| IiShares安硕信托SGOV |
| 13.99% | 15.2% | $1,860.8万 | 18.5万股 | $1,925.8万 | 19.1万股 | -6,477股-3.39% | 减仓 |
| GGMO US QUALITY ETFGMOV |
| 10.01% | 9.03% | $1,331.7万 | 32.0万股 | $1,143.7万 | 31.6万股 | +3,825股+1.21% | 加仓 |
 苹果AAPL |
| 6.61% | 6.09% | $879.3万 | 3.0万股 | $771.3万 | 3.0万股 | -2股-0.01% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 6.37% | 6.19% | $847.1万 | 18.0万股 | $784.6万 | 16.7万股 | +1.4万股+8.28% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 6.03% | 7.44% | $802.7万 | 6.0万股 | $942.2万 | 8.0万股 | -2.1万股-25.89% | 减仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity EtfBBIN |
| 5.5% | 5.27% | $731.9万 | 9.4万股 | $667.5万 | 9.1万股 | +2,456股+2.69% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 5.35% | 6.54% | $711.2万 | 23.6万股 | $828.3万 | 23.4万股 | +2,034股+0.87% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 4.89% | 4.74% | $650.6万 | 12.0万股 | $600.8万 | 11.4万股 | +6,610股+5.81% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 4.49% | 5.26% | $597.8万 | 6.1万股 | $666.0万 | 7.9万股 | -1.8万股-23.06% | 减仓 |
| SSPDR黄金信托GLD |
| 4.34% | 5.37% | $577.1万 | 1.6万股 | $680.0万 | 1.6万股 | -137股-0.87% | 减仓 |
| IiShares安硕信托IVV |
| 3.36% | 3.98% | $447.5万 | 5,975股 | $504.8万 | 7,728股 | -1,753股-22.68% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 2.7% | — | $359.9万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 2.41% | 3.02% | $320.9万 | 17.0万股 | $382.2万 | 15.7万股 | +1.3万股+8.51% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 2.38% | 2.46% | $316.8万 | 7.5万股 | $311.8万 | 7.4万股 | +1,205股+1.63% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.9% | 1.87% | $253.0万 | 2.4万股 | $236.5万 | 2.4万股 | +3股+0.01% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.63% | — | $216.5万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| SSPDR道富指数基金SPEM |
| 1.24% | 1.15% | $164.4万 | 3.2万股 | $146.1万 | 3.1万股 | +605股+1.94% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.13% | 1.13% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 VisaV |
| 1.11% | 1.03% | $147.7万 | 4,305股 | $130.1万 | 4,304股 | +1股+0.02% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.08% | 0.91% | $143.3万 | 4,766股 | $114.8万 | 4,627股 | +139股+3.00% | 加仓 |
 微软MSFT |
| 0.97% | 1.01% | $129.1万 | 3,460股 | $128.4万 | 3,469股 | -9股-0.26% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.97% | 2.32% | $128.8万 | 3.3万股 | $294.4万 | 8.4万股 | -5.1万股-60.49% | 减仓 |
 摩根大通JPM |
| 0.77% | 0.72% | $101.8万 | 3,110股 | $91.8万 | 3,121股 | -11股-0.35% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.72% | 0.73% | $95.6万 | 1,911股 | $91.9万 | 1,917股 | -6股-0.31% | 减仓 |
 甲骨文ORCL |
| 0.7% | 0.78% | $93.4万 | 6,376股 | $98.3万 | 6,683股 | -307股-4.59% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.7% | 0.28% | $93.3万 | 2,162股 | $35.7万 | 2,175股 | -13股-0.60% | 减仓 |
| IiShares安硕IEMG |
| 0.7% | 0.62% | $92.6万 | 1.1万股 | $78.0万 | 1.1万股 | +2股+0.02% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.67% | 0.53% | $88.7万 | 2.1万股 | $67.2万 | 1.9万股 | +1,991股+10.60% | 加仓 |
| BBRINKSBCO |
| 0.64% | 0.73% | $84.8万 | 8,975股 | $93.0万 | 8,975股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.61% | 0.56% | $81.4万 | 4,069股 | $70.7万 | 4,055股 | +14股+0.35% | 加仓 |
| HHARRIS OAKMARK ETF TRUSTOAKM |
| 0.61% | 0.45% | $80.8万 | 2.9万股 | $56.6万 | 2.1万股 | +8,151股+39.69% | 加仓 |
| PProShares信托SH |
| 0.44% | — | $58.3万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 GE航空GE |
| 0.43% | 0.34% | $57.2万 | 1,531股 | $43.2万 | 1,521股 | +10股+0.66% | 加仓 |
 亚马逊AMZN |
| 0.42% | 0.39% | $56.1万 | 2,354股 | $48.9万 | 2,346股 | +8股+0.34% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.4% | 0.39% | $53.4万 | 6,457股 | $49.6万 | 6,236股 | +221股+3.54% | 加仓 |
 卡地纳健康CAH |
| 0.34% | 0.31% | $44.7万 | 1,882股 | $39.7万 | 1,877股 | +5股+0.27% | 加仓 |
 GE VernovaGEV |
| 0.33% | 0.25% | $43.4万 | 369股 | $32.2万 | 369股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.32% | 0.3% | $42.2万 | 808股 | $37.4万 | 808股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.25% | $39.4万 | 1,115股 | $31.6万 | 1,102股 | +13股+1.18% | 加仓 |
 谷歌AGOOGL |
| 0.28% | 0.24% | $37.8万 | 1,058股 | $30.4万 | 1,058股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.27% | 0.24% | $35.5万 | 1,412股 | $30.7万 | 1,411股 | +1股+0.07% | 加仓 |
 埃克森美孚XOM |
| 0.25% | 0.34% | $33.1万 | 2,418股 | $42.5万 | 2,508股 | -90股-3.59% | 减仓 |
 洛克希德马丁LMT |
| 0.23% | 0.29% | $31.2万 | 613股 | $37.0万 | 612股 | +1股+0.16% | 加仓 |
 博通AVGO |
| 0.23% | 0.2% | $30.3万 | 802股 | $24.9万 | 803股 | -1股-0.12% | 减仓 |
| IiShares安硕信托IEV |
| 0.21% | 0.21% | $28.4万 | 3,900股 | $26.5万 | 3,900股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.21% | 0.19% | $27.8万 | 372股 | $24.2万 | 372股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.2% | 0.2% | $26.1万 | 1,028股 | $25.3万 | 1,035股 | -7股-0.68% | 减仓 |
 美光科技MU |
| 0.18% | — | $24.0万 | 208股 | $0 | 0股 | +208股 | 新买入 |
 雪佛龙CVX |
| 0.17% | 0.22% | $22.4万 | 1,352股 | $28.0万 | 1,354股 | -2股-0.15% | 减仓 |
 Meta平台META |
| 0.17% | 0.18% | $22.4万 | 397股 | $23.2万 | 405股 | -8股-1.98% | 减仓 |
