 苹果AAPL |
| 8.84% | 4.87% | $2,687.4万 | 9.3万股 | $1,153.1万 | 4.5万股 | +4.7万股+104.41% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.84% | 4.03% | $1,167.9万 | 3.3万股 | $953.2万 | 3.3万股 | -174股-0.52% | 减仓 |
| SSPDR道富系列信托BIL |
| 3.76% | 2.18% | $1,141.2万 | 12.5万股 | $516.7万 | 5.6万股 | +6.8万股+120.89% | 加仓 |
 博通AVGO |
| 3.47% | 3.86% | $1,055.3万 | 2.8万股 | $914.9万 | 3.0万股 | -1,624股-5.49% | 减仓 |
| HHEALTH CATALYST INC COMHCAT |
| 3.22% | 1.55% | $979.6万 | 492.2万股 | $367.9万 | 289.7万股 | +202.6万股+69.94% | 加仓 |
 微软MSFT |
| 2.59% | 2.45% | $786.7万 | 2.1万股 | $579.0万 | 1.6万股 | +5,450股+34.84% | 加仓 |
| V先锋领航指数基金VOO |
| 2.42% | — | $736.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| SSPDR行业精选信托XLRE |
| 2.16% | 2.82% | $657.3万 | 16.3万股 | $667.6万 | 16.6万股 | -3,220股-1.94% | 减仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 2.13% | 2.64% | $648.6万 | 7.8万股 | $626.1万 | 8.6万股 | -8,222股-9.55% | 减仓 |
 埃克森美孚XOM |
| 2.09% | 3.33% | $634.1万 | 4.6万股 | $787.5万 | 4.6万股 | -37股-0.08% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.98% | — | $600.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 艾伯维ABBV |
| 1.53% | 1.7% | $465.7万 | 1.9万股 | $402.5万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托HYG |
| 1.5% | 1.94% | $456.8万 | 5.7万股 | $458.4万 | 5.8万股 | -557股-0.97% | 减仓 |
 NUVEEN AMT FREE QLTY MUNNEA |
| 1.47% | 1.79% | $447.1万 | 38.1万股 | $424.0万 | 37.8万股 | +3,313股+0.88% | 加仓 |
 亚马逊AMZN |
| 1.41% | 1.59% | $429.5万 | 1.8万股 | $375.3万 | 1.8万股 | 00.00% | 持仓不变 |
 NUVEEN QUALITY MUNCP INCOME FDNAD |
| 1.4% | 1.46% | $425.0万 | 35.1万股 | $345.2万 | 30.0万股 | +5.0万股+16.74% | 加仓 |
 壳牌SHEL |
| 1.4% | 1.63% | $424.1万 | 5.5万股 | $387.0万 | 4.2万股 | +1.3万股+31.43% | 加仓 |
| TTRIPADVISORTRIP |
| 1.26% | 0.74% | $384.2万 | 28.0万股 | $175.9万 | 16.5万股 | +11.5万股+69.82% | 加仓 |
 NUVEEN AMT FREE MUN CR FNVG |
| 1.23% | 1.48% | $372.5万 | 29.1万股 | $349.8万 | 28.4万股 | +7,300股+2.57% | 加仓 |
 FLYWIREFLYW |
| 1.16% | 1.23% | $351.9万 | 20.0万股 | $291.0万 | 25.0万股 | -5.0万股-19.89% | 减仓 |
 GLOBAL PMTS COMGPN |
| 1.13% | 1.05% | $344.0万 | 4.7万股 | $249.0万 | 3.7万股 | +1.0万股+28.12% | 加仓 |
| EEXPENSIFYEXFY |
| 1.04% | 0.93% | $316.6万 | 176.8万股 | $219.4万 | 252.3万股 | -75.4万股-29.89% | 减仓 |
| LLIVEPERSONLPSN |
| 0.99% | 1.11% | $302.3万 | 390.0万股 | $263.3万 | 390.0万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.94% | 1.03% | $286.7万 | 5.0万股 | $244.6万 | 5.0万股 | +136股+0.27% | 加仓 |
 AMGEN COMAMGN |
