| VVanEck Russia ETFBBH |
| 10.73% | 16.69% | $2,532.0万 | 24.4万股 | $3,805.8万 | 39.4万股 | -15.0万股-38.12% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 5.71% | 8.77% | $1,346.4万 | 26.6万股 | $1,999.9万 | 39.5万股 | -12.9万股-32.62% | 减仓 |
 谷歌AGOOGL |
| 5.12% | 4.38% | $1,206.9万 | 3.4万股 | $997.5万 | 3.5万股 | -917股-2.64% | 减仓 |
 Meta平台META |
| 3.57% | 3.78% | $842.9万 | 1.5万股 | $861.6万 | 1.5万股 | -95股-0.63% | 减仓 |
 苹果AAPL |
| 3.09% | 2.85% | $729.2万 | 2.5万股 | $650.1万 | 2.6万股 | -415股-1.62% | 减仓 |
| WWISDOMTREE TR WISDOMTREE US VAWTV |
| 3.08% | 2.15% | $726.1万 | 7.1万股 | $489.7万 | 5.2万股 | +2.0万股+38.07% | 加仓 |
 美国运通AXP |
| 2.95% | 2.82% | $696.7万 | 2.1万股 | $643.6万 | 2.1万股 | -680股-3.20% | 减仓 |
 联合健康UNH |
| 2.85% | 1.95% | $673.0万 | 1.6万股 | $444.7万 | 1.6万股 | -243股-1.48% | 减仓 |
| S道富SPYV |
| 2.78% | 1.97% | $656.8万 | 10.8万股 | $449.4万 | 7.9万股 | +2.9万股+36.03% | 加仓 |
| V先锋领航指数基金VOO |
| 2.78% | 2.5% | $655.2万 | 9,540股 | $570.1万 | 9,540股 | 00.00% | 持仓不变 |
| IiShares安硕信托TOPT |
| 2.67% | — | $629.8万 | 19.1万股 | $0 | 0股 | +19.1万股 | 新买入 |
 CorpayCPAY |
| 2.21% | 2.01% | $521.0万 | 1.6万股 | $459.1万 | 1.6万股 | -146股-0.93% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.2% | 1.8% | $518.2万 | 2.4万股 | $411.1万 | 2.1万股 | +2,939股+13.72% | 加仓 |
 好市多COST |
| 1.93% | 2.13% | $456.4万 | 4,879股 | $486.2万 | 4,879股 | 00.00% | 持仓不变 |
 GLOBAL PMTS COMGPN |
| 1.75% | 1.7% | $413.8万 | 5.7万股 | $386.8万 | 5.7万股 | -456股-0.79% | 减仓 |
 WorkdayWDAY |
| 1.71% | 1.94% | $404.1万 | 3.3万股 | $441.9万 | 3.4万股 | -1,004股-2.95% | 减仓 |
 VeevaVEEV |
| 1.65% | 1.6% | $388.9万 | 2.2万股 | $365.0万 | 2.1万股 | +1,133股+5.45% | 加仓 |
 FICOFICO |
| 1.57% | 1.15% | $371.1万 | 3,106股 | $262.4万 | 2,458股 | +648股+26.36% | 加仓 |
| S嘉信策略信托SCHD |
| 1.5% | 0.42% | $353.7万 | 11.2万股 | $96.9万 | 3.2万股 | +8.0万股+253.22% | 加仓 |
| GGitLabGTLB |
| 1.5% | 1.11% | $353.5万 | 11.6万股 | $254.2万 | 11.7万股 | -1,671股-1.42% | 减仓 |
 万事达MA |
| 1.42% | 1.43% | $334.8万 | 6,519股 | $325.7万 | 6,519股 | 00.00% | 持仓不变 |
 COUPANG INC CLASS ACPNG |
| 1.42% | 1.2% | $334.8万 | 19.3万股 | $274.1万 | 14.5万股 | +4.8万股+32.75% | 加仓 |
 PAYCHEX COMPAYX |
| 1.41% | 1.31% | $333.6万 | 3.4万股 | $298.0万 | 3.2万股 | +1,582股+4.89% | 加仓 |
 赛富时CRM |
| 1.38% | 1.77% | $325.5万 | 2.1万股 | $402.7万 | 2.2万股 | -794股-3.68% | 减仓 |
 BroadridgeBR |
| 1.38% | — | $324.5万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 TradewebTW |
