 苹果AAPL |
| 6.99% | 7.19% | $1,143.0万 | 4.0万股 | $977.9万 | 3.9万股 | +970股+2.52% | 加仓 |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 6.49% | 9.12% | $1,060.9万 | 43.4万股 | $1,239.3万 | 43.6万股 | -2,376股-0.55% | 减仓 |
 Meta平台META |
| 5.63% | 6.79% | $920.8万 | 1.6万股 | $922.6万 | 1.6万股 | +221股+1.37% | 加仓 |
 MOLINA HEALTHCAREMOH |
| 5.39% | 1.73% | $882.2万 | 3.9万股 | $234.9万 | 1.8万股 | +2.1万股+118.93% | 加仓 |
 微软MSFT |
| 5.16% | 6% | $843.1万 | 2.3万股 | $815.1万 | 2.2万股 | +583股+2.65% | 加仓 |
 谷歌AGOOGL |
| 5.12% | 5.1% | $837.1万 | 2.3万股 | $692.6万 | 2.4万股 | -661股-2.74% | 减仓 |
 联合健康UNH |
| 4.58% | — | $749.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 阿里巴巴BABA |
| 4.56% | 7.5% | $744.9万 | 7.8万股 | $1,019.4万 | 8.1万股 | -3,641股-4.48% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.23% | 4.42% | $692.1万 | 2.0万股 | $601.5万 | 2.1万股 | -1,379股-6.58% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 4.23% | — | $691.0万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 英伟达NVDA |
| 4.13% | 3.51% | $675.2万 | 3.4万股 | $477.8万 | 2.7万股 | +6,352股+23.19% | 加仓 |
 博通AVGO |
| 4.1% | 4.49% | $670.5万 | 1.8万股 | $610.5万 | 2.0万股 | -1,975股-10.01% | 减仓 |
 JD COM INCJD |
| 4.07% | 5.87% | $666.2万 | 26.1万股 | $798.2万 | 27.0万股 | -8,494股-3.15% | 减仓 |
 亚马逊AMZN |
| 4.04% | 3.44% | $660.2万 | 2.8万股 | $467.5万 | 2.2万股 | +5,256股+23.42% | 加仓 |
| V先锋领航指数基金VOO |
| 3.94% | — | $644.1万 | 8,746股 | $0 | 0股 | +8,746股 | 新买入 |
 CrowdStrikeCRWD |
| 3.26% | — | $533.4万 | 6,989股 | $0 | 0股 | +6,989股 | 新买入 |
| BBITMINE IMMERSION TECHS INCBMNR |
| 2.91% | 5.42% | $476.3万 | 35.8万股 | $737.4万 | 37.3万股 | -1.5万股-4.01% | 减仓 |
 甲骨文ORCL |
| 2.6% | — | $425.2万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 辉瑞PFE |
| 1.59% | 2.19% | $260.1万 | 10.8万股 | $297.9万 | 10.6万股 | +1,942股+1.83% | 加仓 |
| B百度BIDU |
| 1.56% | 1.91% | $254.7万 | 2.2万股 | $259.6万 | 2.3万股 | -1,010股-4.34% | 减仓 |
 IDEXX LABS COMIDXX |
| 1.49% | — | $244.2万 | 4,638股 | $0 | 0股 | +4,638股 | 新买入 |
 特斯拉TSLA |
| 1.47% | — | $239.9万 | 5,704股 | $0 | 0股 | +5,704股 | 新买入 |
| SSPDR道富系列信托BIL |
| 1.44% | 2.72% | $235.0万 | 2.6万股 | $369.7万 | 4.0万股 | -1.5万股-36.43% | 减仓 |
 iShares安硕·MBSACGL |
| 1.18% | 1.53% | $192.9万 | 2.0万股 | $207.6万 | 2.2万股 | -1,751股-8.10% | 减仓 |
