| DDimensional维度ETF信托DFAC |
| 13.8% | 14.04% | $8,408.1万 | 189.5万股 | $7,201.7万 | 185.3万股 | +4.2万股+2.28% | 加仓 |
| A美国世纪ETF信托AVUS |
| 7.98% | 7.97% | $4,860.2万 | 37.9万股 | $4,088.1万 | 36.8万股 | +1.2万股+3.20% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 6.25% | 6.81% | $3,806.3万 | 102.2万股 | $3,490.1万 | 98.2万股 | +3.9万股+4.00% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 4.74% | 5.63% | $2,886.6万 | 60.5万股 | $2,889.0万 | 60.3万股 | +1,149股+0.19% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 4.35% | 4.96% | $2,653.0万 | 54.9万股 | $2,541.5万 | 53.0万股 | +1.9万股+3.51% | 加仓 |
| I景顺QQQ信托VOO |
| 4.25% | 3.47% | $2,588.5万 | 3.5万股 | $1,781.3万 | 3.1万股 | +4,287股+13.89% | 加仓 |
 苹果AAPL |
| 3.55% | 3.52% | $2,166.0万 | 7.5万股 | $1,803.2万 | 7.1万股 | +3,803股+5.35% | 加仓 |
 微软MSFT |
| 3.4% | 3.69% | $2,069.0万 | 5.5万股 | $1,892.1万 | 5.1万股 | +4,352股+8.51% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 3.38% | 3.77% | $2,060.1万 | 38.4万股 | $1,931.7万 | 36.8万股 | +1.6万股+4.37% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.7% | 2.07% | $1,643.7万 | 40.4万股 | $1,061.4万 | 30.7万股 | +9.7万股+31.65% | 加仓 |
| DDimensional维度ETF信托DGCB |
| 2.47% | 2.81% | $1,504.5万 | 27.5万股 | $1,441.1万 | 26.6万股 | +8,994股+3.38% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 2.41% | 2.83% | $1,469.1万 | 34.8万股 | $1,451.2万 | 34.4万股 | +4,314股+1.26% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.92% | 1.47% | $1,168.0万 | 21.6万股 | $754.4万 | 14.3万股 | +7.3万股+51.28% | 加仓 |
 卡特彼勒CAT |
| 1.71% | 1.35% | $1,040.5万 | 9,771股 | $692.1万 | 9,768股 | +3股+0.03% | 加仓 |
 谷歌AGOOGL |
| 1.48% | 1.38% | $903.6万 | 2.5万股 | $706.1万 | 2.5万股 | +730股+2.97% | 加仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 1.47% | 1.87% | $893.8万 | 19.2万股 | $960.6万 | 20.5万股 | -1.3万股-6.49% | 减仓 |
 摩根大通JPM |
| 1.42% | 1.5% | $866.3万 | 2.6万股 | $768.1万 | 2.6万股 | +354股+1.36% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.37% | 1.33% | $833.7万 | 16.1万股 | $682.6万 | 15.1万股 | +1.0万股+6.61% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 1.29% | 1.45% | $785.3万 | 15.5万股 | $742.8万 | 14.6万股 | +8,160股+5.57% | 加仓 |
 英伟达NVDA |
| 1.28% | 1.14% | $781.5万 | 3.9万股 | $582.7万 | 3.3万股 | +5,649股+16.91% | 加仓 |
 亚马逊AMZN |
| 1.15% | 1.13% | $701.3万 | 2.9万股 | $579.5万 | 2.8万股 | +1,599股+5.75% | 加仓 |
 好市多COST |
| 0.96% | 1.21% | $585.5万 | 6,258股 | $618.3万 | 6,205股 | +53股+0.85% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.88% | 0.75% | $538.2万 | 6.6万股 | $385.1万 | 5.6万股 | +1.0万股+17.73% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.8% | 0.46% | $484.7万 | 5.3万股 | $234.9万 | 2.9万股 | +2.4万股+82.36% | 加仓 |
