 NUVEEN FLOATING RATE INCOME FD COMJFR |
| 7.2% | 7.21% | $2,667.5万 | 347.8万股 | $2,347.2万 | 312.1万股 | +35.6万股+11.42% | 加仓 |
| IiShares安硕信托IVV |
| 7.12% | 6.61% | $2,637.1万 | 3.5万股 | $2,151.5万 | 3.3万股 | +2,276股+6.91% | 加仓 |
 谷歌AGOOGL |
| 4.66% | 4.29% | $1,725.5万 | 4.8万股 | $1,396.2万 | 4.9万股 | -270股-0.56% | 减仓 |
| VVIRTUS CONVERTIBLE & INCOME FD COM NEWNCV |
| 3.86% | 3.67% | $1,430.1万 | 81.3万股 | $1,193.9万 | 80.2万股 | +1.1万股+1.34% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.86% | 2.99% | $1,429.0万 | 4.7万股 | $974.1万 | 4.1万股 | +6,173股+15.06% | 加仓 |
| IiShares安硕信托ICSH |
| 3.64% | 4.21% | $1,348.7万 | 26.7万股 | $1,370.5万 | 27.1万股 | -4,103股-1.52% | 减仓 |
 亚马逊AMZN |
| 3.52% | 3.44% | $1,303.4万 | 5.5万股 | $1,119.9万 | 5.4万股 | +915股+1.70% | 加仓 |
 苹果AAPL |
| 2.85% | 2.79% | $1,057.2万 | 3.7万股 | $909.7万 | 3.6万股 | +690股+1.92% | 加仓 |
 NUVEEN AMT FREE QLTY MUNNEA |
| 2.69% | 2.93% | $997.9万 | 85.0万股 | $954.6万 | 85.0万股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| 2.41% | 2.7% | $891.1万 | 5,250股 | $880.0万 | 5,090股 | +160股+3.14% | 加仓 |
| IiShares安硕信托SGOV |
| 2.35% | 2.53% | $871.5万 | 8.7万股 | $823.5万 | 8.2万股 | +4,763股+5.82% | 加仓 |
 VIRTUS CONVERTIBLE and INC FD II COM NEWNCZ |
| 2.33% | 2.21% | $863.3万 | 54.3万股 | $719.1万 | 53.6万股 | +6,706股+1.25% | 加仓 |
 英伟达NVDA |
| 2.29% | 2.27% | $848.5万 | 4.2万股 | $739.9万 | 4.2万股 | -20股-0.05% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.26% | 2.43% | $837.3万 | 1.7万股 | $790.5万 | 1.6万股 | +237股+1.44% | 加仓 |
 Meta平台META |
| 2.08% | 2.37% | $770.9万 | 1.4万股 | $771.2万 | 1.3万股 | +206股+1.53% | 加仓 |
 NUVEEN AMT FREE MUN CR FNVG |
| 2.07% | 2.21% | $765.4万 | 59.8万股 | $718.8万 | 58.3万股 | +1.5万股+2.57% | 加仓 |
 NUVEEN QUALITY MUNCP INCOME FDNAD |
| 2.02% | 2.12% | $749.6万 | 61.9万股 | $691.2万 | 60.1万股 | +1.8万股+2.91% | 加仓 |
 微软MSFT |
| 1.74% | 1.81% | $643.8万 | 1.7万股 | $589.7万 | 1.6万股 | +1,329股+8.34% | 加仓 |
| PPGIM ULTRAPULS |
| 1.64% | 1.6% | $606.4万 | 12.2万股 | $520.1万 | 10.5万股 | +1.7万股+16.47% | 加仓 |
 美光科技MU |
| 1.61% | 0.71% | $596.0万 | 5,163股 | $232.7万 | 6,888股 | -1,725股-25.04% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.59% | 1.43% | $589.7万 | 1.7万股 | $466.7万 | 1.6万股 | +421股+2.59% | 加仓 |
 NUVEEN MUN CR INCOME FD COM SH BEN INTNZF |
| 1.5% | 1.64% | $554.8万 | 43.8万股 | $532.9万 | 43.8万股 | 00.00% | 持仓不变 |
 NUVEEN MUNICIPAL VALUENUV |
| 1.49% | 1.64% | $552.4万 | 59.9万股 | $534.1万 | 59.4万股 | +5,000股+0.84% | 加仓 |
 摩根大通JPM |
