| CCUSTOM TRUCK ONE SOURCECTOS |
| 9.86% | 7.84% | $7,065.5万 | 598.3万股 | $4,611.8万 | 702.0万股 | -103.7万股-14.77% | 减仓 |
 谷歌AGOOGL |
| 5.7% | 5.73% | $4,083.7万 | 11.4万股 | $3,366.1万 | 11.7万股 | -2,788股-2.38% | 减仓 |
| IiShares安硕信托ITOT |
| 4.41% | 4.49% | $3,161.3万 | 19.2万股 | $2,638.1万 | 18.5万股 | +7,220股+3.90% | 加仓 |
 苹果AAPL |
| 4.31% | 4.55% | $3,093.0万 | 10.7万股 | $2,678.0万 | 10.6万股 | +1,372股+1.30% | 加仓 |
 微软MSFT |
| 4.29% | 4.59% | $3,074.6万 | 8.2万股 | $2,696.9万 | 7.3万股 | +9,568股+13.13% | 加仓 |
 亚马逊AMZN |
| 4.02% | 3.96% | $2,881.5万 | 12.1万股 | $2,326.1万 | 11.2万股 | +9,214股+8.25% | 加仓 |
 AMD超威AMD |
| 3.26% | 1.76% | $2,338.8万 | 4.0万股 | $1,033.6万 | 5.1万股 | -1.1万股-20.76% | 减仓 |
 英伟达NVDA |
| 3.21% | 3.61% | $2,303.6万 | 11.5万股 | $2,123.3万 | 12.2万股 | -6,613股-5.43% | 减仓 |
| IiShares安硕·S&PIUSG |
| 2.66% | 2.62% | $1,910.2万 | 10.2万股 | $1,541.8万 | 9.9万股 | +2,156股+2.17% | 加仓 |
 特斯拉TSLA |
| 2.51% | 2.84% | $1,799.8万 | 4.3万股 | $1,668.8万 | 4.5万股 | -2,099股-4.68% | 减仓 |
 优步UBER |
| 2.41% | 2.45% | $1,725.9万 | 23.9万股 | $1,439.3万 | 20.0万股 | +3.9万股+19.53% | 加仓 |
 PALO ALTOPANW |
| 2.32% | 1.51% | $1,666.0万 | 4.9万股 | $890.7万 | 5.6万股 | -6,703股-12.07% | 减仓 |
 AVANTIS INTLNGG |
| 2.31% | 2.56% | $1,656.8万 | 18.6万股 | $1,507.3万 | 17.8万股 | +8,073股+4.54% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 2.2% | 2.41% | $1,578.6万 | 11.1万股 | $1,419.7万 | 11.3万股 | -2,204股-1.94% | 减仓 |
 帕兰提尔PLTR |
| 2.15% | 3.02% | $1,542.5万 | 13.2万股 | $1,774.2万 | 12.1万股 | +1.1万股+9.01% | 加仓 |
| S嘉信策略信托SCHD |
| 1.77% | 2.03% | $1,271.9万 | 40.1万股 | $1,193.5万 | 38.9万股 | +1.2万股+3.11% | 加仓 |
| IiShares安硕·COREIJR |
| 1.74% | 1.93% | $1,246.3万 | 8.4万股 | $1,134.7万 | 9.1万股 | -7,245股-7.94% | 减仓 |
| V先锋领航指数基金VOO |
| 1.54% | 1.7% | $1,107.2万 | 1.6万股 | $998.3万 | 1.7万股 | -585股-3.50% | 减仓 |
| IiShares安硕信托IVV |
| 1.45% | 1.66% | $1,039.7万 | 1.4万股 | $973.1万 | 1.5万股 | -1,014股-6.81% | 减仓 |
 CLOROX DELCLX |
| 1.25% | 0.93% | $897.4万 | 9.4万股 | $549.6万 | 5.3万股 | +4.1万股+77.28% | 加仓 |
| IiShares安硕信托IUSV |
| 1.25% | 1.33% | $894.4万 | 8.1万股 | $783.6万 | 7.7万股 | +4,565股+5.96% | 加仓 |
| A美国世纪ETF信托AVLC |
| 1.15% | 1.15% | $826.6万 | 9.2万股 | $678.1万 | 8.7万股 | +4,449股+5.09% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.12% | 0.65% | $803.5万 | 18.1万股 | $382.7万 | 9.8万股 | +8.3万股+83.94% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.09% | 1.19% | $781.1万 | 1.6万股 | $697.2万 | 1.5万股 | +1,059股+7.28% | 加仓 |
 CrowdStrikeCRWD |
| 0.96% | 0.94% | $687.6万 | 9,010股 | $550.8万 | 1.4万股 | -5,097股-36.13% | 减仓 |
| IiShares安硕信托AGG |
