 亚马逊AMZN |
| 17.91% | 36.28% | $9.64亿 | 404.3万股 | $8.61亿 | 413.4万股 | -9.1万股-2.21% | 减仓 |
 微软MSFT |
| 5.86% | 13.15% | $3.15亿 | 84.5万股 | $3.12亿 | 84.3万股 | +2,079股+0.25% | 加仓 |
 苹果AAPL |
| 3.12% | 6.1% | $1.68亿 | 58.0万股 | $1.45亿 | 57.0万股 | +9,658股+1.69% | 加仓 |
 英伟达NVDA |
| 2.81% | 5.08% | $1.51亿 | 75.6万股 | $1.21亿 | 69.1万股 | +6.4万股+9.30% | 加仓 |
| G通用动力VTI |
| 2.03% | 3.93% | $1.09亿 | 29.5万股 | $9,325.9万 | 29.1万股 | +4,478股+1.54% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 1.79% | 3.1% | $9,642.6万 | 117.6万股 | $7,364.6万 | 102.2万股 | +15.4万股+15.12% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.63% | 3.13% | $8,779.1万 | 303.0万股 | $7,437.7万 | 279.8万股 | +23.2万股+8.30% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.63% | 2.9% | $8,742.8万 | 197.1万股 | $6,871.6万 | 176.8万股 | +20.3万股+11.46% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.54% | 3.11% | $8,279.8万 | 222.2万股 | $7,385.4万 | 207.9万股 | +14.4万股+6.91% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.41% | 2.2% | $7,589.4万 | 21.5万股 | $5,213.6万 | 18.2万股 | +3.3万股+18.18% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.27% | 2.6% | $6,848.2万 | 166.0万股 | $6,173.1万 | 158.4万股 | +7.6万股+4.78% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.23% | 2.42% | $6,592.9万 | 16.1万股 | $5,743.0万 | 16.1万股 | -66股-0.04% | 减仓 |
 谷歌AGOOGL |
| 1% | 1.72% | $5,396.1万 | 15.1万股 | $4,088.4万 | 14.2万股 | +8,818股+6.20% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.99% | 1.92% | $5,348.2万 | 34.1万股 | $4,546.7万 | 32.9万股 | +1.2万股+3.67% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.98% | 1.89% | $5,247.9万 | 101.5万股 | $4,491.3万 | 99.5万股 | +2.0万股+2.00% | 加仓 |
| IiShares安硕信托SGOV |
| 0.97% | — | $5,208.4万 | 51.7万股 | $0 | 0股 | +51.7万股 | 新买入 |
| DDimensional维度ETF信托DFEM |
| 0.88% | 1.64% | $4,714.9万 | 116.0万股 | $3,894.2万 | 112.7万股 | +3.3万股+2.93% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.86% | — | $4,616.8万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| MMANAGER DIRECTED PORTFOLIOSVGSR |
| 0.82% | 1.6% | $4,403.4万 | 386.8万股 | $3,795.3万 | 367.4万股 | +19.4万股+5.27% | 加仓 |
 特斯拉TSLA |
| 0.74% | — | $4,003.5万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.74% | — | $3,991.1万 | 32.1万股 | $0 | 0股 | +32.1万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.72% | — | $3,883.8万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.63% | — | $3,378.5万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.62% | — | $3,336.1万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| IiShares安硕信托IWV |
| 0.6% | — | $3,242.4万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.58% | — | $3,144.8万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.58% | 0.87% | $3,095.7万 | 84.0万股 | $2,066.9万 | 60.8万股 | +23.2万股+38.11% | 加仓 |
 美光科技MU |
| 0.55% | — | $2,973.9万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 Meta平台META |
| 0.55% | — | $2,934.5万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.52% | 0.96% | $2,808.9万 | 69.9万股 | $2,277.7万 | 67.3万股 | +2.6万股+3.85% | 加仓 |
 AMD超威AMD |
| 0.52% | — | $2,781.1万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 英特尔INTC |
| 0.5% | — | $2,683.7万 | 19.2万股 | $0 | 0股 | +19.2万股 | 新买入 |
| IiShares安硕信托ITOT |
| 0.5% | 1% | $2,670.3万 | 16.3万股 | $2,363.3万 | 16.6万股 | -3,376股-2.03% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.48% | — | $2,592.4万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.46% | 0.97% | $2,496.8万 | 24.0万股 | $2,305.1万 | 23.7万股 | +3,037股+1.28% | 加仓 |
 博通AVGO |
| 0.46% | — | $2,494.5万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 T-MOBILE US COMTMUS |
| 0.45% | 1.26% | $2,419.0万 | 14.4万股 | $2,990.1万 | 14.2万股 | +1,852股+1.30% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.45% | — | $2,404.6万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
 好市多COST |
| 0.45% | — | $2,400.9万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 摩根大通JPM |
| 0.43% | — | $2,304.6万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 埃克森美孚XOM |
| 0.42% | 1.15% | $2,267.2万 | 16.6万股 | $2,718.6万 | 16.0万股 | +5,592股+3.49% | 加仓 |
 星巴克SBUX |
| 0.4% | 1.02% | $2,167.3万 | 21.2万股 | $2,414.5万 | 27.0万股 | -5.7万股-21.30% | 减仓 |
 礼来LLY |
| 0.4% | — | $2,153.9万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 0.38% | — | $2,055.5万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 雷诺士LII |
| 0.34% | — | $1,844.2万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.34% | — | $1,818.8万 | 25.5万股 | $0 | 0股 | +25.5万股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.33% | — | $1,797.2万 | 24股 | $0 | 0股 | +24股 | 新买入 |
 Arm控股ARM |
| 0.33% | — | $1,762.8万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 沃尔玛WMT |
| 0.31% | — | $1,663.4万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
 家得宝HD |
| 0.28% | — | $1,509.7万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
