 苹果AAPL |
| 4.23% | 5.43% | $2,251.2万 | 7.8万股 | $1,719.7万 | 7.3万股 | +5,297股+7.31% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 3.45% | 3.52% | $1,835.5万 | 36.0万股 | $1,114.0万 | 21.9万股 | +14.1万股+64.34% | 加仓 |
| IiShares安硕信托IQLT |
| 2.76% | 3.74% | $1,465.7万 | 29.6万股 | $1,183.1万 | 29.8万股 | -2,337股-0.78% | 减仓 |
 英伟达NVDA |
| 2.64% | 1.52% | $1,404.3万 | 7.0万股 | $481.9万 | 3.8万股 | +3.2万股+82.32% | 加仓 |
 微软MSFT |
| 2.28% | 2.93% | $1,210.8万 | 3.2万股 | $926.6万 | 2.5万股 | +7,682股+31.01% | 加仓 |
| J骏利亨德森JAAA |
| 2.12% | 0.25% | $1,126.2万 | 22.3万股 | $78.8万 | 1.6万股 | +20.7万股+1,326.03% | 加仓 |
 谷歌AGOOGL |
| 2.09% | 1.23% | $1,111.4万 | 3.1万股 | $389.4万 | 2.2万股 | +9,292股+42.61% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.86% | 1.92% | $987.6万 | 19.5万股 | $607.2万 | 12.0万股 | +7.5万股+62.84% | 加仓 |
| SSTRIVE CL A COMASST |
| 1.81% | 2.79% | $962.4万 | 88.2万股 | $882.3万 | 88.1万股 | +1,515股+0.17% | 加仓 |
| V先锋领航指数基金VTV |
| 1.79% | 2.61% | $950.3万 | 4.4万股 | $827.1万 | 4.8万股 | -4,279股-8.94% | 减仓 |
 亚马逊AMZN |
| 1.58% | 1.57% | $837.4万 | 3.5万股 | $498.5万 | 2.6万股 | +9,060股+34.75% | 加仓 |
| IiShares安硕信托IVV |
| 1.53% | 1.91% | $814.9万 | 1.1万股 | $605.5万 | 1.1万股 | +199股+1.86% | 加仓 |
| IiShares安硕信托VLUE |
| 1.48% | 1.29% | $787.2万 | 3.9万股 | $409.4万 | 3.8万股 | +1,007股+2.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.41% | 0.87% | $748.9万 | 2.1万股 | $275.4万 | 1.8万股 | +3,556股+20.16% | 加仓 |
| IiShares安硕IEMG |
| 1.38% | 1.37% | $734.4万 | 8.9万股 | $432.4万 | 8.0万股 | +8,929股+11.20% | 加仓 |
 美光科技MU |
| 1.31% | 0.18% | $695.2万 | 6,023股 | $58.2万 | 4,581股 | +1,442股+31.48% | 加仓 |
| IiShares安硕信托IEFA |
| 1.3% | 2.11% | $691.8万 | 7.2万股 | $668.2万 | 8.5万股 | -1.4万股-16.07% | 减仓 |
 特斯拉TSLA |
| 1.15% | 1.07% | $610.9万 | 1.5万股 | $340.0万 | 1.2万股 | +2,093股+16.84% | 加仓 |
 博通AVGO |
| 1.13% | 0.52% | $599.1万 | 1.6万股 | $166.2万 | 8,413股 | +7,448股+88.53% | 加仓 |
 摩根大通JPM |
| 1.07% | 1.21% | $570.9万 | 1.7万股 | $381.8万 | 1.5万股 | +2,716股+18.45% | 加仓 |
 Meta平台META |
| 1.05% | 1.36% | $560.8万 | 9,952股 | $429.1万 | 7,454股 | +2,498股+33.51% | 加仓 |
 台积电TSM |
| 0.94% | 0.53% | $498.8万 | 1.0万股 | $168.3万 | 7,488股 | +2,961股+39.54% | 加仓 |
 应用材料AMAT |
| 0.85% | 0.52% | $452.5万 | 6,259股 | $164.0万 | 5,575股 | +684股+12.27% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.82% | 1.14% | $437.5万 | 5,859股 | $361.8万 | 6,010股 | -151股-2.51% | 减仓 |
 艾伯维ABBV |
| 0.77% | 1% | $407.5万 | 1.6万股 | $315.1万 | 1.5万股 | +1,176股+7.83% | 加仓 |
 CrowdStrikeCRWD |
