| SSPDR标普500 ETFSPY |
| 14.32% | 14.52% | $2,693.1万 | 5.1万股 | $2,471.7万 | 5.2万股 | -514股-0.99% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 8.14% | 8.26% | $1,530.4万 | 9.3万股 | $1,405.9万 | 9.6万股 | -2,430股-2.54% | 减仓 |
| V先锋领航·MIDVO |
| 3.57% | 3.53% | $671.4万 | 2.7万股 | $601.4万 | 2.6万股 | +1,023股+3.96% | 加仓 |
| V先锋领航指数基金VB |
| 3.55% | 3.55% | $668.1万 | 2.9万股 | $603.8万 | 2.8万股 | +922股+3.26% | 加仓 |
| V先锋领航全球基金VGT |
| 3.41% | 3.64% | $641.1万 | 1.2万股 | $619.2万 | 1.3万股 | -566股-4.42% | 减仓 |
| WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG |
| 3.09% | 2.96% | $581.9万 | 12.7万股 | $503.1万 | 12.0万股 | +6,852股+5.72% | 加仓 |
 博通AVGO |
| 2.36% | 2.29% | $443.8万 | 3,348股 | $390.1万 | 3,495股 | -147股-4.21% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.34% | 2.7% | $440.3万 | 9.7万股 | $458.9万 | 10.0万股 | -2,494股-2.50% | 减仓 |
 PALO ALTOPANW |
| 2.17% | 2.55% | $407.2万 | 1.4万股 | $434.0万 | 1.5万股 | -387股-2.63% | 减仓 |
| IiShares安硕·FALLEN ANGELS USD BOND ETFFALN |
| 2.12% | 1% | $398.9万 | 14.9万股 | $170.8万 | 6.5万股 | +8.4万股+129.49% | 加仓 |
 微软MSFT |
| 2% | 2% | $377.0万 | 8,961股 | $340.6万 | 9,057股 | -96股-1.06% | 减仓 |
 赛富时CRM |
| 1.9% | 1.88% | $357.1万 | 1.2万股 | $320.1万 | 1.2万股 | -307股-2.52% | 减仓 |
 ChipotleCMG |
| 1.86% | 1.63% | $349.7万 | 1,203股 | $277.6万 | 1,214股 | -11股-0.91% | 减仓 |
 ServiceNowNOW |
| 1.83% | 1.91% | $343.9万 | 4,511股 | $325.7万 | 4,610股 | -99股-2.15% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.74% | 1.82% | $327.4万 | 2.2万股 | $309.8万 | 2.2万股 | -474股-2.16% | 减仓 |
 好市多COST |
| 1.71% | 1.71% | $321.8万 | 4,392股 | $290.3万 | 4,398股 | -6股-0.14% | 减仓 |
 万豪MAR |
| 1.7% | 1.69% | $318.9万 | 1.3万股 | $287.6万 | 1.3万股 | -110股-0.86% | 减仓 |
 美国运通AXP |
| 1.68% | 1.51% | $315.0万 | 1.4万股 | $257.6万 | 1.4万股 | +86股+0.63% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.67% | 1.56% | $314.8万 | 7,485股 | $265.5万 | 7,445股 | +40股+0.54% | 加仓 |
 通用动力GD |
| 1.66% | 1.69% | $312.4万 | 1.1万股 | $286.9万 | 1.1万股 | +9股+0.08% | 加仓 |
 甲骨文ORCL |
| 1.65% | 1.51% | $310.3万 | 2.5万股 | $257.4万 | 2.4万股 | +284股+1.16% | 加仓 |
 嘉信理财SCHW |
| 1.61% | 1.68% | $302.5万 | 4.2万股 | $285.1万 | 4.1万股 | +377股+0.91% | 加仓 |
 家得宝HD |
| 1.59% | 1.55% | $298.5万 | 7,781股 | $264.0万 | 7,618股 | +163股+2.14% | 加仓 |
 ZscalerZS |
| 1.57% | 2.05% | $296.0万 | 1.5万股 | $348.6万 | 1.6万股 | -372股-2.36% | 减仓 |
 ShopifySHOP |
| 1.56% | 1.75% | $294.1万 | 3.8万股 | $297.8万 | 3.8万股 | -112股-0.29% | 减仓 |
