 HELIOS TECHNOLOGIESHLIO |
| 27.26% | 22.47% | $1.02亿 | 114.7万股 | $7,466.9万 | 115.4万股 | -7,238股-0.63% | 减仓 |
 英伟达NVDA |
| 16.24% | 16.72% | $6,097.8万 | 30.5万股 | $5,555.2万 | 31.9万股 | -1.4万股-4.33% | 减仓 |
 CENTRUS ENERGY CL ALEU |
| 6.65% | 8.04% | $2,496.7万 | 14.9万股 | $2,672.3万 | 15.4万股 | -5,213股-3.39% | 减仓 |
 思科CSCO |
| 5.96% | 4.51% | $2,238.0万 | 19.1万股 | $1,499.2万 | 19.3万股 | -2,689股-1.39% | 减仓 |
 摩根大通JPM |
| 5.16% | 5.26% | $1,938.0万 | 5.9万股 | $1,747.1万 | 5.9万股 | -186股-0.31% | 减仓 |
| EEVERPURE CL AEVPR |
| 4.15% | 3.54% | $1,559.3万 | 19.8万股 | $1,175.5万 | 19.9万股 | -1,186股-0.60% | 减仓 |
 亚马逊AMZN |
| 4.1% | 4.06% | $1,540.2万 | 6.5万股 | $1,349.5万 | 6.5万股 | -175股-0.27% | 减仓 |
 MERCADOLIBRE COMMELI |
| 2.86% | 3.37% | $1,072.8万 | 6,320股 | $1,118.3万 | 6,468股 | -148股-2.29% | 减仓 |
| IiShares比特币ETFIBIT |
| 2.13% | 2.79% | $797.9万 | 24.0万股 | $925.7万 | 24.1万股 | -1,244股-0.52% | 减仓 |
 贝莱德·INC COMBLK |
| 2.05% | 2.31% | $769.0万 | 7,997股 | $769.0万 | 7,996股 | +1股+0.01% | 加仓 |
 Meta平台META |
| 2.02% | 4.86% | $756.6万 | 1.3万股 | $1,613.5万 | 2.8万股 | -1.5万股-52.37% | 减仓 |
 苹果AAPL |
| 1.39% | 1.39% | $521.6万 | 1.8万股 | $462.1万 | 1.8万股 | -182股-1.00% | 减仓 |
 希捷STX |
| 1.38% | 0.88% | $518.6万 | 5,374股 | $293.6万 | 7,494股 | -2,120股-28.29% | 减仓 |
 艾伯维ABBV |
| 1.22% | 1.19% | $456.3万 | 1.8万股 | $394.6万 | 1.8万股 | -10股-0.06% | 减仓 |
 康明斯CMI |
| 1.13% | 0.98% | $423.6万 | 5,940股 | $324.8万 | 6,037股 | -97股-1.61% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.04% | 1.14% | $388.7万 | 2.5万股 | $380.3万 | 2.6万股 | -1,083股-4.22% | 减仓 |
 捷普JBL |
| 0.98% | 0.77% | $367.3万 | 9,529股 | $255.7万 | 9,625股 | -96股-1.00% | 减仓 |
 艾默生电气EMR |
| 0.9% | 0.95% | $339.1万 | 2.4万股 | $314.5万 | 2.4万股 | -315股-1.31% | 减仓 |
 博通AVGO |
| 0.7% | 0.65% | $264.0万 | 6,989股 | $217.3万 | 7,021股 | -32股-0.46% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.69% | 0.68% | $258.8万 | 2.6万股 | $225.3万 | 2.4万股 | +2,451股+10.25% | 加仓 |
| V先锋领航·INSTL INDEX FDVGUS |
| 0.53% | — | $200.5万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 PALO ALTOPANW |
| 0.47% | — | $177.2万 | 5,197股 | $0 | 0股 | +5,197股 | 新买入 |
 特斯拉TSLA |
| 0.46% | — | $173.7万 | 4,129股 | $0 | 0股 | +4,129股 | 新买入 |
| RROCKET LAB COMRKLB |
| 0.4% | 0.31% | $151.5万 | 1.5万股 | $102.1万 | 1.6万股 | -1,000股-6.29% | 减仓 |
| MMARA HLDGS INCMARA |
| 0.4% | 0.15% | $149.6万 | 10.8万股 | $51.2万 | 6.3万股 | +4.5万股+71.74% | 加仓 |
| IiShares安硕信托IVV |
