| AAlphabet Inc Class CGOOG |
| 34.14% | 29% | $1.17亿 | 40.2万股 | $7,665.0万 | 43.2万股 | -3.0万股-7.04% | 减仓 |
 谷歌AGOOGL |
| 16.15% | 12.95% | $5,542.6万 | 19.0万股 | $3,424.2万 | 19.4万股 | -4,038股-2.08% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 7.2% | 8.31% | $2,470.0万 | 12.6万股 | $2,196.5万 | 12.0万股 | +5,541股+4.61% | 加仓 |
| WWisdomTree信托DGRW |
| 6.18% | 7.27% | $2,122.2万 | 23.7万股 | $1,923.0万 | 23.0万股 | +7,133股+3.11% | 加仓 |
 英伟达NVDA |
| 4.67% | 5.88% | $1,602.3万 | 8.3万股 | $1,553.7万 | 9.8万股 | -1.5万股-15.65% | 减仓 |
| VVanEck Russia ETFBBH |
| 3.38% | 4.52% | $1,159.0万 | 11.4万股 | $1,196.1万 | 12.8万股 | -1.3万股-10.56% | 减仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 2.93% | 3.12% | $1,005.8万 | 24.0万股 | $824.4万 | 20.8万股 | +3.2万股+15.23% | 加仓 |
 苹果AAPL |
| 2.61% | 2.59% | $895.2万 | 3.2万股 | $683.6万 | 3.3万股 | -826股-2.48% | 减仓 |
 微软MSFT |
| 2.42% | 3.03% | $829.7万 | 1.6万股 | $799.8万 | 1.6万股 | +232股+1.44% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 2.2% | 2.78% | $754.0万 | 11.6万股 | $735.8万 | 12.0万股 | -4,471股-3.71% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.88% | 2.79% | $647.0万 | 12.9万股 | $738.0万 | 14.7万股 | -1.8万股-12.34% | 减仓 |
| IiShares安硕信托ICSH |
| 1.66% | 1.68% | $568.1万 | 11.3万股 | $443.3万 | 8.8万股 | +2.5万股+28.56% | 加仓 |
| A美国世纪ETF信托AVMC |
| 1.39% | 1.33% | $478.8万 | 6.9万股 | $351.9万 | 5.3万股 | +1.5万股+29.11% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.33% | 1.8% | $457.6万 | 1.2万股 | $475.8万 | 1.4万股 | -1,779股-12.70% | 减仓 |
 ServiceNowNOW |
| 1.32% | 2.05% | $454.4万 | 5,280股 | $542.8万 | 5,280股 | 00.00% | 持仓不变 |
| IiShares安硕信托IQLT |
| 1.29% | 1.56% | $442.1万 | 9.8万股 | $412.1万 | 9.5万股 | +2,488股+2.61% | 加仓 |
 亚马逊AMZN |
| 0.83% | 0.85% | $285.9万 | 1.1万股 | $224.6万 | 1.0万股 | +1,241股+12.12% | 加仓 |
| DDOORDASHDASH |
| 0.71% | 1.12% | $242.2万 | 1.2万股 | $297.3万 | 1.2万股 | +14股+0.12% | 加仓 |
 博通AVGO |
| 0.55% | 0.3% | $187.6万 | 5,331股 | $78.2万 | 2,837股 | +2,494股+87.91% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.63% | $184.7万 | 2,705股 | $166.3万 | 2,685股 | +20股+0.74% | 加仓 |
 TwilioTWLO |
| 0.41% | 0.52% | $140.5万 | 1.1万股 | $137.0万 | 1.1万股 | -263股-2.39% | 减仓 |
 摩根大通JPM |
| 0.39% | 0.45% | $135.4万 | 4,290股 | $119.2万 | 4,110股 | +180股+4.38% | 加仓 |
 特斯拉TSLA |
| 0.33% | 0.3% | $114.6万 | 2,607股 | $79.6万 | 2,505股 | +102股+4.07% | 加仓 |
 帕兰提尔PLTR |
