| A美国世纪ETF信托AVLV |
| 6.12% | 6.24% | $1.12亿 | 120.8万股 | $1.05亿 | 118.9万股 | +1.9万股+1.59% | 加仓 |
| A美国世纪ETF信托AVUS |
| 5.7% | 5.67% | $1.05亿 | 81.1万股 | $9,535.0万 | 76.2万股 | +4.8万股+6.34% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 5.64% | 5.77% | $1.04亿 | 205.7万股 | $9,697.6万 | 192.0万股 | +13.8万股+7.17% | 加仓 |
| G通用动力VTI |
| 5.2% | 5.19% | $9,557.6万 | 25.6万股 | $8,727.1万 | 23.9万股 | +1.6万股+6.84% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 4.93% | 5.15% | $9,059.4万 | 172.3万股 | $8,651.5万 | 162.2万股 | +10.0万股+6.19% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.61% | 4.85% | $8,475.2万 | 104.5万股 | $8,156.6万 | 98.8万股 | +5.7万股+5.76% | 加仓 |
 苹果AAPL |
| 3.56% | 3.84% | $6,544.4万 | 21.6万股 | $6,458.8万 | 21.6万股 | -421股-0.19% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.44% | 3.5% | $6,314.2万 | 149.4万股 | $5,890.3万 | 141.5万股 | +7.9万股+5.60% | 加仓 |
 AVANTIS INTLNGG |
| 3.03% | 3% | $5,561.3万 | 60.7万股 | $5,040.4万 | 55.2万股 | +5.6万股+10.11% | 加仓 |
 微软MSFT |
| 1.96% | 1.65% | $3,610.2万 | 7.4万股 | $2,769.7万 | 6.8万股 | +5,682股+8.31% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 1.88% | 1.9% | $3,451.3万 | 67.9万股 | $3,192.0万 | 62.7万股 | +5.1万股+8.20% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.87% | 0.48% | $3,438.8万 | 38.1万股 | $806.5万 | 8.5万股 | +29.6万股+348.35% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.77% | 2.34% | $3,248.6万 | 4.3万股 | $3,934.2万 | 5.3万股 | -1.0万股-19.10% | 减仓 |
| V先锋领航·NY TAX FREE FDSMUNY |
| 1.59% | 1.63% | $2,922.9万 | 28.7万股 | $2,736.0万 | 26.6万股 | +2.2万股+8.11% | 加仓 |
 谷歌AGOOGL |
| 1.55% | 1.55% | $2,841.9万 | 7.6万股 | $2,600.2万 | 6.5万股 | +1.1万股+17.45% | 加仓 |
| V先锋领航指数基金VOO |
| 1.53% | 0.78% | $2,808.8万 | 4.0万股 | $1,306.3万 | 1.9万股 | +2.1万股+110.70% | 加仓 |
 英伟达NVDA |
| 1.44% | 1.71% | $2,653.4万 | 12.8万股 | $2,872.1万 | 12.7万股 | +1,230股+0.97% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.39% | 1.76% | $2,550.4万 | 66.7万股 | $2,966.1万 | 77.9万股 | -11.2万股-14.39% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.24% | 2.3% | $2,280.6万 | 54.8万股 | $3,859.5万 | 96.7万股 | -41.9万股-43.32% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.2% | 1.73% | $2,207.1万 | 44.5万股 | $2,913.6万 | 58.0万股 | -13.6万股-23.38% | 减仓 |
 亚马逊AMZN |
| 1.18% | 1.17% | $2,168.7万 | 7.6万股 | $1,971.6万 | 7.3万股 | +3,368股+4.61% | 加仓 |
| TTHE BALDWIN INSURANCE GRP INBWIN |
| 1.17% | — | $2,148.2万 | 72.9万股 | $0 | 0股 | +72.9万股 | 新买入 |
| I景顺QQQ信托VOO |
| 1.09% | 1.52% | $2,004.4万 | 2.9万股 | $2,552.1万 | 3.6万股 | -7,076股-19.82% | 减仓 |
| A美国世纪ETF信托AVUQ |
| 1.04% | — | $1,909.2万 | 28.7万股 | $0 | 0股 | +28.7万股 | 新买入 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.99% | 1.11% | $1,826.1万 | 52.7万股 | $1,864.6万 | 54.5万股 | -1.7万股-3.20% | 减仓 |
