| SSPDR标普500 ETFSPY |
| 15.21% | 14.18% | $4,236.1万 | 5.7万股 | $3,462.9万 | 5.3万股 | +3,479股+6.53% | 加仓 |
| G通用动力VTI |
| 9.93% | 9.31% | $2,767.0万 | 7.5万股 | $2,272.7万 | 7.1万股 | +3,933股+5.55% | 加仓 |
| WWisdomTree信托DGRW |
| 8.6% | 8.7% | $2,395.0万 | 25.0万股 | $2,124.9万 | 24.2万股 | +8,560股+3.54% | 加仓 |
| V先锋领航指数基金VTV |
| 8.24% | 8.63% | $2,296.4万 | 10.5万股 | $2,107.7万 | 10.7万股 | -2,054股-1.91% | 减仓 |
| I景顺·S&PSPHQ |
| 7.82% | 6.97% | $2,179.9万 | 24.2万股 | $1,702.1万 | 22.6万股 | +1.6万股+6.88% | 加仓 |
| I景顺QQQ信托VOO |
| 5.15% | 4.46% | $1,434.5万 | 1.9万股 | $1,089.3万 | 1.9万股 | +608股+3.22% | 加仓 |
| IiShares安硕信托LQD |
| 3.84% | 5.53% | $1,069.1万 | 9.8万股 | $1,351.3万 | 12.4万股 | -2.6万股-20.94% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 3.81% | 3.74% | $1,062.7万 | 8.6万股 | $912.9万 | 2.1万股 | +6.4万股+299.72% | 加仓 |
 苹果AAPL |
| 3.5% | 3.53% | $975.3万 | 3.4万股 | $861.8万 | 3.4万股 | -251股-0.74% | 减仓 |
| PPIMCO太平洋投资管理ETFPMBS |
| 3.05% | 3.28% | $848.3万 | 17.2万股 | $801.7万 | 16.2万股 | +1.0万股+6.29% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.48% | 1.95% | $690.7万 | 3.6万股 | $477.0万 | 3.6万股 | +364股+1.01% | 加仓 |
 英伟达NVDA |
| 2.18% | 2.14% | $608.4万 | 3.0万股 | $522.0万 | 3.0万股 | +471股+1.57% | 加仓 |
| IiShares安硕信托TLH |
| 1.99% | 2.13% | $553.0万 | 5.5万股 | $519.8万 | 5.2万股 | +3,504股+6.79% | 加仓 |
 NUVEEN AMT FREE QLTY MUNNEA |
| 1.92% | 1.77% | $534.9万 | 45.6万股 | $433.1万 | 38.6万股 | +7.0万股+18.15% | 加仓 |
| S嘉信策略信托SCHD |
| 1.8% | 2.13% | $501.7万 | 15.8万股 | $520.8万 | 17.0万股 | -1.2万股-6.79% | 减仓 |
 INTERNATIONAL BANCSHARES CORIBOC |
| 1.55% | 1.61% | $432.0万 | 5.7万股 | $394.1万 | 5.9万股 | -1,677股-2.86% | 减仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 1.42% | 1.62% | $396.8万 | 7.9万股 | $396.5万 | 7.9万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.34% | 1.22% | $374.3万 | 1.0万股 | $297.1万 | 1.0万股 | +141股+1.36% | 加仓 |
| V先锋领航全球基金MGV |
| 1.32% | 1.43% | $366.7万 | 2.2万股 | $350.1万 | 2.4万股 | -1,713股-7.09% | 减仓 |
 亚马逊AMZN |
| 1.26% | 1.59% | $351.5万 | 1.5万股 | $387.7万 | 1.9万股 | -3,869股-20.78% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.25% | 1.19% | $347.9万 | 2.2万股 | $291.5万 | 2.0万股 | +2,046股+10.29% | 加仓 |
 EATON VANCE MUN BD FDEIM |
| 1.2% | 1.02% | $334.1万 | 33.5万股 | $249.5万 | 25.5万股 | +8.0万股+31.32% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 1.15% | 1.11% | $319.9万 | 5.2万股 | $270.5万 | 5.0万股 | +2,655股+5.35% | 加仓 |
| IINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFPEY |
| 1% | 1.12% | $278.7万 | 12.0万股 | $273.7万 | 12.8万股 | -7,564股-5.92% | 减仓 |
 Meta平台META |
