| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 15.39% | 15.24% | $9,939.3万 | 293.7万股 | $8,446.0万 | 289.9万股 | +3.8万股+1.30% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 11.96% | 11.84% | $7,718.9万 | 266.5万股 | $6,562.6万 | 261.5万股 | +5.1万股+1.94% | 加仓 |
| IiShares安硕信托AGG |
| 7.03% | 8.34% | $4,537.0万 | 45.8万股 | $4,623.8万 | 46.6万股 | -7,403股-1.59% | 减仓 |
| A美国世纪ETF信托AVLV |
| 6.88% | 7.01% | $4,443.5万 | 48.7万股 | $3,884.2万 | 48.2万股 | +5,323股+1.10% | 加仓 |
 AVANTIS INTLNGG |
| 6.68% | 7.2% | $4,314.4万 | 48.4万股 | $3,988.7万 | 47.0万股 | +1.4万股+2.88% | 加仓 |
| IiShares安硕信托IGM |
| 6.48% | 5.48% | $4,183.4万 | 25.6万股 | $3,034.6万 | 25.6万股 | -318股-0.12% | 减仓 |
| IiShares安硕信托DGRO |
| 4.91% | 5.25% | $3,171.2万 | 41.8万股 | $2,908.0万 | 41.4万股 | +4,047股+0.98% | 加仓 |
| G通用动力VTI |
| 3.08% | 3.07% | $1,990.5万 | 5.4万股 | $1,698.8万 | 5.3万股 | +836股+1.58% | 加仓 |
| A美国世纪·URY SHORT DURATION STRATEGIC INCOME ETFSDSI |
| 2.63% | 0.04% | $1,695.1万 | 33.0万股 | $24.2万 | 4,715股 | +32.5万股+6,901.15% | 加仓 |
| S嘉信策略信托SCHD |
| 2.15% | 2.42% | $1,386.6万 | 43.7万股 | $1,339.1万 | 43.6万股 | +805股+0.18% | 加仓 |
 VanEck ETF信托SMH |
| 1.92% | 1.28% | $1,238.0万 | 1.9万股 | $708.4万 | 1.8万股 | +398股+2.15% | 加仓 |
 英伟达NVDA |
| 1.68% | 1.7% | $1,084.5万 | 5.4万股 | $944.0万 | 5.4万股 | +73股+0.13% | 加仓 |
 苹果AAPL |
| 1.43% | 1.45% | $925.5万 | 3.2万股 | $805.5万 | 3.2万股 | +247股+0.78% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 1.21% | 0.9% | $783.4万 | 4.8万股 | $496.2万 | 4.4万股 | +4,234股+9.57% | 加仓 |
| IiShares安硕信托GVI |
| 1.2% | 1.48% | $775.3万 | 7.2万股 | $821.1万 | 7.7万股 | -5,307股-6.86% | 减仓 |
 卡特彼勒CAT |
| 1.08% | 0.88% | $697.9万 | 6,554股 | $487.1万 | 6,875股 | -321股-4.67% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.99% | 1% | $638.6万 | 8,552股 | $556.9万 | 8,563股 | -11股-0.13% | 减仓 |
| IiShares安硕·COREIJR |
| 0.9% | 0.92% | $582.2万 | 3.9万股 | $507.1万 | 4.1万股 | -1,541股-3.78% | 减仓 |
| V先锋领航指数基金VOO |
| 0.78% | 0.86% | $505.5万 | 7,360股 | $478.6万 | 8,010股 | -650股-8.11% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.75% | 0.85% | $484.3万 | 9,679股 | $469.6万 | 9,799股 | -120股-1.22% | 减仓 |
 沃尔玛WMT |
| 0.57% | 0.75% | $370.9万 | 3.3万股 | $418.0万 | 3.4万股 | -882股-2.62% | 减仓 |
 AFLAC COMAFL |
| 0.57% | 0.65% | $365.8万 | 3.1万股 | $362.6万 | 3.3万股 | -1,852股-5.60% | 减仓 |
 微软MSFT |
| 0.56% | 0.69% | $359.5万 | 9,638股 | $384.5万 | 1.0万股 | -750股-7.22% | 减仓 |
 CINCINNATI FINL COMCINF |
