 苹果AAPL |
| 9.73% | 7.05% | $1,307.0万 | 4.5万股 | $785.6万 | 3.1万股 | +1.4万股+45.92% | 加仓 |
| V先锋领航指数基金VV |
| 4.96% | 4.92% | $665.5万 | 1.9万股 | $548.4万 | 1.8万股 | +1,000股+5.45% | 加仓 |
 AMGEN COMAMGN |
| 4.94% | 3.86% | $663.7万 | 1.8万股 | $430.6万 | 1.2万股 | +6,090股+49.77% | 加仓 |
 亚马逊AMZN |
| 3.57% | 2.4% | $479.1万 | 2.0万股 | $267.4万 | 1.3万股 | +7,265股+56.59% | 加仓 |
 英伟达NVDA |
| 3.43% | 2.34% | $459.9万 | 2.3万股 | $261.0万 | 1.5万股 | +8,020股+53.58% | 加仓 |
 博通AVGO |
| 3.42% | 2.59% | $459.8万 | 1.2万股 | $288.6万 | 9,325股 | +2,847股+30.53% | 加仓 |
 谷歌AGOOGL |
| 3.37% | 2.04% | $452.5万 | 1.3万股 | $227.2万 | 7,901股 | +4,761股+60.26% | 加仓 |
| IiShares安硕·COREIJR |
| 3.17% | 3.4% | $425.2万 | 2.9万股 | $378.8万 | 3.0万股 | -1,802股-5.91% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 2.89% | 3.83% | $387.7万 | 9,469股 | $426.4万 | 1.2万股 | -2,488股-20.81% | 减仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 2.69% | 3.08% | $361.7万 | 3.9万股 | $343.3万 | 4.0万股 | -750股-1.87% | 减仓 |
 诺和诺德NVO |
| 2.61% | 1.9% | $350.5万 | 7.3万股 | $212.3万 | 5.8万股 | +1.5万股+26.55% | 加仓 |
 微软MSFT |
| 2.57% | 1.73% | $345.5万 | 9,263股 | $192.6万 | 5,203股 | +4,060股+78.03% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.57% | 2.38% | $345.4万 | 6.8万股 | $265.5万 | 5.2万股 | +1.6万股+30.23% | 加仓 |
| V先锋领航指数基金VTV |
| 2.01% | 2.35% | $270.1万 | 1.2万股 | $262.0万 | 1.3万股 | -961股-7.20% | 减仓 |
| IiShares安硕信托EFV |
| 1.95% | 2.36% | $261.3万 | 3.4万股 | $263.5万 | 3.5万股 | -1,302股-3.67% | 减仓 |
| V先锋领航指数基金VUG |
| 1.64% | 1.71% | $220.6万 | 2.6万股 | $190.5万 | 4,361股 | +2.1万股+487.16% | 加仓 |
| IiShares安硕信托EFG |
| 1.63% | 1.82% | $218.8万 | 1.8万股 | $202.4万 | 1.8万股 | -582股-3.20% | 减仓 |
| IiShares安硕信托IVV |
| 1.62% | 3.21% | $216.9万 | 2,896股 | $358.2万 | 5,483股 | -2,587股-47.18% | 减仓 |
 Meta平台META |
| 1.45% | 2.06% | $194.9万 | 3,461股 | $229.3万 | 4,007股 | -546股-13.63% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.45% | 1.39% | $194.3万 | 5,498股 | $155.3万 | 5,414股 | +84股+1.55% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.43% | 1.88% | $192.4万 | 5.7万股 | $209.2万 | 7.2万股 | -1.5万股-20.84% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.34% | 1.67% | $179.9万 | 3.8万股 | $186.1万 | 4.0万股 | -1,202股-3.03% | 减仓 |
 摩根大通JPM |
| 1.33% | 0.8% | $179.1万 | 5,472股 | $89.0万 | 3,027股 | +2,445股+80.77% | 加仓 |
 PALO ALTOPANW |
| 1.26% | 0.31% | $168.9万 | 4,952股 | $35.1万 | 2,187股 | +2,765股+126.43% | 加仓 |
| V先锋领航指数基金VOO |
| 1.06% | 1.75% | $142.5万 | 2,075股 | $195.2万 | 3,267股 | -1,192股-36.49% | 减仓 |
