| S道富SPYM |
| 13.73% | 13.73% | $5,266.4万 | 59.9万股 | $4,518.7万 | 59.0万股 | +8,905股+1.51% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 13.42% | 13.87% | $5,150.3万 | 116.1万股 | $4,567.4万 | 117.5万股 | -1.4万股-1.22% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 3.96% | 4.49% | $1,520.3万 | 36.0万股 | $1,476.7万 | 35.0万股 | +1.0万股+2.98% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 3.91% | 4.46% | $1,501.9万 | 40.3万股 | $1,468.3万 | 41.3万股 | -1.0万股-2.47% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 3.76% | 4.31% | $1,441.9万 | 30.2万股 | $1,420.2万 | 29.7万股 | +5,365股+1.81% | 加仓 |
| IiShares安硕信托ITOT |
| 3.52% | 3.64% | $1,351.2万 | 8.3万股 | $1,199.5万 | 8.5万股 | -2,262股-2.67% | 减仓 |
| IiShares安硕信托EFV |
| 3.14% | 3.34% | $1,205.6万 | 15.7万股 | $1,100.8万 | 14.8万股 | +9,426股+6.37% | 加仓 |
 英伟达NVDA |
| 2.96% | 1.84% | $1,136.9万 | 5.7万股 | $606.2万 | 5.5万股 | +1,912股+3.48% | 加仓 |
| IiShares安硕信托EFG |
| 2.88% | 2.78% | $1,104.5万 | 8.9万股 | $914.5万 | 8.2万股 | +6,661股+8.11% | 加仓 |
| IiShares安硕信托IUSB |
| 2.78% | 3.14% | $1,065.8万 | 23.1万股 | $1,034.7万 | 22.4万股 | +6,937股+3.10% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.66% | 2.57% | $1,020.4万 | 4.7万股 | $845.4万 | 4.4万股 | +2,427股+5.51% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.44% | 2.43% | $935.4万 | 23.0万股 | $799.5万 | 23.1万股 | -1,237股-0.53% | 减仓 |
| B贝莱德ETF信托DYNF |
| 2.23% | 2.07% | $855.9万 | 12.6万股 | $680.9万 | 11.7万股 | +8,819股+7.54% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 2.2% | 2.48% | $844.3万 | 36.5万股 | $815.0万 | 35.1万股 | +1.4万股+3.99% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.12% | 0.3% | $812.3万 | 1.1万股 | $98.6万 | 1,517股 | +9,361股+617.07% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 1.87% | 1.82% | $719.2万 | 18.5万股 | $597.5万 | 17.1万股 | +1.5万股+8.73% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.76% | 1.68% | $675.1万 | 1.9万股 | $552.9万 | 1.9万股 | -168股-0.87% | 减仓 |
| IiShares安硕信托IVW |
| 1.71% | 1.56% | $654.3万 | 4.8万股 | $514.4万 | 4.5万股 | +2,091股+4.60% | 加仓 |
| IiShares安硕·GLOBAL ENERGY ETFIXC |
| 1.46% | 1.87% | $561.5万 | 11.4万股 | $615.4万 | 10.7万股 | +7,472股+6.99% | 加仓 |
 iShares安硕·MBSACGL |
| 1.34% | 1.47% | $515.5万 | 5.5万股 | $483.7万 | 5.1万股 | +3,599股+7.07% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.25% | 1.34% | $478.4万 | 2.0万股 | $439.9万 | 2.0万股 | -240股-1.17% | 减仓 |
 苹果AAPL |
| 1.11% | 1.06% | $427.7万 | 1.5万股 | $347.5万 | 1.4万股 | +1,087股+7.94% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.07% | 0.89% | $410.8万 | 1.6万股 | $291.5万 | 1.6万股 | +220股+1.37% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.85% | 0.75% | $326.4万 | 3.2万股 | $246.3万 | 3.1万股 | +602股+1.92% | 加仓 |
