 谷歌AGOOGL |
| 4.85% | 4.33% | $3,177.3万 | 8.9万股 | $2,521.8万 | 8.8万股 | +1,213股+1.38% | 加仓 |
 微软MSFT |
| 4.23% | 4.74% | $2,771.1万 | 7.4万股 | $2,759.9万 | 7.5万股 | -269股-0.36% | 减仓 |
| J摩根大通交易所交易基金JPHY |
| 4.14% | 4.36% | $2,711.7万 | 53.7万股 | $2,537.5万 | 50.6万股 | +3.1万股+6.20% | 加仓 |
 苹果AAPL |
| 3.85% | 3.87% | $2,522.8万 | 8.7万股 | $2,255.5万 | 8.9万股 | -1,685股-1.90% | 减仓 |
| TT. ROWE PRICE SMALL-MID CAP ETFTMSL |
| 3.5% | 3.18% | $2,291.8万 | 52.3万股 | $1,849.8万 | 50.4万股 | +1.8万股+3.61% | 加仓 |
| MMFS ACTIVEMFSI |
| 3.29% | 3.22% | $2,154.9万 | 66.3万股 | $1,875.9万 | 63.1万股 | +3.2万股+5.11% | 加仓 |
 亚马逊AMZN |
| 3.26% | 3.68% | $2,136.5万 | 9.0万股 | $2,142.0万 | 10.3万股 | -1.3万股-12.84% | 减仓 |
| V先锋领航全球基金VFH |
| 3.03% | 3.01% | $1,984.6万 | 15.1万股 | $1,755.2万 | 14.5万股 | +5,524股+3.80% | 加仓 |
 PALO ALTOPANW |
| 2.97% | 1.65% | $1,949.7万 | 5.7万股 | $963.9万 | 6.0万股 | -2,949股-4.91% | 减仓 |
 礼来LLY |
| 2.63% | 2.22% | $1,725.4万 | 1.4万股 | $1,294.8万 | 1.4万股 | +308股+2.19% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 2.51% | 1.49% | $1,644.3万 | 2.6万股 | $866.4万 | 2.6万股 | -700股-2.66% | 减仓 |
 波音BA |
| 2.36% | 2.35% | $1,549.0万 | 7.2万股 | $1,366.3万 | 6.9万股 | +2,908股+4.24% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 2.32% | 2.28% | $1,523.9万 | 20.0万股 | $1,329.7万 | 19.4万股 | +6,024股+3.10% | 加仓 |
 博通AVGO |
| 2.08% | 1.88% | $1,366.6万 | 3.6万股 | $1,092.9万 | 3.5万股 | +866股+2.45% | 加仓 |
| SSPDR行业精选信托XLY |
| 1.95% | 2.22% | $1,279.2万 | 11.9万股 | $1,293.4万 | 11.7万股 | +2,734股+2.34% | 加仓 |
 VertivVRT |
| 1.93% | 1.62% | $1,266.5万 | 3.8万股 | $942.4万 | 3.8万股 | +215股+0.57% | 加仓 |
| V先锋领航全球基金VDE |
| 1.83% | 2.32% | $1,197.7万 | 8.0万股 | $1,350.4万 | 7.8万股 | +1,739股+2.23% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 1.78% | 1.64% | $1,165.0万 | 12.7万股 | $954.8万 | 12.5万股 | +2,087股+1.67% | 加仓 |
 GE VernovaGEV |
| 1.77% | 2.18% | $1,160.2万 | 9,871股 | $1,271.8万 | 1.5万股 | -4,691股-32.21% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.76% | 1.79% | $1,152.3万 | 7.3万股 | $1,044.0万 | 7.1万股 | +1,419股+1.99% | 加仓 |
 TJXTJX |
| 1.65% | 1.88% | $1,083.1万 | 7.1万股 | $1,093.7万 | 6.8万股 | +3,007股+4.39% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.46% | 1.22% | $956.6万 | 21.0万股 | $711.8万 | 15.5万股 | +5.4万股+34.81% | 加仓 |
| V先锋领航全球基金VDC |
| 1.43% | 1.56% | $939.2万 | 4.2万股 | $910.3万 | 4.1万股 | +1,119股+2.76% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.41% | 1.78% | $924.2万 | 11.2万股 | $1,036.6万 | 12.5万股 | -1.3万股-10.73% | 减仓 |
 英伟达NVDA |
