 英伟达NVDA |
| 6.18% | 6.06% | $6,307.9万 | 31.5万股 | $5,807.9万 | 33.3万股 | -1.8万股-5.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.81% | 5.21% | $5,932.4万 | 16.8万股 | $4,987.3万 | 17.4万股 | -5,956股-3.43% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 5.23% | 5.61% | $5,337.0万 | 67.5万股 | $5,377.1万 | 67.8万股 | -3,020股-0.45% | 减仓 |
 微软MSFT |
| 4.13% | 4.33% | $4,211.7万 | 11.3万股 | $4,150.0万 | 11.2万股 | +797股+0.71% | 加仓 |
 西屋制动WAB |
| 3.37% | 3.59% | $3,442.6万 | 12.8万股 | $3,438.2万 | 13.8万股 | -9,882股-7.18% | 减仓 |
 艺康ECL |
| 3.02% | 3.1% | $3,081.1万 | 11.1万股 | $2,964.1万 | 11.1万股 | -837股-0.75% | 减仓 |
 亚马逊AMZN |
| 2.95% | 2.82% | $3,014.9万 | 12.6万股 | $2,696.5万 | 12.9万股 | -2,975股-2.30% | 减仓 |
 TJXTJX |
| 2.84% | 3.22% | $2,896.1万 | 19.1万股 | $3,081.3万 | 19.3万股 | -1,783股-0.92% | 减仓 |
| Q高通QCOM |
| 2.71% | 2.16% | $2,769.2万 | 15.0万股 | $2,070.8万 | 16.1万股 | -1.1万股-6.81% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 2.6% | 1.62% | $2,657.3万 | 10.4万股 | $1,553.5万 | 10.3万股 | +1,410股+1.37% | 加仓 |
 DANAHER DEL COMDHR |
| 2.53% | 2.67% | $2,583.8万 | 13.6万股 | $2,552.5万 | 13.5万股 | +1,023股+0.76% | 加仓 |
 甲骨文ORCL |
| 2.47% | 2.68% | $2,521.6万 | 17.2万股 | $2,567.8万 | 17.5万股 | -2,486股-1.42% | 减仓 |
 CorpayCPAY |
| 2.47% | 2.33% | $2,520.3万 | 7.6万股 | $2,230.8万 | 7.7万股 | -1,041股-1.36% | 减仓 |
 史赛克SYK |
| 2.36% | 2.6% | $2,411.3万 | 7.7万股 | $2,490.0万 | 7.6万股 | +809股+1.07% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.3% | 2.39% | $2,350.7万 | 40.4万股 | $2,285.7万 | 39.0万股 | +1.3万股+3.45% | 加仓 |
| AAPI COM STKAPG |
| 2.3% | 2.45% | $2,343.7万 | 55.3万股 | $2,346.3万 | 57.9万股 | -2.6万股-4.43% | 减仓 |
 BOOKING COMBKNG |
| 2.27% | 2.33% | $2,318.3万 | 13.0万股 | $2,236.2万 | 5,311股 | +12.5万股+2,348.99% | 加仓 |
 ILLUMINAILMN |
| 2.23% | 1.62% | $2,280.8万 | 13.0万股 | $1,554.9万 | 12.6万股 | +3,570股+2.83% | 加仓 |
 瑞思迈RMD |
| 2.19% | 2.68% | $2,238.2万 | 11.5万股 | $2,568.3万 | 11.4万股 | +440股+0.38% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 2.11% | 2.04% | $2,152.8万 | 28.1万股 | $1,953.7万 | 25.6万股 | +2.5万股+9.70% | 加仓 |
 ServiceNowNOW |
| 2.06% | 2.21% | $2,103.6万 | 21.2万股 | $2,113.0万 | 20.2万股 | +9,776股+4.84% | 加仓 |
| PPTC COMPTC |
| 2.06% | 2.76% | $2,101.3万 | 18.5万股 | $2,647.5万 | 18.6万股 | -840股-0.45% | 减仓 |
 IDEXX LABS COMIDXX |
| 2.01% | 2.27% | $2,051.9万 | 3.9万股 | $2,170.6万 | 3.9万股 | +347股+0.90% | 加仓 |
 QUANTA SVCSPWR |
| 1.97% | 1.64% | $2,012.7万 | 2.8万股 | $1,566.0万 | 2.9万股 | -571股-2.00% | 减仓 |
 星巴克SBUX |
| 1.8% | 1.69% | $1,840.3万 | 18.0万股 | $1,621.9万 | 18.1万股 | -953股-0.53% | 减仓 |
 VeevaVEEV |
