 苹果AAPL |
| 4.33% | 4.21% | $2,150.8万 | 7.4万股 | $1,891.2万 | 7.5万股 | -192股-0.26% | 减仓 |
 英伟达NVDA |
| 3.42% | 3.29% | $1,698.7万 | 8.5万股 | $1,476.9万 | 8.5万股 | +218股+0.26% | 加仓 |
 谷歌AGOOGL |
| 3.3% | 2.56% | $1,638.9万 | 4.6万股 | $1,149.9万 | 4.0万股 | +5,874股+14.69% | 加仓 |
 亚马逊AMZN |
| 3.27% | 3.16% | $1,623.7万 | 6.8万股 | $1,419.3万 | 6.8万股 | -22股-0.03% | 减仓 |
 微软MSFT |
| 3.12% | 3.35% | $1,549.9万 | 4.2万股 | $1,506.9万 | 4.1万股 | +842股+2.07% | 加仓 |
 AMD超威AMD |
| 1.97% | 1.13% | $976.8万 | 1.7万股 | $506.3万 | 2.5万股 | -8,074股-32.44% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.88% | 1.99% | $932.3万 | 18.6万股 | $895.0万 | 17.9万股 | +6,433股+3.59% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.79% | 2.24% | $888.9万 | 17.7万股 | $1,005.6万 | 20.0万股 | -2.3万股-11.62% | 减仓 |
 应用材料AMAT |
| 1.78% | 1.16% | $881.4万 | 1.2万股 | $523.0万 | 1.5万股 | -3,109股-20.32% | 减仓 |
| IiShares安硕信托LQD |
| 1.77% | 1.82% | $879.4万 | 8.1万股 | $818.5万 | 7.5万股 | +5,530股+7.36% | 加仓 |
| SSPDR黄金信托GLD |
| 1.72% | 2.58% | $854.7万 | 2.3万股 | $1,159.5万 | 2.7万股 | -3,746股-13.90% | 减仓 |
 博通AVGO |
| 1.65% | 1.73% | $821.3万 | 2.2万股 | $778.0万 | 2.5万股 | -3,395股-13.51% | 减仓 |
 PALO ALTOPANW |
| 1.51% | 0.83% | $748.0万 | 2.2万股 | $373.5万 | 2.3万股 | -1,365股-5.86% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.46% | 1.36% | $722.6万 | 2.4万股 | $610.6万 | 2.5万股 | -573股-2.33% | 减仓 |
 Meta平台META |
| 1.41% | 1.56% | $702.2万 | 1.2万股 | $698.6万 | 1.2万股 | +255股+2.09% | 加仓 |
| S道富SPYM |
| 1.41% | 1.06% | $697.5万 | 7.9万股 | $474.5万 | 6.2万股 | +1.7万股+28.01% | 加仓 |
 GE VernovaGEV |
| 1.36% | 0.9% | $673.8万 | 5,735股 | $406.4万 | 4,656股 | +1,079股+23.17% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 1.36% | 1.83% | $673.7万 | 13.5万股 | $821.3万 | 16.5万股 | -3.0万股-17.96% | 减仓 |
| HHarbor Etf Trust Commodity All-Weather StrategyHGER |
| 1.25% | 1.47% | $619.3万 | 21.1万股 | $658.2万 | 21.2万股 | -1,196股-0.56% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.2% | 1.26% | $594.5万 | 3.7万股 | $566.1万 | 3.9万股 | -1,142股-2.96% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.07% | 0.94% | $529.7万 | 5.1万股 | $420.7万 | 4.3万股 | +7,680股+17.73% | 加仓 |
 摩根大通JPM |
| 0.97% | 0.97% | $480.7万 | 1.5万股 | $436.8万 | 1.5万股 | -163股-1.10% | 减仓 |
| IiShares安硕信托EEM |
| 0.94% | 0.65% | $465.0万 | 6.8万股 | $292.6万 | 5.2万股 | +1.6万股+31.93% | 加仓 |
 好市多COST |
| 0.92% | 1.07% | $456.2万 | 4,876股 | $481.7万 | 4,834股 | +42股+0.87% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.9% | 0.98% | $446.2万 | 8,917股 | $438.4万 | 9,149股 | -232股-2.54% | 减仓 |
