| G通用动力VTI |
| 13.87% | 14.83% | $1.34亿 | 36.2万股 | $1.14亿 | 35.6万股 | +5,979股+1.68% | 加仓 |
| IiShares安硕信托IEFA |
| 5.33% | 6.14% | $5,143.8万 | 53.3万股 | $4,730.1万 | 52.2万股 | +1.0万股+1.93% | 加仓 |
| AALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETFIVAL |
| 4.48% | 5.48% | $4,323.2万 | 126.9万股 | $4,218.2万 | 124.2万股 | +2.7万股+2.16% | 加仓 |
| AALPHA ARCHITECT U.S. QUANTITATIVE MQMOM |
| 3.36% | 3.6% | $3,240.6万 | 41.2万股 | $2,770.2万 | 40.6万股 | +6,078股+1.50% | 加仓 |
| EEA SERIES TRUSTITAN |
| 3.24% | 3.41% | $3,126.2万 | 74.7万股 | $2,624.3万 | 73.2万股 | +1.6万股+2.12% | 加仓 |
| S嘉信策略信托SCHF |
| 3.09% | 3.38% | $2,980.9万 | 107.6万股 | $2,599.0万 | 105.0万股 | +2.6万股+2.48% | 加仓 |
| CCAMBRIA ETF TRTRTY |
| 3.07% | 3.57% | $2,959.2万 | 37.4万股 | $2,746.3万 | 36.4万股 | +9,986股+2.74% | 加仓 |
| SSPDR道富系列信托HYMB |
| 3% | 3.51% | $2,894.2万 | 113.8万股 | $2,700.6万 | 108.9万股 | +4.9万股+4.47% | 加仓 |
 苹果AAPL |
| 2.14% | 2.24% | $2,066.0万 | 7.1万股 | $1,723.9万 | 6.8万股 | +3,474股+5.11% | 加仓 |
| SSPDR道富系列信托TFI |
| 2.13% | 2.59% | $2,057.8万 | 44.9万股 | $1,994.9万 | 44.0万股 | +9,308股+2.12% | 加仓 |
| WWISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUNDIQDG |
| 2.03% | 2.26% | $1,956.3万 | 45.4万股 | $1,737.2万 | 43.3万股 | +2.1万股+4.92% | 加仓 |
| WWisdomTree信托DLN |
| 1.98% | 2.29% | $1,907.9万 | 19.8万股 | $1,762.4万 | 19.7万股 | +792股+0.40% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.94% | 2.38% | $1,869.1万 | 44.3万股 | $1,830.5万 | 43.4万股 | +9,246股+2.13% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.81% | 2.23% | $1,750.9万 | 75.7万股 | $1,717.2万 | 74.0万股 | +1.7万股+2.36% | 加仓 |
| AAvantis·U SAVUV |
| 1.68% | 1.81% | $1,622.2万 | 13.0万股 | $1,389.6万 | 12.6万股 | +4,234股+3.37% | 加仓 |
 英伟达NVDA |
| 1.65% | 1.62% | $1,593.3万 | 8.0万股 | $1,248.9万 | 7.2万股 | +8,022股+11.20% | 加仓 |
| VVanEck ETF信托HYD |
| 1.6% | 1.92% | $1,544.3万 | 30.0万股 | $1,480.6万 | 29.5万股 | +4,509股+1.53% | 加仓 |
| IiShares安硕信托IVV |
| 1.59% | 1.52% | $1,537.1万 | 2.1万股 | $1,173.5万 | 1.8万股 | +2,561股+14.26% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.48% | 1.6% | $1,427.9万 | 42.2万股 | $1,231.1万 | 42.3万股 | -667股-0.16% | 减仓 |
| IiShares安硕信托GVI |
| 1.37% | 1.55% | $1,324.6万 | 12.3万股 | $1,197.1万 | 11.3万股 | +1.0万股+9.14% | 加仓 |
| S嘉信·USSCHX |
| 1.26% | 1.38% | $1,213.6万 | 41.2万股 | $1,060.5万 | 41.4万股 | -1,251股-0.30% | 减仓 |
 微软MSFT |
| 1.07% | 1.21% | $1,032.9万 | 2.8万股 | $929.4万 | 2.5万股 | +2,583股+10.29% | 加仓 |
| RRBB FDTBIL |
| 1% | 0.85% | $968.0万 | 19.4万股 | $657.5万 | 13.2万股 | +6.2万股+47.22% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.96% | 1.07% | $926.7万 | 13.0万股 | $824.4万 | 12.9万股 | +1,417股+1.10% | 加仓 |
