| AAlphabet Inc Class CGOOG |
| 9.81% | 8.7% | $2.88亿 | 81.4万股 | $2.39亿 | 83.3万股 | -1.9万股-2.28% | 减仓 |
 博通AVGO |
| 7.87% | 5.99% | $2.31亿 | 61.1万股 | $1.65亿 | 53.2万股 | +7.9万股+14.76% | 加仓 |
 科磊KLAC |
| 6.01% | 0.04% | $1.76亿 | 58.4万股 | $110.7万 | 752股 | +58.4万股+77,596.14% | 加仓 |
 标普全球SPGI |
| 5.62% | 6.56% | $1.65亿 | 40.4万股 | $1.80亿 | 42.4万股 | -1.9万股-4.53% | 减仓 |
 万事达MA |
| 5.48% | 5.85% | $1.61亿 | 31.3万股 | $1.61亿 | 32.2万股 | -9,118股-2.83% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 5.45% | 4.65% | $1.60亿 | 42.6万股 | $1.28亿 | 45.9万股 | -3.3万股-7.29% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 4.87% | 5.12% | $1.43亿 | 62.1万股 | $1.41亿 | 65.0万股 | -2.9万股-4.41% | 减仓 |
 亚马逊AMZN |
| 4.75% | 4.81% | $1.39亿 | 58.5万股 | $1.32亿 | 63.5万股 | -5.0万股-7.93% | 减仓 |
 微软MSFT |
| 4.62% | 5.13% | $1.35亿 | 36.3万股 | $1.41亿 | 38.1万股 | -1.8万股-4.76% | 减仓 |
 史赛克SYK |
| 4.52% | 5.17% | $1.32亿 | 42.1万股 | $1.42亿 | 43.2万股 | -1.1万股-2.64% | 减仓 |
 麦当劳MCD |
| 4.48% | 5.59% | $1.31亿 | 48.6万股 | $1.54亿 | 49.5万股 | -9,013股-1.82% | 减仓 |
 安费诺APH |
| 4.47% | 3.95% | $1.31亿 | 74.4万股 | $1.09亿 | 85.9万股 | -11.5万股-13.39% | 减仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 4.17% | 2.32% | $1.22亿 | 34.0万股 | $6,386.7万 | 25.5万股 | +8.5万股+33.53% | 加仓 |
 NETFLIXNFLX |
| 4.09% | 6.21% | $1.20亿 | 168.0万股 | $1.71亿 | 177.5万股 | -9.4万股-5.32% | 减仓 |
 GE航空GE |
| 3.52% | 5.05% | $1.03亿 | 27.6万股 | $1.39亿 | 48.9万股 | -21.3万股-43.50% | 减仓 |
 CINTAS COMCTAS |
| 3.37% | 3.65% | $9,882.0万 | 58.1万股 | $1.00亿 | 59.3万股 | -1.2万股-2.04% | 减仓 |
| IiShares安硕信托IVV |
| 2.4% | 1.84% | $7,040.8万 | 9.4万股 | $5,051.4万 | 7.7万股 | +1.7万股+21.57% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 2.36% | 2.84% | $6,933.0万 | 38.6万股 | $7,812.5万 | 41.2万股 | -2.6万股-6.21% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.54% | 0.88% | $4,501.5万 | 53.7万股 | $2,418.2万 | 32.2万股 | +21.6万股+66.93% | 加仓 |
 谷歌AGOOGL |
| 1.21% | 1.14% | $3,547.5万 | 9.9万股 | $3,145.9万 | 10.9万股 | -1.0万股-9.26% | 减仓 |
| G通用动力VTI |
| 0.68% | 0.54% | $2,007.7万 | 5.4万股 | $1,485.5万 | 4.6万股 | +7,951股+17.17% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.63% | 0.44% | $1,834.3万 | 11.7万股 | $1,223.0万 | 8.8万股 | +2.8万股+32.18% | 加仓 |
| V先锋领航指数基金VOO |
| 0.48% | 0.42% | $1,418.5万 | 2.1万股 | $1,162.5万 | 1.9万股 | +1,198股+6.16% | 加仓 |
| IiShares安硕信托GVI |
| 0.43% | 0.43% | $1,272.3万 | 11.8万股 | $1,182.0万 | 11.1万股 | +6,872股+6.17% | 加仓 |
| SSPDR黄金信托GLD |
