| A美国世纪ETF信托AVUS |
| 9.4% | 10.07% | $9,443.2万 | 73.7万股 | $8,143.3万 | 73.2万股 | +4,851股+0.66% | 加仓 |
| A美国世纪ETF信托AVLV |
| 8.2% | 8.17% | $8,242.7万 | 90.4万股 | $6,610.9万 | 82.0万股 | +8.4万股+10.19% | 加仓 |
| IiShares安硕信托ILCG |
| 5.49% | 4.1% | $5,516.7万 | 47.1万股 | $3,317.3万 | 34.7万股 | +12.4万股+35.69% | 加仓 |
微软MSFT |
| 4.4% | 0.24% | $4,418.2万 | 11.8万股 | $193.9万 | 5,237股 | +11.3万股+2,161.70% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.86% | 3.91% | $3,882.1万 | 31.3万股 | $3,158.9万 | 7.4万股 | +23.9万股+322.01% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 3.71% | 4.07% | $3,723.8万 | 83.9万股 | $3,294.9万 | 84.8万股 | -8,442股-1.00% | 减仓 |
| DDimensional维度ETF信托DFEV |
| 3.43% | 2.6% | $3,446.9万 | 80.8万股 | $2,102.8万 | 58.8万股 | +22.0万股+37.46% | 加仓 |
Meta平台META |
| 3.32% | 0.11% | $3,337.2万 | 5.9万股 | $89.8万 | 1,569股 | +5.8万股+3,675.91% | 加仓 |
| G通用动力VTI |
| 3.23% | 3.99% | $3,249.9万 | 8.8万股 | $3,228.9万 | 10.1万股 | -1.3万股-12.74% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.16% | 2.13% | $3,171.5万 | 58.7万股 | $1,724.3万 | 32.7万股 | +26.0万股+79.71% | 加仓 |
AVANTIS INTLNGG |
| 2.8% | 3.23% | $2,816.9万 | 31.6万股 | $2,609.8万 | 30.8万股 | +8,185股+2.66% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.53% | 2.94% | $2,542.0万 | 24.7万股 | $2,379.4万 | 23.8万股 | +8,402股+3.53% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.5% | 2.58% | $2,507.3万 | 26.0万股 | $2,084.1万 | 25.9万股 | +1,211股+0.47% | 加仓 |
| AAvantis·U SAVUV |
| 2.42% | 1.77% | $2,429.6万 | 19.5万股 | $1,431.7万 | 13.0万股 | +6.5万股+50.26% | 加仓 |
| IiShares安硕信托EFV |
| 2.36% | 3.33% | $2,368.0万 | 30.6万股 | $2,689.5万 | 35.9万股 | -5.4万股-14.90% | 减仓 |
雅培ABT |
| 2.19% | 0.3% | $2,202.5万 | 24.3万股 | $241.3万 | 2.4万股 | +21.9万股+932.89% | 加仓 |
麦当劳MCD |
| 2.14% | — | $2,149.2万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| A美国世纪ETF信托AVUQ |
| 2.12% | — | $2,131.7万 | 32.3万股 | $0 | 0股 | +32.3万股 | 新买入 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.98% | 1.95% | $1,989.7万 | 6.6万股 | $1,580.1万 | 6.6万股 | -824股-1.24% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.56% | 1.79% | $1,565.9万 | 42.5万股 | $1,445.0万 | 42.5万股 | -324股-0.08% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.52% | 1.64% | $1,525.2万 | 18.5万股 | $1,325.2万 | 18.6万股 | -1,081股-0.58% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.41% | 0.3% | $1,414.9万 | 1.9万股 | $244.0万 | 3,752股 | +1.5万股+404.96% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.4% | 1.67% | $1,406.3万 | 37.7万股 | $1,353.9万 | 38.1万股 | -3,606股-0.95% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.4% | 1.04% | $1,406.1万 | 41.6万股 | $841.3万 | 28.9万股 | +12.7万股+43.87% | 加仓 |
