| SSANDISK COMSNDK |
| 14.68% | 2.33% | $2,903.1万 | 1.3万股 | $421.8万 | 1.8万股 | -5,002股-28.15% | 减仓 |
| V先锋领航指数基金VOO |
| 12.65% | 13.06% | $2,500.7万 | 3.6万股 | $2,367.0万 | 3.8万股 | -1,332股-3.53% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 5.41% | 5.37% | $1,069.7万 | 10.3万股 | $973.2万 | 10.1万股 | +1,631股+1.61% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 4.55% | 4.43% | $900.4万 | 11.0万股 | $802.7万 | 9.7万股 | +1.3万股+13.14% | 加仓 |
| IiShares安硕信托AGG |
| 3.86% | 4.1% | $763.6万 | 7.7万股 | $744.0万 | 7.4万股 | +2,665股+3.58% | 加仓 |
| V先锋领航指数基金VTV |
| 2.76% | 2.27% | $544.8万 | 2.5万股 | $411.8万 | 2.2万股 | +3,437股+15.94% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.55% | 0.64% | $504.8万 | 1.2万股 | $115.4万 | 9,169股 | +2,530股+27.59% | 加仓 |
 飞塔FTNT |
| 2.01% | 1.33% | $397.5万 | 2.6万股 | $241.4万 | 3.0万股 | -4,530股-14.90% | 减仓 |
 PROGRESSIVEPGR |
| 1.86% | 2.09% | $368.6万 | 1.7万股 | $379.0万 | 1.7万股 | +232股+1.39% | 加仓 |
 安费诺APH |
| 1.76% | 2.62% | $348.6万 | 2.0万股 | $474.4万 | 3.5万股 | -1.5万股-43.65% | 减仓 |
| TTENET HEALTHCARETHC |
| 1.71% | — | $337.9万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 HCA医疗HCA |
| 1.67% | 2.31% | $331.1万 | 8,491股 | $418.8万 | 8,970股 | -479股-5.34% | 减仓 |
 TradewebTW |
| 1.67% | 1.95% | $330.6万 | 3.3万股 | $354.0万 | 3.3万股 | +257股+0.78% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.64% | 1.51% | $324.2万 | 1.5万股 | $273.1万 | 1.5万股 | -414股-2.75% | 减仓 |
 OKTA CLASS AOKTA |
| 1.51% | 1.82% | $298.4万 | 2.2万股 | $330.6万 | 3.8万股 | -1.6万股-42.80% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.46% | 1.65% | $289.3万 | 6,302股 | $298.7万 | 5,144股 | +1,158股+22.51% | 加仓 |
| AAPPFOLIOAPPF |
| 1.46% | 2.19% | $287.8万 | 1.8万股 | $397.0万 | 1.7万股 | +885股+5.19% | 加仓 |
 RobinhoodHOOD |
| 1.42% | 1.66% | $281.0万 | 2.8万股 | $301.0万 | 2.7万股 | +1,410股+5.30% | 加仓 |
 WorkdayWDAY |
| 1.41% | 1.98% | $279.7万 | 2.3万股 | $358.5万 | 1.7万股 | +6,154股+36.87% | 加仓 |
 MONGODB CL AMDB |
| 1.41% | 2.5% | $278.8万 | 8,299股 | $453.6万 | 1.1万股 | -2,509股-23.21% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 1.38% | 1.13% | $273.7万 | 1.4万股 | $204.7万 | 8,998股 | +4,575股+50.84% | 加仓 |
 PALO ALTOPANW |
| 1.3% | 1.92% | $257.2万 | 7,543股 | $347.5万 | 1.9万股 | -1.1万股-60.02% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.16% | 1.31% | $229.7万 | 1.9万股 | $237.1万 | 5,010股 | +1.3万股+269.30% | 加仓 |
| EELASTICESTC |
| 1.1% | 1.9% | $216.8万 | 3.8万股 | $343.9万 | 4.6万股 | -7,550股-16.56% | 减仓 |
 SKYWARD SPECIALTY INSSKWD |
