 BLACKROCK TAX MUNICPAL BD TR SHSBBN |
| 12.88% | 13.87% | $3,854.0万 | 238.3万股 | $3,560.7万 | 220.2万股 | +18.1万股+8.24% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 7.08% | 6.26% | $2,119.9万 | 20.7万股 | $1,607.6万 | 20.4万股 | +2,844股+1.39% | 加仓 |
| IiShares安硕信托IDV |
| 5.21% | 6.06% | $1,560.3万 | 37.7万股 | $1,555.7万 | 36.6万股 | +1.1万股+3.03% | 加仓 |
 科磊KLAC |
| 5.13% | 2.92% | $1,535.9万 | 5.1万股 | $748.6万 | 5,084股 | +4.6万股+901.34% | 加仓 |
 NUVEEN TAXABLE MUNICPAL INMNBB |
| 5.01% | 5.47% | $1,498.8万 | 94.4万股 | $1,404.6万 | 89.2万股 | +5.3万股+5.90% | 加仓 |
 VertivVRT |
| 4.94% | 4.26% | $1,478.2万 | 4.4万股 | $1,092.7万 | 4.4万股 | +542股+1.24% | 加仓 |
 迈威尔MRVL |
| 4.45% | 1.73% | $1,332.4万 | 4.5万股 | $444.7万 | 4.5万股 | -165股-0.37% | 减仓 |
 英伟达NVDA |
| 4.09% | 4.14% | $1,224.5万 | 6.1万股 | $1,061.7万 | 6.1万股 | +323股+0.53% | 加仓 |
 NUVEEN QUALITY MUNCP INCOME FDNAD |
| 3.06% | 3.34% | $915.0万 | 75.1万股 | $858.2万 | 74.2万股 | +8,958股+1.21% | 加仓 |
 NUVEEN AMT FREE QLTY MUNNEA |
| 2.89% | 2.99% | $864.2万 | 73.2万股 | $766.4万 | 67.8万股 | +5.4万股+7.90% | 加仓 |
 谷歌AGOOGL |
| 2.51% | 2.34% | $749.7万 | 2.1万股 | $600.0万 | 2.1万股 | +115股+0.55% | 加仓 |
 TORTOISE ENERGY INFRSTRCTR CTYG |
| 2.21% | 2.94% | $660.1万 | 15.4万股 | $753.9万 | 15.1万股 | +2,731股+1.81% | 加仓 |
 博通AVGO |
| 2.05% | 1.9% | $613.6万 | 1.6万股 | $488.5万 | 1.6万股 | +462股+2.93% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.98% | 2.34% | $591.4万 | 9.6万股 | $600.8万 | 10.8万股 | -1.2万股-11.07% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.93% | 2.22% | $577.7万 | 10.2万股 | $569.5万 | 10.0万股 | +1,807股+1.80% | 加仓 |
| IINVESCO S&P SMALLCAP LOWVOLATILITY ETFPSCC |
| 1.82% | 1.8% | $544.3万 | 10.4万股 | $461.9万 | 9.8万股 | +5,990股+6.12% | 加仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX |
| 1.56% | 1.74% | $467.7万 | 10.7万股 | $446.2万 | 10.6万股 | +1,205股+1.14% | 加仓 |
 思科CSCO |
| 1.53% | 1.17% | $458.5万 | 3.9万股 | $300.4万 | 3.9万股 | +317股+0.82% | 加仓 |
 沃尔玛WMT |
| 1.5% | 1.93% | $449.5万 | 4.0万股 | $495.0万 | 4.0万股 | -70股-0.18% | 减仓 |
 摩根大通JPM |
| 1.45% | 1.5% | $434.6万 | 1.3万股 | $383.8万 | 1.3万股 | +230股+1.76% | 加仓 |
 特斯拉TSLA |
| 1.36% | 1.37% | $407.5万 | 9,688股 | $351.6万 | 9,458股 | +230股+2.43% | 加仓 |
 嘉信理财SCHW |
| 1.32% | 1.56% | $396.4万 | 4.3万股 | $399.9万 | 4.3万股 | +411股+0.97% | 加仓 |
 微软MSFT |
| 1.3% | 1.44% | $389.1万 | 1.0万股 | $368.5万 | 9,954股 | +478股+4.80% | 加仓 |
 ITTITT |
| 1.29% | 1.43% | $386.3万 | 1.9万股 | $367.1万 | 1.9万股 | +271股+1.41% | 加仓 |
