 Meta平台META |
| 38.99% | 40.88% | $4,820.2万 | 8.6万股 | $4,928.4万 | 8.6万股 | -570股-0.66% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 26.73% | 26.95% | $3,304.7万 | 40.3万股 | $3,249.9万 | 45.8万股 | -5.5万股-12.00% | 减仓 |
| SSIMPLIFY EXCHANGE TRADED FUNKNRG |
| 6.14% | 6.22% | $759.0万 | 29.5万股 | $750.3万 | 29.5万股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 4.84% | 4.55% | $598.8万 | 10.9万股 | $548.3万 | 11.3万股 | -4,292股-3.79% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.48% | 3.44% | $430.6万 | 8.0万股 | $415.4万 | 7.9万股 | +1,015股+1.29% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.04% | 2.81% | $375.9万 | 5.4万股 | $338.7万 | 5.4万股 | -458股-0.84% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.4% | 2.07% | $296.3万 | 3.6万股 | $249.9万 | 3.5万股 | +861股+2.45% | 加仓 |
 KAYNE ANDERSON BDCKBDC |
| 2.22% | 2.31% | $275.1万 | 20.3万股 | $278.9万 | 20.3万股 | 00.00% | 持仓不变 |
| PPIMCO CORPORATE & INCM STRG FD COMPCN |
| 1.71% | 1.7% | $211.8万 | 17.7万股 | $204.6万 | 17.2万股 | +5,344股+3.11% | 加仓 |
 PIMCO CORPORATE & INCOMEPTY |
| 1.6% | 1.52% | $198.1万 | 16.5万股 | $183.8万 | 15.2万股 | +1.2万股+8.03% | 加仓 |
 KAYNE ANDERSON ENERGY INFRSTKYN |
| 1.35% | 1.32% | $166.9万 | 12.1万股 | $159.5万 | 11.2万股 | +9,000股+8.06% | 加仓 |
 亚马逊AMZN |
| 1.24% | 1.11% | $152.8万 | 6,411股 | $133.4万 | 6,403股 | +8股+0.12% | 加仓 |
 苹果AAPL |
| 0.99% | 0.88% | $121.8万 | 4,211股 | $106.6万 | 4,201股 | +10股+0.24% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.85% | 0.85% | $105.1万 | 1.4万股 | $102.7万 | 1.4万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.57% | 0.53% | $70.9万 | 1,917股 | $63.9万 | 1,993股 | -76股-3.81% | 减仓 |
 NetAppNTAP |
| 0.51% | 0.34% | $62.8万 | 4,056股 | $41.5万 | 4,056股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.4% | 0.38% | $49.7万 | 666股 | $45.8万 | 704股 | -38股-5.40% | 减仓 |
 思科CSCO |
| 0.38% | 0.26% | $47.0万 | 4,000股 | $31.0万 | 4,000股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.35% | 0.32% | $43.1万 | 680股 | $38.3万 | 680股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.33% | 0.29% | $40.4万 | 540股 | $35.3万 | 540股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.29% | — | $36.3万 | 1,027股 | $0 | 0股 | +1,027股 | 新买入 |
 贝莱德·INC COMBLK |
| 0.27% | 0.28% | $33.7万 | 350股 | $33.7万 | 350股 | 00.00% | 持仓不变 |
 ATMOS ENERGYATO |
| 0.24% | 0.26% | $29.3万 | 1,700股 | $31.4万 | 1,700股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 0.24% | 0.25% | $29.1万 | 714股 | $30.4万 | 714股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.23% | 0.2% | $28.4万 | 1,130股 | $24.6万 | 1,130股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.23% | — | $27.9万 | 780股 | $0 | 0股 | +780股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.22% | 0.26% | $26.6万 | 723股 | $31.1万 | 723股 | 00.00% | 持仓不变 |
| EEMBRAER S.AFGM |
| 0.17% | — | $20.7万 | 3,250股 | $0 | 0股 | +3,250股 | 新买入 |
