| V先锋领航指数基金VOO |
| 30.37% | 26.69% | $6,019.8万 | 8.8万股 | $4,820.3万 | 8.1万股 | +6,980股+8.65% | 加仓 |
| C资本集团成长ETFCGGR |
| 8.86% | 7.3% | $1,756.1万 | 41.5万股 | $1,319.2万 | 39.5万股 | +2.0万股+4.94% | 加仓 |
| G通用动力VTI |
| 7.03% | 6.66% | $1,392.6万 | 3.8万股 | $1,202.2万 | 3.7万股 | +159股+0.42% | 加仓 |
| SSPDR标普500 ETFSPY |
| 5.93% | 6.08% | $1,176.2万 | 1.6万股 | $1,097.9万 | 1.7万股 | -1,131股-6.70% | 减仓 |
| G高盛ETF信托GSST |
| 4.19% | 6.06% | $830.9万 | 16.4万股 | $1,093.6万 | 21.6万股 | -5.2万股-24.06% | 减仓 |
| WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM |
| 3.21% | 3.37% | $636.7万 | 13.8万股 | $608.9万 | 13.8万股 | -151股-0.11% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 2.71% | 2.67% | $536.5万 | 9.5万股 | $482.3万 | 9.2万股 | +3,132股+3.41% | 加仓 |
| V先锋领航指数基金VB |
| 2.7% | 2.47% | $536.0万 | 1.8万股 | $446.8万 | 1.7万股 | +625股+3.66% | 加仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 2.5% | 2.36% | $495.2万 | 12.2万股 | $426.6万 | 11.9万股 | +3,024股+2.55% | 加仓 |
 艾伯维ABBV |
| 2.1% | 2.17% | $417.1万 | 1.7万股 | $392.2万 | 1.8万股 | -1,459股-8.09% | 减仓 |
 苹果AAPL |
| 1.79% | 1.72% | $354.6万 | 1.2万股 | $310.4万 | 1.2万股 | +24股+0.20% | 加仓 |
 雅培ABT |
| 1.24% | 1.64% | $246.0万 | 2.7万股 | $296.4万 | 2.9万股 | -1,751股-6.07% | 减仓 |
 英伟达NVDA |
| 1.08% | 1.05% | $213.5万 | 1.1万股 | $190.2万 | 1.1万股 | -237股-2.17% | 减仓 |
 摩根大通JPM |
| 1.02% | 1.07% | $203.0万 | 6,202股 | $193.4万 | 6,576股 | -374股-5.69% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 0.9% | 0.95% | $178.4万 | 1.5万股 | $172.2万 | 1.5万股 | +430股+2.90% | 加仓 |
 微软MSFT |
| 0.84% | 0.97% | $165.7万 | 4,442股 | $175.0万 | 4,727股 | -285股-6.03% | 减仓 |
| CCAPITAL CONSERVATIVE ECGCV |
| 0.78% | 0.46% | $155.2万 | 4.7万股 | $83.9万 | 2.9万股 | +1.8万股+64.67% | 加仓 |
 埃森哲ACN |
| 0.68% | 1.21% | $135.6万 | 1.1万股 | $218.0万 | 1.1万股 | -96股-0.87% | 减仓 |
| WWISDOMTREE INTERNATIONALEQUITY FUNDDWM |
| 0.62% | 0.65% | $122.7万 | 1.7万股 | $117.7万 | 1.7万股 | -86股-0.51% | 减仓 |
| BBATH & BODYBBWI |
| 0.57% | 0.5% | $112.7万 | 4.9万股 | $91.0万 | 4.9万股 | 00.00% | 持仓不变 |
| MMANHATTAN BRDG CAPLOAN |
| 0.49% | 0.5% | $97.0万 | 21.5万股 | $90.7万 | 20.4万股 | +1.1万股+5.31% | 加仓 |
 Meta平台META |
| 0.48% | 0.58% | $96.0万 | 1,705股 | $104.8万 | 1,832股 | -127股-6.93% | 减仓 |
| IiShares安硕信托IVV |
| 0.47% | 0.59% | $93.8万 | 1,253股 | $105.7万 | 1,618股 | -365股-22.56% | 减仓 |
 WORTHINGTON ENTERPRISESWOR |
| 0.42% | 0.47% | $83.9万 | 1.6万股 | $85.7万 | 1.6万股 | -833股-5.07% | 减仓 |
 罗克韦尔自动化ROK |
| 0.42% | 0.34% | $82.3万 | 1,662股 | $61.5万 | 1,715股 | -53股-3.09% | 减仓 |
