| IiShares安硕信托IVW |
| 14.49% | 13.52% | $1.43亿 | 103.7万股 | $1.19亿 | 104.8万股 | -1.1万股-1.04% | 减仓 |
| IiShares安硕·S&PIVE |
| 13.29% | 13.8% | $1.31亿 | 57.6万股 | $1.21亿 | 57.3万股 | +3,321股+0.58% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 12.23% | 12.88% | $1.20亿 | 291.9万股 | $1.13亿 | 289.6万股 | +2.3万股+0.78% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 11.85% | 12.03% | $1.17亿 | 270.4万股 | $1.05亿 | 267.4万股 | +3.0万股+1.11% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 7.46% | 7.12% | $7,341.6万 | 101.6万股 | $6,238.0万 | 101.7万股 | -1,565股-0.15% | 减仓 |
| F第一信托交易所交易基金FTCB |
| 6.87% | 7.75% | $6,762.8万 | 324.3万股 | $6,792.0万 | 324.0万股 | +2,324股+0.07% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 5.24% | 5.93% | $5,162.3万 | 96.5万股 | $5,199.7万 | 96.7万股 | -2,112股-0.22% | 减仓 |
| IiShares安硕信托AGG |
| 3.61% | 3.96% | $3,556.8万 | 35.9万股 | $3,471.8万 | 35.0万股 | +9,614股+2.75% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.97% | 2.88% | $2,921.7万 | 70.0万股 | $2,526.4万 | 68.7万股 | +1.3万股+1.87% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.03% | 0.95% | $1,011.1万 | 12.3万股 | $830.9万 | 11.7万股 | +6,216股+5.30% | 加仓 |
| IiShares安硕信托ITOT |
| 0.88% | 0.82% | $869.3万 | 5.3万股 | $721.8万 | 5.1万股 | +2,240股+4.42% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.82% | 0.85% | $804.2万 | 19.1万股 | $748.2万 | 17.7万股 | +1.3万股+7.51% | 加仓 |
| DDimensional维度ETF信托DXUV |
| 0.75% | 0.71% | $733.8万 | 11.0万股 | $619.7万 | 10.4万股 | +5,925股+5.67% | 加仓 |
 苹果AAPL |
| 0.69% | 0.71% | $679.2万 | 2.3万股 | $623.3万 | 2.5万股 | -1,087股-4.43% | 减仓 |
| IiShares安硕信托IVV |
| 0.68% | 0.54% | $668.5万 | 8,927股 | $474.3万 | 7,261股 | +1,666股+22.94% | 加仓 |
| IINSPIRE 100 ETFBIBL |
| 0.64% | 0.59% | $626.6万 | 10.8万股 | $512.8万 | 10.9万股 | -495股-0.46% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.58% | 0.57% | $574.6万 | 7.1万股 | $497.9万 | 7.3万股 | -2,035股-2.79% | 减仓 |
| F第一信托·EXCHANGE-TRADED ALPFTC |
| 0.52% | 0.48% | $509.6万 | 2.6万股 | $421.2万 | 2.7万股 | -1,030股-3.77% | 减仓 |
| EEVENTIDE HIGH DIVIDEND ETFELCV |
| 0.51% | 0.51% | $501.1万 | 15.2万股 | $443.0万 | 15.3万股 | -290股-0.19% | 减仓 |
| TTIMOTHY PLANTPIF |
| 0.49% | 0.53% | $484.3万 | 13.0万股 | $468.1万 | 13.0万股 | -96股-0.07% | 减仓 |
| IINSPIRE CORPORATE BOND ETFIBD |
| 0.48% | 0.53% | $469.8万 | 19.8万股 | $465.9万 | 19.5万股 | +2,329股+1.19% | 加仓 |
| IiShares安硕·COREIJH |
| 0.46% | 0.32% | $451.9万 | 5.9万股 | $280.6万 | 4.2万股 | +1.7万股+41.04% | 加仓 |
| TTIMOTHY PLAN US LARGE/MID CAP CORE ETFTPLC |
| 0.44% | 0.46% | $435.0万 | 8.6万股 | $399.7万 | 8.6万股 | +319股+0.37% | 加仓 |
| F第一信托·EXCH TRD ALPHDX FDFDT |
