 Meta平台META |
| 15.37% | 17.23% | $1.92亿 | 34.0万股 | $1.95亿 | 34.1万股 | -968股-0.28% | 减仓 |
 苹果AAPL |
| 5.2% | 5% | $6,480.0万 | 22.4万股 | $5,666.8万 | 22.3万股 | +653股+0.29% | 加仓 |
| V先锋领航指数基金VUG |
| 5.07% | 4.69% | $6,318.3万 | 73.3万股 | $5,321.5万 | 12.2万股 | +61.2万股+502.05% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.62% | 7.93% | $5,762.8万 | 11.5万股 | $8,986.0万 | 18.8万股 | -7.2万股-38.58% | 减仓 |
 联合健康UNH |
| 4.61% | 3.29% | $5,747.8万 | 13.8万股 | $3,728.9万 | 13.8万股 | +487股+0.35% | 加仓 |
 艾伯维ABBV |
| 4.6% | 4.34% | $5,732.3万 | 22.8万股 | $4,916.3万 | 22.6万股 | +1,750股+0.77% | 加仓 |
 谷歌AGOOGL |
| 4.26% | 3.71% | $5,308.3万 | 14.9万股 | $4,209.3万 | 14.6万股 | +2,160股+1.48% | 加仓 |
| V先锋领航·MIDVO |
| 3.39% | 3.32% | $4,231.5万 | 52.5万股 | $3,758.9万 | 13.1万股 | +39.4万股+301.25% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 3.21% | 3.09% | $4,002.0万 | 44.2万股 | $3,501.0万 | 43.7万股 | +4,361股+1.00% | 加仓 |
 微软MSFT |
| 2.79% | 2.94% | $3,479.7万 | 9.3万股 | $3,331.8万 | 9.0万股 | +3,278股+3.64% | 加仓 |
 亚马逊AMZN |
| 2.61% | 2.44% | $3,255.0万 | 13.7万股 | $2,762.3万 | 13.3万股 | +3,935股+2.97% | 加仓 |
| V先锋领航指数基金VB |
| 2.48% | 2.36% | $3,099.0万 | 10.2万股 | $2,678.4万 | 10.2万股 | -21股-0.02% | 减仓 |
 ANALOG DEVICES COMADI |
| 2.39% | 2.07% | $2,977.4万 | 7.5万股 | $2,349.4万 | 7.4万股 | +1,116股+1.51% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.19% | 2.22% | $2,727.2万 | 17.2万股 | $2,519.4万 | 17.2万股 | +44股+0.03% | 加仓 |
 AMD超威AMD |
| 2.05% | 0.78% | $2,562.0万 | 4.4万股 | $882.4万 | 4.3万股 | +727股+1.68% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.82% | 1.91% | $2,265.1万 | 27.4万股 | $2,168.8万 | 27.2万股 | +1,657股+0.61% | 加仓 |
 强生JNJ |
| 1.81% | 1.92% | $2,263.4万 | 8.9万股 | $2,171.3万 | 8.9万股 | +293股+0.33% | 加仓 |
| BBANK OF AMERBAC |
| 1.76% | 1.65% | $2,193.3万 | 38.5万股 | $1,870.5万 | 38.4万股 | +1,221股+0.32% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.66% | 1.48% | $2,072.5万 | 5.9万股 | $1,678.3万 | 5.9万股 | +151股+0.26% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.47% | 1.85% | $1,828.7万 | 34.4万股 | $2,100.5万 | 34.3万股 | +1,439股+0.42% | 加仓 |
 甲骨文ORCL |
| 1.22% | 1.36% | $1,527.8万 | 10.4万股 | $1,544.7万 | 10.5万股 | -754股-0.72% | 减仓 |
 默沙东MRK |
| 1.19% | 1.23% | $1,488.4万 | 11.6万股 | $1,389.2万 | 11.5万股 | +339股+0.29% | 加仓 |
 家得宝HD |
| 1.12% | 1.21% | $1,392.8万 | 3.9万股 | $1,368.3万 | 4.2万股 | -2,110股-5.07% | 减仓 |
| V先锋领航指数基金VOO |
