 英伟达NVDA |
| 8.18% | 8.85% | $2,650.4万 | 13.2万股 | $2,306.0万 | 13.2万股 | +239股+0.18% | 加仓 |
 谷歌AGOOGL |
| 7.81% | 7.79% | $2,531.8万 | 7.1万股 | $2,030.6万 | 7.1万股 | +230股+0.33% | 加仓 |
 礼来LLY |
| 5.63% | 5.36% | $1,826.4万 | 1.5万股 | $1,395.7万 | 1.5万股 | +53股+0.35% | 加仓 |
 迈威尔MRVL |
| 5.32% | 2.19% | $1,724.6万 | 5.8万股 | $571.2万 | 5.8万股 | +230股+0.40% | 加仓 |
 苹果AAPL |
| 5.14% | 5.61% | $1,666.7万 | 5.8万股 | $1,461.0万 | 5.8万股 | +34股+0.06% | 加仓 |
 GE VernovaGEV |
| 4.87% | 4.48% | $1,577.2万 | 1.3万股 | $1,167.4万 | 1.3万股 | +51股+0.38% | 加仓 |
 亚马逊AMZN |
| 4.79% | 5.19% | $1,552.4万 | 6.5万股 | $1,352.7万 | 6.5万股 | +186股+0.29% | 加仓 |
 特斯拉TSLA |
| 4.57% | 5% | $1,480.9万 | 3.5万股 | $1,302.3万 | 3.5万股 | +178股+0.51% | 加仓 |
 博通AVGO |
| 4.48% | 4.55% | $1,453.0万 | 3.8万股 | $1,186.0万 | 3.8万股 | +146股+0.38% | 加仓 |
 好市多COST |
| 4.28% | 5.66% | $1,388.4万 | 1.5万股 | $1,474.4万 | 1.5万股 | +45股+0.30% | 加仓 |
 泛林集团LRCX |
| 4.19% | 2.56% | $1,359.7万 | 3.1万股 | $667.6万 | 3.1万股 | +130股+0.42% | 加仓 |
 GE航空GE |
| 3.67% | 3.45% | $1,188.3万 | 3.2万股 | $898.8万 | 3.2万股 | +122股+0.39% | 加仓 |
 微软MSFT |
| 3.36% | 4.14% | $1,090.7万 | 2.9万股 | $1,078.2万 | 2.9万股 | +113股+0.39% | 加仓 |
| B纽约梅隆银行BK |
| 3.08% | 3.13% | $997.5万 | 6.9万股 | $816.2万 | 6.9万股 | +182股+0.26% | 加仓 |
| CCOMFORT SYS USAFIX |
| 2.78% | 2.9% | $902.8万 | 4,555股 | $755.7万 | 5,480股 | -925股-16.88% | 减仓 |
 高盛GS |
| 2.69% | 2.78% | $870.6万 | 8,608股 | $725.2万 | 8,572股 | +36股+0.42% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 2.55% | 2.71% | $826.7万 | 3.1万股 | $705.8万 | 3.1万股 | +123股+0.40% | 加仓 |
 Arista网络ANET |
| 2.5% | 2.24% | $809.3万 | 4.8万股 | $582.5万 | 4.7万股 | +196股+0.41% | 加仓 |
 VisaV |
| 2.32% | 2.53% | $751.1万 | 2.2万股 | $659.6万 | 2.2万股 | +67股+0.31% | 加仓 |
 VIKING ORD SHSVIK |
| 2.21% | 1.92% | $715.3万 | 6.8万股 | $499.6万 | 6.8万股 | +347股+0.51% | 加仓 |
 Meta平台META |
| 2.05% | 2.59% | $665.8万 | 1.2万股 | $673.6万 | 1.2万股 | +45股+0.38% | 加仓 |
 ROSS STORES COMROST |
| 1.61% | — | $522.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 1.6% | 1.8% | $519.1万 | 6,952股 | $468.3万 | 7,200股 | -248股-3.44% | 减仓 |
| VVICTORIAS SECRETVSXY |
| 1.54% | — | $500.8万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| CCAVACAVA |
| 1.32% | — | $428.7万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.07% | 0.99% | $348.3万 | 4,729股 | $256.8万 | 4,450股 | +279股+6.27% | 加仓 |
| G通用动力VTI |
| 0.77% | 0.83% | $248.3万 | 6,711股 | $215.3万 | 6,711股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.7% | 0.92% | $226.4万 | 1.5万股 | $239.6万 | 1.5万股 | -58股-0.39% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.46% | 0.55% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 CASEYS GEN STORESCASY |
| 0.41% | — | $131.8万 | 1,658股 | $0 | 0股 | +1,658股 | 新买入 |
| IiShares安硕信托ITOT |
| 0.39% | 0.42% | $126.6万 | 7,704股 | $109.7万 | 7,704股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.38% | 0.41% | $122.3万 | 9,850股 | $106.5万 | 2,498股 | +7,352股+294.32% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.29% | 0.31% | $95.2万 | 3,169股 | $81.3万 | 3,279股 | -110股-3.35% | 减仓 |
 EquinixEQIX |
| 0.26% | 0.32% | $83.4万 | 800股 | $82.3万 | 840股 | -40股-4.76% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.29% | $83.1万 | 2,353股 | $75.7万 | 2,640股 | -287股-10.87% | 减仓 |
| IiShares安硕·COREIJH |
| 0.24% | 0.26% | $76.2万 | 9,881股 | $68.9万 | 1.0万股 | -321股-3.15% | 减仓 |
| IiShares安硕信托AGG |
| 0.23% | 0.3% | $75.7万 | 7,646股 | $78.6万 | 7,914股 | -268股-3.39% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.18% | 0.2% | $58.2万 | 8,329股 | $52.0万 | 8,329股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.15% | 0.17% | $49.2万 | 657股 | $43.0万 | 659股 | -2股-0.30% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.14% | 0.16% | $45.9万 | 8,500股 | $40.4万 | 8,500股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.13% | 0.21% | $42.8万 | 2,585股 | $53.5万 | 2,585股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.12% | — | $39.7万 | 683股 | $0 | 0股 | +683股 | 新买入 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.12% | 0.13% | $38.1万 | 1.1万股 | $33.5万 | 1.2万股 | -232股-2.02% | 减仓 |
 沃尔玛WMT |
| 0.1% | 0.14% | $34.0万 | 3,000股 | $37.3万 | 3,000股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 0.1% | — | $31.2万 | 7,233股 | $0 | 0股 | +7,233股 | 新买入 |
| S嘉信策略信托SCHF |
| 0.08% | 0.09% | $26.6万 | 9,590股 | $23.2万 | 9,372股 | +218股+2.33% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.08% | 0.09% | $26.2万 | 640股 | $22.8万 | 640股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.08% | 0.09% | $25.7万 | 2,000股 | $24.1万 | 2,000股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.08% | 0.11% | $24.9万 | 330股 | $28.6万 | 330股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 0.07% | — | $24.1万 | 945股 | $0 | 0股 | +945股 | 新买入 |