| 0.34% | 0.51% | $1,003.3万 | 2.7万股 | $1,414.8万 | 3.3万股 | -5,643股-17.16% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.27% | 0.18% | $801.9万 | 9.4万股 | $492.0万 | 6.4万股 | +3.0万股+47.02% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.32% | $782.8万 | 1.6万股 | $893.2万 | 1.9万股 | -2,996股-16.07% | 减仓 |
| GGMO US QUALITY ETFGMOV |
| 0.26% | 0.17% | $770.6万 | 18.5万股 | $457.9万 | 12.7万股 | +5.9万股+46.29% | 加仓 |
 英伟达NVDA |
| 0.21% | 0.19% | $623.7万 | 3.1万股 | $516.0万 | 3.0万股 | +1,586股+5.36% | 加仓 |
 台积电TSM |
| 0.21% | 0.18% | $618.4万 | 1.3万股 | $496.2万 | 1.5万股 | -1,734股-11.81% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.21% | 0.21% | $609.2万 | 3.9万股 | $587.6万 | 4.2万股 | -3,652股-8.60% | 减仓 |
| IiShares安硕信托CMF |
| 0.2% | 0.21% | $588.5万 | 10.2万股 | $580.5万 | 10.2万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.18% | 0.2% | $530.8万 | 9,424股 | $542.2万 | 9,477股 | -53股-0.56% | 减仓 |
| EETFS GOLD TRSGOL |
| 0.16% | 0.24% | $483.0万 | 12.6万股 | $662.9万 | 14.9万股 | -2.2万股-14.97% | 减仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.16% | 0.19% | $475.9万 | 11.9万股 | $529.1万 | 11.3万股 | +5,639股+4.98% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.16% | 0.15% | $474.1万 | 4.5万股 | $418.0万 | 4.5万股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 0.16% | 0.15% | $463.5万 | 2.6万股 | $414.7万 | 985股 | +2.5万股+2,539.80% | 加仓 |
 Elevance健康ELV |
| 0.15% | 0.14% | $451.6万 | 1.2万股 | $382.4万 | 1.3万股 | -1,384股-10.60% | 减仓 |
| IiShares黄金信托IAU |
| 0.14% | 0.18% | $424.3万 | 5.6万股 | $495.4万 | 5.6万股 | 00.00% | 持仓不变 |
| V先锋领航·HEALTHVHT |
| 0.14% | 0.12% | $398.3万 | 1.3万股 | $329.7万 | 1.2万股 | +1,215股+10.04% | 加仓 |
 卡特彼勒CAT |
| 0.13% | 0.09% | $386.1万 | 3,626股 | $256.9万 | 3,626股 | 00.00% | 持仓不变 |
 VisaV |
| 0.13% | 5.16% | $375.8万 | 1.1万股 | $1.42亿 | 46.9万股 | -45.8万股-97.67% | 减仓 |
 ALLISON TRANSMISSION IALSN |
| 0.12% | 0.14% | $356.8万 | 3.2万股 | $391.7万 | 3.3万股 | -1,815股-5.42% | 减仓 |
 苹果AAPL |
| 0.12% | 0.12% | $338.7万 | 1.2万股 | $316.9万 | 1.2万股 | -783股-6.27% | 减仓 |
 联合健康UNH |
| 0.11% | 0.08% | $331.1万 | 7,967股 | $217.0万 | 8,021股 | -54股-0.67% | 减仓 |
| IiShares安硕信托IVLU |
| 0.11% | 0.11% | $326.7万 | 7.8万股 | $310.0万 | 7.8万股 | 00.00% | 持仓不变 |
| GGREEN BRICK PARTNERSGRBK |
| 0.11% | 0.09% | $315.2万 | 3.9万股 | $253.8万 | 3.9万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.1% | 0.09% | $305.7万 | 4,094股 | $258.7万 | 3,978股 | +116股+2.92% | 加仓 |
 MCKESSON COMMCK |
| 0.1% | 0.12% | $279.6万 | 3,700股 | $320.2万 | 3,700股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.09% | 0.1% | $274.0万 | 3.5万股 | $274.9万 | 3.5万股 | 00.00% | 持仓不变 |