| A美国世纪ETF信托AVSC |
| 1.28% | 1.08% | $1,290.9万 | 17.6万股 | $877.5万 | 14.1万股 | +3.5万股+24.96% | 加仓 |
| I景顺QQQ信托VOO |
| 1.21% | 1.17% | $1,212.9万 | 1.6万股 | $947.4万 | 1.6万股 | +56股+0.34% | 加仓 |
| A美国世纪ETF信托DSPY |
| 1.16% | 1.71% | $1,170.4万 | 17.8万股 | $1,384.3万 | 23.1万股 | -5.2万股-22.69% | 减仓 |
百事可乐PEP |
| 1.14% | — | $1,150.2万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
| DDimensional维度ETF信托DCOR |
| 1.14% | 1.25% | $1,148.1万 | 14.0万股 | $1,009.4万 | 14.0万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVLC |
| 1.13% | — | $1,139.0万 | 12.7万股 | $0 | 0股 | +12.7万股 | 新买入 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.12% | 1.33% | $1,128.8万 | 27.4万股 | $1,077.9万 | 27.7万股 | -3,022股-1.09% | 减仓 |
| V先锋领航指数基金VUG |
| 1.06% | 0.46% | $1,066.6万 | 12.4万股 | $368.7万 | 8,442股 | +11.5万股+1,366.73% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.03% | 1.16% | $1,038.1万 | 12.1万股 | $936.3万 | 12.1万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 0.97% | 1.03% | $975.8万 | 24.0万股 | $836.8万 | 24.2万股 | -2,106股-0.87% | 减仓 |
| S嘉信策略信托SCHD |
| 0.94% | — | $939.5万 | 29.6万股 | $0 | 0股 | +29.6万股 | 新买入 |
| A美国世纪ETF信托AVMV |
| 0.78% | 1.01% | $780.6万 | 9.7万股 | $819.6万 | 11.0万股 | -1.4万股-12.28% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.73% | 0.72% | $738.3万 | 19.0万股 | $579.1万 | 16.5万股 | +2.5万股+15.16% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.6% | 0.72% | $600.3万 | 14.5万股 | $584.4万 | 14.1万股 | +4,269股+3.03% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 0.55% | 0.56% | $551.8万 | 5.3万股 | $454.3万 | 5.4万股 | -48股-0.09% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.54% | 0.61% | $539.7万 | 7.7万股 | $490.3万 | 7.9万股 | -1,302股-1.66% | 减仓 |
| IiShares安硕信托IVV |
| 0.48% | 0.52% | $479.7万 | 6,406股 | $416.9万 | 6,383股 | +23股+0.36% | 加仓 |
洛克希德马丁LMT |
| 0.46% | — | $463.6万 | 9,100股 | $0 | 0股 | +9,100股 | 新买入 |
| AAMERICAN CENTY ETF TRAVGV |
| 0.43% | 0.49% | $435.5万 | 5.1万股 | $397.2万 | 5.1万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVGE |
| 0.43% | 0.48% | $433.9万 | 4.4万股 | $385.4万 | 4.4万股 | 00.00% | 持仓不变 |
AMER STATES WTRAWR |
| 0.43% | 0.52% | $428.4万 | 5.2万股 | $424.6万 | 5.6万股 | -3,744股-6.72% | 减仓 |
| F第一信托·USTQTEC |
| 0.37% | 0.3% | $373.1万 | 1.1万股 | $240.8万 | 1.1万股 | +2股+0.02% | 加仓 |
耐克NKE |
| 0.35% | — | $354.9万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
LOWES COS COMLOW |
| 0.3% | — | $302.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 0.3% | 0.36% | $302.1万 | 6.5万股 | $294.9万 | 6.3万股 | +1,873股+2.97% | 加仓 |
苹果AAPL |
| 0.29% | 0.31% | $293.1万 | 1.0万股 | $251.6万 | 9,913股 | +216股+2.18% | 加仓 |