| DDimensional维度ETF信托DFAC |
| 6.74% | 6.32% | $2,766.0万 | 62.4万股 | $2,167.0万 | 55.8万股 | +6.6万股+11.82% | 加仓 |
| V先锋领航·TOTALBND |
| 4.79% | 5.89% | $1,964.1万 | 26.8万股 | $2,020.4万 | 27.4万股 | -6,810股-2.48% | 减仓 |
| S嘉信策略信托SCHD |
| 3.18% | 3.66% | $1,304.1万 | 41.1万股 | $1,255.6万 | 40.9万股 | +1,988股+0.49% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.7% | 2.39% | $1,106.4万 | 32.7万股 | $820.0万 | 28.1万股 | +4.5万股+16.15% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.02% | 1.69% | $829.7万 | 4.4万股 | $579.6万 | 4.4万股 | -66股-0.15% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.91% | 1.8% | $783.9万 | 20.2万股 | $618.4万 | 17.6万股 | +2.6万股+14.50% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.86% | 1.98% | $762.9万 | 3.2万股 | $679.3万 | 3.2万股 | +653股+2.07% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.77% | 1.56% | $728.0万 | 17.4万股 | $536.4万 | 14.6万股 | +2.9万股+19.55% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.62% | 1.79% | $666.2万 | 15.8万股 | $613.1万 | 14.5万股 | +1.3万股+8.69% | 加仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 1.55% | 1.51% | $634.3万 | 17.4万股 | $517.2万 | 15.6万股 | +1.8万股+11.58% | 加仓 |
 苹果AAPL |
| 1.55% | 1.63% | $634.1万 | 2.2万股 | $559.7万 | 2.2万股 | -143股-0.65% | 减仓 |
 微软MSFT |
| 1.52% | 1.78% | $622.3万 | 1.7万股 | $611.2万 | 1.7万股 | +171股+1.04% | 加仓 |
| G通用动力VTI |
| 1.43% | 1.48% | $587.5万 | 1.6万股 | $508.0万 | 1.6万股 | +41股+0.26% | 加仓 |
 英伟达NVDA |
| 1.33% | 1.39% | $546.0万 | 2.7万股 | $478.2万 | 2.7万股 | -133股-0.49% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.27% | 1.19% | $520.6万 | 11.1万股 | $407.7万 | 8.7万股 | +2.4万股+28.07% | 加仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 1.21% | 1.23% | $496.0万 | 9.8万股 | $421.9万 | 8.3万股 | +1.5万股+17.65% | 加仓 |
| S嘉信策略信托SCHM |
| 1.16% | 1.15% | $477.4万 | 12.9万股 | $393.6万 | 12.7万股 | +2,372股+1.87% | 加仓 |
| V先锋领航指数基金VB |
| 1.13% | 1.16% | $463.5万 | 1.5万股 | $397.9万 | 1.5万股 | +98股+0.65% | 加仓 |
 卡特彼勒CAT |
| 1.12% | 0.87% | $461.6万 | 4,335股 | $298.7万 | 4,217股 | +118股+2.80% | 加仓 |
| F第一信托交易所交易基金FTCB |
| 1.06% | 1.06% | $435.4万 | 20.9万股 | $364.7万 | 17.4万股 | +3.5万股+19.98% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.05% | 1.14% | $431.9万 | 2.0万股 | $389.7万 | 2.0万股 | -8股-0.04% | 减仓 |
| SSPDR黄金信托GLD |
| 1.02% | 1.21% | $419.7万 | 1.1万股 | $415.7万 | 9,660股 | +1,732股+17.93% | 加仓 |
 摩根大通JPM |
| 1.02% | 1.09% | $419.5万 | 1.3万股 | $372.5万 | 1.3万股 | +152股+1.20% | 加仓 |
| VVanEck Russia ETFBBH |
| 1.01% | 2.52% | $415.2万 | 4.0万股 | $864.5万 | 8.9万股 | -4.9万股-55.33% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 0.99% | 0.92% | $407.9万 | 7.5万股 | $315.5万 | 5.8万股 | +1.6万股+28.18% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.96% | 0.88% | $395.4万 | 5.5万股 | $300.9万 | 4.7万股 | +8,531股+18.17% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.94% | 0.88% | $385.4万 | 4.7万股 | $300.6万 | 4.2万股 | +4,647股+10.96% | 加仓 |
