| V先锋领航指数基金VOO |
| 72.26% | 91.24% | $13.19亿 | 192.1万股 | $12.68亿 | 212.2万股 | -20.1万股-9.48% | 减仓 |
| SSPDR标普500 ETFSPY |
| 6.99% | 8% | $1.28亿 | 17.1万股 | $1.11亿 | 17.1万股 | -25股-0.01% | 减仓 |
 应用材料AMAT |
| 2.43% | — | $4,434.7万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 美光科技MU |
| 2% | — | $3,642.9万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 阿斯麦ASML |
| 1.57% | — | $2,864.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 德州仪器TXN |
| 1.47% | — | $2,687.6万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| SSpaceXSPCX |
| 1.44% | — | $2,627.8万 | 15.4万股 | $0 | 0股 | +15.4万股 | 新买入 |
 星巴克SBUX |
| 1.37% | — | $2,502.2万 | 24.5万股 | $0 | 0股 | +24.5万股 | 新买入 |
 博通AVGO |
| 1.28% | — | $2,330.0万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| Q高通QCOM |
| 1.24% | — | $2,271.9万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
 Meta平台META |
| 1.18% | — | $2,157.7万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 谷歌AGOOGL |
| 1.16% | — | $2,122.6万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 好市多COST |
| 1.16% | — | $2,113.0万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 沃尔玛WMT |
| 1.07% | — | $1,958.4万 | 17.3万股 | $0 | 0股 | +17.3万股 | 新买入 |
 NETFLIXNFLX |
| 1.06% | — | $1,943.8万 | 27.2万股 | $0 | 0股 | +27.2万股 | 新买入 |
 霍尼韦尔HON |
| 0.65% | — | $1,194.7万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.65% | — | $1,179.7万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 CANADIAN IMPERIAL BANK OFCM |
| 0.42% | — | $762.3万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| SSPDR道富系列信托KBE |
| 0.26% | 0.3% | $477.5万 | 7.0万股 | $416.9万 | 7.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ICLN |
| 0.25% | 0.29% | $457.8万 | 22.3万股 | $408.7万 | 22.3万股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 0.07% | 0.15% | $121.1万 | 1.6万股 | $206.0万 | 2.2万股 | -6,400股-28.51% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.02% | 0.02% | $28.9万 | 2,779股 | $27.1万 | 2,793股 | -14股-0.50% | 减仓 |
