| B贝莱德ETF信托BAI |
| 10.79% | 4.5% | $2,163.6万 | 41.0万股 | $837.5万 | 25.4万股 | +15.6万股+61.46% | 加仓 |
| AAvantis·U SAVUV |
| 7.51% | 7.19% | $1,506.3万 | 12.1万股 | $1,337.7万 | 12.1万股 | -351股-0.29% | 减仓 |
 谷歌AGOOGL |
| 6.15% | 5.45% | $1,233.6万 | 3.5万股 | $1,014.4万 | 3.5万股 | -757股-2.15% | 减仓 |
 微软MSFT |
| 6.11% | 6.4% | $1,226.2万 | 3.3万股 | $1,191.8万 | 3.2万股 | +677股+2.10% | 加仓 |
 美光科技MU |
| 5.88% | 2.51% | $1,179.1万 | 1.0万股 | $468.1万 | 1.4万股 | -3,640股-26.27% | 减仓 |
 亚马逊AMZN |
| 4.69% | 4.46% | $940.7万 | 3.9万股 | $830.6万 | 4.0万股 | -410股-1.03% | 减仓 |
 英伟达NVDA |
| 4.34% | 4.13% | $870.8万 | 4.4万股 | $768.2万 | 4.4万股 | -527股-1.20% | 减仓 |
| NNATIXIS ETF TRUST IILSGR |
| 3.8% | 7.39% | $762.3万 | 18.1万股 | $1,375.2万 | 34.9万股 | -16.8万股-48.18% | 减仓 |
 泛林集团LRCX |
| 3.79% | 1.22% | $759.4万 | 1.8万股 | $227.4万 | 1.1万股 | +6,884股+64.69% | 加仓 |
 Meta平台META |
| 3.58% | 3.68% | $717.6万 | 1.3万股 | $684.4万 | 1.2万股 | +777股+6.50% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.18% | 2.95% | $638.5万 | 1.3万股 | $549.7万 | 1.1万股 | +1,289股+11.24% | 加仓 |
| I景顺QQQ信托VOO |
| 3.12% | 2.56% | $626.3万 | 8,505股 | $476.6万 | 8,257股 | +248股+3.00% | 加仓 |
 MCKESSON COMMCK |
| 2.77% | 2.72% | $555.2万 | 7,348股 | $506.7万 | 5,855股 | +1,493股+25.50% | 加仓 |
 礼来LLY |
| 2.36% | 1.91% | $472.9万 | 3,943股 | $355.5万 | 3,865股 | +78股+2.02% | 加仓 |
 AMD超威AMD |
| 2.05% | 1.24% | $411.7万 | 7,086股 | $230.3万 | 1.1万股 | -4,235股-37.41% | 减仓 |
 NETFLIXNFLX |
| 1.96% | 2.8% | $392.7万 | 5.5万股 | $521.3万 | 5.4万股 | +785股+1.45% | 加仓 |
 百时美施贵宝BMY |
| 1.95% | 1.83% | $391.3万 | 6.8万股 | $340.5万 | 5.6万股 | +1.2万股+20.96% | 加仓 |
 PALO ALTOPANW |
| 1.94% | 1.79% | $388.6万 | 1.1万股 | $333.3万 | 2.1万股 | -9,394股-45.19% | 减仓 |
 苹果AAPL |
| 1.84% | 1.81% | $368.4万 | 1.3万股 | $336.6万 | 1.3万股 | -530股-4.00% | 减仓 |
 CrowdStrikeCRWD |
| 1.81% | 1.54% | $362.7万 | 4,752股 | $286.7万 | 7,344股 | -2,592股-35.29% | 减仓 |
 康明斯CMI |
| 1.79% | — | $358.8万 | 5,031股 | $0 | 0股 | +5,031股 | 新买入 |
 伊顿ETN |
| 1.69% | 1.51% | $338.6万 | 7,946股 | $281.7万 | 7,876股 | +70股+0.89% | 加仓 |
 飞塔FTNT |
| 1.66% | 0.96% | $333.5万 | 2.2万股 | $178.9万 | 2.2万股 | -182股-0.83% | 减仓 |
| Q高通QCOM |
| 1.49% | 1.22% | $298.0万 | 1.6万股 | $227.5万 | 1.8万股 | -1,537股-8.70% | 减仓 |
 VALEVALE |
| 1.43% | 1.6% | $287.1万 | 19.1万股 | $297.3万 | 18.7万股 | +3,967股+2.12% | 加仓 |
