| DDimensional维度ETF信托DFAC |
| 11.38% | 9.45% | $1,620.4万 | 36.5万股 | $1,246.2万 | 32.1万股 | +4.5万股+13.91% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 10.3% | 8.28% | $1,465.8万 | 17.9万股 | $1,091.1万 | 15.1万股 | +2.7万股+18.12% | 加仓 |
| SSPDR黄金信托GLD |
| 8% | 10.39% | $1,139.2万 | 3.1万股 | $1,369.5万 | 3.2万股 | -902股-2.83% | 减仓 |
 苹果AAPL |
| 7.84% | 7.74% | $1,116.2万 | 3.9万股 | $1,020.1万 | 4.0万股 | -1,619股-4.03% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 5% | 4.65% | $712.1万 | 19.1万股 | $612.4万 | 17.2万股 | +1.9万股+10.87% | 加仓 |
| C资本集团股息价值CCBG |
| 4.37% | 3.97% | $622.8万 | 12.6万股 | $523.6万 | 12.3万股 | +3,287股+2.67% | 加仓 |
| I景顺QQQ信托VOO |
| 3.65% | 3.16% | $520.0万 | 7,062股 | $416.8万 | 7,222股 | -160股-2.22% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.5% | 3.65% | $497.8万 | 6,666股 | $480.8万 | 7,393股 | -727股-9.83% | 减仓 |
| IiShares黄金信托IAU |
| 3.36% | 4.23% | $478.0万 | 6.3万股 | $558.1万 | 6.3万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 2.88% | 2.4% | $409.5万 | 10.1万股 | $316.4万 | 9.2万股 | +9,183股+10.03% | 加仓 |
 Meta平台META |
| 2.56% | 2.81% | $364.3万 | 6,468股 | $370.1万 | 6,468股 | 00.00% | 持仓不变 |
| C资本集团成长ETFCGGR |
| 2.41% | 2.18% | $343.1万 | 7.3万股 | $287.4万 | 7.2万股 | +1,181股+1.65% | 加仓 |
 沃尔玛WMT |
| 1.9% | 2.37% | $270.0万 | 2.4万股 | $312.4万 | 2.5万股 | -1,298股-5.16% | 减仓 |
 帕兰提尔PLTR |
| 1.75% | 2.14% | $248.8万 | 2.1万股 | $282.5万 | 1.9万股 | +2,010股+10.41% | 加仓 |
| S道富SPYM |
| 1.34% | 1.36% | $191.2万 | 2.2万股 | $179.7万 | 2.3万股 | -1,717股-7.31% | 减仓 |
 英伟达NVDA |
| 1.31% | 0.99% | $187.0万 | 9,347股 | $129.9万 | 7,449股 | +1,898股+25.48% | 加仓 |
 博通AVGO |
| 1.22% | 1.36% | $174.2万 | 4,612股 | $179.7万 | 5,805股 | -1,193股-20.55% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.16% | 1.45% | $164.5万 | 3.1万股 | $191.3万 | 3.1万股 | -260股-0.83% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.02% | 1.04% | $144.6万 | 2,889股 | $137.4万 | 2,868股 | +21股+0.73% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.89% | 1.1% | $127.1万 | 1.6万股 | $144.7万 | 2.0万股 | -4,886股-23.95% | 减仓 |
| IiShares白银信托SLV |
| 0.8% | 1.14% | $113.8万 | 2.1万股 | $150.1万 | 2.2万股 | -745股-3.38% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.79% | 0.64% | $112.7万 | 1.7万股 | $84.0万 | 1.9万股 | -1,077股-5.81% | 减仓 |
 埃克森美孚XOM |
| 0.73% | 1.02% | $104.6万 | 7,651股 | $134.0万 | 7,897股 | -246股-3.12% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.71% | 0.91% | $101.6万 | 2.5万股 | $120.4万 | 3.1万股 | -6,275股-20.31% | 减仓 |
 谷歌AGOOGL |
