| AAlphabet Inc Class CGOOG |
| 20.11% | 10.89% | $3,527.4万 | 10.0万股 | $1,310.7万 | 4.6万股 | +5.4万股+118.50% | 加仓 |
 英伟达NVDA |
| 12.67% | 12.74% | $2,221.8万 | 11.1万股 | $1,534.1万 | 8.8万股 | +2.3万股+26.23% | 加仓 |
 亚马逊AMZN |
| 10.81% | 12.52% | $1,895.6万 | 8.0万股 | $1,507.4万 | 7.2万股 | +7,158股+9.89% | 加仓 |
 微软MSFT |
| 6.1% | 7% | $1,070.5万 | 2.9万股 | $842.3万 | 2.3万股 | +5,946股+26.13% | 加仓 |
 苹果AAPL |
| 5.94% | 6.09% | $1,041.2万 | 3.6万股 | $732.9万 | 2.9万股 | +7,103股+24.60% | 加仓 |
 PEOPLES BANCORPPEBO |
| 5.67% | — | $994.1万 | 25.9万股 | $0 | 0股 | +25.9万股 | 新买入 |
| V先锋领航指数基金VTV |
| 4.57% | 4.04% | $802.0万 | 3.7万股 | $486.8万 | 2.5万股 | +1.2万股+48.33% | 加仓 |
| V先锋领航指数基金VUG |
| 2.21% | 1.53% | $388.0万 | 4.5万股 | $184.3万 | 4,218股 | +4.1万股+967.83% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.85% | 2.21% | $324.7万 | 1.6万股 | $265.8万 | 1.4万股 | +2,006股+13.91% | 加仓 |
 谷歌AGOOGL |
| 1.73% | 1.74% | $303.5万 | 8,494股 | $209.7万 | 7,293股 | +1,201股+16.47% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 1.53% | 1.17% | $268.8万 | 5.7万股 | $141.4万 | 3.3万股 | +2.4万股+72.13% | 加仓 |
 优步UBER |
| 1.26% | 1.02% | $220.8万 | 3.1万股 | $123.1万 | 1.7万股 | +1.3万股+78.85% | 加仓 |
 NETFLIXNFLX |
| 1.22% | 2.42% | $214.7万 | 3.0万股 | $291.0万 | 3.0万股 | -193股-0.64% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.18% | 0.09% | $206.7万 | 4,131股 | $10.7万 | 223股 | +3,908股+1,752.47% | 加仓 |
 BLUE OWL CAP CORPOBDC |
| 1.07% | 1.7% | $187.6万 | 17.3万股 | $204.1万 | 18.5万股 | -1.2万股-6.48% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.06% | 1.18% | $185.4万 | 2,482股 | $142.4万 | 2,190股 | +292股+13.33% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 1.02% | 0.93% | $179.0万 | 8,002股 | $112.0万 | 6,002股 | +2,000股+33.32% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.84% | 0.88% | $147.1万 | 1.2万股 | $105.8万 | 9,492股 | +2,943股+31.01% | 加仓 |
 FIRST HORIZONFHN |
| 0.74% | 0.51% | $129.8万 | 5.1万股 | $61.7万 | 2.7万股 | +2.4万股+86.87% | 加仓 |
| V先锋领航指数基金VOT |
| 0.7% | 0.72% | $123.3万 | 4,027股 | $86.5万 | 3,360股 | +667股+19.85% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.66% | 0.99% | $116.4万 | 3.0万股 | $119.3万 | 3.4万股 | -4,033股-11.85% | 减仓 |
| FFB FINLFBK |
| 0.6% | 0.82% | $105.2万 | 1.9万股 | $98.7万 | 1.9万股 | 00.00% | 持仓不变 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.58% | 0.07% | $102.3万 | 1.0万股 | $8.6万 | 1,000股 | +9,138股+913.80% | 加仓 |
| IiShares安硕HEEM |
