 苹果AAPL |
| 8.2% | 8.19% | $1.22亿 | 42.0万股 | $1.02亿 | 40.3万股 | +1.7万股+4.14% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.11% | 3.35% | $4,605.8万 | 9.2万股 | $4,183.8万 | 8.7万股 | +4,737股+5.43% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.45% | 2.37% | $3,637.0万 | 30.6万股 | $2,961.6万 | 30.2万股 | +3,171股+1.05% | 加仓 |
 微软MSFT |
| 2.32% | 2.18% | $3,444.1万 | 9.2万股 | $2,729.5万 | 7.4万股 | +1.9万股+25.22% | 加仓 |
 默沙东MRK |
| 2.28% | 2.53% | $3,372.5万 | 26.2万股 | $3,156.2万 | 26.2万股 | +69股+0.03% | 加仓 |
 英伟达NVDA |
| 1.94% | 1.79% | $2,873.6万 | 14.4万股 | $2,238.2万 | 12.8万股 | +1.5万股+11.91% | 加仓 |
| I景顺QQQ信托VOO |
| 1.8% | 1.69% | $2,672.6万 | 3.6万股 | $2,112.9万 | 3.7万股 | -314股-0.86% | 减仓 |
 亚马逊AMZN |
| 1.7% | 1.61% | $2,523.8万 | 10.6万股 | $2,013.1万 | 9.7万股 | +9,232股+9.55% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.34% | 1.44% | $1,981.0万 | 2.7万股 | $1,799.2万 | 2.8万股 | -1,138股-4.11% | 减仓 |
 谷歌AGOOGL |
| 1.29% | 1.24% | $1,916.4万 | 5.4万股 | $1,555.8万 | 5.4万股 | -477股-0.88% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.22% | 1.37% | $1,803.7万 | 11.4万股 | $1,713.1万 | 11.6万股 | -1,534股-1.33% | 减仓 |
| IIBMIBM |
| 1.18% | 1.14% | $1,746.7万 | 6.2万股 | $1,418.9万 | 5.9万股 | +3,579股+6.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.08% | 1.04% | $1,594.3万 | 4.5万股 | $1,303.2万 | 4.5万股 | -308股-0.68% | 减仓 |
| V先锋领航指数基金VOO |
| 1.07% | 0.62% | $1,590.9万 | 2.3万股 | $780.8万 | 1.3万股 | +1.0万股+77.27% | 加仓 |
| VVANECK ETF TR VANECK BDC INCOME ETFBIZD |
| 1.06% | 1.2% | $1,577.2万 | 124.6万股 | $1,505.0万 | 117.6万股 | +7.0万股+5.96% | 加仓 |
 摩根大通JPM |
| 0.95% | 1.02% | $1,404.4万 | 4.3万股 | $1,278.2万 | 4.3万股 | -548股-1.26% | 减仓 |
 埃克森美孚XOM |
| 0.9% | 1.11% | $1,340.5万 | 9.8万股 | $1,381.8万 | 8.1万股 | +1.7万股+20.39% | 加仓 |
 博通AVGO |
| 0.89% | 0.85% | $1,323.7万 | 3.5万股 | $1,064.2万 | 3.4万股 | +658股+1.91% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.83% | 0.89% | $1,228.2万 | 5.2万股 | $1,113.9万 | 5.2万股 | +111股+0.21% | 加仓 |
 BLUE OWL CAP CORPOBDC |
| 0.83% | 1.04% | $1,226.1万 | 112.8万股 | $1,305.6万 | 118.1万股 | -5.3万股-4.45% | 减仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.77% | 1.06% | $1,135.2万 | 37.6万股 | $1,322.5万 | 37.3万股 | +3,106股+0.83% | 加仓 |
 美光科技MU |
| 0.77% | 0.29% | $1,133.7万 | 9,822股 | $357.1万 | 1.1万股 | -748股-7.08% | 减仓 |
 标普全球SPGI |
| 0.74% | 0.94% | $1,102.1万 | 2.7万股 | $1,176.6万 | 2.8万股 | -600股-2.17% | 减仓 |
 强生JNJ |
| 0.74% | 0.8% | $1,095.2万 | 4.3万股 | $1,003.4万 | 4.1万股 | +2,078股+5.06% | 加仓 |
 Meta平台META |
