| IiShares安硕信托IVV |
| 24.7% | 25.2% | $5,956.6万 | 8.0万股 | $5,109.5万 | 7.8万股 | +1,318股+1.68% | 加仓 |
 谷歌AGOOGL |
| 11.43% | 10.86% | $2,756.7万 | 7.7万股 | $2,201.6万 | 7.7万股 | +580股+0.76% | 加仓 |
 亚马逊AMZN |
| 7.98% | 8.16% | $1,924.1万 | 8.1万股 | $1,654.9万 | 7.9万股 | +1,267股+1.59% | 加仓 |
| TTOLL BROTHERSTOL |
| 6.21% | 6.16% | $1,498.7万 | 9.1万股 | $1,249.6万 | 9.2万股 | -602股-0.66% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.45% | 5.02% | $1,072.1万 | 2.1万股 | $1,018.4万 | 2.1万股 | +173股+0.81% | 加仓 |
 雷神技术RTX |
| 4.21% | 5.06% | $1,014.2万 | 5.3万股 | $1,027.1万 | 5.3万股 | +208股+0.39% | 加仓 |
| I景顺QQQ信托VOO |
| 3.32% | 2.98% | $800.7万 | 1.1万股 | $603.8万 | 1.0万股 | +412股+3.94% | 加仓 |
 博通AVGO |
| 3.31% | 3.13% | $797.7万 | 2.1万股 | $634.3万 | 2.0万股 | +623股+3.04% | 加仓 |
 DANAHER DEL COMDHR |
| 2.82% | 3.34% | $679.2万 | 3.6万股 | $677.2万 | 3.6万股 | -59股-0.17% | 减仓 |
 应用材料AMAT |
| 2.62% | 1.45% | $632.8万 | 8,753股 | $293.1万 | 8,576股 | +177股+2.06% | 加仓 |
 英伟达NVDA |
| 2.44% | 2.2% | $588.3万 | 2.9万股 | $446.0万 | 2.6万股 | +3,830股+14.98% | 加仓 |
 TRACTOR SUPPLY COMTSCO |
| 2.06% | 3.58% | $496.4万 | 15.7万股 | $726.9万 | 16.0万股 | -3,404股-2.12% | 减仓 |
 切尼尔能源LNG |
| 1.9% | 2.69% | $457.1万 | 1.9万股 | $544.9万 | 1.9万股 | -81股-0.42% | 减仓 |
| I景顺·S&PIDMO |
| 1.71% | 1.37% | $412.9万 | 6.8万股 | $277.4万 | 5.1万股 | +1.8万股+35.39% | 加仓 |
 苹果AAPL |
| 1.69% | 1.55% | $408.0万 | 1.4万股 | $315.2万 | 1.2万股 | +1,680股+13.53% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.28% | 1.19% | $308.1万 | 8,720股 | $241.9万 | 8,432股 | +288股+3.42% | 加仓 |
 CrowdStrikeCRWD |
| 1.19% | 0.71% | $287.3万 | 3,765股 | $144.6万 | 3,704股 | +61股+1.65% | 加仓 |
 美光科技MU |
| 1.12% | 0.46% | $271.3万 | 2,350股 | $93.6万 | 2,770股 | -420股-15.16% | 减仓 |
 微软MSFT |
| 1% | 1.01% | $240.3万 | 6,441股 | $204.9万 | 5,535股 | +906股+16.37% | 加仓 |
 埃克森美孚XOM |
| 0.76% | 1.43% | $183.5万 | 1.3万股 | $289.2万 | 1.7万股 | -3,624股-21.26% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.76% | 0.81% | $183.1万 | 2,452股 | $164.3万 | 2,526股 | -74股-2.93% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.64% | 0.58% | $154.4万 | 5,741股 | $117.0万 | 5,078股 | +663股+13.06% | 加仓 |
| G通用动力VTI |
| 0.49% | 0.52% | $119.3万 | 3,224股 | $105.1万 | 3,276股 | -52股-1.59% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.47% | 0.42% | $113.2万 | 819股 | $85.6万 | 783股 | +36股+4.60% | 加仓 |
 AMGEN COMAMGN |
