| GGlobal X基金CLIP |
| 32.3% | 24.95% | $3,882.8万 | 38.8万股 | $2,921.9万 | 29.1万股 | +9.7万股+33.36% | 加仓 |
| TTOUCHSTONE ETF TRUSTNUSB |
| 10.63% | 1.52% | $1,278.1万 | 51.1万股 | $177.8万 | 7.0万股 | +44.1万股+627.95% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 6.15% | 14.58% | $739.1万 | 17.6万股 | $1,707.4万 | 40.4万股 | -22.8万股-56.48% | 减仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 5.75% | 10.52% | $691.0万 | 9.2万股 | $1,231.9万 | 16.5万股 | -7.3万股-44.12% | 减仓 |
| C资本集团固定收益ETF信托CGMS |
| 5.19% | 10.5% | $623.7万 | 23.1万股 | $1,229.7万 | 45.2万股 | -22.1万股-48.85% | 减仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 4.36% | — | $524.3万 | 15.4万股 | $0 | 0股 | +15.4万股 | 新买入 |
 PALO ALTOPANW |
| 3.71% | 0.02% | $446.0万 | 1.3万股 | $2.4万 | 150股 | +1.3万股+8,620.00% | 加仓 |
 CrowdStrikeCRWD |
| 3.16% | 0.08% | $379.8万 | 4,978股 | $9.2万 | 235股 | +4,743股+2,018.30% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3% | <0.01% | $360.1万 | 4,821股 | $1,957 | 3股 | +4,818股+160,600.00% | 加仓 |
 西部数据WDC |
| 2.92% | 1.63% | $350.8万 | 5,490股 | $191.3万 | 7,074股 | -1,584股-22.39% | 减仓 |
| I景顺QQQ信托VOO |
| 2.91% | <0.01% | $349.2万 | 4,745股 | $2,312 | 4股 | +4,741股+118,525.00% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.5% | 1.88% | $300.4万 | 6.8万股 | $220.4万 | 5.7万股 | +1.2万股+20.38% | 加仓 |
 英伟达NVDA |
| 1.93% | 1.54% | $232.3万 | 1.2万股 | $180.0万 | 1.0万股 | +1,292股+12.51% | 加仓 |
 RobinhoodHOOD |
| 1.11% | — | $133.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 苹果AAPL |
| 0.97% | 0.87% | $116.2万 | 4,021股 | $101.5万 | 3,998股 | +23股+0.58% | 加仓 |
 卡特彼勒CAT |
| 0.74% | 0.5% | $89.0万 | 836股 | $58.9万 | 832股 | +4股+0.48% | 加仓 |
| AAvantis·U SAVUV |
| 0.61% | 0.45% | $73.1万 | 5,848股 | $52.2万 | 4,724股 | +1,124股+23.79% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.57% | 0.44% | $68.1万 | 1.8万股 | $51.5万 | 1.5万股 | +3,905股+26.92% | 加仓 |
 宣伟SHW |
| 0.42% | 0.43% | $50.4万 | 1,465股 | $50.4万 | 1,571股 | -106股-6.75% | 减仓 |
 特灵科技TT |
| 0.41% | 0.36% | $49.5万 | 1,008股 | $42.0万 | 1,008股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.4% | 0.35% | $48.0万 | 1,905股 | $41.0万 | 1,883股 | +22股+1.17% | 加仓 |
| TTOUCHSTONE ETF TRUSTSIO |
| 0.37% | 0.34% | $44.6万 | 1.7万股 | $39.7万 | 1.5万股 | +1,662股+10.73% | 加仓 |
 博通AVGO |
| 0.33% | 0.25% | $40.0万 | 1,059股 | $29.7万 | 958股 | +101股+10.54% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.32% | 0.26% | $38.6万 | 3,014股 | $30.0万 | 2,699股 | +315股+11.67% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.31% | 0.23% | $37.3万 | 8,871股 | $26.5万 | 7,205股 | +1,666股+23.12% | 加仓 |
