| F富达·MERRIMACK STR TRFBND |
| 8.31% | 8.3% | $1,466.4万 | 32.2万股 | $1,403.0万 | 30.8万股 | +1.5万股+4.81% | 加仓 |
 VistraVST |
| 6.78% | 6.63% | $1,197.4万 | 7.5万股 | $1,121.2万 | 7.5万股 | +900股+1.21% | 加仓 |
 英伟达NVDA |
| 6.66% | 6.55% | $1,175.7万 | 5.9万股 | $1,106.7万 | 6.3万股 | -4,700股-7.41% | 减仓 |
| IiShares安硕信托IVV |
| 6.49% | 5.93% | $1,145.4万 | 1.5万股 | $1,002.3万 | 1.5万股 | -49股-0.32% | 减仓 |
| IiShares安硕信托PFF |
| 5.81% | 5.45% | $1,026.4万 | 33.7万股 | $920.6万 | 30.4万股 | +3.3万股+10.87% | 加仓 |
| SSPDR行业精选信托XLK |
| 5.46% | 3.98% | $963.3万 | 5.1万股 | $673.0万 | 5.1万股 | -79股-0.16% | 减仓 |
 联合包裹UPSUPS |
| 5.33% | 4.77% | $941.8万 | 8.8万股 | $806.8万 | 8.2万股 | +5,601股+6.83% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 4.63% | 0.05% | $817.3万 | 9.0万股 | $8.9万 | 1,110股 | +8.9万股+8,027.03% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.34% | — | $766.4万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 甲骨文ORCL |
| 4.33% | 0.21% | $764.2万 | 5.2万股 | $34.7万 | 2,360股 | +5.0万股+2,109.66% | 加仓 |
| AAMCORAMCR |
| 4.32% | 4.1% | $763.2万 | 17.6万股 | $692.2万 | 17.4万股 | +1,921股+1.10% | 加仓 |
 赛富时CRM |
| 4.22% | 5.26% | $745.4万 | 4.8万股 | $888.1万 | 4.8万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 3.95% | 4% | $697.1万 | 1.9万股 | $675.8万 | 1.8万股 | +432股+2.37% | 加仓 |
 星座能源CEG |
| 3.68% | 4.26% | $648.9万 | 2.6万股 | $720.0万 | 2.6万股 | +343股+1.33% | 加仓 |
 GENERAL MILLS COMGIS |
| 3.26% | 3.6% | $575.2万 | 16.5万股 | $608.2万 | 16.3万股 | +1,900股+1.16% | 加仓 |
| SSPDR行业精选信托XLE |
| 2.91% | 3.5% | $513.2万 | 9.7万股 | $591.9万 | 9.7万股 | +1股+0.00% | 加仓 |
| SSPDR道富系列信托XHB |
| 2.57% | 2.3% | $454.2万 | 3.9万股 | $388.0万 | 3.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 2.47% | 3.81% | $436.7万 | 1.8万股 | $643.4万 | 3.1万股 | -1.3万股-40.69% | 减仓 |
 ServiceNowNOW |
| 2.02% | 0.02% | $357.4万 | 3.6万股 | $3.0万 | 285股 | +3.6万股+12,531.58% | 加仓 |
 博通AVGO |
| 1.82% | — | $322.0万 | 8,525股 | $0 | 0股 | +8,525股 | 新买入 |
 THE CAMPBELLSCPB |
| 1.75% | 1.83% | $309.3万 | 13.9万股 | $309.3万 | 13.9万股 | 00.00% | 持仓不变 |
| AA2Z CUST2MATE SOLUTIONS CORP COMAZ |
| 1.38% | 1.47% | $243.1万 | 41.8万股 | $248.3万 | 37.2万股 | +4.6万股+12.23% | 加仓 |
| V先锋领航指数基金VB |
| 1.36% | 1.23% | $240.2万 | 7,924股 | $207.4万 | 7,918股 | +6股+0.08% | 加仓 |
 RAYONIERRYN |
| 1.21% | 1.22% | $212.8万 | 10.0万股 | $206.2万 | 10.0万股 | 00.00% | 持仓不变 |
 BGCBGC |
| 0.58% | 0.56% | $102.0万 | 9.5万股 | $95.0万 | 9.7万股 | -1,782股-1.83% | 减仓 |