| 1.04% | 0.94% | $1,301.7万 | 1.9万股 | $1,065.9万 | 1.8万股 | +1,115股+6.25% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.03% | 1.03% | $1,285.7万 | 7.1万股 | $1,165.1万 | 7.0万股 | +602股+0.85% | 加仓 |
| Q高通QCOM |
| 1.03% | 1.03% | $1,283.6万 | 6.9万股 | $1,163.0万 | 9.0万股 | -2.1万股-23.08% | 减仓 |
 英伟达NVDA |
| 1.03% | 0.99% | $1,280.2万 | 6.4万股 | $1,124.1万 | 6.4万股 | -476股-0.74% | 减仓 |
| V先锋领航·HEALTHVHT |
| 1.01% | 0.96% | $1,263.5万 | 4.2万股 | $1,088.5万 | 4.0万股 | +2,286股+5.72% | 加仓 |
 应用材料AMAT |
| 1% | 0.53% | $1,242.9万 | 1.7万股 | $604.4万 | 1.8万股 | -494股-2.79% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.96% | 0.44% | $1,198.1万 | 13.1万股 | $496.6万 | 5.4万股 | +7.7万股+141.25% | 加仓 |
 雅培ABT |
| 0.92% | 1.15% | $1,151.3万 | 12.7万股 | $1,304.0万 | 12.7万股 | -127股-0.10% | 减仓 |
 美国运通AXP |
| 0.92% | 0.9% | $1,144.5万 | 3.4万股 | $1,021.8万 | 3.4万股 | +57股+0.17% | 加仓 |
 埃克森美孚XOM |
| 0.88% | 1.2% | $1,103.2万 | 8.1万股 | $1,363.8万 | 8.0万股 | +307股+0.38% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.63% | 0.62% | $783.8万 | 4.1万股 | $702.0万 | 4.2万股 | -360股-0.87% | 减仓 |
 星巴克SBUX |
| 0.62% | 0.59% | $772.8万 | 7.6万股 | $673.5万 | 7.5万股 | +447股+0.59% | 加仓 |
| NNUTANIXNTNX |
| 0.57% | 0.47% | $714.4万 | 14.0万股 | $532.9万 | 14.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.55% | 0.56% | $686.1万 | 10.2万股 | $631.2万 | 10.2万股 | -11股-0.01% | 减仓 |
 VisaV |
| 0.52% | 0.51% | $653.6万 | 1.9万股 | $573.9万 | 1.9万股 | +61股+0.32% | 加仓 |
| IiShares安硕信托IXN |
| 0.51% | 0.39% | $640.3万 | 4.4万股 | $442.8万 | 4.4万股 | +22股+0.05% | 加仓 |
 宝洁PG |
| 0.47% | 0.51% | $584.9万 | 4.0万股 | $580.2万 | 4.0万股 | -283股-0.70% | 减仓 |
 博通AVGO |
| 0.37% | 0.27% | $462.0万 | 1.2万股 | $308.0万 | 9,950股 | +2,280股+22.91% | 加仓 |
 PALO ALTOPANW |
| 0.36% | 0.18% | $444.4万 | 1.3万股 | $208.9万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ICSH |
| 0.32% | 0.42% | $401.9万 | 7.9万股 | $471.3万 | 9.3万股 | -1.4万股-14.67% | 减仓 |
 艺康ECL |
| 0.32% | 0.33% | $395.1万 | 1.4万股 | $378.4万 | 1.4万股 | -69股-0.49% | 减仓 |
 百事可乐PEP |
| 0.31% | 0.39% | $391.4万 | 2.9万股 | $446.1万 | 2.9万股 | +184股+0.64% | 加仓 |
| I景顺QQQ信托VOO |
| 0.3% | 0.26% | $370.7万 | 5,034股 | $290.6万 | 5,034股 | 00.00% | 持仓不变 |
| RRUBRIK INC CLASS ARBRK |
| 0.29% | 0.19% | $358.3万 | 4.5万股 | $218.6万 | 4.5万股 | 00.00% | 持仓不变 |
| PProShares信托SSO |
| 0.27% | 0.24% | $342.3万 | 5.1万股 | $267.6万 | 5.2万股 | -785股-1.52% | 减仓 |
 礼来LLY |
| 0.27% | 0.22% | $334.0万 | 2,785股 | $254.7万 | 2,770股 | +15股+0.54% | 加仓 |
 赛富时CRM |
| 0.26% | 0.38% | $328.9万 | 2.1万股 | $434.4万 | 2.3万股 | -2,279股-9.79% | 减仓 |