| 1.76% | 1.77% | $1,798.8万 | 10.1万股 | $1,697.2万 | 9.7万股 | +4,740股+4.91% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.71% | 1.84% | $1,749.2万 | 29.7万股 | $1,761.0万 | 29.6万股 | +860股+0.29% | 加仓 |
| TTyler科技TYL |
| 1.69% | 2.05% | $1,727.3万 | 5.9万股 | $1,959.4万 | 5.7万股 | +1,832股+3.20% | 加仓 |
| SSS&C TECHSSNC |
| 1.63% | 1.93% | $1,662.0万 | 26.8万股 | $1,849.3万 | 27.4万股 | -5,837股-2.13% | 减仓 |
| IiShares安硕信托IEI |
| 1.59% | 1.78% | $1,619.1万 | 13.8万股 | $1,702.7万 | 14.4万股 | -5,714股-3.98% | 减仓 |
 Roper科技ROP |
| 1.56% | 1.75% | $1,592.6万 | 4.7万股 | $1,675.6万 | 4.7万股 | -287股-0.61% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.56% | 1.16% | $1,591.1万 | 6.0万股 | $1,113.0万 | 5.3万股 | +7,207股+13.54% | 加仓 |
 新思科技SNPS |
| 1.39% | 1.16% | $1,423.3万 | 3.2万股 | $1,107.5万 | 2.8万股 | +3,974股+14.23% | 加仓 |
| SSAMSARA INC CLASS AIOT |
| 1.39% | — | $1,420.9万 | 43.8万股 | $0 | 0股 | +43.8万股 | 新买入 |
 ILLINOIS TOOLITW |
| 1.22% | 1.28% | $1,245.3万 | 4.6万股 | $1,224.1万 | 4.7万股 | -986股-2.10% | 减仓 |
 谷歌AGOOGL |
| 1.18% | 1.04% | $1,207.7万 | 3.4万股 | $998.9万 | 3.5万股 | -945股-2.72% | 减仓 |
 ShopifySHOP |
| 1.16% | 0.6% | $1,179.6万 | 10.3万股 | $578.7万 | 4.9万股 | +5.5万股+111.78% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.13% | 1.24% | $1,148.4万 | 14.0万股 | $1,191.9万 | 14.4万股 | -4,486股-3.11% | 减仓 |
 AXON ENTERPRISEAXON |
| 1.03% | 0.55% | $1,056.0万 | 1.9万股 | $527.0万 | 1.2万股 | +6,427股+51.79% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.62% | 0.67% | $628.0万 | 12.0万股 | $644.5万 | 12.3万股 | -2,802股-2.29% | 减仓 |
| FFASTENAL COMFAST |
| 0.61% | 0.64% | $627.0万 | 13.1万股 | $611.0万 | 13.2万股 | -1,150股-0.87% | 减仓 |
 AMETEK COMAME |
| 0.56% | 0.53% | $571.8万 | 2.4万股 | $506.6万 | 2.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.54% | 0.59% | $547.6万 | 5.1万股 | $568.7万 | 5.4万股 | -2,700股-5.04% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.53% | 0.81% | $539.1万 | 5.3万股 | $771.9万 | 7.6万股 | -2.3万股-30.28% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 0.46% | 0.48% | $467.8万 | 9.4万股 | $457.4万 | 9.2万股 | +2,100股+2.29% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.44% | 0.23% | $444.8万 | 5.9万股 | $223.8万 | 3.0万股 | +2.9万股+98.64% | 加仓 |
| V先锋领航·TOTALBND |
| 0.42% | 0.51% | $428.0万 | 5.8万股 | $487.6万 | 6.6万股 | -7,912股-11.95% | 减仓 |
| V先锋领航·INSTL INDEX FDVGUS |
| 0.41% | 0.41% | $420.7万 | 5.6万股 | $393.4万 | 5.2万股 | +3,612股+6.95% | 加仓 |
 ADOBE COMADBE |
| 0.4% | 1.43% | $410.8万 | 2.0万股 | $1,372.5万 | 5.6万股 | -3.6万股-64.51% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.35% | 0.38% | $356.7万 | 7.1万股 | $362.8万 | 7.3万股 | -2,200股-3.03% | 减仓 |
