| SSPDR标普500 ETFSPY |
| 33.45% | 7.02% | $2.46亿 | 32.9万股 | $1.02亿 | 15.6万股 | +17.3万股+110.86% | 加仓 |
| DDimensional维度·USDFUV |
| 4.17% | 2.65% | $3,067.1万 | 55.8万股 | $3,866.6万 | 77.0万股 | -21.2万股-27.55% | 减仓 |
 摩根大通JPM |
| 3.35% | 1.56% | $2,462.0万 | 7.5万股 | $2,281.2万 | 7.6万股 | -1,014股-1.33% | 减仓 |
 英伟达NVDA |
| 3.25% | 1.73% | $2,388.7万 | 11.9万股 | $2,520.9万 | 12.4万股 | -4,356股-3.52% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.22% | 2.13% | $2,368.7万 | 43.8万股 | $3,112.9万 | 59.6万股 | -15.7万股-26.42% | 减仓 |
 谷歌AGOOGL |
| 2.68% | 1.34% | $1,967.0万 | 5.5万股 | $1,948.4万 | 5.5万股 | -31股-0.06% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.64% | 1.85% | $1,940.5万 | 23.6万股 | $2,693.1万 | 36.9万股 | -13.3万股-36.14% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 2.46% | 1.29% | $1,807.4万 | 36.3万股 | $1,883.6万 | 37.9万股 | -1.6万股-4.20% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.7% | 0.93% | $1,248.6万 | 3.5万股 | $1,357.4万 | 3.6万股 | -873股-2.41% | 减仓 |
| DDirexion股票ETF信托SOXL |
| 1.65% | <0.01% | $1,214.9万 | 4.6万股 | $5,907 | 5.2万股 | -6,097股-11.80% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 1.51% | 0.77% | $1,109.0万 | 13.5万股 | $1,120.0万 | 14.1万股 | -5,996股-4.24% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.31% | 0.8% | $964.2万 | 23.1万股 | $1,169.7万 | 30.2万股 | -7.1万股-23.47% | 减仓 |
 埃克森美孚XOM |
| 1.27% | 0.78% | $934.8万 | 6.8万股 | $1,133.3万 | 7.3万股 | -4,797股-6.56% | 减仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 1.21% | 0.72% | $886.5万 | 18.0万股 | $1,056.2万 | 19.1万股 | -1.1万股-5.78% | 减仓 |
 Meta平台META |
| 1.14% | 0.6% | $838.8万 | 1.5万股 | $875.5万 | 1.5万股 | +12股+0.08% | 加仓 |
 默沙东MRK |
| 1.09% | 0.48% | $804.0万 | 6.3万股 | $696.4万 | 6.2万股 | +843股+1.37% | 加仓 |
 博通AVGO |
| 1.06% | 0.59% | $779.6万 | 2.1万股 | $866.8万 | 2.1万股 | -163股-0.78% | 减仓 |
| SSPDR黄金信托GLD |
| 0.97% | 0.58% | $710.0万 | 1.9万股 | $850.5万 | 2.0万股 | -388股-1.97% | 减仓 |
 VisaV |
| 0.87% | 0.41% | $643.2万 | 1.9万股 | $602.1万 | 1.9万股 | -123股-0.65% | 减仓 |
 特斯拉TSLA |
| 0.87% | 1.15% | $642.0万 | 1.5万股 | $1,672.7万 | 4.3万股 | -2.7万股-64.19% | 减仓 |
| N新纪元能源NEE |
| 0.82% | 0.45% | $601.8万 | 6.9万股 | $652.4万 | 6.9万股 | -366股-0.53% | 减仓 |
 艾伯维ABBV |
| 0.8% | 0.32% | $589.4万 | 2.3万股 | $472.7万 | 2.3万股 | +887股+3.94% | 加仓 |
| V先锋领航全球基金VAW |
| 0.79% | 0.46% | $578.2万 | 2.5万股 | $667.3万 | 2.9万股 | -3,705股-12.79% | 减仓 |
| V先锋领航全球基金VDE |
