 亚马逊AMZN |
| 8.72% | 10.58% | $1,096.3万 | 3,363股 | $1,109.7万 | 3,328股 | +35股+1.05% | 加仓 |
| S道富XLI |
| 7.36% | 9.3% | $925.2万 | 9.0万股 | $975.5万 | 9.2万股 | -2,348股-2.55% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 6.6% | 8.95% | $829.7万 | 8.1万股 | $938.9万 | 8.2万股 | -1,247股-1.53% | 减仓 |
| IiShares安硕信托IVV |
| 5.61% | 5.2% | $704.9万 | 1.6万股 | $546.0万 | 1.1万股 | +4,091股+35.74% | 加仓 |
| AABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETFBCD |
| 5.35% | 4.28% | $672.6万 | 17.7万股 | $449.1万 | 14.6万股 | +3.0万股+20.83% | 加仓 |
 苹果AAPL |
| 5.01% | 6.14% | $629.5万 | 3.6万股 | $644.1万 | 3.6万股 | -224股-0.62% | 减仓 |
 黑石集团BX |
| 4.91% | 6.05% | $617.3万 | 4.9万股 | $634.9万 | 4.9万股 | -445股-0.91% | 减仓 |
| IiShares黄金信托IAU |
| 4.53% | 5.27% | $570.1万 | 15.5万股 | $552.7万 | 15.9万股 | -3,984股-2.51% | 减仓 |
| I景顺·KBW BANK ETFKBWB |
| 3.61% | 4.52% | $453.7万 | 7.1万股 | $474.0万 | 7.0万股 | +1,321股+1.89% | 加仓 |
| V先锋领航指数基金VTV |
| 3.53% | — | $443.7万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 3.04% | 2.53% | $381.7万 | 7.9万股 | $265.0万 | 5.2万股 | +2.8万股+53.12% | 加仓 |
| IiShares安硕信托IJJ |
| 2.72% | — | $342.6万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 AMERICAN TOWER COMAMT |
| 2.03% | 2.83% | $255.8万 | 1.0万股 | $297.1万 | 1.0万股 | +25股+0.25% | 加仓 |
| SSPDR道富系列信托KBE |
| 1.97% | 2.21% | $248.3万 | 4.7万股 | $231.4万 | 4.2万股 | +5,018股+11.83% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.95% | — | $245.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| V先锋领航·MIDVO |
| 1.83% | 0.62% | $229.6万 | 9,655股 | $65.0万 | 2,552股 | +7,103股+278.33% | 加仓 |
| F第一信托·USTFDN |
| 1.62% | 2.49% | $204.3万 | 1.1万股 | $261.3万 | 1.2万股 | -681股-5.89% | 减仓 |
| IiShares安硕·COREIJR |
| 1.59% | — | $199.9万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 谷歌AGOOGL |
| 1.53% | 1.93% | $192.7万 | 693股 | $202.2万 | 698股 | -5股-0.72% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.44% | 1.79% | $181.3万 | 649股 | $187.8万 | 649股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 1.41% | 1.44% | $176.7万 | 8,313股 | $151.4万 | 6,697股 | +1,616股+24.13% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 1.29% | 1.65% | $162.5万 | 2,978股 | $173.6万 | 2,662股 | +316股+11.87% | 加仓 |
| F第一信托·UST HEALTH CARE ALPHADEX FUNDFXH |
| 1.26% | 1.53% | $158.8万 | 1.4万股 | $160.7万 | 1.3万股 | +906股+7.00% | 加仓 |
| V先锋领航指数基金VOO |
| 1.18% | 1.49% | $148.5万 | 3,576股 | $156.7万 | 3,590股 | -14股-0.39% | 减仓 |
 英伟达NVDA |
| 1.03% | 1.18% | $129.0万 | 4,726股 | $124.0万 | 4,216股 | +510股+12.10% | 加仓 |