 NETFLIXNFLX |
| 1.04% | 1.59% | $309.8万 | 4.3万股 | $408.7万 | 4.3万股 | +879股+2.07% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.99% | 1.15% | $297.7万 | 5.9万股 | $295.7万 | 5.8万股 | +450股+0.77% | 加仓 |
 卡特彼勒CAT |
| 0.93% | 0.73% | $277.8万 | 2,609股 | $187.1万 | 2,641股 | -32股-1.21% | 减仓 |
 第一资本COF |
| 0.9% | 0.95% | $269.6万 | 1.3万股 | $243.0万 | 1.3万股 | +118股+0.89% | 加仓 |
 3M COMMMM |
| 0.83% | 0.85% | $249.4万 | 1.5万股 | $216.9万 | 1.5万股 | +464股+3.11% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.82% | 0.86% | $245.9万 | 3.5万股 | $219.6万 | 3.4万股 | +242股+0.71% | 加仓 |
 Meta平台META |
| 0.82% | 0.95% | $244.6万 | 4,342股 | $243.6万 | 4,257股 | +85股+2.00% | 加仓 |
 亚马逊AMZN |
| 0.81% | 0.78% | $241.5万 | 1.0万股 | $200.3万 | 9,617股 | +514股+5.34% | 加仓 |
 雅保ALB |
| 0.77% | 1.14% | $231.3万 | 1.7万股 | $292.7万 | 1.6万股 | +813股+5.00% | 加仓 |
| T赛默飞世尔TMO |
| 0.76% | 0.85% | $227.9万 | 4,541股 | $217.3万 | 4,416股 | +125股+2.83% | 加仓 |
 苹果AAPL |
| 0.71% | 0.72% | $213.8万 | 7,387股 | $183.9万 | 7,248股 | +139股+1.92% | 加仓 |
 Truist金融TFC |
| 0.62% | 0.66% | $186.2万 | 3.7万股 | $169.0万 | 3.7万股 | +601股+1.63% | 加仓 |
 迪士尼DIS |
| 0.6% | 0.69% | $181.0万 | 1.9万股 | $176.2万 | 1.8万股 | +379股+2.07% | 加仓 |
| R力拓BBP |
| 0.57% | 0.67% | $171.6万 | 1.8万股 | $170.7万 | 1.8万股 | +261股+1.46% | 加仓 |
 SIMMONS FIRST NATLSFNC |
| 0.52% | 0.52% | $155.1万 | 6.8万股 | $133.4万 | 6.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.52% | 0.51% | $154.3万 | 9,391股 | $130.9万 | 9,191股 | +200股+2.18% | 加仓 |
 雅培ABT |
| 0.49% | 0.62% | $146.3万 | 1.6万股 | $159.7万 | 1.6万股 | +565股+3.63% | 加仓 |
 艺康ECL |
| 0.48% | 0.53% | $144.4万 | 5,169股 | $135.2万 | 5,068股 | +101股+1.99% | 加仓 |
| I景顺交易所交易基金IIBAB |
| 0.45% | 0.54% | $134.4万 | 5.0万股 | $138.9万 | 5.2万股 | -1,441股-2.80% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.43% | 0.43% | $127.8万 | 1,707股 | $111.3万 | 1,707股 | 00.00% | 持仓不变 |
 ENERGIZERENR |
| 0.43% | 0.37% | $127.5万 | 5.9万股 | $93.7万 | 5.7万股 | +2,382股+4.17% | 加仓 |
 雪佛龙CVX |
| 0.41% | 0.59% | $122.7万 | 7,403股 | $151.1万 | 7,302股 | +101股+1.38% | 加仓 |
 马拉松石油MPC |
| 0.37% | 0.41% | $110.1万 | 4,305股 | $105.1万 | 4,305股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.35% | 0.36% | $106.0万 | 3,498股 | $92.0万 | 3,512股 | -14股-0.40% | 减仓 |
 埃克森美孚XOM |
| 0.32% | 0.47% | $97.2万 | 7,112股 | $120.1万 | 7,079股 | +33股+0.47% | 加仓 |
 康明斯CMI |
| 0.31% | 0.27% | $92.1万 | 1,292股 | $69.6万 | 1,294股 | -2股-0.15% | 减仓 |