| 0.57% | 0.59% | $100.5万 | 2.2万股 | $70.7万 | 1.9万股 | +3,298股+17.21% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.56% | 0.69% | $98.4万 | 4,051股 | $83.2万 | 3,830股 | +221股+5.77% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.5% | 0.35% | $88.0万 | 3,576股 | $41.6万 | 2,000股 | +1,576股+78.80% | 加仓 |
 默沙东MRK |
| 0.48% | 0.67% | $85.0万 | 6,613股 | $80.2万 | 6,668股 | -55股-0.82% | 减仓 |
| SSSGA ACTIVE TRPRIV |
| 0.48% | 0.18% | $84.5万 | 3.4万股 | $21.8万 | 8,634股 | +2.5万股+288.60% | 加仓 |
 摩根大通JPM |
| 0.46% | 0.18% | $80.8万 | 2,469股 | $21.4万 | 727股 | +1,742股+239.61% | 加仓 |
 迪尔DE |
| 0.45% | 0.58% | $79.0万 | 1,246股 | $70.2万 | 1,246股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.45% | 0.84% | $78.3万 | 1,391股 | $101.3万 | 1,771股 | -380股-21.46% | 减仓 |
| SSPDR黄金信托GLD |
| 0.45% | 0.15% | $78.1万 | 2,120股 | $17.5万 | 407股 | +1,713股+420.88% | 加仓 |
 特斯拉TSLA |
| 0.44% | 0.29% | $77.3万 | 1,838股 | $34.9万 | 938股 | +900股+95.95% | 加仓 |
| V先锋领航指数基金VBK |
| 0.43% | 0.43% | $75.4万 | 2,063股 | $52.3万 | 1,729股 | +334股+19.32% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.41% | 0.34% | $71.7万 | 6,899股 | $41.0万 | 4,223股 | +2,676股+63.37% | 加仓 |
 摩根士丹利MS |
| 0.39% | 0.45% | $68.8万 | 3,290股 | $54.1万 | 3,290股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 0.38% | 0.33% | $66.6万 | 1.2万股 | $40.2万 | 8,134股 | +4,288股+52.72% | 加仓 |
 可口可乐KO |
| 0.38% | 0.22% | $66.5万 | 8,186股 | $26.0万 | 3,420股 | +4,766股+139.36% | 加仓 |
 STOCK YDS BANCORPSYBT |
| 0.36% | 0.45% | $63.2万 | 8,264股 | $54.8万 | 8,264股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.32% | 0.16% | $55.4万 | 1.6万股 | $19.4万 | 6,357股 | +9,563股+150.43% | 加仓 |
 OMEGA HEALTHCARE INVSOHI |
| 0.31% | 0.41% | $54.0万 | 1.1万股 | $49.6万 | 1.1万股 | 00.00% | 持仓不变 |
 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNAB |
| 0.3% | — | $53.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 雷神技术RTX |
| 0.3% | 0.04% | $52.8万 | 2,782股 | $4.6万 | 238股 | +2,544股+1,068.91% | 加仓 |
 马拉松石油MPC |
| 0.29% | — | $51.5万 | 2,015股 | $0 | 0股 | +2,015股 | 新买入 |
 WELLS FARGO NEWWFC |
| 0.29% | 0.42% | $50.8万 | 6,150股 | $50.8万 | 6,379股 | -229股-3.59% | 减仓 |
| IiShares安硕信托IVW |
| 0.29% | 0.08% | $50.7万 | 3,688股 | $9.1万 | 805股 | +2,883股+358.14% | 加仓 |
| KKKR & COMKKR |
| 0.26% | 0.42% | $45.7万 | 4,975股 | $50.4万 | 5,450股 | -475股-8.72% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.26% | 0.36% | $45.6万 | 2,888股 | $42.8万 | 2,888股 | 00.00% | 持仓不变 |
| SSOUTHSTATE BKSSB |
| 0.26% | 0.35% | $44.8万 | 4,489股 | $42.4万 | 4,586股 | -97股-2.12% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.25% | 0.14% | $44.2万 | 1,025股 | $17.0万 | 1,034股 | -9股-0.87% | 减仓 |
