 英伟达NVDA |
| 6.36% | 6.41% | $4.36亿 | 217.7万股 | $3.71亿 | 212.5万股 | +5.2万股+2.45% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 5.75% | 5.86% | $3.94亿 | 179.4万股 | $3.39亿 | 176.7万股 | +2.8万股+1.57% | 加仓 |
| IiShares安硕信托IQLT |
| 5.71% | 5.47% | $3.91亿 | 789.1万股 | $3.16亿 | 684.0万股 | +105.1万股+15.37% | 加仓 |
| IiShares安硕信托MTUM |
| 4.66% | 3.98% | $3.19亿 | 93.2万股 | $2.30亿 | 96.0万股 | -2.9万股-3.00% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.77% | 4.22% | $2.58亿 | 514.6万股 | $2.44亿 | 489.1万股 | +25.5万股+5.22% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.32% | 3.75% | $2.27亿 | 287.8万股 | $2.17亿 | 273.9万股 | +13.9万股+5.07% | 加仓 |
| DDimensional维度·USDFUV |
| 2.69% | 2.68% | $1.85亿 | 335.5万股 | $1.55亿 | 319.4万股 | +16.1万股+5.03% | 加仓 |
 苹果AAPL |
| 2.62% | 2.69% | $1.80亿 | 62.1万股 | $1.55亿 | 61.2万股 | +8,324股+1.36% | 加仓 |
| IiShares安硕IEMG |
| 2.45% | 2.39% | $1.68亿 | 202.9万股 | $1.38亿 | 198.5万股 | +4.4万股+2.21% | 加仓 |
| IiShares安硕信托EFV |
| 2.38% | 2.58% | $1.63亿 | 213.5万股 | $1.49亿 | 200.9万股 | +12.5万股+6.25% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.75% | 1.99% | $1.20亿 | 145.5万股 | $1.15亿 | 139.2万股 | +6.3万股+4.54% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.45% | 1.63% | $9,917.4万 | 183.6万股 | $9,423.8万 | 178.5万股 | +5.0万股+2.82% | 加仓 |
 微软MSFT |
| 1.25% | 1.41% | $8,560.4万 | 22.9万股 | $8,170.3万 | 22.1万股 | +8,773股+3.97% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.14% | 1.09% | $7,820.9万 | 10.5万股 | $6,291.4万 | 9.7万股 | +7,989股+8.26% | 加仓 |
| WWisdomTree信托QGRW |
| 1.12% | 0.94% | $7,661.0万 | 116.0万股 | $5,455.4万 | 102.1万股 | +13.9万股+13.63% | 加仓 |
| DDFA INVT DIMENSIONS GROUP INDFMC |
| 1.1% | 1.01% | $7,562.0万 | 123.8万股 | $5,870.1万 | 115.4万股 | +8.4万股+7.27% | 加仓 |
 亚马逊AMZN |
| 1.1% | 1.06% | $7,506.5万 | 31.5万股 | $6,156.7万 | 29.6万股 | +1.9万股+6.54% | 加仓 |
| V先锋领航指数基金VTV |
| 1.07% | 1.15% | $7,328.9万 | 33.6万股 | $6,674.0万 | 34.0万股 | -3,868股-1.14% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.03% | 1.16% | $7,059.4万 | 121.3万股 | $6,733.1万 | 115.0万股 | +6.3万股+5.46% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1% | 1.09% | $6,841.9万 | 66.4万股 | $6,297.0万 | 63.1万股 | +3.3万股+5.29% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.95% | 0.85% | $6,509.4万 | 18.4万股 | $4,889.5万 | 17.0万股 | +1.4万股+8.09% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.94% | 0.99% | $6,449.9万 | 92.3万股 | $5,708.4万 | 91.4万股 | +8,659股+0.95% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.94% | 1% | $6,409.3万 | 90.0万股 | $5,760.3万 | 89.9万股 | +631股+0.07% | 加仓 |
 Meta平台META |
| 0.9% | 1.05% | $6,163.1万 | 10.9万股 | $6,058.5万 | 10.6万股 | +3,518股+3.32% | 加仓 |
 思科CSCO |
| 0.82% | 0.64% | $5,651.0万 | 48.1万股 | $3,691.6万 | 47.6万股 | +5,322股+1.12% | 加仓 |
