 微软MSFT |
| 8.94% | 10.97% | $832.3万 | 2.2万股 | $891.0万 | 2.4万股 | -1,756股-7.30% | 减仓 |
| IiShares安硕信托SGOV |
| 8.29% | 10.72% | $771.9万 | 7.7万股 | $871.1万 | 8.7万股 | -9,866股-11.40% | 减仓 |
| IiShares安硕信托IVV |
| 7.01% | 6.99% | $652.3万 | 8,710股 | $568.1万 | 8,697股 | +13股+0.15% | 加仓 |
 英伟达NVDA |
| 5.54% | 5.58% | $515.9万 | 2.6万股 | $453.4万 | 2.6万股 | -211股-0.81% | 减仓 |
 苹果AAPL |
| 3.92% | 4.03% | $364.6万 | 1.3万股 | $327.7万 | 1.3万股 | -313股-2.42% | 减仓 |
| NNAVANNAVN |
| 3.59% | — | $334.6万 | 14.6万股 | $0 | 0股 | +14.6万股 | 新买入 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 3.1% | 4.2% | $288.5万 | 9.6万股 | $341.4万 | 9.6万股 | -704股-0.73% | 减仓 |
| S嘉信策略信托SCHC |
| 2.9% | 3.12% | $270.3万 | 5.1万股 | $253.3万 | 5.2万股 | -521股-1.01% | 减仓 |
| IiShares安硕·S&PIVE |
| 2.79% | 2.97% | $259.4万 | 1.1万股 | $241.2万 | 1.1万股 | 00.00% | 持仓不变 |
| SSPROTT ASSET MANAGEMENTCEF |
| 2.44% | 3.48% | $227.1万 | 5.6万股 | $283.0万 | 5.9万股 | -2,867股-4.83% | 减仓 |
| V先锋领航指数基金VTV |
| 2.26% | 2.34% | $210.9万 | 9,676股 | $189.9万 | 9,681股 | -5股-0.05% | 减仓 |
 应用材料AMAT |
| 2.22% | 1.25% | $206.9万 | 2,861股 | $101.9万 | 2,980股 | -119股-3.99% | 减仓 |
 强生JNJ |
| 1.82% | 2.01% | $169.8万 | 6,686股 | $163.4万 | 6,686股 | 00.00% | 持仓不变 |
| I景顺·CURRENCYSHARES SWISSFXF |
| 1.8% | 2.11% | $167.5万 | 1.5万股 | $171.3万 | 1.6万股 | -160股-1.03% | 减仓 |
 谷歌AGOOGL |
| 1.64% | 1.5% | $153.0万 | 4,282股 | $121.9万 | 4,238股 | +44股+1.04% | 加仓 |
 DatadogDDOG |
| 1.46% | 0.76% | $135.8万 | 5,214股 | $62.1万 | 5,259股 | -45股-0.86% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 1.4% | 1.37% | $130.1万 | 8,290股 | $111.1万 | 8,031股 | +259股+3.23% | 加仓 |
| V先锋领航指数基金VUG |
| 1.36% | 1.32% | $127.0万 | 1.5万股 | $107.4万 | 2,458股 | +1.2万股+500.00% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.36% | 1.41% | $126.8万 | 8,080股 | $114.3万 | 8,260股 | -180股-2.18% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.29% | 0.81% | $120.5万 | 1,614股 | $65.9万 | 1,014股 | +600股+59.17% | 加仓 |
 摩根大通JPM |
| 1.24% | 1.3% | $115.6万 | 3,533股 | $105.7万 | 3,594股 | -61股-1.70% | 减仓 |
| AAT&TT |
| 1.23% | 1.96% | $115.0万 | 5.6万股 | $159.6万 | 5.5万股 | +500股+0.91% | 加仓 |
| G高盛ETF信托JUST |
| 1.23% | 1.22% | $114.8万 | 1.1万股 | $98.8万 | 1.1万股 | +81股+0.76% | 加仓 |
 思科CSCO |
| 1.17% | 0.9% | $108.9万 | 9,274股 | $73.3万 | 9,447股 | -173股-1.83% | 减仓 |
 PALO ALTOPANW |
| 1.16% | 0.62% | $107.8万 | 3,160股 | $50.5万 | 3,152股 | +8股+0.25% | 加仓 |
 GE航空GE |
| 1.15% | 1% | $106.9万 | 2,861股 | $81.2万 | 2,861股 | 00.00% | 持仓不变 |
