| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 8.12% | 8.27% | $1.21亿 | 137.2万股 | $1.01亿 | 27.5万股 | +109.6万股+398.48% | 加仓 |
| SSPDR行业精选信托XLF |
| 7.23% | 8.1% | $1.07亿 | 200.2万股 | $9,906.0万 | 200.6万股 | -4,392股-0.22% | 减仓 |
 英伟达NVDA |
| 5.87% | 6.22% | $8,722.5万 | 43.6万股 | $7,607.0万 | 43.6万股 | -255股-0.06% | 减仓 |
 美光科技MU |
| 5.15% | 1.95% | $7,651.2万 | 6.6万股 | $2,390.0万 | 7.1万股 | -4,459股-6.30% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.23% | 4.59% | $6,280.3万 | 88.1万股 | $5,613.7万 | 87.6万股 | +5,397股+0.62% | 加仓 |
 谷歌AGOOGL |
| 4.06% | 3.99% | $6,026.8万 | 16.9万股 | $4,878.3万 | 17.0万股 | -999股-0.59% | 减仓 |
| V先锋领航全球基金MGV |
| 4.03% | 4.35% | $5,984.9万 | 36.6万股 | $5,325.9万 | 36.7万股 | -1,269股-0.35% | 减仓 |
 苹果AAPL |
| 4% | 4.27% | $5,944.8万 | 20.5万股 | $5,218.7万 | 20.6万股 | -185股-0.09% | 减仓 |
| SSPDR行业精选信托XLK |
| 3.56% | 3.04% | $5,281.4万 | 27.7万股 | $3,714.0万 | 27.9万股 | -2,250股-0.81% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 3.14% | 3.12% | $4,661.3万 | 56.4万股 | $3,812.6万 | 9.4万股 | +47.1万股+503.30% | 加仓 |
 微软MSFT |
| 3.07% | 3.7% | $4,552.0万 | 12.2万股 | $4,525.1万 | 12.2万股 | -211股-0.17% | 减仓 |
 亚马逊AMZN |
| 2.73% | 2.89% | $4,056.0万 | 17.0万股 | $3,531.2万 | 17.0万股 | +625股+0.37% | 加仓 |
 VanEck ETF信托SMH |
| 2.09% | 1.45% | $3,110.7万 | 4.7万股 | $1,770.8万 | 4.6万股 | +1,240股+2.68% | 加仓 |
 博通AVGO |
| 1.94% | 1.93% | $2,879.4万 | 7.6万股 | $2,365.8万 | 7.6万股 | -214股-0.28% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.78% | 2.04% | $2,641.9万 | 12.1万股 | $2,495.4万 | 12.2万股 | -1,929股-1.58% | 减仓 |
 Meta平台META |
| 1.72% | 2.12% | $2,560.7万 | 4.5万股 | $2,591.7万 | 4.5万股 | +159股+0.35% | 加仓 |
 应用材料AMAT |
| 1.71% | 0.98% | $2,533.9万 | 3.5万股 | $1,196.7万 | 3.5万股 | +34股+0.10% | 加仓 |
 AMD超威AMD |
| 1.52% | 0.65% | $2,255.2万 | 3.9万股 | $790.9万 | 3.9万股 | -58股-0.15% | 减仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 1.3% | 1.29% | $1,925.4万 | 51.4万股 | $1,582.6万 | 50.1万股 | +1.3万股+2.53% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.24% | 1.37% | $1,846.6万 | 30.9万股 | $1,675.1万 | 31.0万股 | -552股-0.18% | 减仓 |
 安费诺APH |
| 1.08% | 0.94% | $1,597.7万 | 9.1万股 | $1,144.1万 | 9.1万股 | +66股+0.07% | 加仓 |
 GE航空GE |
| 1.07% | 0.99% | $1,595.0万 | 4.3万股 | $1,214.1万 | 4.3万股 | -109股-0.25% | 减仓 |
 GE VernovaGEV |
| 1.06% | 0.95% | $1,567.6万 | 1.3万股 | $1,164.7万 | 1.3万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 1.05% | 1.33% | $1,566.6万 | 14.6万股 | $1,626.2万 | 14.7万股 | -456股-0.31% | 减仓 |