| 0.4% | 0.43% | $394.5万 | 4.2万股 | $373.8万 | 4.3万股 | -1,334股-3.10% | 减仓 |
 亚马逊AMZN |
| 0.34% | 0.32% | $335.6万 | 1.4万股 | $281.9万 | 1.4万股 | +544股+4.02% | 加仓 |
| F第一信托交易所交易基金FTGS |
| 0.31% | 0.33% | $300.6万 | 8.1万股 | $286.4万 | 8.4万股 | -2,875股-3.42% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.3% | 0.22% | $290.8万 | 1.5万股 | $193.9万 | 1.5万股 | +672股+4.61% | 加仓 |
| F富兰克林·INCOME FOCUS ETFINCM |
| 0.28% | 0.31% | $275.9万 | 9.6万股 | $268.2万 | 9.3万股 | +2,296股+2.46% | 加仓 |
 微软MSFT |
| 0.24% | 0.24% | $236.5万 | 6,340股 | $213.7万 | 5,773股 | +567股+9.82% | 加仓 |
| IiShares安硕·COREIJR |
| 0.24% | 0.09% | $232.1万 | 1.6万股 | $76.0万 | 6,112股 | +9,536股+156.02% | 加仓 |
| S道富SPHY |
| 0.23% | 0.23% | $228.2万 | 9.7万股 | $201.6万 | 8.6万股 | +1.1万股+12.62% | 加仓 |
 应用材料AMAT |
| 0.23% | 0.15% | $227.3万 | 3,144股 | $128.1万 | 3,748股 | -604股-16.12% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.23% | 0.21% | $227.3万 | 2.8万股 | $185.7万 | 2.6万股 | +1,495股+5.73% | 加仓 |
 摩根大通JPM |
| 0.22% | 0.22% | $220.2万 | 6,727股 | $191.2万 | 6,500股 | +227股+3.49% | 加仓 |
 南方电力SO |
| 0.22% | 0.25% | $218.0万 | 2.3万股 | $215.0万 | 2.2万股 | +495股+2.22% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.21% | 0.15% | $207.4万 | 5.7万股 | $131.9万 | 3.9万股 | +1.8万股+45.36% | 加仓 |
| IiShares安硕信托IEFA |
| 0.19% | 0.2% | $185.8万 | 1.9万股 | $179.0万 | 2.0万股 | -539股-2.73% | 减仓 |
 史赛克SYK |
| 0.19% | 0.18% | $183.0万 | 5,813股 | $161.7万 | 4,921股 | +892股+18.13% | 加仓 |
 VisaV |
| 0.18% | 0.16% | $180.6万 | 5,263股 | $139.6万 | 4,618股 | +645股+13.97% | 加仓 |
 英伟达NVDA |
| 0.18% | 0.17% | $175.3万 | 8,761股 | $150.7万 | 8,642股 | +119股+1.38% | 加仓 |
 礼来LLY |
| 0.18% | 0.16% | $172.8万 | 1,441股 | $141.0万 | 1,533股 | -92股-6.00% | 减仓 |
| F第一信托交易所交易基金FTHI |
| 0.16% | 0.17% | $159.6万 | 6.7万股 | $147.2万 | 6.4万股 | +2,770股+4.32% | 加仓 |
| IiShares安硕信托IWC |
| 0.16% | — | $153.9万 | 7,694股 | $0 | 0股 | +7,694股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.15% | 0.15% | $148.1万 | 1,983股 | $132.0万 | 2,030股 | -47股-2.32% | 减仓 |
 泛林集团LRCX |
| 0.15% | 0.09% | $147.9万 | 3,414股 | $82.3万 | 3,851股 | -437股-11.35% | 减仓 |
| IiShares安硕IEMG |
| 0.15% | — | $147.2万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 好市多COST |
| 0.15% | 0.17% | $146.4万 | 1,565股 | $151.1万 | 1,517股 | +48股+3.16% | 加仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.15% | 0.18% | $145.6万 | 1.8万股 | $160.5万 | 2.1万股 | -3,200股-15.26% | 减仓 |
| NNORTHERN LTS FD TR IVISMD |
| 0.15% | 0.13% | $143.2万 | 2.9万股 | $115.2万 | 2.9万股 | -165股-0.57% | 减仓 |
 台积电TSM |
| 0.14% | 0.11% | $141.1万 | 2,956股 | $98.1万 | 2,902股 | +54股+1.86% | 加仓 |