| 0.93% | 1.16% | $282.2万 | 7,793股 | $273.5万 | 7,773股 | +20股+0.26% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.84% | 1.12% | $255.2万 | 3.4万股 | $266.3万 | 3.6万股 | -1,840股-5.16% | 减仓 |
| NNCR VOYIXVYX |
| 0.74% | 0.74% | $225.0万 | 27.5万股 | $174.1万 | 27.5万股 | +376股+0.14% | 加仓 |
| AARGANAGX |
| 0.74% | — | $223.6万 | 2,800股 | $0 | 0股 | +2,800股 | 新买入 |
 PALO ALTOPANW |
| 0.73% | 0.98% | $223.3万 | 6,549股 | $231.0万 | 1.4万股 | -7,861股-54.55% | 减仓 |
 思科CSCO |
| 0.73% | 0.68% | $222.4万 | 1.9万股 | $160.4万 | 2.1万股 | -1,740股-8.42% | 减仓 |
 摩根大通JPM |
| 0.7% | 0.8% | $211.9万 | 6,474股 | $190.4万 | 6,474股 | 00.00% | 持仓不变 |
 ARES CAPITALARCC |
| 0.68% | 0.84% | $205.6万 | 11.1万股 | $199.4万 | 11.1万股 | +278股+0.25% | 加仓 |
 BRUNSWICKBC |
| 0.67% | 0.74% | $204.8万 | 2.4万股 | $176.2万 | 2.4万股 | +106股+0.44% | 加仓 |
 LIGHTSPEED COMMERCELSPD |
| 0.62% | 0.68% | $189.1万 | 18.0万股 | $161.3万 | 18.0万股 | +246股+0.14% | 加仓 |
 BLUE OWL CAP CORPOBDC |
| 0.62% | 0.72% | $187.2万 | 17.2万股 | $169.9万 | 15.4万股 | +1.9万股+12.12% | 加仓 |
 EURONET WORLDWIDEEEFT |
| 0.6% | 0.7% | $183.2万 | 2.5万股 | $165.9万 | 2.5万股 | +33股+0.13% | 加仓 |
 宝洁PG |
| 0.57% | 0.72% | $174.1万 | 1.2万股 | $171.5万 | 1.2万股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 0.55% | 0.83% | $167.1万 | 3.6万股 | $196.5万 | 3.8万股 | -2,290股-5.99% | 减仓 |
 自由港麦克莫兰FCX |
| 0.52% | 0.62% | $156.9万 | 2.5万股 | $146.0万 | 2.5万股 | +106股+0.43% | 加仓 |
| IiShares安硕信托PFF |
| 0.5% | 0.64% | $152.4万 | 5.0万股 | $152.5万 | 5.0万股 | -300股-0.60% | 减仓 |
 德州仪器TXN |
| 0.5% | 0.42% | $152.0万 | 5,098股 | $100.0万 | 5,150股 | -52股-1.01% | 减仓 |
| IiShares安硕信托TLT |
| 0.49% | — | $149.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 ARBOR REALTY TRUSTABR |
| 0.49% | 0.27% | $148.6万 | 27.4万股 | $65.1万 | 8.4万股 | +19.0万股+224.63% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.49% | 0.45% | $147.5万 | 2.4万股 | $107.7万 | 1.9万股 | +4,600股+23.71% | 加仓 |
 英伟达NVDA |
| 0.48% | 0.1% | $146.6万 | 7,330股 | $23.2万 | 1,330股 | +6,000股+451.13% | 加仓 |
 LENNARLEN |
| 0.48% | — | $145.6万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 LADDER CAPLADR |
| 0.48% | 0.59% | $145.4万 | 14.6万股 | $140.2万 | 14.4万股 | +2,565股+1.79% | 加仓 |
 NUVEEN MUN HIGH INCOME OPPORNMZ |
| 0.47% | 0.58% | $143.5万 | 13.6万股 | $138.3万 | 13.3万股 | +2,500股+1.88% | 加仓 |
 BANK OZK LITTLE ROCK ARKOZK |
| 0.47% | 0.73% | $143.5万 | 2.8万股 | $172.1万 | 3.8万股 | -9,954股-26.54% | 减仓 |
| BBANDWIDTH INC COM CL ABAND |
| 0.47% | 1.39% | $142.6万 | 2.3万股 | $329.7万 | 18.5万股 | -16.2万股-87.83% | 减仓 |