| 1.1% | 1.25% | $216.6万 | 3.7万股 | $227.4万 | 4.4万股 | -7,375股-16.57% | 减仓 |
| RRUBRIK INC CLASS ARBRK |
| 1.08% | — | $213.7万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 明晟MSCI |
| 1.05% | 1.39% | $207.7万 | 3,708股 | $252.2万 | 4,395股 | -687股-15.63% | 减仓 |
| IINTAPPINTA |
| 1.03% | 2.41% | $204.0万 | 8.1万股 | $437.6万 | 9.6万股 | -1.5万股-15.29% | 减仓 |
 NETFLIXNFLX |
| 1.02% | 1.74% | $201.9万 | 2.8万股 | $314.7万 | 3.4万股 | -5,280股-15.73% | 减仓 |
 AMD超威AMD |
| 1% | 0.4% | $197.5万 | 3,400股 | $72.8万 | 3,400股 | 00.00% | 持仓不变 |
 BlockXYZ |
| 0.97% | 1.07% | $191.0万 | 2.5万股 | $194.1万 | 3.0万股 | -4,690股-15.73% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.96% | 2.05% | $190.7万 | 1.3万股 | $372.1万 | 2.7万股 | -1.4万股-51.38% | 减仓 |
 直觉外科ISRG |
| 0.88% | 1.22% | $173.3万 | 4,358股 | $221.2万 | 3,905股 | +453股+11.60% | 加仓 |
 BOOT BARNBOOT |
| 0.86% | — | $169.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| FFACTSET RESH SYSFDS |
| 0.83% | — | $164.4万 | 7,145股 | $0 | 0股 | +7,145股 | 新买入 |
| WWORKIVAWK |
| 0.78% | 1.77% | $154.2万 | 3.2万股 | $321.0万 | 3.7万股 | -5,435股-14.60% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.72% | 0.3% | $141.6万 | 2.4万股 | $54.8万 | 1.0万股 | +1.4万股+132.61% | 加仓 |
 MCKESSON COMMCK |
| 0.71% | — | $139.5万 | 1,844股 | $0 | 0股 | +1,844股 | 新买入 |
| S道富SPYM |
| 0.7% | 0.72% | $138.0万 | 1.6万股 | $131.1万 | 1.6万股 | -638股-3.91% | 减仓 |
| IiShares安硕信托IWD |
| 0.68% | 0.93% | $135.3万 | 5,579股 | $168.9万 | 8,029股 | -2,450股-30.51% | 减仓 |
 苹果AAPL |
| 0.66% | 0.84% | $130.8万 | 4,521股 | $151.4万 | 5,570股 | -1,049股-18.83% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 0.69% | $127.8万 | 2,555股 | $125.1万 | 2,489股 | +66股+2.65% | 加仓 |
 KRAFT HEINZ COMKHC |
| 0.6% | 0.79% | $118.0万 | 5.0万股 | $142.3万 | 5.9万股 | -8,736股-14.89% | 减仓 |
 亚马逊AMZN |
| 0.57% | 0.61% | $113.4万 | 4,760股 | $109.9万 | 4,760股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.57% | 0.59% | $112.8万 | 1,506股 | $107.6万 | 1,573股 | -67股-4.26% | 减仓 |
 甲骨文ORCL |
| 0.56% | 0.96% | $110.7万 | 7,555股 | $174.3万 | 8,945股 | -1,390股-15.54% | 减仓 |
 W.R.伯克利WRB |
| 0.55% | 1.26% | $108.9万 | 1.5万股 | $228.8万 | 3.3万股 | -1.7万股-53.12% | 减仓 |
 卡特彼勒CAT |
| 0.54% | 0.32% | $106.5万 | 1,000股 | $57.3万 | 1,000股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.53% | 0.52% | $104.1万 | 6,585股 | $94.5万 | 6,585股 | 00.00% | 持仓不变 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.48% | — | $95.2万 | 9,903股 | $0 | 0股 | +9,903股 | 新买入 |
