| IiShares安硕信托ITOT |
| 37.32% | 36.16% | $4,015.4万 | 24.4万股 | $3,329.4万 | 23.4万股 | +1.1万股+4.57% | 加仓 |
| IiShares安硕信托IDEV |
| 14.85% | 16.84% | $1,597.6万 | 17.9万股 | $1,550.4万 | 18.6万股 | -6,034股-3.25% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 11.84% | 12.49% | $1,274.5万 | 21.6万股 | $1,150.2万 | 19.3万股 | +2.3万股+11.87% | 加仓 |
| IiShares安硕IEMG |
| 9.41% | 8.96% | $1,012.0万 | 12.2万股 | $824.7万 | 11.8万股 | +3,929股+3.32% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 5.39% | 5.61% | $579.8万 | 11.5万股 | $516.2万 | 10.3万股 | +1.2万股+11.68% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 4.89% | 4.91% | $526.3万 | 11.0万股 | $452.3万 | 9.4万股 | +1.6万股+16.69% | 加仓 |
| V先锋领航指数基金VOO |
| 3% | 2.7% | $323.3万 | 4,385股 | $248.9万 | 4,312股 | +73股+1.69% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.73% | 3.17% | $293.6万 | 3.8万股 | $292.1万 | 3.7万股 | +434股+1.16% | 加仓 |
 AVANTIS INTLNGG |
| 2.64% | 1.89% | $284.1万 | 3.2万股 | $174.0万 | 2.1万股 | +1.1万股+55.31% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.88% | 1.55% | $202.1万 | 2.0万股 | $142.7万 | 1.4万股 | +5,325股+37.27% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.87% | 2.01% | $201.5万 | 3.7万股 | $184.6万 | 3.5万股 | +2,330股+6.66% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.54% | 1.65% | $165.9万 | 2.4万股 | $152.3万 | 2.4万股 | -664股-2.72% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.51% | 0.57% | $54.8万 | 1,095股 | $52.5万 | 1,095股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.51% | — | $54.4万 | 1,794股 | $0 | 0股 | +1,794股 | 新买入 |
| DDimensional维度·USDFUV |
| 0.43% | 0.48% | $46.7万 | 8,496股 | $44.4万 | 9,166股 | -670股-7.31% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.26% | 0.27% | $28.1万 | 3,433股 | $25.2万 | 3,549股 | -116股-3.27% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.26% | 0.27% | $27.6万 | 3,358股 | $24.8万 | 3,486股 | -128股-3.67% | 减仓 |
| VVISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETFAIS |
| 0.25% | — | $27.0万 | 3,163股 | $0 | 0股 | +3,163股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.22% | 0.22% | $23.9万 | 1,928股 | $20.6万 | 482股 | +1,446股+300.00% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.19% | 0.24% | $20.8万 | 6,262股 | $22.3万 | 5,808股 | +454股+7.82% | 加仓 |