| T赛默飞世尔TMO |
| 1.41% | 1.27% | $283.1万 | 5,646股 | $236.8万 | 4,817股 | +829股+17.21% | 加仓 |
 NVENT ELECTRICNVT |
| 1.38% | 1.64% | $277.4万 | 1.6万股 | $305.2万 | 2.6万股 | -9,443股-36.60% | 减仓 |
| N新纪元能源NEE |
| 1.08% | 1.21% | $217.3万 | 2.5万股 | $225.1万 | 2.4万股 | +529股+2.18% | 加仓 |
 VanEck ETF信托SMH |
| 0.75% | 0.49% | $151.2万 | 2,305股 | $91.5万 | 2,388股 | -83股-3.48% | 减仓 |
 雅培ABT |
| 0.51% | 0.56% | $101.4万 | 1.1万股 | $104.0万 | 1.0万股 | +1,044股+10.30% | 加仓 |
 摩根大通JPM |
| 0.5% | 0.48% | $100.2万 | 3,062股 | $89.8万 | 3,052股 | +10股+0.33% | 加仓 |
 博通AVGO |
| 0.47% | 0.39% | $93.5万 | 2,474股 | $72.2万 | 2,332股 | +142股+6.09% | 加仓 |
 艾伯维ABBV |
| 0.4% | 0.38% | $79.3万 | 3,151股 | $71.3万 | 3,277股 | -126股-3.84% | 减仓 |
 默沙东MRK |
| 0.39% | 0.38% | $77.7万 | 6,044股 | $71.5万 | 5,947股 | +97股+1.63% | 加仓 |
| IiShares安硕信托USMV |
| 0.37% | 0.39% | $74.9万 | 7,768股 | $71.8万 | 7,744股 | +24股+0.31% | 加仓 |
 甲骨文ORCL |
| 0.29% | 0.31% | $58.0万 | 3,960股 | $58.2万 | 3,959股 | +1股+0.03% | 加仓 |
| IiShares安硕信托IBTO |
| 0.29% | 0.31% | $57.6万 | 2.4万股 | $57.4万 | 2.4万股 | +309股+1.31% | 加仓 |
 思科CSCO |
| 0.26% | 0.19% | $53.1万 | 4,522股 | $35.0万 | 4,509股 | +13股+0.29% | 加仓 |
 美国合众银行USB |
| 0.22% | 0.2% | $43.5万 | 7,204股 | $37.2万 | 7,143股 | +61股+0.85% | 加仓 |
| IIBMIBM |
| 0.21% | 0.2% | $43.0万 | 1,528股 | $36.9万 | 1,520股 | +8股+0.53% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.21% | 0.23% | $43.0万 | 2.1万股 | $42.7万 | 2.0万股 | +198股+0.97% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.21% | 0.42% | $42.0万 | 6,832股 | $78.1万 | 1.4万股 | -7,240股-51.45% | 减仓 |
 应用材料AMAT |
| 0.19% | — | $38.0万 | 525股 | $0 | 0股 | +525股 | 新买入 |
| IiShares安硕信托IBDZ |
| 0.18% | 0.19% | $36.6万 | 1.4万股 | $36.2万 | 1.4万股 | +145股+1.04% | 加仓 |
 好事达ALL |
| 0.18% | 0.17% | $35.7万 | 1,500股 | $31.3万 | 1,508股 | -8股-0.53% | 减仓 |
| IiShares安硕信托DGRO |
| 0.17% | 0.17% | $34.2万 | 4,511股 | $31.5万 | 4,492股 | +19股+0.42% | 加仓 |
 江森自控JCI |
| 0.17% | 0.16% | $33.6万 | 2,297股 | $30.1万 | 2,302股 | -5股-0.22% | 减仓 |
 宝洁PG |
| 0.17% | 0.19% | $33.2万 | 2,262股 | $35.1万 | 2,429股 | -167股-6.88% | 减仓 |
 高盛GS |
| 0.16% | 0.15% | $32.8万 | 325股 | $27.4万 | 324股 | +1股+0.31% | 加仓 |
 艾默生电气EMR |
| 0.16% | 0.16% | $32.1万 | 2,241股 | $29.2万 | 2,232股 | +9股+0.40% | 加仓 |
