| SSPDR标普500 ETFSPY |
| 8.96% | 9.36% | $9.21亿 | 123.3万股 | $8.02亿 | 123.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 5.97% | 3.64% | $6.13亿 | 81.9万股 | $3.12亿 | 47.7万股 | +34.2万股+71.65% | 加仓 |
| V先锋领航指数基金VOO |
| 4.9% | 5.11% | $5.03亿 | 73.3万股 | $4.38亿 | 73.3万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 3.76% | 3.18% | $3.87亿 | 104.5万股 | $2.73亿 | 85.1万股 | +19.5万股+22.87% | 加仓 |
| IiShares安硕信托ITOT |
| 3.59% | 3.73% | $3.69亿 | 224.7万股 | $3.20亿 | 224.7万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 3.57% | 3.71% | $3.67亿 | 183.2万股 | $3.18亿 | 182.1万股 | +1.1万股+0.60% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 3.22% | 3.36% | $3.31亿 | 245.9万股 | $2.88亿 | 245.9万股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.18% | 2.28% | $3.27亿 | 108.0万股 | $1.96亿 | 82.3万股 | +25.7万股+31.23% | 加仓 |
 苹果AAPL |
| 3.09% | 3.22% | $3.17亿 | 109.7万股 | $2.76亿 | 108.7万股 | +1.0万股+0.96% | 加仓 |
| S道富SPYM |
| 3% | 3.14% | $3.09亿 | 351.1万股 | $2.69亿 | 351.1万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 2.92% | 3.05% | $3.00亿 | 1,018.0万股 | $2.61亿 | 1,018.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 2% | 2.18% | $2.06亿 | 86.4万股 | $1.87亿 | 89.7万股 | -3.3万股-3.66% | 减仓 |
 微软MSFT |
| 1.96% | 2.67% | $2.01亿 | 53.9万股 | $2.29亿 | 61.8万股 | -7.9万股-12.82% | 减仓 |
| I景顺QQQ信托VOO |
| 1.86% | 3.49% | $1.91亿 | 26.0万股 | $2.99亿 | 51.8万股 | -25.8万股-49.81% | 减仓 |
 谷歌AGOOGL |
| 1.48% | 1.41% | $1.52亿 | 42.6万股 | $1.21亿 | 42.1万股 | +5,444股+1.29% | 加仓 |
| IiShares安硕信托GJS |
| 1.44% | 1.65% | $1.48亿 | 649.5万股 | $1.41亿 | 615.8万股 | +33.6万股+5.46% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 1.3% | — | $1.34亿 | 129.8万股 | $0 | 0股 | +129.8万股 | 新买入 |
 博通AVGO |
| 1.29% | 1.25% | $1.32亿 | 35.0万股 | $1.07亿 | 34.6万股 | +3,524股+1.02% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.2% | 1.17% | $1.23亿 | 34.9万股 | $9,986.3万 | 34.8万股 | +1,260股+0.36% | 加仓 |
 美光科技MU |
| 1.18% | 0.4% | $1.22亿 | 10.5万股 | $3,434.8万 | 10.2万股 | +3,637股+3.58% | 加仓 |
| V先锋领航指数基金VV |
| 1% | 1.05% | $1.03亿 | 30.0万股 | $8,965.5万 | 30.0万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.98% | 1.02% | $1.00亿 | 23.8万股 | $8,764.2万 | 23.6万股 | +2,464股+1.05% | 加仓 |
 Meta平台META |
| 0.92% | 1.11% | $9,475.9万 | 16.8万股 | $9,493.2万 | 16.6万股 | +2,296股+1.38% | 加仓 |
 AMD超威AMD |
| 0.89% | 0.37% | $9,139.1万 | 15.7万股 | $3,149.4万 | 15.5万股 | +2,508股+1.62% | 加仓 |
 VisaV |
| 0.83% | 0.92% | $8,485.6万 | 24.7万股 | $7,843.8万 | 26.0万股 | -1.2万股-4.70% | 减仓 |
