 博通AVGO |
| 5.05% | 5.53% | $1,462.5万 | 3.9万股 | $1,272.6万 | 4.1万股 | -2,400股-5.84% | 减仓 |
 微软MSFT |
| 3.05% | 3.59% | $883.9万 | 2.4万股 | $824.6万 | 2.2万股 | +1,418股+6.37% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.7% | — | $783.8万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
| IiShares安硕信托IVV |
| 2.36% | 2.55% | $682.8万 | 9,117股 | $586.1万 | 8,973股 | +144股+1.60% | 加仓 |
 TJXTJX |
| 2.27% | 3.08% | $658.4万 | 4.3万股 | $707.8万 | 4.4万股 | -861股-1.94% | 减仓 |
 谷歌AGOOGL |
| 2.25% | 2.46% | $653.4万 | 1.8万股 | $566.3万 | 2.0万股 | -1,410股-7.16% | 减仓 |
 TRAVELERS COSTRV |
| 2.07% | 2.52% | $598.5万 | 1.8万股 | $579.7万 | 2.0万股 | -1,746股-8.78% | 减仓 |
 万事达MA |
| 1.92% | 2.36% | $555.2万 | 1.1万股 | $543.3万 | 1.1万股 | -63股-0.58% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.91% | 1.98% | $553.1万 | 1.6万股 | $454.9万 | 1.6万股 | -204股-1.29% | 减仓 |
 PALO ALTOPANW |
| 1.87% | 1.24% | $542.3万 | 1.6万股 | $286.2万 | 1.8万股 | -1,953股-10.94% | 减仓 |
 阿格尼科鹰矿AEM |
| 1.78% | 2.96% | $516.3万 | 3.3万股 | $680.2万 | 3.4万股 | -229股-0.68% | 减仓 |
 摩根大通JPM |
| 1.77% | 1.94% | $511.6万 | 1.6万股 | $445.4万 | 1.5万股 | +488股+3.22% | 加仓 |
 汽车地带AZO |
| 1.73% | 2.45% | $502.7万 | 1,573股 | $563.1万 | 1,667股 | -94股-5.64% | 减仓 |
 好市多COST |
| 1.72% | 2.39% | $497.9万 | 5,322股 | $548.9万 | 5,509股 | -187股-3.39% | 减仓 |
 雷神技术RTX |
| 1.71% | 2.3% | $496.5万 | 2.6万股 | $530.0万 | 2.7万股 | -1,306股-4.75% | 减仓 |
| IiShares安硕·COREIJH |
| 1.71% | 2.04% | $494.4万 | 6.4万股 | $469.9万 | 7.0万股 | -5,472股-7.86% | 减仓 |
| IiShares安硕信托AGG |
| 1.69% | — | $489.7万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.66% | 0.96% | $480.3万 | 1.1万股 | $221.7万 | 1.4万股 | -2,377股-17.60% | 减仓 |
| MMORGAN STANLEY ETF TRUSTEVLN |
| 1.6% | — | $464.3万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
| SSPDR道富指数基金SPDW |
| 1.56% | — | $452.9万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| IiShares安硕信托GJS |
| 1.53% | — | $443.7万 | 19.5万股 | $0 | 0股 | +19.5万股 | 新买入 |
| PPUTNAM ETF TR FRANKLIN MASS MUNI INCOME ETFFTMA |
| 1.52% | — | $439.1万 | 48.1万股 | $0 | 0股 | +48.1万股 | 新买入 |
 苹果AAPL |
| 1.47% | 1.62% | $427.0万 | 1.5万股 | $372.1万 | 1.5万股 | +93股+0.63% | 加仓 |
| T赛默飞世尔TMO |
| 1.39% | 1.78% | $403.0万 | 8,039股 | $409.7万 | 8,336股 | -297股-3.56% | 减仓 |
 宝洁PG |
| 1.36% | 1.67% | $393.0万 | 2.7万股 | $384.6万 | 2.7万股 | +171股+0.64% | 加仓 |
 VertivVRT |
| 1.27% | 1.36% | $369.2万 | 1.1万股 | $312.7万 | 1.2万股 | -1,453股-11.64% | 减仓 |
 雪佛龙CVX |
| 1.26% | 2% | $364.5万 | 2.2万股 | $460.1万 | 2.2万股 | -248股-1.12% | 减仓 |
| IiShares安硕信托GVI |
| 1.24% | — | $360.0万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 亚马逊AMZN |
| 1.23% | 1.28% | $357.6万 | 1.5万股 | $293.8万 | 1.4万股 | +898股+6.37% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.19% | — | $344.6万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 恩智浦NXPI |
| 1.07% | 0.97% | $310.7万 | 1.1万股 | $223.3万 | 1.1万股 | -290股-2.56% | 减仓 |
 福泰制药VRTX |
| 1.07% | 1.3% | $310.4万 | 6,249股 | $298.2万 | 6,679股 | -430股-6.44% | 减仓 |
 伊顿ETN |
| 1.05% | 1.15% | $302.9万 | 7,109股 | $265.6万 | 7,425股 | -316股-4.26% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.04% | — | $300.1万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.95% | 1.41% | $276.4万 | 2.7万股 | $325.4万 | 3.4万股 | -6,889股-20.56% | 减仓 |
 礼来LLY |
| 0.93% | 0.81% | $270.5万 | 2,255股 | $185.2万 | 2,014股 | +241股+11.97% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.82% | 1.02% | $237.7万 | 2.3万股 | $234.1万 | 3.0万股 | -6,527股-21.93% | 减仓 |
 Meta平台META |
| 0.81% | 1.15% | $234.6万 | 4,164股 | $265.3万 | 4,637股 | -473股-10.20% | 减仓 |
| V先锋领航指数基金VB |
| 0.81% | 0.99% | $233.5万 | 7,702股 | $228.6万 | 8,729股 | -1,027股-11.77% | 减仓 |
| V先锋领航指数基金VOO |
| 0.8% | 0.9% | $231.7万 | 3,373股 | $206.5万 | 3,455股 | -82股-2.37% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.79% | — | $229.8万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 英伟达NVDA |
| 0.78% | 0.83% | $225.5万 | 1.1万股 | $190.7万 | 1.1万股 | +335股+3.06% | 加仓 |
 GE VernovaGEV |
| 0.77% | 0.83% | $224.2万 | 1,908股 | $190.2万 | 2,179股 | -271股-12.44% | 减仓 |
 阿斯利康AZN |
| 0.76% | — | $218.9万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| IiShares白银信托SLV |
| 0.72% | 1.16% | $209.9万 | 3.9万股 | $267.4万 | 3.9万股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 0.71% | 0.81% | $206.8万 | 4,210股 | $186.9万 | 4,485股 | -275股-6.13% | 减仓 |
| N新纪元能源NEE |
| 0.71% | 0.96% | $205.8万 | 2.3万股 | $220.7万 | 2.4万股 | -312股-1.31% | 减仓 |
 艾伯维ABBV |
| 0.67% | 0.74% | $193.7万 | 7,697股 | $169.1万 | 7,775股 | -78股-1.00% | 减仓 |
 美国运通AXP |
| 0.67% | 0.79% | $193.2万 | 5,712股 | $182.3万 | 6,027股 | -315股-5.23% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.6% | 0.69% | $173.5万 | 8,153股 | $159.6万 | 8,315股 | -162股-1.95% | 减仓 |