| AAvantis·U SAVUV |
| 0.81% | 0.79% | $5,546.5万 | 44.5万股 | $4,580.7万 | 41.5万股 | +3.0万股+7.21% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.68% | 0.7% | $4,627.3万 | 48.0万股 | $4,039.9万 | 45.5万股 | +2.4万股+5.36% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.67% | 0.69% | $4,578.2万 | 95.1万股 | $4,006.1万 | 85.7万股 | +9.4万股+11.00% | 加仓 |
 博通AVGO |
| 0.59% | 0.54% | $4,039.2万 | 10.7万股 | $3,102.9万 | 10.0万股 | +6,678股+6.66% | 加仓 |
 美光科技MU |
| 0.54% | 0.19% | $3,697.2万 | 3.2万股 | $1,094.8万 | 3.2万股 | -375股-1.16% | 减仓 |
 特斯拉TSLA |
| 0.53% | 0.51% | $3,603.0万 | 8.6万股 | $2,933.9万 | 7.9万股 | +6,741股+8.54% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.52% | 0.24% | $3,591.7万 | 8.3万股 | $1,409.4万 | 8.6万股 | -2,627股-3.06% | 减仓 |
| S嘉信策略信托SCHF |
| 0.5% | 0.48% | $3,445.0万 | 124.4万股 | $2,803.6万 | 113.3万股 | +11.1万股+9.79% | 加仓 |
| SSPDR道富系列信托SJNK |
| 0.48% | 0.64% | $3,290.1万 | 131.4万股 | $3,715.9万 | 148.8万股 | -17.3万股-11.63% | 减仓 |
 泛林集团LRCX |
| 0.47% | 0.28% | $3,205.7万 | 7.4万股 | $1,616.1万 | 7.6万股 | -1,659股-2.19% | 减仓 |
 谷歌AGOOGL |
| 0.47% | 0.42% | $3,193.9万 | 8.9万股 | $2,425.2万 | 8.4万股 | +5,033股+5.97% | 加仓 |
| G通用动力VTI |
| 0.47% | 0.43% | $3,193.4万 | 8.6万股 | $2,477.5万 | 7.7万股 | +9,073股+11.75% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.46% | 0.48% | $3,185.6万 | 13.1万股 | $2,791.5万 | 12.8万股 | +2,606股+2.03% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.46% | 0.52% | $3,169.4万 | 20.5万股 | $3,008.4万 | 20.6万股 | -933股-0.45% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.46% | 0.48% | $3,130.9万 | 70.6万股 | $2,762.7万 | 71.1万股 | -5,124股-0.72% | 减仓 |
 AMD超威AMD |
| 0.45% | 0.2% | $3,112.3万 | 5.4万股 | $1,129.9万 | 5.6万股 | -1,967股-3.54% | 减仓 |
| S嘉信·USSCHX |
| 0.45% | 0.47% | $3,101.4万 | 105.4万股 | $2,699.9万 | 105.3万股 | +843股+0.08% | 加仓 |
 摩根大通JPM |
| 0.43% | 0.44% | $2,964.1万 | 9.1万股 | $2,553.4万 | 8.7万股 | +3,753股+4.32% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.42% | 0.47% | $2,901.4万 | 28.2万股 | $2,694.7万 | 28.2万股 | +395股+0.14% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.42% | 0.43% | $2,887.4万 | 69.2万股 | $2,493.4万 | 67.8万股 | +1.4万股+2.01% | 加仓 |
| IiShares安硕信托IWC |
| 0.41% | 0.39% | $2,815.3万 | 14.1万股 | $2,245.1万 | 14.1万股 | +73股+0.05% | 加仓 |
 ALTRIAMO |
| 0.39% | 0.41% | $2,675.3万 | 37.2万股 | $2,371.0万 | 35.9万股 | +1.3万股+3.49% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.39% | 0.37% | $2,668.3万 | 9.8万股 | $2,113.4万 | 8.9万股 | +8,097股+9.06% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.38% | 0.39% | $2,613.6万 | 31.7万股 | $2,257.3万 | 31.7万股 | +74股+0.02% | 加仓 |
 西部数据WDC |
| 0.38% | 0.21% | $2,597.4万 | 4.1万股 | $1,213.5万 | 4.5万股 | -4,198股-9.36% | 减仓 |
