| IiShares安硕信托IVW |
| 11.87% | — | $2,070.2万 | 15.1万股 | $0 | 0股 | +15.1万股 | 新买入 |
| IiShares安硕·COREIJH |
| 8.43% | 9.2% | $1,471.1万 | 19.1万股 | $1,364.7万 | 20.2万股 | -1.1万股-5.60% | 减仓 |
| IiShares安硕信托IVV |
| 5.57% | — | $971.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 苹果AAPL |
| 4.76% | 4.94% | $829.7万 | 2.9万股 | $732.3万 | 2.9万股 | -182股-0.63% | 减仓 |
 英伟达NVDA |
| 4.74% | 4.89% | $826.7万 | 4.1万股 | $726.2万 | 4.2万股 | -326股-0.78% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 3.95% | 3.19% | $688.6万 | 2.7万股 | $473.1万 | 2.6万股 | +1,312股+5.03% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.67% | 4.06% | $639.7万 | 4.0万股 | $603.1万 | 4.1万股 | -246股-0.60% | 减仓 |
| IiShares安硕信托IOO |
| 3.39% | 2.65% | $590.8万 | 4.3万股 | $393.6万 | 3.3万股 | +1.1万股+32.94% | 加仓 |
| IiShares安硕信托DVY |
| 2.84% | — | $494.8万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| IiShares安硕信托IDV |
| 2.82% | 2.76% | $491.4万 | 11.9万股 | $409.7万 | 9.6万股 | +2.2万股+23.21% | 加仓 |
 亚马逊AMZN |
| 2.56% | 2.64% | $446.2万 | 1.9万股 | $392.0万 | 1.9万股 | -100股-0.53% | 减仓 |
 微软MSFT |
| 2.49% | 2.93% | $433.9万 | 1.2万股 | $434.8万 | 1.2万股 | -113股-0.96% | 减仓 |
| IiShares安硕信托HDV |
| 2.28% | 0.53% | $398.3万 | 14.5万股 | $78.7万 | 2.9万股 | +11.6万股+401.25% | 加仓 |
| IiShares安硕·COREIJR |
| 2.26% | 2.26% | $395.0万 | 2.7万股 | $335.7万 | 2.7万股 | -371股-1.37% | 减仓 |
 VisaV |
| 2.18% | 2.25% | $379.5万 | 1.1万股 | $334.2万 | 1.1万股 | +3股+0.03% | 加仓 |
 好市多COST |
| 2.16% | 2.69% | $376.4万 | 4,024股 | $399.1万 | 4,005股 | +19股+0.47% | 加仓 |
 摩根大通JPM |
| 2.14% | 2.27% | $372.8万 | 1.1万股 | $337.5万 | 1.1万股 | -82股-0.71% | 减仓 |
 辉瑞PFE |
| 1.95% | 2.64% | $340.1万 | 14.1万股 | $392.4万 | 14.0万股 | +1,495股+1.07% | 加仓 |
 黑石集团BX |
| 1.76% | 1.97% | $306.6万 | 2.6万股 | $291.6万 | 2.5万股 | +702股+2.77% | 加仓 |
| V先锋领航指数基金VUG |
| 1.52% | 0.27% | $265.0万 | 3.1万股 | $40.8万 | 5,601股 | +2.5万股+449.29% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.47% | 1.43% | $255.7万 | 5,113股 | $211.6万 | 5,126股 | -13股-0.25% | 减仓 |
 沃尔玛WMT |
| 1.32% | 1.7% | $229.9万 | 2.0万股 | $252.8万 | 2.0万股 | -39股-0.19% | 减仓 |
 ALLY FINLALLY |
| 1.32% | — | $229.8万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 Meta平台META |
| 1.26% | 1.49% | $220.3万 | 3,910股 | $220.5万 | 3,854股 | +56股+1.45% | 加仓 |
 NETFLIXNFLX |
| 1.26% | 1.92% | $219.8万 | 3.1万股 | $285.1万 | 3.0万股 | +1,130股+3.81% | 加仓 |
 礼来LLY |
