| IiShares安硕信托IVV |
| 10.84% | 10.8% | $4,726.0万 | 6.3万股 | $4,084.7万 | 6.3万股 | +575股+0.92% | 加仓 |
| V先锋领航指数基金VTV |
| 9.02% | 9.09% | $3,932.2万 | 18.0万股 | $3,440.0万 | 17.5万股 | +5,105股+2.91% | 加仓 |
| AAvantis·U SAVUV |
| 9.02% | 9.1% | $3,930.2万 | 31.5万股 | $3,441.1万 | 31.1万股 | +3,526股+1.13% | 加仓 |
| IiShares安硕信托IEFA |
| 8.58% | 9.1% | $3,741.5万 | 38.7万股 | $3,442.0万 | 38.0万股 | +7,194股+1.89% | 加仓 |
| V先锋领航·TOTALBND |
| 8.39% | 8.94% | $3,658.8万 | 49.8万股 | $3,382.6万 | 45.9万股 | +3.9万股+8.50% | 加仓 |
| NNORTHERN LTS FD TR IVWWJD |
| 4.67% | 5.17% | $2,033.6万 | 53.3万股 | $1,954.3万 | 52.3万股 | +1.1万股+2.04% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 4.51% | 4.6% | $1,964.2万 | 74.1万股 | $1,741.6万 | 66.5万股 | +7.6万股+11.42% | 加仓 |
| IINSPIRE CORPORATE BOND ETFIBD |
| 4.34% | 4.85% | $1,889.9万 | 79.5万股 | $1,836.7万 | 77.0万股 | +2.5万股+3.28% | 加仓 |
| EEVENTIDE HIGH DIVIDEND ETFELCV |
| 3.42% | 3.37% | $1,488.7万 | 45.3万股 | $1,276.0万 | 44.0万股 | +1.3万股+2.93% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.41% | 3.08% | $1,486.8万 | 14.5万股 | $1,165.0万 | 14.8万股 | -2,767股-1.87% | 减仓 |
| CCROSSMARK ETF TRUSTCLCG |
| 3.1% | 2.9% | $1,352.0万 | 46.7万股 | $1,096.4万 | 45.0万股 | +1.7万股+3.87% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 3.04% | 2.92% | $1,325.4万 | 10.4万股 | $1,105.1万 | 10.1万股 | +2,956股+2.93% | 加仓 |
| TTIMOTHY PLANTPSC |
| 2.99% | 2.95% | $1,303.7万 | 27.2万股 | $1,114.2万 | 26.3万股 | +9,191股+3.50% | 加仓 |
| TTIMOTHY PLAN US LARGE/MID CAP CORE ETFTPLC |
| 2.49% | 2.59% | $1,083.7万 | 21.5万股 | $978.3万 | 21.1万股 | +4,575股+2.17% | 加仓 |
| V先锋领航指数基金VOT |
| 2.4% | 2.25% | $1,047.9万 | 3.4万股 | $850.8万 | 3.3万股 | +1,151股+3.48% | 加仓 |
| IINSPIRE 100 ETFBIBL |
| 2.21% | 2.13% | $964.1万 | 16.7万股 | $807.5万 | 17.1万股 | -4,685股-2.74% | 减仓 |
| IiShares安硕信托GVI |
| 1.73% | 1.8% | $753.7万 | 7.0万股 | $682.6万 | 6.4万股 | +5,731股+8.91% | 加仓 |
| S嘉信策略信托SCHD |
| 1.12% | 0.81% | $490.2万 | 15.5万股 | $307.8万 | 10.0万股 | +5.4万股+54.11% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.08% | 1.07% | $471.9万 | 2.1万股 | $404.5万 | 2.1万股 | 00.00% | 持仓不变 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 1.05% | 1.03% | $458.7万 | 13.2万股 | $390.7万 | 13.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.03% | 0.95% | $449.9万 | 1.1万股 | $358.4万 | 1.1万股 | 00.00% | 持仓不变 |
| EELEVATION SERIES TRUSTSOVF |
| 1.03% | 1.03% | $448.7万 | 15.1万股 | $389.2万 | 14.5万股 | +5,804股+4.00% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.93% | 1% | $405.4万 | 1.8万股 | $377.0万 | 1.8万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.78% | 0.86% | $342.0万 | 9,241股 | $327.0万 | 1.0万股 | -952股-9.34% | 减仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.44% | 0.46% | $193.8万 | 5.1万股 | $175.7万 | 5.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.42% | 0.39% | $182.8万 | 6,318股 | $145.8万 | 5,744股 | +574股+9.99% | 加仓 |
