 苹果AAPL |
| 10.71% | 9.92% | $1,761.6万 | 6.5万股 | $1,638.6万 | 6.4万股 | +445股+0.69% | 加仓 |
| IiShares安硕信托IVV |
| 8.85% | 8.59% | $1,456.9万 | 2.1万股 | $1,419.6万 | 2.1万股 | +61股+0.29% | 加仓 |
| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 8.65% | 8.58% | $1,423.9万 | 32.6万股 | $1,418.1万 | 32.7万股 | -671股-0.21% | 减仓 |
 Meta平台META |
| 7.29% | 7.98% | $1,199.4万 | 1.8万股 | $1,319.0万 | 1.8万股 | +210股+1.17% | 加仓 |
| AAPTUS DEFINED RISK ETFDRSK |
| 6.46% | 6.45% | $1,062.7万 | 37.3万股 | $1,065.9万 | 37.0万股 | +3,555股+0.96% | 加仓 |
 亚马逊AMZN |
| 4.71% | 4.52% | $775.5万 | 3.4万股 | $747.6万 | 3.4万股 | -450股-1.32% | 减仓 |
| V先锋领航指数基金VUG |
| 4.17% | 4.11% | $686.5万 | 1.4万股 | $678.6万 | 1.4万股 | -78股-0.55% | 减仓 |
| IiShares安硕·S&PIVE |
| 4.08% | 3.98% | $671.4万 | 3.2万股 | $658.1万 | 3.2万股 | -211股-0.66% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.57% | 2.55% | $423.5万 | 4.4万股 | $421.9万 | 4.5万股 | -1,088股-2.41% | 减仓 |
 英伟达NVDA |
| 2.44% | 2.55% | $401.3万 | 2.2万股 | $420.9万 | 2.3万股 | -1,041股-4.61% | 减仓 |
 微软MSFT |
| 2.1% | 2.27% | $345.3万 | 7,139股 | $375.6万 | 7,252股 | -113股-1.56% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 1.72% | 1.55% | $282.3万 | 2.3万股 | $255.3万 | 2.3万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.69% | 1.66% | $278.8万 | 4,088股 | $274.3万 | 4,118股 | -30股-0.73% | 减仓 |
| EETF系列解决方案OSCV |
| 1.64% | 1.7% | $269.6万 | 7.3万股 | $281.1万 | 7.4万股 | -726股-0.99% | 减仓 |
 TG THERAPEUTICSTGTX |
| 1.41% | 1.71% | $232.8万 | 7.8万股 | $282.9万 | 7.8万股 | -200股-0.26% | 减仓 |
| EEA SERIES TRUSTFRDM |
| 1.4% | 1.18% | $229.7万 | 4.5万股 | $194.9万 | 4.4万股 | +817股+1.86% | 加仓 |
| V先锋领航指数基金VOO |
| 1.3% | 1.25% | $213.9万 | 3,482股 | $207.2万 | 3,452股 | +30股+0.87% | 加仓 |
| V先锋领航·MIDVO |
| 1.22% | 1.29% | $200.3万 | 6,901股 | $213.9万 | 7,282股 | -381股-5.23% | 减仓 |
| SSPDR黄金信托GLD |
| 1.1% | 0.98% | $181.3万 | 4,575股 | $162.6万 | 4,575股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.03% | 0.79% | $168.8万 | 5,380股 | $130.4万 | 5,356股 | +24股+0.45% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.01% | 1.01% | $166.7万 | 8,702股 | $167.2万 | 8,813股 | -111股-1.26% | 减仓 |
 谷歌AGOOGL |
| 1.01% | 0.69% | $166.3万 | 5,314股 | $113.3万 | 4,660股 | +654股+14.03% | 加仓 |
 VisaV |
| 0.86% | 1% | $142.1万 | 4,053股 | $165.6万 | 4,852股 | -799股-16.47% | 减仓 |
 艾伯维ABBV |
| 0.82% | 0.83% | $135.2万 | 5,916股 | $137.0万 | 5,916股 | 00.00% | 持仓不变 |
 SEMPRA COMSRE |
| 0.77% | 0.79% | $127.4万 | 1.4万股 | $129.9万 | 1.4万股 | -10股-0.07% | 减仓 |
 摩根大通JPM |
| 0.73% | 0.87% | $120.7万 | 3,745股 | $143.5万 | 4,549股 | -804股-17.67% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.72% | 0.71% | $119.0万 | 2,515股 | $117.8万 | 2,515股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.65% | 0.54% | $106.8万 | 2.0万股 | $89.7万 | 2.0万股 | -100股-0.50% | 减仓 |
| IiShares安硕IEMG |
| 0.64% | 0.85% | $106.0万 | 1.6万股 | $140.6万 | 2.1万股 | -5,556股-26.05% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.71% | $97.1万 | 1,931股 | $117.9万 | 2,346股 | -415股-17.69% | 减仓 |
 NETFLIXNFLX |
| 0.59% | 0.75% | $96.5万 | 1.0万股 | $123.4万 | 1,029股 | +9,261股+900.00% | 加仓 |
 沃尔玛WMT |
| 0.52% | 0.66% | $86.3万 | 7,745股 | $109.4万 | 1.1万股 | -2,869股-27.03% | 减仓 |
| RROCKET LAB COMRKLB |
| 0.52% | 0.23% | $85.0万 | 1.2万股 | $38.3万 | 8,000股 | +4,183股+52.29% | 加仓 |
 迪尔DE |
| 0.46% | 0.45% | $75.3万 | 1,618股 | $74.0万 | 1,618股 | 00.00% | 持仓不变 |
| PPULSE BIOSCIENCESPLSE |
| 0.43% | 0.55% | $70.6万 | 5.1万股 | $91.1万 | 5.1万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.43% | 0.45% | $70.2万 | 5,605股 | $75.1万 | 5,605股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYG |
| 0.42% | 0.41% | $68.6万 | 6,430股 | $67.2万 | 6,430股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.42% | 0.41% | $68.3万 | 1.0万股 | $67.6万 | 1.0万股 | 00.00% | 持仓不变 |
 RELX SPONSORED ADRRELX |
| 0.36% | 0.43% | $60.0万 | 1.5万股 | $70.9万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.36% | 0.35% | $59.5万 | 2,831股 | $57.6万 | 2,831股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.33% | 0.35% | $53.5万 | 938股 | $57.9万 | 1,018股 | -80股-7.86% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.31% | 0.4% | $50.9万 | 1.0万股 | $66.7万 | 1.0万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.31% | 0.43% | $50.7万 | 1,202股 | $70.8万 | 1,709股 | -507股-29.67% | 减仓 |
| IiShares安硕信托EEM |
| 0.3% | 0.31% | $49.7万 | 9,093股 | $51.5万 | 9,641股 | -548股-5.68% | 减仓 |
 博通AVGO |
| 0.3% | 0.31% | $49.6万 | 1,432股 | $51.0万 | 1,545股 | -113股-7.31% | 减仓 |
 台积电TSM |
| 0.29% | 0.17% | $48.5万 | 1,595股 | $27.8万 | 994股 | +601股+60.46% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.29% | 0.28% | $47.8万 | 1,942股 | $47.0万 | 1,942股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.28% | 0.29% | $46.7万 | 3,065股 | $47.6万 | 3,065股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.25% | 0.35% | $40.5万 | 2,076股 | $58.4万 | 2,076股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.24% | 0.21% | $40.0万 | 1.6万股 | $34.8万 | 1.4万股 | +2,400股+17.57% | 加仓 |