| 0.8% | 0.98% | $576.0万 | 5.8万股 | $576.1万 | 5.8万股 | +157股+0.27% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.77% | 0.8% | $550.7万 | 5.7万股 | $470.8万 | 5.8万股 | -1,357股-2.32% | 减仓 |
 摩根大通JPM |
| 0.7% | 0.72% | $500.6万 | 1.5万股 | $426.2万 | 1.4万股 | +806股+5.56% | 加仓 |
 金佰利KMB |
| 0.67% | 0.25% | $482.4万 | 4.3万股 | $148.1万 | 1.5万股 | +2.8万股+186.47% | 加仓 |
| IiShares安硕信托IEFA |
| 0.65% | 0.76% | $467.2万 | 4.8万股 | $446.5万 | 4.9万股 | -940股-1.91% | 减仓 |
| G通用动力VTI |
| 0.62% | 0.65% | $442.4万 | 1.2万股 | $383.1万 | 1.2万股 | +14股+0.12% | 加仓 |
 RobinhoodHOOD |
| 0.6% | 0.48% | $428.2万 | 4.3万股 | $282.8万 | 4.1万股 | +1,888股+4.63% | 加仓 |
| V先锋领航指数基金VUG |
| 0.58% | 0.63% | $413.4万 | 4.8万股 | $372.1万 | 8,518股 | +3.9万股+463.43% | 加仓 |
 博通AVGO |
| 0.54% | 0.53% | $386.0万 | 1.0万股 | $314.0万 | 1.0万股 | +74股+0.73% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.52% | 0.54% | $370.9万 | 4.3万股 | $319.1万 | 4.1万股 | +2,009股+4.85% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.52% | 0.7% | $370.4万 | 7.1万股 | $410.0万 | 7.9万股 | -8,170股-10.35% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.51% | 0.53% | $363.8万 | 2,143股 | $309.7万 | 1,791股 | +352股+19.65% | 加仓 |
| V先锋领航指数基金VB |
| 0.49% | 0.53% | $348.8万 | 1.2万股 | $312.2万 | 1.2万股 | -412股-3.46% | 减仓 |
| AAvantis·U SAVUV |
| 0.48% | 0.54% | $347.5万 | 2.8万股 | $316.9万 | 2.9万股 | -831股-2.90% | 减仓 |
 Meta平台META |
| 0.46% | 0.55% | $329.5万 | 5,850股 | $323.2万 | 5,650股 | +200股+3.54% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.45% | 0.55% | $324.2万 | 9,175股 | $322.6万 | 1.1万股 | -2,072股-18.42% | 减仓 |
 阿斯麦ASML |
| 0.44% | 0.39% | $318.9万 | 1,603股 | $230.2万 | 1,743股 | -140股-8.03% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.42% | 0.5% | $301.1万 | 6.0万股 | $293.1万 | 5.8万股 | +1,621股+2.80% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.42% | 0.47% | $299.7万 | 2.3万股 | $275.6万 | 2.5万股 | -1,389股-5.60% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.42% | 0.49% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
| F富达·MERRIMACK STR TRFBND |
| 0.41% | 0.7% | $296.1万 | 6.5万股 | $414.4万 | 9.1万股 | -2.6万股-28.44% | 减仓 |
 沃尔玛WMT |
| 0.41% | 0.55% | $292.3万 | 2.6万股 | $323.7万 | 2.6万股 | -183股-0.70% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.4% | 0.57% | $287.7万 | 3.5万股 | $334.8万 | 4.7万股 | -1.2万股-25.65% | 减仓 |
 ServiceNowNOW |
| 0.4% | 0.32% | $283.2万 | 2.9万股 | $185.6万 | 1.8万股 | +1.1万股+60.69% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.38% | 0.33% | $269.9万 | 1.1万股 | $194.2万 | 1.1万股 | 00.00% | 持仓不变 |
