| IiShares安硕信托IVV |
| 18.05% | 17.47% | $1.13亿 | 15.1万股 | $9,896.9万 | 15.2万股 | -321股-0.21% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 13.77% | 15.07% | $8,634.2万 | 171.9万股 | $8,539.6万 | 171.0万股 | +9,311股+0.54% | 加仓 |
| AAvantis·U SAVUV |
| 12.3% | 12.09% | $7,712.2万 | 61.8万股 | $6,848.5万 | 62.0万股 | -1,772股-0.29% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 9.35% | 9.75% | $5,867.2万 | 171.9万股 | $5,521.5万 | 171.4万股 | +5,643股+0.33% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 8.95% | 8.51% | $5,611.6万 | 134.5万股 | $4,821.8万 | 131.2万股 | +3.3万股+2.52% | 加仓 |
| G通用动力VTI |
| 5.5% | 5.05% | $3,449.3万 | 9.3万股 | $2,859.1万 | 8.9万股 | +4,094股+4.59% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 3.84% | 3.81% | $2,408.3万 | 68.7万股 | $2,158.8万 | 64.1万股 | +4.6万股+7.23% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.83% | 3.98% | $2,404.5万 | 4.8万股 | $2,257.0万 | 4.7万股 | +954股+2.03% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.81% | 3.8% | $2,387.2万 | 23.2万股 | $2,154.2万 | 21.6万股 | +1.6万股+7.39% | 加仓 |
| IiShares安硕信托NYF |
| 2.63% | 2.94% | $1,646.4万 | 30.5万股 | $1,668.3万 | 31.4万股 | -8,642股-2.75% | 减仓 |
 苹果AAPL |
| 2.56% | 2.4% | $1,606.4万 | 5.6万股 | $1,356.8万 | 5.3万股 | +2,056股+3.85% | 加仓 |
| IiShares安硕信托ITOT |
| 2.09% | 2.02% | $1,313.6万 | 8.0万股 | $1,141.7万 | 8.0万股 | -191股-0.24% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.82% | 1.79% | $1,138.7万 | 43.5万股 | $1,012.3万 | 42.8万股 | +7,243股+1.69% | 加仓 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 1.5% | 1.84% | $943.6万 | 14.0万股 | $1,043.2万 | 14.0万股 | +467股+0.33% | 加仓 |
| SSPDR道富系列信托XOP |
| 1.5% | 1.96% | $938.8万 | 6.1万股 | $1,109.6万 | 6.1万股 | -167股-0.27% | 减仓 |
 谷歌AGOOGL |
| 0.9% | 0.75% | $564.1万 | 1.6万股 | $425.2万 | 1.5万股 | +998股+6.75% | 加仓 |
| IiShares安硕信托EFV |
| 0.82% | 0.63% | $516.5万 | 6.7万股 | $356.1万 | 4.8万股 | +1.9万股+40.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.73% | 0.61% | $455.4万 | 1.3万股 | $343.9万 | 1.2万股 | +902股+7.52% | 加仓 |
 微软MSFT |
| 0.58% | 0.63% | $363.2万 | 9,738股 | $359.6万 | 9,714股 | +24股+0.25% | 加仓 |
| IiShares黄金信托IAU |
| 0.37% | 0.48% | $230.3万 | 3.0万股 | $269.4万 | 3.1万股 | -63股-0.21% | 减仓 |
| V先锋领航·NY TAX FREE FDSMUNY |
| 0.34% | 0.31% | $214.4万 | 2.1万股 | $173.7万 | 1.7万股 | +3,663股+21.61% | 加仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.31% | — | $194.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.29% | 0.22% | $183.1万 | 4.4万股 | $123.0万 | 3.2万股 | +1.3万股+40.58% | 加仓 |
 亚马逊AMZN |
