| IiShares安硕·RUSSELLIWF |
| 14.1% | 14.19% | $2,104.0万 | 16.9万股 | $1,790.2万 | 4.2万股 | +12.7万股+303.59% | 加仓 |
 英伟达NVDA |
| 12.01% | 12.33% | $1,791.7万 | 9.0万股 | $1,555.2万 | 8.9万股 | +370股+0.41% | 加仓 |
 苹果AAPL |
| 10.96% | 11.48% | $1,635.5万 | 5.7万股 | $1,448.8万 | 5.7万股 | -564股-0.99% | 减仓 |
 谷歌AGOOGL |
| 7.5% | 7.17% | $1,118.8万 | 3.1万股 | $904.4万 | 3.1万股 | -147股-0.47% | 减仓 |
 亚马逊AMZN |
| 6.54% | 6.71% | $976.1万 | 4.1万股 | $847.0万 | 4.1万股 | +285股+0.70% | 加仓 |
 微软MSFT |
| 5.74% | 6.7% | $856.8万 | 2.3万股 | $845.7万 | 2.3万股 | +123股+0.54% | 加仓 |
 礼来LLY |
| 3.04% | 2.74% | $453.2万 | 3,779股 | $345.7万 | 3,759股 | +20股+0.53% | 加仓 |
 好市多COST |
| 2.94% | 3.66% | $439.0万 | 4,693股 | $461.8万 | 4,635股 | +58股+1.25% | 加仓 |
| IiShares安硕信托IVV |
| 2.92% | 2.97% | $436.4万 | 5,827股 | $374.7万 | 5,737股 | +90股+1.57% | 加仓 |
 CrowdStrikeCRWD |
| 2.89% | 1.86% | $430.9万 | 5,646股 | $235.0万 | 6,019股 | -373股-6.20% | 减仓 |
 摩根大通JPM |
| 2.39% | 2.52% | $357.3万 | 1.1万股 | $317.4万 | 1.1万股 | +126股+1.17% | 加仓 |
| V先锋领航指数基金VTV |
| 1.49% | 1.6% | $222.9万 | 1.0万股 | $202.1万 | 1.0万股 | -70股-0.68% | 减仓 |
 优步UBER |
| 1.33% | 1.43% | $198.8万 | 2.8万股 | $180.4万 | 2.5万股 | +2,475股+9.87% | 加仓 |
 PALO ALTOPANW |
| 1.33% | 0.75% | $197.8万 | 5,800股 | $94.6万 | 5,900股 | -100股-1.69% | 减仓 |
 家得宝HD |
| 1.29% | 1.3% | $192.3万 | 5,452股 | $164.5万 | 5,001股 | +451股+9.02% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.17% | 1.29% | $175.1万 | 2,345股 | $162.8万 | 2,504股 | -159股-6.35% | 减仓 |
 美国运通AXP |
| 1.14% | 1.21% | $170.6万 | 5,044股 | $152.6万 | 5,044股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 1% | 1.14% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.92% | 1.01% | $137.8万 | 3,647股 | $127.7万 | 4,126股 | -479股-11.61% | 减仓 |
| IiShares安硕信托DVY |
| 0.88% | 0.9% | $131.9万 | 8,440股 | $113.8万 | 7,515股 | +925股+12.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.86% | 0.51% | $128.0万 | 3,622股 | $64.8万 | 2,260股 | +1,362股+60.27% | 加仓 |
 默沙东MRK |
| 0.8% | 0.89% | $119.9万 | 9,334股 | $112.3万 | 9,333股 | +1股+0.01% | 加仓 |
 NETFLIXNFLX |
| 0.78% | 0.74% | $116.0万 | 1.6万股 | $93.6万 | 9,730股 | +6,520股+67.01% | 加仓 |
 Meta平台META |
| 0.76% | 0.9% | $113.6万 | 2,016股 | $114.1万 | 1,995股 | +21股+1.05% | 加仓 |
 强生JNJ |
| 0.75% | 0.85% | $111.6万 | 4,396股 | $107.4万 | 4,395股 | +1股+0.02% | 加仓 |
 特斯拉TSLA |
| 0.65% | 0.68% | $96.7万 | 2,300股 | $85.5万 | 2,300股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.62% | 0.72% | $92.7万 | 6,320股 | $90.7万 | 6,280股 | +40股+0.64% | 加仓 |
 思科CSCO |
| 0.6% | 0.47% | $90.0万 | 7,660股 | $59.4万 | 7,659股 | +1股+0.01% | 加仓 |
 美光科技MU |
| 0.6% | — | $89.3万 | 774股 | $0 | 0股 | +774股 | 新买入 |
 WASTE MGMT DELWM |
| 0.59% | 0.87% | $88.1万 | 3,951股 | $110.2万 | 4,796股 | -845股-17.62% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.57% | 0.59% | $85.5万 | 2,845股 | $74.3万 | 2,995股 | -150股-5.01% | 减仓 |
 麦当劳MCD |
| 0.54% | 0.73% | $80.7万 | 2,984股 | $92.7万 | 2,984股 | 00.00% | 持仓不变 |
 VisaV |
| 0.42% | 0.44% | $63.0万 | 1,835股 | $55.5万 | 1,835股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.42% | 0.18% | $62.5万 | 4,473股 | $23.2万 | 5,248股 | -775股-14.77% | 减仓 |
 艾伯维ABBV |
| 0.42% | 0.38% | $62.3万 | 2,476股 | $47.3万 | 2,176股 | +300股+13.79% | 加仓 |
 雪佛龙CVX |
| 0.4% | 0.57% | $59.2万 | 3,571股 | $72.3万 | 3,496股 | +75股+2.15% | 加仓 |
 帕兰提尔PLTR |
| 0.37% | 0.2% | $55.5万 | 4,760股 | $25.2万 | 1,725股 | +3,035股+175.94% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.36% | 0.25% | $53.4万 | 2,100股 | $32.1万 | 2,130股 | -30股-1.41% | 减仓 |
 沃尔玛WMT |
| 0.35% | 0.4% | $52.8万 | 4,660股 | $50.7万 | 4,082股 | +578股+14.16% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.32% | 0.34% | $48.0万 | 4,350股 | $42.3万 | 4,350股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.32% | 0.43% | $47.5万 | 3,030股 | $54.8万 | 2,938股 | +92股+3.13% | 加仓 |
| V先锋领航指数基金VOO |
| 0.31% | 0.29% | $46.6万 | 633股 | $36.5万 | 633股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.31% | 0.27% | $46.1万 | 965股 | $34.3万 | 1,015股 | -50股-4.93% | 减仓 |
 AMD超威AMD |
| 0.31% | — | $46.1万 | 793股 | $0 | 0股 | +793股 | 新买入 |
 伊顿ETN |
| 0.31% | — | $45.8万 | 1,075股 | $0 | 0股 | +1,075股 | 新买入 |
 金佰利KMB |
| 0.31% | 0.32% | $45.6万 | 4,152股 | $40.1万 | 4,152股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.3% | 0.31% | $44.9万 | 1,595股 | $38.6万 | 1,593股 | +2股+0.13% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.3% | 0.25% | $44.8万 | 2,350股 | $31.2万 | 2,350股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.3% | 0.23% | $44.2万 | 415股 | $29.4万 | 415股 | 00.00% | 持仓不变 |
 PUBLIC STORAGE COMPSA |
| 0.28% | 0.28% | $41.4万 | 1,300股 | $35.2万 | 1,300股 | 00.00% | 持仓不变 |