| 1.41% | 1.33% | $923.5万 | 4.6万股 | $773.8万 | 4.4万股 | +1,784股+4.02% | 加仓 |
 贝莱德·INC COMBLK |
| 1.39% | 1.54% | $911.2万 | 9,476股 | $897.3万 | 9,330股 | +146股+1.56% | 加仓 |
 摩根大通JPM |
| 1.37% | 1.36% | $900.7万 | 2.8万股 | $792.4万 | 2.7万股 | +580股+2.15% | 加仓 |
| TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP |
| 1.2% | 1.11% | $789.3万 | 15.8万股 | $646.8万 | 14.6万股 | +1.1万股+7.63% | 加仓 |
| I景顺交易所交易基金信托PPA |
| 1.16% | 1.18% | $760.4万 | 4.3万股 | $688.3万 | 4.2万股 | +1,507股+3.63% | 加仓 |
 VisaV |
| 1.15% | 1.11% | $753.2万 | 2.2万股 | $645.4万 | 2.1万股 | +599股+2.80% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.11% | — | $728.9万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 1.04% | 1.11% | $681.9万 | 1.4万股 | $649.3万 | 1.4万股 | +78股+0.58% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.03% | 0.69% | $677.3万 | 2.7万股 | $404.7万 | 2.7万股 | -216股-0.81% | 减仓 |
 万事达MA |
| 1.02% | 1.06% | $671.0万 | 1.3万股 | $616.5万 | 1.2万股 | +727股+5.89% | 加仓 |
| SSPDR行业精选信托XLU |
| 1.01% | 1.07% | $665.2万 | 14.7万股 | $621.0万 | 13.5万股 | +1.1万股+8.42% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.01% | 0.99% | $661.1万 | 6.9万股 | $579.2万 | 6.5万股 | +3,259股+4.99% | 加仓 |
 特斯拉TSLA |
| 0.95% | 0.95% | $620.2万 | 1.5万股 | $553.1万 | 1.5万股 | -134股-0.90% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.93% | 0.99% | $608.7万 | 12.0万股 | $577.1万 | 11.5万股 | +4,267股+3.69% | 加仓 |
 沃尔玛WMT |
| 0.92% | 1.06% | $603.7万 | 5.3万股 | $619.4万 | 5.0万股 | +3,565股+7.17% | 加仓 |
 史赛克SYK |
| 0.88% | 0.96% | $576.8万 | 1.8万股 | $556.4万 | 1.7万股 | +1,384股+8.20% | 加仓 |
| S道富XLI |
| 0.88% | 0.87% | $574.2万 | 3.1万股 | $508.4万 | 3.1万股 | -437股-1.39% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.84% | — | $548.5万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 伊顿ETN |
| 0.81% | 0.78% | $531.8万 | 1.2万股 | $451.6万 | 1.3万股 | -145股-1.15% | 减仓 |
 DANAHER DEL COMDHR |
| 0.79% | 0.83% | $519.2万 | 2.7万股 | $482.0万 | 2.5万股 | +1,832股+7.22% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.79% | 0.78% | $516.8万 | 1.5万股 | $453.4万 | 1.5万股 | -106股-0.69% | 减仓 |
 赛富时CRM |
| 0.72% | 0.99% | $469.1万 | 3.0万股 | $577.0万 | 3.1万股 | -1,055股-3.41% | 减仓 |
 ServiceNowNOW |
| 0.66% | 1.36% | $429.9万 | 4.3万股 | $794.0万 | 7.6万股 | -3.3万股-42.98% | 减仓 |
 黑石集团BX |
| 0.65% | 0.79% | $424.0万 | 3.6万股 | $459.5万 | 4.0万股 | -3,925股-9.82% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 0.62% | 0.59% | $409.4万 | 5.2万股 | $341.0万 | 4.8万股 | +4,030股+8.48% | 加仓 |
 强生JNJ |
| 0.61% | 0.66% | $401.3万 | 1.6万股 | $386.1万 | 1.6万股 | +5股+0.03% | 加仓 |
