| IiShares安硕信托IVV |
| 10.36% | 10.68% | $1,498.2万 | 2.0万股 | $1,321.3万 | 2.0万股 | -75股-0.37% | 减仓 |
| IiShares安硕信托IWV |
| 8.19% | 8.47% | $1,183.6万 | 2.8万股 | $1,048.1万 | 2.8万股 | -320股-1.14% | 减仓 |
| I景顺QQQ信托VOO |
| 5.82% | — | $841.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 BROADSTONE NET LEASEBNL |
| 3.62% | 3.68% | $523.7万 | 25.3万股 | $455.7万 | 25.0万股 | +3,394股+1.36% | 加仓 |
| IiShares安硕·COREIJR |
| 3.47% | 3.45% | $501.9万 | 3.4万股 | $427.1万 | 3.4万股 | -311股-0.91% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.9% | 2.98% | $419.1万 | 1.8万股 | $368.9万 | 1.7万股 | +623股+3.65% | 加仓 |
| S道富SPMD |
| 2.83% | 2.92% | $409.5万 | 6.1万股 | $361.4万 | 6.1万股 | -33股-0.05% | 减仓 |
| PPacer基金信托COWZ |
| 2.74% | 3.13% | $396.4万 | 6.4万股 | $386.8万 | 6.2万股 | +1,821股+2.94% | 加仓 |
| IiShares安硕信托USRT |
| 2.42% | 2.53% | $350.2万 | 5.3万股 | $312.9万 | 5.3万股 | -69股-0.13% | 减仓 |
| IiShares安硕信托PFF |
| 2.01% | 2.29% | $290.6万 | 9.5万股 | $283.7万 | 9.4万股 | +1,668股+1.78% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.95% | 2.09% | $281.8万 | 3.4万股 | $258.9万 | 3.4万股 | -370股-1.09% | 减仓 |
 ExelixisEXEL |
| 1.9% | 1.99% | $274.2万 | 5.0万股 | $246.6万 | 5.7万股 | -6,400股-11.27% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.74% | 1.79% | $251.9万 | 1.7万股 | $221.6万 | 1.7万股 | +53股+0.31% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.73% | 2.34% | $250.6万 | 5,008股 | $289.6万 | 6,048股 | -1,040股-17.20% | 减仓 |
| AARK·ETF TRARKK |
| 1.7% | 1.66% | $245.2万 | 3.0万股 | $205.4万 | 3.0万股 | +545股+1.83% | 加仓 |
| IiShares安硕信托DGRO |
| 1.64% | 1.74% | $237.6万 | 3.1万股 | $215.6万 | 3.1万股 | +703股+2.29% | 加仓 |
| IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB |
| 1.59% | 0.76% | $229.3万 | 1.4万股 | $94.0万 | 7,355股 | +6,254股+85.03% | 加仓 |
 康宁GLW |
| 1.58% | 1.02% | $228.4万 | 8,943股 | $126.3万 | 9,088股 | -145股-1.60% | 减仓 |
| IiShares安硕信托IWY |
| 1.53% | 1.58% | $221.2万 | 7,613股 | $195.6万 | 7,793股 | -180股-2.31% | 减仓 |
 微软MSFT |
| 1.24% | 1.27% | $178.7万 | 4,790股 | $156.8万 | 4,215股 | +575股+13.64% | 加仓 |
 苹果AAPL |
| 1.21% | 1.23% | $174.7万 | 6,037股 | $152.7万 | 6,009股 | +28股+0.47% | 加仓 |
 英伟达NVDA |
| 1.19% | 1.2% | $172.7万 | 8,632股 | $148.1万 | 8,405股 | +227股+2.70% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.19% | 1.28% | $172.1万 | 3.0万股 | $158.4万 | 2.8万股 | +2,385股+8.49% | 加仓 |
| PPACER FDS TR US LRG CP CASHCOWG |
