| S嘉信策略信托SCHF |
| 12.18% | 12.38% | $3,221.0万 | 116.3万股 | $2,811.7万 | 113.6万股 | +2.7万股+2.36% | 加仓 |
| IiShares安硕信托IVV |
| 11.8% | 10.86% | $3,120.0万 | 4.2万股 | $2,466.0万 | 3.8万股 | +3,909股+10.35% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 8.7% | 9.7% | $2,299.7万 | 27.8万股 | $2,202.1万 | 26.6万股 | +1.2万股+4.56% | 加仓 |
| S嘉信·USSCHX |
| 5.29% | 5.27% | $1,397.2万 | 47.5万股 | $1,195.8万 | 46.6万股 | +8,381股+1.80% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 4.92% | 3.09% | $1,301.8万 | 25.7万股 | $702.4万 | 14.1万股 | +11.6万股+82.90% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 4.71% | 4.6% | $1,246.1万 | 15.7万股 | $1,043.7万 | 14.5万股 | +1.1万股+7.87% | 加仓 |
| V先锋领航·MIDVO |
| 4.16% | 3.85% | $1,099.8万 | 13.7万股 | $873.9万 | 3.0万股 | +10.6万股+348.56% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 3.61% | 0.62% | $953.4万 | 9.4万股 | $141.1万 | 1.4万股 | +8.0万股+568.58% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.48% | 3.56% | $920.9万 | 27.2万股 | $809.2万 | 27.8万股 | -5,635股-2.03% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 3.42% | 3.32% | $904.9万 | 22.3万股 | $754.1万 | 21.8万股 | +4,382股+2.01% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 3.12% | 3.64% | $825.1万 | 8.4万股 | $827.6万 | 9.8万股 | -1.4万股-14.53% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 2.95% | 3.24% | $780.7万 | 16.2万股 | $736.7万 | 15.8万股 | +4,622股+2.93% | 加仓 |
 苹果AAPL |
| 2.77% | 1.43% | $733.1万 | 2.5万股 | $325.0万 | 1.3万股 | +1.3万股+97.83% | 加仓 |
| V先锋领航指数基金VB |
| 2.36% | 2.32% | $623.8万 | 2.1万股 | $527.4万 | 2.0万股 | +441股+2.19% | 加仓 |
 英伟达NVDA |
| 1.72% | 1.74% | $455.2万 | 2.3万股 | $395.9万 | 2.3万股 | +49股+0.22% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.48% | 2.75% | $390.5万 | 7.4万股 | $624.9万 | 12.0万股 | -4.5万股-37.99% | 减仓 |
| V先锋领航指数基金VTV |
| 1.29% | 1.42% | $341.7万 | 1.6万股 | $321.3万 | 1.6万股 | -697股-4.26% | 减仓 |
| IIBMIBM |
| 1.27% | 1.33% | $335.0万 | 1.2万股 | $301.8万 | 1.2万股 | -541股-4.34% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.02% | 1% | $270.4万 | 5.4万股 | $226.7万 | 4.5万股 | +8,453股+18.62% | 加仓 |
 泛林集团LRCX |
| 1.02% | 0.55% | $269.8万 | 6,225股 | $125.0万 | 5,852股 | +373股+6.37% | 加仓 |
 微软MSFT |
| 0.93% | 1.22% | $247.0万 | 6,621股 | $277.5万 | 7,497股 | -876股-11.68% | 减仓 |
 亚马逊AMZN |
| 0.92% | 0.98% | $243.2万 | 1.0万股 | $222.9万 | 1.1万股 | -497股-4.64% | 减仓 |
| S嘉信策略信托SCHM |
| 0.63% | 0.62% | $167.9万 | 4.6万股 | $141.7万 | 4.6万股 | -231股-0.50% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.58% | 0.52% | $152.8万 | 1.5万股 | $117.5万 | 1.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.55% | 0.51% | $145.3万 | 4,066股 | $116.7万 | 4,058股 | +8股+0.20% | 加仓 |
