| IiShares安硕信托ITOT |
| 23% | 22.8% | $8,590.0万 | 52.3万股 | $6,617.4万 | 46.5万股 | +5.9万股+12.65% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 6.95% | 6.32% | $2,596.3万 | 75.7万股 | $1,835.2万 | 63.0万股 | +12.7万股+20.12% | 加仓 |
| EEA SERIES TRUSTBSVO |
| 6.24% | 6.74% | $2,329.0万 | 81.0万股 | $1,955.9万 | 77.1万股 | +3.9万股+5.11% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 4.44% | 4.6% | $1,657.9万 | 28.3万股 | $1,333.9万 | 22.4万股 | +5.9万股+26.28% | 加仓 |
| IiShares安硕信托IDEV |
| 4% | 4.22% | $1,495.6万 | 16.7万股 | $1,225.7万 | 14.7万股 | +2.1万股+14.05% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.64% | 4.05% | $1,357.8万 | 13.1万股 | $1,175.3万 | 11.8万股 | +1.3万股+11.17% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 3.57% | 3.3% | $1,332.9万 | 38.8万股 | $958.8万 | 31.4万股 | +7.4万股+23.50% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 3.51% | 3.63% | $1,309.5万 | 27.5万股 | $1,052.7万 | 22.0万股 | +5.5万股+24.88% | 加仓 |
| S嘉信策略信托SCHD |
| 3.17% | 3.5% | $1,183.8万 | 36.4万股 | $1,016.8万 | 33.1万股 | +3.2万股+9.78% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.12% | 3.22% | $1,164.5万 | 29.7万股 | $933.1万 | 27.0万股 | +2.7万股+10.05% | 加仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 2.86% | 3.31% | $1,066.2万 | 26.6万股 | $960.9万 | 26.3万股 | +2,944股+1.12% | 加仓 |
| S嘉信策略信托SCHF |
| 2.52% | 1.7% | $941.5万 | 34.3万股 | $493.1万 | 19.9万股 | +14.3万股+71.97% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.99% | 2.17% | $744.2万 | 15.0万股 | $630.2万 | 12.6万股 | +2.4万股+18.83% | 加仓 |
 苹果AAPL |
| 1.7% | 1.6% | $633.8万 | 2.0万股 | $462.9万 | 1.8万股 | +2,162股+11.85% | 加仓 |
| G通用动力VTI |
| 1.62% | 1.83% | $603.4万 | 1.6万股 | $531.6万 | 1.7万股 | -246股-1.48% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.34% | 1.4% | $501.2万 | 2.1万股 | $406.7万 | 1.9万股 | +2,068股+10.93% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.21% | 1.22% | $451.2万 | 3.7万股 | $355.1万 | 8,329股 | +2.9万股+346.39% | 加仓 |
| AAvantis·U SAVUV |
| 1.2% | 1.16% | $447.8万 | 3.6万股 | $337.6万 | 3.1万股 | +5,802股+18.99% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.18% | 1.23% | $442.2万 | 10.7万股 | $358.2万 | 9.7万股 | +9,110股+9.35% | 加仓 |
| S道富SPYV |
| 1.08% | 1.16% | $401.5万 | 6.5万股 | $337.8万 | 6.0万股 | +5,260股+8.81% | 加仓 |
 UMB FINLUMBF |
| 1.07% | 1.01% | $400.7万 | 2.7万股 | $292.3万 | 2.6万股 | +1,533股+5.92% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.06% | 1.16% | $394.8万 | 11.6万股 | $336.7万 | 10.5万股 | +1.1万股+10.76% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.03% | 1.19% | $385.4万 | 4.6万股 | $345.9万 | 4.5万股 | +672股+1.50% | 加仓 |
| I景顺QQQ信托VOO |
| 0.75% | — | $281.3万 | 3,966股 | $0 | 0股 | +3,966股 | 新买入 |
| SSPDR道富系列信托HYMB |
