| I景顺QQQ信托VOO |
| 7.53% | 6.88% | $4,311.4万 | 5.9万股 | $3,380.5万 | 5.9万股 | -23股-0.04% | 减仓 |
 亚马逊AMZN |
| 7.22% | 6.56% | $4,133.5万 | 17.3万股 | $3,221.8万 | 15.5万股 | +1.9万股+12.11% | 加仓 |
 谷歌AGOOGL |
| 5.9% | 5.52% | $3,379.8万 | 9.5万股 | $2,710.7万 | 9.4万股 | +307股+0.33% | 加仓 |
 VanEck ETF信托SMH |
| 5.78% | 3.11% | $3,313.1万 | 5.1万股 | $1,527.8万 | 4.0万股 | +1.1万股+26.76% | 加仓 |
 苹果AAPL |
| 5.28% | 5.38% | $3,023.2万 | 10.4万股 | $2,646.1万 | 10.4万股 | +213股+0.20% | 加仓 |
 英伟达NVDA |
| 4.53% | 3.79% | $2,594.5万 | 13.0万股 | $1,862.1万 | 10.7万股 | +2.3万股+21.44% | 加仓 |
 微软MSFT |
| 3.99% | 4.54% | $2,286.9万 | 6.1万股 | $2,232.2万 | 6.0万股 | +1,006股+1.67% | 加仓 |
 Meta平台META |
| 3.14% | 2.45% | $1,798.5万 | 3.2万股 | $1,206.4万 | 2.1万股 | +1.1万股+51.42% | 加仓 |
| IiShares安硕信托IVW |
| 2.91% | 2.76% | $1,669.1万 | 12.1万股 | $1,358.3万 | 12.0万股 | +1,281股+1.07% | 加仓 |
 CrowdStrikeCRWD |
| 2.06% | 1.29% | $1,179.1万 | 1.5万股 | $636.3万 | 1.6万股 | -848股-5.20% | 减仓 |
 联合健康UNH |
| 1.99% | 1.54% | $1,139.5万 | 2.7万股 | $756.3万 | 2.8万股 | -534股-1.91% | 减仓 |
 布鲁克菲尔德BN |
| 1.92% | 2.13% | $1,098.7万 | 25.8万股 | $1,044.9万 | 25.8万股 | -219股-0.08% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.7% | 1.6% | $971.2万 | 2.7万股 | $788.5万 | 2.7万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.69% | 1.74% | $968.1万 | 2.8万股 | $856.5万 | 2.8万股 | -121股-0.43% | 减仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 1.62% | 1.48% | $927.6万 | 2.6万股 | $728.6万 | 2.9万股 | -3,229股-11.11% | 减仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 1.48% | 1.75% | $849.7万 | 18.9万股 | $858.8万 | 19.3万股 | -3,759股-1.95% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.46% | 1.68% | $836.2万 | 1.7万股 | $824.1万 | 1.7万股 | -488股-2.84% | 减仓 |
 威廉姆斯WMB |
| 1.44% | 1.8% | $825.0万 | 11.1万股 | $886.0万 | 12.2万股 | -1.1万股-8.84% | 减仓 |
 汽车地带AZO |
| 1.43% | 1.77% | $820.1万 | 2,566股 | $872.1万 | 2,582股 | -16股-0.62% | 减仓 |
| EELEMENT SOLUTIONSESI |
| 1.34% | 1.28% | $770.2万 | 16.1万股 | $628.6万 | 18.4万股 | -2.3万股-12.40% | 减仓 |
 迈威尔MRVL |
| 1.24% | 0.48% | $709.0万 | 2.4万股 | $235.7万 | 2.4万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 1.17% | 1.32% | $669.7万 | 2.0万股 | $649.1万 | 2.1万股 | -1,660股-7.74% | 减仓 |
 穆迪MCO |
| 1.17% | 1.35% | $668.6万 | 1.5万股 | $664.3万 | 1.5万股 | -467股-3.07% | 减仓 |
 林德LIN |
| 1.15% | 1.32% | $660.4万 | 1.3万股 | $646.8万 | 1.3万股 | -320股-2.45% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.14% | 1.35% | $654.7万 | 7.1万股 | $662.8万 | 7.2万股 | -706股-0.98% | 减仓 |
