| SSPDR标普500 ETFSPY |
| 30.6% | 20.34% | $1.82亿 | 24.4万股 | $9,823.6万 | 15.1万股 | +9.3万股+61.57% | 加仓 |
 亚马逊AMZN |
| 5.81% | 6.19% | $3,460.8万 | 14.5万股 | $2,987.2万 | 14.3万股 | +1,775股+1.24% | 加仓 |
 谷歌AGOOGL |
| 4.61% | 5.31% | $2,746.7万 | 7.7万股 | $2,563.8万 | 8.9万股 | -1.2万股-13.80% | 减仓 |
 阿斯麦ASML |
| 4.51% | 3.93% | $2,688.1万 | 1.4万股 | $1,896.7万 | 1.4万股 | -848股-5.91% | 减仓 |
 微软MSFT |
| 3.92% | 4.82% | $2,335.8万 | 6.3万股 | $2,329.4万 | 6.3万股 | -310股-0.49% | 减仓 |
 ANALOG DEVICES COMADI |
| 3.17% | 5.05% | $1,887.7万 | 4.8万股 | $2,437.9万 | 7.7万股 | -2.9万股-37.97% | 减仓 |
| T赛默飞世尔TMO |
| 2.91% | 3.3% | $1,731.4万 | 3.5万股 | $1,594.8万 | 3.2万股 | +2,090股+6.44% | 加仓 |
| EENTEGRISENTG |
| 2.9% | 2.58% | $1,726.0万 | 9.6万股 | $1,248.2万 | 10.6万股 | -1.1万股-9.86% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.66% | 3.44% | $1,585.9万 | 4.5万股 | $1,661.0万 | 5.8万股 | -1.3万股-22.48% | 减仓 |
 应用材料AMAT |
| 2.6% | 1.52% | $1,546.8万 | 2.1万股 | $734.6万 | 2.1万股 | -100股-0.47% | 减仓 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 2.56% | 3.02% | $1,525.2万 | 1.2万股 | $1,456.7万 | 1.2万股 | -67股-0.55% | 减仓 |
 DANAHER DEL COMDHR |
| 2.21% | 3.14% | $1,315.4万 | 6.9万股 | $1,513.8万 | 8.0万股 | -1.1万股-13.51% | 减仓 |
 林德LIN |
| 2.1% | 2.48% | $1,253.6万 | 2.4万股 | $1,198.3万 | 2.4万股 | -14股-0.06% | 减仓 |
 TransDigmTDG |
| 1.73% | 1.84% | $1,032.9万 | 7,754股 | $888.3万 | 7,665股 | +89股+1.16% | 加仓 |
 VisaV |
| 1.69% | 1.82% | $1,005.2万 | 2.9万股 | $881.2万 | 2.9万股 | +141股+0.48% | 加仓 |
 雷神技术RTX |
| 1.62% | 2.29% | $966.9万 | 5.1万股 | $1,104.5万 | 5.7万股 | -6,300股-11.00% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.56% | 1.79% | $932.0万 | 1.9万股 | $864.5万 | 1.8万股 | +585股+3.24% | 加仓 |
 Meta平台META |
| 1.51% | 0.76% | $899.2万 | 1.6万股 | $365.4万 | 6,386股 | +9,578股+149.98% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 1.47% | 1.96% | $876.3万 | 29.0万股 | $944.4万 | 26.6万股 | +2.4万股+9.01% | 加仓 |
 标普全球SPGI |
| 1.47% | 2.3% | $875.8万 | 2.2万股 | $1,108.9万 | 2.6万股 | -4,566股-17.51% | 减仓 |
 威廉姆斯WMB |
| 1.35% | 1.67% | $804.9万 | 10.8万股 | $804.3万 | 11.1万股 | -2,230股-2.02% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 1.34% | 1.5% | $796.5万 | 1.2万股 | $722.6万 | 1.2万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 1.31% | 1.27% | $779.3万 | 2.6万股 | $613.8万 | 3.2万股 | -5,468股-17.30% | 减仓 |
| W富国银行WFC |
| 1.27% | 1.54% | $754.6万 | 6,522股 | $743.5万 | 6,437股 | +85股+1.32% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.18% | 1.51% | $702.9万 | 4.6万股 | $728.7万 | 4.6万股 | +100股+0.22% | 加仓 |
 霍尼韦尔HON |
