 台积电TSM |
| 7.52% | 6.02% | $8,538.1万 | 17.9万股 | $6,060.5万 | 17.9万股 | -548股-0.31% | 减仓 |
| SSPDR黄金信托GLD |
| 5.07% | 6.64% | $5,748.5万 | 15.7万股 | $6,681.1万 | 15.6万股 | +718股+0.46% | 加仓 |
 谷歌AGOOGL |
| 3.81% | 3.81% | $4,328.3万 | 12.1万股 | $3,832.7万 | 13.3万股 | -1.2万股-9.13% | 减仓 |
 阿斯利康AZN |
| 3.61% | 4.17% | $4,094.7万 | 21.9万股 | $4,202.4万 | 21.7万股 | +1,864股+0.86% | 加仓 |
 微软MSFT |
| 3.16% | 3.09% | $3,584.8万 | 9.6万股 | $3,109.6万 | 8.4万股 | +1.2万股+14.35% | 加仓 |
| IiShares安硕URTH |
| 3.1% | 2.86% | $3,516.0万 | 17.4万股 | $2,882.1万 | 16.0万股 | +1.3万股+8.38% | 加仓 |
| SSONY SPONSORED ADRSONY |
| 2.98% | 3.26% | $3,379.2万 | 168.5万股 | $3,280.2万 | 158.5万股 | +10.0万股+6.31% | 加仓 |
 亚马逊AMZN |
| 2.94% | 2.87% | $3,332.5万 | 14.0万股 | $2,888.5万 | 13.9万股 | +1,132股+0.82% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 2.86% | 0.27% | $3,241.4万 | 20.7万股 | $273.8万 | 2.0万股 | +18.7万股+943.21% | 加仓 |
| BBURFORD CAPITAL LIMITEDBUR |
| 2.76% | 3.12% | $3,130.4万 | 764.8万股 | $3,142.5万 | 764.8万股 | 00.00% | 持仓不变 |
 ALCON ORD SHSALC |
| 2.53% | 3.04% | $2,870.4万 | 42.4万股 | $3,056.3万 | 41.4万股 | +9,641股+2.33% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 2.46% | 2.9% | $2,795.5万 | 105.4万股 | $2,921.8万 | 111.5万股 | -6.1万股-5.48% | 减仓 |
| YYUM CHINAYUMC |
| 2.44% | 2.59% | $2,766.7万 | 68.0万股 | $2,605.7万 | 53.7万股 | +14.3万股+26.68% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 2.32% | 2.76% | $2,627.5万 | 58.4万股 | $2,774.5万 | 61.4万股 | -3.0万股-4.90% | 减仓 |
 摩根大通JPM |
| 1.87% | 1.97% | $2,122.3万 | 6.5万股 | $1,985.9万 | 6.8万股 | -2,674股-3.96% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.86% | 2.21% | $2,115.5万 | 1.2万股 | $2,225.4万 | 1.3万股 | -408股-3.17% | 减仓 |
| 22023 ETF SERIES TRUSTRISE |
| 1.81% | — | $2,056.2万 | 114.1万股 | $0 | 0股 | +114.1万股 | 新买入 |
 VisaV |
| 1.76% | 1.67% | $2,002.5万 | 5.8万股 | $1,685.3万 | 5.6万股 | +2,609股+4.68% | 加仓 |
 布鲁克菲尔德BN |
| 1.75% | 1.78% | $1,981.5万 | 46.5万股 | $1,793.6万 | 44.4万股 | +2.1万股+4.63% | 加仓 |
 美光科技MU |
| 1.74% | 0.77% | $1,974.8万 | 1.7万股 | $779.7万 | 2.3万股 | -5,972股-25.88% | 减仓 |
| F第一信托交易所交易基金FYC |
| 1.72% | 1.71% | $1,949.7万 | 14.6万股 | $1,725.6万 | 15.6万股 | -9,445股-6.06% | 减仓 |
| IiShares黄金信托IAU |
| 1.65% | 2.17% | $1,873.0万 | 24.8万股 | $2,187.8万 | 24.8万股 | -115股-0.05% | 减仓 |
 瑞银UBS |
| 1.62% | 1.4% | $1,834.3万 | 36.9万股 | $1,414.4万 | 37.0万股 | -498股-0.13% | 减仓 |
 Meta平台META |
| 1.55% | 1.82% | $1,754.4万 | 3.1万股 | $1,829.5万 | 3.2万股 | -831股-2.60% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.42% | 1.42% | $1,608.1万 | 3.2万股 | $1,429.6万 | 3.0万股 | +2,302股+7.72% | 加仓 |
