| DDimensional维度ETF信托DFAC |
| 17.46% | 17.32% | $3,425.7万 | 77.2万股 | $3,021.0万 | 77.7万股 | -5,155股-0.66% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 11.09% | 11.12% | $2,176.7万 | 31.1万股 | $1,939.1万 | 31.1万股 | +903股+0.29% | 加仓 |
| S道富SPTI |
| 10.25% | 10.86% | $2,010.6万 | 70.8万股 | $1,894.2万 | 66.1万股 | +4.7万股+7.16% | 加仓 |
| IiShares安硕信托GVI |
| 7.55% | 7.55% | $1,481.0万 | 13.8万股 | $1,316.4万 | 12.4万股 | +1.4万股+10.97% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 5.46% | 5.48% | $1,072.2万 | 37.0万股 | $956.0万 | 36.0万股 | +1.0万股+2.90% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 5.2% | 4.92% | $1,019.9万 | 25.1万股 | $858.2万 | 24.8万股 | +2,565股+1.03% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 4.7% | 5% | $922.0万 | 24.7万股 | $872.6万 | 24.6万股 | +1,832股+0.75% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 4.36% | 5.02% | $854.8万 | 15.7万股 | $875.6万 | 16.2万股 | -5,223股-3.22% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 3.97% | 3.25% | $779.0万 | 14.5万股 | $567.3万 | 10.8万股 | +3.7万股+34.37% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 3.7% | 3.51% | $726.6万 | 17.4万股 | $612.6万 | 16.7万股 | +7,464股+4.48% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.47% | 3.32% | $681.2万 | 8.2万股 | $578.6万 | 7.0万股 | +1.3万股+17.88% | 加仓 |
| IiShares安硕信托STIP |
| 3.2% | 2.62% | $628.5万 | 6.2万股 | $457.1万 | 4.4万股 | +1.7万股+39.20% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 2.82% | 2.94% | $554.2万 | 16.2万股 | $513.2万 | 15.9万股 | +3,101股+1.95% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.61% | 2.83% | $512.8万 | 12.8万股 | $493.1万 | 12.5万股 | +2,761股+2.21% | 加仓 |
| G通用动力VTI |
| 2.37% | 2.24% | $465.0万 | 1.3万股 | $391.1万 | 1.2万股 | +376股+3.08% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.68% | 1.74% | $329.0万 | 8.9万股 | $303.9万 | 8.9万股 | -152股-0.17% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.61% | 1.4% | $315.0万 | 6.0万股 | $244.2万 | 4.7万股 | +1.3万股+27.95% | 加仓 |
| DDimensional维度·USDFUV |
| 1.59% | 1.58% | $312.1万 | 5.7万股 | $274.9万 | 5.7万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JMUB |
| 1.35% | 1.22% | $264.1万 | 5.2万股 | $213.0万 | 4.3万股 | +9,535股+22.38% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.93% | 0.86% | $182.9万 | 2.6万股 | $149.6万 | 2.3万股 | +2,338股+10.02% | 加仓 |
| IiShares安硕信托GVI |
| 0.92% | 1.04% | $181.3万 | 1.7万股 | $181.3万 | 1.7万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 0.71% | 0.78% | $139.0万 | 2.6万股 | $135.8万 | 2.6万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.61% | 0.61% | $119.7万 | 4,925股 | $107.0万 | 4,925股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.46% | 0.61% | $90.5万 | 9,113股 | $105.7万 | 1.0万股 | -997股-9.86% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.43% | 0.42% | $83.7万 | 1.8万股 | $73.7万 | 1.8万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.29% | 0.29% | $57.5万 | 7,013股 | $49.7万 | 7,013股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.26% | 0.28% | $51.5万 | 6,262股 | $49.1万 | 6,262股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSI |
| 0.17% | 0.18% | $33.7万 | 7,467股 | $31.7万 | 7,467股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFV |
| 0.16% | 0.18% | $31.7万 | 4,136股 | $30.8万 | 4,136股 | 00.00% | 持仓不变 |
| VVanEck ETF信托HYD |
| 0.15% | 0.16% | $28.7万 | 5,563股 | $27.9万 | 5,563股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSE |
| 0.13% | 0.13% | $25.4万 | 5,199股 | $22.0万 | 5,199股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.12% | — | $23.8万 | 319股 | $0 | 0股 | +319股 | 新买入 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.11% | — | $21.4万 | 4,183股 | $0 | 0股 | +4,183股 | 新买入 |
| DDimensional维度ETF信托DFIP |
| 0.1% | — | $20.1万 | 4,878股 | $0 | 0股 | +4,878股 | 新买入 |