 摩根大通JPM |
| 0.3% | 0.28% | $36.3万 | 1,110股 | $32.5万 | 1,105股 | +5股+0.45% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.28% | 0.21% | $33.6万 | 3,497股 | $24.9万 | 3,086股 | +411股+13.32% | 加仓 |
| PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL |
| 0.28% | 0.25% | $33.4万 | 7,414股 | $29.4万 | 7,336股 | +78股+1.06% | 加仓 |
 DTE ENERGY COMDTE |
| 0.22% | 2.32% | $26.3万 | 1,730股 | $271.8万 | 2.1万股 | -1.9万股-91.58% | 减仓 |
 雅培ABT |
| 0.19% | 0.22% | $22.9万 | 2,520股 | $25.7万 | 2,504股 | +16股+0.64% | 加仓 |
 亚马逊AMZN |
| 0.18% | 0.17% | $21.4万 | 898股 | $19.4万 | 931股 | -33股-3.54% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.17% | 0.16% | $20.7万 | 5,305股 | $18.4万 | 5,244股 | +61股+1.16% | 加仓 |
 微软MSFT |
| 0.17% | 0.17% | $20.4万 | 547股 | $20.0万 | 542股 | +5股+0.92% | 加仓 |
 谷歌AGOOGL |
| 0.16% | 0.09% | $19.5万 | 545股 | $10.4万 | 361股 | +184股+50.97% | 加仓 |
| IiShares安硕信托IVV |
| 0.15% | 0.14% | $18.4万 | 246股 | $16.0万 | 246股 | 00.00% | 持仓不变 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.15% | 0.12% | $17.6万 | 1,081股 | $13.9万 | 1,201股 | -120股-9.99% | 减仓 |
 礼来LLY |
| 0.14% | 0.1% | $16.5万 | 138股 | $12.2万 | 132股 | +6股+4.55% | 加仓 |
 家得宝HD |
| 0.14% | 0.13% | $16.4万 | 464股 | $14.9万 | 454股 | +10股+2.20% | 加仓 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 0.13% | — | $15.9万 | 9,380股 | $0 | 0股 | +9,380股 | 新买入 |
 埃克森美孚XOM |
| 0.12% | 0.16% | $15.0万 | 1,094股 | $18.4万 | 1,087股 | +7股+0.64% | 加仓 |
 高盛GS |
| 0.11% | 0.1% | $13.7万 | 136股 | $11.5万 | 136股 | 00.00% | 持仓不变 |
 MGIC INVT WISMTG |
| 0.11% | 0.1% | $13.4万 | 4,779股 | $11.4万 | 4,351股 | +428股+9.84% | 加仓 |
| IiShares安硕信托IVW |
| 0.11% | 0.11% | $13.2万 | 958股 | $12.5万 | 1,102股 | -144股-13.07% | 减仓 |
 康宁GLW |
| 0.11% | 0.01% | $13.2万 | 517股 | $1.6万 | 117股 | +400股+341.88% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.11% | 0.1% | $12.8万 | 601股 | $11.5万 | 599股 | +2股+0.33% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.11% | 0.01% | $12.7万 | 3,098股 | $1.4万 | 329股 | +2,769股+841.64% | 加仓 |
 伊顿ETN |
| 0.1% | 0.09% | $12.1万 | 285股 | $10.6万 | 296股 | -11股-3.72% | 减仓 |
 AVANTIS INTLNGG |
| 0.1% | 0.04% | $12.1万 | 1,355股 | $4.5万 | 533股 | +822股+154.22% | 加仓 |
 波音BA |
| 0.1% | 0.09% | $11.9万 | 550股 | $10.9万 | 550股 | 00.00% | 持仓不变 |
| S道富SPHY |
| 0.1% | 0.09% | $11.7万 | 5,095股 | $11.1万 | 4,762股 | +333股+6.99% | 加仓 |
