| DDimensional维度ETF信托DFAC |
| 15.75% | 18.48% | $1,970.7万 | 44.4万股 | $1,772.6万 | 45.6万股 | -1.2万股-2.61% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 10.99% | 13.2% | $1,375.0万 | 37.3万股 | $1,265.9万 | 37.3万股 | +593股+0.16% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 7.97% | 8.5% | $997.4万 | 18.6万股 | $815.4万 | 15.5万股 | +3.1万股+19.71% | 加仓 |
| J骏利亨德森JAAA |
| 6.63% | 7.57% | $829.4万 | 16.4万股 | $726.2万 | 14.4万股 | +2.0万股+13.93% | 加仓 |
| IiShares安硕·AAA CLO ACTIVE ETFCLOA |
| 6.5% | 7.27% | $813.9万 | 15.7万股 | $697.7万 | 13.5万股 | +2.2万股+16.48% | 加仓 |
| IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG |
| 5.66% | 6.12% | $708.9万 | 28.3万股 | $587.4万 | 23.5万股 | +4.8万股+20.52% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 3.79% | 4.94% | $474.2万 | 11.2万股 | $473.4万 | 11.2万股 | +227股+0.20% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.82% | 3.31% | $353.2万 | 8.8万股 | $317.0万 | 8.0万股 | +7,646股+9.51% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.39% | 2.72% | $299.4万 | 7.6万股 | $260.6万 | 7.3万股 | +2,742股+3.76% | 加仓 |
 苹果AAPL |
| 2.27% | 1.92% | $284.0万 | 9,816股 | $184.2万 | 7,259股 | +2,557股+35.23% | 加仓 |
 英伟达NVDA |
| 2.1% | 1.26% | $263.1万 | 1.3万股 | $121.1万 | 6,942股 | +6,206股+89.40% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.9% | 2.26% | $238.0万 | 5.9万股 | $217.0万 | 6.4万股 | -4,899股-7.64% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.45% | 1.65% | $181.8万 | 4.7万股 | $158.7万 | 4.5万股 | +1,601股+3.54% | 加仓 |
| BBNY MELLON CORE BOND ETFBKAG |
| 1.15% | 1.23% | $144.3万 | 3.4万股 | $117.8万 | 2.8万股 | +6,478股+23.20% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.07% | 1.36% | $133.4万 | 1.6万股 | $130.1万 | 1.8万股 | -2,092股-11.44% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.97% | 1.12% | $121.3万 | 2.2万股 | $107.4万 | 2.0万股 | +2,100股+10.32% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.8% | 0.75% | $100.1万 | 2.3万股 | $72.1万 | 2.0万股 | +3,312股+16.44% | 加仓 |
 谷歌AGOOGL |
| 0.79% | 0.57% | $98.3万 | 2,750股 | $54.8万 | 1,907股 | +843股+44.21% | 加仓 |
 ADPADP |
| 0.78% | 0.91% | $98.1万 | 4,382股 | $86.8万 | 4,272股 | +110股+2.57% | 加仓 |
 摩根大通JPM |
| 0.77% | 0.29% | $96.6万 | 2,952股 | $27.8万 | 944股 | +2,008股+212.71% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.75% | 0.9% | $94.4万 | 2.8万股 | $86.3万 | 2.2万股 | +5,912股+26.32% | 加仓 |
 微软MSFT |
| 0.73% | 0.53% | $91.6万 | 2,455股 | $50.5万 | 1,365股 | +1,090股+79.85% | 加仓 |
| F第一信托交易所交易基金FDM |
| 0.69% | 0.78% | $86.4万 | 9,283股 | $75.2万 | 9,156股 | +127股+1.39% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.68% | 0.77% | $84.9万 | 1.7万股 | $73.7万 | 1.6万股 | +711股+4.41% | 加仓 |
| V先锋领航指数基金VTV |
| 0.66% | 0.59% | $83.2万 | 3,818股 | $57.0万 | 2,907股 | +911股+31.34% | 加仓 |
 美光科技MU |
| 0.62% | 0.24% | $77.8万 | 674股 | $22.8万 | 674股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 0.61% | 0.71% | $76.7万 | 1.9万股 | $67.6万 | 2.0万股 | -699股-3.57% | 减仓 |
 亚马逊AMZN |
| 0.61% | 0.45% | $76.1万 | 3,192股 | $43.4万 | 2,082股 | +1,110股+53.31% | 加仓 |
| BBNY MELLON ETF TRUST US LRG CP COREBKLC |
| 0.59% | 0.52% | $73.8万 | 5,148股 | $49.6万 | 3,975股 | +1,173股+29.51% | 加仓 |
 卡特彼勒CAT |
| 0.53% | 0.45% | $66.0万 | 620股 | $43.2万 | 609股 | +11股+1.81% | 加仓 |
 特斯拉TSLA |
| 0.5% | 0.47% | $63.0万 | 1,497股 | $45.5万 | 1,223股 | +274股+22.40% | 加仓 |
| V先锋领航·MIDVO |
| 0.47% | 0.51% | $58.2万 | 7,229股 | $48.9万 | 1,704股 | +5,525股+324.24% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.45% | — | $56.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| A美国世纪ETF信托AVLV |
| 0.43% | — | $54.2万 | 5,943股 | $0 | 0股 | +5,943股 | 新买入 |
| S道富SPSM |
| 0.42% | 0.45% | $53.2万 | 9,218股 | $43.2万 | 8,931股 | +287股+3.21% | 加仓 |
| SStrategyMSTR |
| 0.42% | 0.58% | $52.0万 | 5,982股 | $56.1万 | 4,494股 | +1,488股+33.11% | 加仓 |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 0.41% | — | $51.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| H哈特福德·FDS EXCHANGE TRADEDHCRB |
| 0.41% | — | $50.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.4% | — | $50.2万 | 670股 | $0 | 0股 | +670股 | 新买入 |
| EEA SERIES TRUSTBOXA |
| 0.39% | 0.48% | $49.3万 | 4,653股 | $46.2万 | 4,392股 | +261股+5.94% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 0.39% | 0.54% | $48.5万 | 4,144股 | $52.3万 | 4,495股 | -351股-7.81% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.38% | — | $47.0万 | 3,678股 | $0 | 0股 | +3,678股 | 新买入 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.37% | — | $46.5万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| GGRAYSCALE ETHEREUM MINI STAKING ETFETH |
| 0.36% | 0.46% | $45.3万 | 3.0万股 | $43.9万 | 2.2万股 | +8,074股+36.55% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.35% | 0.41% | $44.3万 | 1,082股 | $39.4万 | 1,106股 | -24股-2.17% | 减仓 |
 QUANTA SVCSPWR |
| 0.33% | — | $41.8万 | 580股 | $0 | 0股 | +580股 | 新买入 |
| SSPDR道富指数基金SPEM |
| 0.33% | 0.37% | $41.5万 | 8,014股 | $35.4万 | 7,550股 | +464股+6.15% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.31% | — | $39.1万 | 9,484股 | $0 | 0股 | +9,484股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.31% | 0.33% | $39.1万 | 569股 | $31.4万 | 525股 | +44股+8.38% | 加仓 |
 默沙东MRK |
| 0.31% | 0.3% | $38.3万 | 2,981股 | $28.9万 | 2,399股 | +582股+24.26% | 加仓 |
