| V先锋领航·FTSEVEA |
| 21.97% | 21.79% | $5,304.1万 | 74.4万股 | $4,743.7万 | 74.0万股 | +4,169股+0.56% | 加仓 |
| IiShares安硕信托IVV |
| 17.85% | 17.48% | $4,310.6万 | 5.8万股 | $3,806.5万 | 5.8万股 | -714股-1.23% | 减仓 |
| V先锋领航·FSTEVWO |
| 12.59% | 12.58% | $3,039.1万 | 50.9万股 | $2,739.0万 | 50.7万股 | +2,394股+0.47% | 加仓 |
| IiShares安硕·COREIJH |
| 10.32% | 9.97% | $2,492.9万 | 32.3万股 | $2,170.5万 | 32.1万股 | +1,874股+0.58% | 加仓 |
| IiShares安硕·COREIJR |
| 6.77% | 6.34% | $1,635.8万 | 11.0万股 | $1,380.1万 | 11.1万股 | -723股-0.65% | 减仓 |
 GRACOGGG |
| 4.81% | 5.98% | $1,162.2万 | 15.4万股 | $1,301.2万 | 15.4万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 4.48% | 5.49% | $1,081.3万 | 16.1万股 | $1,196.1万 | 16.0万股 | +454股+0.28% | 加仓 |
| V先锋领航指数基金VNQ |
| 4.01% | 4.15% | $968.7万 | 10.0万股 | $903.9万 | 10.2万股 | -1,448股-1.42% | 减仓 |
| IiShares安硕信托IEFA |
| 1.75% | 1.82% | $422.5万 | 4.4万股 | $396.0万 | 4.4万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 1.65% | 1.19% | $397.6万 | 9,566股 | $258.8万 | 9,566股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 1.38% | 1.33% | $333.7万 | 4,859股 | $290.3万 | 4,859股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.15% | 1.12% | $276.8万 | 9,565股 | $244.4万 | 9,629股 | -64股-0.66% | 减仓 |
| CCHART INDSGTLS |
| 0.97% | 1.06% | $234.3万 | 1.1万股 | $231.9万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.9% | 0.82% | $217.3万 | 1.6万股 | $179.4万 | 1.6万股 | -60股-0.38% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.58% | 0.52% | $140.6万 | 3,978股 | $114.1万 | 3,978股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.55% | 0.53% | $132.2万 | 9,031股 | $115.7万 | 9,031股 | 00.00% | 持仓不变 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 0.52% | 0.5% | $124.7万 | 6,620股 | $109.9万 | 6,620股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.49% | 0.5% | $118.2万 | 5,205股 | $109.9万 | 5,205股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.49% | 0.44% | $117.6万 | 3,114股 | $96.2万 | 3,108股 | +6股+0.19% | 加仓 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 0.44% | 0.43% | $105.6万 | 8,099股 | $92.6万 | 8,099股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.41% | 0.37% | $100.0万 | 4,196股 | $80.5万 | 3,865股 | +331股+8.56% | 加仓 |
 ROYALTY PHARMARPRX |
| 0.4% | 0.38% | $97.6万 | 1.7万股 | $83.5万 | 1.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.3% | 0.29% | $72.6万 | 1,772股 | $63.2万 | 1,772股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.26% | 0.24% | $61.9万 | 4,984股 | $53.1万 | 1,246股 | +3,738股+300.00% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.27% | $61.3万 | 1,225股 | $58.7万 | 1,225股 | 00.00% | 持仓不变 |
| SSTRATIFIED LARGECAP INDEX ETFSSPY |
| 0.25% | 0.25% | $59.6万 | 6,132股 | $54.1万 | 6,132股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.24% | 0.22% | $58.7万 | 8,575股 | $48.7万 | 8,575股 | 00.00% | 持仓不变 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.22% | 0.21% | $53.6万 | 3,894股 | $44.7万 | 3,894股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.22% | 0.24% | $53.2万 | 1,425股 | $52.7万 | 1,425股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.18% | 0.18% | $44.7万 | 1,842股 | $39.4万 | 1,842股 | 00.00% | 持仓不变 |
| GGlobal X·COPPER MINERS ETFCOPX |
| 0.18% | 0.2% | $44.2万 | 5,746股 | $43.9万 | 5,746股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.17% | 0.17% | $42.2万 | 3,822股 | $37.2万 | 3,822股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.16% | 0.17% | $37.9万 | 7,145股 | $36.5万 | 5,954股 | +1,191股+20.00% | 加仓 |
 达美航空DAL |
| 0.15% | 0.12% | $36.8万 | 3,933股 | $27.0万 | 4,058股 | -125股-3.08% | 减仓 |
| F第一信托·UST NATURAL GAS ETFFCG |
| 0.15% | 0.17% | $36.8万 | 1.4万股 | $37.1万 | 1.2万股 | +2,121股+18.13% | 加仓 |
| IiShares安硕·MSCI MEXICO ETFEWW |
| 0.15% | 0.17% | $36.2万 | 4,815股 | $36.2万 | 4,815股 | 00.00% | 持仓不变 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.15% | 0.14% | $35.0万 | 9,234股 | $30.7万 | 9,234股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBNDX |
| 0.14% | 0.16% | $35.0万 | 7,217股 | $34.7万 | 7,217股 | 00.00% | 持仓不变 |
 Old National Bancorp CORP COMMONONB |
| 0.14% | 0.13% | $33.9万 | 1.3万股 | $28.9万 | 1.3万股 | 00.00% | 持仓不变 |
| GGLOBAL X LITHIUM & BATTERY TECH ETFLIT |
| 0.14% | 0.15% | $33.6万 | 4,289股 | $31.9万 | 4,289股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.14% | 0.14% | $32.7万 | 3,149股 | $30.6万 | 3,149股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.13% | 0.15% | $32.3万 | 574股 | $32.8万 | 574股 | 00.00% | 持仓不变 |
| VVANGUARD EMERGINGVWOB |
| 0.13% | 0.14% | $31.2万 | 4,643股 | $30.5万 | 4,643股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 0.13% | 0.13% | $30.8万 | 6,233股 | $29.2万 | 6,233股 | 00.00% | 持仓不变 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.13% | 0.13% | $30.7万 | 1,614股 | $27.3万 | 1,614股 | 00.00% | 持仓不变 |
 DIGI INTLDGII |
| 0.12% | — | $30.0万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
| CCLEARFIELDCLFD |
| 0.12% | — | $29.8万 | 7,500股 | $0 | 0股 | +7,500股 | 新买入 |
 卡特彼勒CAT |
| 0.12% | — | $29.4万 | 276股 | $0 | 0股 | +276股 | 新买入 |
 特斯拉TSLA |
| 0.12% | 0.12% | $29.2万 | 694股 | $25.8万 | 694股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.11% | 0.09% | $26.9万 | 224股 | $20.6万 | 224股 | 00.00% | 持仓不变 |
