| IiShares安硕信托ITOT |
| 24.46% | 22.32% | $3,383.5万 | 20.6万股 | $2,764.3万 | 19.4万股 | +1.2万股+6.13% | 加仓 |
| DDimensional维度ETF信托DGCB |
| 6.9% | 6.9% | $955.1万 | 17.5万股 | $854.7万 | 15.8万股 | +1.7万股+10.66% | 加仓 |
 苹果AAPL |
| 6.6% | 7.13% | $913.0万 | 3.2万股 | $882.6万 | 3.5万股 | -3,226股-9.28% | 减仓 |
| V先锋领航·SMALLVBR |
| 6.04% | 5.63% | $835.5万 | 3.4万股 | $697.4万 | 3.2万股 | +2,282股+7.11% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 5.82% | 5.34% | $805.0万 | 19.3万股 | $660.7万 | 18.0万股 | +1.3万股+7.33% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 5.76% | 5.4% | $796.6万 | 19.6万股 | $669.2万 | 19.4万股 | +2,315股+1.20% | 加仓 |
| V先锋领航斯科茨代尔基金BNDW |
| 5.59% | 5.6% | $773.5万 | 11.3万股 | $693.5万 | 10.1万股 | +1.1万股+11.25% | 加仓 |
 AVANTIS INTLNGG |
| 5.43% | 5.37% | $751.7万 | 8.4万股 | $664.7万 | 7.8万股 | +5,926股+7.56% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.59% | 2.75% | $357.6万 | 3.5万股 | $341.0万 | 3.4万股 | +553股+1.62% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.38% | 2.48% | $328.8万 | 7.4万股 | $307.0万 | 7.9万股 | -4,884股-6.18% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 2.35% | 3.77% | $325.3万 | 6.7万股 | $466.8万 | 9.7万股 | -3.0万股-30.91% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.79% | 1.76% | $247.7万 | 7.3万股 | $217.7万 | 6.8万股 | +5,021股+7.43% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.75% | 1.69% | $242.1万 | 3.0万股 | $209.4万 | 3.0万股 | +16股+0.05% | 加仓 |
| DDimensional维度ETF信托DXUV |
| 1.75% | 1.83% | $242.0万 | 3.6万股 | $227.2万 | 3.8万股 | -1,889股-4.93% | 减仓 |
 英伟达NVDA |
| 1.53% | 2.13% | $212.2万 | 1.1万股 | $263.4万 | 1.5万股 | -4,498股-29.78% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 1.47% | 1.61% | $203.4万 | 5.5万股 | $199.0万 | 5.6万股 | -1,395股-2.49% | 减仓 |
| A美国世纪ETF信托DXIV |
| 1.2% | 1.35% | $166.4万 | 2.4万股 | $166.6万 | 2.5万股 | -891股-3.61% | 减仓 |
 AMD超威AMD |
| 1.09% | 0.43% | $150.5万 | 2,591股 | $52.7万 | 2,591股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSD |
| 1.03% | 1.03% | $142.3万 | 3.0万股 | $127.5万 | 2.7万股 | +3,165股+11.88% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.96% | 0.91% | $133.1万 | 4.6万股 | $113.1万 | 4.3万股 | +3,416股+8.03% | 加仓 |
| IiShares安硕信托AGG |
| 0.74% | 0.84% | $101.9万 | 1.0万股 | $104.4万 | 1.1万股 | -220股-2.09% | 减仓 |
| EEA SERIES TRUSTBSVO |
| 0.72% | 0.8% | $99.5万 | 3.4万股 | $99.0万 | 3.9万股 | -4,928股-12.63% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 0.67% | 0.75% | $92.2万 | 1.7万股 | $92.9万 | 1.8万股 | -503股-2.84% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.61% | 0.37% | $85.0万 | 1.8万股 | $45.2万 | 1.1万股 | +7,229股+65.66% | 加仓 |