| 0.96% | 1.11% | $267.5万 | 4,748股 | $271.4万 | 4,744股 | +4股+0.08% | 加仓 |
| S道富XLI |
| 0.65% | 0.64% | $181.0万 | 9,772股 | $155.6万 | 9,618股 | +154股+1.60% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.64% | 0.64% | $178.3万 | 4.9万股 | $156.8万 | 4.1万股 | +7,087股+17.11% | 加仓 |
 NUVEEN MUNICIPAL VALUENUV |
| 0.6% | 0.67% | $166.7万 | 18.1万股 | $162.6万 | 18.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.56% | 0.61% | $154.6万 | 2,252股 | $149.9万 | 2,509股 | -257股-10.24% | 减仓 |
 微软MSFT |
| 0.55% | 0.63% | $152.2万 | 4,079股 | $152.7万 | 4,125股 | -46股-1.12% | 减仓 |
| IISHARES CORE 10 YEAR USD BOND ETFILTB |
| 0.4% | 0.45% | $111.2万 | 2.3万股 | $110.5万 | 2.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托HDV |
| 0.38% | 0.47% | $107.0万 | 3.9万股 | $115.0万 | 8,474股 | +3.1万股+360.86% | 加仓 |
| SSPDR黄金信托GLD |
| 0.35% | 0.47% | $98.2万 | 2,666股 | $114.7万 | 2,666股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 0.34% | 0.39% | $95.8万 | 1.1万股 | $96.1万 | 1.1万股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金SKYY |
| 0.32% | 0.29% | $88.2万 | 6,554股 | $71.7万 | 6,554股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.27% | — | $74.9万 | 1股 | $0 | 0股 | +1股 | 新买入 |
 GE航空GE |
| 0.27% | 0.29% | $74.7万 | 2,000股 | $70.9万 | 2,500股 | -500股-20.00% | 减仓 |
 安桥ENB |
| 0.25% | 0.29% | $70.0万 | 1.3万股 | $69.8万 | 1.3万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.23% | 0.2% | $63.2万 | 527股 | $48.5万 | 527股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.23% | 0.31% | $63.0万 | 1,237股 | $74.8万 | 1,237股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.19% | 0.25% | $53.3万 | 3,933股 | $61.1万 | 3,933股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.18% | 0.25% | $50.9万 | 1.2万股 | $60.3万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·7-10YRIEF |
| 0.17% | 0.2% | $48.6万 | 5,140股 | $49.1万 | 5,140股 | 00.00% | 持仓不变 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.17% | 0.1% | $46.5万 | 726股 | $23.9万 | 726股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.16% | 0.16% | $45.6万 | 5,292股 | $38.5万 | 882股 | +4,410股+500.00% | 加仓 |
 星座品牌STZ |
| 0.16% | 0.2% | $45.2万 | 3,250股 | $48.8万 | 3,250股 | 00.00% | 持仓不变 |
 NUVEEN TAXABLE MUNICPAL INMNBB |
| 0.16% | 0.18% | $44.9万 | 2.8万股 | $44.6万 | 2.8万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.13% | 0.15% | $36.7万 | 1,726股 | $37.0万 | 1,929股 | -203股-10.52% | 减仓 |
| V先锋领航全球基金VGT |
| 0.12% | 0.1% | $33.8万 | 2,827股 | $24.7万 | 354股 | +2,473股+698.59% | 加仓 |
| SSPDR道富系列信托XOP |
| 0.12% | 0.16% | $32.4万 | 2,100股 | $38.2万 | 2,100股 | 00.00% | 持仓不变 |
