| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 20.99% | 23.17% | $5,625.8万 | 68.7万股 | $4,574.2万 | 64.5万股 | +4.2万股+6.43% | 加仓 |
| G高盛ETF信托GBIL |
| 9.82% | 0.75% | $2,632.3万 | 26.3万股 | $148.5万 | 1.5万股 | +24.8万股+1,673.45% | 加仓 |
| EEA SERIES TRUSTAAEQ |
| 7.46% | 8.97% | $1,999.5万 | 37.6万股 | $1,769.9万 | 38.0万股 | -4,547股-1.20% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.6% | 6.39% | $1,769.0万 | 5.0万股 | $1,260.9万 | 4.4万股 | +6,113股+13.91% | 加仓 |
 谷歌AGOOGL |
| 5.91% | 6.35% | $1,582.8万 | 4.4万股 | $1,253.8万 | 4.4万股 | +687股+1.58% | 加仓 |
 英伟达NVDA |
| 3.95% | 4.14% | $1,058.2万 | 5.3万股 | $817.5万 | 4.7万股 | +6,010股+12.82% | 加仓 |
 苹果AAPL |
| 2.86% | 2.75% | $767.6万 | 2.7万股 | $543.0万 | 2.1万股 | +5,133股+23.99% | 加仓 |
| V先锋领航指数基金VOO |
| 2.66% | 3.14% | $712.7万 | 1.0万股 | $619.9万 | 1.0万股 | +2股+0.02% | 加仓 |
| FF/M COMPOUNDR U.S. AGGREGATE BOND ETFCPAG |
| 2.49% | 0.45% | $668.5万 | 6.5万股 | $89.4万 | 8,751股 | +5.6万股+644.31% | 加仓 |
| EEA SERIES TRUSTAAUA |
| 2.37% | 3.93% | $635.1万 | 11.2万股 | $776.2万 | 15.9万股 | -4.7万股-29.65% | 减仓 |
 亚马逊AMZN |
| 2.31% | 2.69% | $619.2万 | 2.6万股 | $530.7万 | 2.5万股 | +495股+1.94% | 加仓 |
| V先锋领航STAR基金VXUS |
| 2.08% | 2% | $556.2万 | 6.5万股 | $395.6万 | 5.1万股 | +1.4万股+26.82% | 加仓 |
 Arista网络ANET |
| 1.94% | 0.26% | $518.8万 | 3.1万股 | $51.6万 | 4,205股 | +2.6万股+626.21% | 加仓 |
 微软MSFT |
| 1.88% | 1.78% | $503.1万 | 1.3万股 | $351.8万 | 9,504股 | +3,983股+41.91% | 加仓 |
 博通AVGO |
| 1.84% | 3.41% | $493.6万 | 1.3万股 | $673.5万 | 2.2万股 | -8,692股-39.95% | 减仓 |
| IiShares安硕信托IXUS |
| 1.84% | 2.27% | $493.2万 | 5.2万股 | $447.7万 | 5.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 1.79% | 2.13% | $479.3万 | 10.8万股 | $419.9万 | 10.8万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 1.76% | 2.08% | $472.6万 | 1.3万股 | $409.7万 | 1.3万股 | +1股+0.01% | 加仓 |
 应用材料AMAT |
| 1.18% | 1.6% | $316.3万 | 4,375股 | $315.1万 | 9,220股 | -4,845股-52.55% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.08% | 1.29% | $289.8万 | 2.0万股 | $255.5万 | 2.0万股 | 00.00% | 持仓不变 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.93% | 1.1% | $249.6万 | 6.0万股 | $217.6万 | 5.9万股 | +630股+1.06% | 加仓 |
 VisaV |
| 0.92% | 0.75% | $247.8万 | 7,223股 | $148.8万 | 4,923股 | +2,300股+46.72% | 加仓 |
| V先锋领航指数基金VTV |
| 0.92% | 1.12% | $246.1万 | 1.1万股 | $221.4万 | 1.1万股 | +7股+0.06% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.86% | 1.06% | $231.3万 | 1.1万股 | $208.5万 | 1.1万股 | +4股+0.04% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.79% | 0.77% | $210.6万 | 6.2万股 | $152.5万 | 4.7万股 | +1.4万股+30.36% | 加仓 |
