| G通用动力VTI |
| 12.37% | 12.58% | $3,857.3万 | 10.5万股 | $3,355.1万 | 10.5万股 | +176股+0.17% | 加仓 |
 PHILIP MORRIS INTLPM |
| 7.78% | 7.87% | $2,424.5万 | 12.7万股 | $2,100.3万 | 12.7万股 | +32股+0.03% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 6.14% | 6.04% | $1,913.8万 | 56.0万股 | $1,612.2万 | 55.3万股 | +6,634股+1.20% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 5.33% | 4.82% | $1,663.5万 | 32.1万股 | $1,284.9万 | 28.5万股 | +3.6万股+12.82% | 加仓 |
| V先锋领航·SMALLVBR |
| 4.79% | 4.91% | $1,493.3万 | 6.1万股 | $1,309.4万 | 6.0万股 | +773股+1.28% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 4.59% | 4.59% | $1,429.8万 | 49.6万股 | $1,225.1万 | 48.8万股 | +7,516股+1.54% | 加仓 |
| V先锋领航指数基金VTV |
| 4.01% | 4.05% | $1,250.1万 | 5.7万股 | $1,081.0万 | 5.5万股 | +1,738股+3.15% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 3.81% | 3.75% | $1,189.6万 | 28.9万股 | $999.3万 | 27.2万股 | +1.7万股+6.29% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.77% | 2.77% | $862.5万 | 4.2万股 | $738.2万 | 4.0万股 | +2,067股+5.16% | 加仓 |
| DDimensional维度·USDFUV |
| 2.74% | 2.57% | $853.6万 | 15.4万股 | $685.3万 | 14.1万股 | +1.2万股+8.59% | 加仓 |
| V先锋领航指数基金VUG |
| 2.73% | 2.62% | $850.5万 | 10.0万股 | $699.1万 | 1.6万股 | +8.4万股+523.69% | 加仓 |
| S嘉信策略信托SCHF |
| 2.71% | 2.79% | $845.6万 | 30.8万股 | $743.4万 | 30.0万股 | +7,927股+2.64% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.66% | 2.86% | $830.4万 | 24.4万股 | $763.3万 | 25.0万股 | -6,545股-2.62% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.23% | 2.14% | $696.4万 | 9.8万股 | $571.8万 | 9.2万股 | +6,895股+7.53% | 加仓 |
| BBANK OF AMERBAC |
| 1.96% | 1.81% | $612.7万 | 9.9万股 | $481.8万 | 9.9万股 | +80股+0.08% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.92% | 1.84% | $597.6万 | 4.4万股 | $490.5万 | 3.8万股 | +5,318股+13.89% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.86% | 1.66% | $581.3万 | 2.4万股 | $442.9万 | 2.4万股 | +7股+0.03% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.69% | 1.71% | $526.9万 | 12.5万股 | $454.8万 | 11.7万股 | +8,413股+7.21% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.4% | 1.48% | $437.2万 | 7.6万股 | $394.1万 | 7.0万股 | +6,703股+9.64% | 加仓 |
 GE航空GE |
| 1.33% | 1.23% | $415.5万 | 1.2万股 | $328.0万 | 1.2万股 | -18股-0.16% | 减仓 |
| IiShares安硕信托IJK |
| 1.27% | 1.37% | $397.5万 | 3.6万股 | $366.6万 | 3.6万股 | -900股-2.47% | 减仓 |
 苹果AAPL |
| 1.25% | 1.19% | $389.2万 | 1.3万股 | $318.4万 | 1.3万股 | +50股+0.40% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.23% | 1.35% | $383.7万 | 5.4万股 | $359.2万 | 5.6万股 | -1,717股-3.06% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.13% | 1.19% | $351.9万 | 4,711股 | $316.3万 | 4,863股 | -152股-3.13% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.88% | 0.93% | $273.6万 | 1.1万股 | $246.7万 | 1.1万股 | -79股-0.69% | 减仓 |