| 0.39% | 0.37% | $145.1万 | 1,938股 | $123.4万 | 1,890股 | +48股+2.54% | 加仓 |
 OLD SECOND BANCORP DELOSBC |
| 0.38% | 0.57% | $142.3万 | 6.1万股 | $189.6万 | 9.4万股 | -3.3万股-35.15% | 减仓 |
 AMD超威AMD |
| 0.37% | 0.17% | $139.5万 | 2,402股 | $55.2万 | 2,712股 | -310股-11.43% | 减仓 |
 WELLTOWER COMWELL |
| 0.31% | 0.31% | $116.5万 | 5,135股 | $101.5万 | 5,135股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.3% | 0.36% | $111.5万 | 3,162股 | $118.4万 | 3,600股 | -438股-12.17% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.3% | 0.26% | $111.2万 | 5,374股 | $86.9万 | 5,374股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.28% | 0.31% | $106.8万 | 8,311股 | $103.8万 | 8,632股 | -321股-3.72% | 减仓 |
 ALLY FINLALLY |
| 0.28% | 2.73% | $106.1万 | 2.3万股 | $905.6万 | 2.3万股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 0.27% | 0.3% | $102.4万 | 2.1万股 | $98.9万 | 2.1万股 | 00.00% | 持仓不变 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.27% | 0.35% | $100.7万 | 1.2万股 | $116.9万 | 1.4万股 | -2,033股-14.08% | 减仓 |
 沃尔玛WMT |
| 0.27% | 0.33% | $100.1万 | 8,834股 | $109.8万 | 8,834股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.26% | 0.33% | $96.3万 | 1.1万股 | $109.0万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.25% | — | $95.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 MCKESSON COMMCK |
| 0.23% | 0.3% | $86.1万 | 1,140股 | $98.7万 | 1,140股 | 00.00% | 持仓不变 |
 马拉松石油MPC |
| 0.21% | 0.23% | $79.6万 | 3,114股 | $76.0万 | 3,114股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.21% | 0.2% | $79.2万 | 2,612股 | $66.6万 | 2,542股 | +70股+2.75% | 加仓 |
| IiShares安硕信托IXUS |
| 0.2% | 0.2% | $75.3万 | 7,887股 | $66.4万 | 7,664股 | +223股+2.91% | 加仓 |
| V先锋领航·MIDVO |
| 0.2% | 0.19% | $75.1万 | 9,318股 | $64.0万 | 2,228股 | +7,090股+318.22% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.18% | $74.2万 | 2,100股 | $60.2万 | 2,100股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.2% | 0.07% | $73.5万 | 2,468股 | $24.0万 | 2,423股 | +45股+1.86% | 加仓 |
 迪尔DE |
| 0.19% | 0.19% | $69.5万 | 1,095股 | $61.7万 | 1,095股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 0.16% | 0.17% | $61.5万 | 6,251股 | $57.6万 | 6,251股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.16% | 0.17% | $60.5万 | 1,210股 | $55.1万 | 1,150股 | +60股+5.22% | 加仓 |
 LOWES COS COMLOW |
| 0.16% | 0.19% | $59.1万 | 2,679股 | $63.3万 | 2,679股 | 00.00% | 持仓不变 |
 METLIFE COMMET |
| 0.16% | 0.13% | $58.7万 | 6,937股 | $42.8万 | 6,052股 | +885股+14.62% | 加仓 |