| 0.52% | 0.55% | $337.7万 | 1.8万股 | $304.4万 | 1.9万股 | -1,105股-5.71% | 减仓 |
 林德LIN |
| 0.51% | 0.6% | $330.5万 | 6,369股 | $330.6万 | 6,669股 | -300股-4.50% | 减仓 |
 宣伟SHW |
| 0.51% | 0.58% | $326.5万 | 9,482股 | $318.9万 | 9,948股 | -466股-4.68% | 减仓 |
 亚马逊AMZN |
| 0.5% | 0.52% | $320.9万 | 1.3万股 | $288.0万 | 1.4万股 | -361股-2.61% | 减仓 |
 ATMOS ENERGYATO |
| 0.49% | 0.65% | $313.2万 | 1.8万股 | $359.6万 | 1.9万股 | -1,286股-6.61% | 减仓 |
| N新纪元能源NEE |
| 0.47% | 0.65% | $305.8万 | 3.5万股 | $359.4万 | 3.9万股 | -3,848股-9.94% | 减仓 |
 谷歌AGOOGL |
| 0.47% | 0.44% | $303.7万 | 8,498股 | $241.6万 | 8,403股 | +95股+1.13% | 加仓 |
 NORDSONNDSN |
| 0.47% | 0.51% | $302.8万 | 1.0万股 | $284.8万 | 1.1万股 | -665股-6.21% | 减仓 |
 CINTAS COMCTAS |
| 0.47% | 0.56% | $302.4万 | 1.8万股 | $311.4万 | 1.8万股 | -634股-3.44% | 减仓 |
 固安捷GWW |
| 0.44% | 0.43% | $285.4万 | 2,098股 | $235.9万 | 2,163股 | -65股-3.01% | 减仓 |
 Jack Henry & Associates, IncJKHY |
| 0.44% | 0.59% | $284.3万 | 2.1万股 | $326.2万 | 2.1万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.42% | 0.56% | $273.8万 | 1.2万股 | $309.5万 | 1.3万股 | -681股-5.20% | 减仓 |
| FFASTENAL COMFAST |
| 0.41% | 0.49% | $264.6万 | 5.5万股 | $272.8万 | 5.9万股 | -3,686股-6.27% | 减仓 |
 博通AVGO |
| 0.4% | 0.37% | $255.5万 | 6,764股 | $202.4万 | 6,541股 | +223股+3.41% | 加仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 0.39% | 0.45% | $250.3万 | 10.3万股 | $248.3万 | 10.3万股 | -216股-0.21% | 减仓 |
 ADPADP |
| 0.38% | 0.41% | $246.3万 | 1.1万股 | $226.6万 | 1.1万股 | -156股-1.40% | 减仓 |
 美光科技MU |
| 0.36% | 0.11% | $231.5万 | 2,006股 | $60.8万 | 1,798股 | +208股+11.57% | 加仓 |
| IiShares安硕信托IUSV |
| 0.35% | 0.38% | $228.2万 | 2.1万股 | $211.9万 | 2.1万股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.34% | 0.38% | $219.7万 | 7,886股 | $212.9万 | 8,004股 | -118股-1.47% | 减仓 |
 麦当劳MCD |
| 0.33% | 0.47% | $212.1万 | 7,847股 | $258.3万 | 8,312股 | -465股-5.59% | 减仓 |
 BROWN & BROWN COMBRO |
| 0.32% | 0.44% | $208.7万 | 3.3万股 | $241.1万 | 3.7万股 | -4,443股-12.02% | 减仓 |
 CrowdStrikeCRWD |
| 0.31% | 0.18% | $201.5万 | 2,640股 | $98.1万 | 2,512股 | +128股+5.10% | 加仓 |
 纽柯钢铁NUE |
| 0.31% | — | $201.0万 | 9,023股 | $0 | 0股 | +9,023股 | 新买入 |
 雅培ABT |
| 0.3% | 0.43% | $193.8万 | 2.1万股 | $236.2万 | 2.3万股 | -1,644股-7.15% | 减仓 |
 特斯拉TSLA |
| 0.29% | 0.3% | $189.7万 | 4,510股 | $164.2万 | 4,418股 | +92股+2.08% | 加仓 |
 AMD超威AMD |
| 0.29% | 0.1% | $187.9万 | 3,235股 | $54.7万 | 2,690股 | +545股+20.26% | 加仓 |
 ILLINOIS TOOLITW |
| 0.29% | — | $186.6万 | 6,898股 | $0 | 0股 | +6,898股 | 新买入 |