 摩根大通JPM |
| 0.93% | 0.77% | $1,716.1万 | 4.9万股 | $1,301.3万 | 4.3万股 | +5,324股+12.28% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.87% | 0.84% | $1,595.6万 | 19.4万股 | $1,417.9万 | 18.5万股 | +8,532股+4.60% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.86% | 0.91% | $1,586.7万 | 4.3万股 | $1,534.4万 | 3.8万股 | +4,147股+10.79% | 加仓 |
 万豪MAR |
| 0.85% | 1.03% | $1,556.3万 | 4.5万股 | $1,737.5万 | 5.0万股 | -4,527股-9.07% | 减仓 |
 Meta平台META |
| 0.84% | 0.91% | $1,539.5万 | 2.6万股 | $1,535.5万 | 2.5万股 | +1,181股+4.74% | 加仓 |
| DDimensional维度·USDFUV |
| 0.79% | 0.81% | $1,446.6万 | 25.8万股 | $1,357.4万 | 25.8万股 | +313股+0.12% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.78% | 0.91% | $1,435.5万 | 9.1万股 | $1,529.7万 | 9.8万股 | -7,362股-7.48% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.65% | 0.83% | $1,186.7万 | 2.2万股 | $1,392.9万 | 2.8万股 | -5,679股-20.27% | 减仓 |
 博通AVGO |
| 0.63% | 0.43% | $1,159.2万 | 3.0万股 | $727.1万 | 1.7万股 | +1.2万股+69.42% | 加仓 |
| AAvantis Total Equity Markets ETFAVTM |
| 0.57% | 0.61% | $1,052.2万 | 19.3万股 | $1,021.9万 | 19.3万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.53% | $958.7万 | 1.9万股 | $885.2万 | 1.8万股 | +451股+2.47% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.51% | 1.03% | $943.3万 | 24.9万股 | $1,733.8万 | 43.6万股 | -18.7万股-42.86% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.5% | 0.53% | $922.2万 | 20.4万股 | $885.9万 | 20.5万股 | -522股-0.25% | 减仓 |
 高盛GS |
| 0.49% | 0.5% | $905.0万 | 8,812股 | $838.9万 | 8,811股 | +1股+0.01% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.48% | 0.51% | $890.9万 | 3.7万股 | $851.7万 | 3.7万股 | -148股-0.40% | 减仓 |
 埃克森美孚XOM |
| 0.48% | 0.49% | $889.6万 | 5.7万股 | $829.1万 | 5.5万股 | +2,670股+4.88% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.46% | 0.48% | $845.1万 | 11股 | $800.3万 | 11股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 0.42% | 0.4% | $780.7万 | 2.2万股 | $678.5万 | 2.2万股 | -21股-0.10% | 减仓 |
 万事达MA |
| 0.41% | 0.39% | $761.4万 | 1.3万股 | $652.8万 | 1.3万股 | +29股+0.22% | 加仓 |
 台积电TSM |
| 0.41% | 0.43% | $745.3万 | 1.8万股 | $729.6万 | 1.8万股 | +103股+0.56% | 加仓 |
 科磊KLAC |
| 0.4% | 0.43% | $742.2万 | 4.1万股 | $725.2万 | 3,947股 | +3.7万股+931.44% | 加仓 |
 思科CSCO |
| 0.35% | 0.24% | $644.2万 | 5.6万股 | $405.7万 | 4.0万股 | +1.6万股+38.99% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.35% | 0.37% | $635.6万 | 7.7万股 | $619.7万 | 7.7万股 | -6股-0.01% | 减仓 |
 NETFLIXNFLX |
| 0.33% | 0.4% | $614.9万 | 8.4万股 | $677.1万 | 7.7万股 | +6,523股+8.44% | 加仓 |
 强生JNJ |
| 0.32% | 0.3% | $584.9万 | 2.3万股 | $499.1万 | 2.2万股 | +1,330股+6.14% | 加仓 |
