 苹果AAPL |
| 7.22% | 7.36% | $4,410.9万 | 15.2万股 | $3,818.6万 | 15.0万股 | +1,973股+1.31% | 加仓 |
 英伟达NVDA |
| 4.35% | 4.39% | $2,657.5万 | 13.3万股 | $2,278.7万 | 13.1万股 | +2,156股+1.65% | 加仓 |
 微软MSFT |
| 2.79% | 3.04% | $1,707.0万 | 4.6万股 | $1,576.7万 | 4.3万股 | +3,167股+7.44% | 加仓 |
 亚马逊AMZN |
| 2.63% | 2.75% | $1,609.9万 | 6.8万股 | $1,428.6万 | 6.9万股 | -1,048股-1.53% | 减仓 |
| MMORGAN STANLEY ETF TRUSTEVSD |
| 2.41% | 2.56% | $1,474.6万 | 29.0万股 | $1,325.6万 | 26.0万股 | +3.0万股+11.43% | 加仓 |
| FFEDERATED HERMES ETF TRUSTFTRB |
| 2.27% | 2.33% | $1,390.4万 | 55.4万股 | $1,209.1万 | 48.1万股 | +7.3万股+15.22% | 加仓 |
| S嘉信策略信托SCHD |
| 2.13% | 2.26% | $1,299.5万 | 41.0万股 | $1,170.7万 | 38.2万股 | +2.8万股+7.40% | 加仓 |
| IiShares安硕信托IVV |
| 1.95% | 1.96% | $1,194.2万 | 1.6万股 | $1,018.9万 | 1.6万股 | +348股+2.23% | 加仓 |
 谷歌AGOOGL |
| 1.72% | 1.63% | $1,052.0万 | 2.9万股 | $843.5万 | 2.9万股 | +103股+0.35% | 加仓 |
 摩根大通JPM |
| 1.63% | 1.77% | $998.6万 | 3.1万股 | $920.5万 | 3.1万股 | -785股-2.51% | 减仓 |
 泛林集团LRCX |
| 1.52% | 0.88% | $931.2万 | 2.1万股 | $458.9万 | 2.1万股 | +13股+0.06% | 加仓 |
| EEQUABLE SHARES HEDGED EQUITY ETFHEDG |
| 1.5% | 1.56% | $917.9万 | 30.6万股 | $810.3万 | 28.0万股 | +2.6万股+9.42% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.5% | 1.37% | $916.9万 | 11.1万股 | $711.7万 | 10.0万股 | +1.1万股+11.30% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.49% | 1.42% | $909.9万 | 2.6万股 | $735.4万 | 2.6万股 | +115股+0.45% | 加仓 |
| CCIPHER DIGITALCIFR |
| 1.4% | — | $857.5万 | 35.0万股 | $0 | 0股 | +35.0万股 | 新买入 |
 特斯拉TSLA |
| 1.36% | 1.36% | $832.8万 | 2.0万股 | $707.2万 | 1.9万股 | +776股+4.08% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.36% | 1.52% | $831.3万 | 1.7万股 | $786.4万 | 1.6万股 | +201股+1.22% | 加仓 |
 Meta平台META |
| 1.28% | 1.48% | $779.5万 | 1.4万股 | $769.4万 | 1.3万股 | +389股+2.89% | 加仓 |
| V先锋领航指数基金VOO |
| 1.24% | 1.2% | $760.7万 | 1.1万股 | $621.6万 | 1.0万股 | +672股+6.46% | 加仓 |
| V先锋领航指数基金VUG |
| 1.21% | 1.08% | $736.9万 | 8.6万股 | $562.0万 | 1.3万股 | +7.3万股+564.93% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.2% | 1.39% | $735.5万 | 6.2万股 | $722.9万 | 6.5万股 | -2,713股-4.18% | 减仓 |
 强生JNJ |
| 1.02% | 1.2% | $626.0万 | 2.5万股 | $624.4万 | 2.6万股 | -897股-3.51% | 减仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 1% | 0.7% | $610.1万 | 7.8万股 | $365.3万 | 5.5万股 | +2.3万股+42.92% | 加仓 |
 高盛GS |
| 0.97% | 0.95% | $594.6万 | 5,879股 | $493.9万 | 5,838股 | +41股+0.70% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.86% | 0.9% | $522.7万 | 7,000股 | $465.6万 | 7,159股 | -159股-2.22% | 减仓 |
