| IiShares安硕信托IVV |
| 4.09% | 3.9% | $1.43亿 | 19.2万股 | $1.16亿 | 17.7万股 | +1.4万股+7.91% | 加仓 |
| WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM |
| 1.89% | 1.98% | $6,621.0万 | 143.4万股 | $5,871.4万 | 133.1万股 | +10.3万股+7.71% | 加仓 |
| V先锋领航指数基金VTV |
| 1.53% | 1.56% | $5,379.2万 | 24.7万股 | $4,632.0万 | 23.6万股 | +1.1万股+4.55% | 加仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 1.52% | 1.32% | $5,334.2万 | 100.9万股 | $3,917.1万 | 96.0万股 | +4.9万股+5.09% | 加仓 |
 贝莱德·MUNIYILD QULT FD IMQY |
| 1.46% | 1.7% | $5,125.9万 | 450.7万股 | $5,055.2万 | 469.7万股 | -18.9万股-4.03% | 减仓 |
| PProShares信托ISPY |
| 1.44% | 1.47% | $5,049.3万 | 104.8万股 | $4,358.8万 | 100.5万股 | +4.2万股+4.21% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.29% | — | $4,515.9万 | 66.4万股 | $0 | 0股 | +66.4万股 | 新买入 |
 JANUS SMALL CAP GROWTH ALPHA ETFSWK |
| 1.28% | 1.11% | $4,490.8万 | 48.3万股 | $3,288.8万 | 47.0万股 | +1.3万股+2.76% | 加仓 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 1.11% | 1.19% | $3,885.1万 | 86.1万股 | $3,528.0万 | 78.3万股 | +7.8万股+10.00% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.1% | 2.37% | $3,859.4万 | 27.2万股 | $7,046.0万 | 56.3万股 | -29.1万股-51.70% | 减仓 |
 应用材料AMAT |
| 1.05% | 0.61% | $3,674.1万 | 5.1万股 | $1,802.3万 | 5.3万股 | -1,913股-3.63% | 减仓 |
 谷歌AGOOGL |
| 0.95% | 0.89% | $3,341.9万 | 9.4万股 | $2,650.6万 | 9.2万股 | +1,341股+1.45% | 加仓 |
 泛林集团LRCX |
| 0.92% | 0.55% | $3,223.6万 | 7.4万股 | $1,642.3万 | 7.7万股 | -2,476股-3.22% | 减仓 |
 美光科技MU |
| 0.86% | 0.31% | $3,031.6万 | 2.6万股 | $906.5万 | 2.7万股 | -568股-2.12% | 减仓 |
 NUVEEN AMT FREE MUN CR FNVG |
| 0.81% | 0.8% | $2,829.5万 | 221.1万股 | $2,364.9万 | 191.8万股 | +29.3万股+15.25% | 加仓 |
 英伟达NVDA |
| 0.78% | 0.8% | $2,750.5万 | 13.7万股 | $2,370.5万 | 13.6万股 | +1,538股+1.13% | 加仓 |
 贝莱德·MUNIHOLDINGS FD INMHD |
| 0.78% | 1.02% | $2,749.2万 | 231.0万股 | $3,037.5万 | 269.3万股 | -38.3万股-14.21% | 减仓 |
| IiShares安硕信托PFF |
| 0.78% | 0.84% | $2,730.7万 | 89.6万股 | $2,492.1万 | 82.2万股 | +7.4万股+8.97% | 加仓 |
 科磊KLAC |
| 0.76% | 0.52% | $2,669.6万 | 8.8万股 | $1,535.9万 | 1.0万股 | +7.8万股+748.27% | 加仓 |
 NUVEEN MUNICIPAL VALUENUV |
| 0.75% | 0.74% | $2,639.0万 | 286.2万股 | $2,193.6万 | 244.0万股 | +42.2万股+17.30% | 加仓 |
| AAMPLIFY BLOOMBERG AI VL CHN ETFAIVC |
| 0.69% | — | $2,417.5万 | 21.0万股 | $0 | 0股 | +21.0万股 | 新买入 |
 NUVEEN MUN HIGH INCOME OPPORNMZ |
| 0.67% | 0.57% | $2,343.4万 | 221.7万股 | $1,701.4万 | 163.9万股 | +57.8万股+35.26% | 加仓 |
| IISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETFHYGW |
| 0.64% | 0.67% | $2,232.5万 | 76.7万股 | $1,988.3万 | 67.4万股 | +9.3万股+13.81% | 加仓 |
 博通AVGO |
| 0.63% | 0.66% | $2,209.2万 | 5.8万股 | $1,957.4万 | 6.3万股 | -4,758股-7.52% | 减仓 |
 亚马逊AMZN |
