| SSPDR道富系列信托SPYG |
| 20.95% | 22.42% | $5,112.8万 | 43.0万股 | $4,943.3万 | 50.5万股 | -7.5万股-14.90% | 减仓 |
| S道富SPYV |
| 20.68% | 21.07% | $5,048.2万 | 83.0万股 | $4,644.6万 | 82.1万股 | +9,549股+1.16% | 加仓 |
| S道富SPTI |
| 11.85% | 12.23% | $2,892.6万 | 101.9万股 | $2,695.9万 | 94.1万股 | +7.8万股+8.32% | 加仓 |
| SSPDR道富指数基金SPDW |
| 9% | 9.37% | $2,196.3万 | 43.6万股 | $2,066.5万 | 45.3万股 | -1.7万股-3.72% | 减仓 |
| S道富SPSM |
| 7.43% | 8.25% | $1,812.5万 | 31.4万股 | $1,819.8万 | 37.7万股 | -6.2万股-16.55% | 减仓 |
| S道富SPIB |
| 6.02% | 6.23% | $1,469.5万 | 43.9万股 | $1,372.5万 | 40.9万股 | +3.0万股+7.32% | 加仓 |
| SSPDR道富系列信托SPMB |
| 5.66% | 9.31% | $1,380.3万 | 61.9万股 | $2,051.7万 | 91.6万股 | -29.8万股-32.48% | 减仓 |
| SSPDR道富指数基金SPEM |
| 4.93% | 4.85% | $1,204.0万 | 23.3万股 | $1,068.5万 | 22.8万股 | +4,746股+2.08% | 加仓 |
| S道富SLYG |
| 3.7% | 2.5% | $902.9万 | 7.6万股 | $551.6万 | 5.7万股 | +1.9万股+32.75% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 3.51% | — | $856.3万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
| IiShares安硕信托USMV |
| 3.4% | — | $830.9万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
| IiShares安硕信托SGOV |
| 1.44% | 2.01% | $352.1万 | 3.5万股 | $442.4万 | 4.4万股 | -8,980股-20.43% | 减仓 |
 苹果AAPL |
| 0.96% | 0.93% | $233.3万 | 8,063股 | $204.6万 | 8,063股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.5% | $70.7万 | 1,412股 | $110.7万 | 2,310股 | -898股-38.87% | 减仓 |
| G通用动力VTI |
| 0.18% | 0.14% | $43.7万 | 1,180股 | $31.2万 | 974股 | +206股+21.15% | 加仓 |
| DDATAVAULT AI INC COM SHSDVLT |
| <0.01% | 0.01% | $6,923 | 2.0万股 | $1.2万 | 2.0万股 | 00.00% | 持仓不变 |
