| DDimensional维度ETF信托DFAC |
| 23.62% | 20.96% | $3,646.6万 | 82.2万股 | $2,570.4万 | 66.6万股 | +15.6万股+23.35% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 10.85% | 11.14% | $1,675.4万 | 30.8万股 | $1,366.0万 | 24.6万股 | +6.2万股+25.15% | 加仓 |
| A美国世纪ETF信托AVUS |
| 7.27% | 7.84% | $1,121.9万 | 8.8万股 | $961.5万 | 8.8万股 | -866股-0.98% | 减仓 |
| DDimensional维度ETF信托DGCB |
| 6.2% | 6.22% | $956.6万 | 17.5万股 | $763.4万 | 13.8万股 | +3.7万股+27.09% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 6.05% | 6.05% | $934.9万 | 25.1万股 | $741.4万 | 22.6万股 | +2.5万股+10.96% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 5.9% | 6.09% | $911.1万 | 18.9万股 | $746.3万 | 15.6万股 | +3.3万股+21.19% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.14% | 2.7% | $485.3万 | 11.9万股 | $331.2万 | 10.3万股 | +1.6万股+15.63% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 2.69% | 3.45% | $415.9万 | 8.7万股 | $423.3万 | 8.8万股 | -754股-0.86% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 2.49% | 1.58% | $384.3万 | 7.6万股 | $193.5万 | 3.8万股 | +3.8万股+98.57% | 加仓 |
 AVANTIS INTLNGG |
| 2.47% | 2.81% | $380.8万 | 4.3万股 | $344.7万 | 4.4万股 | -991股-2.27% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 2.23% | 2.67% | $344.2万 | 8.9万股 | $327.1万 | 10.3万股 | -1.4万股-13.61% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 2.22% | 2.11% | $343.3万 | 4.2万股 | $258.6万 | 3.6万股 | +5,929股+16.50% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.1% | 2.72% | $323.5万 | 7.8万股 | $333.6万 | 8.8万股 | -1.1万股-12.21% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.61% | — | $249.0万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
| DDimensional维度ETF信托DFCF |
| 1.59% | 1.62% | $244.9万 | 5.8万股 | $199.1万 | 4.7万股 | +1.1万股+24.60% | 加仓 |
 帕兰提尔PLTR |
| 1.58% | 3.11% | $244.1万 | 2.1万股 | $381.6万 | 2.1万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFGX |
| 1.57% | 1.62% | $243.2万 | 4.5万股 | $198.5万 | 3.7万股 | +8,582股+23.33% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.51% | 1.51% | $233.4万 | 2.4万股 | $185.0万 | 2.5万股 | -437股-1.77% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.4% | 1.37% | $216.4万 | 2.4万股 | $168.0万 | 1.8万股 | +5,302股+28.96% | 加仓 |
 特斯拉TSLA |
| 1.28% | 1.7% | $197.3万 | 4,690股 | $208.6万 | 4,690股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.21% | 1.4% | $187.4万 | 2,502股 | $171.2万 | 2,558股 | -56股-2.19% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.11% | 1.08% | $172.0万 | 5.9万股 | $132.5万 | 4.9万股 | +1.1万股+22.35% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.81% | 0.95% | $125.1万 | 2.7万股 | $116.7万 | 2.7万股 | -649股-2.36% | 减仓 |
| V先锋领航指数基金VB |
| 0.76% | 0.8% | $117.3万 | 3,869股 | $98.4万 | 3,869股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.7% | 0.6% | $108.6万 | 1.5万股 | $73.6万 | 1.2万股 | +2,967股+24.16% | 加仓 |
| V先锋领航指数基金VTV |
| 0.62% | 0.67% | $95.5万 | 4,381股 | $81.8万 | 4,385股 | -4股-0.09% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.6% | 0.91% | $92.1万 | 2.3万股 | $111.7万 | 3.1万股 | -8,356股-26.69% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.57% | 0.83% | $88.8万 | 2.6万股 | $101.5万 | 3.3万股 | -7,395股-22.14% | 减仓 |
| V先锋领航·MIDVO |
| 0.57% | 0.66% | $88.5万 | 1.1万股 | $80.7万 | 2,747股 | +8,241股+300.00% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.52% | — | $80.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| G通用动力VTI |
| 0.45% | 0.66% | $69.0万 | 1,864股 | $80.5万 | 2,452股 | -588股-23.98% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.43% | — | $66.3万 | 7,750股 | $0 | 0股 | +7,750股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.42% | 0.36% | $64.3万 | 1,820股 | $44.3万 | 1,820股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DEHP |
| 0.41% | 0.49% | $63.4万 | 1.5万股 | $59.8万 | 2.0万股 | -4,762股-24.32% | 减仓 |
| DDimensional维度ETF信托DFEV |
| 0.39% | 0.48% | $60.1万 | 1.4万股 | $58.7万 | 1.8万股 | -4,307股-23.41% | 减仓 |
| V先锋领航指数基金VOO |
| 0.36% | 0.49% | $55.1万 | 802股 | $59.7万 | 975股 | -173股-17.74% | 减仓 |
 英伟达NVDA |
| 0.32% | 0.31% | $49.6万 | 2,480股 | $37.9万 | 2,030股 | +450股+22.17% | 加仓 |
| IiShares安硕IEMG |
| 0.3% | 0.3% | $46.6万 | 5,627股 | $36.3万 | 5,510股 | +117股+2.12% | 加仓 |
| SSPDR道富系列信托BILS |
| 0.3% | 0.46% | $45.9万 | 4,623股 | $56.9万 | 5,714股 | -1,091股-19.09% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.27% | 0.26% | $42.0万 | 1,727股 | $32.0万 | 1,535股 | +192股+12.51% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.27% | 0.32% | $41.5万 | 9,208股 | $39.5万 | 9,646股 | -438股-4.54% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.25% | 0.24% | $38.2万 | 1,931股 | $29.3万 | 1,678股 | +253股+15.08% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.22% | 0.24% | $34.2万 | 3,480股 | $29.5万 | 3,480股 | 00.00% | 持仓不变 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.2% | — | $30.6万 | 4,038股 | $0 | 0股 | +4,038股 | 新买入 |
| S嘉信·USSCHX |
| 0.17% | 0.25% | $26.3万 | 8,941股 | $30.7万 | 1.2万股 | -2,723股-23.35% | 减仓 |