| 0.29% | 0.28% | $179.9万 | 7,547股 | $157.2万 | 7,548股 | -1股-0.01% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.28% | 0.06% | $178.1万 | 9,470股 | $32.8万 | 2,116股 | +7,354股+347.54% | 加仓 |
 VisaV |
| 0.21% | 0.21% | $133.1万 | 3,881股 | $117.1万 | 3,873股 | +8股+0.21% | 加仓 |
| FFLEXFLEX |
| 0.18% | 0.08% | $113.4万 | 7,000股 | $45.8万 | 7,000股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVRE |
| 0.17% | 0.17% | $105.5万 | 2.2万股 | $97.5万 | 2.2万股 | +116股+0.52% | 加仓 |
 思科CSCO |
| 0.16% | 0.12% | $101.4万 | 8,631股 | $65.2万 | 8,403股 | +228股+2.71% | 加仓 |
 特斯拉TSLA |
| 0.15% | 0.14% | $92.9万 | 2,208股 | $82.1万 | 2,208股 | 00.00% | 持仓不变 |
 万豪MAR |
| 0.14% | 0.14% | $90.9万 | 2,452股 | $80.1万 | 2,448股 | +4股+0.16% | 加仓 |
 Meta平台META |
| 0.14% | 0.15% | $87.0万 | 1,545股 | $86.2万 | 1,506股 | +39股+2.59% | 加仓 |
 埃克森美孚XOM |
| 0.13% | 0.18% | $83.7万 | 6,118股 | $103.1万 | 6,078股 | +40股+0.66% | 加仓 |
 应用材料AMAT |
| 0.13% | 0.07% | $80.0万 | 1,107股 | $37.8万 | 1,106股 | +1股+0.09% | 加仓 |
 强生JNJ |
| 0.1% | 0.1% | $61.3万 | 2,413股 | $58.6万 | 2,397股 | +16股+0.67% | 加仓 |
| EESTABLISHMENT LABSESTA |
| 0.1% | 0.07% | $60.7万 | 7,075股 | $40.2万 | 7,075股 | 00.00% | 持仓不变 |
| SSPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETFBWZ |
| 0.09% | 0.1% | $54.4万 | 2.0万股 | $54.5万 | 2.0万股 | +108股+0.53% | 加仓 |
| IiShares安硕信托IEFA |
| 0.08% | 0.08% | $49.8万 | 5,159股 | $44.0万 | 4,857股 | +302股+6.22% | 加仓 |
| AALPHA TAU MEDICALDRTSW |
| 0.07% | 0.05% | $46.1万 | 3.7万股 | $28.8万 | 4.1万股 | -4,070股-10.00% | 减仓 |
| SSPROTT ETF TRUST GOLD MINERS ETFSGDJ |
| 0.07% | 0.09% | $44.6万 | 7,095股 | $53.6万 | 7,095股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.07% | 0.07% | $44.3万 | 1.6万股 | $37.6万 | 1.5万股 | +796股+5.24% | 加仓 |
 HERSHEY COMHSY |
| 0.07% | 0.09% | $43.9万 | 2,504股 | $52.0万 | 2,504股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BWX |
| 0.07% | 0.08% | $42.7万 | 2.0万股 | $43.0万 | 2.0万股 | +119股+0.61% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.07% | 0.08% | $41.2万 | 3,260股 | $45.1万 | 3,239股 | +21股+0.65% | 加仓 |
| SSPDR黄金信托GLD |
| 0.06% | 0.08% | $40.7万 | 1,106股 | $47.6万 | 1,106股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.06% | 0.06% | $38.9万 | 1,190股 | $34.9万 | 1,185股 | +5股+0.42% | 加仓 |
 联合健康UNH |
| 0.06% | 0.04% | $38.6万 | 928股 | $24.9万 | 922股 | +6股+0.65% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.06% | 0.06% | $35.9万 | 5,036股 | $34.5万 | 5,384股 | -348股-6.46% | 减仓 |
 QUANTA SVCSPWR |
| 0.06% | 0.05% | $35.5万 | 493股 | $27.1万 | 493股 | 00.00% | 持仓不变 |
 南方电力SO |
| 0.05% | 0.06% | $34.3万 | 3,589股 | $34.4万 | 3,560股 | +29股+0.81% | 加仓 |