| 0.46% | 0.51% | $111.2万 | 3,070股 | $103.8万 | 2,949股 | +121股+4.10% | 加仓 |
 QUANTA SVCSPWR |
| 0.46% | 0.38% | $110.3万 | 1,532股 | $76.1万 | 1,387股 | +145股+10.45% | 加仓 |
 英特尔INTC |
| 0.44% | 0.14% | $105.8万 | 7,578股 | $28.5万 | 6,460股 | +1,118股+17.31% | 加仓 |
 摩根大通JPM |
| 0.42% | 0.4% | $101.5万 | 3,100股 | $80.4万 | 2,734股 | +366股+13.39% | 加仓 |
 Meta平台META |
| 0.39% | 0.52% | $93.4万 | 1,657股 | $105.8万 | 1,850股 | -193股-10.43% | 减仓 |
| IiShares安硕信托ICSH |
| 0.36% | 0.31% | $85.9万 | 1.7万股 | $62.0万 | 1.2万股 | +4,734股+38.68% | 加仓 |
| PPAYCOM SOFTWAREPAYC |
| 0.35% | 0.41% | $85.4万 | 6,794股 | $83.6万 | 6,881股 | -87股-1.26% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.35% | — | $84.3万 | 2,782股 | $0 | 0股 | +2,782股 | 新买入 |
 好市多COST |
| 0.32% | 0.36% | $77.5万 | 829股 | $73.8万 | 741股 | +88股+11.88% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.32% | 0.32% | $76.1万 | 6,125股 | $65.3万 | 1,531股 | +4,594股+300.07% | 加仓 |
| SSPDR黄金信托GLD |
| 0.29% | 0.41% | $70.8万 | 1,923股 | $82.7万 | 1,923股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.27% | 0.21% | $65.3万 | 5,560股 | $42.6万 | 5,487股 | +73股+1.33% | 加仓 |
 派克汉尼汾PH |
| 0.24% | 0.31% | $58.6万 | 599股 | $63.6万 | 711股 | -112股-15.75% | 减仓 |
 GE航空GE |
| 0.23% | 0.15% | $55.6万 | 1,489股 | $31.0万 | 1,092股 | +397股+36.36% | 加仓 |
 特斯拉TSLA |
| 0.23% | 0.17% | $55.4万 | 1,318股 | $35.1万 | 944股 | +374股+39.62% | 加仓 |
| PPGIM ULTRAPULS |
| 0.23% | 0.29% | $55.3万 | 1.1万股 | $58.9万 | 1.2万股 | -736股-6.18% | 减仓 |
 艾伯维ABBV |
| 0.22% | 0.19% | $52.7万 | 2,094股 | $38.5万 | 1,772股 | +322股+18.17% | 加仓 |
 家得宝HD |
| 0.21% | 0.2% | $51.0万 | 1,447股 | $39.9万 | 1,214股 | +233股+19.19% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.21% | 0.21% | $50.5万 | 2,793股 | $42.2万 | 2,552股 | +241股+9.44% | 加仓 |
 AMD超威AMD |
| 0.21% | — | $50.4万 | 867股 | $0 | 0股 | +867股 | 新买入 |
| J骏利亨德森JAAA |
| 0.21% | — | $50.2万 | 9,948股 | $0 | 0股 | +9,948股 | 新买入 |
 礼来LLY |
| 0.2% | 0.13% | $48.5万 | 404股 | $26.7万 | 290股 | +114股+39.31% | 加仓 |
 VisaV |
| 0.2% | 0.16% | $47.1万 | 1,373股 | $31.8万 | 1,053股 | +320股+30.39% | 加仓 |
 沃尔玛WMT |
| 0.2% | 0.23% | $47.0万 | 4,153股 | $47.1万 | 3,789股 | +364股+9.61% | 加仓 |
| IiShares安硕信托IWD |
| 0.19% | 0.2% | $45.7万 | 1,884股 | $40.2万 | 1,883股 | +1股+0.05% | 加仓 |
 安费诺APH |
| 0.18% | 0.13% | $43.0万 | 2,441股 | $26.0万 | 2,058股 | +383股+18.61% | 加仓 |
