| DDimensional维度ETF信托DFAU |
| 16.42% | 16.27% | $2.49亿 | 482.5万股 | $2.09亿 | 463.1万股 | +19.4万股+4.20% | 加仓 |
| A美国世纪ETF信托AVUS |
| 6.97% | 6.95% | $1.06亿 | 82.6万股 | $8,922.8万 | 80.3万股 | +2.4万股+2.98% | 加仓 |
| WWisdomTree信托DGRW |
| 5.3% | 5.68% | $8,054.1万 | 84.2万股 | $7,290.4万 | 83.0万股 | +1.2万股+1.49% | 加仓 |
| WWisdomTree信托QGRW |
| 4.67% | 4.44% | $7,086.6万 | 107.3万股 | $5,693.7万 | 106.6万股 | +7,601股+0.71% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 4.53% | 4.39% | $6,886.8万 | 95.3万股 | $5,629.8万 | 91.8万股 | +3.5万股+3.78% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.15% | 4.42% | $6,301.4万 | 152.8万股 | $5,674.5万 | 145.6万股 | +7.1万股+4.88% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 3.13% | 3.04% | $4,757.5万 | 58.7万股 | $3,896.8万 | 57.1万股 | +1.6万股+2.84% | 加仓 |
| IiShares安硕信托IQLT |
| 3.13% | 3.32% | $4,748.7万 | 95.8万股 | $4,261.4万 | 92.2万股 | +3.7万股+3.97% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 3.07% | 3.08% | $4,658.6万 | 101.8万股 | $3,950.4万 | 100.1万股 | +1.8万股+1.76% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 2.76% | 2.16% | $4,187.9万 | 25.9万股 | $2,771.5万 | 24.7万股 | +1.2万股+4.87% | 加仓 |
 苹果AAPL |
| 2.52% | 2.69% | $3,824.1万 | 13.2万股 | $3,451.2万 | 13.6万股 | -3,831股-2.82% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.36% | 2.26% | $3,588.0万 | 89.2万股 | $2,907.1万 | 85.9万股 | +3.4万股+3.93% | 加仓 |
| IiShares安硕信托IBDS |
| 2.03% | 2.3% | $3,081.6万 | 127.2万股 | $2,952.2万 | 121.8万股 | +5.4万股+4.47% | 加仓 |
| IiShares安硕信托IBDT |
| 2.01% | 2.29% | $3,046.9万 | 120.7万股 | $2,936.3万 | 115.9万股 | +4.7万股+4.09% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.91% | 1.96% | $2,894.4万 | 13.2万股 | $2,522.0万 | 13.1万股 | +417股+0.32% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 1.88% | 2.06% | $2,854.2万 | 130.9万股 | $2,640.2万 | 120.6万股 | +10.3万股+8.55% | 加仓 |
| IiShares安硕信托IBDR |
| 1.86% | 2.15% | $2,823.0万 | 116.5万股 | $2,764.7万 | 114.1万股 | +2.5万股+2.15% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 1.85% | 2.08% | $2,803.9万 | 121.1万股 | $2,672.1万 | 114.9万股 | +6.2万股+5.39% | 加仓 |
| F第一信托·USTQTEC |
| 1.84% | 1.41% | $2,795.6万 | 8.4万股 | $1,810.5万 | 8.4万股 | -299股-0.36% | 减仓 |
| SSPDR道富系列信托SPTM |
| 1.82% | 1.86% | $2,760.1万 | 30.4万股 | $2,391.3万 | 30.2万股 | +1,540股+0.51% | 加仓 |
 AVANTIS INTLNGG |
| 1.72% | 1.92% | $2,611.8万 | 29.3万股 | $2,470.3万 | 29.1万股 | +1,627股+0.56% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.49% | 1.25% | $2,264.4万 | 9.0万股 | $1,610.4万 | 8.9万股 | +1,011股+1.14% | 加仓 |
| FFLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUNDTILT |
| 1.24% | 1.28% | $1,886.8万 | 6.8万股 | $1,648.4万 | 6.8万股 | +53股+0.08% | 加仓 |
| IINVESCO SP MIDCAP 400 REVENUERWK |
| 1.24% | 1.17% | $1,878.9万 | 12.8万股 | $1,508.2万 | 11.8万股 | +1.1万股+9.25% | 加仓 |
