| DDimensional维度ETF信托DFAC |
| 17.24% | 16.04% | $3,474.5万 | 78.3万股 | $2,801.6万 | 72.1万股 | +6.2万股+8.64% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 10.8% | 10.7% | $2,176.7万 | 58.4万股 | $1,868.4万 | 52.6万股 | +5.8万股+11.09% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 10.02% | 9.31% | $2,019.4万 | 48.4万股 | $1,625.4万 | 44.2万股 | +4.2万股+9.44% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 9.1% | 10.57% | $1,834.1万 | 31.5万股 | $1,846.6万 | 31.5万股 | -310股-0.10% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 8.34% | 8.11% | $1,680.2万 | 43.3万股 | $1,415.5万 | 40.4万股 | +2.9万股+7.23% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 7.17% | 8.34% | $1,444.5万 | 35.0万股 | $1,456.1万 | 34.9万股 | +1,116股+0.32% | 加仓 |
| IiShares安硕信托SGOV |
| 6.19% | 7.16% | $1,246.4万 | 12.4万股 | $1,250.6万 | 12.4万股 | -436股-0.35% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 5.76% | 5.22% | $1,159.7万 | 28.5万股 | $910.7万 | 26.4万股 | +2.2万股+8.26% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 4.57% | 4.71% | $921.5万 | 13.2万股 | $823.2万 | 13.2万股 | +11股+0.01% | 加仓 |
| G通用动力VTI |
| 4.24% | 4.22% | $853.4万 | 2.3万股 | $737.0万 | 2.3万股 | +89股+0.39% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 2.32% | 1.89% | $467.1万 | 6.2万股 | $329.5万 | 4.4万股 | +1.8万股+41.70% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 1.69% | 2.02% | $340.5万 | 7.0万股 | $352.3万 | 7.4万股 | -3,050股-4.15% | 减仓 |
| DDUTCH BROSBROS |
| 1.24% | 0.34% | $250.8万 | 3.5万股 | $60.1万 | 1.2万股 | +2.3万股+194.46% | 加仓 |
 美光科技MU |
| 1.2% | 0.52% | $242.5万 | 2,101股 | $91.6万 | 2,712股 | -611股-22.53% | 减仓 |
| IiShares安硕信托TIP |
| 1.17% | 1.37% | $235.3万 | 2.2万股 | $238.6万 | 2.2万股 | -114股-0.53% | 减仓 |
 英伟达NVDA |
| 0.84% | 0.84% | $169.9万 | 8,490股 | $145.9万 | 8,367股 | +123股+1.47% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.7% | 0.71% | $141.9万 | 1,900股 | $123.6万 | 1,900股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.67% | 0.71% | $134.2万 | 3.3万股 | $124.1万 | 3.2万股 | +692股+2.17% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 0.61% | 0.59% | $123.1万 | 1.5万股 | $102.6万 | 1.4万股 | +777股+5.46% | 加仓 |
 思科CSCO |
| 0.56% | 0.44% | $112.3万 | 9,561股 | $76.1万 | 9,803股 | -242股-2.47% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.55% | 0.56% | $110.5万 | 1.0万股 | $97.4万 | 1.0万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFCA |
| 0.51% | 0.56% | $102.3万 | 2.0万股 | $97.7万 | 2.0万股 | +786股+4.01% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.46% | 0.49% | $92.9万 | 2.5万股 | $85.2万 | 2.5万股 | +136股+0.54% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.45% | 0.53% | $91.1万 | 1.1万股 | $93.1万 | 1.2万股 | -661股-5.65% | 减仓 |
 沃尔玛WMT |
| 0.42% | 0.55% | $84.7万 | 7,481股 | $95.5万 | 7,681股 | -200股-2.60% | 减仓 |
| GGAMESTOPGME |
| 0.39% | 0.32% | $77.9万 | 3.5万股 | $56.4万 | 2.4万股 | +1.1万股+44.12% | 加仓 |
 财捷INTU |
| 0.37% | 0.74% | $75.4万 | 2,887股 | $128.9万 | 2,982股 | -95股-3.19% | 减仓 |
 苹果AAPL |
| 0.36% | 0.33% | $72.2万 | 2,496股 | $56.8万 | 2,237股 | +259股+11.58% | 加仓 |
 微软MSFT |
| 0.28% | 0.28% | $56.7万 | 1,519股 | $49.0万 | 1,324股 | +195股+14.73% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.24% | 0.25% | $49.3万 | 6,919股 | $44.4万 | 6,930股 | -11股-0.16% | 减仓 |
 亚马逊AMZN |
| 0.19% | 0.14% | $37.9万 | 1,591股 | $25.0万 | 1,198股 | +393股+32.80% | 加仓 |
 谷歌AGOOGL |
| 0.18% | 0.15% | $36.2万 | 1,014股 | $26.2万 | 910股 | +104股+11.43% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.16% | 0.15% | $32.4万 | 8,053股 | $26.3万 | 7,766股 | +287股+3.70% | 加仓 |
| IiShares安硕信托ITOT |
| 0.14% | 0.15% | $27.7万 | 1,686股 | $26.4万 | 1,856股 | -170股-9.16% | 减仓 |
 Meta平台META |
| 0.13% | 0.16% | $26.8万 | 476股 | $27.3万 | 476股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.13% | 0.15% | $25.6万 | 1,748股 | $26.2万 | 1,781股 | -33股-1.85% | 减仓 |
 特斯拉TSLA |
| 0.12% | 0.12% | $24.2万 | 576股 | $21.6万 | 581股 | -5股-0.86% | 减仓 |
| S嘉信·USSCHA |
| 0.11% | — | $22.1万 | 6,118股 | $0 | 0股 | +6,118股 | 新买入 |
 家得宝HD |
| 0.11% | 0.13% | $22.1万 | 626股 | $22.0万 | 668股 | -42股-6.29% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.11% | 0.14% | $21.2万 | 4,000股 | $24.5万 | 4,000股 | 00.00% | 持仓不变 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.1% | 0.12% | $20.7万 | 8,571股 | $20.5万 | 8,433股 | +138股+1.64% | 加仓 |
| NNORTHERN DYNASTY MINERALS LTNAK |
| 0.03% | 0.03% | $6.2万 | 3.2万股 | $4.5万 | 3.2万股 | 00.00% | 持仓不变 |
| BBRIDGER AEROSPACE GRP HLDGS IN COMBAER |
| 0.01% | 0.02% | $2.6万 | 1.4万股 | $2.7万 | 1.4万股 | 00.00% | 持仓不变 |
| LLUCID DIAGNOSTICS INC COMLUCD |
| 0.01% | 0.01% | $2.2万 | 2.1万股 | $2.4万 | 2.1万股 | 00.00% | 持仓不变 |
