| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 10.68% | 10.36% | $6,998.7万 | 63.4万股 | $6,324.9万 | 65.1万股 | -1.6万股-2.48% | 减仓 |
| V先锋领航·FTSEVEA |
| 9.55% | 9.56% | $6,255.1万 | 87.8万股 | $5,833.3万 | 91.0万股 | -3.2万股-3.56% | 减仓 |
 英伟达NVDA |
| 5.34% | 5.1% | $3,500.7万 | 17.5万股 | $3,115.1万 | 17.9万股 | -3,660股-2.05% | 减仓 |
 博通AVGO |
| 3.56% | 3.19% | $2,333.0万 | 6.2万股 | $1,949.8万 | 6.3万股 | -1,236股-1.96% | 减仓 |
 苹果AAPL |
| 3.27% | 3.1% | $2,143.1万 | 7.4万股 | $1,889.0万 | 7.4万股 | -366股-0.49% | 减仓 |
 QUANTA SVCSPWR |
| 3.04% | 2.52% | $1,990.3万 | 2.8万股 | $1,538.7万 | 2.8万股 | -384股-1.37% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.98% | 0.91% | $1,299.6万 | 3.0万股 | $555.2万 | 3.4万股 | -3,707股-10.96% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.9% | 1.67% | $1,247.3万 | 12.2万股 | $1,021.2万 | 13.0万股 | -7,898股-6.08% | 减仓 |
 微软MSFT |
| 1.9% | 2.03% | $1,244.8万 | 3.3万股 | $1,236.7万 | 3.3万股 | -39股-0.12% | 减仓 |
 迈威尔MRVL |
| 1.86% | 0.66% | $1,217.9万 | 4.1万股 | $403.1万 | 4.1万股 | +188股+0.46% | 加仓 |
 谷歌AGOOGL |
| 1.84% | 1.62% | $1,203.8万 | 3.4万股 | $989.6万 | 3.4万股 | -727股-2.11% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.79% | 1.64% | $1,174.5万 | 3.9万股 | $1,000.1万 | 4.0万股 | -1,235股-3.06% | 减仓 |
 亚马逊AMZN |
| 1.79% | 1.72% | $1,174.1万 | 4.9万股 | $1,052.2万 | 5.1万股 | -1,260股-2.49% | 减仓 |
| J摩根大通交易所交易基金JBND |
| 1.69% | 1.89% | $1,105.7万 | 20.7万股 | $1,152.0万 | 21.4万股 | -7,588股-3.54% | 减仓 |
 帕兰提尔PLTR |
| 1.65% | 2.29% | $1,083.9万 | 9.3万股 | $1,396.9万 | 9.5万股 | -2,593股-2.72% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.63% | 1.5% | $1,067.9万 | 1.4万股 | $916.2万 | 1.4万股 | +212股+1.50% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.62% | 1.61% | $1,059.2万 | 10.2万股 | $985.3万 | 10.1万股 | +519股+0.51% | 加仓 |
| V先锋领航指数基金VOO |
| 1.45% | 1.38% | $947.9万 | 1.4万股 | $845.1万 | 1.4万股 | -340股-2.40% | 减仓 |
 PALO ALTOPANW |
| 1.39% | 0.71% | $912.3万 | 2.7万股 | $434.4万 | 2.7万股 | -344股-1.27% | 减仓 |
 摩根大通JPM |
| 1.24% | 1.2% | $814.5万 | 2.5万股 | $733.0万 | 2.5万股 | -37股-0.15% | 减仓 |
| BBANK OF AMERBAC |
| 1.24% | 1.15% | $809.3万 | 14.2万股 | $702.7万 | 14.4万股 | -2,114股-1.47% | 减仓 |
 高盛GS |
| 1.22% | 1.12% | $797.2万 | 7,882股 | $683.3万 | 8,077股 | -195股-2.41% | 减仓 |
| CCVB FINLCVBF |
| 1.2% | 2.18% | $788.6万 | 34.3万股 | $1,329.6万 | 34.3万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.17% | 1.13% | $764.8万 | 3.0万股 | $690.9万 | 3.2万股 | -1,378股-4.34% | 减仓 |
