| J摩根大通交易所交易基金JMUB |
| 8.14% | 8.91% | $2.22亿 | 439.0万股 | $2.13亿 | 426.2万股 | +12.7万股+2.99% | 加仓 |
| IiShares安硕信托IEFA |
| 5.87% | 6.02% | $1.60亿 | 166.0万股 | $1.44亿 | 159.0万股 | +7.0万股+4.41% | 加仓 |
 英伟达NVDA |
| 4.62% | 4.39% | $1.26亿 | 63.1万股 | $1.05亿 | 60.2万股 | +2.9万股+4.84% | 加仓 |
| IiShares安硕IEMG |
| 4.48% | 4.33% | $1.22亿 | 147.7万股 | $1.04亿 | 148.5万股 | -8,010股-0.54% | 减仓 |
 苹果AAPL |
| 4.1% | 4.05% | $1.12亿 | 38.7万股 | $9,674.9万 | 38.1万股 | +6,158股+1.62% | 加仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 2.72% | 2.97% | $7,427.4万 | 305.0万股 | $7,098.3万 | 294.5万股 | +10.6万股+3.58% | 加仓 |
 微软MSFT |
| 2.31% | 2.5% | $6,309.1万 | 16.9万股 | $5,984.0万 | 16.2万股 | +7,479股+4.63% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.2% | 2.37% | $6,015.8万 | 84.4万股 | $5,672.2万 | 88.5万股 | -4.1万股-4.62% | 减仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 2.18% | 2.45% | $5,957.7万 | 236.7万股 | $5,865.2万 | 236.6万股 | +1,026股+0.04% | 加仓 |
 谷歌AGOOGL |
| 2.02% | 1.67% | $5,516.8万 | 15.4万股 | $3,982.3万 | 13.8万股 | +1.6万股+11.47% | 加仓 |
 亚马逊AMZN |
| 1.99% | 1.84% | $5,429.0万 | 22.8万股 | $4,392.7万 | 21.1万股 | +1.7万股+8.00% | 加仓 |
 博通AVGO |
| 1.68% | 1.49% | $4,579.7万 | 12.1万股 | $3,566.8万 | 11.5万股 | +5,995股+5.20% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.45% | 1.4% | $3,953.4万 | 11.2万股 | $3,356.5万 | 11.7万股 | -5,118股-4.37% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.36% | 1.52% | $3,714.1万 | 79.3万股 | $3,626.6万 | 77.1万股 | +2.2万股+2.81% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.32% | 1.43% | $3,598.0万 | 71.4万股 | $3,425.1万 | 75.0万股 | -3.6万股-4.84% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 1.3% | — | $3,556.2万 | 84.2万股 | $0 | 0股 | +84.2万股 | 新买入 |
 美光科技MU |
| 1.14% | 0.36% | $3,112.3万 | 2.7万股 | $851.0万 | 2.5万股 | +1,775股+7.05% | 加仓 |
| IiShares安硕信托SGOV |
| 1.06% | 1.55% | $2,891.7万 | 28.7万股 | $3,714.8万 | 36.9万股 | -8.2万股-22.17% | 减仓 |
 Meta平台META |
| 1.04% | 1.22% | $2,836.5万 | 5.0万股 | $2,914.6万 | 5.1万股 | -587股-1.15% | 减仓 |
| F第一信托·USTFMHI |
| 1.02% | 1.08% | $2,777.4万 | 57.3万股 | $2,577.8万 | 54.2万股 | +3.1万股+5.63% | 加仓 |
 摩根大通JPM |
| 0.99% | 0.99% | $2,696.6万 | 8.2万股 | $2,366.1万 | 8.0万股 | +1,946股+2.42% | 加仓 |
 礼来LLY |
| 0.89% | 0.75% | $2,442.8万 | 2.0万股 | $1,791.0万 | 1.9万股 | +894股+4.59% | 加仓 |
 特斯拉TSLA |
| 0.89% | 0.87% | $2,418.8万 | 5.8万股 | $2,091.1万 | 5.6万股 | +1,258股+2.24% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.87% | 0.96% | $2,377.1万 | 45.9万股 | $2,283.2万 | 48.7万股 | -2.8万股-5.68% | 减仓 |