 THOR INDSTHO |
| 0.41% | 0.48% | $81.7万 | 1.1万股 | $86.9万 | 1.1万股 | 00.00% | 持仓不变 |
| S道富SPYV |
| 0.39% | 0.44% | $76.3万 | 1.3万股 | $78.9万 | 1.4万股 | -1,387股-9.95% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.37% | 0.29% | $73.1万 | 3,839股 | $52.9万 | 3,982股 | -143股-3.59% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.35% | 2.36% | $69.7万 | 2,946股 | $426.7万 | 2.0万股 | -1.7万股-85.15% | 减仓 |
 谷歌AGOOGL |
| 0.34% | 0.34% | $67.5万 | 1,888股 | $61.0万 | 2,121股 | -233股-10.99% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.32% | 0.33% | $63.6万 | 4,121股 | $60.1万 | 4,125股 | -4股-0.10% | 减仓 |
 宝洁PG |
| 0.31% | 0.34% | $61.5万 | 4,191股 | $61.6万 | 4,264股 | -73股-1.71% | 减仓 |
 应用材料AMAT |
| 0.3% | 0.15% | $59.9万 | 828股 | $27.4万 | 802股 | +26股+3.24% | 加仓 |
| EEA SERIES TRUSTENDW |
| 0.28% | 0.29% | $55.9万 | 1.7万股 | $53.1万 | 1.7万股 | +20股+0.12% | 加仓 |
| WWisdomTree信托DLN |
| 0.28% | 0.31% | $55.4万 | 5,754股 | $55.9万 | 6,255股 | -501股-8.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.24% | $51.2万 | 1,450股 | $43.3万 | 1,509股 | -59股-3.91% | 减仓 |
 强生JNJ |
| 0.25% | 0.14% | $48.8万 | 1,921股 | $24.7万 | 1,011股 | +910股+90.01% | 加仓 |
 联合健康UNH |
| 0.23% | 0.2% | $46.6万 | 1,120股 | $36.1万 | 1,333股 | -213股-15.98% | 减仓 |
 SterisSTE |
| 0.23% | 0.26% | $46.5万 | 2,210股 | $46.5万 | 2,103股 | +107股+5.09% | 加仓 |
 家得宝HD |
| 0.23% | 0.28% | $45.3万 | 1,286股 | $51.1万 | 1,555股 | -269股-17.30% | 减仓 |
 亚马逊AMZN |
| 0.22% | 0.21% | $43.9万 | 1,844股 | $38.2万 | 1,833股 | +11股+0.60% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.22% | 0.24% | $42.6万 | 1.6万股 | $44.0万 | 1.6万股 | -690股-4.26% | 减仓 |
| IiShares安硕信托IEFA |
| 0.21% | 0.21% | $41.0万 | 4,245股 | $38.4万 | 4,245股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.21% | 0.19% | $41.0万 | 1,664股 | $34.6万 | 1,664股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.2% | 0.2% | $39.8万 | 4,939股 | $35.4万 | 1,232股 | +3,707股+300.89% | 加仓 |
 1ST FINL BANCORPFFBC |
| 0.19% | 0.17% | $37.3万 | 1.1万股 | $30.7万 | 1.1万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.18% | 0.09% | $35.3万 | 814股 | $16.5万 | 772股 | +42股+5.44% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.17% | 0.26% | $34.2万 | 684股 | $47.2万 | 985股 | -301股-30.56% | 减仓 |
 PPG工业PPG |
| 0.17% | 0.17% | $34.0万 | 2,800股 | $29.9万 | 2,800股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.17% | 0.19% | $32.9万 | 2,907股 | $34.0万 | 2,732股 | +175股+6.41% | 加仓 |
