| G通用动力VTI |
| 7.06% | 6.8% | $14.18亿 | 383.1万股 | $12.15亿 | 378.8万股 | +4.3万股+1.15% | 加仓 |
| SSEQUIA GLOBAL VALUESFGV |
| 5.5% | 5.84% | $11.04亿 | 3,147.1万股 | $10.45亿 | 3,183.0万股 | -35.9万股-1.13% | 减仓 |
| IiShares安硕信托IXUS |
| 2.99% | 2.93% | $6.01亿 | 629.7万股 | $5.24亿 | 604.9万股 | +24.8万股+4.10% | 加仓 |
 苹果AAPL |
| 2.86% | 2.76% | $5.75亿 | 198.6万股 | $4.94亿 | 194.8万股 | +3.8万股+1.96% | 加仓 |
 英伟达NVDA |
| 2.84% | 2.63% | $5.70亿 | 285.1万股 | $4.71亿 | 270.0万股 | +15.1万股+5.59% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.18% | 2.14% | $4.38亿 | 342.7万股 | $3.82亿 | 348.2万股 | -5.5万股-1.58% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 1.96% | 1.86% | $3.93亿 | 760.7万股 | $3.33亿 | 738.0万股 | +22.8万股+3.09% | 加仓 |
| DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL |
| 1.77% | 1.92% | $3.56亿 | 594.3万股 | $3.43亿 | 592.4万股 | +1.9万股+0.32% | 加仓 |
 微软MSFT |
| 1.7% | 1.74% | $3.41亿 | 91.3万股 | $3.11亿 | 84.0万股 | +7.3万股+8.72% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.64% | 1.61% | $3.29亿 | 1,240.1万股 | $2.88亿 | 1,099.5万股 | +140.6万股+12.79% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 1.64% | 1.64% | $3.28亿 | 713.1万股 | $2.94亿 | 638.4万股 | +74.8万股+11.71% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.6% | 1.58% | $3.21亿 | 613.4万股 | $2.83亿 | 544.4万股 | +69.0万股+12.68% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.45% | 1.63% | $2.90亿 | 367.2万股 | $2.91亿 | 367.6万股 | -3,567股-0.10% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.41% | 1.48% | $2.83亿 | 363.1万股 | $2.65亿 | 337.8万股 | +25.3万股+7.48% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.34% | 1.21% | $2.69亿 | 76.2万股 | $2.16亿 | 75.3万股 | +8,353股+1.11% | 加仓 |
 亚马逊AMZN |
| 1.3% | 1.3% | $2.61亿 | 109.4万股 | $2.33亿 | 112.0万股 | -2.6万股-2.30% | 减仓 |
 博通AVGO |
| 1.26% | 1.11% | $2.52亿 | 66.8万股 | $1.99亿 | 64.3万股 | +2.5万股+3.96% | 加仓 |
| IiShares安硕信托GVI |
| 1.14% | 1.17% | $2.29亿 | 212.9万股 | $2.10亿 | 197.7万股 | +15.2万股+7.67% | 加仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTDVG |
| 1.07% | 1.06% | $2.16亿 | 439.6万股 | $1.89亿 | 423.5万股 | +16.1万股+3.81% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.07% | 1.03% | $2.15亿 | 529.9万股 | $1.85亿 | 534.5万股 | -4.6万股-0.87% | 减仓 |
 卡特彼勒CAT |
| 1% | 0.71% | $2.00亿 | 18.8万股 | $1.27亿 | 17.9万股 | +9,512股+5.32% | 加仓 |
| SSPDR道富指数基金SPGM |
| 0.95% | 0.85% | $1.90亿 | 221.4万股 | $1.52亿 | 200.5万股 | +20.9万股+10.44% | 加仓 |
| V先锋领航指数基金VUG |
| 0.94% | 0.84% | $1.88亿 | 218.7万股 | $1.51亿 | 34.5万股 | +184.2万股+533.09% | 加仓 |
 礼来LLY |