 好市多COST |
| 0.74% | 0.98% | $7,597.0万 | 8.1万股 | $8,377.4万 | 8.4万股 | -2,864股-3.41% | 减仓 |
 英特尔INTC |
| 0.62% | 0.23% | $6,417.5万 | 46.0万股 | $1,983.5万 | 44.9万股 | +1.0万股+2.25% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.62% | — | $6,347.3万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 德州仪器TXN |
| 0.61% | 0.59% | $6,246.1万 | 21.0万股 | $5,072.0万 | 26.1万股 | -5.2万股-19.79% | 减仓 |
 礼来LLY |
| 0.56% | 0.51% | $5,787.8万 | 4.8万股 | $4,336.2万 | 4.7万股 | +1,111股+2.36% | 加仓 |
 应用材料AMAT |
| 0.56% | 0.31% | $5,715.0万 | 7.9万股 | $2,659.7万 | 7.8万股 | +1,227股+1.58% | 加仓 |
 摩根大通JPM |
| 0.54% | 0.59% | $5,541.9万 | 16.9万股 | $5,064.1万 | 17.2万股 | -2,850股-1.66% | 减仓 |
 泛林集团LRCX |
| 0.52% | 0.3% | $5,312.5万 | 12.3万股 | $2,574.8万 | 12.1万股 | +2,089股+1.73% | 加仓 |
 沃尔玛WMT |
| 0.5% | 0.65% | $5,088.4万 | 44.9万股 | $5,534.0万 | 44.5万股 | +3,980股+0.89% | 加仓 |
 标普全球SPGI |
| 0.47% | 0.54% | $4,858.9万 | 11.9万股 | $4,657.0万 | 10.9万股 | +9,818股+8.97% | 加仓 |
 林德LIN |
| 0.46% | 0.54% | $4,763.0万 | 9.2万股 | $4,643.9万 | 9.4万股 | -1,890股-2.02% | 减仓 |
 思科CSCO |
| 0.45% | 0.35% | $4,628.1万 | 39.4万股 | $3,030.8万 | 39.1万股 | +3,396股+0.87% | 加仓 |
 安费诺APH |
| 0.43% | 0.34% | $4,396.5万 | 24.9万股 | $2,894.3万 | 22.9万股 | +2.0万股+8.85% | 加仓 |
 迪尔DE |
| 0.41% | 0.42% | $4,239.2万 | 6.7万股 | $3,598.0万 | 6.4万股 | +2,957股+4.63% | 加仓 |
 科磊KLAC |
| 0.38% | 0.22% | $3,925.2万 | 13.0万股 | $1,862.3万 | 1.3万股 | +11.7万股+928.61% | 加仓 |
 强生JNJ |
| 0.37% | 0.44% | $3,818.0万 | 15.0万股 | $3,789.6万 | 15.5万股 | -4,696股-3.03% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.36% | 0.55% | $3,654.1万 | 7.3万股 | $4,677.6万 | 9.8万股 | -2.5万股-25.19% | 减仓 |
 宣伟SHW |
| 0.35% | 0.39% | $3,587.7万 | 10.4万股 | $3,359.9万 | 10.5万股 | -622股-0.59% | 减仓 |
 TJXTJX |
| 0.35% | 0.47% | $3,561.3万 | 23.5万股 | $4,049.2万 | 25.4万股 | -1.8万股-7.29% | 减仓 |
 ZOETIS CL AZTS |
| 0.34% | 0.55% | $3,533.5万 | 49.2万股 | $4,736.7万 | 40.1万股 | +9.1万股+22.72% | 加仓 |
 卡特彼勒CAT |
| 0.34% | 0.3% | $3,481.3万 | 3.3万股 | $2,592.4万 | 3.7万股 | -3,901股-10.66% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 0.33% | 0.32% | $3,440.8万 | 108.9万股 | $2,746.2万 | 60.6万股 | +48.2万股+79.55% | 加仓 |
 瑞思迈RMD |
| 0.33% | 0.34% | $3,413.9万 | 17.5万股 | $2,872.1万 | 12.8万股 | +4.7万股+36.92% | 加仓 |
 SERVICE INTLSCI |
| 0.33% | 0.34% | $3,361.1万 | 44.2万股 | $2,929.2万 | 35.5万股 | +8.7万股+24.64% | 加仓 |
| SSANDISK COMSNDK |
| 0.31% | 0.06% | $3,170.3万 | 1.4万股 | $525.3万 | 8,268股 | +5,675股+68.64% | 加仓 |
