| IiShares安硕信托IVV |
| 5.52% | 5.39% | $3,122.0万 | 4.2万股 | $2,810.8万 | 4.3万股 | -1,342股-3.12% | 减仓 |
 苹果AAPL |
| 4.91% | 6.1% | $2,774.3万 | 9.6万股 | $3,185.6万 | 12.6万股 | -3.0万股-23.62% | 减仓 |
 PALO ALTOPANW |
| 4.07% | 2.1% | $2,299.9万 | 6.7万股 | $1,095.0万 | 6.8万股 | -861股-1.26% | 减仓 |
 UNITED RENTALSURI |
| 3.46% | 2.43% | $1,955.7万 | 1.7万股 | $1,269.5万 | 1.7万股 | -162股-0.93% | 减仓 |
 谷歌AGOOGL |
| 3.33% | 3% | $1,881.9万 | 5.3万股 | $1,564.4万 | 5.4万股 | -1,741股-3.20% | 减仓 |
 台积电TSM |
| 3.27% | 2.78% | $1,850.4万 | 3.9万股 | $1,451.7万 | 4.3万股 | -4,208股-9.80% | 减仓 |
 微软MSFT |
| 2.9% | 3.22% | $1,641.1万 | 4.4万股 | $1,681.4万 | 4.5万股 | -1,427股-3.14% | 减仓 |
 高盛GS |
| 2.71% | 2.5% | $1,532.7万 | 1.5万股 | $1,304.2万 | 1.5万股 | -261股-1.69% | 减仓 |
 固安捷GWW |
| 2.26% | 1.98% | $1,276.2万 | 9,381股 | $1,033.0万 | 9,470股 | -89股-0.94% | 减仓 |
 康明斯CMI |
| 2.24% | 1.85% | $1,269.2万 | 1.8万股 | $967.8万 | 1.8万股 | -193股-1.07% | 减仓 |
 VisaV |
| 2.15% | 2.07% | $1,215.6万 | 3.5万股 | $1,079.3万 | 3.6万股 | -280股-0.78% | 减仓 |
 强生JNJ |
| 2.01% | 2.11% | $1,136.6万 | 4.5万股 | $1,101.2万 | 4.5万股 | -295股-0.65% | 减仓 |
| IiShares安硕·COREIJR |
| 1.98% | 1.84% | $1,121.3万 | 7.6万股 | $961.9万 | 7.7万股 | -1,775股-2.29% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.88% | 1.74% | $1,063.9万 | 1.4万股 | $910.0万 | 1.4万股 | +255股+1.82% | 加仓 |
 美国运通AXP |
| 1.87% | 1.87% | $1,060.2万 | 3.1万股 | $975.2万 | 3.2万股 | -894股-2.77% | 减仓 |
 史赛克SYK |
| 1.68% | 1.92% | $949.8万 | 3.0万股 | $1,000.6万 | 3.0万股 | -285股-0.94% | 减仓 |
 亚马逊AMZN |
| 1.6% | 2% | $906.1万 | 3.8万股 | $1,044.1万 | 5.0万股 | -1.2万股-24.16% | 减仓 |
 切尼尔能源LNG |
| 1.58% | 2.03% | $892.4万 | 3.7万股 | $1,061.3万 | 3.7万股 | -65股-0.17% | 减仓 |
 雷神技术RTX |
| 1.57% | 2.27% | $888.4万 | 4.7万股 | $1,183.7万 | 6.1万股 | -1.5万股-23.69% | 减仓 |
| IiShares安硕·COREIJH |
| 1.51% | 1.49% | $855.5万 | 11.1万股 | $778.8万 | 11.5万股 | -4,380股-3.80% | 减仓 |
 Meta平台META |
| 1.49% | 1.62% | $840.8万 | 1.5万股 | $847.0万 | 1.5万股 | +123股+0.83% | 加仓 |
 ExpediaEXPE |
| 1.44% | 1.41% | $812.1万 | 3.2万股 | $735.9万 | 3.2万股 | -135股-0.42% | 减仓 |
 好市多COST |
| 1.43% | 1.63% | $811.1万 | 8,671股 | $849.7万 | 8,527股 | +144股+1.69% | 加仓 |
| IiShares安硕信托IWV |
| 1.38% | 1.34% | $781.6万 | 1.8万股 | $698.7万 | 1.9万股 | -517股-2.74% | 减仓 |
 摩根大通JPM |
| 1.38% | 1.37% | $779.4万 | 2.4万股 | $714.9万 | 2.4万股 | -494股-2.03% | 减仓 |
| Q高通QCOM |
