| V先锋领航指数基金VOO |
| 59.68% | 1.33% | $5,686.0万 | 11.7万股 | $71.9万 | 1,500股 | +11.5万股+7,666.67% | 加仓 |
 OSCAR HEALTHOSCR |
| 21.89% | 17.22% | $2,085.3万 | 98.3万股 | $930.5万 | 58.8万股 | +39.5万股+67.16% | 加仓 |
| AAVIDXCHANGE HOLDINGS INC COM |
| 5.29% | 12.87% | $504.1万 | 62.2万股 | $695.4万 | 57.7万股 | +4.5万股+7.80% | 加仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 4.87% | 7.06% | $463.9万 | 5.8万股 | $381.7万 | 5.2万股 | +6,218股+11.96% | 加仓 |
 英伟达NVDA |
| 1.45% | 2.29% | $138.4万 | 1.1万股 | $123.5万 | 1.0万股 | +1,400股+14.00% | 加仓 |
| SSPDR黄金信托GLD |
| 1.02% | 1.59% | $97.2万 | 4,000股 | $86.0万 | 4,000股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEI |
| 1% | — | $95.7万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
 亚马逊AMZN |
| 0.78% | 1.36% | $74.5万 | 4,000股 | $73.4万 | 3,800股 | +200股+5.26% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.78% | 1.69% | $74.2万 | 6,457股 | $91.3万 | 6,757股 | -300股-4.44% | 减仓 |
 特斯拉TSLA |
| 0.63% | — | $60.2万 | 2,300股 | $0 | 0股 | +2,300股 | 新买入 |
 微软MSFT |
| 0.59% | 0.99% | $55.9万 | 1,300股 | $53.6万 | 1,200股 | +100股+8.33% | 加仓 |
| IiShares安硕信托TLT |
| 0.57% | 7.81% | $53.9万 | 5,500股 | $422.2万 | 4.6万股 | -4.1万股-88.04% | 减仓 |
 苹果AAPL |
| 0.51% | 0.62% | $48.9万 | 2,100股 | $33.7万 | 1,600股 | +500股+31.25% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.35% | 0.78% | $33.4万 | 2,000股 | $42.2万 | 2,300股 | -300股-13.04% | 减仓 |
 优步UBER |
| 0.31% | 37.41% | $30.0万 | 4,000股 | $2,021.2万 | 27.8万股 | -27.4万股-98.56% | 减仓 |
 PALO ALTOPANW |
| 0.27% | 0.47% | $25.6万 | 750股 | $25.4万 | 750股 | 00.00% | 持仓不变 |
