| DDimensional维度ETF信托DFAC |
| 40.17% | 39.16% | $1.15亿 | 258.2万股 | $1.02亿 | 262.1万股 | -3.9万股-1.47% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 19.83% | 20.45% | $5,654.4万 | 153.5万股 | $5,316.9万 | 156.5万股 | -3.0万股-1.94% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 11.94% | 12.8% | $3,405.2万 | 80.7万股 | $3,329.0万 | 78.8万股 | +1.8万股+2.31% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 7.27% | 6.6% | $2,072.2万 | 42.9万股 | $1,716.8万 | 35.8万股 | +7.1万股+19.69% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 7.01% | 6.65% | $1,999.1万 | 47.9万股 | $1,729.1万 | 47.0万股 | +8,675股+1.84% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 3.63% | 3.83% | $1,036.6万 | 19.3万股 | $996.5万 | 19.0万股 | +3,428股+1.80% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 2.02% | 2.1% | $576.7万 | 19.9万股 | $546.1万 | 20.5万股 | -6,405股-3.12% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 1.81% | 1.94% | $516.0万 | 9.5万股 | $504.5万 | 9.3万股 | +1,302股+1.39% | 加仓 |
| IiShares安硕信托AOA |
| 0.52% | 0.78% | $147.6万 | 1.5万股 | $202.6万 | 2.3万股 | -7,771股-33.94% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.52% | 0.62% | $147.6万 | 9,404股 | $160.9万 | 1.2万股 | -2,228股-19.15% | 减仓 |
 强生JNJ |
| 0.47% | 0.52% | $135.4万 | 5,331股 | $135.8万 | 5,556股 | -225股-4.05% | 减仓 |
 思科CSCO |
| 0.45% | 0.32% | $128.5万 | 1.1万股 | $84.4万 | 1.1万股 | +60股+0.55% | 加仓 |
 GE航空GE |
| 0.33% | 0.27% | $93.2万 | 2,495股 | $70.6万 | 2,488股 | +7股+0.28% | 加仓 |
 罗克韦尔自动化ROK |
| 0.28% | 0.22% | $80.0万 | 1,616股 | $57.8万 | 1,611股 | +5股+0.31% | 加仓 |
 GE VernovaGEV |
| 0.26% | 0.21% | $73.4万 | 625股 | $54.2万 | 621股 | +4股+0.64% | 加仓 |
| IiShares安硕信托AOR |
| 0.2% | 0.28% | $56.9万 | 8,181股 | $72.6万 | 1.1万股 | -3,097股-27.46% | 减仓 |
 3M COMMMM |
| 0.2% | 0.19% | $56.2万 | 3,468股 | $50.1万 | 3,452股 | +16股+0.46% | 加仓 |
| IIBMIBM |
| 0.17% | 0.16% | $47.3万 | 1,682股 | $40.5万 | 1,670股 | +12股+0.72% | 加仓 |
 英伟达NVDA |
| 0.14% | 0.11% | $40.2万 | 2,008股 | $29.1万 | 1,668股 | +340股+20.38% | 加仓 |
 苹果AAPL |
| 0.13% | 0.1% | $36.1万 | 1,249股 | $25.9万 | 1,022股 | +227股+22.21% | 加仓 |
 特斯拉TSLA |
| 0.12% | 0.12% | $35.3万 | 840股 | $30.9万 | 830股 | +10股+1.20% | 加仓 |
 星座能源CEG |
| 0.09% | 0.11% | $25.1万 | 1,011股 | $28.7万 | 1,027股 | -16股-1.56% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.08% | 0.06% | $21.6万 | 612股 | $16.3万 | 569股 | +43股+7.56% | 加仓 |
 微软MSFT |
| 0.07% | 0.06% | $21.1万 | 566股 | $14.8万 | 398股 | +168股+42.21% | 加仓 |
 亚马逊AMZN |
| 0.07% | 0.06% | $20.5万 | 860股 | $14.8万 | 712股 | +148股+20.79% | 加仓 |
 AMD超威AMD |
| 0.06% | 0.02% | $18.1万 | 312股 | $6.2万 | 306股 | +6股+1.96% | 加仓 |
 宝洁PG |
| 0.06% | 0.06% | $17.0万 | 1,162股 | $16.2万 | 1,120股 | +42股+3.75% | 加仓 |
 英特尔INTC |
| 0.06% | 0.02% | $16.8万 | 1,202股 | $5.0万 | 1,134股 | +68股+6.00% | 加仓 |
 礼来LLY |
| 0.06% | 0.04% | $16.4万 | 137股 | $11.5万 | 124股 | +13股+10.48% | 加仓 |
 百时美施贵宝BMY |
| 0.06% | 0.06% | $16.2万 | 2,813股 | $16.6万 | 2,737股 | +76股+2.78% | 加仓 |
 谷歌AGOOGL |
| 0.05% | 0.04% | $14.7万 | 411股 | $10.3万 | 357股 | +54股+15.13% | 加仓 |
| E爱克斯龙EXC |
| 0.05% | 0.06% | $14.3万 | 3,075股 | $15.3万 | 3,124股 | -49股-1.57% | 减仓 |
 SENECA FOODS NEWSENEA |
| 0.05% | 0.05% | $13.9万 | 800股 | $12.1万 | 800股 | 00.00% | 持仓不变 |
| SSENECA FOODS NEWSENEB |
| 0.05% | 0.05% | $13.9万 | 800股 | $11.9万 | 800股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.04% | 0.07% | $11.5万 | 1,309股 | $17.2万 | 2,251股 | -942股-41.85% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.04% | 0.05% | $11.2万 | 3,748股 | $13.3万 | 4,436股 | -688股-15.51% | 减仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 0.04% | 0.05% | $11.2万 | 2,381股 | $13.3万 | 2,819股 | -438股-15.54% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.04% | 0.05% | $10.5万 | 208股 | $13.9万 | 203股 | +5股+2.46% | 加仓 |
 博通AVGO |
| 0.04% | 0.03% | $10.5万 | 279股 | $7.9万 | 256股 | +23股+8.98% | 加仓 |
 Elevance健康ELV |
| 0.03% | 0.03% | $9.8万 | 254股 | $7.2万 | 244股 | +10股+4.10% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.03% | 0.05% | $9.0万 | 1,269股 | $12.2万 | 1,902股 | -633股-33.28% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.03% | 0.04% | $9.0万 | 1,785股 | $11.1万 | 2,203股 | -418股-18.97% | 减仓 |
 Meta平台META |
| 0.03% | 0.03% | $8.8万 | 156股 | $6.6万 | 115股 | +41股+35.65% | 加仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.03% | 0.03% | $8.2万 | 1,637股 | $7.7万 | 1,631股 | +6股+0.37% | 加仓 |
| SSONIDA SENIOR LIVINGSNDA |
| 0.03% | 0.02% | $8.1万 | 1,991股 | $6.4万 | 1,991股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.03% | 0.02% | $7.6万 | 232股 | $5.6万 | 190股 | +42股+22.11% | 加仓 |
| SSOLVENTUM COM SHSSOLV |
| 0.02% | 0.02% | $6.7万 | 865股 | $5.6万 | 858股 | +7股+0.82% | 加仓 |
 爱迪生联合电气ED |
| 0.02% | 0.02% | $5.6万 | 502股 | $5.5万 | 489股 | +13股+2.66% | 加仓 |
 美光科技MU |
| 0.02% | <0.01% | $5.4万 | 47股 | $7,095 | 21股 | +26股+123.81% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.02% | 0.02% | $4.9万 | 232股 | $4.9万 | 222股 | +10股+4.50% | 加仓 |
