| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 33.14% | 31.62% | $4,568.4万 | 157.7万股 | $3,949.9万 | 157.4万股 | +3,836股+0.24% | 加仓 |
| S嘉信策略信托SCHD |
| 7.35% | 7.65% | $1,013.9万 | 32.0万股 | $956.1万 | 31.2万股 | +8,112股+2.60% | 加仓 |
| S道富SPTI |
| 7% | 7.69% | $965.7万 | 34.0万股 | $960.1万 | 33.5万股 | +5,143股+1.54% | 加仓 |
| SSPDR道富系列信托SPTL |
| 6.7% | 7.4% | $923.3万 | 35.2万股 | $924.6万 | 35.2万股 | +438股+0.12% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 6.54% | 7.14% | $901.6万 | 36.2万股 | $891.6万 | 36.0万股 | +2,434股+0.68% | 加仓 |
| HHARRIS OAKMARK ETF TRUSTOAKI |
| 6.38% | 6.51% | $879.6万 | 34.2万股 | $813.9万 | 33.8万股 | +3,085股+0.91% | 加仓 |
| HHARRIS OAKMARK ETF TRUSTOAKM |
| 6.23% | 6.51% | $859.1万 | 30.5万股 | $813.8万 | 29.5万股 | +9,754股+3.30% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 5.83% | 4.99% | $804.0万 | 2.7万股 | $623.1万 | 2.6万股 | +315股+1.20% | 加仓 |
| V先锋领航指数基金VOO |
| 3.04% | 2.63% | $418.5万 | 5,683股 | $328.4万 | 5,690股 | -7股-0.12% | 减仓 |
| SSPDR行业精选信托XLF |
| 2.08% | 2.13% | $287.1万 | 5.4万股 | $266.4万 | 5.4万股 | -398股-0.74% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.97% | 2.26% | $272.2万 | 3.3万股 | $282.4万 | 3.4万股 | -1,189股-3.48% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 1.41% | 1.29% | $194.9万 | 2.4万股 | $160.5万 | 2.4万股 | +536股+2.28% | 加仓 |
 波音BA |
| 0.92% | 0.92% | $127.0万 | 5,868股 | $114.8万 | 5,768股 | +100股+1.73% | 加仓 |
 亚马逊AMZN |
| 0.73% | 0.69% | $100.5万 | 4,218股 | $85.8万 | 4,118股 | +100股+2.43% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.65% | 0.73% | $89.9万 | 9,747股 | $90.6万 | 9,816股 | -69股-0.70% | 减仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.65% | 0.62% | $89.4万 | 1.2万股 | $77.5万 | 1.2万股 | +41股+0.34% | 加仓 |
 埃克森美孚XOM |
| 0.57% | 0.77% | $78.5万 | 5,745股 | $96.0万 | 5,657股 | +88股+1.56% | 加仓 |
 AMD超威AMD |
| 0.56% | 0.22% | $77.6万 | 1,335股 | $27.2万 | 1,335股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.54% | 0.52% | $75.0万 | 1,783股 | $65.2万 | 1,754股 | +29股+1.65% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.5% | 0.2% | $69.3万 | 1,960股 | $25.2万 | 880股 | +1,080股+122.73% | 加仓 |
| IINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFPID |
| 0.48% | 0.53% | $65.5万 | 3.0万股 | $65.9万 | 3.0万股 | -111股-0.37% | 减仓 |
 英伟达NVDA |
| 0.47% | 0.45% | $64.6万 | 3,228股 | $56.2万 | 3,224股 | +4股+0.12% | 加仓 |
| PProShares信托QLD |
| 0.44% | 0.36% | $60.9万 | 6,293股 | $44.7万 | 7,327股 | -1,034股-14.11% | 减仓 |
| F第一信托·USTFVD |
| 0.43% | 0.47% | $59.9万 | 1.2万股 | $58.4万 | 1.2万股 | +15股+0.12% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.43% | 0.47% | $58.9万 | 2.5万股 | $59.0万 | 2.5万股 | +50股+0.20% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.41% | 0.44% | $57.1万 | 7,618股 | $55.4万 | 7,579股 | +39股+0.51% | 加仓 |
 CrowdStrikeCRWD |
| 0.4% | 0.23% | $55.8万 | 731股 | $28.5万 | 731股 | 00.00% | 持仓不变 |
 VALERO ENERGY COMVLO |
| 0.4% | 0.42% | $54.7万 | 2,100股 | $51.9万 | 2,100股 | 00.00% | 持仓不变 |
 UNITED BANCORP INC OHIOUBCP |
| 0.38% | 0.41% | $53.0万 | 3.3万股 | $50.8万 | 3.3万股 | +15股+0.04% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.32% | 0.18% | $44.2万 | 689股 | $22.6万 | 689股 | 00.00% | 持仓不变 |
| BBITWISE BITCOIN ETF TRBITB |
| 0.32% | 0.25% | $43.8万 | 1.4万股 | $30.9万 | 8,387股 | +5,350股+63.79% | 加仓 |
 礼来LLY |
| 0.32% | 0.27% | $43.7万 | 364股 | $33.4万 | 363股 | +1股+0.28% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.28% | 0.21% | $38.5万 | 2,023股 | $26.9万 | 2,021股 | +2股+0.10% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 0.27% | 0.3% | $37.8万 | 8,062股 | $37.4万 | 7,985股 | +77股+0.96% | 加仓 |
 雪佛龙CVX |
| 0.27% | 0.37% | $36.8万 | 2,218股 | $45.9万 | 2,218股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.25% | 0.25% | $35.1万 | 672股 | $31.1万 | 672股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.25% | 0.27% | $34.3万 | 920股 | $33.9万 | 917股 | +3股+0.33% | 加仓 |
 NETFLIXNFLX |
| 0.25% | 0.37% | $34.2万 | 4,787股 | $46.6万 | 4,850股 | -63股-1.30% | 减仓 |
 WESBANCOWSBC |
| 0.23% | 0.37% | $32.3万 | 8,268股 | $46.5万 | 1.3万股 | -5,213股-38.67% | 减仓 |
| S嘉信·USSCHA |
| 0.2% | 0.18% | $27.1万 | 7,504股 | $22.8万 | 7,833股 | -329股-4.20% | 减仓 |
 VIATRISVTRS |
| 0.19% | 0.18% | $26.6万 | 1.7万股 | $22.5万 | 1.7万股 | +119股+0.72% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.19% | 0.18% | $26.0万 | 1,657股 | $22.9万 | 1,657股 | 00.00% | 持仓不变 |
| EEON RESOURCES INCEONR |
| 0.01% | 0.01% | $8,830 | 2.0万股 | $1.7万 | 2.0万股 | 00.00% | 持仓不变 |
