| CCOREWEAVE INC CLASS ACRWV |
| 7.75% | — | $6,370.0万 | 64.0万股 | $0 | 0股 | +64.0万股 | 新买入 |
| V先锋领航国际股票指数基金VT |
| 4% | 2.38% | $3,291.6万 | 21.0万股 | $1,229.1万 | 8.9万股 | +12.1万股+136.02% | 加仓 |
 英伟达NVDA |
| 3.53% | 4.26% | $2,905.8万 | 14.5万股 | $2,194.8万 | 12.6万股 | +1.9万股+15.40% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 3.44% | 1.86% | $2,828.1万 | 34.2万股 | $957.6万 | 13.0万股 | +21.2万股+163.18% | 加仓 |
 苹果AAPL |
| 2.36% | 2.95% | $1,939.4万 | 6.7万股 | $1,523.0万 | 6.0万股 | +7,013股+11.69% | 加仓 |
 微软MSFT |
| 2.2% | 3.21% | $1,810.3万 | 4.9万股 | $1,653.4万 | 4.5万股 | +3,863股+8.65% | 加仓 |
 美光科技MU |
| 2.08% | 0.87% | $1,713.5万 | 1.5万股 | $449.7万 | 1.3万股 | +1,534股+11.52% | 加仓 |
 亚马逊AMZN |
| 1.89% | 2.37% | $1,553.0万 | 6.5万股 | $1,222.9万 | 5.9万股 | +6,443股+10.97% | 加仓 |
| V先锋领航指数基金VOO |
| 1.75% | 2.42% | $1,437.5万 | 2.1万股 | $1,247.1万 | 2.1万股 | +60股+0.29% | 加仓 |
 博通AVGO |
| 1.22% | 1.51% | $1,006.0万 | 2.7万股 | $779.8万 | 2.5万股 | +1,437股+5.70% | 加仓 |
 谷歌AGOOGL |
| 0.95% | 1.18% | $780.4万 | 2.2万股 | $607.5万 | 2.1万股 | +710股+3.36% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.92% | 1.07% | $757.9万 | 1.5万股 | $554.1万 | 1.2万股 | +3,584股+31.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.92% | 1.05% | $754.7万 | 2.1万股 | $543.2万 | 1.9万股 | +2,425股+12.81% | 加仓 |
 特斯拉TSLA |
| 0.85% | 0.93% | $695.6万 | 1.7万股 | $479.9万 | 1.3万股 | +3,630股+28.12% | 加仓 |
 慧与HPEHPE |
| 0.71% | 0.38% | $581.4万 | 12.9万股 | $195.5万 | 8.2万股 | +4.7万股+57.00% | 加仓 |
 西部数据WDC |
| 0.69% | 0.36% | $568.2万 | 8,896股 | $184.2万 | 6,810股 | +2,086股+30.63% | 加仓 |
 希捷STX |
| 0.63% | 0.32% | $521.1万 | 5,400股 | $166.2万 | 4,242股 | +1,158股+27.30% | 加仓 |
 Meta平台META |
| 0.63% | 0.9% | $517.0万 | 9,178股 | $464.8万 | 8,124股 | +1,054股+12.97% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.62% | 0.67% | $513.7万 | 2,592股 | $345.0万 | 2,502股 | +90股+3.60% | 加仓 |
 GE航空GE |
| 0.6% | 0.68% | $494.6万 | 1.3万股 | $350.4万 | 1.2万股 | +887股+7.18% | 加仓 |
 CENTENE DEL COMCNC |
| 0.59% | 0.49% | $482.0万 | 7.5万股 | $250.9万 | 7.7万股 | -1,553股-2.03% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.56% | 0.59% | $462.2万 | 3.2万股 | $302.0万 | 2.4万股 | +8,384股+35.06% | 加仓 |
 摩根大通JPM |
| 0.55% | 0.2% | $454.9万 | 1.4万股 | $104.3万 | 3,545股 | +1.0万股+292.02% | 加仓 |
 XOMETRYXMTR |
| 0.55% | — | $454.2万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 礼来LLY |
| 0.52% | 0.32% | $426.4万 | 3,555股 | $167.5万 | 1,821股 | +1,734股+95.22% | 加仓 |
