| SSPDR道富系列信托BIL |
| 8.55% | 9.46% | $3,493.2万 | 38.1万股 | $3,681.0万 | 40.2万股 | -2.1万股-5.10% | 减仓 |
 Guardant HealthGH |
| 8.49% | 5.46% | $3,465.9万 | 23.1万股 | $2,125.5万 | 23.0万股 | +912股+0.40% | 加仓 |
| SSPDR黄金信托GLD |
| 7.3% | 9.3% | $2,980.1万 | 8.1万股 | $3,620.6万 | 8.4万股 | -3,246股-3.86% | 减仓 |
 特斯拉TSLA |
| 5.24% | 4.24% | $2,140.0万 | 5.1万股 | $1,649.5万 | 4.4万股 | +6,507股+14.66% | 加仓 |
 谷歌AGOOGL |
| 4.13% | 3.91% | $1,684.9万 | 4.7万股 | $1,522.2万 | 5.3万股 | -5,787股-10.93% | 减仓 |
 MP MATERIALSMP |
| 3.81% | 1.68% | $1,556.4万 | 27.8万股 | $652.1万 | 13.5万股 | +14.3万股+105.65% | 加仓 |
 ILLUMINAILMN |
| 3.58% | 2.62% | $1,461.7万 | 8.3万股 | $1,020.5万 | 8.3万股 | +337股+0.41% | 加仓 |
 Targa资源TRGP |
| 3.48% | 3.42% | $1,421.6万 | 5.3万股 | $1,332.5万 | 5.3万股 | -130股-0.24% | 减仓 |
 AIRBNB COM CL AABNB |
| 3.27% | 3.04% | $1,334.4万 | 9.3万股 | $1,182.5万 | 9.4万股 | -388股-0.41% | 减仓 |
 Ionis制药IONS |
| 3.12% | 3.07% | $1,274.1万 | 16.1万股 | $1,197.0万 | 15.9万股 | +1,282股+0.80% | 加仓 |
 NETFLIXNFLX |
| 2.91% | 3.83% | $1,188.1万 | 16.6万股 | $1,492.1万 | 15.5万股 | +1.1万股+7.23% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 2.89% | 3.05% | $1,179.0万 | 12.5万股 | $1,189.2万 | 12.5万股 | +61股+0.05% | 加仓 |
| IiShares安硕信托TLT |
| 2.58% | 2.73% | $1,052.9万 | 12.2万股 | $1,062.0万 | 12.3万股 | -670股-0.55% | 减仓 |
| FFORTUNA MNGFSM |
| 2.43% | 1.65% | $991.0万 | 117.3万股 | $644.2万 | 64.9万股 | +52.4万股+80.78% | 加仓 |
 SYSCO COMSYY |
| 2.34% | 2.1% | $956.3万 | 11.4万股 | $818.0万 | 11.5万股 | -265股-0.23% | 减仓 |
 WELLS FARGO NEWWFC |
| 2.2% | 2.26% | $899.8万 | 10.9万股 | $881.5万 | 11.1万股 | -1,845股-1.67% | 减仓 |
 斯伦贝谢SLB |
| 2.11% | 2.45% | $861.1万 | 18.5万股 | $953.6万 | 18.6万股 | -351股-0.19% | 减仓 |
 ADOBE COMADBE |
| 2.03% | 2.51% | $827.4万 | 4.0万股 | $978.4万 | 4.0万股 | +107股+0.27% | 加仓 |
 Meta平台META |
| 2% | 2.14% | $818.5万 | 1.5万股 | $833.3万 | 1.5万股 | -35股-0.24% | 减仓 |
 BlockXYZ |
| 1.96% | 1.62% | $799.6万 | 10.5万股 | $631.8万 | 10.5万股 | +214股+0.20% | 加仓 |
 甲骨文ORCL |
| 1.74% | — | $711.6万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.68% | 1.45% | $687.5万 | 7.8万股 | $564.8万 | 1.5万股 | +6.3万股+408.78% | 加仓 |
 BUNGE GLOBALBG |
| 1.53% | 2.53% | $625.9万 | 5.9万股 | $984.7万 | 7.7万股 | -1.9万股-24.24% | 减仓 |
 康宁GLW |
| 1.48% | 1.36% | $604.1万 | 2.4万股 | $528.0万 | 3.9万股 | -1.5万股-39.10% | 减仓 |
 雅保ALB |
| 1.47% | 2.18% | $601.2万 | 4.5万股 | $847.4万 | 4.7万股 | -2,678股-5.67% | 减仓 |
