| DDimensional维度ETF信托DCOR |
| 12.6% | 11.92% | $2,703.6万 | 33.0万股 | $2,287.3万 | 31.7万股 | +1.2万股+3.92% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 8.83% | 9.6% | $1,894.4万 | 40.4万股 | $1,843.3万 | 39.2万股 | +1.2万股+3.08% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 8.54% | 8.92% | $1,833.3万 | 69.1万股 | $1,711.1万 | 65.3万股 | +3.8万股+5.85% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 8.03% | 8.68% | $1,723.4万 | 40.8万股 | $1,666.4万 | 39.5万股 | +1.4万股+3.45% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 7.96% | 8.35% | $1,708.6万 | 45.9万股 | $1,603.2万 | 45.1万股 | +7,333股+1.63% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 7.94% | 8.1% | $1,704.0万 | 38.4万股 | $1,554.7万 | 40.0万股 | -1.6万股-3.98% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 7.17% | 6.84% | $1,538.1万 | 36.9万股 | $1,312.8万 | 35.7万股 | +1.1万股+3.21% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.41% | 2.28% | $517.4万 | 12.7万股 | $438.0万 | 12.7万股 | +541股+0.43% | 加仓 |
| A美国世纪ETF信托AVUS |
| 2.41% | 2.25% | $516.6万 | 4.0万股 | $432.8万 | 3.9万股 | +1,408股+3.62% | 加仓 |
| V先锋领航指数基金VOO |
| 2.27% | 2.22% | $487.1万 | 7,092股 | $425.4万 | 7,120股 | -28股-0.39% | 减仓 |
| S道富SPYV |
| 1.35% | 1.4% | $289.1万 | 4.8万股 | $269.0万 | 4.8万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 1.34% | 1.36% | $286.8万 | 4.0万股 | $260.2万 | 4.1万股 | -360股-0.89% | 减仓 |
| IiShares安硕信托IBDS |
| 1.26% | 1.4% | $271.4万 | 11.2万股 | $268.4万 | 11.1万股 | +1,367股+1.23% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.24% | 1.25% | $266.7万 | 8.6万股 | $239.7万 | 8.6万股 | -304股-0.35% | 减仓 |
| IiShares安硕信托IBDR |
| 1.23% | 1.33% | $263.0万 | 10.9万股 | $254.8万 | 10.5万股 | +3,427股+3.26% | 加仓 |
| V先锋领航指数基金VTV |
| 1.14% | 1.14% | $243.6万 | 1.1万股 | $219.4万 | 1.1万股 | 00.00% | 持仓不变 |
| IInnovator ETF信托PFEB |
| 1.12% | 1.16% | $239.7万 | 5.6万股 | $223.2万 | 5.6万股 | 00.00% | 持仓不变 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.04% | 0.9% | $223.1万 | 3.3万股 | $172.0万 | 2.7万股 | +6,101股+22.67% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.93% | 1.01% | $200.2万 | 2.4万股 | $193.3万 | 2.4万股 | -54股-0.22% | 减仓 |
| IiShares安硕信托IBDT |
| 0.92% | 0.91% | $196.7万 | 7.8万股 | $175.2万 | 6.9万股 | +8,729股+12.62% | 加仓 |
| I景顺·RAFI DEVELOPED MARKETS EX-U.S. ETFPXF |
| 0.89% | 0.92% | $192.0万 | 2.5万股 | $177.4万 | 2.5万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.77% | 0.75% | $165.8万 | 5.7万股 | $143.7万 | 5.7万股 | 00.00% | 持仓不变 |
| PPGIM AAAPAAA |
| 0.76% | 0.6% | $162.9万 | 3.2万股 | $114.9万 | 2.2万股 | +9,315股+41.48% | 加仓 |
 AVANTIS INTLNGG |
| 0.7% | 0.73% | $150.3万 | 1.7万股 | $140.7万 | 1.7万股 | +269股+1.62% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.69% | 0.73% | $148.4万 | 2.7万股 | $139.4万 | 2.6万股 | +1,047股+3.96% | 加仓 |
| IiShares安硕·COREIJR |
| 0.69% | 0.65% | $147.9万 | 9,975股 | $124.0万 | 9,975股 | 00.00% | 持仓不变 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN |
| 0.69% | 0.59% | $147.1万 | 3.4万股 | $114.0万 | 2.7万股 | +6,781股+24.88% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.65% | 0.7% | $139.5万 | 6.1万股 | $134.1万 | 5.9万股 | +2,456股+4.20% | 加仓 |
 艾伯维ABBV |
| 0.58% | — | $123.8万 | 4,919股 | $0 | 0股 | +4,919股 | 新买入 |
| DDimensional维度ETF信托DFSV |
| 0.57% | 0.57% | $121.4万 | 3.1万股 | $109.9万 | 3.1万股 | -65股-0.21% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.55% | 0.58% | $118.5万 | 2.9万股 | $110.8万 | 2.8万股 | +292股+1.03% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.56% | $111.8万 | 2,234股 | $107.1万 | 2,234股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.51% | 0.55% | $109.1万 | 4,973股 | $106.5万 | 5,553股 | -580股-10.44% | 减仓 |
| IiShares安硕信托IBTH |
| 0.51% | 0.55% | $108.9万 | 4.9万股 | $105.4万 | 4.7万股 | +1,675股+3.56% | 加仓 |
| S嘉信策略信托SCHC |
| 0.49% | 0.51% | $104.6万 | 2.0万股 | $97.4万 | 2.0万股 | -90股-0.45% | 减仓 |
| IiShares安硕EEMV |
| 0.45% | 0.43% | $95.7万 | 1.3万股 | $82.3万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.44% | 0.43% | $94.7万 | 1.2万股 | $82.9万 | 1.2万股 | 00.00% | 持仓不变 |
| LLISTED FDS TRHEGD |
| 0.43% | 0.42% | $91.3万 | 3.4万股 | $81.0万 | 3.3万股 | +1,446股+4.41% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.42% | 0.45% | $91.0万 | 2.7万股 | $86.0万 | 2.7万股 | 00.00% | 持仓不变 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.41% | 0.39% | $87.4万 | 3,195股 | $75.5万 | 3,195股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.37% | — | $79.0万 | 8,704股 | $0 | 0股 | +8,704股 | 新买入 |
| A美国世纪ETF信托AVLV |
| 0.36% | 0.35% | $76.9万 | 8,431股 | $68.0万 | 8,431股 | 00.00% | 持仓不变 |
| IInnovator ETF信托PAPR |
| 0.35% | 0.19% | $75.8万 | 1.8万股 | $37.4万 | 9,394股 | +8,573股+91.26% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 0.33% | 0.3% | $71.2万 | 2.2万股 | $57.2万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares High Yield Systematic Bond ETFHYDB |
| 0.32% | 0.37% | $67.8万 | 1.4万股 | $70.1万 | 1.5万股 | -568股-3.77% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.32% | 0.34% | $67.6万 | 1.7万股 | $65.2万 | 1.7万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IIEELV |
| 0.31% | 0.36% | $67.6万 | 2.4万股 | $68.2万 | 2.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.31% | 0.35% | $66.6万 | 1,785股 | $67.6万 | 1,826股 | -41股-2.25% | 减仓 |
| IiShares安硕信托IBTI |
| 0.31% | 0.3% | $66.0万 | 3.0万股 | $58.3万 | 2.6万股 | +3,614股+13.81% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.3% | 0.32% | $63.8万 | 6,331股 | $61.5万 | 6,118股 | +213股+3.48% | 加仓 |