| G通用动力VTI |
| 0.78% | 0.8% | $478.2万 | 1.3万股 | $408.6万 | 1.3万股 | +185股+1.45% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.78% | 0.92% | $474.8万 | 11.5万股 | $471.0万 | 11.3万股 | +1,271股+1.12% | 加仓 |
 沃尔玛WMT |
| 0.74% | 0.92% | $450.1万 | 4.0万股 | $473.6万 | 3.8万股 | +1,641股+4.31% | 加仓 |
| S嘉信策略信托SCHD |
| 0.69% | — | $421.9万 | 13.3万股 | $0 | 0股 | +13.3万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.65% | 0.67% | $398.8万 | 5,325股 | $342.7万 | 5,246股 | +79股+1.51% | 加仓 |
 VisaV |
| 0.65% | 0.59% | $394.2万 | 1.1万股 | $302.1万 | 9,994股 | +1,497股+14.98% | 加仓 |
| IiShares安硕信托IVW |
| 0.62% | 0.6% | $375.2万 | 2.7万股 | $308.6万 | 2.7万股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.61% | — | $373.2万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.61% | 0.57% | $372.8万 | 9,385股 | $291.1万 | 9,150股 | +235股+2.57% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.6% | 0.5% | $368.2万 | 1.9万股 | $256.8万 | 1.9万股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.57% | 0.14% | $349.9万 | 3.5万股 | $71.3万 | 7,087股 | +2.8万股+389.70% | 加仓 |
 博通AVGO |
| 0.55% | 0.45% | $334.7万 | 8,860股 | $232.6万 | 7,515股 | +1,345股+17.90% | 加仓 |
 礼来LLY |
| 0.5% | 0.46% | $303.9万 | 2,534股 | $236.6万 | 2,572股 | -38股-1.48% | 减仓 |
 埃克森美孚XOM |
| 0.48% | 0.71% | $293.0万 | 2.1万股 | $362.8万 | 2.1万股 | +43股+0.20% | 加仓 |
 雪佛龙CVX |
| 0.46% | 0.63% | $279.1万 | 1.7万股 | $324.0万 | 1.6万股 | +1,177股+7.52% | 加仓 |
 Phillips 66PSX |
| 0.42% | 0.54% | $255.3万 | 1.5万股 | $276.1万 | 1.5万股 | -50股-0.33% | 减仓 |
 强生JNJ |
| 0.42% | 0.47% | $253.5万 | 9,980股 | $238.7万 | 9,766股 | +214股+2.19% | 加仓 |
 麦当劳MCD |
| 0.34% | 0.47% | $205.5万 | 7,604股 | $239.4万 | 7,705股 | -101股-1.31% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.4% | $204.6万 | 4,088股 | $206.2万 | 4,303股 | -215股-5.00% | 减仓 |
 LOWES COS COMLOW |
| 0.33% | 0.43% | $198.1万 | 8,984股 | $220.6万 | 9,337股 | -353股-3.78% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.3% | 0.31% | $180.5万 | 8,226股 | $159.8万 | 8,330股 | -104股-1.25% | 减仓 |
| RRBB FDTBIL |
| 0.29% | 0.1% | $174.8万 | 3.5万股 | $49.0万 | 9,836股 | +2.5万股+256.48% | 加仓 |
| N新纪元能源NEE |
| 0.28% | 0.3% | $171.3万 | 2.0万股 | $155.0万 | 1.7万股 | +2,831股+16.97% | 加仓 |
 贝莱德·INC COMBLK |
| 0.27% | 0.24% | $162.3万 | 1,688股 | $124.0万 | 1,290股 | +398股+30.85% | 加仓 |
 艾默生电气EMR |
| 0.26% | 0.28% | $157.1万 | 1.1万股 | $143.8万 | 1.1万股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 0.26% | 0.33% | $156.3万 | 5,379股 | $168.4万 | 4,879股 | +500股+10.25% | 加仓 |