| 1.36% | 1.77% | $321.7万 | 3.2万股 | $404.6万 | 3.4万股 | -2,100股-6.11% | 减仓 |
 PAYPAL COMPYPL |
| 1.33% | 1.46% | $314.6万 | 7.3万股 | $332.8万 | 7.4万股 | -741股-1.01% | 减仓 |
 KENVUE COMKVUE |
| 1.26% | 1.19% | $296.4万 | 15.5万股 | $270.5万 | 15.7万股 | -1,752股-1.12% | 减仓 |
 财捷INTU |
| 1.17% | 1.99% | $276.7万 | 1.1万股 | $454.5万 | 1.1万股 | +89股+0.85% | 加仓 |
 ADOBE COMADBE |
| 1.13% | 1.44% | $267.6万 | 1.3万股 | $327.5万 | 1.3万股 | -424股-3.15% | 减仓 |
 DocuSignDOCU |
| 1.09% | 1.18% | $256.0万 | 5.8万股 | $268.6万 | 5.7万股 | +965股+1.70% | 加仓 |
 ALTRIAMO |
| 1.05% | 1.04% | $247.3万 | 3.4万股 | $237.3万 | 3.6万股 | -1,598股-4.44% | 减仓 |
| IiShares安硕信托IVV |
| 1.03% | 0.93% | $243.6万 | 3,253股 | $212.0万 | 3,246股 | +7股+0.22% | 加仓 |
| I景顺QQQ信托VOO |
| 0.94% | 0.69% | $222.8万 | 3,026股 | $157.3万 | 2,725股 | +301股+11.05% | 加仓 |
 优步UBER |
| 0.94% | — | $221.1万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.92% | 1.02% | $217.3万 | 2.9万股 | $232.4万 | 3.1万股 | -2,015股-6.56% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.87% | 0.42% | $205.4万 | 2.1万股 | $96.4万 | 1.0万股 | +1.1万股+104.45% | 加仓 |
 标普全球SPGI |
| 0.72% | 0.79% | $170.9万 | 4,197股 | $179.9万 | 4,229股 | -32股-0.76% | 减仓 |
 特斯拉TSLA |
| 0.72% | 0.69% | $170.8万 | 4,061股 | $156.2万 | 4,203股 | -142股-3.38% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.7% | 0.69% | $164.4万 | 3,285股 | $158.2万 | 3,301股 | -16股-0.48% | 减仓 |
| AATLASSIAN CL ATEAM |
| 0.67% | 0.65% | $158.6万 | 2.0万股 | $149.1万 | 2.2万股 | -1,460股-6.68% | 减仓 |
 联合包裹UPSUPS |
| 0.65% | 0.54% | $152.2万 | 1.4万股 | $122.9万 | 1.2万股 | +1,672股+13.39% | 加仓 |
| BBLOCK H & RHRB |
| 0.63% | 0.59% | $147.5万 | 3.9万股 | $134.0万 | 4.2万股 | -3,485股-8.25% | 减仓 |
| S嘉信策略信托SCHC |
| 0.62% | — | $145.2万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.59% | 0.58% | $138.1万 | 2.2万股 | $131.3万 | 2.2万股 | -100股-0.45% | 减仓 |
 EOG资源EOG |
| 0.54% | 0.75% | $127.7万 | 9,840股 | $171.1万 | 1.2万股 | -1,995股-16.86% | 减仓 |
 卡地纳健康CAH |
| 0.52% | 0.49% | $123.5万 | 5,200股 | $112.1万 | 5,305股 | -105股-1.98% | 减仓 |
 FLAHERTY & CRUMRIN PFD & INMFFC |
| 0.51% | 0.21% | $120.0万 | 7.4万股 | $46.8万 | 3.0万股 | +4.3万股+143.78% | 加仓 |
 英伟达NVDA |
| 0.51% | 0.39% | $119.8万 | 5,985股 | $88.5万 | 5,075股 | +910股+17.93% | 加仓 |
 艾伯维ABBV |
| 0.51% | 0.46% | $119.4万 | 4,743股 | $105.9万 | 4,867股 | -124股-2.55% | 减仓 |