| GGlobal X基金AIQ |
| 0.59% | 0.47% | $81.6万 | 1.2万股 | $58.1万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDEV |
| 0.58% | 0.67% | $80.5万 | 9,049股 | $83.0万 | 9,928股 | -879股-8.85% | 减仓 |
 台积电TSM |
| 0.52% | 0.41% | $71.6万 | 1,499股 | $50.7万 | 1,499股 | 00.00% | 持仓不变 |
| GGlobal X基金QYLD |
| 0.51% | 0.51% | $70.6万 | 3.8万股 | $63.7万 | 3.7万股 | +1,142股+3.07% | 加仓 |
 谷歌AGOOGL |
| 0.46% | 0.44% | $63.8万 | 1,786股 | $55.1万 | 1,916股 | -130股-6.78% | 减仓 |
| DDimensional维度ETF信托DEHP |
| 0.45% | 0.4% | $62.5万 | 1.5万股 | $49.4万 | 1.5万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEV |
| 0.43% | 0.4% | $59.7万 | 1.4万股 | $50.1万 | 1.4万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 0.42% | 0.5% | $57.7万 | 1.1万股 | $61.3万 | 1.2万股 | -947股-8.15% | 减仓 |
 微软MSFT |
| 0.39% | 0.83% | $54.5万 | 1,462股 | $103.3万 | 2,790股 | -1,328股-47.60% | 减仓 |
 联合健康UNH |
| 0.39% | 0.27% | $53.9万 | 1,297股 | $33.5万 | 1,238股 | +59股+4.77% | 加仓 |
 埃克森美孚XOM |
| 0.34% | 0.81% | $47.5万 | 3,472股 | $100.3万 | 5,915股 | -2,443股-41.30% | 减仓 |
| DDimensional维度·USDFUV |
| 0.33% | 0.33% | $45.6万 | 8,295股 | $40.9万 | 8,432股 | -137股-1.62% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.3% | 0.36% | $40.9万 | 6,936股 | $44.4万 | 7,464股 | -528股-7.07% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.28% | 0.2% | $39.2万 | 8,695股 | $24.4万 | 5,765股 | +2,930股+50.82% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.28% | 0.41% | $39.0万 | 5,476股 | $50.8万 | 7,930股 | -2,454股-30.95% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.28% | 0.3% | $38.7万 | 6,262股 | $36.7万 | 6,271股 | -9股-0.14% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.27% | 0.27% | $37.9万 | 1,073股 | $33.3万 | 1,160股 | -87股-7.50% | 减仓 |
| V先锋领航指数基金VOO |
| 0.27% | 0.47% | $37.5万 | 546股 | $58.0万 | 971股 | -425股-43.77% | 减仓 |
 亚马逊AMZN |
| 0.27% | 0.38% | $36.7万 | 1,541股 | $46.6万 | 2,236股 | -695股-31.08% | 减仓 |
 沃尔玛WMT |
| 0.26% | 0.33% | $36.6万 | 3,232股 | $41.3万 | 3,321股 | -89股-2.68% | 减仓 |
 好市多COST |
| 0.26% | 0.32% | $35.6万 | 381股 | $39.2万 | 393股 | -12股-3.05% | 减仓 |
 博通AVGO |
| 0.26% | 0.23% | $35.5万 | 940股 | $29.1万 | 940股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.26% | — | $35.4万 | 307股 | $0 | 0股 | +307股 | 新买入 |
| WWisdomTree信托DEW |
| 0.26% | 0.27% | $35.4万 | 5,152股 | $33.7万 | 5,086股 | +66股+1.30% | 加仓 |
 麦当劳MCD |
| 0.23% | 0.29% | $31.6万 | 1,170股 | $36.3万 | 1,169股 | +1股+0.09% | 加仓 |
| PPacer基金信托COWZ |
| 0.22% | 0.28% | $31.1万 | 5,002股 | $34.9万 | 5,576股 | -574股-10.29% | 减仓 |