| 0.62% | 0.63% | $2,191.5万 | 9.2万股 | $1,860.5万 | 8.9万股 | +2,615股+2.93% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.61% | 0.61% | $2,148.6万 | 5.4万股 | $1,812.8万 | 5.7万股 | -2,883股-5.06% | 减仓 |
 NUVEEN MUN CR INCOME FD COM SH BEN INTNZF |
| 0.58% | 0.56% | $2,035.7万 | 160.5万股 | $1,651.2万 | 135.6万股 | +25.0万股+18.42% | 加仓 |
 苹果AAPL |
| 0.56% | 0.58% | $1,969.2万 | 6.8万股 | $1,712.5万 | 6.7万股 | +575股+0.85% | 加仓 |
 PALO ALTOPANW |
| 0.54% | 0.31% | $1,894.6万 | 5.6万股 | $933.2万 | 5.8万股 | -2,651股-4.55% | 减仓 |
 NUVEEN AMT FREE QLTY MUNNEA |
| 0.54% | 0.66% | $1,887.7万 | 160.8万股 | $1,975.2万 | 175.9万股 | -15.1万股-8.58% | 减仓 |
 GE航空GE |
| 0.52% | 0.44% | $1,830.3万 | 4.9万股 | $1,305.3万 | 4.6万股 | +2,976股+6.47% | 加仓 |
 AVANTIS INTLNGG |
| 0.52% | — | $1,817.6万 | 20.4万股 | $0 | 0股 | +20.4万股 | 新买入 |
 贝莱德·MUN TARGET TERM TRBTT |
| 0.51% | 0.47% | $1,782.9万 | 78.4万股 | $1,401.9万 | 61.8万股 | +16.6万股+26.90% | 加仓 |
 礼来LLY |
| 0.49% | 0.44% | $1,722.4万 | 1.4万股 | $1,317.6万 | 1.4万股 | +35股+0.24% | 加仓 |
 VisaV |
| 0.48% | 0.48% | $1,675.8万 | 4.9万股 | $1,419.4万 | 4.7万股 | +1,880股+4.00% | 加仓 |
 NUVEEN QUALITY MUNCP INCOME FDNAD |
| 0.47% | 0.36% | $1,664.2万 | 137.3万股 | $1,066.9万 | 92.8万股 | +44.5万股+48.00% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.45% | 0.46% | $1,565.7万 | 25.5万股 | $1,356.1万 | 24.4万股 | +1.0万股+4.29% | 加仓 |
 摩根大通JPM |
| 0.44% | 0.43% | $1,544.0万 | 4.7万股 | $1,285.5万 | 4.4万股 | +3,471股+7.94% | 加仓 |
| I景顺·VALUE MUN INCOME TRIIM |
| 0.42% | 0.29% | $1,480.5万 | 116.3万股 | $866.5万 | 71.3万股 | +45.0万股+63.22% | 加仓 |
| IINDIVIOR PHARMACEUTICALSINDV |
| 0.42% | 0.34% | $1,478.1万 | 36.0万股 | $1,007.9万 | 33.1万股 | +3.0万股+8.94% | 加仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 0.42% | 0.45% | $1,472.4万 | 31.2万股 | $1,323.9万 | 28.0万股 | +3.2万股+11.58% | 加仓 |
 微软MSFT |
| 0.41% | 0.46% | $1,449.3万 | 3.9万股 | $1,356.9万 | 3.7万股 | +2,196股+5.99% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.41% | 0.19% | $1,445.2万 | 3.3万股 | $568.1万 | 3.5万股 | -1,114股-3.22% | 减仓 |
 QUANTA SVCSPWR |
| 0.4% | 0.35% | $1,416.3万 | 2.0万股 | $1,050.4万 | 1.9万股 | +538股+2.81% | 加仓 |
 AMD超威AMD |
| 0.39% | 0.15% | $1,356.9万 | 2.3万股 | $460.0万 | 2.3万股 | +745股+3.29% | 加仓 |
 贝莱德·MUNIASSETS FD INCMUA |
| 0.38% | 0.44% | $1,334.4万 | 121.2万股 | $1,299.7万 | 122.5万股 | -1.3万股-1.06% | 减仓 |
 景顺·TR INVT GRADE MUNSVGM |
| 0.38% | 0.32% | $1,322.1万 | 124.7万股 | $965.5万 | 97.8万股 | +26.9万股+27.51% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 0.37% | 1.5% | $1,310.3万 | 28.7万股 | $4,470.7万 | 103.7万股 | -75.0万股-72.34% | 减仓 |
 PIMCO·MUN INCOME FD IIPML |
| 0.36% | 0.66% | $1,273.8万 | 167.4万股 | $1,969.8万 | 260.2万股 | -92.8万股-35.68% | 减仓 |
 阿斯麦ASML |
| 0.36% | 0.23% | $1,267.5万 | 6,371股 | $679.0万 | 5,141股 | +1,230股+23.93% | 加仓 |