| V先锋领航指数基金VUG |
| 0.8% | 0.85% | $773.1万 | 9.0万股 | $652.8万 | 1.5万股 | +7.5万股+500.52% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.71% | 0.54% | $683.1万 | 9,148股 | $412.7万 | 6,346股 | +2,802股+44.15% | 加仓 |
 谷歌AGOOGL |
| 0.69% | 0.67% | $668.6万 | 1.9万股 | $518.4万 | 1.8万股 | +682股+3.78% | 加仓 |
 亚马逊AMZN |
| 0.68% | 0.65% | $659.0万 | 2.8万股 | $504.2万 | 2.4万股 | +3,441股+14.21% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.66% | — | $634.6万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
| IiShares安硕信托EFG |
| 0.65% | 0.74% | $625.6万 | 5.0万股 | $570.9万 | 5.1万股 | -979股-1.91% | 减仓 |
| IINVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETFIFLN |
| 0.61% | 0.73% | $585.9万 | 32.0万股 | $564.0万 | 31.4万股 | +5,996股+1.91% | 加仓 |
 Meta平台META |
| 0.6% | 0.66% | $577.9万 | 1.0万股 | $511.7万 | 8,943股 | +1,316股+14.72% | 加仓 |
 美光科技MU |
| 0.56% | 0.19% | $540.8万 | 4,685股 | $145.1万 | 4,296股 | +389股+9.05% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.55% | 0.32% | $535.5万 | 10.5万股 | $250.1万 | 4.9万股 | +5.6万股+114.01% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.53% | 0.6% | $509.3万 | 6.0万股 | $458.8万 | 5.9万股 | +71股+0.12% | 加仓 |
 博通AVGO |
| 0.53% | 0.4% | $506.7万 | 1.3万股 | $310.6万 | 1.0万股 | +3,380股+33.68% | 加仓 |
 AMD超威AMD |
| 0.49% | 0.21% | $475.9万 | 8,193股 | $158.3万 | 7,780股 | +413股+5.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.38% | $474.3万 | 1.3万股 | $295.2万 | 1.0万股 | +3,132股+30.43% | 加仓 |
 AMGEN COMAMGN |
| 0.49% | 0.61% | $468.5万 | 1.3万股 | $467.9万 | 1.3万股 | -361股-2.71% | 减仓 |
 摩根大通JPM |
| 0.46% | 0.49% | $444.7万 | 1.4万股 | $376.2万 | 1.3万股 | +796股+6.22% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.45% | 0.23% | $438.6万 | 3.4万股 | $177.4万 | 1.6万股 | +1.8万股+114.68% | 加仓 |
 VisaV |
| 0.45% | 0.46% | $437.6万 | 1.3万股 | $353.1万 | 1.2万股 | +1,072股+9.17% | 加仓 |
| I景顺QQQ信托VOO |
| 0.39% | 0.35% | $372.2万 | 5,054股 | $267.8万 | 4,640股 | +414股+8.92% | 加仓 |
| V先锋领航指数基金VOO |
| 0.37% | 0.44% | $356.8万 | 5,194股 | $336.6万 | 5,632股 | -438股-7.78% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.37% | 0.43% | $355.9万 | 7,113股 | $327.8万 | 6,841股 | +272股+3.98% | 加仓 |
| S嘉信策略信托SCHM |
| 0.36% | 0.39% | $347.5万 | 9.4万股 | $299.6万 | 9.7万股 | -2,503股-2.59% | 减仓 |
| V先锋领航·MIDVO |
| 0.33% | 0.37% | $318.1万 | 3.9万股 | $284.0万 | 9,889股 | +3.0万股+299.21% | 加仓 |
| S嘉信·USSCHA |
| 0.33% | 0.34% | $317.6万 | 8.8万股 | $258.1万 | 8.9万股 | -853股-0.96% | 减仓 |
 强生JNJ |
| 0.32% | 0.25% | $305.4万 | 1.2万股 | $191.8万 | 7,847股 | +4,176股+53.22% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 0.32% | 0.38% | $305.1万 | 2.6万股 | $289.4万 | 2.5万股 | +1,169股+4.70% | 加仓 |
