| IiShares安硕·S&P 100 ETFIWO |
| 15.88% | 16.37% | $8,803.6万 | 24.1万股 | $7,687.9万 | 24.2万股 | -1,084股-0.45% | 减仓 |
| IiShares安硕信托IVV |
| 13.32% | 12.53% | $7,385.4万 | 9.9万股 | $5,884.8万 | 9.0万股 | +8,528股+9.47% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 10.05% | 10.77% | $5,571.0万 | 10.7万股 | $5,055.6万 | 10.9万股 | -2,328股-2.14% | 减仓 |
 LINCOLN ELECLECO |
| 6.46% | 7.16% | $3,578.9万 | 13.4万股 | $3,360.1万 | 13.4万股 | -78股-0.06% | 减仓 |
| V先锋领航指数基金VOO |
| 4.94% | 5.11% | $2,738.2万 | 4.0万股 | $2,397.3万 | 4.0万股 | -250股-0.62% | 减仓 |
| IiShares安硕信托IWD |
| 4.14% | 4.3% | $2,293.2万 | 9.5万股 | $2,021.1万 | 9.5万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 3.74% | 3.84% | $2,072.2万 | 10.4万股 | $1,802.5万 | 10.3万股 | +215股+0.21% | 加仓 |
| I景顺交易所交易基金信托EQWL |
| 3.67% | 3.71% | $2,034.8万 | 15.8万股 | $1,741.7万 | 15.1万股 | +6,574股+4.35% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.53% | 3.79% | $1,955.2万 | 8.3万股 | $1,780.6万 | 8.3万股 | -164股-0.20% | 减仓 |
 苹果AAPL |
| 2.15% | 2.19% | $1,189.4万 | 4.1万股 | $1,030.6万 | 4.1万股 | +496股+1.22% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.14% | 2.25% | $1,184.3万 | 5.6万股 | $1,055.3万 | 5.5万股 | +675股+1.23% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.96% | 2.03% | $1,088.5万 | 2.7万股 | $954.2万 | 2.7万股 | -180股-0.67% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.59% | 1.66% | $880.5万 | 4.0万股 | $779.7万 | 4.1万股 | -1,319股-3.21% | 减仓 |
 谷歌AGOOGL |
| 1.14% | 1.11% | $631.8万 | 1.8万股 | $522.3万 | 1.8万股 | -483股-2.66% | 减仓 |
 微软MSFT |
| 1.12% | 1.43% | $621.8万 | 1.7万股 | $671.5万 | 1.8万股 | -1,471股-8.11% | 减仓 |
| PPARK-OHIO HLDGS CORP COMPKOH |
| 0.78% | 0.57% | $430.2万 | 11.2万股 | $265.5万 | 11.0万股 | +1,441股+1.30% | 加仓 |
 阿斯麦ASML |
| 0.65% | 0.54% | $357.7万 | 1,798股 | $255.6万 | 1,935股 | -137股-7.08% | 减仓 |
| IiShares安硕·COREIJR |
| 0.6% | 0.59% | $334.6万 | 2.3万股 | $279.1万 | 2.2万股 | +105股+0.47% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.56% | $315.2万 | 1.3万股 | $262.6万 | 1.3万股 | +615股+4.88% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.57% | 0.54% | $314.7万 | 3.0万股 | $254.5万 | 2.6万股 | +4,094股+15.63% | 加仓 |
 VisaV |
| 0.57% | 0.62% | $314.3万 | 9,160股 | $291.3万 | 9,638股 | -478股-4.96% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.56% | 0.58% | $311.7万 | 4,174股 | $272.2万 | 4,174股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.53% | 0.56% | $293.3万 | 3.6万股 | $261.3万 | 9,100股 | +2.7万股+300.00% | 加仓 |
 礼来LLY |
