| GGARMIN SHSGRMN |
| 6.67% | 7.76% | $1,559.6万 | 6.6万股 | $1,523.3万 | 6.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 5.2% | 6.01% | $1,215.5万 | 12.6万股 | $1,178.5万 | 12.7万股 | -1,066股-0.84% | 减仓 |
 应用材料AMAT |
| 3.35% | 2.22% | $783.9万 | 1.1万股 | $436.3万 | 1.3万股 | -1,924股-15.07% | 减仓 |
 谷歌AGOOGL |
| 3.28% | 3.03% | $766.3万 | 2.1万股 | $594.8万 | 2.1万股 | +758股+3.66% | 加仓 |
 英伟达NVDA |
| 3.25% | 3.53% | $760.1万 | 3.8万股 | $692.6万 | 4.0万股 | -1,727股-4.35% | 减仓 |
 苹果AAPL |
| 2.48% | 2.59% | $578.9万 | 2.0万股 | $507.4万 | 2.0万股 | +12股+0.06% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.44% | 2.75% | $569.5万 | 9.8万股 | $539.6万 | 9.2万股 | +5,683股+6.17% | 加仓 |
| VVanEck Russia ETFBBH |
| 2.25% | 2.69% | $526.1万 | 5.1万股 | $528.4万 | 5.5万股 | -4,033股-7.38% | 减仓 |
 安费诺APH |
| 2.24% | 1.68% | $523.5万 | 3.0万股 | $329.4万 | 2.6万股 | +3,617股+13.87% | 加仓 |
 博通AVGO |
| 1.96% | 1.91% | $457.5万 | 1.2万股 | $375.3万 | 1.2万股 | -15股-0.12% | 减仓 |
 微软MSFT |
| 1.8% | 1.92% | $419.6万 | 1.1万股 | $376.3万 | 1.0万股 | +1,083股+10.65% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.73% | 1.84% | $404.8万 | 4.4万股 | $360.5万 | 3.9万股 | +4,907股+12.56% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.65% | 1.78% | $385.9万 | 7.7万股 | $348.8万 | 7.0万股 | +7,011股+10.04% | 加仓 |
 万事达MA |
| 1.64% | 1.71% | $382.7万 | 7,451股 | $334.9万 | 6,702股 | +749股+11.18% | 加仓 |
 摩根大通JPM |
| 1.61% | 1.62% | $376.1万 | 1.1万股 | $318.7万 | 1.1万股 | +655股+6.05% | 加仓 |
 ALTRIAMO |
| 1.56% | 1.53% | $363.8万 | 5.1万股 | $299.6万 | 4.5万股 | +5,150股+11.34% | 加仓 |
 希捷STX |
| 1.41% | 1.22% | $330.0万 | 3,420股 | $239.0万 | 6,100股 | -2,680股-43.93% | 减仓 |
 亚马逊AMZN |
| 1.36% | 1.25% | $318.8万 | 1.3万股 | $245.8万 | 1.2万股 | +1,577股+13.36% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.36% | 1.3% | $317.6万 | 1.8万股 | $255.7万 | 1.5万股 | +2,091股+13.52% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.34% | 1.03% | $313.7万 | 3.3万股 | $203.0万 | 2.8万股 | +4,617股+16.48% | 加仓 |
| IiShares安硕信托IEI |
| 1.34% | 1.59% | $312.2万 | 2.7万股 | $312.2万 | 2.6万股 | +257股+0.98% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.23% | 1.77% | $288.2万 | 5,659股 | $347.3万 | 5,091股 | +568股+11.16% | 加仓 |
 VisaV |
| 1.15% | 1.02% | $268.6万 | 7,828股 | $200.3万 | 6,628股 | +1,200股+18.11% | 加仓 |
 Meta平台META |
| 1.15% | 1.37% | $268.0万 | 4,758股 | $268.8万 | 4,698股 | +60股+1.28% | 加仓 |
 AMD超威AMD |
| 1.1% | 0.47% | $256.0万 | 4,407股 | $91.4万 | 4,492股 | -85股-1.89% | 减仓 |
| PPOWELL INDSPOWL |
