| DDimensional维度ETF信托DFAU |
| 34.1% | 44.57% | $1.68亿 | 326.0万股 | $1.41亿 | 311.8万股 | +14.2万股+4.54% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 12.13% | 17.11% | $5,991.1万 | 162.6万股 | $5,400.6万 | 159.0万股 | +3.6万股+2.29% | 加仓 |
| V先锋领航全球基金MGV |
| 10.4% | 0.26% | $5,137.6万 | 31.4万股 | $81.6万 | 5,631股 | +30.9万股+5,482.03% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 9.86% | 0.26% | $4,871.4万 | 55.4万股 | $83.3万 | 2,266股 | +55.2万股+24,354.10% | 加仓 |
| IiShares安硕信托IXUS |
| 6.2% | 0.25% | $3,061.9万 | 32.1万股 | $77.3万 | 8,927股 | +31.2万股+3,493.82% | 加仓 |
 微软MSFT |
| 5.78% | 8.89% | $2,856.7万 | 7.7万股 | $2,807.1万 | 7.6万股 | +749股+0.99% | 加仓 |
| J骏利Detroit策略信托JSMD |
| 4.04% | 9.58% | $1,997.1万 | 19.7万股 | $3,023.0万 | 38.1万股 | -18.4万股-48.22% | 减仓 |
| TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP |
| 3.71% | 5.5% | $1,831.1万 | 36.6万股 | $1,736.4万 | 39.3万股 | -2.7万股-6.99% | 减仓 |
| V先锋领航·MIDVO |
| 1.75% | — | $862.7万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
| A美国世纪ETF信托AVSC |
| 1.49% | — | $734.0万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 亚马逊AMZN |
| 1.42% | 1.66% | $702.6万 | 2.9万股 | $523.5万 | 2.5万股 | +4,343股+17.28% | 加仓 |
 苹果AAPL |
| 1.33% | 1.65% | $657.0万 | 2.3万股 | $519.3万 | 2.0万股 | +2,242股+10.96% | 加仓 |
 英伟达NVDA |
| 1.01% | 1.31% | $498.4万 | 2.5万股 | $412.3万 | 2.4万股 | +1,266股+5.36% | 加仓 |
 波音BA |
| 0.72% | 1.03% | $353.6万 | 1.6万股 | $325.0万 | 1.6万股 | +7股+0.04% | 加仓 |
 特斯拉TSLA |
| 0.56% | 0.77% | $275.0万 | 6,538股 | $242.3万 | 6,519股 | +19股+0.29% | 加仓 |
 好市多COST |
| 0.49% | 0.89% | $240.0万 | 2,565股 | $280.0万 | 2,810股 | -245股-8.72% | 减仓 |
| MMFS ACTIVE EXCHANGE TRADED FMFSV |
| 0.46% | 0.71% | $227.6万 | 8.0万股 | $223.4万 | 8.4万股 | -3,918股-4.69% | 减仓 |
| MMFS ACTIVEMFSI |
| 0.44% | 0.76% | $219.5万 | 6.8万股 | $240.5万 | 8.1万股 | -1.3万股-16.48% | 减仓 |
 星巴克SBUX |
| 0.38% | 0.54% | $190.1万 | 1.9万股 | $169.8万 | 1.9万股 | -347股-1.83% | 减仓 |
| IiShares安硕信托IVV |
| 0.38% | 0.49% | $186.7万 | 2,493股 | $155.0万 | 2,373股 | +120股+5.06% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.48% | $174.5万 | 2,337股 | $152.0万 | 2,337股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.35% | 0.54% | $172.4万 | 6,787股 | $169.3万 | 6,926股 | -139股-2.01% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.41% | $141.6万 | 2,830股 | $129.4万 | 2,699股 | +131股+4.85% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.27% | — | $131.7万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.24% | — | $120.6万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 PHILLIPS EDISON &PECO |
| 0.23% | 0.32% | $114.1万 | 2.7万股 | $101.9万 | 2.7万股 | +198股+0.73% | 加仓 |
| V先锋领航指数基金VTV |
| 0.19% | 0.27% | $94.9万 | 4,355股 | $85.4万 | 4,355股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.18% | 0.24% | $86.8万 | 3,579股 | $76.3万 | 3,572股 | +7股+0.20% | 加仓 |
 谷歌AGOOGL |
| 0.14% | 0.16% | $67.1万 | 1,877股 | $50.2万 | 1,745股 | +132股+7.56% | 加仓 |
| SSPDR黄金信托GLD |
| 0.13% | 0.23% | $63.0万 | 1,709股 | $73.5万 | 1,709股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.11% | 0.16% | $55.3万 | 3,498股 | $51.8万 | 3,498股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.1% | 0.14% | $50.6万 | 1,547股 | $44.0万 | 1,497股 | +50股+3.34% | 加仓 |
 辉瑞PFE |
| 0.09% | 0.17% | $45.1万 | 1.9万股 | $52.3万 | 1.9万股 | +94股+0.50% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.09% | 0.1% | $42.5万 | 1,203股 | $33.0万 | 1,152股 | +51股+4.43% | 加仓 |
 卡特彼勒CAT |
| 0.07% | 0.07% | $33.7万 | 316股 | $21.8万 | 308股 | +8股+2.60% | 加仓 |
| BBANK OF AMERBAC |
| 0.06% | — | $31.8万 | 5,574股 | $0 | 0股 | +5,574股 | 新买入 |
| J骏利Detroit策略信托VNLA |
| 0.06% | — | $29.8万 | 6,094股 | $0 | 0股 | +6,094股 | 新买入 |
 Meta平台META |
| 0.06% | 0.06% | $28.8万 | 512股 | $20.3万 | 354股 | +158股+44.63% | 加仓 |
 AMGEN COMAMGN |
| 0.05% | 0.08% | $25.0万 | 692股 | $23.9万 | 680股 | +12股+1.76% | 加仓 |
 NETFLIXNFLX |
| 0.05% | 0.11% | $25.0万 | 3,503股 | $33.8万 | 3,514股 | -11股-0.31% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.05% | 0.07% | $24.8万 | 1,046股 | $22.5万 | 1,046股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.05% | — | $23.8万 | 2,883股 | $0 | 0股 | +2,883股 | 新买入 |
| DDimensional维度ETF信托DFSI |
| 0.04% | — | $20.8万 | 4,609股 | $0 | 0股 | +4,609股 | 新买入 |
| V先锋领航全球基金VSGX |
| 0.04% | — | $20.8万 | 2,524股 | $0 | 0股 | +2,524股 | 新买入 |
| SSPDR道富系列信托BIL |
| 0.04% | 0.06% | $20.5万 | 2,240股 | $20.5万 | 2,236股 | +4股+0.18% | 加仓 |
 VisaV |
| 0.04% | — | $20.1万 | 587股 | $0 | 0股 | +587股 | 新买入 |