 应用材料AMAT |
| 0.54% | 0.23% | $144.0万 | 1,992股 | $52.4万 | 1,532股 | +460股+30.03% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.52% | 0.54% | $137.1万 | 4.7万股 | $122.3万 | 4.6万股 | +1,314股+2.86% | 加仓 |
 思科CSCO |
| 0.51% | 0.36% | $136.1万 | 1.2万股 | $82.1万 | 1.1万股 | +1,009股+9.54% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.5% | 0.41% | $131.8万 | 3,730股 | $92.9万 | 3,240股 | +490股+15.12% | 加仓 |
 台积电TSM |
| 0.49% | 0.41% | $130.5万 | 2,733股 | $94.0万 | 2,782股 | -49股-1.76% | 减仓 |
 摩根大通JPM |
| 0.49% | 0.5% | $128.9万 | 3,939股 | $114.1万 | 3,877股 | +62股+1.60% | 加仓 |
 FORTISFTS |
| 0.45% | 0.51% | $119.3万 | 2.1万股 | $116.3万 | 2.1万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DISV |
| 0.44% | 0.73% | $117.1万 | 2.9万股 | $165.7万 | 4.2万股 | -1.3万股-30.58% | 减仓 |
 美光科技MU |
| 0.43% | — | $113.5万 | 983股 | $0 | 0股 | +983股 | 新买入 |
 强生JNJ |
| 0.4% | 0.47% | $105.8万 | 4,167股 | $107.0万 | 4,379股 | -212股-4.84% | 减仓 |
 博通AVGO |
| 0.37% | 0.31% | $96.6万 | 2,558股 | $71.1万 | 2,298股 | +260股+11.31% | 加仓 |
| IiShares安硕信托IMCG |
| 0.35% | 0.33% | $91.6万 | 9,314股 | $74.0万 | 9,397股 | -83股-0.88% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.35% | 0.7% | $91.3万 | 2.4万股 | $159.9万 | 4.6万股 | -2.2万股-48.46% | 减仓 |
 特斯拉TSLA |
| 0.32% | 0.37% | $83.8万 | 1,993股 | $84.0万 | 2,259股 | -266股-11.78% | 减仓 |
| S嘉信策略信托SCHC |
| 0.31% | 0.34% | $82.2万 | 1.6万股 | $76.3万 | 1.6万股 | 00.00% | 持仓不变 |
| BBOWMAN CONSULTING GROUP LTD COMBWMN |
| 0.31% | 0.28% | $81.9万 | 2.8万股 | $64.1万 | 2.3万股 | +5,525股+24.52% | 加仓 |
 Meta平台META |
| 0.3% | 0.41% | $80.0万 | 1,421股 | $92.7万 | 1,621股 | -200股-12.34% | 减仓 |
 埃克森美孚XOM |
| 0.29% | 0.45% | $77.1万 | 5,643股 | $102.8万 | 6,062股 | -419股-6.91% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.28% | 0.29% | $74.0万 | 2.4万股 | $66.2万 | 2.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.28% | 0.31% | $73.7万 | 4,971股 | $69.3万 | 5,572股 | -601股-10.79% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.28% | 0.3% | $73.4万 | 3,715股 | $69.0万 | 3,746股 | -31股-0.83% | 减仓 |
 礼来LLY |
| 0.27% | 0.25% | $71.3万 | 594股 | $57.1万 | 621股 | -27股-4.35% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.26% | 0.36% | $68.9万 | 5,453股 | $81.2万 | 5,826股 | -373股-6.40% | 减仓 |
 AMD超威AMD |
| 0.25% | — | $66.7万 | 1,148股 | $0 | 0股 | +1,148股 | 新买入 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.25% | 0.29% | $66.6万 | 5,679股 | $65.4万 | 6,428股 | -749股-11.65% | 减仓 |