| 1.24% | 1.12% | $216.6万 | 1,806股 | $166.8万 | 1,814股 | -8股-0.44% | 减仓 |
 摩根士丹利MS |
| 1.21% | 1.12% | $211.4万 | 1.0万股 | $165.6万 | 1.0万股 | +52股+0.52% | 加仓 |
 谷歌AGOOGL |
| 1.2% | 1.12% | $209.0万 | 5,847股 | $165.8万 | 5,765股 | +82股+1.42% | 加仓 |
 威瑞森VZ |
| 1.07% | 1.48% | $186.4万 | 4.4万股 | $219.9万 | 4.4万股 | +204股+0.47% | 加仓 |
 直觉外科ISRG |
| 1.02% | 1.42% | $178.6万 | 4,492股 | $210.6万 | 4,569股 | -77股-1.69% | 减仓 |
 博通AVGO |
| 1.01% | 0.99% | $176.8万 | 4,770股 | $147.2万 | 4,756股 | +14股+0.29% | 加仓 |
 ServiceNowNOW |
| 1% | 1.3% | $174.7万 | 1.8万股 | $192.4万 | 1.8万股 | -809股-4.40% | 减仓 |
 帕兰提尔PLTR |
| 0.81% | 0.81% | $140.6万 | 1.2万股 | $119.6万 | 8,179股 | +3,871股+47.33% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.67% | 0.3% | $117.6万 | 2,725股 | $44.5万 | 2,713股 | +12股+0.44% | 加仓 |
 优步UBER |
| 0.66% | 0.77% | $114.6万 | 1.6万股 | $113.9万 | 1.6万股 | +40股+0.25% | 加仓 |
 AMD超威AMD |
| 0.65% | 0.27% | $112.5万 | 1,937股 | $39.4万 | 1,937股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.64% | 0.87% | $112.5万 | 2,207股 | $128.4万 | 2,125股 | +82股+3.86% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.63% | 12.41% | $109.2万 | 4,810股 | $1,841.1万 | 15.9万股 | -15.4万股-96.97% | 减仓 |
 美国合众银行USB |
| 0.55% | 0.55% | $96.6万 | 1.6万股 | $82.3万 | 1.6万股 | +168股+1.06% | 加仓 |
 VeevaVEEV |
| 0.45% | 0.63% | $78.3万 | 4,410股 | $94.0万 | 5,350股 | -940股-17.57% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.4% | 0.52% | $69.2万 | 8,331股 | $76.9万 | 9,110股 | -779股-8.55% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.37% | 0.42% | $65.3万 | 1股 | $62.0万 | 1股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.37% | 0.54% | $64.8万 | 4,741股 | $79.9万 | 4,709股 | +32股+0.68% | 加仓 |
| IiShares安硕信托AGG |
| 0.36% | 0.5% | $62.0万 | 6,264股 | $74.7万 | 7,524股 | -1,260股-16.75% | 减仓 |
| BBANK OF AMERBAC |
| 0.35% | 0.06% | $61.7万 | 1.1万股 | $8.9万 | 1.1万股 | +8股+0.07% | 加仓 |
| IiShares安硕信托IAT |
| 0.35% | 0.35% | $60.2万 | 9,677股 | $51.8万 | 9,615股 | +62股+0.64% | 加仓 |
| IiShares安硕信托LQD |
| 0.34% | 0.46% | $59.6万 | 5,464股 | $68.4万 | 6,279股 | -815股-12.98% | 减仓 |
| V先锋领航指数基金VOO |
| 0.34% | 0.35% | $59.4万 | 864股 | $51.5万 | 862股 | +2股+0.23% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.32% | — | $56.5万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 特斯拉TSLA |
| 0.32% | 0.34% | $56.0万 | 1,332股 | $50.6万 | 1,360股 | -28股-2.06% | 减仓 |
