| G通用动力VTI |
| 11.16% | 8.61% | $1,772.5万 | 4.8万股 | $1,538.4万 | 4.8万股 | -52股-0.11% | 减仓 |
| V先锋领航STAR基金VXUS |
| 10.14% | 8.21% | $1,609.6万 | 18.8万股 | $1,467.1万 | 19.0万股 | -1,976股-1.04% | 减仓 |
| C资本集团股息价值CCBG |
| 7.81% | 6.56% | $1,239.2万 | 25.1万股 | $1,172.1万 | 27.6万股 | -2.4万股-8.73% | 减仓 |
 艾伯维ABBV |
| 7.08% | 6.31% | $1,124.3万 | 4.5万股 | $1,128.5万 | 5.2万股 | -7,211股-13.90% | 减仓 |
| IiShares安硕EUSA |
| 6.01% | 4.77% | $954.7万 | 8.4万股 | $851.7万 | 8.4万股 | -85股-0.10% | 减仓 |
| C资本集团成长ETFCGGR |
| 5.38% | 4.25% | $853.9万 | 18.1万股 | $759.3万 | 18.9万股 | -8,023股-4.25% | 减仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 5.22% | 4.47% | $828.1万 | 22.1万股 | $798.4万 | 22.2万股 | -1,641股-0.74% | 减仓 |
| V先锋领航·TOTALBND |
| 5.08% | 4.45% | $806.9万 | 11.0万股 | $795.4万 | 10.8万股 | +1,913股+1.77% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 4.62% | 4.23% | $733.7万 | 26.8万股 | $755.5万 | 27.7万股 | -8,996股-3.24% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 4.37% | 4.03% | $693.2万 | 31.1万股 | $719.5万 | 32.2万股 | -1.1万股-3.44% | 减仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 3.13% | 2.51% | $496.5万 | 13.6万股 | $449.0万 | 13.6万股 | +847股+0.62% | 加仓 |
 雅培ABT |
| 2.56% | 2.95% | $405.9万 | 4.5万股 | $528.0万 | 5.1万股 | -6,694股-13.02% | 减仓 |
 苹果AAPL |
| 2.03% | 3.56% | $323.0万 | 1.1万股 | $636.4万 | 2.5万股 | -1.4万股-55.49% | 减仓 |
 埃克森美孚XOM |
| 1.84% | 2.6% | $291.4万 | 2.1万股 | $464.9万 | 2.7万股 | -6,090股-22.22% | 减仓 |
 亚马逊AMZN |
| 1.47% | 2.09% | $233.4万 | 9,794股 | $373.9万 | 1.8万股 | -8,159股-45.45% | 减仓 |
 微软MSFT |
| 1.38% | 2.14% | $219.4万 | 5,881股 | $383.0万 | 1.0万股 | -4,468股-43.17% | 减仓 |
| PPacer基金信托COWZ |
| 1.02% | 1.51% | $161.2万 | 2.6万股 | $269.3万 | 4.3万股 | -1.7万股-39.79% | 减仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 1.01% | 1.36% | $160.8万 | 4.6万股 | $243.5万 | 8.3万股 | -3.6万股-43.74% | 减仓 |
 谷歌AGOOGL |
| 0.93% | 0.94% | $148.4万 | 4,154股 | $168.7万 | 5,867股 | -1,713股-29.20% | 减仓 |
 GE VernovaGEV |
| 0.78% | 0.66% | $123.6万 | 1,052股 | $118.1万 | 1,353股 | -301股-22.25% | 减仓 |
 博通AVGO |
| 0.78% | 0.87% | $123.1万 | 3,259股 | $156.2万 | 5,048股 | -1,789股-35.44% | 减仓 |
| I景顺QQQ信托VOO |
| 0.66% | 0.49% | $105.3万 | 1,430股 | $87.5万 | 1,515股 | -85股-5.61% | 减仓 |
 英伟达NVDA |
| 0.59% | 0.72% | $93.7万 | 4,683股 | $128.4万 | 7,364股 | -2,681股-36.41% | 减仓 |
 礼来LLY |
| 0.59% | 0.62% | $93.2万 | 777股 | $110.6万 | 1,203股 | -426股-35.41% | 减仓 |
 CENTENE DEL COMCNC |