 好市多COST |
| 0.5% | 1.29% | $410.0万 | 4,383股 | $663.8万 | 6,662股 | -2,279股-34.21% | 减仓 |
 GE VernovaGEV |
| 0.49% | 0.49% | $403.2万 | 3,432股 | $251.5万 | 2,881股 | +551股+19.13% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.49% | 0.68% | $401.7万 | 5,379股 | $349.8万 | 5,379股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.48% | 0.41% | $395.5万 | 1,988股 | $209.0万 | 1,582股 | +406股+25.66% | 加仓 |
 爱迪生国际EIX |
| 0.45% | 0.7% | $367.1万 | 4.9万股 | $361.5万 | 4.9万股 | -91股-0.18% | 减仓 |
 英特尔INTC |
| 0.44% | 0.15% | $363.1万 | 2.6万股 | $76.2万 | 1.7万股 | +8,746股+50.67% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.44% | 0.28% | $359.7万 | 1.4万股 | $146.9万 | 9,741股 | +4,394股+45.11% | 加仓 |
 EOG资源EOG |
| 0.43% | 0.56% | $353.5万 | 2.7万股 | $288.3万 | 2.0万股 | +7,313股+36.68% | 加仓 |
| SSANDISK COMSNDK |
| 0.41% | 0.17% | $340.2万 | 1,496股 | $88.4万 | 1,391股 | +105股+7.55% | 加仓 |
 太平洋煤电PCG |
| 0.41% | 0.91% | $338.1万 | 20.1万股 | $471.3万 | 26.8万股 | -6.7万股-25.07% | 减仓 |
 标普全球SPGI |
| 0.4% | 0.69% | $325.5万 | 7,992股 | $357.7万 | 8,410股 | -418股-4.97% | 减仓 |
 宝洁PG |
| 0.39% | 0.64% | $323.6万 | 2.2万股 | $329.5万 | 2.3万股 | -740股-3.24% | 减仓 |
 CHUBB LIMITEDCB |
| 0.39% | 0.59% | $317.3万 | 9,312股 | $305.9万 | 9,384股 | -72股-0.77% | 减仓 |
 REDDIT CL ARDDT |
| 0.38% | 0.44% | $313.3万 | 1.8万股 | $225.4万 | 1.7万股 | +1,309股+7.82% | 加仓 |
 WASTE CONNECTIONSWCN |
| 0.38% | 0.25% | $311.4万 | 1.9万股 | $129.4万 | 7,967股 | +1.1万股+134.47% | 加仓 |
 VertivVRT |
| 0.38% | 0.37% | $308.5万 | 9,215股 | $190.3万 | 7,596股 | +1,619股+21.31% | 加仓 |
 AON SHS CL AAON |
| 0.37% | 0.64% | $308.0万 | 9,286股 | $330.8万 | 1.0万股 | -964股-9.40% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.37% | 0.3% | $303.1万 | 1.0万股 | $152.4万 | 7,191股 | +3,281股+45.63% | 加仓 |
 林德LIN |
| 0.37% | 0.62% | $302.5万 | 5,829股 | $317.4万 | 6,403股 | -574股-8.96% | 减仓 |
 AMD超威AMD |
| 0.34% | 0.15% | $279.1万 | 4,805股 | $79.3万 | 3,900股 | +905股+23.21% | 加仓 |
 MOLINA HEALTHCAREMOH |
| 0.34% | 0.09% | $277.7万 | 1.2万股 | $48.5万 | 3,635股 | +8,507股+234.03% | 加仓 |
 百时美施贵宝BMY |
| 0.33% | 1.04% | $273.0万 | 4.7万股 | $537.3万 | 8.9万股 | -4.1万股-46.52% | 减仓 |
 波音BA |
| 0.33% | — | $272.8万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 TD SYNNEXSNX |
| 0.33% | 0.25% | $268.5万 | 1.0万股 | $128.8万 | 7,637股 | +2,407股+31.52% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.32% | 0.13% | $266.2万 | 4,315股 | $65.2万 | 1,653股 | +2,662股+161.04% | 加仓 |