 GE VernovaGEV |
| 0.79% | 0.86% | $247.5万 | 2,499股 | $228.2万 | 2,614股 | -115股-4.40% | 减仓 |
 ALTRIAMO |
| 0.76% | 0.85% | $236.0万 | 3.5万股 | $227.8万 | 3.5万股 | +26股+0.08% | 加仓 |
 ShopifySHOP |
| 0.74% | 0.87% | $230.4万 | 2.0万股 | $233.3万 | 2.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.7% | 0.84% | $219.0万 | 3,933股 | $223.2万 | 3,902股 | +31股+0.79% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.68% | 0.71% | $213.3万 | 9,639股 | $189.3万 | 9,983股 | -344股-3.45% | 减仓 |
 英伟达NVDA |
| 0.67% | 0.66% | $209.3万 | 1.0万股 | $177.2万 | 1.0万股 | +261股+2.57% | 加仓 |
| IiShares安硕·COREIJH |
| 0.66% | 0.71% | $206.8万 | 2.7万股 | $189.7万 | 2.8万股 | -626股-2.23% | 减仓 |
| V先锋领航指数基金VOT |
| 0.6% | 0.66% | $187.5万 | 6,343股 | $176.5万 | 6,860股 | -517股-7.54% | 减仓 |
 BlockXYZ |
| 0.59% | 0.51% | $184.0万 | 2.3万股 | $136.3万 | 2.3万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.58% | 0.56% | $180.2万 | 5,121股 | $149.7万 | 5,090股 | +31股+0.61% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.56% | 0.53% | $173.5万 | 6.5万股 | $142.6万 | 6.0万股 | +4,446股+7.37% | 加仓 |
| AATIATI |
| 0.53% | 0.48% | $164.9万 | 8,800股 | $128.0万 | 8,800股 | 00.00% | 持仓不变 |
 KINDER MORGAN DEL COMKMI |
| 0.48% | 0.59% | $150.9万 | 4.7万股 | $157.2万 | 4.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.46% | 0.43% | $142.9万 | 4,013股 | $114.6万 | 3,984股 | +29股+0.73% | 加仓 |
 太平洋煤电PCG |
| 0.43% | 0.51% | $135.0万 | 7.8万股 | $136.4万 | 7.8万股 | +28股+0.04% | 加仓 |
| IiShares安硕信托DVY |
| 0.42% | 0.69% | $130.5万 | 8,096股 | $183.9万 | 1.2万股 | -4,050股-33.34% | 减仓 |
 迪尔DE |
| 0.4% | 0.44% | $123.3万 | 2,081股 | $117.1万 | 2,079股 | +2股+0.10% | 加仓 |
 美光科技MU |
| 0.39% | 0.19% | $122.0万 | 1,482股 | $50.5万 | 1,495股 | -13股-0.87% | 减仓 |
 可口可乐KO |
| 0.39% | 0.39% | $120.3万 | 1.4万股 | $104.2万 | 1.4万股 | +35股+0.26% | 加仓 |
 默沙东MRK |
| 0.36% | 0.38% | $111.3万 | 8,545股 | $102.5万 | 8,520股 | +25股+0.29% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.29% | 0.28% | $89.3万 | 6,764股 | $74.2万 | 6,608股 | +156股+2.36% | 加仓 |
| S道富MDYV |
| 0.28% | 0.33% | $88.7万 | 9,340股 | $88.3万 | 1.0万股 | -1,032股-9.95% | 减仓 |
 UNITED AIRLS COMUAL |
| 0.28% | 0.25% | $88.5万 | 7,291股 | $67.0万 | 7,277股 | +14股+0.19% | 加仓 |
| IiShares安硕信托ITOT |
| 0.28% | 0.28% | $88.4万 | 5,402股 | $74.9万 | 5,293股 | +109股+2.06% | 加仓 |
 亚马逊AMZN |
| 0.28% | 0.25% | $88.4万 | 3,254股 | $67.5万 | 3,241股 | +13股+0.40% | 加仓 |