| 0.58% | 0.27% | $92.2万 | 1.4万股 | $47.7万 | 1.5万股 | -200股-1.37% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.56% | 0.34% | $89.7万 | 1.1万股 | $61.5万 | 1,507股 | +9,348股+620.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.6% | $87.5万 | 2,477股 | $108.1万 | 3,767股 | -1,290股-34.24% | 减仓 |
 台积电TSM |
| 0.5% | 0.48% | $79.5万 | 1,664股 | $85.1万 | 2,517股 | -853股-33.89% | 减仓 |
| IiShares黄金信托IAU |
| 0.48% | 0.78% | $76.0万 | 1.0万股 | $140.0万 | 1.6万股 | -5,812股-36.59% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.47% | 0.4% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| LLAZARD INTERNATIONAL DYNAMIC EQUITY ETFIDEQ |
| 0.45% | 0.36% | $71.9万 | 2.1万股 | $63.7万 | 2.0万股 | +463股+2.31% | 加仓 |
| S嘉信策略信托SCHC |
| 0.43% | 0.64% | $68.4万 | 1.3万股 | $115.1万 | 2.4万股 | -1.1万股-44.91% | 减仓 |
 GE航空GE |
| 0.35% | 0.45% | $55.4万 | 1,483股 | $80.9万 | 2,852股 | -1,369股-48.00% | 减仓 |
 VertivVRT |
| 0.33% | 0.55% | $52.7万 | 1,575股 | $98.3万 | 3,922股 | -2,347股-59.84% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.32% | 0.32% | $51.1万 | 1.9万股 | $57.3万 | 2.2万股 | -2,602股-11.89% | 减仓 |
 摩根大通JPM |
| 0.31% | 0.43% | $49.6万 | 1,515股 | $77.4万 | 2,632股 | -1,117股-42.44% | 减仓 |
| GGORMAN RUPP CO EQUITY CLASS EQUITYGRC |
| 0.31% | 0.15% | $48.6万 | 5,302股 | $26.4万 | 4,256股 | +1,046股+24.58% | 加仓 |
 CINCINNATI FINL COMCINF |
| 0.3% | 0.23% | $48.2万 | 2,602股 | $41.4万 | 2,628股 | -26股-0.99% | 减仓 |
| SSPDR黄金信托GLD |
| 0.3% | 0.66% | $47.5万 | 1,289股 | $118.0万 | 2,743股 | -1,454股-53.01% | 减仓 |
 沃尔玛WMT |
| 0.29% | 0.45% | $46.4万 | 4,095股 | $81.1万 | 6,524股 | -2,429股-37.23% | 减仓 |
 思科CSCO |
| 0.29% | 0.45% | $46.2万 | 3,932股 | $80.6万 | 1.0万股 | -6,450股-62.13% | 减仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.29% | 0.32% | $46.1万 | 2,709股 | $56.6万 | 3,901股 | -1,192股-30.56% | 减仓 |
| IiShares白银信托SLV |
| 0.25% | 0.68% | $40.5万 | 7,569股 | $120.8万 | 1.8万股 | -1.0万股-57.31% | 减仓 |
| V先锋领航·MIDVO |
| 0.24% | 0.35% | $37.9万 | 4,700股 | $62.5万 | 2,176股 | +2,524股+115.99% | 加仓 |
| J摩根大通交易所交易基金JPRE |
| 0.21% | 0.22% | $33.5万 | 6,429股 | $39.8万 | 8,288股 | -1,859股-22.43% | 减仓 |
| IiShares安硕信托IVV |
| 0.21% | 0.16% | $33.2万 | 443股 | $28.3万 | 433股 | +10股+2.31% | 加仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 0.2% | 0.18% | $31.8万 | 1.4万股 | $31.9万 | 1.4万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.19% | 0.15% | $30.8万 | 1.0万股 | $26.9万 | 1.0万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.19% | 0.52% | $30.5万 | 2,081股 | $93.1万 | 6,444股 | -4,363股-67.71% | 减仓 |
 好市多COST |
| 0.19% | 0.42% | $30.5万 | 326股 | $74.6万 | 749股 | -423股-56.48% | 减仓 |