| 1.16% | 2.86% | $690.3万 | 3.1万股 | $1,379.0万 | 6.1万股 | -3.0万股-49.46% | 减仓 |
 泛林集团LRCX |
| 1.15% | 0.97% | $683.5万 | 1.6万股 | $469.5万 | 2.2万股 | -6,200股-28.22% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.14% | — | $681.4万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 新思科技SNPS |
| 1.07% | 1.13% | $638.6万 | 1.4万股 | $546.6万 | 1.4万股 | +529股+3.84% | 加仓 |
| BBANK OF AMERBAC |
| 0.92% | 1.15% | $546.1万 | 9.6万股 | $556.0万 | 11.4万股 | -1.8万股-15.97% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.78% | 1.23% | $462.0万 | 3.8万股 | $592.9万 | 3.8万股 | -172股-0.46% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.76% | 0.9% | $452.3万 | 2.5万股 | $436.0万 | 2.6万股 | -1,365股-5.18% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.73% | 0.89% | $436.1万 | 1.8万股 | $430.0万 | 1.8万股 | -60股-0.33% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.42% | 0.6% | $250.3万 | 7.5万股 | $288.9万 | 7.5万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.33% | 0.47% | $198.6万 | 1.5万股 | $227.7万 | 1.5万股 | 00.00% | 持仓不变 |
| MMARKETWISE INC COM NEW CL AMKTW |
| 0.28% | 0.38% | $164.7万 | 9.2万股 | $184.0万 | 9.8万股 | -6,000股-6.10% | 减仓 |
 英伟达NVDA |
| 0.27% | 0.29% | $160.1万 | 8,000股 | $139.5万 | 8,000股 | 00.00% | 持仓不变 |
 BOSTON SCIENTIFIC COMBSX |
| 0.26% | 0.48% | $156.0万 | 3.7万股 | $229.7万 | 3.7万股 | -50股-0.14% | 减仓 |
 伊顿ETN |
| 0.23% | 0.24% | $138.0万 | 3,238股 | $115.8万 | 3,238股 | 00.00% | 持仓不变 |
 布鲁克菲尔德BN |
| 0.22% | 0.25% | $128.5万 | 3.0万股 | $122.1万 | 3.0万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.2% | 0.23% | $120.2万 | 5,648股 | $113.2万 | 5,896股 | -248股-4.21% | 减仓 |
| VVanEck ETF信托GDX |
| 0.17% | 0.26% | $103.9万 | 1.4万股 | $126.4万 | 1.4万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.17% | 0.18% | $101.2万 | 3,499股 | $88.8万 | 3,499股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.17% | 0.19% | $101.0万 | 1.2万股 | $90.6万 | 1.2万股 | 00.00% | 持仓不变 |
| VVanEck Russia ETFBBH |
| 0.16% | 0.18% | $94.6万 | 9,095股 | $87.9万 | 9,095股 | 00.00% | 持仓不变 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.14% | 0.15% | $82.1万 | 6,710股 | $72.2万 | 6,710股 | 00.00% | 持仓不变 |
| EENERGY TRANSFER L P |
| 0.14% | 0.16% | $82.0万 | 7.2万股 | $79.5万 | 6.9万股 | +2,810股+4.09% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.14% | 0.17% | $81.6万 | 2.2万股 | $84.0万 | 2.2万股 | 00.00% | 持仓不变 |
| XXTRACKERS HARVEST CSI 300 CHINA A-SHARESASHR |
| 0.11% | 0.12% | $64.6万 | 1.8万股 | $57.5万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.09% | 0.12% | $54.8万 | 1.1万股 | $59.2万 | 1.1万股 | 00.00% | 持仓不变 |