 AMD超威AMD |
| 0.77% | 0.28% | $2,100.5万 | 3.6万股 | $675.1万 | 3.3万股 | +2,975股+8.97% | 加仓 |
 泛林集团LRCX |
| 0.68% | 0.37% | $1,859.4万 | 4.3万股 | $878.7万 | 4.1万股 | +1,783股+4.34% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.67% | 0.72% | $1,818.3万 | 3.6万股 | $1,716.8万 | 3.6万股 | +511股+1.43% | 加仓 |
 卡特彼勒CAT |
| 0.64% | 0.44% | $1,746.6万 | 1.6万股 | $1,052.0万 | 1.5万股 | +1,552股+10.45% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.6% | 0.71% | $1,648.2万 | 16.8万股 | $1,691.9万 | 18.0万股 | -1.2万股-6.51% | 减仓 |
 埃克森美孚XOM |
| 0.59% | 0.86% | $1,605.2万 | 11.7万股 | $2,050.5万 | 12.1万股 | -3,450股-2.85% | 减仓 |
 强生JNJ |
| 0.58% | 0.65% | $1,593.2万 | 6.3万股 | $1,559.8万 | 6.4万股 | -1,082股-1.70% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.57% | 0.63% | $1,564.5万 | 26.2万股 | $1,494.2万 | 27.6万股 | -1.4万股-5.19% | 减仓 |
 应用材料AMAT |
| 0.53% | 0.28% | $1,461.4万 | 2.0万股 | $679.6万 | 2.0万股 | +329股+1.65% | 加仓 |
 VisaV |
| 0.51% | 0.48% | $1,401.7万 | 4.1万股 | $1,140.7万 | 3.8万股 | +3,113股+8.25% | 加仓 |
 沃尔玛WMT |
| 0.5% | 0.62% | $1,370.9万 | 12.1万股 | $1,490.3万 | 12.0万股 | +1,125股+0.94% | 加仓 |
| IiShares安硕信托IDV |
| 0.49% | 0.61% | $1,336.2万 | 32.3万股 | $1,466.6万 | 34.5万股 | -2.2万股-6.41% | 减仓 |
| IiShares安硕信托EFG |
| 0.49% | 0.44% | $1,327.9万 | 10.7万股 | $1,047.5万 | 9.4万股 | +1.3万股+13.47% | 加仓 |
 艾伯维ABBV |
| 0.48% | 0.47% | $1,298.2万 | 5.2万股 | $1,126.4万 | 5.2万股 | -202股-0.39% | 减仓 |
 科磊KLAC |
| 0.47% | 0.27% | $1,288.3万 | 4.3万股 | $634.1万 | 4,306股 | +3.8万股+891.66% | 加仓 |
 思科CSCO |
| 0.44% | 0.31% | $1,193.1万 | 10.2万股 | $744.9万 | 9.6万股 | +5,566股+5.80% | 加仓 |
 GE航空GE |
| 0.42% | 0.36% | $1,138.8万 | 3.0万股 | $848.7万 | 3.0万股 | +565股+1.89% | 加仓 |
 万事达MA |
| 0.39% | 0.43% | $1,067.9万 | 2.1万股 | $1,022.4万 | 2.0万股 | +332股+1.62% | 加仓 |
 好市多COST |
| 0.36% | 0.44% | $997.1万 | 1.1万股 | $1,059.2万 | 1.1万股 | +29股+0.27% | 加仓 |
 英特尔INTC |
| 0.36% | 0.11% | $975.7万 | 7.0万股 | $260.6万 | 5.9万股 | +1.1万股+18.32% | 加仓 |
 高盛GS |
| 0.35% | 0.34% | $963.0万 | 9,522股 | $804.9万 | 9,514股 | +8股+0.08% | 加仓 |
| V先锋领航指数基金VB |
| 0.35% | 0.3% | $950.2万 | 3.1万股 | $711.4万 | 2.7万股 | +4,187股+15.42% | 加仓 |
 希捷STX |
| 0.34% | 0.14% | $923.0万 | 9,565股 | $335.5万 | 8,563股 | +1,002股+11.70% | 加仓 |
 GE VernovaGEV |
| 0.34% | 0.29% | $922.0万 | 7,847股 | $684.5万 | 7,842股 | +5股+0.06% | 加仓 |
 西部数据WDC |
| 0.33% | 0.13% | $899.9万 | 1.4万股 | $309.7万 | 1.1万股 | +2,640股+23.06% | 加仓 |
 帕兰提尔PLTR |
| 0.32% | 0.46% | $866.2万 | 7.4万股 | $1,094.6万 | 7.5万股 | -583股-0.78% | 减仓 |