| 0.69% | 0.46% | $366.3万 | 4,807股 | $145.0万 | 4,032股 | +775股+19.22% | 加仓 |
| IiShares安硕信托IVW |
| 0.64% | 0.93% | $339.8万 | 2.5万股 | $293.8万 | 3.1万股 | -6,714股-21.37% | 减仓 |
 强生JNJ |
| 0.64% | 0.27% | $339.5万 | 1.3万股 | $86.1万 | 4,848股 | +8,520股+175.74% | 加仓 |
 联合健康UNH |
| 0.63% | 0.71% | $336.2万 | 8,088股 | $224.3万 | 4,293股 | +3,795股+88.40% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.61% | 0.93% | $322.3万 | 5.7万股 | $294.3万 | 5.1万股 | +5,582股+10.84% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.6% | 0.7% | $318.8万 | 1.4万股 | $221.0万 | 1.2万股 | +2,515股+21.82% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.59% | 0.76% | $316.2万 | 4.6万股 | $241.6万 | 4.9万股 | -2,692股-5.47% | 减仓 |
 泛林集团LRCX |
| 0.59% | 0.16% | $316.1万 | 7,295股 | $49.6万 | 5,515股 | +1,780股+32.28% | 加仓 |
 摩根士丹利MS |
| 0.57% | 0.47% | $304.8万 | 1.5万股 | $149.9万 | 1.3万股 | +1,932股+15.27% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.56% | 1.3% | $300.1万 | 1.4万股 | $412.3万 | 2.4万股 | -1.0万股-43.23% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.56% | 0.65% | $299.4万 | 4.2万股 | $206.0万 | 4.0万股 | +2,179股+5.47% | 加仓 |
 AVANTIS INTLNGG |
| 0.54% | 0.09% | $286.9万 | 3.2万股 | $28.6万 | 3,375股 | +2.9万股+853.07% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 0.54% | 0.49% | $284.8万 | 3.8万股 | $155.8万 | 2.7万股 | +1.1万股+39.73% | 加仓 |
 VisaV |
| 0.53% | 0.72% | $282.3万 | 8,230股 | $228.6万 | 6,627股 | +1,603股+24.19% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.53% | 0.73% | $281.4万 | 2.9万股 | $229.9万 | 3.1万股 | -2,587股-8.28% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.52% | 0.18% | $277.4万 | 4.1万股 | $58.3万 | 9,777股 | +3.1万股+319.87% | 加仓 |
 马拉松石油MPC |
| 0.52% | 0.51% | $275.4万 | 1.1万股 | $161.5万 | 1.1万股 | -254股-2.30% | 减仓 |
 英特尔INTC |
| 0.52% | 0.16% | $275.3万 | 2.0万股 | $52.0万 | 3.3万股 | -1.4万股-40.69% | 减仓 |
 礼来LLY |
| 0.52% | 0.34% | $274.6万 | 2,290股 | $107.8万 | 1,270股 | +1,020股+80.31% | 加仓 |
 AMD超威AMD |
| 0.51% | 0.16% | $268.8万 | 4,638股 | $51.4万 | 5,383股 | -745股-13.84% | 减仓 |
 阿斯麦ASML |
| 0.49% | 0.23% | $259.5万 | 1,305股 | $74.1万 | 822股 | +483股+58.76% | 加仓 |
| IiShares黄金信托IAU |
| 0.49% | 0.81% | $258.0万 | 3.4万股 | $255.8万 | 4.3万股 | -9,308股-21.41% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.48% | 0.74% | $254.4万 | 5,084股 | $234.8万 | 4,487股 | +597股+13.31% | 加仓 |
 雷神技术RTX |
| 0.46% | 0.52% | $243.2万 | 1.3万股 | $164.4万 | 1.2万股 | +712股+5.88% | 加仓 |
| SSANDISK COMSNDK |
| 0.45% | — | $239.2万 | 1,052股 | $0 | 0股 | +1,052股 | 新买入 |
