| IiShares安硕信托AGG |
| 7.33% | 9.29% | $3,457.8万 | 34.9万股 | $3,454.5万 | 34.8万股 | +1,358股+0.39% | 加仓 |
| IiShares安硕信托IVV |
| 5.36% | 13.42% | $2,530.7万 | 3.4万股 | $4,987.7万 | 7.6万股 | -4.3万股-55.74% | 减仓 |
| RRBB FUND TRUSTFEOE |
| 5.01% | 0.48% | $2,363.9万 | 44.3万股 | $179.1万 | 3.5万股 | +40.7万股+1,147.37% | 加仓 |
 英伟达NVDA |
| 4.62% | 1.84% | $2,181.6万 | 10.9万股 | $685.8万 | 3.9万股 | +7.0万股+177.28% | 加仓 |
| AAvantis·U SAVUV |
| 4.26% | 0.01% | $2,010.6万 | 16.1万股 | $2.2万 | 202股 | +16.1万股+79,681.68% | 加仓 |
 AMER STATES WTRAWR |
| 3.44% | 0.4% | $1,624.0万 | 19.7万股 | $150.0万 | 2.0万股 | +17.7万股+900.88% | 加仓 |
 苹果AAPL |
| 3.33% | 3.47% | $1,568.8万 | 5.4万股 | $1,290.4万 | 5.1万股 | +3,374股+6.64% | 加仓 |
 谷歌AGOOGL |
| 3.27% | 3.35% | $1,542.9万 | 4.3万股 | $1,245.0万 | 4.3万股 | -123股-0.28% | 减仓 |
| FFIDELITY FUNDAMENTAL SMALL-MID CAP ETFFFSM |
| 3.22% | — | $1,518.4万 | 39.7万股 | $0 | 0股 | +39.7万股 | 新买入 |
| V先锋领航市政债券基金VTEB |
| 2.77% | 2.24% | $1,307.7万 | 25.9万股 | $834.6万 | 16.7万股 | +9.1万股+54.55% | 加仓 |
 微软MSFT |
| 2.63% | 3.74% | $1,239.9万 | 3.3万股 | $1,389.7万 | 3.8万股 | -4,303股-11.46% | 减仓 |
 博通AVGO |
| 2.34% | 2.07% | $1,101.9万 | 2.9万股 | $769.8万 | 2.5万股 | +4,297股+17.28% | 加仓 |
 亚马逊AMZN |
| 2.31% | 2.45% | $1,087.6万 | 4.6万股 | $911.7万 | 4.4万股 | +1,859股+4.25% | 加仓 |
| IiShares安硕IEMG |
| 2.21% | <0.01% | $1,044.8万 | 12.6万股 | $1.1万 | 151股 | +12.6万股+83,423.18% | 加仓 |
 美光科技MU |
| 2.16% | 0.3% | $1,019.4万 | 8,831股 | $112.7万 | 3,333股 | +5,498股+164.96% | 加仓 |
 泛林集团LRCX |
| 2.16% | 2.08% | $1,017.2万 | 2.3万股 | $774.1万 | 3.6万股 | -1.3万股-35.17% | 减仓 |
| PPGIM ULTRAPULS |
| 1.76% | 0.87% | $830.9万 | 16.7万股 | $322.1万 | 6.5万股 | +10.2万股+157.69% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.61% | 0.28% | $760.7万 | 1.8万股 | $105.7万 | 6,442股 | +1.1万股+173.69% | 加仓 |
 台积电TSM |
| 1.55% | 2.3% | $729.8万 | 1.5万股 | $855.7万 | 2.5万股 | -9,990股-39.58% | 减仓 |
 科磊KLAC |
| 1.49% | 0.85% | $701.5万 | 2.3万股 | $315.4万 | 2,142股 | +2.1万股+985.43% | 加仓 |
 特斯拉TSLA |
| 1.41% | 0.94% | $666.8万 | 1.6万股 | $347.7万 | 9,352股 | +6,502股+69.53% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 1.34% | 0.23% | $631.9万 | 8.2万股 | $84.4万 | 1.1万股 | +7.1万股+645.36% | 加仓 |
 Meta平台META |
| 1.32% | 2.61% | $623.5万 | 1.1万股 | $971.2万 | 1.7万股 | -5,907股-34.80% | 减仓 |
 强生JNJ |
| 1.2% | 2.34% | $564.0万 | 2.2万股 | $871.7万 | 3.6万股 | -1.3万股-37.73% | 减仓 |
| CCASS INFORMATION SYSCASS |