| 1.06% | 0.79% | $247.0万 | 8,625股 | $155.6万 | 2,875股 | +5,750股+200.00% | 加仓 |
| IiShares安硕信托MTUM |
| 1.05% | 0.77% | $246.2万 | 7,182股 | $151.8万 | 6,326股 | +856股+13.53% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.05% | 1.18% | $245.7万 | 1.2万股 | $230.9万 | 1.2万股 | -486股-4.04% | 减仓 |
| IiShares安硕信托EFAV |
| 0.99% | 1.2% | $232.0万 | 2.6万股 | $235.9万 | 2.6万股 | +639股+2.48% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.93% | 0.92% | $218.4万 | 6,181股 | $180.5万 | 6,291股 | -110股-1.75% | 减仓 |
 SterisSTE |
| 0.91% | 0.96% | $213.6万 | 1.0万股 | $188.4万 | 8,521股 | +1,621股+19.02% | 加仓 |
 礼来LLY |
| 0.9% | 0.6% | $209.2万 | 1,744股 | $117.7万 | 1,280股 | +464股+36.25% | 加仓 |
 洛克希德马丁LMT |
| 0.89% | 1.08% | $207.8万 | 4,078股 | $211.3万 | 3,497股 | +581股+16.61% | 加仓 |
 TJXTJX |
| 0.88% | 0.94% | $206.5万 | 1.4万股 | $184.7万 | 1.2万股 | +2,066股+17.87% | 加仓 |
| IiShares安硕信托TIP |
| 0.86% | 1.02% | $200.1万 | 1.8万股 | $201.0万 | 1.8万股 | +72股+0.40% | 加仓 |
 科磊KLAC |
| 0.83% | 0.5% | $194.2万 | 6,435股 | $97.2万 | 660股 | +5,775股+875.00% | 加仓 |
| GGRUPO AEROPORTUARIO DEL SUREASR |
| 0.81% | 0.9% | $189.8万 | 6,188股 | $175.6万 | 5,225股 | +963股+18.43% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL |
| 0.76% | 0.93% | $177.6万 | 3.6万股 | $183.0万 | 4.0万股 | -3,428股-8.61% | 减仓 |
 雪佛龙CVX |
| 0.76% | 1% | $176.6万 | 1.1万股 | $196.7万 | 9,507股 | +1,145股+12.04% | 加仓 |
 联合太平洋铁路UNP |
| 0.75% | 0.63% | $175.8万 | 6,463股 | $124.4万 | 5,126股 | +1,337股+26.08% | 加仓 |
 AFFIRM COM CL AAFRM |
| 0.72% | 0.48% | $168.8万 | 2.1万股 | $94.8万 | 2.1万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.72% | 0.78% | $168.6万 | 1.9万股 | $152.1万 | 1.5万股 | +3,773股+25.47% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.69% | 0.67% | $161.6万 | 1.8万股 | $131.5万 | 1.4万股 | +3,275股+22.82% | 加仓 |
 MURPHY USAMUSA |
| 0.69% | 0.57% | $160.2万 | 2,974股 | $112.6万 | 2,279股 | +695股+30.50% | 加仓 |
 FRANCO NEVFNV |
| 0.68% | 0.85% | $158.4万 | 7,598股 | $166.9万 | 6,754股 | +844股+12.50% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.67% | 0.71% | $156.1万 | 3,568股 | $140.1万 | 2,952股 | +616股+20.87% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.68% | $151.6万 | 2,030股 | $132.9万 | 2,044股 | -14股-0.68% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.6% | 0.63% | $139.3万 | 2,666股 | $123.4万 | 2,664股 | +2股+0.08% | 加仓 |
 伊顿ETN |
| 0.59% | 0.57% | $136.9万 | 3,213股 | $111.2万 | 3,109股 | +104股+3.35% | 加仓 |
| V先锋领航指数基金VOO |
| 0.58% | 0.6% | $136.0万 | 1,981股 | $117.2万 | 1,962股 | +19股+0.97% | 加仓 |
