | 1.34% | $750.2万 | 4.0万股 | $752.5万 | 3.9万股 | +894股+2.31% | 加仓 |
 PROGRESSIVEPGR |
| 1.03% | 1.13% | $725.0万 | 3.3万股 | $636.3万 | 3.3万股 | +280股+0.85% | 加仓 |
 Meta平台META |
| 0.89% | 1.14% | $627.3万 | 1.1万股 | $643.6万 | 1.1万股 | +25股+0.22% | 加仓 |
| V先锋领航指数基金VOO |
| 0.86% | 0.93% | $601.9万 | 8,763股 | $521.7万 | 8,662股 | +101股+1.17% | 加仓 |
 台积电TSM |
| 0.77% | 0.64% | $540.2万 | 1.1万股 | $360.0万 | 1.1万股 | +770股+7.30% | 加仓 |
 PALO ALTOPANW |
| 0.74% | 0.45% | $523.2万 | 1.5万股 | $254.6万 | 1.6万股 | -502股-3.17% | 减仓 |
 ShopifySHOP |
| 0.7% | 0.92% | $491.0万 | 4.3万股 | $519.9万 | 4.4万股 | -860股-1.96% | 减仓 |
 阿斯麦ASML |
| 0.69% | 0.5% | $486.2万 | 2,444股 | $283.0万 | 2,081股 | +363股+17.44% | 加仓 |
 家得宝HD |
| 0.61% | 0.77% | $429.5万 | 1.2万股 | $430.5万 | 1.3万股 | -884股-6.77% | 减仓 |
 GE航空GE |
| 0.54% | 0.46% | $379.0万 | 1.0万股 | $259.2万 | 8,855股 | +1,285股+14.51% | 加仓 |
 直觉外科ISRG |
| 0.54% | 0.82% | $377.1万 | 9,483股 | $461.9万 | 9,946股 | -463股-4.66% | 减仓 |
 VERALTO COM SHSVLTO |
| 0.46% | 0.64% | $326.0万 | 3.7万股 | $358.5万 | 4.1万股 | -3,947股-9.70% | 减仓 |
 伊顿ETN |
| 0.46% | 0.49% | $324.1万 | 7,607股 | $272.9万 | 7,466股 | +141股+1.89% | 加仓 |
| T赛默飞世尔TMO |
| 0.45% | 0.58% | $315.9万 | 6,300股 | $327.8万 | 6,628股 | -328股-4.95% | 减仓 |
| PProShares信托NOBL |
| 0.44% | 0.5% | $306.4万 | 5.5万股 | $283.2万 | 2.7万股 | +2.8万股+104.11% | 加仓 |
 EquinixEQIX |
| 0.43% | 0.51% | $305.3万 | 2,929股 | $288.0万 | 2,892股 | +37股+1.28% | 加仓 |
 谷歌AGOOGL |
| 0.43% | 0.46% | $299.3万 | 8,376股 | $258.6万 | 8,696股 | -320股-3.68% | 减仓 |
 iShares安硕·MBSACGL |
| 0.42% | 0.53% | $294.1万 | 3.0万股 | $298.6万 | 3.1万股 | -975股-3.12% | 减仓 |
 VertivVRT |
| 0.41% | 0.35% | $291.0万 | 8,691股 | $197.3万 | 7,605股 | +1,086股+14.28% | 加仓 |
 VisaV |
| 0.41% | 0.47% | $288.0万 | 8,393股 | $262.5万 | 8,793股 | -400股-4.55% | 减仓 |
 沃尔玛WMT |
| 0.39% | 0.49% | $275.6万 | 2.4万股 | $273.5万 | 2.2万股 | +2,400股+10.94% | 加仓 |
 强生JNJ |
| 0.38% | 0.39% | $270.1万 | 1.1万股 | $219.7万 | 9,000股 | +1,636股+18.18% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.38% | 0.5% | $268.4万 | 1.2万股 | $279.9万 | 1.3万股 | -1,248股-9.65% | 减仓 |
 万事达MA |
| 0.35% | 0.42% | $244.1万 | 4,752股 | $233.6万 | 4,752股 | 00.00% | 持仓不变 |
| FFIRST TRUST WATER ETFFIW |
| 0.35% | 0.42% | $243.9万 | 2.2万股 | $234.8万 | 2.3万股 | -283股-1.25% | 减仓 |
 VeevaVEEV |
| 0.34% | 0.47% | $241.4万 | 1.4万股 | $266.3万 | 1.5万股 | -1,815股-11.77% | 减仓 |
 帕兰提尔PLTR |
| 0.33% | 0.53% | $233.7万 | 2.0万股 | $298.6万 | 2.0万股 | -349股-1.71% | 减仓 |
 GE VernovaGEV |
| 0.3% | 0.26% | $213.1万 | 1,814股 | $148.0万 | 1,654股 | +160股+9.67% | 加仓 |
 博通AVGO |
| 0.29% | 0.3% | $207.2万 | 5,486股 | $167.0万 | 5,326股 | +160股+3.00% | 加仓 |
 艾伯维ABBV |
| 0.27% | 0.29% | $188.0万 | 7,470股 | $160.6万 | 7,470股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.26% | 0.26% | $183.0万 | 6,508股 | $145.8万 | 5,995股 | +513股+8.56% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.25% | 0.25% | $177.3万 | 3,163股 | $142.6万 | 3,366股 | -203股-6.03% | 减仓 |