| IiShares安硕信托IGM |
| 0.98% | 1.25% | $123.7万 | 3,182股 | $131.1万 | 2,987股 | +195股+6.53% | 加仓 |
| IiShares安硕·TR MSCI AC ASIA ETFAAXJ |
| 0.78% | 0.28% | $97.9万 | 1.3万股 | $29.7万 | 3,594股 | +9,453股+263.02% | 加仓 |
 微软MSFT |
| 0.68% | 0.78% | $84.9万 | 2,754股 | $81.8万 | 2,432股 | +322股+13.24% | 加仓 |
 CROWN CASTLE COMCCI |
| 0.54% | 0.75% | $68.0万 | 3,681股 | $78.4万 | 3,754股 | -73股-1.94% | 减仓 |
 BAIN CAP SPECIALTY FIN INC COM STKBCSF |
| 0.53% | 0.67% | $67.1万 | 4.3万股 | $70.4万 | 4.6万股 | -3,238股-7.00% | 减仓 |
| V先锋领航全球基金VGT |
| 0.49% | 0.64% | $61.0万 | 1,466股 | $67.1万 | 1,464股 | +2股+0.14% | 加仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.48% | 0.47% | $60.9万 | 2,109股 | $49.8万 | 1,659股 | +450股+27.12% | 加仓 |
 CloudflareNET |
| 0.47% | 0.73% | $59.3万 | 4,951股 | $76.5万 | 5,821股 | -870股-14.95% | 减仓 |
 百事可乐PEP |
| 0.46% | 0.36% | $58.1万 | 3,471股 | $38.0万 | 2,189股 | +1,282股+58.57% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.49% | $57.5万 | 1,628股 | $51.7万 | 1,728股 | -100股-5.79% | 减仓 |
| IiShares安硕信托IEFA |
| 0.45% | — | $56.2万 | 8,087股 | $0 | 0股 | +8,087股 | 新买入 |
| IiShares安硕信托IVW |
| 0.45% | 0.59% | $56.0万 | 7,337股 | $61.4万 | 7,337股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SDY |
| 0.44% | 0.53% | $55.7万 | 4,347股 | $56.0万 | 4,338股 | +9股+0.21% | 加仓 |
| IISHARES U.S. CONSUMER STAPLES ETFIYK |
| 0.41% | 0.5% | $52.1万 | 2,600股 | $52.0万 | 2,600股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.41% | 0.44% | $51.8万 | 2,070股 | $46.2万 | 1,749股 | +321股+18.35% | 加仓 |
 ShopifySHOP |
| 0.37% | 0.79% | $46.2万 | 683股 | $83.1万 | 603股 | +80股+13.27% | 加仓 |
 特斯拉TSLA |
| 0.3% | 0.35% | $37.6万 | 349股 | $36.9万 | 349股 | 00.00% | 持仓不变 |
| F第一信托·UST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT |
| 0.3% | 0.39% | $37.3万 | 2,500股 | $40.5万 | 2,500股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.29% | 0.37% | $36.6万 | 1,609股 | $38.8万 | 1,608股 | +1股+0.06% | 加仓 |
 WELLTOWER COMWELL |
| 0.28% | 0.3% | $35.3万 | 3,672股 | $31.5万 | 3,669股 | +3股+0.08% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.27% | 0.42% | $34.3万 | 760股 | $44.0万 | 925股 | -165股-17.84% | 减仓 |
 宝洁PG |
| 0.25% | 0.33% | $32.0万 | 2,096股 | $34.8万 | 2,130股 | -34股-1.60% | 减仓 |
| IiShares安硕信托IJK |
| 0.25% | 0.33% | $30.9万 | 4,000股 | $34.1万 | 4,000股 | 00.00% | 持仓不变 |
 VisaV |
| 0.24% | 0.29% | $30.5万 | 1,375股 | $30.9万 | 1,427股 | -52股-3.64% | 减仓 |
 迪士尼DIS |
| 0.23% | 0.3% | $28.9万 | 2,108股 | $31.1万 | 2,008股 | +100股+4.98% | 加仓 |