 芝加哥期权交易所CBOE |
| 1.11% | 1.51% | $634.3万 | 2.6万股 | $739.7万 | 2.6万股 | -180股-0.68% | 减仓 |
| T赛默飞世尔TMO |
| 1.11% | 1.29% | $633.0万 | 1.3万股 | $631.9万 | 1.3万股 | -230股-1.79% | 减仓 |
 黑石集团BX |
| 1.1% | 1.3% | $628.5万 | 5.3万股 | $638.0万 | 5.5万股 | -2,070股-3.73% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.09% | 1.23% | $627.0万 | 7.2万股 | $605.4万 | 7.7万股 | -4,603股-5.98% | 减仓 |
| N新纪元能源NEE |
| 1.06% | 1.25% | $606.9万 | 6.9万股 | $616.2万 | 6.6万股 | +2,803股+4.23% | 加仓 |
 AMD超威AMD |
| 1.06% | 0.43% | $604.7万 | 1.0万股 | $211.7万 | 1.0万股 | +1股+0.01% | 加仓 |
| HHERCHRI |
| 1.04% | 0.82% | $596.2万 | 4.2万股 | $401.5万 | 4.0万股 | +1,257股+3.12% | 加仓 |
 赛富时CRM |
| 1.04% | 1.46% | $594.9万 | 3.8万股 | $719.5万 | 3.9万股 | -565股-1.47% | 减仓 |
 IDEXX LABS COMIDXX |
| 1.02% | 1.21% | $581.6万 | 1.1万股 | $596.6万 | 1.1万股 | +431股+4.06% | 加仓 |
 标普全球SPGI |
| 0.94% | 1.16% | $536.3万 | 1.3万股 | $569.5万 | 1.3万股 | -222股-1.66% | 减仓 |
 空气化工APD |
| 0.93% | 1.09% | $532.1万 | 1.8万股 | $534.8万 | 1.8万股 | -259股-1.41% | 减仓 |
 波音BA |
| 0.92% | 1.03% | $524.6万 | 2.4万股 | $504.2万 | 2.5万股 | -1,096股-4.33% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.9% | 0.73% | $517.3万 | 2.7万股 | $360.7万 | 2.7万股 | +12股+0.04% | 加仓 |
 EquifaxEFX |
| 0.9% | 1.21% | $516.4万 | 3.3万股 | $596.3万 | 3.3万股 | -579股-1.75% | 减仓 |
 特斯拉TSLA |
| 0.89% | 0.85% | $508.9万 | 1.2万股 | $418.3万 | 1.1万股 | +847股+7.53% | 加仓 |
 阿里巴巴BABA |
| 0.85% | 1.29% | $487.6万 | 5.1万股 | $634.9万 | 5.1万股 | +196股+0.39% | 加仓 |
 史赛克SYK |
| 0.77% | 1.24% | $442.6万 | 1.4万股 | $609.9万 | 1.9万股 | -4,503股-24.26% | 减仓 |
 RELX SPONSORED ADRRELX |
| 0.74% | 0.91% | $423.7万 | 13.4万股 | $447.0万 | 13.5万股 | -1,059股-0.79% | 减仓 |
| F富达·COMWLTH TRONEQ |
| 0.71% | 0.67% | $404.7万 | 3.9万股 | $330.8万 | 3.9万股 | +245股+0.63% | 加仓 |
| UUnityU |
| 0.67% | 0.59% | $383.9万 | 13.4万股 | $290.3万 | 13.2万股 | +1,995股+1.51% | 加仓 |
 ZOETIS CL AZTS |
| 0.65% | 1.26% | $371.8万 | 5.2万股 | $620.4万 | 5.2万股 | -745股-1.42% | 减仓 |
 COPART COMCPRT |
| 0.63% | 0.88% | $363.5万 | 12.9万股 | $433.5万 | 13.1万股 | -1,643股-1.26% | 减仓 |
 VeevaVEEV |
| 0.59% | 0.68% | $336.3万 | 1.9万股 | $334.6万 | 1.9万股 | -102股-0.54% | 减仓 |
| V先锋领航指数基金VUG |
| 0.55% | 0.54% | $314.5万 | 3.7万股 | $267.4万 | 6,121股 | +3.0万股+496.57% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.46% | 0.45% | $261.4万 | 3,500股 | $221.0万 | 3,398股 | +102股+3.00% | 加仓 |
