| SSPDR标普500 ETFSPY |
| 11.56% | 11.25% | $863.3万 | 1.2万股 | $744.5万 | 1.1万股 | +113股+0.99% | 加仓 |
| IiShares安硕信托AGG |
| 4.61% | 5.06% | $344.1万 | 3.5万股 | $335.0万 | 3.4万股 | +1,026股+3.04% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 2.87% | 2.5% | $214.7万 | 5,449股 | $165.3万 | 5,268股 | +181股+3.44% | 加仓 |
| IiShares安硕信托PFF |
| 2.72% | 2.9% | $203.3万 | 6.7万股 | $191.8万 | 6.3万股 | +3,421股+5.41% | 加仓 |
 BLACKSTONE SECD LENDINGBXSL |
| 2.57% | 2.82% | $192.2万 | 8.1万股 | $186.6万 | 7.9万股 | +2,292股+2.91% | 加仓 |
 微软MSFT |
| 2.39% | 2.96% | $178.8万 | 4,794股 | $195.6万 | 5,283股 | -489股-9.26% | 减仓 |
| IiShares安硕信托IEI |
| 2.06% | 2.33% | $153.8万 | 1.3万股 | $154.3万 | 1.3万股 | +84股+0.65% | 加仓 |
| IiShares安硕信托TLT |
| 1.89% | 2.12% | $141.0万 | 1.6万股 | $140.3万 | 1.6万股 | +132股+0.82% | 加仓 |
 苹果AAPL |
| 1.89% | 1.55% | $140.9万 | 4,871股 | $102.6万 | 4,041股 | +830股+20.54% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.76% | 1.98% | $131.8万 | 1.6万股 | $131.2万 | 1.6万股 | +164股+1.03% | 加仓 |
 英伟达NVDA |
| 1.55% | 1.5% | $115.8万 | 5,788股 | $98.9万 | 5,673股 | +115股+2.03% | 加仓 |
 谷歌AGOOGL |
| 1.47% | 1.1% | $109.7万 | 3,069股 | $73.1万 | 2,542股 | +527股+20.73% | 加仓 |
| IiShares安硕信托LQD |
| 1.44% | 1.56% | $107.7万 | 9,877股 | $103.2万 | 9,466股 | +411股+4.34% | 加仓 |
| IiShares安硕信托DVY |
| 1.36% | 1.55% | $101.9万 | 6,522股 | $102.5万 | 6,769股 | -247股-3.65% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.27% | 1.25% | $95.1万 | 2,322股 | $83.0万 | 2,327股 | -5股-0.21% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.23% | 1.12% | $91.6万 | 3,050股 | $74.0万 | 2,985股 | +65股+2.18% | 加仓 |
 摩根大通JPM |
| 1.19% | 1.24% | $88.9万 | 2,716股 | $81.8万 | 2,780股 | -64股-2.30% | 减仓 |
 博通AVGO |
| 1.11% | 1.02% | $82.8万 | 2,191股 | $67.6万 | 2,185股 | +6股+0.27% | 加仓 |
| SSPDR行业精选信托XLP |
| 1.06% | 1.16% | $79.3万 | 9,543股 | $76.6万 | 9,338股 | +205股+2.20% | 加仓 |
 VisaV |
| 1.04% | 0.95% | $77.4万 | 2,257股 | $63.2万 | 2,090股 | +167股+7.99% | 加仓 |
 NEBIUSNBIS |
| 0.95% | 0.63% | $71.2万 | 2,579股 | $41.5万 | 3,998股 | -1,419股-35.49% | 减仓 |
| IiShares安硕信托IWV |
| 0.95% | 1.17% | $71.0万 | 1,664股 | $77.4万 | 2,089股 | -425股-20.34% | 减仓 |
 Meta平台META |
| 0.94% | 1.13% | $70.1万 | 1,245股 | $74.7万 | 1,305股 | -60股-4.60% | 减仓 |
| IiShares安硕信托IWD |
| 0.93% | 0.88% | $69.7万 | 2,874股 | $58.0万 | 2,714股 | +160股+5.90% | 加仓 |
| IiShares安硕信托IWY |
