| IiShares安硕信托IVV |
| 46.3% | 47.75% | $1.32亿 | 21.2万股 | $1.26亿 | 22.5万股 | -1.3万股-5.66% | 减仓 |
| IiShares安硕·COREIJH |
| 7.62% | 7.79% | $2,165.4万 | 34.9万股 | $2,059.8万 | 35.3万股 | -3,864股-1.09% | 减仓 |
| IiShares安硕·COREIJR |
| 6.31% | 9.05% | $1,793.4万 | 16.4万股 | $2,392.2万 | 22.9万股 | -6.5万股-28.27% | 减仓 |
 宝洁PG |
| 3.79% | 4.3% | $1,076.4万 | 6.8万股 | $1,137.2万 | 6.7万股 | +831股+1.25% | 加仓 |
 苹果AAPL |
| 1.61% | 1.84% | $457.1万 | 2.2万股 | $487.5万 | 2.2万股 | +332股+1.51% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.21% | 1.11% | $344.1万 | 8,105股 | $292.5万 | 8,099股 | +6股+0.07% | 加仓 |
 微软MSFT |
| 1.21% | 0.89% | $343.8万 | 6,911股 | $236.2万 | 6,291股 | +620股+9.86% | 加仓 |
 英伟达NVDA |
| 0.91% | 0.17% | $257.8万 | 1.6万股 | $45.3万 | 4,183股 | +1.2万股+290.13% | 加仓 |
| G通用动力VTI |
| 0.84% | 0.81% | $239.6万 | 7,883股 | $215.2万 | 7,832股 | +51股+0.65% | 加仓 |
 GE航空GE |
| 0.8% | 0.36% | $227.9万 | 8,853股 | $96.3万 | 4,811股 | +4,042股+84.02% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.66% | 0.66% | $188.0万 | 2.0万股 | $173.8万 | 2.0万股 | +12股+0.06% | 加仓 |
| S道富SPYM |
| 0.63% | — | $179.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.62% | 0.59% | $176.4万 | 3,106股 | $157.1万 | 3,057股 | +49股+1.60% | 加仓 |
| IiShares安硕信托EFV |
| 0.58% | 0.55% | $164.4万 | 2.6万股 | $145.0万 | 2.5万股 | +1,293股+5.26% | 加仓 |
 摩根大通JPM |
| 0.57% | 0.45% | $161.4万 | 5,567股 | $118.5万 | 4,832股 | +735股+15.21% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.53% | 0.49% | $150.0万 | 8,207股 | $128.5万 | 7,522股 | +685股+9.11% | 加仓 |
 伊顿ETN |
| 0.52% | — | $149.0万 | 4,174股 | $0 | 0股 | +4,174股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.49% | 0.42% | $138.5万 | 6,768股 | $111.7万 | 5,759股 | +1,009股+17.52% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.46% | 0.45% | $130.1万 | 2,106股 | $118.0万 | 2,110股 | -4股-0.19% | 减仓 |
| SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY |
| 0.44% | 0.48% | $124.6万 | 4.3万股 | $127.5万 | 4.5万股 | -1,845股-4.13% | 减仓 |
 博通AVGO |
| 0.43% | 0.26% | $123.0万 | 4,463股 | $68.5万 | 4,092股 | +371股+9.07% | 加仓 |
 洛克希德马丁LMT |
| 0.42% | 0.42% | $118.5万 | 2,558股 | $110.3万 | 2,470股 | +88股+3.56% | 加仓 |
| IiShares安硕信托AGG |
| 0.39% | 0.37% | $111.4万 | 1.1万股 | $99.0万 | 1.0万股 | +1,217股+12.15% | 加仓 |
| V先锋领航指数基金VUG |
| 0.39% | 0.3% | $110.4万 | 2,519股 | $80.0万 | 2,159股 | +360股+16.67% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.38% | 0.38% | $109.0万 | 5,053股 | $100.2万 | 5,022股 | +31股+0.62% | 加仓 |
| LLCNB CORP COMLCNB |
| 0.38% | 0.42% | $108.8万 | 7.5万股 | $110.8万 | 7.5万股 | +3股+0.00% | 加仓 |
| S道富SPSM |
| 0.37% | — | $106.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 强生JNJ |
| 0.37% | 0.43% | $105.1万 | 6,878股 | $114.5万 | 6,901股 | -23股-0.33% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.36% | 0.4% | $103.4万 | 3.5万股 | $106.9万 | 3.7万股 | -1,236股-3.38% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.35% | — | $99.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| IISHARES IBONDS DEC 2025 TERM CORPORATE ETFIBCA |
| 0.35% | 0.38% | $99.6万 | 4.0万股 | $99.5万 | 4.0万股 | +7股+0.02% | 加仓 |
 家得宝HD |
| 0.35% | 0.34% | $98.8万 | 2,695股 | $91.0万 | 2,483股 | +212股+8.54% | 加仓 |
| IiShares安硕信托IEI |
| 0.35% | 0.4% | $98.4万 | 8,260股 | $105.9万 | 8,963股 | -703股-7.84% | 减仓 |
| IiShares安硕信托IBDS |
| 0.34% | 0.37% | $97.4万 | 4.0万股 | $97.1万 | 4.0万股 | -2股-0.00% | 减仓 |
| IiShares安硕信托IBDR |
| 0.34% | 0.37% | $97.2万 | 4.0万股 | $97.0万 | 4.0万股 | +29股+0.07% | 加仓 |
| IiShares安硕信托IBDT |
| 0.34% | 0.36% | $95.9万 | 3.8万股 | $95.3万 | 3.8万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.34% | 0.17% | $95.8万 | 1,810股 | $43.8万 | 1,433股 | +377股+26.31% | 加仓 |
 CSX铁路CSX |
| 0.33% | 0.32% | $93.9万 | 2.9万股 | $84.7万 | 2.9万股 | 00.00% | 持仓不变 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.33% | 0.34% | $92.6万 | 2.0万股 | $90.0万 | 1.9万股 | +498股+2.60% | 加仓 |
 CINTAS COMCTAS |
| 0.32% | 0.31% | $92.3万 | 4,140股 | $83.1万 | 4,042股 | +98股+2.42% | 加仓 |
| V先锋领航指数基金VTV |
| 0.32% | 0.24% | $90.7万 | 5,129股 | $62.5万 | 3,619股 | +1,510股+41.72% | 加仓 |
 雷神技术RTX |
| 0.31% | 0.29% | $87.7万 | 6,005股 | $76.7万 | 5,794股 | +211股+3.64% | 加仓 |
 NORDSONNDSN |
| 0.3% | — | $86.6万 | 4,040股 | $0 | 0股 | +4,040股 | 新买入 |
| IiShares安硕信托IXUS |
| 0.3% | 0.29% | $84.5万 | 1.1万股 | $76.8万 | 1.1万股 | -77股-0.70% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.29% | 0.33% | $83.3万 | 8,699股 | $86.3万 | 9,051股 | -352股-3.89% | 减仓 |
| IiShares安硕信托EFG |
| 0.29% | 0.37% | $83.2万 | 7,429股 | $97.7万 | 9,766股 | -2,337股-23.93% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | 0.34% | $80.9万 | 1,665股 | $88.8万 | 1,668股 | -3股-0.18% | 减仓 |
 谷歌AGOOGL |
| 0.28% | 0.25% | $80.3万 | 4,558股 | $67.3万 | 4,351股 | +207股+4.76% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.28% | 0.26% | $79.2万 | 1.6万股 | $69.3万 | 1.5万股 | +686股+4.48% | 加仓 |
| S道富SPMD |
| 0.28% | — | $78.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