 新思科技SNPS |
| 0.61% | — | $163.5万 | 3,665股 | $0 | 0股 | +3,665股 | 新买入 |
 甲骨文ORCL |
| 0.57% | 0.6% | $154.0万 | 1.1万股 | $118.8万 | 8,078股 | +2,427股+30.04% | 加仓 |
 AMD超威AMD |
| 0.51% | 0.23% | $138.0万 | 2,376股 | $45.1万 | 2,218股 | +158股+7.12% | 加仓 |
 特斯拉TSLA |
| 0.48% | 0.36% | $129.4万 | 3,076股 | $71.6万 | 1,926股 | +1,150股+59.71% | 加仓 |
| IiShares安硕信托IVV |
| 0.48% | 0.57% | $128.5万 | 1,716股 | $112.1万 | 1,716股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.48% | 0.34% | $127.4万 | 1,104股 | $66.4万 | 1,965股 | -861股-43.82% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 0.46% | 0.54% | $122.9万 | 1.7万股 | $105.7万 | 1.7万股 | -237股-1.37% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.42% | 0.49% | $112.3万 | 8,216股 | $97.3万 | 8,216股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.41% | 0.38% | $110.1万 | 1,954股 | $74.3万 | 1,299股 | +655股+50.42% | 加仓 |
| IINVESCO S&P ULTRA DIVIDEND REVENUE ETFRDIV |
| 0.38% | — | $100.7万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| SSOUND POINT MERIDIAN CAP INCSPMC |
| 0.37% | 0.44% | $99.4万 | 10.0万股 | $86.7万 | 9.7万股 | +3,618股+3.74% | 加仓 |
 思科CSCO |
| 0.37% | 0.31% | $98.9万 | 8,421股 | $60.8万 | 7,832股 | +589股+7.52% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.33% | 0.39% | $87.9万 | 1.4万股 | $77.5万 | 1.3万股 | +693股+5.38% | 加仓 |
| PPGIM ULTRAPULS |
| 0.32% | 0.57% | $86.0万 | 1.7万股 | $112.4万 | 2.3万股 | -5,349股-23.57% | 减仓 |
 沃尔玛WMT |
| 0.24% | 0.75% | $64.7万 | 5,715股 | $148.1万 | 1.2万股 | -6,200股-52.04% | 减仓 |
| G高盛ETF信托GSST |
| 0.24% | 0.96% | $63.4万 | 1.3万股 | $189.2万 | 3.7万股 | -2.5万股-66.48% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.24% | 0.32% | $63.2万 | 1.1万股 | $63.8万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.23% | 0.27% | $62.2万 | 7,219股 | $52.6万 | 1,203股 | +6,016股+500.08% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.28% | $61.6万 | 1,231股 | $54.8万 | 1,144股 | +87股+7.60% | 加仓 |
 礼来LLY |
| 0.23% | 0.31% | $61.3万 | 511股 | $62.2万 | 676股 | -165股-24.41% | 减仓 |
 摩根大通JPM |
| 0.21% | 0.25% | $56.6万 | 1,730股 | $49.1万 | 1,669股 | +61股+3.65% | 加仓 |
 西部数据WDC |
| 0.21% | 0.1% | $55.1万 | 863股 | $20.6万 | 761股 | +102股+13.40% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.2% | 0.26% | $52.7万 | 1.1万股 | $52.3万 | 1.1万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.2% | 0.34% | $52.5万 | 3,350股 | $67.7万 | 3,629股 | -279股-7.69% | 减仓 |
| V先锋领航全球基金VGT |
| 0.17% | 0.15% | $45.1万 | 3,776股 | $29.4万 | 422股 | +3,354股+794.79% | 加仓 |