 TransDigmTDG |
| 1.17% | — | $191.8万 | 1,440股 | $0 | 0股 | +1,440股 | 新买入 |
 明晟MSCI |
| 1.16% | — | $190.0万 | 3,393股 | $0 | 0股 | +3,393股 | 新买入 |
| IiShares安硕信托SGOV |
| 0.67% | — | $109.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 新思科技SNPS |
| 0.61% | — | $100.1万 | 2,245股 | $0 | 0股 | +2,245股 | 新买入 |
| EEquity ResidentialVMRK |
| 0.44% | 2.46% | $71.7万 | 1.1万股 | $334.8万 | 5.7万股 | -4.6万股-81.36% | 减仓 |
 Essex地产ESS |
| 0.39% | 2.41% | $63.8万 | 2,189股 | $327.5万 | 1.4万股 | -1.1万股-83.82% | 减仓 |
 Mid-America公寓MAA |
| 0.38% | 1.86% | $62.6万 | 4,506股 | $253.5万 | 2.1万股 | -1.6万股-78.29% | 减仓 |
| IiShares安硕信托FXI |
| 0.36% | 0.49% | $59.0万 | 1.9万股 | $67.0万 | 1.9万股 | 00.00% | 持仓不变 |
 Camden地产CPT |
| 0.36% | 1.29% | $58.2万 | 5,086股 | $175.5万 | 1.8万股 | -1.3万股-71.70% | 减仓 |
 UDR COMUDR |
| 0.34% | 1.14% | $56.1万 | 1.4万股 | $154.7万 | 4.6万股 | -3.2万股-69.31% | 减仓 |
 SUN CMNTYS INC COMSUI |
| 0.32% | 2.58% | $52.0万 | 4,338股 | $350.6万 | 2.8万股 | -2.4万股-84.42% | 减仓 |
 EQUITY LIFESTYLE PROPERTIESELS |
| 0.31% | 2.49% | $50.4万 | 7,822股 | $338.9万 | 5.4万股 | -4.6万股-85.59% | 减仓 |
 强生JNJ |
| 0.31% | — | $50.0万 | 1,969股 | $0 | 0股 | +1,969股 | 新买入 |
 百事可乐PEP |
| 0.3% | — | $49.7万 | 3,673股 | $0 | 0股 | +3,673股 | 新买入 |
 AVALONBAY CMNTYS INC REITAVB |
| 0.29% | 2.06% | $47.7万 | 2,528股 | $279.5万 | 1.7万股 | -1.5万股-85.22% | 减仓 |
 Invitation HomesINVH |
| 0.26% | — | $42.9万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 默沙东MRK |
| 0.25% | — | $40.7万 | 3,167股 | $0 | 0股 | +3,167股 | 新买入 |
 INDEPENDENCE RLTY TRIRT |
| 0.24% | 1.09% | $40.0万 | 2.4万股 | $147.5万 | 9.9万股 | -7.5万股-75.83% | 减仓 |
 保德信金融PRU |
| 0.24% | — | $39.5万 | 3,660股 | $0 | 0股 | +3,660股 | 新买入 |
 宝洁PG |
| 0.22% | — | $35.4万 | 2,413股 | $0 | 0股 | +2,413股 | 新买入 |
 可口可乐KO |
| 0.22% | — | $35.3万 | 4,349股 | $0 | 0股 | +4,349股 | 新买入 |
 应用材料AMAT |
| 0.19% | — | $30.3万 | 419股 | $0 | 0股 | +419股 | 新买入 |
 耐克NKE |
| 0.18% | — | $28.9万 | 7,030股 | $0 | 0股 | +7,030股 | 新买入 |
 威瑞森VZ |
| 0.17% | — | $27.6万 | 6,510股 | $0 | 0股 | +6,510股 | 新买入 |
| FFIDELITY CONTRAFUNDFCNTX |
| 0.16% | — | $26.2万 | 9,790股 | $0 | 0股 | +9,790股 | 新买入 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.16% | — | $25.8万 | 8,918股 | $0 | 0股 | +8,918股 | 新买入 |