| I景顺QQQ信托VOO |
| 1.03% | 0.96% | $1,561.8万 | 2.1万股 | $1,229.7万 | 2.1万股 | -97股-0.46% | 减仓 |
| NNUSHARES ETF TRNULG |
| 1.02% | 0.91% | $1,553.1万 | 13.3万股 | $1,166.2万 | 12.8万股 | +4,437股+3.46% | 加仓 |
| PPACER FDS TR US LRG CP CASHCOWG |
| 1.02% | 0.9% | $1,549.0万 | 38.6万股 | $1,153.8万 | 34.2万股 | +4.4万股+12.82% | 加仓 |
 HARLEY DAVIDSON COMHOG |
| 0.97% | — | $1,477.5万 | 60.4万股 | $0 | 0股 | +60.4万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.95% | 1.08% | $1,438.1万 | 13.8万股 | $1,380.3万 | 14.2万股 | -3,672股-2.58% | 减仓 |
| FFirst Trust Technology Alphadex Fund EtfFXL |
| 0.91% | 0.76% | $1,387.3万 | 6.4万股 | $979.1万 | 6.2万股 | +2,234股+3.62% | 加仓 |
| S道富SPSM |
| 0.66% | 0.58% | $1,009.0万 | 17.5万股 | $739.9万 | 15.3万股 | +2.2万股+14.27% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.59% | 0.41% | $898.9万 | 4.2万股 | $528.7万 | 2.8万股 | +1.5万股+53.35% | 加仓 |
| G通用动力VTI |
| 0.56% | 0.43% | $850.3万 | 2.3万股 | $556.8万 | 1.7万股 | +5,622股+32.39% | 加仓 |
 英伟达NVDA |
| 0.55% | 0.57% | $832.9万 | 4.2万股 | $726.4万 | 4.2万股 | -24股-0.06% | 减仓 |
| J摩根大通交易所交易基金JPME |
| 0.52% | 0.57% | $792.2万 | 6.4万股 | $728.7万 | 6.4万股 | +146股+0.23% | 加仓 |
| FFLEXSHARES QUALITYQDEF |
| 0.5% | 0.5% | $766.4万 | 8.8万股 | $643.8万 | 8.1万股 | +7,403股+9.18% | 加仓 |
| PPacer基金信托COWZ |
| 0.46% | 0.5% | $695.3万 | 11.2万股 | $646.9万 | 10.3万股 | +8,378股+8.10% | 加仓 |
| AAvantis Total Equity Markets ETFAVTM |
| 0.4% | 0.41% | $606.6万 | 11.1万股 | $523.8万 | 11.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·ESGEFA |
| 0.39% | 0.41% | $590.6万 | 5.7万股 | $527.6万 | 5.5万股 | +2,269股+4.11% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.37% | 0.39% | $557.9万 | 12.6万股 | $499.7万 | 12.9万股 | -2,807股-2.18% | 减仓 |
| I景顺·S&PRWL |
| 0.36% | 0.38% | $546.2万 | 4.3万股 | $488.9万 | 4.3万股 | +206股+0.48% | 加仓 |
| DDBX ETF信托DEUS |
| 0.34% | 0.37% | $514.7万 | 7.9万股 | $469.0万 | 7.8万股 | +516股+0.66% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.32% | 0.26% | $479.3万 | 2.5万股 | $334.4万 | 2.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.29% | 0.13% | $445.7万 | 6,489股 | $163.6万 | 2,738股 | +3,751股+137.00% | 加仓 |
| S嘉信策略信托SCHD |
| 0.28% | 0.3% | $431.6万 | 13.6万股 | $381.5万 | 12.4万股 | +1.2万股+9.46% | 加仓 |
| IiShares安硕信托DGRO |
| 0.27% | 0.3% | $413.4万 | 5.5万股 | $388.0万 | 5.5万股 | -734股-1.33% | 减仓 |
| V先锋领航指数基金VUG |
| 0.26% | 0.27% | $396.7万 | 4.6万股 | $343.5万 | 7,864股 | +3.8万股+485.66% | 加仓 |
| GGBANK FINL HLDGS INC COMGBFH |
| 0.24% | 0.33% | $360.8万 | 11.9万股 | $425.1万 | 15.9万股 | -4.0万股-25.07% | 减仓 |
 特斯拉TSLA |
| 0.22% | 0.26% | $338.4万 | 8,046股 | $334.2万 | 8,990股 | -944股-10.50% | 减仓 |
| IiShares安硕信托LRGF |
| 0.22% | 0.23% | $337.0万 | 4.5万股 | $296.9万 | 4.5万股 | -429股-0.95% | 减仓 |
