| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 25.78% | 25.72% | $5,114.7万 | 175.6万股 | $5,130.2万 | 176.1万股 | -5,321股-0.30% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 20.93% | 20.91% | $4,153.7万 | 136.2万股 | $4,170.1万 | 136.7万股 | -5,377股-0.39% | 减仓 |
| I景顺QQQ信托VOO |
| 16.59% | 16.57% | $3,291.6万 | 5.7万股 | $3,304.5万 | 5.7万股 | -224股-0.39% | 减仓 |
| S道富SPYV |
| 8.82% | 8.82% | $1,750.2万 | 30.9万股 | $1,759.0万 | 31.1万股 | -1,559股-0.50% | 减仓 |
| V先锋领航指数基金VV |
| 8.51% | 8.54% | $1,689.3万 | 5.7万股 | $1,703.5万 | 5.7万股 | -474股-0.83% | 减仓 |
 强生JNJ |
| 2.46% | 2.45% | $488.7万 | 2.0万股 | $488.7万 | 2.0万股 | -1股-0.01% | 减仓 |
| GGLACIER BANCORP NEWGBCI |
| 1.96% | 1.95% | $389.4万 | 8.7万股 | $389.4万 | 8.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.76% | 1.75% | $349.4万 | 1.4万股 | $349.5万 | 1.4万股 | -1股-0.01% | 减仓 |
 微软MSFT |
| 1.44% | 1.45% | $286.4万 | 7,736股 | $289.5万 | 7,820股 | -84股-1.07% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.86% | 0.86% | $171.5万 | 5.1万股 | $171.5万 | 5.1万股 | -1股-0.00% | 减仓 |
 亚马逊AMZN |
| 0.82% | 0.84% | $162.5万 | 7,802股 | $168.4万 | 8,088股 | -286股-3.54% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.75% | 0.75% | $149.8万 | 3,234股 | $149.8万 | 3,234股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.64% | 0.63% | $126.5万 | 7,253股 | $126.5万 | 7,253股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.61% | 0.61% | $121.2万 | 1,215股 | $121.2万 | 1,216股 | -1股-0.08% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.58% | 0.58% | $115.2万 | 4,017股 | $115.2万 | 4,017股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.49% | 0.49% | $97.1万 | 1,625股 | $97.2万 | 1,627股 | -2股-0.12% | 减仓 |
 美光科技MU |
| 0.41% | 0.12% | $81.0万 | 702股 | $23.7万 | 702股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.4% | 0.4% | $79.1万 | 3,822股 | $79.1万 | 3,822股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.39% | 0.39% | $77.4万 | 2.5万股 | $77.4万 | 2.5万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.37% | 0.37% | $74.1万 | 2,308股 | $74.1万 | 2,309股 | -1股-0.04% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.37% | 0.37% | $73.1万 | 2.9万股 | $73.1万 | 2.9万股 | -7股-0.02% | 减仓 |
 埃克森美孚XOM |
| 0.35% | 0.35% | $70.1万 | 4,131股 | $70.1万 | 4,132股 | -1股-0.02% | 减仓 |
 AON SHS CL AAON |
| 0.27% | 0.27% | $54.5万 | 1,688股 | $54.5万 | 1,688股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.27% | 0.27% | $53.7万 | 7,148股 | $53.7万 | 7,148股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.25% | 0.25% | $49.3万 | 1,715股 | $49.3万 | 1,715股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.21% | 0.21% | $42.5万 | 4,788股 | $42.5万 | 4,788股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.21% | 0.21% | $41.3万 | 1,404股 | $41.3万 | 1,404股 | 00.00% | 持仓不变 |
| SSPROTT ASSET MANAGEMENTCEF |
| 0.2% | 0.2% | $40.0万 | 8,380股 | $40.0万 | 8,380股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.2% | 0.2% | $39.8万 | 4,447股 | $39.8万 | 4,447股 | 00.00% | 持仓不变 |
 波音BA |
| 0.2% | 0.2% | $39.6万 | 1,992股 | $39.6万 | 1,992股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.2% | 0.19% | $38.7万 | 1,010股 | $38.7万 | 1,010股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.19% | 0.19% | $38.4万 | 670股 | $38.4万 | 671股 | -1股-0.15% | 减仓 |
 艾伯维ABBV |
| 0.18% | 0.18% | $36.4万 | 1,672股 | $36.4万 | 1,673股 | -1股-0.06% | 减仓 |
 康明斯CMI |
| 0.17% | 0.17% | $32.9万 | 612股 | $32.9万 | 612股 | 00.00% | 持仓不变 |
| IiShares安硕信托IMCG |
| 0.15% | 0.15% | $30.6万 | 3,880股 | $30.6万 | 3,880股 | 00.00% | 持仓不变 |
 VisaV |
| 0.15% | 0.15% | $30.3万 | 1,003股 | $30.3万 | 1,003股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.15% | 0.14% | $28.9万 | 3,744股 | $28.9万 | 3,744股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.15% | 0.14% | $28.8万 | 406股 | $28.8万 | 406股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.14% | 0.14% | $28.3万 | 7,488股 | $28.3万 | 7,488股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.14% | 0.14% | $28.2万 | 1,162股 | $28.2万 | 1,162股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.39% | $28.0万 | 585股 | $78.5万 | 1,638股 | -1,053股-64.29% | 减仓 |
| SSPDR黄金信托GLD |
| 0.13% | 0.13% | $26.3万 | 612股 | $26.3万 | 612股 | 00.00% | 持仓不变 |
 康菲石油COP |
| 0.13% | 0.13% | $26.1万 | 1,977股 | $26.1万 | 1,978股 | -1股-0.05% | 减仓 |
 阿斯麦ASML |
| 0.13% | 0.13% | $25.4万 | 192股 | $25.4万 | 192股 | 00.00% | 持仓不变 |
| IiShares安硕信托USXF |
| 0.12% | 0.12% | $24.6万 | 4,455股 | $24.6万 | 4,455股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.12% | 0.12% | $24.6万 | 3,084股 | $24.6万 | 3,084股 | 00.00% | 持仓不变 |
| WWisdomTree信托DLN |
| 0.12% | 0.12% | $24.2万 | 2,714股 | $24.2万 | 2,714股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.12% | 0.12% | $24.2万 | 1,696股 | $24.2万 | 1,696股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.12% | 0.12% | $23.0万 | 849股 | $23.0万 | 850股 | -1股-0.12% | 减仓 |
 礼来LLY |
| 0.11% | 0.11% | $21.9万 | 238股 | $21.9万 | 238股 | 00.00% | 持仓不变 |