| GGlobal X基金AIQ |
| 1.03% | 1.01% | $138.8万 | 2.1万股 | $112.8万 | 2.4万股 | -3,004股-12.43% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.03% | 1.16% | $138.1万 | 2.3万股 | $129.7万 | 2.4万股 | -868股-3.62% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.99% | 1.34% | $133.0万 | 2.3万股 | $148.9万 | 2.5万股 | -2,575股-10.13% | 减仓 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.89% | 0.97% | $119.6万 | 3.2万股 | $108.4万 | 3.3万股 | -1,105股-3.39% | 减仓 |
 黑石集团BX |
| 0.84% | 0.36% | $112.5万 | 9,562股 | $39.9万 | 3,473股 | +6,089股+175.32% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.75% | 0.9% | $100.7万 | 6,526股 | $100.1万 | 6,864股 | -338股-4.92% | 减仓 |
| TTEMA ETF TRUSTWELD |
| 0.73% | — | $97.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 特斯拉TSLA |
| 0.71% | 0.84% | $95.8万 | 2,278股 | $94.1万 | 2,531股 | -253股-10.00% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.71% | 0.05% | $95.4万 | 6,036股 | $5.1万 | 346股 | +5,690股+1,644.51% | 加仓 |
| V先锋领航·TOTALBND |
| 0.69% | 0.75% | $93.3万 | 1.3万股 | $83.1万 | 1.1万股 | +1,427股+12.65% | 加仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.68% | 0.87% | $91.2万 | 5,163股 | $96.7万 | 7,142股 | -1,979股-27.71% | 减仓 |
 雷神技术RTX |
| 0.68% | 0.67% | $91.1万 | 4,799股 | $74.2万 | 3,845股 | +954股+24.81% | 加仓 |
 NETFLIXNFLX |
| 0.65% | 0.56% | $87.9万 | 1.2万股 | $62.4万 | 6,491股 | +5,816股+89.60% | 加仓 |
| IiShares安硕信托IWD |
| 0.59% | 0.63% | $78.7万 | 3,244股 | $70.1万 | 3,281股 | -37股-1.13% | 减仓 |
| S道富SPYM |
| 0.55% | 0.76% | $74.3万 | 8,452股 | $84.7万 | 1.1万股 | -2,618股-23.65% | 减仓 |
| IiShares安硕信托AGG |
| 0.51% | 0.68% | $68.5万 | 6,922股 | $76.3万 | 7,688股 | -766股-9.96% | 减仓 |
| F第一信托·USTFVD |
| 0.51% | 0.6% | $68.2万 | 1.4万股 | $66.4万 | 1.4万股 | +32股+0.23% | 加仓 |
 高盛GS |
| 0.5% | 0.51% | $67.4万 | 666股 | $56.9万 | 673股 | -7股-1.04% | 减仓 |
 希捷STX |
| 0.49% | 0.24% | $65.8万 | 682股 | $26.5万 | 677股 | +5股+0.74% | 加仓 |
| IIBMIBM |
| 0.49% | 0.52% | $65.2万 | 2,320股 | $57.5万 | 2,373股 | -53股-2.23% | 减仓 |
| IiShares安硕信托GJS |
| 0.45% | 0.57% | $60.5万 | 2.7万股 | $63.6万 | 2.8万股 | -1,218股-4.39% | 减仓 |
 艾伯维ABBV |
| 0.45% | 0.39% | $60.2万 | 2,391股 | $43.3万 | 1,992股 | +399股+20.03% | 加仓 |
 强生JNJ |
| 0.42% | 0.48% | $57.0万 | 2,245股 | $53.7万 | 2,198股 | +47股+2.14% | 加仓 |
 VisaV |
| 0.42% | 0.21% | $56.8万 | 1,656股 | $22.9万 | 758股 | +898股+118.47% | 加仓 |
 可口可乐KO |
| 0.41% | 0.34% | $54.6万 | 6,723股 | $38.3万 | 5,033股 | +1,690股+33.58% | 加仓 |