| 1.15% | 1.25% | $542.0万 | 10.6万股 | $465.8万 | 10.6万股 | -200股-0.19% | 减仓 |
 摩根大通JPM |
| 1.03% | 0.57% | $485.1万 | 1.5万股 | $211.0万 | 7,173股 | +7,648股+106.62% | 加仓 |
 礼来LLY |
| 1.02% | 1.08% | $479.1万 | 3,994股 | $401.6万 | 4,366股 | -372股-8.52% | 减仓 |
 VisaV |
| 1% | 1.42% | $472.2万 | 1.4万股 | $527.9万 | 1.7万股 | -3,703股-21.20% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.91% | 2.31% | $428.6万 | 8,566股 | $859.2万 | 1.8万股 | -9,364股-52.23% | 减仓 |
 GE VernovaGEV |
| 0.88% | 0.31% | $417.3万 | 3,550股 | $113.6万 | 1,301股 | +2,249股+172.87% | 加仓 |
 美国合众银行USB |
| 0.83% | 1.32% | $392.8万 | 6.4万股 | $491.5万 | 9.4万股 | -2.9万股-31.08% | 减仓 |
 阿斯麦ASML |
| 0.81% | 0.25% | $381.6万 | 1,918股 | $92.9万 | 703股 | +1,215股+172.83% | 加仓 |
 Arista网络ANET |
| 0.73% | 0.24% | $344.5万 | 2.0万股 | $87.4万 | 7,119股 | +1.3万股+184.84% | 加仓 |
 可口可乐KO |
| 0.71% | 1.01% | $336.4万 | 4.1万股 | $374.6万 | 4.9万股 | -7,779股-15.91% | 减仓 |
 希尔顿HLT |
| 0.71% | 0.97% | $335.3万 | 1.0万股 | $360.5万 | 1.2万股 | -1,710股-14.42% | 减仓 |
 伊顿ETN |
| 0.7% | 0.3% | $327.9万 | 7,696股 | $110.0万 | 3,075股 | +4,621股+150.28% | 加仓 |
 VertivVRT |
| 0.69% | 0.23% | $327.0万 | 9,766股 | $87.1万 | 3,477股 | +6,289股+180.87% | 加仓 |
 雷神技术RTX |
| 0.67% | 0.34% | $318.4万 | 1.7万股 | $124.8万 | 6,470股 | +1.0万股+159.35% | 加仓 |
 TJXTJX |
| 0.64% | 0.96% | $301.9万 | 2.0万股 | $355.3万 | 2.2万股 | -2,325股-10.45% | 减仓 |
| C花旗集团C |
| 0.61% | 0.28% | $288.7万 | 2.1万股 | $104.9万 | 9,246股 | +1.1万股+123.11% | 加仓 |
 贝莱德·INC COMBLK |
| 0.6% | 0.28% | $283.0万 | 2,943股 | $105.9万 | 1,101股 | +1,842股+167.30% | 加仓 |
 奎斯特诊断DGX |
| 0.58% | 0.66% | $275.5万 | 1.3万股 | $245.1万 | 1.3万股 | +494股+3.95% | 加仓 |
 安费诺APH |
| 0.58% | 0.18% | $272.9万 | 1.5万股 | $66.7万 | 5,272股 | +1.0万股+193.15% | 加仓 |
 派克汉尼汾PH |
| 0.55% | 0.27% | $257.8万 | 2,636股 | $98.9万 | 1,105股 | +1,531股+138.55% | 加仓 |
| T赛默飞世尔TMO |
| 0.53% | 1.66% | $248.7万 | 4,956股 | $618.1万 | 1.3万股 | -7,606股-60.55% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.53% | 0.27% | $248.5万 | 3.0万股 | $101.4万 | 1.3万股 | +1.7万股+135.97% | 加仓 |
 沃尔玛WMT |
| 0.52% | 0.35% | $247.1万 | 2.2万股 | $129.8万 | 1.0万股 | +1.1万股+109.21% | 加仓 |
 艾伯维ABBV |
| 0.52% | 0.25% | $244.3万 | 9,708股 | $91.8万 | 4,221股 | +5,487股+129.99% | 加仓 |
 Targa资源TRGP |
| 0.51% | 0.22% | $240.7万 | 8,977股 | $83.0万 | 3,311股 | +5,666股+171.13% | 加仓 |
 直觉外科ISRG |
| 0.47% | 0.85% | $223.5万 | 5,621股 | $314.2万 | 6,816股 | -1,195股-17.53% | 减仓 |