| IiShares安硕信托IVV |
| 0.78% | 0.79% | $299.0万 | 3,993股 | $260.9万 | 3,994股 | -1股-0.03% | 减仓 |
 埃克森美孚XOM |
| 0.76% | 1.08% | $290.6万 | 2.1万股 | $353.9万 | 2.1万股 | +393股+1.88% | 加仓 |
| IiShares安硕信托IFRA |
| 0.7% | 0.68% | $268.2万 | 4.3万股 | $224.7万 | 3.9万股 | +3,261股+8.30% | 加仓 |
 亚马逊AMZN |
| 0.67% | 0.63% | $258.1万 | 1.1万股 | $207.8万 | 9,979股 | +852股+8.54% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.64% | 0.7% | $244.7万 | 4.7万股 | $231.6万 | 4.5万股 | +2,155股+4.83% | 加仓 |
 微软MSFT |
| 0.63% | 0.65% | $242.0万 | 6,487股 | $215.3万 | 5,816股 | +671股+11.54% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.55% | 0.5% | $212.5万 | 7,441股 | $163.1万 | 7,840股 | -399股-5.09% | 减仓 |
 礼来LLY |
| 0.53% | 0.45% | $204.5万 | 1,705股 | $147.0万 | 1,598股 | +107股+6.70% | 加仓 |
| IiShares安硕信托VLUE |
| 0.52% | 0.43% | $200.9万 | 1.0万股 | $143.0万 | 1.0万股 | 00.00% | 持仓不变 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 0.46% | 0.43% | $175.3万 | 3.6万股 | $142.9万 | 3.6万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.45% | 0.45% | $172.7万 | 2.1万股 | $146.9万 | 2.1万股 | -216股-1.03% | 减仓 |
 泛林集团LRCX |
| 0.43% | 0.24% | $164.4万 | 3,794股 | $79.1万 | 3,700股 | +94股+2.54% | 加仓 |
 台积电TSM |
| 0.42% | 0.35% | $160.8万 | 3,366股 | $113.8万 | 3,366股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.41% | 0.22% | $158.0万 | 2,186股 | $72.8万 | 2,130股 | +56股+2.63% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.38% | 0.4% | $146.7万 | 2.1万股 | $131.9万 | 2.1万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.37% | 0.3% | $142.6万 | 3,774股 | $99.1万 | 3,203股 | +571股+17.83% | 加仓 |
| V先锋领航指数基金VOO |
| 0.35% | 0.32% | $132.7万 | 1,802股 | $105.4万 | 1,826股 | -24股-1.31% | 减仓 |
 Meta平台META |
| 0.34% | 0.36% | $131.6万 | 2,337股 | $118.3万 | 2,068股 | +269股+13.01% | 加仓 |
 万事达MA |
| 0.34% | 0.37% | $130.2万 | 2,536股 | $123.2万 | 2,466股 | +70股+2.84% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.34% | 0.33% | $129.1万 | 1.5万股 | $107.9万 | 2,936股 | +1.2万股+400.00% | 加仓 |
 谷歌AGOOGL |
| 0.33% | 0.25% | $125.8万 | 3,521股 | $82.9万 | 2,883股 | +638股+22.13% | 加仓 |
 摩根大通JPM |
| 0.31% | 0.31% | $119.8万 | 3,659股 | $103.1万 | 3,504股 | +155股+4.42% | 加仓 |
| IiShares安硕·COREIJR |
| 0.28% | 0.26% | $109.2万 | 7,363股 | $85.6万 | 6,885股 | +478股+6.94% | 加仓 |
 BOOKING COMBKNG |
| 0.26% | 0.28% | $101.1万 | 5,672股 | $93.5万 | 222股 | +5,450股+2,454.95% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.26% | 0.31% | $100.1万 | 9,633股 | $102.6万 | 1.1万股 | -933股-8.83% | 减仓 |
 特斯拉TSLA |
| 0.25% | 0.2% | $96.7万 | 2,298股 | $66.0万 | 1,776股 | +522股+29.39% | 加仓 |
