| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 19.89% | 19.95% | $3,185.8万 | 76.3万股 | $2,859.0万 | 73.6万股 | +2.8万股+3.74% | 加仓 |
| AAvantis·U SAVUV |
| 13.03% | 12.89% | $2,087.8万 | 16.7万股 | $1,847.4万 | 16.0万股 | +7,685股+4.81% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 12.94% | 10.59% | $2,073.7万 | 38.1万股 | $1,517.5万 | 27.9万股 | +10.2万股+36.57% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 9.8% | 10.12% | $1,569.5万 | 46.0万股 | $1,450.5万 | 42.7万股 | +3.3万股+7.63% | 加仓 |
| IiShares安硕信托SHV |
| 7.7% | 8.18% | $1,233.1万 | 11.2万股 | $1,172.5万 | 10.6万股 | +5,374股+5.05% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 7.55% | 7.12% | $1,209.2万 | 30.1万股 | $1,020.3万 | 27.5万股 | +2.6万股+9.47% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 7.23% | 7.58% | $1,158.7万 | 14.0万股 | $1,086.5万 | 13.1万股 | +9,490股+7.26% | 加仓 |
| IiShares安硕信托GJS |
| 7.12% | 7.43% | $1,140.6万 | 50.1万股 | $1,064.2万 | 46.5万股 | +3.6万股+7.69% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 5.39% | 5.87% | $862.7万 | 8.4万股 | $841.8万 | 7.9万股 | +4,620股+5.84% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.49% | 1.56% | $238.0万 | 5.4万股 | $223.3万 | 5.4万股 | -85股-0.16% | 减仓 |
 英伟达NVDA |
| 1.44% | 1.6% | $230.8万 | 1.2万股 | $228.8万 | 1.2万股 | 00.00% | 持仓不变 |
| CCALAMOS ETF TRCPSD |
| 0.67% | 0.77% | $106.9万 | 4.0万股 | $110.8万 | 4.2万股 | -2,052股-4.88% | 减仓 |
| CCALAMOS ETF TRCPRA |
| 0.64% | 0.7% | $102.5万 | 3.7万股 | $101.0万 | 3.7万股 | 00.00% | 持仓不变 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 0.62% | 0.69% | $99.6万 | 3.9万股 | $98.9万 | 3.9万股 | +90股+0.23% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.55% | 0.57% | $88.3万 | 3.4万股 | $82.3万 | 3.2万股 | +1,335股+4.12% | 加仓 |
 苹果AAPL |
| 0.52% | 0.36% | $82.8万 | 2,863股 | $52.1万 | 1,977股 | +886股+44.82% | 加仓 |
 微软MSFT |
| 0.43% | 0.48% | $68.7万 | 1,841股 | $68.7万 | 1,634股 | +207股+12.67% | 加仓 |
 好市多COST |
| 0.41% | 0.4% | $66.0万 | 706股 | $57.5万 | 582股 | +124股+21.31% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.3% | 0.31% | $48.2万 | 6,893股 | $44.9万 | 6,893股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.29% | 0.2% | $46.7万 | 1,958股 | $29.1万 | 1,164股 | +794股+68.21% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | — | $44.9万 | 898股 | $0 | 0股 | +898股 | 新买入 |
| F第一信托交易所交易基金VIFAUG |
| 0.21% | 0.22% | $33.3万 | 5,888股 | $32.0万 | 5,888股 | 00.00% | 持仓不变 |
| CCALAMOS ETF TRCPSF |
| 0.19% | 0.21% | $30.8万 | 1.2万股 | $30.5万 | 1.2万股 | 00.00% | 持仓不变 |
| CCALAMOS ETF TRCPSR |
| 0.18% | 0.2% | $29.6万 | 1.1万股 | $29.3万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.17% | 0.19% | $27.3万 | 910股 | $26.6万 | 985股 | -75股-7.61% | 减仓 |
| CCALAMOS ETF TRCPRO |
| 0.17% | 0.18% | $26.9万 | 9,530股 | $26.3万 | 9,530股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.15% | 0.17% | $24.0万 | 635股 | $23.8万 | 597股 | +38股+6.37% | 加仓 |
 谷歌AGOOGL |
| 0.15% | 0.15% | $23.6万 | 661股 | $20.9万 | 622股 | +39股+6.27% | 加仓 |
 台积电TSM |
| 0.15% | — | $23.3万 | 488股 | $0 | 0股 | +488股 | 新买入 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.14% | — | $21.8万 | 2,647股 | $0 | 0股 | +2,647股 | 新买入 |
| DDimensional维度ETF信托DISV |
| 0.14% | 0.16% | $21.7万 | 5,410股 | $22.5万 | 5,410股 | 00.00% | 持仓不变 |
 BLACKROCK CORPOR HI YLD FD INC COMHYT |
| 0.08% | 0.09% | $13.2万 | 1.5万股 | $13.3万 | 1.5万股 | 00.00% | 持仓不变 |