 阿斯麦ASML |
| 1.39% | 1.26% | $1,580.8万 | 7,946股 | $1,266.9万 | 9,592股 | -1,646股-17.16% | 减仓 |
 标普全球SPGI |
| 1.34% | 1.32% | $1,519.2万 | 3.7万股 | $1,327.1万 | 3.1万股 | +6,102股+19.56% | 加仓 |
 苹果AAPL |
| 1.3% | 1.45% | $1,477.2万 | 5.1万股 | $1,464.2万 | 5.8万股 | -6,643股-11.51% | 减仓 |
| 22023 ETF SERIES TRUSTEMFI |
| 1.29% | — | $1,466.1万 | 28.9万股 | $0 | 0股 | +28.9万股 | 新买入 |
 AMD超威AMD |
| 1.17% | 0.48% | $1,329.6万 | 2.3万股 | $488.2万 | 2.4万股 | -1,108股-4.62% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.15% | 1.09% | $1,300.7万 | 14.1万股 | $1,097.1万 | 11.9万股 | +2.2万股+18.84% | 加仓 |
 希尔顿HLT |
| 1.12% | 1.01% | $1,270.7万 | 3.8万股 | $1,020.4万 | 3.4万股 | +4,897股+14.59% | 加仓 |
 麦当劳MCD |
| 1.09% | 1.19% | $1,236.5万 | 4.6万股 | $1,201.2万 | 3.9万股 | +7,093股+18.35% | 加仓 |
 GE航空GE |
| 1.01% | 0.85% | $1,151.4万 | 3.1万股 | $860.8万 | 3.0万股 | +473股+1.56% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1% | 0.91% | $1,135.5万 | 3.2万股 | $919.4万 | 3.2万股 | +87股+0.27% | 加仓 |
| TTPG COM CL ATPG |
| 0.94% | 1.06% | $1,067.3万 | 26.3万股 | $1,066.2万 | 26.3万股 | 00.00% | 持仓不变 |
| HHARBOR ETF TRUSTSIHY |
| 0.93% | 1.15% | $1,059.7万 | 23.3万股 | $1,153.4万 | 25.7万股 | -2.5万股-9.64% | 减仓 |
| AAMRIZE SHSAMRZ |
| 0.8% | 0.93% | $912.7万 | 17.2万股 | $935.5万 | 17.3万股 | -721股-0.42% | 减仓 |
 英伟达NVDA |
| 0.77% | 0.88% | $874.4万 | 4.4万股 | $883.5万 | 5.1万股 | -6,961股-13.74% | 减仓 |
 礼来LLY |
| 0.77% | 0.66% | $873.2万 | 7,280股 | $661.5万 | 7,192股 | +88股+1.22% | 加仓 |
 博通AVGO |
| 0.75% | 0.68% | $846.8万 | 2.2万股 | $689.2万 | 2.2万股 | +150股+0.67% | 加仓 |
| IiShares安硕EWL |
| 0.61% | 0.69% | $687.7万 | 10.9万股 | $699.6万 | 11.9万股 | -9,542股-8.02% | 减仓 |
| IiShares安硕信托EWU |
| 0.57% | 0.62% | $645.9万 | 14.0万股 | $628.1万 | 13.8万股 | +2,122股+1.54% | 加仓 |
 万事达MA |
| 0.52% | 0.57% | $595.4万 | 1.2万股 | $569.0万 | 1.1万股 | +205股+1.80% | 加仓 |
 RELX SPONSORED ADRRELX |
| 0.5% | — | $571.9万 | 18.1万股 | $0 | 0股 | +18.1万股 | 新买入 |
| FFASTENAL COMFAST |
| 0.48% | 0.51% | $540.7万 | 11.3万股 | $515.6万 | 11.1万股 | +1,471股+1.32% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.46% | 0.62% | $517.5万 | 6.7万股 | $626.9万 | 6.7万股 | -705股-1.05% | 减仓 |
| IiShares安硕信托IEUR |
| 0.45% | 0.47% | $515.1万 | 6.9万股 | $472.3万 | 6.7万股 | +1,317股+1.96% | 加仓 |
| IiShares MSCI France ETFEWQ |
| 0.43% | 0.5% | $493.1万 | 10.9万股 | $505.7万 | 11.7万股 | -8,029股-6.89% | 减仓 |
 雪佛龙CVX |
| 0.43% | 0.69% | $491.9万 | 3.0万股 | $699.0万 | 3.4万股 | -4,111股-12.17% | 减仓 |