| 1.34% | 1.02% | $757.2万 | 4.1万股 | $533.7万 | 4.1万股 | -468股-1.13% | 减仓 |
 英伟达NVDA |
| 1.32% | 2.5% | $747.4万 | 3.7万股 | $1,307.1万 | 7.5万股 | -3.8万股-50.16% | 减仓 |
 科磊KLAC |
| 1.18% | 0.63% | $668.6万 | 2.2万股 | $326.3万 | 2,216股 | +2.0万股+900.00% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.12% | 0.95% | $634.1万 | 2.5万股 | $497.2万 | 2.5万股 | +195股+0.77% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.05% | 0.9% | $593.8万 | 2.0万股 | $472.1万 | 1.9万股 | +730股+3.84% | 加仓 |
 LENNARLEN |
| 0.9% | 0.93% | $507.8万 | 5.6万股 | $483.0万 | 5.6万股 | +500股+0.90% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.87% | 0.8% | $491.7万 | 4.5万股 | $417.9万 | 4.3万股 | +1,590股+3.70% | 加仓 |
 ALLY FINLALLY |
| 0.87% | 0.78% | $490.6万 | 10.7万股 | $409.2万 | 10.4万股 | +2,465股+2.36% | 加仓 |
 直觉外科ISRG |
| 0.83% | 1.07% | $470.9万 | 1.2万股 | $560.6万 | 1.2万股 | -321股-2.64% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.8% | 0.81% | $450.7万 | 1.3万股 | $421.6万 | 1.5万股 | -1,942股-13.21% | 减仓 |
 因赛特INCY |
| 0.76% | 0.67% | $429.9万 | 3.8万股 | $350.1万 | 3.7万股 | +725股+1.95% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.76% | 0.74% | $428.0万 | 4.1万股 | $386.3万 | 4.0万股 | +1,430股+3.60% | 加仓 |
 美国合众银行USB |
| 0.75% | 0.69% | $424.2万 | 7.0万股 | $362.2万 | 7.0万股 | +592股+0.85% | 加仓 |
 家得宝HD |
| 0.64% | 0.66% | $364.0万 | 1.0万股 | $342.8万 | 1.0万股 | -102股-0.98% | 减仓 |
 永利度假村WYNN |
| 0.63% | 0.7% | $354.8万 | 3.7万股 | $364.3万 | 3.6万股 | +668股+1.86% | 加仓 |
 优步UBER |
| 0.63% | 0.66% | $353.7万 | 4.9万股 | $345.5万 | 4.8万股 | +985股+2.05% | 加仓 |
 雅保ALB |
| 0.62% | 0.88% | $349.4万 | 2.6万股 | $461.0万 | 2.6万股 | +202股+0.79% | 加仓 |
| IiShares安硕信托EEM |
| 0.61% | 0.54% | $342.9万 | 5.0万股 | $281.9万 | 5.0万股 | +485股+0.98% | 加仓 |
 赛富时CRM |
| 0.57% | 0.81% | $321.6万 | 2.1万股 | $422.9万 | 2.3万股 | -2,127股-9.39% | 减仓 |
 迪士尼DIS |
| 0.54% | 0.57% | $308.2万 | 3.2万股 | $299.8万 | 3.1万股 | +913股+2.94% | 加仓 |
 礼来LLY |
| 0.51% | 0.44% | $288.6万 | 2,406股 | $230.9万 | 2,510股 | -104股-4.14% | 减仓 |
 英特尔INTC |
| 0.51% | 0.2% | $285.7万 | 2.0万股 | $104.5万 | 2.4万股 | -3,223股-13.61% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.5% | — | $284.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.47% | 0.46% | $267.0万 | 2.2万股 | $241.3万 | 5,659股 | +1.6万股+279.94% | 加仓 |
 ILLUMINAILMN |
| 0.47% | 0.35% | $266.7万 | 1.5万股 | $181.7万 | 1.5万股 | +425股+2.88% | 加仓 |