 VisaV |
| 0.88% | 0.85% | $434.4万 | 1.3万股 | $380.2万 | 1.3万股 | +83股+0.66% | 加仓 |
 NETFLIXNFLX |
| 0.85% | 1.2% | $421.0万 | 5.9万股 | $539.3万 | 5.6万股 | +2,875股+5.13% | 加仓 |
| IiShares安硕信托HYG |
| 0.85% | 0.5% | $419.7万 | 5.2万股 | $224.2万 | 2.8万股 | +2.4万股+86.25% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.85% | 0.86% | $419.5万 | 5.1万股 | $385.3万 | 4.8万股 | +2,372股+4.90% | 加仓 |
 默沙东MRK |
| 0.84% | 0.88% | $416.8万 | 3.2万股 | $395.6万 | 3.3万股 | -448股-1.36% | 减仓 |
 礼来LLY |
| 0.8% | 0.68% | $397.4万 | 3,314股 | $303.8万 | 3,303股 | +11股+0.33% | 加仓 |
 雪佛龙CVX |
| 0.8% | 1.09% | $395.6万 | 2.4万股 | $491.5万 | 2.4万股 | +113股+0.48% | 加仓 |
 Arista网络ANET |
| 0.77% | 0.76% | $380.8万 | 2.2万股 | $339.4万 | 2.8万股 | -5,231股-18.92% | 减仓 |
 科磊KLAC |
| 0.77% | 0.43% | $380.3万 | 1.3万股 | $192.5万 | 1,307股 | +1.1万股+864.42% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.77% | 0.77% | $379.8万 | 3.4万股 | $344.5万 | 3.5万股 | -1,000股-2.82% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.76% | 0.33% | $379.0万 | 8,785股 | $148.6万 | 9,054股 | -269股-2.97% | 减仓 |
 阿斯麦ASML |
| 0.75% | 0.57% | $372.9万 | 1,874股 | $256.5万 | 1,942股 | -68股-3.50% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.75% | 0.62% | $371.3万 | 9,893股 | $277.7万 | 9,993股 | -100股-1.00% | 减仓 |
 万事达MA |
| 0.75% | 0.76% | $370.2万 | 7,208股 | $343.5万 | 6,874股 | +334股+4.86% | 加仓 |
 泛林集团LRCX |
| 0.73% | 0.41% | $364.0万 | 8,400股 | $182.1万 | 8,522股 | -122股-1.43% | 减仓 |
 强生JNJ |
| 0.7% | 0.35% | $349.3万 | 1.4万股 | $158.7万 | 6,494股 | +7,261股+111.81% | 加仓 |
 派克汉尼汾PH |
| 0.69% | 0.34% | $342.5万 | 3,501股 | $150.9万 | 1,686股 | +1,815股+107.65% | 加仓 |
 沃尔玛WMT |
| 0.67% | 0.82% | $334.3万 | 3.0万股 | $369.2万 | 3.0万股 | -193股-0.65% | 减仓 |
 美国运通AXP |
| 0.66% | 0.63% | $325.7万 | 9,628股 | $284.0万 | 9,388股 | +240股+2.56% | 加仓 |
| IiShares安硕信托AGG |
| 0.63% | 0.63% | $312.7万 | 3.2万股 | $283.4万 | 2.9万股 | +3,048股+10.68% | 加仓 |
 CrowdStrikeCRWD |
| 0.62% | 0.35% | $308.1万 | 4,037股 | $158.5万 | 4,059股 | -22股-0.54% | 减仓 |
 摩根士丹利MS |
| 0.6% | 0.54% | $296.4万 | 1.4万股 | $241.1万 | 1.5万股 | -471股-3.22% | 减仓 |
 艾伯维ABBV |
| 0.58% | 0.59% | $285.4万 | 1.1万股 | $266.7万 | 1.2万股 | -920股-7.50% | 减仓 |
| BBANK OF AMERBAC |
| 0.55% | 0.53% | $273.7万 | 4.8万股 | $238.7万 | 4.9万股 | -934股-1.91% | 减仓 |
| T赛默飞世尔TMO |
| 0.53% | 0.58% | $264.5万 | 5,275股 | $262.1万 | 5,332股 | -57股-1.07% | 减仓 |