| TTim Pln:High Dividend StTPHD |
| 0.38% | 0.43% | $167.2万 | 4.0万股 | $163.9万 | 4.0万股 | -83股-0.21% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.38% | 0.37% | $165.2万 | 5,498股 | $138.2万 | 5,574股 | -76股-1.36% | 减仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 0.36% | 0.4% | $156.7万 | 4.2万股 | $150.0万 | 4.2万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.33% | 0.36% | $144.3万 | 1.8万股 | $135.0万 | 1.7万股 | +1,223股+7.18% | 加仓 |
| NNORTHERN LTS FD TR IVISMD |
| 0.32% | 0.29% | $137.7万 | 2.8万股 | $110.7万 | 2.8万股 | -152股-0.55% | 减仓 |
| V先锋领航全球基金VGT |
| 0.22% | 0.19% | $93.7万 | 7,841股 | $70.1万 | 1,005股 | +6,836股+680.20% | 加仓 |
 英伟达NVDA |
| 0.2% | 0.15% | $85.9万 | 4,293股 | $58.5万 | 3,355股 | +938股+27.96% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.19% | 0.22% | $82.8万 | 3.0万股 | $81.9万 | 3.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.19% | 0.14% | $82.6万 | 2,312股 | $53.5万 | 1,859股 | +453股+24.37% | 加仓 |
| IiShares安硕信托IVW |
| 0.18% | 0.18% | $79.6万 | 5,785股 | $66.4万 | 5,872股 | -87股-1.48% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.18% | 0.19% | $77.3万 | 2,585股 | $70.6万 | 2,592股 | -7股-0.27% | 减仓 |
 FULTON FINL PAFULT |
| 0.1% | 0.1% | $45.0万 | 1.9万股 | $37.2万 | 1.8万股 | +316股+1.73% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.1% | 0.1% | $45.0万 | 1,828股 | $38.0万 | 1,824股 | +4股+0.22% | 加仓 |
 微软MSFT |
| 0.1% | 0.09% | $44.0万 | 1,178股 | $34.0万 | 919股 | +259股+28.18% | 加仓 |
 AVANTIS INTLNGG |
| 0.07% | — | $31.7万 | 3,551股 | $0 | 0股 | +3,551股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.06% | 0.1% | $28.3万 | 768股 | $39.5万 | 918股 | -150股-16.34% | 减仓 |
 应用材料AMAT |
| 0.06% | 0.03% | $25.2万 | 349股 | $10.2万 | 299股 | +50股+16.72% | 加仓 |
 MID PENN BANCORP INC COMMPB |
| 0.06% | 0.06% | $25.0万 | 7,189股 | $23.1万 | 7,189股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.06% | 0.02% | $24.3万 | 418股 | $7.8万 | 382股 | +36股+9.42% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.05% | 0.04% | $22.0万 | 1,156股 | $15.4万 | 1,156股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.05% | 0.03% | $21.9万 | 581股 | $11.7万 | 377股 | +204股+54.11% | 加仓 |
 S & T BANCORPSTBA |
| 0.05% | 0.05% | $21.7万 | 4,425股 | $18.2万 | 4,354股 | +71股+1.63% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.05% | 0.05% | $21.2万 | 873股 | $19.0万 | 873股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.05% | 0.01% | $20.5万 | 178股 | $4.5万 | 132股 | +46股+34.85% | 加仓 |
