 苹果AAPL |
| 7.68% | 7.75% | $2,210.8万 | 7.6万股 | $1,959.0万 | 7.7万股 | -786股-1.02% | 减仓 |
| SSPDR行业精选信托XLK |
| 4.92% | 3.78% | $1,416.1万 | 7.4万股 | $954.1万 | 7.2万股 | +2,542股+3.54% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 4.59% | 4.41% | $1,321.4万 | 28.7万股 | $1,113.2万 | 24.2万股 | +4.5万股+18.76% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 3.43% | 3.86% | $988.2万 | 13.2万股 | $974.1万 | 13.3万股 | -1,258股-0.94% | 减仓 |
| SSPDR道富系列信托BILS |
| 2.68% | 3.48% | $772.4万 | 7.8万股 | $878.9万 | 8.8万股 | -1.1万股-12.07% | 减仓 |
 摩根大通JPM |
| 2.45% | 2.53% | $704.3万 | 2.2万股 | $637.9万 | 2.2万股 | -169股-0.78% | 减仓 |
| PProShares信托NOBL |
| 2.37% | 2.5% | $681.8万 | 12.1万股 | $631.9万 | 6.0万股 | +6.2万股+103.67% | 加仓 |
 黑石集团BX |
| 2.21% | 2.38% | $636.5万 | 5.4万股 | $602.2万 | 5.2万股 | +1,723股+3.29% | 加仓 |
 谷歌AGOOGL |
| 2.1% | 1.96% | $603.3万 | 1.7万股 | $494.7万 | 1.7万股 | -323股-1.88% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 2.04% | 2.07% | $587.0万 | 10.4万股 | $521.9万 | 9.2万股 | +1.2万股+12.89% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.97% | 1.96% | $566.8万 | 2.7万股 | $494.6万 | 2.6万股 | +869股+3.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.88% | 1.77% | $541.6万 | 1.5万股 | $448.0万 | 1.6万股 | -291股-1.86% | 减仓 |
| G通用动力VTI |
| 1.78% | 1.76% | $513.1万 | 1.4万股 | $445.0万 | 1.4万股 | -3股-0.02% | 减仓 |
 微软MSFT |
| 1.69% | 1.91% | $486.7万 | 1.3万股 | $483.0万 | 1.3万股 | -1股-0.01% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 1.56% | — | $449.2万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
| B贝莱德·ETF TRUST IIBINC |
| 1.54% | 1.56% | $442.3万 | 8.4万股 | $393.4万 | 7.6万股 | +8,745股+11.54% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.47% | 1.96% | $424.0万 | 5.1万股 | $494.2万 | 6.0万股 | -8,415股-14.09% | 减仓 |
 亚马逊AMZN |
| 1.39% | 1.37% | $398.7万 | 1.7万股 | $346.3万 | 1.7万股 | +98股+0.59% | 加仓 |
| V先锋领航全球基金VPU |
| 1.23% | 1.36% | $353.1万 | 1.8万股 | $342.9万 | 1.7万股 | +733股+4.24% | 加仓 |
| KKKR & COMKKR |
| 1.22% | 1.36% | $351.8万 | 3.8万股 | $343.7万 | 3.7万股 | +1,179股+3.17% | 加仓 |
 高盛GS |
| 1.14% | 1.09% | $327.6万 | 3,239股 | $274.2万 | 3,242股 | -3股-0.09% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.12% | 0.94% | $322.3万 | 6,440股 | $238.7万 | 4,982股 | +1,458股+29.27% | 加仓 |
 WELLTOWER COMWELL |
| 1.1% | 1.09% | $316.9万 | 1.4万股 | $275.3万 | 1.4万股 | +37股+0.27% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.07% | 1.05% | $308.1万 | 4,125股 | $264.3万 | 4,064股 | +61股+1.50% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.06% | 0.99% | $305.2万 | 6.0万股 | $250.7万 | 5.0万股 | +1.0万股+20.05% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.06% | 1.07% | $303.7万 | 1.2万股 | $271.1万 | 1.2万股 | +20股+0.16% | 加仓 |