| GGlobal X基金DTCR |
| 1.13% | 1.02% | $105.3万 | 3.5万股 | $82.8万 | 3.5万股 | +114股+0.33% | 加仓 |
| G通用动力VTI |
| 1.13% | 0.86% | $105.0万 | 2,837股 | $70.2万 | 2,187股 | +650股+29.72% | 加仓 |
| IiShares安硕信托IXN |
| 1.11% | 0.89% | $103.7万 | 7,177股 | $72.6万 | 7,267股 | -90股-1.24% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.1% | 1.15% | $102.5万 | 1.4万股 | $93.2万 | 1.5万股 | -148股-1.02% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.99% | 0.92% | $92.0万 | 2,603股 | $74.7万 | 2,603股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYD |
| 0.96% | 1.04% | $89.0万 | 1.9万股 | $84.5万 | 1.9万股 | +82股+0.44% | 加仓 |
 艾伯维ABBV |
| 0.92% | 0.91% | $85.4万 | 3,393股 | $74.0万 | 3,405股 | -12股-0.35% | 减仓 |
 高盛GS |
| 0.91% | 0.87% | $84.4万 | 835股 | $70.6万 | 835股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.9% | 0.96% | $84.2万 | 3,836股 | $77.6万 | 4,047股 | -211股-5.21% | 减仓 |
| IiShares安硕EWL |
| 0.89% | 0.96% | $83.1万 | 1.3万股 | $77.6万 | 1.3万股 | +35股+0.27% | 加仓 |
 VisaV |
| 0.88% | 1.01% | $81.8万 | 2,383股 | $82.4万 | 2,725股 | -342股-12.55% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.88% | 0.93% | $81.6万 | 2.2万股 | $75.4万 | 2.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.86% | 0.71% | $80.4万 | 3,372股 | $58.0万 | 2,783股 | +589股+21.16% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.86% | 0.62% | $80.4万 | 6,077股 | $50.5万 | 4,502股 | +1,575股+34.98% | 加仓 |
| IiShares安硕信托ITA |
| 0.82% | 1.03% | $76.2万 | 3,143股 | $83.5万 | 3,817股 | -674股-17.66% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.79% | 0.8% | $73.9万 | 2,699股 | $64.7万 | 2,739股 | -40股-1.46% | 减仓 |
| V先锋领航全球基金MGV |
| 0.69% | 0.7% | $63.9万 | 3,908股 | $56.6万 | 3,908股 | 00.00% | 持仓不变 |
 HSBC SPON ADR NEWHSBC |
| 0.67% | 0.63% | $62.2万 | 6,543股 | $51.3万 | 6,221股 | +322股+5.18% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.61% | 0.71% | $57.2万 | 2.5万股 | $57.4万 | 2.5万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.6% | 0.42% | $55.4万 | 6,877股 | $34.0万 | 1,185股 | +5,692股+480.34% | 加仓 |
| IINVESCO DB COMMODITY INDEX TRACKING FUNDDBC |
| 0.58% | 0.72% | $54.2万 | 2.0万股 | $58.8万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.57% | 0.59% | $53.2万 | 8,912股 | $47.8万 | 8,835股 | +77股+0.87% | 加仓 |
| IiShares安硕信托IWD |
| 0.53% | — | $49.7万 | 2,051股 | $0 | 0股 | +2,051股 | 新买入 |
| AAMPLIFY ETF TRHACK |
| 0.52% | 0.49% | $48.7万 | 6,045股 | $39.9万 | 6,045股 | 00.00% | 持仓不变 |