 美敦力MDT |
| 1.38% | 1.62% | $562.6万 | 7.2万股 | $629.0万 | 7.3万股 | -665股-0.92% | 减仓 |
 NUTRIENNTR |
| 1.24% | 1.56% | $508.1万 | 8.1万股 | $607.1万 | 8.1万股 | +6股+0.01% | 加仓 |
 迪士尼DIS |
| 1.18% | 1.26% | $481.2万 | 5.0万股 | $491.1万 | 5.1万股 | -962股-1.89% | 减仓 |
 美盛MOS |
| 1.07% | 1.2% | $436.7万 | 20.6万股 | $467.7万 | 18.3万股 | +2.3万股+12.35% | 加仓 |
 苹果AAPL |
| 1.06% | 1.06% | $431.8万 | 1.5万股 | $413.5万 | 1.6万股 | -1,371股-8.41% | 减仓 |
 再生元REGN |
| 1.06% | 1.38% | $431.0万 | 6,912股 | $537.8万 | 6,961股 | -49股-0.70% | 减仓 |
 微软MSFT |
| 1.05% | 1.09% | $427.8万 | 1.1万股 | $423.8万 | 1.1万股 | +19股+0.17% | 加仓 |
| IiShares白银信托SLV |
| 0.93% | 1.25% | $380.6万 | 7.1万股 | $485.3万 | 7.1万股 | -36股-0.05% | 减仓 |
 可口可乐KO |
| 0.92% | 0.91% | $376.7万 | 4.6万股 | $354.4万 | 4.7万股 | -250股-0.54% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.82% | 0.78% | $336.2万 | 3.9万股 | $303.2万 | 3.9万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.65% | 1.78% | $266.3万 | 8,506股 | $694.8万 | 2.0万股 | -1.1万股-56.40% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.37% | $250.2万 | 5,000股 | $145.0万 | 3,025股 | +1,975股+65.29% | 加仓 |
| AAT&TT |
| 0.54% | 0.86% | $219.9万 | 10.6万股 | $333.2万 | 11.5万股 | -8,720股-7.59% | 减仓 |
 星巴克SBUX |
| 0.49% | 0.45% | $198.2万 | 1.9万股 | $177.0万 | 2.0万股 | -360股-1.82% | 减仓 |
 耐克NKE |
| 0.48% | 0.65% | $195.5万 | 4.8万股 | $252.6万 | 4.8万股 | -196股-0.41% | 减仓 |
 CG ONCOLOGYCGON |
| 0.43% | 0.43% | $177.6万 | 2.5万股 | $169.2万 | 2.5万股 | 00.00% | 持仓不变 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.41% | 0.57% | $169.3万 | 9.0万股 | $221.7万 | 9.1万股 | -1,200股-1.32% | 减仓 |
 露露乐蒙LULU |
| 0.34% | 0.48% | $138.8万 | 1.2万股 | $187.0万 | 1.2万股 | -60股-0.49% | 减仓 |
 LOWES COS COMLOW |
| 0.25% | 0.28% | $103.4万 | 4,689股 | $110.8万 | 4,689股 | 00.00% | 持仓不变 |
 Pdd Holdings Inc ADRPDD |
| 0.2% | 0.31% | $81.9万 | 1.1万股 | $118.8万 | 1.2万股 | -892股-7.67% | 减仓 |
| B纽约梅隆银行BK |
| 0.18% | 0.15% | $72.3万 | 5,000股 | $59.3万 | 5,000股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.16% | 0.15% | $66.4万 | 2,787股 | $58.0万 | 2,787股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.15% | 0.16% | $63.3万 | 4,316股 | $62.3万 | 4,316股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.15% | 0.18% | $63.1万 | 5,573股 | $69.3万 | 5,573股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.14% | 0.21% | $58.1万 | 2,150股 | $82.4万 | 2,650股 | -500股-18.87% | 减仓 |
