| IiShares安硕信托SGOV |
| 25.41% | 24.12% | $9,686.5万 | 96.3万股 | $8,140.7万 | 80.9万股 | +15.4万股+19.10% | 加仓 |
| V先锋领航指数基金VOO |
| 19.71% | 21.17% | $7,512.8万 | 11.0万股 | $7,145.4万 | 10.9万股 | +752股+0.69% | 加仓 |
| S道富SPYM |
| 5.71% | 4.99% | $2,177.1万 | 24.9万股 | $1,685.4万 | 20.1万股 | +4.8万股+23.69% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 3.19% | 3.29% | $1,216.4万 | 25.5万股 | $1,110.5万 | 23.2万股 | +2.3万股+9.78% | 加仓 |
 苹果AAPL |
| 2.52% | 2.21% | $962.3万 | 2.9万股 | $747.5万 | 2.8万股 | +1,163股+4.20% | 加仓 |
 Meta平台META |
| 2.46% | 2.88% | $938.2万 | 1.5万股 | $971.1万 | 1.5万股 | +10股+0.07% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.43% | 1.46% | $927.6万 | 21.0万股 | $491.2万 | 11.7万股 | +9.3万股+79.37% | 加仓 |
| G通用动力VTI |
| 2% | 2.54% | $763.7万 | 2.1万股 | $857.8万 | 2.4万股 | -3,684股-15.04% | 减仓 |
| WWisdomTree信托WCLD |
| 1.89% | 1.7% | $719.5万 | 20.7万股 | $574.3万 | 21.0万股 | -3,262股-1.55% | 减仓 |
| IiShares安硕信托IVV |
| 1.85% | 2.02% | $707.0万 | 9,468股 | $681.9万 | 9,539股 | -71股-0.74% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 1.64% | 0.88% | $624.9万 | 7.6万股 | $297.4万 | 3.8万股 | +3.8万股+99.30% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.59% | 1.88% | $605.5万 | 10.7万股 | $634.6万 | 11.1万股 | -4,030股-3.63% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.32% | 1.38% | $502.2万 | 6.0万股 | $465.8万 | 5.7万股 | +2,891股+5.04% | 加仓 |
 OKTA CLASS AOKTA |
| 1.16% | 0.68% | $442.2万 | 3.0万股 | $228.5万 | 3.0万股 | -393股-1.31% | 减仓 |
 DocuSignDOCU |
| 0.94% | 0.96% | $357.2万 | 6.8万股 | $325.2万 | 6.9万股 | -1,601股-2.31% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.93% | 0.5% | $356.1万 | 9.5万股 | $168.1万 | 4.6万股 | +4.9万股+107.25% | 加仓 |
 赛富时CRM |
| 0.86% | 1.05% | $328.5万 | 1.9万股 | $355.8万 | 2.0万股 | -397股-2.02% | 减仓 |
 VeevaVEEV |
| 0.85% | 0.81% | $323.9万 | 1.7万股 | $273.8万 | 1.7万股 | -730股-4.22% | 减仓 |
| I景顺QQQ信托VOO |
| 0.78% | 0.83% | $298.1万 | 4,287股 | $278.6万 | 4,211股 | +76股+1.80% | 加仓 |
 英伟达NVDA |
| 0.77% | 0.82% | $293.2万 | 1.4万股 | $275.3万 | 1.3万股 | +1,301股+9.89% | 加仓 |
| GGitLabGTLB |
| 0.77% | 0.62% | $291.7万 | 8.9万股 | $209.5万 | 9.6万股 | -6,443股-6.74% | 减仓 |
 VisaV |
| 0.76% | 0.76% | $288.2万 | 8,037股 | $257.8万 | 7,699股 | +338股+4.39% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.61% | 0.61% | $231.0万 | 3,107股 | $206.1万 | 2,896股 | +211股+7.29% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.59% | 0.6% | $226.3万 | 7.9万股 | $202.3万 | 7.4万股 | +5,000股+6.78% | 加仓 |
 微软MSFT |
| 0.54% | 0.63% | $205.0万 | 5,205股 | $213.8万 | 5,037股 | +168股+3.34% | 加仓 |
 ServiceNowNOW |
| 0.53% | 0.53% | $202.1万 | 2.0万股 | $180.5万 | 2.0万股 | -728股-3.59% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.53% | 0.38% | $200.4万 | 4.8万股 | $128.1万 | 3.0万股 | +1.7万股+57.09% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 0.48% | 0.31% | $181.4万 | 3.4万股 | $104.7万 | 2.0万股 | +1.4万股+70.96% | 加仓 |
 TwilioTWLO |
| 0.47% | 2.16% | $179.8万 | 8,694股 | $728.4万 | 5.2万股 | -4.3万股-83.18% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.45% | 0.51% | $172.1万 | 1.4万股 | $171.2万 | 1.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.44% | 0.44% | $169.3万 | 4,881股 | $150.1万 | 4,290股 | +591股+13.78% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.44% | 0.59% | $167.1万 | 3.2万股 | $198.4万 | 4.0万股 | -7,980股-19.74% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.44% | 0.45% | $166.4万 | 9,476股 | $150.8万 | 9,476股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 0.43% | 0.24% | $165.2万 | 4.4万股 | $81.4万 | 2.1万股 | +2.2万股+104.65% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.43% | 0.5% | $163.7万 | 1.2万股 | $169.4万 | 1.4万股 | -1,148股-8.44% | 减仓 |
 亚马逊AMZN |
| 0.39% | 0.43% | $149.8万 | 6,060股 | $144.1万 | 5,478股 | +582股+10.62% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.38% | 0.47% | $146.5万 | 1.9万股 | $158.3万 | 2.0万股 | -1,386股-6.85% | 减仓 |
| V先锋领航指数基金VXF |
| 0.36% | 0.38% | $139.1万 | 5,839股 | $129.6万 | 5,837股 | +2股+0.03% | 加仓 |
| V先锋领航指数基金VTV |
| 0.36% | 0.38% | $138.0万 | 6,331股 | $128.9万 | 6,331股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.36% | 0.34% | $137.4万 | 9,321股 | $113.9万 | 7,366股 | +1,955股+26.54% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.31% | 0.4% | $117.6万 | 2,254股 | $135.0万 | 3,001股 | -747股-24.89% | 减仓 |
| V先锋领航全球基金VGT |
| 0.3% | 0.28% | $113.3万 | 1.0万股 | $93.5万 | 9,062股 | +958股+10.57% | 加仓 |
| DDimensional维度ETF信托DGCB |
| 0.28% | 0.18% | $107.9万 | 2.0万股 | $61.3万 | 1.1万股 | +8,619股+76.36% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.26% | 0.28% | $100.1万 | 9,158股 | $93.8万 | 9,158股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.25% | 0.26% | $93.6万 | 1,796股 | $87.7万 | 1,796股 | 00.00% | 持仓不变 |
 JOHN MARSHALL BANCORP INC COMJMSB |
| 0.24% | — | $91.2万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 应用材料AMAT |
| 0.24% | 0.2% | $90.9万 | 1,717股 | $66.0万 | 1,724股 | -7股-0.41% | 减仓 |
 博通AVGO |
| 0.23% | 0.22% | $88.8万 | 2,394股 | $72.8万 | 1,796股 | +598股+33.30% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.27% | $86.1万 | 1,754股 | $89.8万 | 1,888股 | -134股-7.10% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.22% | 0.26% | $84.0万 | 8,191股 | $86.4万 | 8,337股 | -146股-1.75% | 减仓 |
