| SSPDR行业精选信托XLK |
| 5.46% | 4.12% | $783.8万 | 4.1万股 | $565.2万 | 4.3万股 | -1,388股-3.26% | 减仓 |
 微软MSFT |
| 4.21% | 4.52% | $603.6万 | 1.6万股 | $619.6万 | 1.7万股 | -556股-3.32% | 减仓 |
 谷歌AGOOGL |
| 3.22% | 2.83% | $462.4万 | 1.3万股 | $388.4万 | 1.4万股 | -566股-4.19% | 减仓 |
 苹果AAPL |
| 3.21% | 5.01% | $460.5万 | 1.6万股 | $687.3万 | 2.7万股 | -1.1万股-41.24% | 减仓 |
 英伟达NVDA |
| 3.07% | 2.73% | $440.3万 | 2.2万股 | $374.4万 | 2.1万股 | +536股+2.50% | 加仓 |
| V先锋领航指数基金VOO |
| 2.69% | 2.41% | $386.3万 | 5,624股 | $330.4万 | 5,530股 | +94股+1.70% | 加仓 |
| V先锋领航·MIDVO |
| 2.61% | 2.43% | $373.7万 | 4.6万股 | $333.0万 | 1.2万股 | +3.5万股+300.00% | 加仓 |
 亚马逊AMZN |
| 2.29% | 2.23% | $327.8万 | 1.4万股 | $305.1万 | 1.5万股 | -894股-6.10% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.2% | 2.13% | $315.3万 | 2.0万股 | $291.3万 | 2.0万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 2.2% | 2.22% | $315.2万 | 2.7万股 | $304.8万 | 2.8万股 | -1,100股-3.93% | 减仓 |
 AMD超威AMD |
| 2.13% | 0.84% | $305.9万 | 5,266股 | $115.0万 | 5,652股 | -386股-6.83% | 减仓 |
| I景顺QQQ信托VOO |
| 2.03% | 2.05% | $291.5万 | 3,958股 | $280.3万 | 4,857股 | -899股-18.51% | 减仓 |
 BANK OF MARIN BANCORP COMBMRC |
| 1.87% | 1.81% | $268.8万 | 9.7万股 | $248.7万 | 9.7万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VOX |
| 1.79% | 1.83% | $256.3万 | 1.4万股 | $250.6万 | 1.4万股 | 00.00% | 持仓不变 |
 好市多COST |
| 1.74% | 2.07% | $249.8万 | 2,670股 | $284.0万 | 2,850股 | -180股-6.32% | 减仓 |
| S道富XLI |
| 1.56% | 1.41% | $224.0万 | 1.2万股 | $193.9万 | 1.2万股 | +108股+0.90% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.51% | 1.25% | $217.3万 | 4,342股 | $171.9万 | 3,587股 | +755股+21.05% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.51% | 1.5% | $215.9万 | 8.9万股 | $205.2万 | 8.5万股 | +4,883股+5.78% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.45% | 1.32% | $207.5万 | 2,779股 | $180.7万 | 2,779股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.32% | 1.22% | $190.0万 | 2,537股 | $167.4万 | 2,562股 | -25股-0.98% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.23% | 1.18% | $175.9万 | 3.3万股 | $162.0万 | 3.3万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VFH |
| 1.22% | 1.17% | $174.4万 | 1.3万股 | $160.1万 | 1.3万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 1.2% | 1% | $171.9万 | 1.0万股 | $136.7万 | 1.1万股 | -1,015股-9.11% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.19% | 1.34% | $170.0万 | 1.6万股 | $184.1万 | 1.7万股 | -740股-4.46% | 减仓 |
 DANAHER DEL COMDHR |