| 1.25% | 1.28% | $464.4万 | 1.4万股 | $418.1万 | 1.4万股 | -25股-0.18% | 减仓 |
| EEMBRAER S.AFGM |
| 1.19% | 1.27% | $441.5万 | 6.9万股 | $413.3万 | 7.0万股 | -441股-0.63% | 减仓 |
 礼来LLY |
| 1.17% | 1.02% | $432.7万 | 3,607股 | $332.0万 | 3,609股 | -2股-0.06% | 减仓 |
 阿斯麦ASML |
| 1.09% | 0.86% | $404.5万 | 2,033股 | $281.3万 | 2,130股 | -97股-4.55% | 减仓 |
 Arista网络ANET |
| 1.08% | 0.97% | $401.9万 | 2.4万股 | $315.7万 | 2.6万股 | -2,054股-7.99% | 减仓 |
 飞塔FTNT |
| 1.07% | 0.71% | $396.1万 | 2.6万股 | $232.0万 | 2.8万股 | -2,604股-9.17% | 减仓 |
| SSPDR黄金信托GLD |
| 0.99% | 1.25% | $366.4万 | 9,947股 | $408.1万 | 9,485股 | +462股+4.87% | 加仓 |
 贝莱德·MUNIYILD QULT FD IMQY |
| 0.89% | 0.96% | $328.4万 | 28.3万股 | $313.1万 | 28.5万股 | -2,071股-0.73% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.84% | 0.58% | $313.0万 | 1.2万股 | $189.5万 | 1.3万股 | -263股-2.09% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.83% | 0.91% | $305.7万 | 3.7万股 | $296.6万 | 3.7万股 | -269股-0.72% | 减仓 |
 迈威尔MRVL |
| 0.77% | — | $285.9万 | 9,596股 | $0 | 0股 | +9,596股 | 新买入 |
 博通AVGO |
| 0.75% | 0.7% | $278.3万 | 7,367股 | $228.6万 | 7,386股 | -19股-0.26% | 减仓 |
 高盛GS |
| 0.73% | 0.7% | $269.2万 | 2,662股 | $228.9万 | 2,706股 | -44股-1.63% | 减仓 |
 AMD超威AMD |
| 0.7% | 0.55% | $258.0万 | 4,442股 | $178.0万 | 8,750股 | -4,308股-49.23% | 减仓 |
 ATLANTA BRAVES HLDGS INC COM SER ABATRA |
| 0.66% | 0.56% | $242.8万 | 4.3万股 | $183.0万 | 3.9万股 | +4,300股+11.08% | 加仓 |
 VisaV |
| 0.59% | 0.58% | $220.3万 | 6,420股 | $190.0万 | 6,288股 | +132股+2.10% | 加仓 |
 CLEAN HARBORSCLH |
| 0.52% | 0.62% | $192.7万 | 6,452股 | $203.5万 | 7,097股 | -645股-9.09% | 减仓 |
| I景顺QQQ信托VOO |
| 0.51% | — | $190.8万 | 2,591股 | $0 | 0股 | +2,591股 | 新买入 |
 CrowdStrikeCRWD |
| 0.5% | 0.36% | $187.0万 | 2,450股 | $117.9万 | 3,020股 | -570股-18.87% | 减仓 |
 AMGEN COMAMGN |
| 0.5% | 0.55% | $185.8万 | 5,130股 | $180.5万 | 5,130股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 0.49% | 0.52% | $183.2万 | 3.7万股 | $169.0万 | 3.6万股 | +1,015股+2.81% | 加仓 |
 自由媒体FWONK |
| 0.47% | 0.42% | $173.7万 | 1.8万股 | $135.8万 | 1.6万股 | +2,285股+14.30% | 加仓 |
 强生JNJ |
| 0.47% | 0.52% | $173.7万 | 6,838股 | $169.9万 | 6,951股 | -113股-1.63% | 减仓 |
 联合健康UNH |
| 0.46% | 0.36% | $171.7万 | 4,131股 | $116.5万 | 4,306股 | -175股-4.06% | 减仓 |
 应用材料AMAT |
| 0.44% | 0.24% | $163.7万 | 2,264股 | $76.8万 | 2,247股 | +17股+0.76% | 加仓 |
 甲骨文ORCL |
| 0.42% | 0.51% | $155.5万 | 1.1万股 | $166.8万 | 1.1万股 | -727股-6.41% | 减仓 |
 家得宝HD |
| 0.42% | 0.38% | $154.3万 | 4,375股 | $125.1万 | 3,805股 | +570股+14.98% | 加仓 |
