 英伟达NVDA |
| 6.04% | 6.09% | $2,124.5万 | 10.6万股 | $1,859.6万 | 10.7万股 | -450股-0.42% | 减仓 |
| G通用动力VTI |
| 4.11% | 4.46% | $1,446.8万 | 3.9万股 | $1,361.6万 | 4.2万股 | -3,346股-7.88% | 减仓 |
 苹果AAPL |
| 3.35% | 3.6% | $1,177.9万 | 4.1万股 | $1,099.2万 | 4.3万股 | -2,603股-6.01% | 减仓 |
| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 2.28% | 2.4% | $801.4万 | 17.4万股 | $732.4万 | 17.5万股 | -855股-0.49% | 减仓 |
 博通AVGO |
| 2.2% | 2.37% | $773.3万 | 2.0万股 | $722.6万 | 2.3万股 | -2,876股-12.32% | 减仓 |
| A美国世纪ETF信托FDG |
| 1.87% | 1.84% | $656.6万 | 4.9万股 | $562.7万 | 4.9万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.72% | 0.46% | $606.8万 | 5,257股 | $141.5万 | 4,189股 | +1,068股+25.50% | 加仓 |
 微软MSFT |
| 1.65% | 1.93% | $580.6万 | 1.6万股 | $587.7万 | 1.6万股 | -313股-1.97% | 减仓 |
| C资本集团固定收益ETF信托CGCB |
| 1.64% | 1.93% | $578.0万 | 22.1万股 | $588.5万 | 22.4万股 | -3,321股-1.48% | 减仓 |
| AAMERICAN CENTURY LRG CAP EQY ETFACLC |
| 1.63% | 1.65% | $574.5万 | 6.8万股 | $503.5万 | 6.8万股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.6% | 1.9% | $564.1万 | 2.4万股 | $579.3万 | 2.7万股 | -3,093股-11.48% | 减仓 |
 谷歌AGOOGL |
| 1.56% | 1.57% | $549.5万 | 1.5万股 | $478.1万 | 1.7万股 | -1,249股-7.51% | 减仓 |
| IiShares安硕信托IVV |
| 1.55% | 1.09% | $546.6万 | 7,299股 | $331.4万 | 5,074股 | +2,225股+43.85% | 加仓 |
 亚马逊AMZN |
| 1.55% | 1.66% | $545.8万 | 2.3万股 | $507.3万 | 2.4万股 | -1,458股-5.99% | 减仓 |
| VVanEck Russia ETFBBH |
| 1.53% | 1.67% | $538.6万 | 5.2万股 | $509.1万 | 5.3万股 | -842股-1.60% | 减仓 |
| A美国世纪ETF信托MID |
| 1.4% | 1.44% | $491.5万 | 7.1万股 | $438.3万 | 7.2万股 | -249股-0.35% | 减仓 |
| S道富SPYM |
| 1.4% | — | $491.5万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
| I景顺交易所交易基金信托RSP |
| 1.37% | 1.38% | $483.9万 | 2.3万股 | $420.2万 | 2.2万股 | +848股+3.87% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.32% | 1.31% | $466.0万 | 7.6万股 | $400.2万 | 7.2万股 | +3,749股+5.20% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.28% | 1.41% | $449.3万 | 6股 | $430.9万 | 6股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVEM |
| 1.22% | 0.87% | $427.9万 | 4.4万股 | $267.1万 | 3.3万股 | +1.1万股+33.80% | 加仓 |
| V先锋领航指数基金VOO |
| 1.21% | 1.2% | $425.5万 | 6,197股 | $366.2万 | 6,129股 | +68股+1.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.16% | 1.08% | $407.0万 | 1.2万股 | $330.2万 | 1.2万股 | +6股+0.05% | 加仓 |
 强生JNJ |
| 1.15% | 1.24% | $405.1万 | 1.6万股 | $379.6万 | 1.6万股 | +422股+2.72% | 加仓 |
| AAMERICAN CENTURY FOCUSED LARGE CAP VALUE ETFFLV |
| 1.14% | 1.25% | $400.3万 | 4.9万股 | $382.1万 | 5.0万股 | -588股-1.18% | 减仓 |
| A美国世纪ETF信托DXIV |