| 0.3% | 0.3% | $102.0万 | 5,343股 | $79.3万 | 5,815股 | -472股-8.12% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.27% | 0.33% | $92.0万 | 4,205股 | $86.4万 | 4,205股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.26% | 0.39% | $90.5万 | 1,443股 | $104.3万 | 1,413股 | +30股+2.12% | 加仓 |
| IiShares安硕信托IVV |
| 0.25% | 0.16% | $84.9万 | 1,237股 | $41.2万 | 664股 | +573股+86.30% | 加仓 |
| IiShares安硕·COREIJR |
| 0.23% | 0.1% | $79.8万 | 6,676股 | $26.6万 | 2,434股 | +4,242股+174.28% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.22% | 0.27% | $74.4万 | 1.4万股 | $70.1万 | 1.4万股 | +465股+3.40% | 加仓 |
 礼来LLY |
| 0.21% | 0.21% | $71.7万 | 726股 | $55.2万 | 708股 | +18股+2.54% | 加仓 |
 AVANTIS INTLNGG |
| 0.2% | — | $68.4万 | 8,490股 | $0 | 0股 | +8,490股 | 新买入 |
 优步UBER |
| 0.19% | 0.25% | $66.0万 | 7,047股 | $65.3万 | 6,994股 | +53股+0.76% | 加仓 |
| IiShares安硕·COREIJH |
| 0.19% | — | $64.4万 | 9,855股 | $0 | 0股 | +9,855股 | 新买入 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.17% | 0.12% | $58.7万 | 2.2万股 | $31.6万 | 1.2万股 | +9,979股+83.78% | 加仓 |
| G通用动力VTI |
| 0.15% | 0.16% | $52.8万 | 1,573股 | $42.6万 | 1,398股 | +175股+12.52% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.15% | 0.17% | $51.8万 | 2,119股 | $45.6万 | 2,113股 | +6股+0.28% | 加仓 |
| A美国世纪ETF信托AVLC |
| 0.15% | — | $51.0万 | 6,525股 | $0 | 0股 | +6,525股 | 新买入 |
| IiShares安硕信托USMV |
| 0.14% | 0.19% | $49.8万 | 5,278股 | $51.4万 | 5,472股 | -194股-3.55% | 减仓 |
 台积电TSM |
| 0.14% | 0.14% | $49.7万 | 1,707股 | $36.8万 | 1,627股 | +80股+4.92% | 加仓 |
| SSPDR道富系列信托QUS |
| 0.14% | 0.17% | $47.9万 | 2,765股 | $45.1万 | 2,765股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.14% | 0.15% | $47.8万 | 590股 | $40.8万 | 577股 | +13股+2.25% | 加仓 |
| I景顺QQQ信托VOO |
| 0.13% | 0.12% | $46.0万 | 741股 | $31.7万 | 574股 | +167股+29.09% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.12% | 0.12% | $42.4万 | 6,866股 | $32.1万 | 5,623股 | +1,243股+22.11% | 加仓 |
| IiShares安硕信托IVW |
| 0.11% | — | $38.8万 | 3,133股 | $0 | 0股 | +3,133股 | 新买入 |
| VVanEck ETF信托HYD |
| 0.11% | 0.18% | $38.4万 | 7,541股 | $46.9万 | 9,335股 | -1,794股-19.22% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.11% | 0.27% | $37.4万 | 7,867股 | $71.4万 | 1.5万股 | -7,296股-48.12% | 减仓 |
| V先锋领航指数基金VXF |
| 0.11% | 0.13% | $37.0万 | 1,760股 | $33.9万 | 1,759股 | +1股+0.06% | 加仓 |
 VanEck ETF信托SMH |
| 0.1% | 0.1% | $33.5万 | 955股 | $26.6万 | 955股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.09% | 0.1% | $31.6万 | 503股 | $27.1万 | 476股 | +27股+5.67% | 加仓 |
 强生JNJ |
| 0.09% | 0.08% | $30.7万 | 1,582股 | $20.6万 | 1,348股 | +234股+17.36% | 加仓 |
