 英伟达NVDA |
| 40.7% | 20.83% | $3.18亿 | 201.2万股 | $1.13亿 | 103.9万股 | +97.3万股+93.70% | 加仓 |
| G通用动力VTI |
| 5.72% | 7.68% | $4,464.5万 | 14.7万股 | $4,149.4万 | 15.1万股 | -4,083股-2.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.11% | 5.64% | $3,208.0万 | 18.1万股 | $3,046.0万 | 19.5万股 | -1.4万股-7.24% | 减仓 |
 苹果AAPL |
| 4.07% | 6.7% | $3,176.7万 | 15.5万股 | $3,620.3万 | 16.3万股 | -8,152股-5.00% | 减仓 |
 微软MSFT |
| 3.79% | 4.02% | $2,959.5万 | 5.9万股 | $2,172.2万 | 5.8万股 | +1,633股+2.82% | 加仓 |
 波音BA |
| 2.75% | 3.52% | $2,145.7万 | 10.2万股 | $1,899.9万 | 11.1万股 | -8,990股-8.07% | 减仓 |
 谷歌AGOOGL |
| 2.25% | 2.97% | $1,759.9万 | 10.0万股 | $1,603.8万 | 10.4万股 | -3,846股-3.71% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.14% | 2.58% | $1,668.1万 | 29.3万股 | $1,395.0万 | 27.4万股 | +1.8万股+6.61% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 2.12% | 2.76% | $1,653.9万 | 4.9万股 | $1,492.0万 | 4.9万股 | +67股+0.14% | 加仓 |
 Meta平台META |
| 1.93% | 1.3% | $1,503.5万 | 2.0万股 | $701.4万 | 1.2万股 | +8,201股+67.39% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.73% | 2.33% | $1,347.3万 | 10.1万股 | $1,258.3万 | 9.8万股 | +3,494股+3.58% | 加仓 |
| V先锋领航全球基金VFH |
| 1.71% | 2.32% | $1,332.5万 | 10.5万股 | $1,254.8万 | 10.5万股 | -352股-0.34% | 减仓 |
| V先锋领航全球基金VGT |
| 1.5% | 1.76% | $1,175.0万 | 1.8万股 | $950.8万 | 1.8万股 | +185股+1.06% | 加仓 |
| V先锋领航·HEALTHVHT |
| 1.46% | 2.25% | $1,138.0万 | 4.6万股 | $1,217.1万 | 4.6万股 | -151股-0.33% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.4% | 1.7% | $1,090.2万 | 15.8万股 | $918.5万 | 14.8万股 | +9,875股+6.68% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.2% | 1.71% | $934.7万 | 1.7万股 | $922.7万 | 1.7万股 | -796股-4.60% | 减仓 |
| IiShares安硕信托IXN |
| 1.13% | 1.34% | $880.7万 | 9.5万股 | $722.3万 | 9.5万股 | +11股+0.01% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 1.09% | 1.38% | $851.1万 | 11.0万股 | $746.2万 | 10.6万股 | +3,531股+3.32% | 加仓 |
| IiShares安硕·COREIJH |
| 0.93% | 1.27% | $723.5万 | 11.7万股 | $686.3万 | 11.8万股 | -959股-0.82% | 减仓 |
 亚马逊AMZN |
| 0.86% | 1.08% | $671.5万 | 3.1万股 | $586.3万 | 3.1万股 | -207股-0.67% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.63% | 0.92% | $490.9万 | 9.9万股 | $496.9万 | 11.0万股 | -1.1万股-9.59% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.61% | 0.82% | $475.3万 | 7.5万股 | $445.7万 | 7.5万股 | +21股+0.03% | 加仓 |
 VisaV |
| 0.6% | 1% | $470.4万 | 1.3万股 | $540.3万 | 1.5万股 | -2,168股-14.06% | 减仓 |
 甲骨文ORCL |
| 0.54% | 0.18% | $421.3万 | 1.9万股 | $99.3万 | 7,100股 | +1.2万股+171.39% | 加仓 |
| V先锋领航指数基金VOO |