 苹果AAPL |
| 1.54% | 1.89% | $289.6万 | 1.7万股 | $321.2万 | 1.7万股 | +207股+1.24% | 加仓 |
 沃尔玛WMT |
| 1.52% | 1.41% | $285.8万 | 4.8万股 | $240.3万 | 1.5万股 | +3.2万股+211.68% | 加仓 |
| SSUNRUNRUN |
| 1.45% | 2.15% | $272.6万 | 20.7万股 | $366.7万 | 18.7万股 | +2.0万股+10.72% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.39% | — | $261.6万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 联合健康UNH |
| 1.39% | 1.59% | $260.9万 | 5,275股 | $270.8万 | 5,144股 | +131股+2.55% | 加仓 |
 DANAHER DEL COMDHR |
| 1.36% | 1.34% | $255.8万 | 1.0万股 | $227.7万 | 9,842股 | +401股+4.07% | 加仓 |
 雷神技术RTX |
| 1.35% | 1.25% | $254.2万 | 2.6万股 | $212.1万 | 2.5万股 | +857股+3.40% | 加仓 |
 霍尼韦尔HON |
| 1.32% | 1.45% | $248.5万 | 1.2万股 | $246.4万 | 1.2万股 | +357股+3.04% | 加仓 |
 德州仪器TXN |
| 1.31% | 1.38% | $246.1万 | 1.4万股 | $235.0万 | 1.4万股 | +338股+2.45% | 加仓 |
 百事可乐PEP |
| 1.27% | 1.29% | $239.4万 | 1.4万股 | $219.0万 | 1.3万股 | +788股+6.11% | 加仓 |
 CELSIUSCELH |
| 1.25% | 0.92% | $235.5万 | 2.8万股 | $157.3万 | 2.9万股 | -446股-1.55% | 减仓 |
 美敦力MDT |
| 1.24% | 1.31% | $234.1万 | 2.7万股 | $222.8万 | 2.7万股 | -189股-0.70% | 减仓 |
 AIRBNB COM CL AABNB |
| 1.15% | 1.04% | $216.2万 | 1.3万股 | $176.9万 | 1.3万股 | +111股+0.85% | 加仓 |
 露露乐蒙LULU |
| 1.14% | 1.64% | $213.6万 | 5,657股 | $279.2万 | 5,461股 | +196股+3.59% | 加仓 |
 WASTE MGMT DELWM |
| 1.13% | 1.04% | $213.0万 | 9,992股 | $176.3万 | 9,845股 | +147股+1.49% | 加仓 |
 史赛克SYK |
| 1.12% | 1.01% | $210.4万 | 5,878股 | $172.1万 | 5,747股 | +131股+2.28% | 加仓 |
 联合包裹UPSUPS |
| 1.1% | 1.21% | $207.0万 | 1.4万股 | $205.2万 | 1.3万股 | +873股+6.69% | 加仓 |
| PPGIM ULTRAPULS |
| 1.01% | — | $190.8万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| AASANAASAN |
| 0.97% | 1.22% | $182.9万 | 12.0万股 | $208.3万 | 11.0万股 | +1.0万股+9.54% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.96% | — | $181.2万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| SSPDR行业精选信托XLRE |
| 0.9% | 1.25% | $168.4万 | 4.0万股 | $212.4万 | 5.1万股 | -1.1万股-21.03% | 减仓 |
 ADOBE COMADBE |
| 0.64% | 0.71% | $119.9万 | 2,377股 | $120.2万 | 2,014股 | +363股+18.02% | 加仓 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 0.57% | 1.27% | $108.0万 | 9.9万股 | $216.5万 | 9.2万股 | +6,375股+6.91% | 加仓 |
| NNIKOLA CORP |
| 0.57% | 0.53% | $106.9万 | 102.8万股 | $89.9万 | 102.7万股 | +500股+0.05% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.31% | 0.31% | $58.4万 | 9,573股 | $53.1万 | 9,544股 | +29股+0.30% | 加仓 |