 雷神技术RTX |
| 0.85% | 0.99% | $516.7万 | 2.7万股 | $513.4万 | 2.7万股 | +619股+2.33% | 加仓 |
 VisaV |
| 0.82% | 0.8% | $502.0万 | 1.5万股 | $413.9万 | 1.4万股 | +939股+6.86% | 加仓 |
| IiShares安硕信托SGOV |
| 0.74% | 0.28% | $450.8万 | 4.5万股 | $145.6万 | 1.4万股 | +3.0万股+209.57% | 加仓 |
 雪佛龙CVX |
| 0.7% | 1.06% | $428.0万 | 2.6万股 | $550.5万 | 2.7万股 | -784股-2.95% | 减仓 |
| SSPDR黄金信托GLD |
| 0.68% | 0.96% | $416.7万 | 1.1万股 | $500.3万 | 1.2万股 | -316股-2.72% | 减仓 |
 家得宝HD |
| 0.67% | 0.65% | $407.2万 | 1.2万股 | $337.6万 | 1.0万股 | +1,283股+12.50% | 加仓 |
| HHarbor Etf Trust Commodity All-Weather StrategyHGER |
| 0.66% | 0.72% | $404.9万 | 13.8万股 | $375.3万 | 12.1万股 | +1.7万股+14.04% | 加仓 |
 黑石集团BX |
| 0.66% | 0.84% | $404.7万 | 3.4万股 | $437.0万 | 3.8万股 | -3,613股-9.51% | 减仓 |
| N新纪元能源NEE |
| 0.64% | 0.75% | $388.5万 | 4.4万股 | $389.5万 | 4.2万股 | +2,322股+5.54% | 加仓 |
 礼来LLY |
| 0.63% | 0.46% | $387.4万 | 3,230股 | $238.2万 | 2,590股 | +640股+24.71% | 加仓 |
| F第一信托交易所交易基金FSIG |
| 0.63% | 0.36% | $383.0万 | 20.3万股 | $188.6万 | 10.0万股 | +10.4万股+103.94% | 加仓 |
 波音BA |
| 0.61% | 0.65% | $375.5万 | 1.7万股 | $335.7万 | 1.7万股 | +479股+2.84% | 加仓 |
 CHUBB LIMITEDCB |
| 0.59% | 0.64% | $358.7万 | 1.1万股 | $333.5万 | 1.0万股 | +295股+2.88% | 加仓 |
 好市多COST |
| 0.58% | 0.73% | $357.4万 | 3,821股 | $380.3万 | 3,816股 | +5股+0.13% | 加仓 |
 威廉姆斯WMB |
| 0.57% | 0.64% | $347.3万 | 4.7万股 | $333.5万 | 4.6万股 | +901股+1.97% | 加仓 |
| F第一信托交易所交易基金CAAA |
| 0.56% | 0.37% | $344.5万 | 17.0万股 | $191.4万 | 9.4万股 | +7.5万股+79.87% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.56% | 0.62% | $343.1万 | 2.2万股 | $323.7万 | 2.2万股 | -146股-0.67% | 减仓 |
| PPROLOGIS COMPLD |
| 0.56% | 0.63% | $342.3万 | 2.5万股 | $326.3万 | 2.5万股 | +586股+2.37% | 加仓 |
 宝洁PG |
| 0.56% | 0.58% | $339.8万 | 2.3万股 | $300.5万 | 2.1万股 | +2,365股+11.37% | 加仓 |
| I景顺·S&PSPHQ |
| 0.52% | 0.44% | $314.9万 | 3.5万股 | $229.1万 | 3.0万股 | +4,483股+14.71% | 加仓 |
 星巴克SBUX |
| 0.51% | 0.51% | $313.2万 | 3.1万股 | $264.5万 | 3.0万股 | +1,119股+3.79% | 加仓 |
 AMGEN COMAMGN |
| 0.5% | 0.57% | $307.8万 | 8,500股 | $295.1万 | 8,387股 | +113股+1.35% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.5% | 0.42% | $303.6万 | 3.7万股 | $216.3万 | 3.2万股 | +5,782股+18.26% | 加仓 |
 联合健康UNH |
| 0.49% | 0.36% | $300.3万 | 7,226股 | $186.5万 | 6,893股 | +333股+4.83% | 加仓 |
| IiShares安硕信托PFF |
| 0.48% | 0.56% | $294.1万 | 9.6万股 | $292.4万 | 9.6万股 | 00.00% | 持仓不变 |