| 0.52% | 0.5% | $286.2万 | 2,386股 | $235.3万 | 2,558股 | -172股-6.72% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.47% | 0.48% | $260.8万 | 2.4万股 | $226.1万 | 2.4万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.45% | 0.42% | $251.7万 | 4,469股 | $199.2万 | 3,481股 | +988股+28.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.38% | 0.82% | $212.4万 | 6,012股 | $386.5万 | 1.3万股 | -7,462股-55.38% | 减仓 |
 NETFLIXNFLX |
| 0.37% | 0.68% | $205.8万 | 2.9万股 | $320.1万 | 3.3万股 | -4,464股-13.41% | 减仓 |
 摩根大通JPM |
| 0.36% | 0.38% | $201.7万 | 6,163股 | $177.1万 | 6,021股 | +142股+2.36% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.35% | 0.29% | $195.4万 | 6,503股 | $134.8万 | 5,436股 | +1,067股+19.63% | 加仓 |
 思科CSCO |
| 0.34% | 0.28% | $190.6万 | 1.6万股 | $130.6万 | 1.7万股 | -600股-3.57% | 减仓 |
| AABRDN FDSASCI |
| 0.33% | 0.36% | $185.3万 | 5.1万股 | $167.9万 | 5.1万股 | 00.00% | 持仓不变 |
| NNCINONCNO |
| 0.32% | 0.34% | $178.9万 | 10.9万股 | $159.4万 | 10.6万股 | +3,012股+2.83% | 加仓 |
 英特尔INTC |
| 0.29% | 0.1% | $158.9万 | 1.1万股 | $48.8万 | 1.1万股 | +332股+3.01% | 加仓 |
| IiShares黄金信托IAU |
| 0.29% | 0.39% | $158.8万 | 2.1万股 | $185.4万 | 2.1万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.27% | 0.25% | $152.3万 | 4,116股 | $117.9万 | 3,674股 | +442股+12.03% | 加仓 |
 好市多COST |
| 0.27% | 0.33% | $150.1万 | 1,605股 | $155.7万 | 1,563股 | +42股+2.69% | 加仓 |
 博通AVGO |
| 0.26% | 0.25% | $144.4万 | 3,822股 | $118.3万 | 3,822股 | 00.00% | 持仓不变 |
 DUCOMMUN DELDCO |
| 0.25% | — | $140.4万 | 7,579股 | $0 | 0股 | +7,579股 | 新买入 |
 埃克森美孚XOM |
| 0.25% | 0.32% | $137.2万 | 1.0万股 | $149.5万 | 8,810股 | +1,226股+13.92% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.28% | $136.6万 | 2,730股 | $130.8万 | 2,730股 | 00.00% | 持仓不变 |
| PPERMA-FIX ENVIRONMENTAL SVCS COM NEWPESI |
| 0.23% | — | $125.5万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
| IiShares安硕信托IEFA |
| 0.21% | 0.23% | $115.1万 | 1.2万股 | $106.4万 | 1.2万股 | +172股+1.46% | 加仓 |
 泛林集团LRCX |
| 0.21% | 0.12% | $113.7万 | 2,622股 | $55.0万 | 2,573股 | +49股+1.90% | 加仓 |
 雅培ABT |
| 0.19% | 0.3% | $107.6万 | 1.2万股 | $141.1万 | 1.4万股 | -1,885股-13.71% | 减仓 |
 艾伯维ABBV |
| 0.19% | 0.18% | $105.7万 | 4,201股 | $84.9万 | 3,905股 | +296股+7.58% | 加仓 |
 MAMAS CREATIONSMAMA |
| 0.19% | — | $105.1万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.19% | 0.2% | $104.7万 | 3.0万股 | $91.7万 | 3.0万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.18% | 0.18% | $99.8万 | 7,547股 | $84.7万 | 7,547股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.17% | 0.18% | $96.3万 | 3.3万股 | $83.4万 | 3.3万股 | +182股+0.56% | 加仓 |