| 0.92% | 0.74% | $1.85亿 | 15.5万股 | $1.32亿 | 14.3万股 | +1.1万股+7.84% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.9% | 0.93% | $1.80亿 | 114.7万股 | $1.66亿 | 119.8万股 | -5.1万股-4.28% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.89% | 0.95% | $1.80亿 | 526.2万股 | $1.70亿 | 528.3万股 | -2.2万股-0.41% | 减仓 |
| V先锋领航指数基金VTV |
| 0.89% | 0.86% | $1.78亿 | 81.5万股 | $1.53亿 | 78.1万股 | +3.4万股+4.37% | 加仓 |
 谷歌AGOOGL |
| 0.84% | 0.76% | $1.69亿 | 47.3万股 | $1.36亿 | 47.4万股 | -782股-0.17% | 减仓 |
| SSPDR黄金信托GLD |
| 0.84% | 1.13% | $1.68亿 | 45.6万股 | $2.02亿 | 47.0万股 | -1.3万股-2.82% | 减仓 |
 高盛GS |
| 0.77% | 0.7% | $1.55亿 | 15.4万股 | $1.24亿 | 14.7万股 | +6,469股+4.40% | 加仓 |
 Meta平台META |
| 0.77% | 0.84% | $1.55亿 | 27.5万股 | $1.51亿 | 26.4万股 | +1.1万股+4.27% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.71% | 0.71% | $1.43亿 | 19.1万股 | $1.28亿 | 19.6万股 | -5,255股-2.68% | 减仓 |
| AAvantis·U SAVUV |
| 0.66% | 0.67% | $1.33亿 | 106.4万股 | $1.20亿 | 108.7万股 | -2.3万股-2.15% | 减仓 |
 摩根大通JPM |
| 0.64% | 0.62% | $1.28亿 | 39.2万股 | $1.11亿 | 37.6万股 | +1.6万股+4.31% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.62% | 0.68% | $1.24亿 | 24.7万股 | $1.21亿 | 25.3万股 | -5,284股-2.09% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.58% | 0.59% | $1.17亿 | 282.8万股 | $1.06亿 | 271.5万股 | +11.2万股+4.14% | 加仓 |
 雷神技术RTX |
| 0.57% | 0.67% | $1.14亿 | 60.2万股 | $1.20亿 | 62.4万股 | -2.2万股-3.60% | 减仓 |
| PPacer基金信托COWZ |
| 0.55% | 0.64% | $1.11亿 | 178.1万股 | $1.14亿 | 182.5万股 | -4.3万股-2.37% | 减仓 |
| IiShares安硕·COREIJR |
| 0.54% | 0.49% | $1.09亿 | 73.4万股 | $8,769.5万 | 70.5万股 | +2.8万股+4.00% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.52% | 0.52% | $1.05亿 | 207.3万股 | $9,211.5万 | 184.6万股 | +22.7万股+12.28% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.52% | 0.51% | $1.04亿 | 126.9万股 | $9,199.3万 | 129.7万股 | -2.8万股-2.15% | 减仓 |
 埃克森美孚XOM |
| 0.51% | 0.68% | $1.03亿 | 75.1万股 | $1.22亿 | 72.0万股 | +3.1万股+4.30% | 加仓 |
 QUANTA SVCSPWR |
| 0.49% | 0.4% | $9,784.1万 | 13.6万股 | $7,073.8万 | 12.9万股 | +7,039股+5.46% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.48% | 0.48% | $9,726.1万 | 139.1万股 | $8,576.2万 | 137.3万股 | +1.8万股+1.32% | 加仓 |
 沃尔玛WMT |
| 0.48% | 0.57% | $9,598.7万 | 84.7万股 | $1.01亿 | 81.3万股 | +3.4万股+4.24% | 加仓 |
 VisaV |
| 0.47% | 0.45% | $9,519.1万 | 27.7万股 | $8,033.1万 | 26.6万股 | +1.2万股+4.39% | 加仓 |
 好市多COST |
| 0.44% | 0.54% | $8,871.4万 | 9.5万股 | $9,692.8万 | 9.7万股 | -2,442股-2.51% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.44% | 0.43% | $8,788.2万 | 37.1万股 | $7,773.9万 | 36.1万股 | +9,930股+2.75% | 加仓 |
| V先锋领航全球基金MGV |
| 0.43% | 0.44% | $8,691.1万 | 53.2万股 | $7,925.0万 | 54.7万股 | -1.5万股-2.75% | 减仓 |
 家得宝HD |
| 0.4% | 0.4% | $8,101.3万 | 23.0万股 | $7,204.5万 | 21.9万股 | +1.1万股+4.86% | 加仓 |