| 1.15% | 1.15% | $166.9万 | 4.2万股 | $142.7万 | 4.2万股 | -400股-0.95% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.13% | 1.63% | $163.3万 | 9,738股 | $201.8万 | 9,738股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 1% | 0.98% | $144.1万 | 5,125股 | $121.2万 | 4,995股 | +130股+2.60% | 加仓 |
 OMEGA HEALTHCARE INVSOHI |
| 0.95% | 0.93% | $136.8万 | 2.9万股 | $114.9万 | 2.6万股 | +2,431股+9.26% | 加仓 |
| V先锋领航指数基金VB |
| 0.9% | 0.86% | $129.6万 | 4,276股 | $106.4万 | 4,036股 | +240股+5.95% | 加仓 |
| CCODEXIS INC COMCDXS |
| 0.88% | 0.79% | $127.3万 | 56.3万股 | $97.5万 | 57.1万股 | -8,000股-1.40% | 减仓 |
 埃克森美孚XOM |
| 0.86% | 1.22% | $123.8万 | 9,052股 | $150.4万 | 9,047股 | +5股+0.06% | 加仓 |
 思科CSCO |
| 0.78% | 0.61% | $112.3万 | 9,563股 | $75.4万 | 9,602股 | -39股-0.41% | 减仓 |
 ASURE SOFTWAREASUR |
| 0.76% | 0.96% | $110.3万 | 13.9万股 | $119.0万 | 13.9万股 | 00.00% | 持仓不变 |
 KAYNE ANDERSON ENERGY INFRSTKYN |
| 0.75% | 0.85% | $108.6万 | 7.9万股 | $105.0万 | 7.4万股 | +4,151股+5.58% | 加仓 |
 PAYCHEX COMPAYX |
| 0.72% | 0.8% | $103.5万 | 1.1万股 | $98.6万 | 1.1万股 | -285股-2.64% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.71% | 0.84% | $102.5万 | 2.3万股 | $103.9万 | 2.3万股 | -250股-1.10% | 减仓 |
 ANNALY CAPITAL MANAGEMENT COM NEWNLY |
| 0.64% | 0.63% | $92.1万 | 4.1万股 | $77.6万 | 3.7万股 | +4,575股+12.50% | 加仓 |
| AARK·ETF TRARKG |
| 0.63% | 0.49% | $91.7万 | 2.2万股 | $60.4万 | 2.2万股 | -320股-1.45% | 减仓 |
| SSPDR黄金信托GLD |
| 0.63% | 0.85% | $91.1万 | 2,472股 | $105.5万 | 2,422股 | +50股+2.06% | 加仓 |
 UNITED BANCORP INC OHIOUBCP |
| 0.61% | 0.53% | $88.4万 | 5.6万股 | $65.7万 | 4.3万股 | +1.3万股+28.95% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.57% | $82.5万 | 3,460股 | $70.2万 | 3,335股 | +125股+3.75% | 加仓 |
| IiShares安硕信托USMV |
| 0.54% | 0.59% | $77.5万 | 8,038股 | $73.1万 | 7,888股 | +150股+1.90% | 加仓 |
 辉瑞PFE |
| 0.51% | 0.7% | $73.5万 | 3.1万股 | $86.4万 | 3.1万股 | +1股+0.00% | 加仓 |
| WWisdomTree信托DLN |
| 0.47% | 0.53% | $68.2万 | 7,085股 | $65.1万 | 7,265股 | -180股-2.48% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.43% | 0.46% | $62.8万 | 1.2万股 | $57.1万 | 1.2万股 | +2股+0.02% | 加仓 |
 GE VernovaGEV |
| 0.42% | 0.38% | $61.2万 | 521股 | $47.0万 | 524股 | -3股-0.57% | 减仓 |
| V先锋领航·TOTALBND |
| 0.42% | 0.37% | $60.8万 | 8,286股 | $45.3万 | 6,167股 | +2,119股+34.36% | 加仓 |
| SSIREN ETF TR |
| 0.42% | 0.42% | $60.2万 | 6,565股 | $52.0万 | 6,715股 | -150股-2.23% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.39% | — | $55.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 特斯拉TSLA |
| 0.38% | 0.39% | $55.2万 | 1,313股 | $47.7万 | 1,270股 | +43股+3.39% | 加仓 |
 GE航空GE |
| 0.38% | 0.35% | $54.9万 | 1,468股 | $43.1万 | 1,480股 | -12股-0.81% | 减仓 |