| 0.52% | 0.61% | $409.3万 | 7,206股 | $330.8万 | 6,438股 | +768股+11.93% | 加仓 |
| V先锋领航指数基金VXF |
| 0.49% | 0.64% | $384.9万 | 2.0万股 | $344.5万 | 2.0万股 | -29股-0.15% | 减仓 |
| V先锋领航·TOTALBND |
| 0.49% | 0.7% | $382.2万 | 5.2万股 | $376.7万 | 5.1万股 | +628股+1.22% | 加仓 |
| SSPDR道富指数基金GXC |
| 0.48% | 0.67% | $375.0万 | 4.3万股 | $360.0万 | 4.2万股 | +972股+2.32% | 加仓 |
| I景顺QQQ信托VOO |
| 0.45% | 0.6% | $348.3万 | 6,314股 | $324.0万 | 6,910股 | -596股-8.63% | 减仓 |
| V先锋领航全球基金VCR |
| 0.44% | 0.57% | $340.8万 | 9,406股 | $305.9万 | 9,397股 | +9股+0.10% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.44% | 0.62% | $340.3万 | 4.1万股 | $334.8万 | 4.1万股 | +86股+0.21% | 加仓 |
 好市多COST |
| 0.41% | 0.57% | $323.5万 | 3,268股 | $306.0万 | 3,236股 | +32股+0.99% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.23% | $320.8万 | 5,192股 | $123.7万 | 2,212股 | +2,980股+134.72% | 加仓 |
 特斯拉TSLA |
| 0.35% | 1.77% | $275.7万 | 8,680股 | $957.4万 | 3.7万股 | -2.8万股-76.50% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.33% | 0.44% | $254.6万 | 2.8万股 | $236.5万 | 2.9万股 | -459股-1.59% | 减仓 |
 摩根大通JPM |
| 0.32% | 0.4% | $251.4万 | 8,672股 | $216.3万 | 8,817股 | -145股-1.64% | 减仓 |
| V先锋领航指数基金VUG |
| 0.29% | 0.35% | $224.0万 | 5,110股 | $189.5万 | 5,110股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.28% | 0.33% | $218.3万 | 1.3万股 | $177.0万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.27% | 0.29% | $213.5万 | 3.5万股 | $157.8万 | 3.4万股 | +1,165股+3.46% | 加仓 |
 星巴克SBUX |
| 0.27% | 0.42% | $211.3万 | 2.3万股 | $225.7万 | 2.3万股 | +41股+0.18% | 加仓 |
| IiShares安硕信托ITOT |
| 0.27% | 0.35% | $208.4万 | 1.5万股 | $188.3万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.26% | 0.37% | $205.1万 | 2.3万股 | $199.0万 | 2.2万股 | +1,051股+4.78% | 加仓 |
 艾伯维ABBV |
| 0.26% | 0.81% | $203.7万 | 1.1万股 | $440.4万 | 2.1万股 | -1.0万股-47.80% | 减仓 |
| IiShares安硕信托FXI |
| 0.22% | 0.32% | $172.5万 | 4.7万股 | $170.3万 | 4.8万股 | -593股-1.25% | 减仓 |
| IiShares安硕信托IVV |
| 0.22% | 0.31% | $170.1万 | 2,740股 | $165.8万 | 2,950股 | -210股-7.12% | 减仓 |
| DDOORDASHDASH |
| 0.2% | 0.37% | $159.5万 | 6,471股 | $202.5万 | 1.1万股 | -4,611股-41.61% | 减仓 |
 礼来LLY |
| 0.19% | 0.34% | $148.6万 | 1,906股 | $181.6万 | 2,199股 | -293股-13.32% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.19% | 0.22% | $148.5万 | 4,818股 | $119.2万 | 4,686股 | +132股+2.82% | 加仓 |
| IiShares安硕信托DSI |
| 0.18% | 0.23% | $139.4万 | 1.2万股 | $122.9万 | 1.2万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.18% | 0.31% | $138.9万 | 1.3万股 | $165.3万 | 1.4万股 | -1,017股-7.32% | 减仓 |
