| IiShares安硕信托IVV |
| 16.02% | 15.71% | $1.05亿 | 14.1万股 | $9,261.5万 | 14.2万股 | -1,256股-0.89% | 减仓 |
| IiShares安硕信托DGRO |
| 7.6% | 7.65% | $4,994.0万 | 65.9万股 | $4,510.2万 | 64.3万股 | +1.6万股+2.53% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 7.32% | 7.77% | $4,810.3万 | 181.4万股 | $4,580.7万 | 174.8万股 | +6.5万股+3.74% | 加仓 |
| IiShares安硕信托IEFA |
| 5.72% | 5.92% | $3,755.9万 | 38.9万股 | $3,487.0万 | 38.5万股 | +3,709股+0.96% | 加仓 |
| A美国世纪ETF信托AVEM |
| 5.71% | 5.46% | $3,752.5万 | 38.9万股 | $3,217.3万 | 39.9万股 | -1.0万股-2.60% | 减仓 |
| IiShares安硕·COREIJH |
| 4.99% | 4.85% | $3,279.3万 | 42.5万股 | $2,859.9万 | 42.3万股 | +1,786股+0.42% | 加仓 |
| J骏利Detroit策略信托VNLA |
| 4.88% | 4.85% | $3,202.2万 | 65.5万股 | $2,861.2万 | 58.6万股 | +7.0万股+11.90% | 加仓 |
| IiShares安硕·COREIJR |
| 3.51% | 3.29% | $2,305.1万 | 15.5万股 | $1,941.1万 | 15.6万股 | -722股-0.46% | 减仓 |
| WWisdomTree信托QGRW |
| 3.47% | 3.05% | $2,280.6万 | 34.5万股 | $1,795.7万 | 33.6万股 | +9,312股+2.77% | 加仓 |
| V先锋领航指数基金VOO |
| 2.1% | 2% | $1,380.8万 | 2.0万股 | $1,177.6万 | 2.0万股 | +398股+2.02% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 1.81% | 1.81% | $1,186.9万 | 33.9万股 | $1,066.5万 | 31.7万股 | +2.2万股+6.96% | 加仓 |
 宝洁PG |
| 1.58% | 1.79% | $1,037.5万 | 7.1万股 | $1,055.2万 | 7.3万股 | -2,301股-3.15% | 减仓 |
 苹果AAPL |
| 1.56% | 1.55% | $1,025.6万 | 3.5万股 | $913.4万 | 3.6万股 | -546股-1.52% | 减仓 |
| LLCNB CORP COMLCNB |
| 1.46% | 1.44% | $956.8万 | 54.4万股 | $849.5万 | 54.5万股 | -1,000股-0.18% | 减仓 |
| I景顺QQQ信托VOO |
| 1.34% | 1.2% | $882.7万 | 1.2万股 | $708.3万 | 1.2万股 | -286股-2.33% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 1.33% | 1.25% | $874.8万 | 10.8万股 | $739.2万 | 10.8万股 | -342股-0.32% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.29% | 1.09% | $848.6万 | 2.8万股 | $642.8万 | 2.7万股 | +954股+3.53% | 加仓 |
 摩根大通JPM |
| 1.01% | 1.02% | $662.2万 | 2.0万股 | $600.2万 | 2.0万股 | -173股-0.85% | 减仓 |
 谷歌AGOOGL |
| 0.97% | 0.91% | $636.9万 | 1.8万股 | $537.6万 | 1.9万股 | -875股-4.68% | 减仓 |
 亚马逊AMZN |
| 0.79% | 0.78% | $515.6万 | 2.2万股 | $459.6万 | 2.2万股 | -435股-1.97% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.78% | 0.82% | $513.5万 | 3.2万股 | $485.8万 | 3.3万股 | -306股-0.93% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTDJUL |
| 0.78% | 0.87% | $510.5万 | 10.2万股 | $511.8万 | 10.9万股 | -7,692股-7.02% | 减仓 |
| V先锋领航指数基金VTV |
| 0.75% | 0.77% | $493.2万 | 2.3万股 | $455.3万 | 2.3万股 | -575股-2.48% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.74% | 0.76% | $483.5万 | 2.0万股 | $446.5万 | 2.1万股 | -327股-1.57% | 减仓 |
| F第一信托交易所交易基金VIDDEC |
| 0.67% | 0.7% | $438.9万 | 9.3万股 | $413.1万 | 9.3万股 | -650股-0.70% | 减仓 |
 微软MSFT |