 特斯拉TSLA |
| 1% | 1.08% | $1,480.2万 | 3.5万股 | $1,316.4万 | 3.5万股 | -218股-0.62% | 减仓 |
 礼来LLY |
| 0.91% | 0.85% | $1,352.1万 | 1.1万股 | $1,034.8万 | 1.1万股 | +22股+0.20% | 加仓 |
| V先锋领航·MIDVO |
| 0.85% | 0.92% | $1,266.8万 | 15.7万股 | $1,127.8万 | 3.9万股 | +11.8万股+300.36% | 加仓 |
 联合健康UNH |
| 0.85% | 0.67% | $1,266.3万 | 3.0万股 | $825.2万 | 3.0万股 | -30股-0.10% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.85% | 0.98% | $1,260.0万 | 4.8万股 | $1,196.0万 | 4.8万股 | -24股-0.05% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.82% | 0.94% | $1,223.5万 | 10.4万股 | $1,154.1万 | 10.6万股 | -1,575股-1.49% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.82% | 0.91% | $1,214.3万 | 7.7万股 | $1,118.4万 | 7.6万股 | +251股+0.33% | 加仓 |
 好市多COST |
| 0.81% | 1.05% | $1,200.4万 | 1.3万股 | $1,278.2万 | 1.3万股 | +4股+0.03% | 加仓 |
| V先锋领航指数基金VB |
| 0.79% | 0.84% | $1,170.3万 | 3.9万股 | $1,027.1万 | 3.9万股 | -607股-1.55% | 减仓 |
 Bloom EnergyBE |
| 0.65% | 0.35% | $963.3万 | 3.2万股 | $426.2万 | 3.1万股 | +364股+1.16% | 加仓 |
 家得宝HD |
| 0.65% | 0.73% | $959.1万 | 2.7万股 | $892.3万 | 2.7万股 | +62股+0.23% | 加仓 |
 强生JNJ |
| 0.64% | 0.74% | $946.0万 | 3.7万股 | $909.4万 | 3.7万股 | +44股+0.12% | 加仓 |
 相干公司COHR |
| 0.6% | 0.44% | $891.9万 | 2.3万股 | $538.9万 | 2.3万股 | -11股-0.05% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.57% | 0.56% | $852.8万 | 5.4万股 | $687.7万 | 5.4万股 | +48股+0.09% | 加仓 |
 TJXTJX |
| 0.56% | 0.72% | $830.9万 | 5.5万股 | $876.2万 | 5.5万股 | -20股-0.04% | 减仓 |
 卡特彼勒CAT |
| 0.55% | 0.45% | $822.0万 | 7,719股 | $547.6万 | 7,729股 | -10股-0.13% | 减仓 |
 埃克森美孚XOM |
| 0.54% | 0.81% | $796.5万 | 5.8万股 | $990.0万 | 5.8万股 | -91股-0.16% | 减仓 |
 CrowdStrikeCRWD |
| 0.53% | 0.33% | $780.1万 | 1.0万股 | $399.5万 | 1.0万股 | -11股-0.11% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.51% | $765.1万 | 2.2万股 | $624.4万 | 2.2万股 | -113股-0.52% | 减仓 |
| FFASTENAL COMFAST |
| 0.51% | 0.6% | $762.9万 | 15.9万股 | $736.5万 | 15.9万股 | +112股+0.07% | 加仓 |
 VisaV |
| 0.51% | 0.54% | $752.9万 | 2.2万股 | $662.9万 | 2.2万股 | +12股+0.05% | 加仓 |
 AMETEK COMAME |
| 0.5% | 0.54% | $749.5万 | 3.1万股 | $664.0万 | 3.1万股 | +6股+0.02% | 加仓 |
 思科CSCO |
| 0.5% | 0.4% | $735.5万 | 6.3万股 | $486.6万 | 6.3万股 | -88股-0.14% | 减仓 |
| S道富XLI |
| 0.43% | 0.46% | $633.6万 | 3.4万股 | $557.9万 | 3.4万股 | -290股-0.84% | 减仓 |
 万豪MAR |
| 0.42% | 0.45% | $619.3万 | 1.7万股 | $546.1万 | 1.7万股 | +14股+0.08% | 加仓 |
 EOG资源EOG |
| 0.41% | 0.56% | $613.6万 | 4.7万股 | $684.0万 | 4.7万股 | -12股-0.03% | 减仓 |