| V先锋领航全球基金VFH |
| 0.98% | 1.03% | $282.3万 | 2.1万股 | $259.0万 | 2.1万股 | +14股+0.07% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.97% | 1.03% | $279.3万 | 9,342股 | $259.8万 | 9,540股 | -198股-2.08% | 减仓 |
| IIBMIBM |
| 0.92% | 0.91% | $265.1万 | 9,425股 | $230.7万 | 9,517股 | -92股-0.97% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.91% | 0.98% | $262.5万 | 2.2万股 | $248.6万 | 2.2万股 | -120股-0.54% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.9% | 0.97% | $259.2万 | 1.6万股 | $244.7万 | 1.7万股 | -118股-0.71% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.89% | 0.54% | $256.9万 | 4,008股 | $135.2万 | 4,115股 | -107股-2.60% | 减仓 |
| SSSGA ACTIVE TRALLW |
| 0.86% | 0.92% | $248.7万 | 8.5万股 | $233.5万 | 8.1万股 | +4,036股+4.99% | 加仓 |
| WWEDBUSH SER TRIVES |
| 0.86% | 0.64% | $246.2万 | 6.5万股 | $161.0万 | 5.7万股 | +7,856股+13.84% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.81% | 0.79% | $233.0万 | 2.2万股 | $199.4万 | 2.2万股 | -175股-0.80% | 减仓 |
 英伟达NVDA |
| 0.8% | 0.79% | $231.5万 | 1.2万股 | $199.5万 | 1.1万股 | +128股+1.12% | 加仓 |
| SSPDR黄金信托GLD |
| 0.76% | 0.97% | $218.4万 | 5,929股 | $244.6万 | 5,684股 | +245股+4.31% | 加仓 |
 强生JNJ |
| 0.75% | 0.82% | $215.3万 | 8,477股 | $207.2万 | 8,475股 | +2股+0.02% | 加仓 |
| IInvesco Capital Management LLC Water Resources EtfPHO |
| 0.71% | 0.79% | $204.3万 | 3.0万股 | $198.3万 | 3.0万股 | -87股-0.29% | 减仓 |
| V先锋领航全球基金VDE |
| 0.67% | 0.91% | $193.7万 | 1.3万股 | $229.5万 | 1.3万股 | -362股-2.73% | 减仓 |
| GGlobal X基金PAVE |
| 0.66% | 0.66% | $189.1万 | 3.2万股 | $166.0万 | 3.3万股 | -576股-1.76% | 减仓 |
 VanEck ETF信托SMH |
| 0.64% | 0.41% | $184.4万 | 2,811股 | $102.7万 | 2,678股 | +133股+4.97% | 加仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 0.63% | 0.67% | $182.2万 | 7.1万股 | $169.8万 | 6.7万股 | +3,909股+5.86% | 加仓 |
| PPUTNAM ETF TR FRANKLIN MASS MUNI INCOME ETFFTMA |
| 0.63% | 0.71% | $182.1万 | 20.0万股 | $178.9万 | 20.0万股 | 00.00% | 持仓不变 |
| F第一信托·USTCIBR |
| 0.63% | 0.51% | $180.6万 | 2.0万股 | $129.4万 | 2.1万股 | -556股-2.69% | 减仓 |
 礼来LLY |
| 0.62% | 0.52% | $179.6万 | 1,497股 | $130.9万 | 1,423股 | +74股+5.20% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.59% | 0.68% | $169.8万 | 3.3万股 | $171.0万 | 3.4万股 | -290股-0.86% | 减仓 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 0.56% | 0.63% | $160.7万 | 1.4万股 | $160.2万 | 1.2万股 | +1,831股+15.23% | 加仓 |
| G高盛ETF信托GSEW |
| 0.55% | 0.56% | $158.6万 | 1.7万股 | $142.1万 | 1.7万股 | +10股+0.06% | 加仓 |
 应用材料AMAT |
| 0.54% | 0.29% | $154.6万 | 2,138股 | $73.1万 | 2,138股 | 00.00% | 持仓不变 |
