| EELEVATION SERIES TRUSTSRHQ |
| 50.35% | 49.48% | $1.98亿 | 431.0万股 | $1.73亿 | 430.8万股 | +1,185股+0.03% | 加仓 |
| EELEVATION SERIES TRUSTSRHR |
| 13.28% | 13.24% | $5,213.0万 | 87.7万股 | $4,628.5万 | 87.9万股 | -2,260股-0.26% | 减仓 |
| S嘉信策略信托SCHD |
| 7.05% | 7.73% | $2,768.5万 | 87.3万股 | $2,701.4万 | 88.0万股 | -7,416股-0.84% | 减仓 |
 摩根大通JPM |
| 4.77% | 4.82% | $1,870.7万 | 5.7万股 | $1,683.2万 | 5.7万股 | -70股-0.12% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.9% | 2.84% | $1,136.3万 | 39.2万股 | $991.4万 | 39.5万股 | -2,594股-0.66% | 减仓 |
 COHEN AND STEERS INFRASTUTF |
| 2.87% | 3.02% | $1,126.7万 | 40.8万股 | $1,056.8万 | 40.8万股 | +43股+0.01% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.82% | 1.62% | $715.6万 | 7.8万股 | $567.7万 | 7.0万股 | +8,030股+11.40% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.31% | 1.32% | $515.8万 | 1.0万股 | $460.4万 | 9,607股 | +700股+7.29% | 加仓 |
| EEVERCOREEVR |
| 1% | 0.98% | $393.5万 | 1.2万股 | $344.0万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.93% | 0.91% | $365.4万 | 4,879股 | $318.7万 | 4,879股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.89% | 0.87% | $348.5万 | 5,074股 | $303.2万 | 5,074股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.81% | 0.77% | $317.8万 | 1.3万股 | $267.6万 | 1.2万股 | +989股+7.95% | 加仓 |
 SRH TOTAL RETURN FUND INCORPORATEDSTEW |
| 0.75% | 0.92% | $295.0万 | 16.5万股 | $323.1万 | 18.9万股 | -2.4万股-12.76% | 减仓 |
 微软MSFT |
| 0.51% | 0.57% | $199.7万 | 5,354股 | $198.2万 | 5,354股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.5% | 0.49% | $195.8万 | 6,767股 | $171.7万 | 6,766股 | +1股+0.01% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.45% | 0.4% | $174.8万 | 2.2万股 | $138.6万 | 1.7万股 | +4,630股+26.48% | 加仓 |
 沃尔玛WMT |
| 0.41% | 0.63% | $161.1万 | 1.4万股 | $221.5万 | 1.8万股 | -3,600股-20.20% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.38% | 0.41% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.37% | 0.43% | $147.0万 | 9,302股 | $151.6万 | 1.0万股 | -934股-9.12% | 减仓 |
| A美国世纪ETF信托AVMC |
| 0.32% | 0.31% | $126.8万 | 1.6万股 | $108.5万 | 1.5万股 | +776股+5.17% | 加仓 |
 南方电力SO |
| 0.31% | 0.35% | $120.5万 | 1.3万股 | $121.5万 | 1.3万股 | 00.00% | 持仓不变 |
| WWILLIS TOWERS WATSONWTW |
| 0.3% | 0.37% | $117.3万 | 4,486股 | $130.4万 | 4,486股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.29% | 0.29% | $115.4万 | 5,765股 | $100.5万 | 5,765股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.23% | 0.22% | $88.5万 | 2,105股 | $78.3万 | 2,105股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.22% | 0.2% | $88.0万 | 2,463股 | $70.8万 | 2,463股 | 00.00% | 持仓不变 |
 AVANTIS INTLNGG |
| 0.21% | 0.16% | $82.2万 | 9,212股 | $54.7万 | 6,444股 | +2,768股+42.95% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.2% | 0.21% | $76.7万 | 9,278股 | $75.1万 | 9,070股 | +208股+2.29% | 加仓 |
| EETF SER SOLUTIONSZIG |
| 0.18% | 0.2% | $71.1万 | 1.8万股 | $70.7万 | 1.8万股 | 00.00% | 持仓不变 |
| NNRG ENERGYNRG |
| 0.18% | 0.2% | $69.4万 | 4,750股 | $69.4万 | 4,750股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.18% | 0.17% | $69.4万 | 8,536股 | $58.3万 | 7,668股 | +868股+11.32% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.17% | 0.19% | $67.9万 | 4,460股 | $65.1万 | 4,460股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.17% | 0.18% | $67.4万 | 2.0万股 | $61.6万 | 2.1万股 | -1,233股-5.83% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.15% | 0.17% | $57.0万 | 7,313股 | $60.3万 | 7,695股 | -382股-4.96% | 减仓 |
| AAIM ETF PRODUCTS TRUSTNVBW |
| 0.13% | 0.14% | $51.5万 | 1.5万股 | $48.5万 | 1.5万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.13% | 0.09% | $49.9万 | 1,201股 | $32.5万 | 1,201股 | 00.00% | 持仓不变 |
 史丹利百得SWK |
| 0.13% | 0.07% | $49.9万 | 5,302股 | $23.0万 | 3,234股 | +2,068股+63.95% | 加仓 |
| S嘉信策略信托SCHF |
| 0.12% | 0.12% | $48.8万 | 1.8万股 | $43.5万 | 1.8万股 | +27股+0.15% | 加仓 |
 Meta平台META |
| 0.11% | 0.11% | $44.2万 | 785股 | $38.1万 | 665股 | +120股+18.05% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.1% | 0.08% | $38.4万 | 2,014股 | $26.8万 | 2,014股 | 00.00% | 持仓不变 |
 KROGER COMKR |
| 0.09% | 0.13% | $35.1万 | 6,321股 | $45.7万 | 6,319股 | +2股+0.03% | 加仓 |
 CINCINNATI FINL COMCINF |
| 0.09% | 0.08% | $34.5万 | 1,866股 | $29.4万 | 1,866股 | 00.00% | 持仓不变 |
 REALTY INCOME COMO |
| 0.09% | 0.06% | $34.1万 | 5,504股 | $21.4万 | 3,500股 | +2,004股+57.26% | 加仓 |
| S嘉信·USSCHP |
| 0.08% | 0.1% | $32.6万 | 1.2万股 | $34.5万 | 1.3万股 | -650股-5.02% | 减仓 |
 礼来LLY |
| 0.08% | 0.07% | $32.0万 | 267股 | $24.6万 | 267股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.08% | 0.08% | $31.6万 | 2,129股 | $26.5万 | 2,129股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.08% | 0.08% | $30.8万 | 1,214股 | $29.7万 | 1,214股 | 00.00% | 持仓不变 |
| IiShares安硕信托ICSH |
| 0.08% | — | $30.3万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
| IiShares安硕信托SGOV |
| 0.08% | — | $30.2万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
 联合太平洋铁路UNP |
| 0.08% | 0.09% | $29.9万 | 1,100股 | $31.5万 | 1,300股 | -200股-15.38% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.08% | 0.07% | $29.8万 | 2,625股 | $23.7万 | 2,625股 | 00.00% | 持仓不变 |