| 1.18% | 1.02% | $168.9万 | 8,866股 | $139.5万 | 7,360股 | +1,506股+20.46% | 加仓 |
 VisaV |
| 1.11% | 1.02% | $159.0万 | 4,634股 | $139.7万 | 4,622股 | +12股+0.26% | 加仓 |
 礼来LLY |
| 1.08% | 0.95% | $155.0万 | 1,292股 | $130.5万 | 1,419股 | -127股-8.95% | 减仓 |
| SSPDR行业精选信托XLP |
| 1.05% | 1.09% | $150.5万 | 1.8万股 | $149.4万 | 1.8万股 | -104股-0.57% | 减仓 |
 Arm控股ARM |
| 1.04% | 0.64% | $149.1万 | 4,205股 | $87.4万 | 5,775股 | -1,570股-27.19% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.93% | 0.92% | $132.8万 | 2.7万股 | $125.6万 | 2.6万股 | +1,279股+4.89% | 加仓 |
| BBANK OF AMERBAC |
| 0.92% | 0.86% | $131.4万 | 2.3万股 | $118.3万 | 2.4万股 | -1,200股-4.95% | 减仓 |
| V先锋领航指数基金VB |
| 0.91% | 0.82% | $130.3万 | 4,300股 | $112.6万 | 4,300股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.9% | 0.86% | $128.8万 | 3,936股 | $118.3万 | 4,021股 | -85股-2.11% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.89% | 0.88% | $127.4万 | 1.2万股 | $120.1万 | 1.2万股 | -101股-0.82% | 减仓 |
 PALO ALTOPANW |
| 0.84% | 0.41% | $120.7万 | 3,538股 | $56.8万 | 3,542股 | -4股-0.11% | 减仓 |
| V先锋领航指数基金VXF |
| 0.84% | 0.74% | $119.9万 | 4,868股 | $101.2万 | 4,917股 | -49股-1.00% | 减仓 |
| IiShares安硕信托TIP |
| 0.82% | 0.82% | $118.1万 | 1.1万股 | $112.8万 | 1.0万股 | +574股+5.62% | 加仓 |
| T赛默飞世尔TMO |
| 0.82% | 0.74% | $117.8万 | 2,350股 | $102.1万 | 2,077股 | +273股+13.14% | 加仓 |
| IiShares安硕信托GJS |
| 0.73% | 1.06% | $104.5万 | 4.6万股 | $144.7万 | 6.3万股 | -1.7万股-27.32% | 减仓 |
| IiShares安硕信托PFF |
| 0.71% | 0.72% | $102.3万 | 3.4万股 | $98.2万 | 3.2万股 | +1,174股+3.63% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.71% | 0.95% | $101.6万 | 1.4万股 | $129.9万 | 2.0万股 | -6,013股-29.67% | 减仓 |
| SSPDR道富系列信托SPDG |
| 0.7% | 0.64% | $100.1万 | 2.2万股 | $88.0万 | 2.1万股 | +486股+2.30% | 加仓 |
 高盛GS |
| 0.64% | 0.56% | $91.5万 | 905股 | $76.6万 | 905股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.62% | 0.58% | $88.4万 | 2,389股 | $80.0万 | 2,493股 | -104股-4.17% | 减仓 |
| V先锋领航债券指数基金BLV |
| 0.62% | 0.61% | $88.2万 | 1.3万股 | $83.8万 | 1.2万股 | +622股+5.11% | 加仓 |
 Meta平台META |
| 0.59% | 0.74% | $84.0万 | 1,491股 | $100.9万 | 1,763股 | -272股-15.43% | 减仓 |
 家得宝HD |
| 0.58% | 0.59% | $83.1万 | 2,357股 | $80.2万 | 2,440股 | -83股-3.40% | 减仓 |
 GE VernovaGEV |
| 0.54% | 0.49% | $77.7万 | 661股 | $66.9万 | 766股 | -105股-13.71% | 减仓 |
 史赛克SYK |
| 0.54% | 0.59% | $77.0万 | 2,446股 | $80.4万 | 2,446股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.53% | 0.65% | $75.8万 | 1,906股 | $88.8万 | 1,926股 | -20股-1.04% | 减仓 |