| IiShares安硕·COREIJR |
| 1.14% | 1.05% | $744.7万 | 5.0万股 | $643.4万 | 5.2万股 | -1,539股-2.97% | 减仓 |
 TRAVELERS COSTRV |
| 1.12% | 1.08% | $735.3万 | 2.2万股 | $660.9万 | 2.3万股 | -386股-1.70% | 减仓 |
 戴蒙德能源FANG |
| 1.08% | 1.29% | $706.9万 | 4.0万股 | $787.0万 | 4.0万股 | +426股+1.07% | 加仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.96% | — | $628.2万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 嘉信理财SCHW |
| 0.95% | 1.08% | $620.8万 | 6.7万股 | $657.1万 | 7.0万股 | -2,644股-3.78% | 减仓 |
 默沙东MRK |
| 0.93% | 0.95% | $608.4万 | 4.7万股 | $580.3万 | 4.8万股 | -894股-1.85% | 减仓 |
 道明尼能源D |
| 0.93% | 0.93% | $607.6万 | 8.9万股 | $564.7万 | 9.1万股 | -2,371股-2.60% | 减仓 |
| DDUTCH BROSBROS |
| 0.92% | 0.72% | $603.6万 | 8.4万股 | $437.4万 | 8.6万股 | -2,293股-2.66% | 减仓 |
 沃尔玛WMT |
| 0.91% | 1.18% | $594.4万 | 5.2万股 | $718.7万 | 5.8万股 | -5,349股-9.25% | 减仓 |
 雪佛龙CVX |
| 0.91% | 1.24% | $593.8万 | 3.5万股 | $758.7万 | 3.5万股 | -851股-2.40% | 减仓 |
| FFRST TST CALIFORNIA MUN HIGH INCFCAL |
| 0.9% | 0.95% | $588.3万 | 11.8万股 | $580.9万 | 11.9万股 | -323股-0.27% | 减仓 |
 优步UBER |
| 0.9% | 0.99% | $586.6万 | 8.1万股 | $606.7万 | 8.4万股 | -3,057股-3.62% | 减仓 |
 家得宝HD |
| 0.89% | 0.82% | $580.8万 | 1.6万股 | $499.9万 | 1.5万股 | +1,266股+8.33% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.88% | 0.58% | $578.5万 | 2.3万股 | $356.7万 | 2.4万股 | -918股-3.88% | 减仓 |
 BWX科技BWXT |
| 0.84% | 0.97% | $551.9万 | 2.8万股 | $593.9万 | 2.9万股 | -690股-2.38% | 减仓 |
 美国合众银行USB |
| 0.84% | 0.79% | $550.9万 | 9.1万股 | $479.6万 | 9.2万股 | -1,011股-1.10% | 减仓 |
 ExpediaEXPE |
| 0.83% | 0.83% | $545.7万 | 2.1万股 | $507.3万 | 2.2万股 | -642股-2.92% | 减仓 |
| T赛默飞世尔TMO |
| 0.83% | 0.9% | $544.1万 | 1.1万股 | $551.2万 | 1.1万股 | -361股-3.22% | 减仓 |
 联合太平洋铁路UNP |
| 0.82% | 0.79% | $537.4万 | 2.0万股 | $482.3万 | 2.0万股 | -120股-0.60% | 减仓 |
 切尼尔能源LNG |
| 0.79% | 1.73% | $518.6万 | 2.2万股 | $1,058.7万 | 3.7万股 | -1.6万股-41.84% | 减仓 |
 宣伟SHW |
| 0.73% | 0.7% | $476.0万 | 1.4万股 | $425.3万 | 1.3万股 | +557股+4.20% | 加仓 |
 埃克森美孚XOM |
| 0.72% | 0.97% | $469.7万 | 2.5万股 | $592.8万 | 2.6万股 | -590股-2.27% | 减仓 |
 高露洁CL |
| 0.72% | 0.77% | $468.9万 | 5.1万股 | $469.5万 | 5.5万股 | -3,947股-7.16% | 减仓 |
| TTOAST CL ATOST |
| 0.7% | — | $460.2万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.61% | $460.1万 | 1.3万股 | $372.5万 | 1.3万股 | +36股+0.28% | 加仓 |
 万事达MA |
| 0.7% | 0.76% | $456.9万 | 8,896股 | $465.3万 | 9,313股 | -417股-4.48% | 减仓 |