| 0.61% | 0.68% | $398.4万 | 1.1万股 | $402.3万 | 1.1万股 | -190股-1.75% | 减仓 |
 CINTAS COMCTAS |
| 0.58% | 0.64% | $378.7万 | 2.2万股 | $376.6万 | 2.2万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYG |
| 0.56% | 0.51% | $366.2万 | 3.1万股 | $302.1万 | 3.1万股 | -74股-0.24% | 减仓 |
| S道富SPYM |
| 0.48% | 0.22% | $316.2万 | 3.6万股 | $131.7万 | 1.7万股 | +1.9万股+109.06% | 加仓 |
| V先锋领航指数基金VUG |
| 0.41% | 0.39% | $268.1万 | 3.1万股 | $227.7万 | 5,213股 | +2.6万股+497.10% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.36% | 0.32% | $234.5万 | 6,638股 | $190.9万 | 6,654股 | -16股-0.24% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTGRW |
| 0.35% | 0.34% | $226.6万 | 4.7万股 | $198.6万 | 4.9万股 | -1,549股-3.16% | 减仓 |
| F第一信托交易所交易基金IIIFPE |
| 0.34% | 0.38% | $223.9万 | 12.5万股 | $223.0万 | 12.6万股 | -437股-0.35% | 减仓 |
| F第一信托交易所交易基金VIDAUG |
| 0.34% | 0.39% | $221.4万 | 4.7万股 | $232.5万 | 5.3万股 | -6,133股-11.49% | 减仓 |
| F第一信托交易所交易基金VIDMAY |
| 0.33% | 0.22% | $218.3万 | 4.6万股 | $128.9万 | 2.9万股 | +1.8万股+61.41% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.31% | 0.51% | $201.6万 | 3.6万股 | $299.3万 | 5.3万股 | -1.7万股-32.39% | 减仓 |
 应用材料AMAT |
| 0.3% | 0.19% | $195.0万 | 2,698股 | $112.4万 | 3,289股 | -591股-17.97% | 减仓 |
 Meta平台META |
| 0.29% | 0.33% | $188.2万 | 3,341股 | $192.7万 | 3,368股 | -27股-0.80% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.28% | 0.26% | $181.0万 | 1.0万股 | $151.4万 | 1.0万股 | -332股-3.17% | 减仓 |
| IiShares安硕信托IJJ |
| 0.27% | 0.27% | $179.4万 | 1.2万股 | $161.7万 | 1.2万股 | -56股-0.46% | 减仓 |
| FFIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST U S EQUITY DEEP BUFFER ETF - APRILDAPR |
| 0.27% | — | $178.2万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 台积电TSM |
| 0.27% | 0.23% | $177.4万 | 3,716股 | $138.0万 | 4,083股 | -367股-8.99% | 减仓 |
| A美国世纪ETF信托EFV |
| 0.27% | 0.29% | $176.8万 | 2.3万股 | $172.1万 | 2.3万股 | -157股-0.68% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.27% | 0.26% | $175.9万 | 1.2万股 | $154.1万 | 1.2万股 | -13股-0.11% | 减仓 |
| IiShares安硕信托IJK |
| 0.27% | 0.26% | $174.1万 | 1.5万股 | $155.9万 | 1.5万股 | -670股-4.33% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.26% | 0.37% | $172.8万 | 3.4万股 | $217.5万 | 4.4万股 | -9,435股-21.64% | 减仓 |
 礼来LLY |
| 0.26% | 0.23% | $171.4万 | 1,429股 | $138.3万 | 1,504股 | -75股-4.99% | 减仓 |
| F第一信托交易所交易基金VIFVD |
| 0.26% | 0.4% | $171.1万 | 3.5万股 | $233.2万 | 5.0万股 | -1.5万股-29.94% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 0.25% | 0.25% | $165.0万 | 2.1万股 | $149.2万 | 2.1万股 | -21股-0.10% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 0.25% | 0.24% | $163.6万 | 3.8万股 | $142.9万 | 3.6万股 | +1,680股+4.63% | 加仓 |
