 WORTHINGTON ENTERPRISESWOR |
| 15.21% | 20.03% | $2,094.5万 | 39.0万股 | $2,396.5万 | 46.0万股 | -7.0万股-15.24% | 减仓 |
 PAYCHEX COMPAYX |
| 15.15% | 16.33% | $2,085.5万 | 21.2万股 | $1,953.8万 | 21.2万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 5.7% | 1.85% | $784.4万 | 3.9万股 | $221.9万 | 1.3万股 | +2.6万股+208.06% | 加仓 |
| IiShares安硕信托IVV |
| 5.3% | 5.32% | $730.2万 | 9,751股 | $636.9万 | 9,751股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 4.81% | 4.82% | $662.8万 | 22.5万股 | $577.4万 | 22.5万股 | 00.00% | 持仓不变 |
 WORTHINGTON STLWS |
| 4.76% | 7% | $655.8万 | 19.5万股 | $837.3万 | 27.6万股 | -8.1万股-29.22% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 3.81% | 4.2% | $524.2万 | 7股 | $502.7万 | 7股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 3.69% | 3.8% | $508.7万 | 18.4万股 | $454.5万 | 18.4万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 3.13% | 2.99% | $430.6万 | 2.7万股 | $357.3万 | 2.6万股 | +1,601股+6.20% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.68% | 2.95% | $369.3万 | 7,381股 | $353.6万 | 7,378股 | +3股+0.04% | 加仓 |
 苹果AAPL |
| 2.27% | 1.33% | $312.2万 | 1.1万股 | $159.5万 | 6,285股 | +4,505股+71.68% | 加仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 2.14% | 2.47% | $294.9万 | 6.8万股 | $296.0万 | 6.8万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 1.76% | 1.83% | $242.2万 | 4.1万股 | $219.4万 | 4.1万股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 1.73% | 0.23% | $238.7万 | 2.8万股 | $27.9万 | 3,615股 | +2.4万股+672.25% | 加仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 1.68% | 1.7% | $230.8万 | 13.0万股 | $203.8万 | 13.0万股 | -43股-0.03% | 减仓 |
| G通用动力VTI |
| 1.36% | 0.52% | $186.9万 | 5,051股 | $62.8万 | 1,958股 | +3,093股+157.97% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.18% | 1.12% | $162.8万 | 2,180股 | $133.7万 | 2,057股 | +123股+5.98% | 加仓 |
| V先锋领航·MIDVO |
| 1.16% | 1.14% | $159.4万 | 2.0万股 | $137.0万 | 4,771股 | +1.5万股+314.76% | 加仓 |
 威瑞森VZ |
| 1.13% | 1.46% | $155.1万 | 3.7万股 | $174.6万 | 3.5万股 | +1,851股+5.32% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.12% | 1.32% | $153.7万 | 4.2万股 | $158.2万 | 4.2万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 1.11% | — | $153.0万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 微软MSFT |
| 1.01% | 0.59% | $139.1万 | 3,728股 | $70.3万 | 1,900股 | +1,828股+96.21% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.9% | 0.91% | $123.4万 | 3.6万股 | $108.5万 | 3.7万股 | -766股-2.06% | 减仓 |
 INSTALLED BLDG PRODSIBP |
| 0.83% | 1.1% | $114.3万 | 4,972股 | $131.8万 | 4,972股 | 00.00% | 持仓不变 |
| AALPS ETF信托ENFR |
| 0.64% | 0.73% | $87.6万 | 2.3万股 | $87.9万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.63% | — | $86.7万 | 2,862股 | $0 | 0股 | +2,862股 | 新买入 |
 摩根大通JPM |
| 0.62% | 1.08% | $85.2万 | 2,603股 | $128.7万 | 4,374股 | -1,771股-40.49% | 减仓 |
 谷歌AGOOGL |
| 0.62% | 0.25% | $84.9万 | 2,376股 | $30.4万 | 1,059股 | +1,317股+124.36% | 加仓 |
 思科CSCO |
| 0.58% | — | $79.7万 | 6,784股 | $0 | 0股 | +6,784股 | 新买入 |
 GENTEXGNTX |
| 0.57% | 0.46% | $78.8万 | 3.1万股 | $55.1万 | 2.5万股 | +5,939股+23.54% | 加仓 |
| IiShares安硕信托IBHF |
| 0.55% | — | $76.3万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 帕克国家公司PRK |
| 0.5% | — | $68.9万 | 3,765股 | $0 | 0股 | +3,765股 | 新买入 |
| V先锋领航·SMALLVBR |
| 0.48% | 0.49% | $66.1万 | 2,720股 | $59.1万 | 2,720股 | 00.00% | 持仓不变 |
 TREXTREX |
| 0.45% | 0.38% | $61.9万 | 1.2万股 | $45.1万 | 1.2万股 | 00.00% | 持仓不变 |
| GGREIF INC CL BGEF/B |
| 0.44% | 0.48% | $60.8万 | 6,500股 | $56.9万 | 6,500股 | 00.00% | 持仓不变 |
 卡地纳健康CAH |
| 0.44% | 0.45% | $60.6万 | 2,549股 | $53.9万 | 2,549股 | 00.00% | 持仓不变 |
| PPacer基金信托COWZ |
| 0.42% | 0.91% | $58.4万 | 9,388股 | $108.8万 | 1.7万股 | -8,000股-46.01% | 减仓 |
| B贝莱德ETF信托BDYN |
| 0.41% | 0.42% | $56.1万 | 2.0万股 | $50.1万 | 2.1万股 | -394股-1.91% | 减仓 |
 亚马逊AMZN |
| 0.38% | — | $52.2万 | 2,189股 | $0 | 0股 | +2,189股 | 新买入 |
 宝洁PG |
| 0.35% | 0.21% | $48.6万 | 3,314股 | $25.4万 | 1,760股 | +1,554股+88.30% | 加仓 |
| S嘉信·USSCHA |
| 0.34% | 1.07% | $46.8万 | 1.3万股 | $128.2万 | 4.4万股 | -3.1万股-70.62% | 减仓 |
| AALPS ETF信托AMLP |
| 0.33% | 0.38% | $44.9万 | 8,650股 | $45.5万 | 8,650股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.31% | 0.19% | $42.6万 | 1,139股 | $22.3万 | 787股 | +352股+44.73% | 加仓 |
 艾伯维ABBV |
| 0.31% | 0.22% | $42.5万 | 1,689股 | $26.8万 | 1,232股 | +457股+37.09% | 加仓 |
| V先锋领航全球基金VFH |
| 0.29% | — | $40.0万 | 3,039股 | $0 | 0股 | +3,039股 | 新买入 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.29% | — | $39.7万 | 473股 | $0 | 0股 | +473股 | 新买入 |
 雷神技术RTX |
| 0.28% | — | $38.7万 | 2,041股 | $0 | 0股 | +2,041股 | 新买入 |
 BLACKSTONE SECD LENDINGBXSL |
| 0.28% | — | $37.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| V先锋领航全球基金VDE |
| 0.25% | 0.34% | $34.9万 | 2,323股 | $40.2万 | 2,323股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.14% | $33.9万 | 960股 | $16.5万 | 574股 | +386股+67.25% | 加仓 |