| 0.76% | 0.49% | $556.4万 | 3.7万股 | $708.9万 | 4.5万股 | -7,965股-17.69% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.75% | 0.27% | $553.1万 | 15.8万股 | $399.8万 | 11.1万股 | +4.7万股+42.52% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.71% | 0.5% | $524.1万 | 5.7万股 | $725.8万 | 7.9万股 | -2.2万股-27.80% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.63% | 0.33% | $461.5万 | 17.6万股 | $484.7万 | 18.9万股 | -1.3万股-6.85% | 减仓 |
 思科CSCO |
| 0.62% | 0.27% | $456.5万 | 3.9万股 | $391.9万 | 4.3万股 | -4,061股-9.46% | 减仓 |
| F富达Covington信托FENI |
| 0.61% | 0.3% | $449.9万 | 11.2万股 | $434.2万 | 10.9万股 | +3,082股+2.83% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.59% | 0.8% | $431.1万 | 9.7万股 | $1,160.4万 | 29.9万股 | -20.1万股-67.45% | 减仓 |
| IINVESCO T DYNMC SEMICNDTPSI |
| 0.59% | 0.19% | $430.9万 | 2.3万股 | $273.9万 | 2.2万股 | +1,409股+6.54% | 加仓 |
| IiShares安硕信托IEFA |
| 0.56% | 0.26% | $410.9万 | 4.3万股 | $379.0万 | 4.1万股 | +1,797股+4.41% | 加仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.56% | 0.32% | $408.9万 | 4.1万股 | $466.7万 | 5.4万股 | -1.4万股-25.16% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.53% | 0.3% | $390.5万 | 9.7万股 | $442.9万 | 10.5万股 | -8,168股-7.74% | 减仓 |
| IiShares安硕IEMG |
| 0.53% | 0.28% | $390.0万 | 4.7万股 | $409.9万 | 5.2万股 | -4,670股-9.02% | 减仓 |
| C资本集团股息价值CCBG |
| 0.52% | 0.24% | $379.6万 | 7.7万股 | $351.4万 | 7.5万股 | +2,184股+2.92% | 加仓 |
 杜克能源DUK |
| 0.51% | 0.26% | $378.2万 | 3.0万股 | $380.8万 | 3.0万股 | +240股+0.81% | 加仓 |
| J骏利亨德森JAAA |
| 0.48% | 0.24% | $351.8万 | 7.0万股 | $352.5万 | 7.0万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 0.45% | 0.23% | $333.3万 | 5.9万股 | $330.8万 | 5.9万股 | +100股+0.17% | 加仓 |
| IiShares安硕信托USMV |
| 0.44% | 0.3% | $323.8万 | 3.4万股 | $433.5万 | 4.6万股 | -1.3万股-27.52% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.43% | 1.09% | $318.5万 | 8.6万股 | $1,593.2万 | 46.9万股 | -38.3万股-81.57% | 减仓 |
| S道富SPYM |
| 0.42% | 0.19% | $311.2万 | 3.5万股 | $270.9万 | 3.4万股 | +1,721股+5.11% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.42% | 0.19% | $307.4万 | 5.0万股 | $277.3万 | 4.8万股 | +2,080股+4.34% | 加仓 |
 甲骨文ORCL |
| 0.4% | 0.26% | $294.8万 | 2.0万股 | $380.8万 | 2.0万股 | +243股+1.22% | 加仓 |
| IiShares白银信托SLV |
| 0.4% | 0.29% | $290.7万 | 5.4万股 | $427.0万 | 5.5万股 | -1,029股-1.86% | 减仓 |
| G高盛ETF信托GINC |
| 0.39% | 0.17% | $287.6万 | 4.8万股 | $253.8万 | 4.7万股 | +1,903股+4.09% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.38% | 0.26% | $281.3万 | 6.9万股 | $379.1万 | 9.8万股 | -2.9万股-29.64% | 减仓 |
 NETFLIXNFLX |
| 0.38% | 0.22% | $279.4万 | 3.9万股 | $324.7万 | 3.7万股 | +1,958股+5.27% | 加仓 |
| IiShares安硕信托IUSB |
| 0.37% | 0.15% | $268.7万 | 5.8万股 | $220.4万 | 4.8万股 | +1.0万股+21.88% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.35% | 0.17% | $257.1万 | 3.8万股 | $243.3万 | 3.8万股 | -666股-1.73% | 减仓 |
