| V先锋领航国际股票指数基金VT |
| 34.05% | 43.85% | $3,723.4万 | 23.7万股 | $2,735.3万 | 19.8万股 | +3.9万股+19.97% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 6.86% | — | $749.7万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 英伟达NVDA |
| 6.17% | 0.8% | $674.8万 | 3.4万股 | $49.9万 | 2,861股 | +3.1万股+1,078.85% | 加仓 |
| IiShares安硕IEMG |
| 5.35% | 6.83% | $584.9万 | 7.1万股 | $425.9万 | 6.1万股 | +9,543股+15.63% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 4.94% | 6.71% | $539.7万 | 6.1万股 | $418.7万 | 5.1万股 | +1.0万股+20.02% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.12% | 6.92% | $450.7万 | 9,007股 | $431.6万 | 9,007股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 4.08% | 7.23% | $446.5万 | 4.2万股 | $451.0万 | 4.2万股 | 00.00% | 持仓不变 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 3.65% | 6.38% | $399.4万 | 13.2万股 | $398.1万 | 11.2万股 | +2.0万股+17.84% | 加仓 |
 亚马逊AMZN |
| 3.41% | — | $373.0万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 苹果AAPL |
| 3.22% | — | $351.7万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| GGlobal X·COPPER MINERS ETFCOPX |
| 3.04% | — | $332.0万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 2.86% | — | $312.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| TTENET HEALTHCARETHC |
| 2.81% | 9.73% | $307.0万 | 1.6万股 | $606.9万 | 3.2万股 | -1.6万股-48.97% | 减仓 |
| VVanEck ETF信托GDX |
| 2.76% | 2.62% | $301.6万 | 4.0万股 | $163.5万 | 1.8万股 | +2.2万股+124.35% | 加仓 |
 IRENIREN |
| 1.69% | — | $185.1万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| GGlobal X·URANIUM ETFURA |
| 1.62% | — | $176.6万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| IICHORICHR |
| 1.6% | — | $174.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.58% | — | $172.3万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 博通AVGO |
| 1.48% | — | $161.6万 | 4,277股 | $0 | 0股 | +4,277股 | 新买入 |
 STANDEX INTLSXI |
| 1.46% | — | $160.2万 | 4,478股 | $0 | 0股 | +4,478股 | 新买入 |
| IiShares安硕EWZ |
| 0.68% | — | $74.8万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 甲骨文ORCL |
| 0.67% | — | $72.8万 | 4,969股 | $0 | 0股 | +4,969股 | 新买入 |
 ROCKET PHARMACEUTICALS INC COMRCKT |
| 0.56% | 1.03% | $61.1万 | 17.9万股 | $64.0万 | 17.9万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.56% | — | $60.7万 | 1,648股 | $0 | 0股 | +1,648股 | 新买入 |
 HEXCEL NEWHXL |
| 0.46% | — | $50.4万 | 5,037股 | $0 | 0股 | +5,037股 | 新买入 |
| VVanEck ETF信托OIH |
| 0.34% | — | $37.0万 | 994股 | $0 | 0股 | +994股 | 新买入 |