| 0.67% | 0.58% | $96.0万 | 2,686股 | $76.9万 | 2,673股 | +13股+0.49% | 加仓 |
 微软MSFT |
| 0.66% | 1.24% | $94.6万 | 2,535股 | $163.1万 | 4,405股 | -1,870股-42.45% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.65% | 0.69% | $93.2万 | 1,325股 | $90.6万 | 1,469股 | -144股-9.80% | 减仓 |
| IiShares安硕·ETHEREUM TRETHA |
| 0.59% | 0.85% | $83.4万 | 7.0万股 | $111.9万 | 7.1万股 | -544股-0.77% | 减仓 |
 联合包裹UPSUPS |
| 0.57% | 0.55% | $81.1万 | 7,547股 | $72.3万 | 7,353股 | +194股+2.64% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.52% | 0.53% | $73.7万 | 1.5万股 | $69.4万 | 1.5万股 | -569股-3.74% | 减仓 |
 好市多COST |
| 0.48% | 0.02% | $68.3万 | 730股 | $3.1万 | 31股 | +699股+2,254.84% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.46% | 0.5% | $65.7万 | 1.2万股 | $65.3万 | 1.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFCF |
| 0.46% | 0.47% | $65.5万 | 1.6万股 | $61.6万 | 1.5万股 | +928股+6.36% | 加仓 |
| FFirst Trust Technology Alphadex Fund EtfFXL |
| 0.46% | 0.36% | $65.2万 | 3,000股 | $47.7万 | 3,000股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.44% | 0.49% | $62.5万 | 1.6万股 | $64.1万 | 1.9万股 | -3,410股-18.00% | 减仓 |
 阿里巴巴BABA |
| 0.42% | 0.6% | $59.4万 | 6,186股 | $79.0万 | 6,295股 | -109股-1.73% | 减仓 |
 VisaV |
| 0.4% | 0.39% | $57.6万 | 1,680股 | $50.8万 | 1,680股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 0.4% | 0.43% | $56.3万 | 4,782股 | $56.8万 | 4,942股 | -160股-3.24% | 减仓 |
 亚马逊AMZN |
| 0.39% | 0.36% | $56.2万 | 2,358股 | $47.9万 | 2,301股 | +57股+2.48% | 加仓 |
| S道富SPAB |
| 0.39% | 0.43% | $55.8万 | 2.2万股 | $56.8万 | 2.2万股 | -313股-1.41% | 减仓 |
| S道富SPSM |
| 0.35% | 0.32% | $49.4万 | 8,574股 | $42.3万 | 8,755股 | -181股-2.07% | 减仓 |
 美光科技MU |
| 0.32% | — | $46.2万 | 400股 | $0 | 0股 | +400股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.31% | 0.27% | $43.6万 | 1,452股 | $36.0万 | 1,452股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 0.29% | 0.36% | $41.8万 | 1,684股 | $47.0万 | 1,684股 | 00.00% | 持仓不变 |
| IiShares安硕信托FXI |
| 0.27% | 0.34% | $39.0万 | 1.2万股 | $44.3万 | 1.2万股 | +3股+0.02% | 加仓 |
 家得宝HD |
| 0.27% | 0.28% | $38.7万 | 1,097股 | $36.8万 | 1,118股 | -21股-1.88% | 减仓 |
| TTEMPUS AITEM |
| 0.22% | 0.22% | $31.9万 | 5,500股 | $29.4万 | 6,500股 | -1,000股-15.38% | 减仓 |
 纽蒙特NEM |
| 0.22% | 0.27% | $31.2万 | 3,342股 | $36.2万 | 3,342股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.22% | 0.21% | $31.2万 | 1,317股 | $28.3万 | 1,317股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.21% | 0.17% | $29.9万 | 800股 | $22.8万 | 804股 | -4股-0.50% | 减仓 |
