| IiShares安硕信托IVV |
| 20.72% | 23.99% | $4,759.9万 | 6.4万股 | $4,424.1万 | 6.8万股 | -4,169股-6.16% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 8.09% | 5.7% | $1,859.3万 | 44.0万股 | $1,051.8万 | 24.9万股 | +19.1万股+76.82% | 加仓 |
| I景顺·S&PSPHQ |
| 5.31% | 5.08% | $1,220.8万 | 13.5万股 | $937.6万 | 12.5万股 | +1.1万股+8.66% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 5.11% | 5.19% | $1,175.1万 | 7.3万股 | $956.5万 | 8.5万股 | -1.3万股-14.74% | 减仓 |
| A美国世纪ETF信托AVUS |
| 4.58% | 4% | $1,052.4万 | 8.2万股 | $737.3万 | 6.6万股 | +1.6万股+23.89% | 加仓 |
 AVANTIS INTLNGG |
| 4.52% | 3.75% | $1,039.7万 | 11.7万股 | $690.8万 | 8.1万股 | +3.5万股+43.14% | 加仓 |
| IiShares安硕信托IGM |
| 4.05% | 3.85% | $929.7万 | 5.7万股 | $710.5万 | 6.0万股 | -3,120股-5.20% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 3.88% | 4.34% | $891.6万 | 33.6万股 | $800.0万 | 30.5万股 | +3.1万股+10.11% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.54% | 4.42% | $814.4万 | 10.3万股 | $815.4万 | 10.3万股 | +184股+0.18% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.39% | 3.24% | $779.1万 | 9.4万股 | $597.3万 | 7.2万股 | +2.2万股+30.60% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.26% | 2.06% | $750.1万 | 18.2万股 | $380.3万 | 9.8万股 | +8.4万股+86.29% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.81% | 2.98% | $645.2万 | 8.3万股 | $549.4万 | 7.0万股 | +1.3万股+18.19% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.73% | 1.47% | $627.9万 | 6.5万股 | $270.5万 | 3.4万股 | +3.2万股+93.87% | 加仓 |
| B贝莱德ETF信托IALT |
| 2.62% | — | $601.5万 | 21.4万股 | $0 | 0股 | +21.4万股 | 新买入 |
 苹果AAPL |
| 2.48% | 2.81% | $568.8万 | 2.0万股 | $518.7万 | 2.0万股 | -781股-3.82% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.32% | 2.13% | $533.1万 | 12.8万股 | $393.7万 | 10.7万股 | +2.1万股+19.30% | 加仓 |
 博通AVGO |
| 2.17% | 2.28% | $497.5万 | 1.3万股 | $420.4万 | 1.4万股 | -414股-3.05% | 减仓 |
 英特尔INTC |
| 1.61% | — | $370.6万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| F第一信托交易所交易基金FPX |
| 1.21% | 0.68% | $276.9万 | 1.4万股 | $126.0万 | 7,704股 | +6,737股+87.45% | 加仓 |
| GGlobal X基金PAVE |
| 1.15% | 0.62% | $264.6万 | 4.5万股 | $113.5万 | 2.2万股 | +2.3万股+101.00% | 加仓 |
 英伟达NVDA |
| 0.76% | 1.21% | $175.0万 | 8,745股 | $223.1万 | 1.3万股 | -4,046股-31.63% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 0.75% | 0.98% | $172.3万 | 1.5万股 | $179.8万 | 1.5万股 | -745股-4.82% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.68% | 1.08% | $155.6万 | 1.5万股 | $199.8万 | 2.0万股 | -4,396股-22.25% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.65% | 0.86% | $150.2万 | 3.4万股 | $159.0万 | 4.1万股 | -7,064股-17.26% | 减仓 |
 微软MSFT |
| 0.6% | 0.79% | $137.3万 | 3,681股 | $146.4万 | 3,956股 | -275股-6.95% | 减仓 |
 台积电TSM |
| 0.56% | 0.37% | $129.2万 | 2,705股 | $68.6万 | 2,030股 | +675股+33.25% | 加仓 |
| S嘉信·USSCHX |
| 0.55% | 0.15% | $126.6万 | 4.3万股 | $27.0万 | 1.1万股 | +3.3万股+309.22% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.53% | 0.55% | $122.3万 | 1.7万股 | $102.3万 | 1.6万股 | +1,206股+7.56% | 加仓 |
 VanEck ETF信托SMH |
| 0.51% | 0.35% | $117.3万 | 1,789股 | $64.8万 | 1,690股 | +99股+5.86% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.44% | 0.48% | $100.8万 | 1.7万股 | $88.2万 | 1.6万股 | +562股+3.44% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.44% | 0.46% | $100.5万 | 2,845股 | $84.7万 | 2,953股 | -108股-3.66% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.41% | 0.54% | $93.1万 | 1.4万股 | $99.3万 | 1.6万股 | -1,759股-11.32% | 减仓 |
 阿斯麦ASML |
| 0.4% | 0.41% | $92.2万 | 463股 | $76.0万 | 575股 | -112股-19.48% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.38% | 0.62% | $88.3万 | 1.7万股 | $113.7万 | 2.3万股 | -5,346股-23.45% | 减仓 |
 Meta平台META |
| 0.37% | 0.5% | $85.9万 | 1,525股 | $91.5万 | 1,600股 | -75股-4.69% | 减仓 |
 洛克希德马丁LMT |
| 0.36% | 0.56% | $83.2万 | 1,634股 | $102.6万 | 1,697股 | -63股-3.71% | 减仓 |
 亚马逊AMZN |
| 0.32% | 0.38% | $73.4万 | 3,079股 | $70.8万 | 3,399股 | -320股-9.41% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.26% | 0.27% | $60.1万 | 1,999股 | $49.6万 | 1,999股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.26% | 2.23% | $60.0万 | 873股 | $411.8万 | 6,892股 | -6,019股-87.33% | 减仓 |
| G通用动力VTI |
| 0.25% | 0.22% | $57.8万 | 1,561股 | $40.2万 | 1,253股 | +308股+24.58% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.28% | $57.6万 | 772股 | $51.4万 | 791股 | -19股-2.40% | 减仓 |
 谷歌AGOOGL |
| 0.24% | 0.32% | $54.4万 | 1,522股 | $59.6万 | 2,072股 | -550股-26.54% | 减仓 |
| S嘉信·USSCHA |
| 0.23% | 0.23% | $53.8万 | 1.5万股 | $43.3万 | 1.5万股 | +18股+0.12% | 加仓 |
| S嘉信策略信托SCHF |
| 0.22% | 0.25% | $50.9万 | 1.8万股 | $45.2万 | 1.8万股 | +83股+0.45% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 0.21% | 0.45% | $48.1万 | 4,767股 | $83.8万 | 8,380股 | -3,613股-43.11% | 减仓 |
| IiShares安硕IEMG |
| 0.21% | 0.21% | $47.5万 | 5,734股 | $38.8万 | 5,569股 | +165股+2.96% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.2% | 0.9% | $45.8万 | 1,937股 | $166.5万 | 7,744股 | -5,807股-74.99% | 减仓 |
| IiShares黄金信托IAU |
| 0.2% | 0.29% | $45.8万 | 6,068股 | $53.5万 | 6,068股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.2% | 0.34% | $44.9万 | 6,286股 | $61.9万 | 6,437股 | -151股-2.35% | 减仓 |
 AMD超威AMD |
| 0.19% | 0.11% | $42.5万 | 732股 | $20.2万 | 994股 | -262股-26.36% | 减仓 |