| 0.63% | 0.77% | $233.6万 | 9.2万股 | $223.5万 | 9.0万股 | +2,289股+2.54% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.51% | 0.5% | $192.3万 | 1.4万股 | $144.7万 | 1.1万股 | +2,255股+19.97% | 加仓 |
| F第一信托交易所交易基金IIIFMB |
| 0.49% | 0.55% | $183.9万 | 3.6万股 | $159.2万 | 3.1万股 | +4,425股+14.08% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.49% | 0.36% | $181.8万 | 2.0万股 | $103.2万 | 1.3万股 | +6,830股+53.32% | 加仓 |
| S道富SLYG |
| 0.49% | 0.41% | $181.3万 | 1.6万股 | $119.8万 | 1.2万股 | +3,139股+25.33% | 加仓 |
 特斯拉TSLA |
| 0.48% | 0.57% | $180.6万 | 4,483股 | $166.8万 | 4,486股 | -3股-0.07% | 减仓 |
 迪尔DE |
| 0.48% | 0.57% | $178.6万 | 2,959股 | $166.7万 | 2,959股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.47% | 0.54% | $176.0万 | 3.0万股 | $157.4万 | 2.9万股 | +784股+2.69% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.46% | 0.61% | $172.2万 | 4.8万股 | $177.8万 | 4.6万股 | +1,346股+2.91% | 加仓 |
| VVanEck ETF信托HYD |
| 0.45% | 0.46% | $169.7万 | 3.3万股 | $132.7万 | 2.6万股 | +6,523股+24.65% | 加仓 |
| IiShares安硕IEMG |
| 0.45% | 0.51% | $168.4万 | 2.1万股 | $146.9万 | 2.1万股 | +42股+0.20% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.44% | 0.51% | $165.1万 | 6,815股 | $148.1万 | 6,817股 | -2股-0.03% | 减仓 |
| V先锋领航指数基金VBK |
| 0.44% | 0.47% | $164.8万 | 4,652股 | $136.3万 | 4,508股 | +144股+3.19% | 加仓 |
| IiShares安硕信托IVW |
| 0.44% | 0.46% | $163.8万 | 1.2万股 | $132.8万 | 1.2万股 | +298股+2.54% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.41% | 0.33% | $152.5万 | 3.0万股 | $97.2万 | 1.9万股 | +1.1万股+55.64% | 加仓 |
| V先锋领航指数基金VOT |
| 0.39% | 0.39% | $147.0万 | 4,887股 | $114.1万 | 4,432股 | +455股+10.27% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.37% | 0.44% | $137.8万 | 6,865股 | $127.3万 | 6,910股 | -45股-0.65% | 减仓 |
| S道富MDYV |
| 0.35% | 0.18% | $130.5万 | 1.4万股 | $51.5万 | 6,047股 | +7,868股+130.11% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.34% | 0.38% | $127.9万 | 1.4万股 | $111.4万 | 1.4万股 | +1股+0.01% | 加仓 |
 QUANTA SVCSPWR |
| 0.32% | 0.34% | $119.5万 | 1,819股 | $99.9万 | 1,819股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.31% | 0.34% | $115.4万 | 6,966股 | $99.9万 | 6,852股 | +114股+1.66% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.3% | 0.22% | $110.5万 | 2.9万股 | $64.2万 | 1.9万股 | +9,599股+50.67% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.29% | 0.21% | $108.2万 | 2,804股 | $62.1万 | 1,978股 | +826股+41.76% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.28% | 0.19% | $103.9万 | 2.7万股 | $56.2万 | 1.6万股 | +1.1万股+68.10% | 加仓 |
| IiShares安硕信托GVI |
| 0.28% | 0.19% | $102.9万 | 9,592股 | $54.7万 | 5,156股 | +4,436股+86.04% | 加仓 |
| V先锋领航指数基金VOO |
| 0.27% | 0.2% | $101.5万 | 1,477股 | $57.1万 | 990股 | +487股+49.19% | 加仓 |