| 1.12% | 1.22% | $393.6万 | 5.7万股 | $372.0万 | 5.7万股 | -160股-0.28% | 减仓 |
 台积电TSM |
| 1.08% | 0.85% | $379.4万 | 7,945股 | $259.4万 | 7,676股 | +269股+3.50% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.03% | 0.38% | $361.4万 | 4.2万股 | $116.8万 | 1.5万股 | +2.7万股+179.09% | 加仓 |
 泛林集团LRCX |
| 1.02% | 0.62% | $359.7万 | 8,301股 | $190.6万 | 8,919股 | -618股-6.93% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.93% | 0.9% | $327.6万 | 2.6万股 | $273.8万 | 2.5万股 | +670股+2.68% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.92% | 1.13% | $324.3万 | 5.7万股 | $344.3万 | 6.1万股 | -3,321股-5.47% | 减仓 |
 摩根大通JPM |
| 0.85% | 1.02% | $298.9万 | 9,130股 | $310.4万 | 1.1万股 | -1,421股-13.47% | 减仓 |
 AVANTIS INTLNGG |
| 0.77% | 0.84% | $269.9万 | 3.0万股 | $257.3万 | 3.0万股 | -59股-0.19% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.74% | 0.74% | $261.2万 | 2.0万股 | $226.8万 | 2.0万股 | 00.00% | 持仓不变 |
 纽蒙特NEM |
| 0.74% | 0.85% | $260.4万 | 2.8万股 | $258.6万 | 2.4万股 | +3,996股+16.73% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.73% | 0.78% | $258.5万 | 1,870股 | $236.6万 | 2,164股 | -294股-13.59% | 减仓 |
 应用材料AMAT |
| 0.73% | 0.24% | $257.0万 | 3,554股 | $74.1万 | 2,167股 | +1,387股+64.01% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.67% | 0.74% | $237.1万 | 3.1万股 | $224.8万 | 3.0万股 | +1,111股+3.71% | 加仓 |
 AMD超威AMD |
| 0.61% | 0.13% | $213.4万 | 3,673股 | $39.5万 | 1,941股 | +1,732股+89.23% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.6% | 0.61% | $210.1万 | 7.9万股 | $186.9万 | 7.1万股 | +7,887股+11.06% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.59% | 0.7% | $208.8万 | 2,803股 | $215.0万 | 3,307股 | -504股-15.24% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.56% | 0.55% | $196.0万 | 6.8万股 | $168.2万 | 6.7万股 | +668股+1.00% | 加仓 |
 卡特彼勒CAT |
| 0.52% | 0.44% | $181.6万 | 1,705股 | $135.6万 | 1,914股 | -209股-10.92% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.49% | 0.36% | $173.7万 | 2.3万股 | $109.3万 | 1.4万股 | +8,500股+58.82% | 加仓 |
| BBANK OF AMERBAC |
| 0.49% | 0.24% | $172.7万 | 3.0万股 | $73.5万 | 1.5万股 | +1.5万股+101.17% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.49% | 0.15% | $171.2万 | 2.4万股 | $44.5万 | 6,951股 | +1.7万股+245.71% | 加仓 |
 特斯拉TSLA |
| 0.49% | 0.49% | $170.8万 | 4,061股 | $150.3万 | 4,043股 | +18股+0.45% | 加仓 |
 Meta平台META |
| 0.48% | 0.56% | $167.8万 | 2,978股 | $171.2万 | 2,993股 | -15股-0.50% | 减仓 |
 QUANTA SVCSPWR |
| 0.47% | 0.42% | $166.9万 | 2,318股 | $128.1万 | 2,333股 | -15股-0.64% | 减仓 |
 沃尔玛WMT |
| 0.46% | 1.09% | $162.4万 | 1.4万股 | $332.7万 | 2.7万股 | -1.2万股-46.43% | 减仓 |