| 0.89% | 0.9% | $66.8万 | 2,300股 | $59.3万 | 2,384股 | -84股-3.52% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.99% | $66.8万 | 1,891股 | $65.5万 | 2,283股 | -392股-17.17% | 减仓 |
 台积电TSM |
| 0.89% | 0.6% | $66.2万 | 1,387股 | $40.0万 | 1,184股 | +203股+17.15% | 加仓 |
| PPROLOGIS COMPLD |
| 0.88% | 0.95% | $65.4万 | 4,828股 | $63.1万 | 4,772股 | +56股+1.17% | 加仓 |
 EquinixEQIX |
| 0.85% | 0.9% | $63.3万 | 607股 | $59.7万 | 609股 | -2股-0.33% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.83% | 0.77% | $61.9万 | 4,982股 | $50.7万 | 1,190股 | +3,792股+318.66% | 加仓 |
 亚马逊AMZN |
| 0.83% | 0.92% | $61.7万 | 2,588股 | $61.1万 | 2,935股 | -347股-11.82% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.81% | 0.93% | $60.9万 | 1.3万股 | $61.8万 | 1.3万股 | -39股-0.29% | 减仓 |
 强生JNJ |
| 0.8% | 0.86% | $60.1万 | 2,367股 | $57.1万 | 2,337股 | +30股+1.28% | 加仓 |
 埃克森美孚XOM |
| 0.79% | 1.07% | $59.2万 | 4,329股 | $70.6万 | 4,161股 | +168股+4.04% | 加仓 |
 沃尔玛WMT |
| 0.79% | 0.97% | $59.0万 | 5,208股 | $64.2万 | 5,167股 | +41股+0.79% | 加仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 0.78% | 0.92% | $58.5万 | 2.4万股 | $60.7万 | 2.5万股 | -1,177股-4.67% | 减仓 |
| IISHARES J.P. MORGAN EM CORPORATE BOND ETFIGEB |
| 0.78% | 0.88% | $58.4万 | 1.3万股 | $58.2万 | 1.3万股 | -76股-0.59% | 减仓 |
 万事达MA |
| 0.77% | 0.78% | $57.3万 | 1,115股 | $51.7万 | 1,035股 | +80股+7.73% | 加仓 |
| IiShares安硕信托IWL |
| 0.72% | 0.71% | $54.1万 | 2,923股 | $47.2万 | 2,939股 | -16股-0.54% | 减仓 |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 0.7% | 0.79% | $52.2万 | 3.0万股 | $52.3万 | 3.0万股 | -167股-0.55% | 减仓 |
 DANAHER DEL COMDHR |
| 0.69% | 0.66% | $51.5万 | 2,705股 | $43.9万 | 2,313股 | +392股+16.95% | 加仓 |
| B纽约梅隆银行BK |
| 0.68% | 0.7% | $50.7万 | 3,506股 | $46.5万 | 3,919股 | -413股-10.54% | 减仓 |
| T赛默飞世尔TMO |
| 0.67% | 0.66% | $50.0万 | 997股 | $43.9万 | 894股 | +103股+11.52% | 加仓 |
| IiShares安硕信托IOO |
| 0.66% | 0.68% | $49.1万 | 3,594股 | $45.0万 | 3,723股 | -129股-3.46% | 减仓 |
 阿斯麦ASML |
| 0.64% | 0.51% | $47.9万 | 241股 | $33.5万 | 254股 | -13股-5.12% | 减仓 |
 艾伯维ABBV |
| 0.63% | 0.63% | $47.3万 | 1,879股 | $41.6万 | 1,911股 | -32股-1.67% | 减仓 |
 NUVEEN SELECT TAXFREE INNXP |
| 0.63% | 0.71% | $47.0万 | 3.3万股 | $47.2万 | 3.3万股 | -39股-0.12% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.63% | 0.64% | $46.8万 | 2,589股 | $42.5万 | 2,569股 | +20股+0.78% | 加仓 |
 派克汉尼汾PH |
| 0.63% | 0.56% | $46.8万 | 478股 | $37.1万 | 414股 | +64股+15.46% | 加仓 |
 思科CSCO |
| 0.6% | 0.58% | $45.0万 | 3,833股 | $38.3万 | 4,933股 | -1,100股-22.30% | 减仓 |