| 0.72% | 0.78% | $1,066.4万 | 1.9万股 | $977.1万 | 1.7万股 | +1,853股+10.85% | 加仓 |
| IiShares安硕信托IVV |
| 0.69% | 0.6% | $1,015.3万 | 1.4万股 | $755.3万 | 1.2万股 | +1,994股+17.24% | 加仓 |
| AALPS ETF信托AMLP |
| 0.68% | 0.7% | $1,007.8万 | 19.4万股 | $873.6万 | 16.6万股 | +2.8万股+17.12% | 加仓 |
| V先锋领航指数基金VV |
| 0.68% | 0.73% | $1,006.9万 | 2.9万股 | $906.2万 | 3.0万股 | -1,045股-3.45% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.66% | 0.75% | $973.5万 | 13股 | $933.6万 | 13股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.62% | 0.58% | $922.4万 | 2.2万股 | $723.4万 | 1.9万股 | +2,472股+12.70% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.58% | 0.63% | $860.2万 | 4.0万股 | $787.5万 | 4.1万股 | -605股-1.47% | 减仓 |
 家得宝HD |
| 0.57% | 0.64% | $851.5万 | 2.4万股 | $795.6万 | 2.4万股 | -50股-0.21% | 减仓 |
 礼来LLY |
| 0.56% | 0.51% | $827.8万 | 6,902股 | $637.4万 | 6,930股 | -28股-0.40% | 减仓 |
| FFACTORIAL ENERGY INC COM CL AFAC |
| 0.53% | — | $790.7万 | 71.3万股 | $0 | 0股 | +71.3万股 | 新买入 |
| DDimensional维度ETF信托DFAC |
| 0.53% | 0.53% | $788.2万 | 17.8万股 | $668.0万 | 17.2万股 | +5,777股+3.36% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.53% | 0.44% | $780.6万 | 4.1万股 | $546.3万 | 4.1万股 | -139股-0.34% | 减仓 |
| SSPDR黄金信托GLD |
| 0.52% | 0.75% | $775.0万 | 2.1万股 | $938.1万 | 2.2万股 | -762股-3.50% | 减仓 |
| PProShares信托NOBL |
| 0.52% | 0.59% | $772.4万 | 13.8万股 | $732.7万 | 6.9万股 | +6.8万股+98.99% | 加仓 |
 艾伯维ABBV |
| 0.5% | 0.5% | $746.3万 | 3.0万股 | $619.1万 | 2.8万股 | +1,189股+4.18% | 加仓 |
| IiShares安硕·COREIJH |
| 0.48% | 0.43% | $707.6万 | 9.2万股 | $539.0万 | 8.0万股 | +1.2万股+14.97% | 加仓 |
| FFS KKR CAPFSK |
| 0.46% | 0.65% | $675.8万 | 64.4万股 | $807.7万 | 79.3万股 | -15.0万股-18.88% | 减仓 |
| IiShares安硕·COREIJR |
| 0.45% | 0.41% | $673.6万 | 4.5万股 | $517.6万 | 4.2万股 | +3,783股+9.09% | 加仓 |
 VisaV |
| 0.45% | 0.47% | $668.1万 | 1.9万股 | $583.8万 | 1.9万股 | +157股+0.81% | 加仓 |
| BBLUE OWL CAPITALOWL |
| 0.42% | 0.59% | $623.3万 | 71.2万股 | $731.6万 | 80.1万股 | -8.9万股-11.10% | 减仓 |
| V先锋领航指数基金VTV |
| 0.41% | 0.43% | $604.7万 | 2.8万股 | $540.4万 | 2.8万股 | +202股+0.73% | 加仓 |
| IiShares安硕信托IEI |
| 0.4% | 0.6% | $587.3万 | 5.0万股 | $747.3万 | 6.3万股 | -1.3万股-20.64% | 减仓 |
 甲骨文ORCL |
| 0.4% | 0.46% | $586.1万 | 4.0万股 | $571.5万 | 3.9万股 | +1,143股+2.94% | 加仓 |
| IiShares安硕信托IEFA |
| 0.38% | 0.43% | $565.6万 | 5.9万股 | $532.4万 | 5.9万股 | -251股-0.43% | 减仓 |
| S道富SPYM |
| 0.36% | 0.31% | $530.8万 | 6.0万股 | $390.1万 | 5.1万股 | +9,430股+18.50% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.34% | 0.28% | $506.1万 | 2.7万股 | $355.1万 | 2.3万股 | +4,015股+17.54% | 加仓 |