 高盛GS |
| 0.46% | 0.4% | $80.9万 | 800股 | $67.7万 | 800股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.38% | 0.34% | $66.8万 | 2,655股 | $57.7万 | 2,655股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.26% | 2.51% | $46.5万 | 631股 | $424.3万 | 7,100股 | -6,469股-91.11% | 减仓 |
 迪士尼DIS |
| 0.18% | 0.19% | $32.2万 | 3,346股 | $32.2万 | 3,346股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.17% | 0.15% | $30.2万 | 1,004股 | $24.9万 | 1,004股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IIPGX |
| 0.14% | 0.15% | $24.8万 | 2.3万股 | $24.9万 | 2.3万股 | 00.00% | 持仓不变 |
 VIATRISVTRS |
| 0.13% | 0.11% | $22.6万 | 1.4万股 | $19.3万 | 1.4万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.12% | 0.11% | $21.1万 | 300股 | $18.5万 | 300股 | 00.00% | 持仓不变 |
 NUVEEN NY AMT FREENRK |
| 0.1% | 0.1% | $17.8万 | 1.7万股 | $16.9万 | 1.7万股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.09% | 0.09% | $16.1万 | 700股 | $15.2万 | 700股 | 00.00% | 持仓不变 |
 布鲁克菲尔德BN |
| 0.09% | 0.09% | $15.3万 | 3,585股 | $14.5万 | 3,585股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.08% | 0.08% | $14.7万 | 508股 | $12.9万 | 508股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.08% | 0.07% | $14.5万 | 405股 | $11.5万 | 400股 | +5股+1.25% | 加仓 |
 NUVEEN MUN CR INCOME FD COM SH BEN INTNZF |
| 0.08% | 0.08% | $14.4万 | 1.1万股 | $13.8万 | 1.1万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.08% | 0.07% | $14.2万 | 190股 | $12.3万 | 190股 | 00.00% | 持仓不变 |
 波音BA |
| 0.08% | 0.08% | $14.1万 | 652股 | $13.0万 | 652股 | 00.00% | 持仓不变 |
| VVODAFONE NEWVOD |
| 0.08% | 0.09% | $13.4万 | 1.0万股 | $15.2万 | 1.0万股 | -30股-0.30% | 减仓 |
 EATON VANCE MUN BD FDEIM |
| 0.07% | 0.08% | $12.9万 | 1.3万股 | $12.7万 | 1.3万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.07% | 0.08% | $12.2万 | 555股 | $13.1万 | 555股 | 00.00% | 持仓不变 |
| JJETBLUE AIRWAYSJBLU |
| 0.06% | 0.04% | $10.9万 | 1.9万股 | $6.2万 | 1.4万股 | +5,000股+35.71% | 加仓 |
| AAMERICAN AIRLINESAAL |
| 0.06% | 4.1% | $10.8万 | 6,000股 | $693.2万 | 64.5万股 | -63.9万股-99.07% | 减仓 |
| SSpaceXSPCX |
| 0.06% | — | $10.3万 | 600股 | $0 | 0股 | +600股 | 新买入 |
 瑞银UBS |
| 0.06% | 0.05% | $9.9万 | 2,000股 | $7.8万 | 2,000股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.05% | <0.01% | $8.6万 | 4,131股 | $7,951 | 274股 | +3,857股+1,407.66% | 加仓 |
 艺康ECL |
| 0.05% | 0.05% | $8.4万 | 300股 | $8.0万 | 300股 | 00.00% | 持仓不变 |