| IiShares安硕信托USMV |
| 0.89% | 1.06% | $363.4万 | 3.8万股 | $364.0万 | 3.9万股 | -1,584股-4.04% | 减仓 |
| V先锋领航指数基金VUG |
| 0.84% | 0.5% | $345.4万 | 4.0万股 | $170.7万 | 3,909股 | +3.6万股+925.76% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.84% | 0.94% | $343.7万 | 7.2万股 | $321.5万 | 6.7万股 | +4,829股+7.19% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.82% | 0.88% | $335.4万 | 1.5万股 | $302.7万 | 1.6万股 | -499股-3.16% | 减仓 |
| V先锋领航指数基金VTV |
| 0.82% | 0.7% | $335.0万 | 1.5万股 | $240.7万 | 1.2万股 | +3,106股+25.32% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.81% | 0.89% | $330.9万 | 9.1万股 | $304.8万 | 9.0万股 | +333股+0.37% | 加仓 |
| VVALUED ADVISERS TRMBSF |
| 0.79% | 0.83% | $322.5万 | 12.6万股 | $286.0万 | 11.2万股 | +1.3万股+12.04% | 加仓 |
 博通AVGO |
| 0.74% | 0.74% | $303.0万 | 8,022股 | $252.2万 | 8,149股 | -127股-1.56% | 减仓 |
| FFIRST TRUST TACTICAL HIGH YIELD ETFHYLS |
| 0.73% | 0.76% | $300.0万 | 7.4万股 | $261.4万 | 6.4万股 | +9,371股+14.55% | 加仓 |
| V先锋领航指数基金VOO |
| 0.72% | 0.55% | $294.0万 | 4,280股 | $188.1万 | 3,148股 | +1,132股+35.96% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 0.71% | 0.77% | $292.0万 | 11.7万股 | $263.0万 | 10.6万股 | +1.1万股+10.57% | 加仓 |
| FFT VEST LAD AUTO CALL BARRIERACYN |
| 0.71% | — | $291.1万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
| PPGIM ULTRAPULS |
| 0.7% | 1.05% | $286.0万 | 5.8万股 | $361.4万 | 7.3万股 | -1.5万股-20.93% | 减仓 |
| GGlobal X基金PAVE |
| 0.68% | 0.21% | $277.4万 | 4.7万股 | $72.5万 | 1.4万股 | +3.3万股+230.14% | 加仓 |
 亚马逊AMZN |
| 0.67% | 0.57% | $276.9万 | 1.2万股 | $197.2万 | 9,467股 | +2,150股+22.71% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.61% | 0.57% | $250.0万 | 3,555股 | $195.6万 | 3,171股 | +384股+12.11% | 加仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 0.59% | 0.55% | $241.6万 | 6.4万股 | $188.1万 | 6.0万股 | +4,901股+8.22% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.56% | 0.71% | $230.9万 | 4,615股 | $242.4万 | 5,059股 | -444股-8.78% | 减仓 |
| S道富SPYM |
| 0.55% | 0.5% | $225.8万 | 2.6万股 | $170.7万 | 2.2万股 | +3,387股+15.18% | 加仓 |
| IiShares白银信托SLV |
| 0.55% | 0.75% | $224.8万 | 4.2万股 | $258.7万 | 3.8万股 | +4,071股+10.72% | 加仓 |
| SSPDR道富系列信托XAR |
| 0.52% | 0.07% | $213.8万 | 7,535股 | $24.1万 | 948股 | +6,587股+694.83% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.5% | 0.53% | $204.5万 | 5.1万股 | $181.4万 | 4.6万股 | +4,957股+10.77% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.49% | 0.51% | $202.8万 | 5.9万股 | $174.9万 | 5.4万股 | +5,145股+9.48% | 加仓 |
