| A美国世纪ETF信托AVUS |
| 25.96% | 27.6% | $1.07亿 | 105.9万股 | $9,983.0万 | 108.1万股 | -2.1万股-1.97% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 21.29% | 21.32% | $8,760.9万 | 244.4万股 | $7,713.0万 | 233.8万股 | +10.6万股+4.55% | 加仓 |
 AVANTIS INTLNGG |
| 16.45% | 17.27% | $6,767.1万 | 91.4万股 | $6,246.5万 | 94.3万股 | -2.8万股-3.00% | 减仓 |
| A美国世纪ETF信托AVEM |
| 7.32% | 7.56% | $3,011.5万 | 43.9万股 | $2,733.8万 | 45.4万股 | -1.5万股-3.29% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 2.94% | 3.17% | $1,208.2万 | 38.9万股 | $1,148.2万 | 41.3万股 | -2.5万股-6.01% | 减仓 |
| RRUBRIK INC CLASS ARBRK |
| 2.83% | — | $1,164.0万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
 联合包裹UPSUPS |
| 2.01% | 2.49% | $826.3万 | 8.2万股 | $900.4万 | 8.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSU |
| 1.83% | 1.26% | $751.5万 | 19.1万股 | $454.3万 | 12.7万股 | +6.5万股+50.94% | 加仓 |
| IiShares安硕信托ITOT |
| 1.52% | 1.98% | $625.2万 | 4.6万股 | $714.6万 | 5.9万股 | -1.2万股-21.18% | 减仓 |
| IiShares安硕信托IEFA |
| 1.16% | 1.2% | $479.2万 | 5.7万股 | $434.7万 | 5.7万股 | -69股-0.12% | 减仓 |
 AIRBNB COM CL AABNB |
| 1.11% | 1.14% | $456.0万 | 3.4万股 | $411.6万 | 3.4万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 1.09% | 1.04% | $448.7万 | 15.1万股 | $375.4万 | 14.2万股 | +9,318股+6.57% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.87% | 0.99% | $359.3万 | 13.4万股 | $357.3万 | 13.6万股 | -2,134股-1.57% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.85% | 0.88% | $348.9万 | 3.9万股 | $319.4万 | 3.9万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSI |
| 0.74% | 0.54% | $305.7万 | 7.8万股 | $196.1万 | 5.6万股 | +2.1万股+37.96% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.78% | $278.3万 | 1.6万股 | $282.0万 | 1.8万股 | -2,363股-13.09% | 减仓 |
 苹果AAPL |
| 0.64% | 0.85% | $265.3万 | 1.3万股 | $306.9万 | 1.4万股 | -888股-6.43% | 减仓 |
| G通用动力VTI |
| 0.57% | 0.59% | $234.8万 | 7,726股 | $212.3万 | 7,726股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.54% | — | $223.5万 | 3,600股 | $0 | 0股 | +3,600股 | 新买入 |
 好市多COST |
| 0.53% | 0.38% | $217.6万 | 2,198股 | $136.7万 | 1,446股 | +752股+52.01% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.49% | 0.55% | $199.9万 | 6.9万股 | $199.5万 | 7.7万股 | -7,985股-10.36% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.48% | 0.53% | $198.1万 | 3.5万股 | $190.1万 | 3.7万股 | -2,650股-7.09% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.48% | 0.49% | $196.5万 | 6.7万股 | $177.9万 | 6.8万股 | -1,000股-1.47% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.43% | 0.44% | $176.2万 | 7.4万股 | $159.2万 | 7.4万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVRE |
| 0.37% | 0.42% | $153.4万 | 3.5万股 | $151.0万 | 3.5万股 | -365股-1.04% | 减仓 |
 强生JNJ |
| 0.37% | 0.55% | $151.4万 | 9,913股 | $200.5万 | 1.2万股 | -2,180股-18.03% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.29% | 0.33% | $120.0万 | 6,566股 | $118.0万 | 6,907股 | -341股-4.94% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.28% | 0.21% | $117.0万 | 3.1万股 | $77.2万 | 2.3万股 | +7,803股+34.03% | 加仓 |
| NNEXTDOORNXDR |
| 0.28% | 0.29% | $113.2万 | 68.2万股 | $104.3万 | 68.2万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.24% | 0.15% | $97.0万 | 4,438股 | $52.8万 | 3,774股 | +664股+17.59% | 加仓 |
| IiShares安硕信托REET |
| 0.23% | 0.26% | $96.5万 | 3.9万股 | $94.7万 | 3.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.23% | 0.55% | $95.6万 | 4,357股 | $200.0万 | 1.1万股 | -6,157股-58.56% | 减仓 |
 谷歌AGOOGL |
| 0.22% | 0.22% | $89.2万 | 5,060股 | $78.2万 | 5,060股 | 00.00% | 持仓不变 |
| MMANAGER DIRECTED PORTFOLIOSVGSR |
| 0.19% | 0.2% | $80.1万 | 7.7万股 | $72.9万 | 7.2万股 | +4,687股+6.52% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.19% | 0.19% | $76.6万 | 1.5万股 | $70.1万 | 1.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.17% | 0.06% | $71.7万 | 1,441股 | $20.0万 | 533股 | +908股+170.36% | 加仓 |
| A美国世纪ETF信托AVGE |
| 0.17% | 0.17% | $69.0万 | 8,901股 | $62.9万 | 8,829股 | +72股+0.82% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.17% | — | $68.4万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| LLYFT INC CLASS ALYFT |
| 0.16% | 0.07% | $67.7万 | 4.3万股 | $27.0万 | 2.3万股 | +2.0万股+88.96% | 加仓 |
| IiShares安硕信托IWV |
| 0.16% | 0.17% | $66.5万 | 1,895股 | $60.2万 | 1,895股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.15% | 0.15% | $61.6万 | 997股 | $55.8万 | 997股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.14% | 0.11% | $59.1万 | 3,741股 | $40.5万 | 3,741股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.14% | — | $58.6万 | 2,021股 | $0 | 0股 | +2,021股 | 新买入 |
 埃克森美孚XOM |
| 0.14% | 0.15% | $57.1万 | 5,298股 | $55.6万 | 4,672股 | +626股+13.40% | 加仓 |
 CSX铁路CSX |
| 0.13% | 0.13% | $51.9万 | 1.6万股 | $46.8万 | 1.6万股 | 00.00% | 持仓不变 |
| PPimco Active Bond ETFBOND |
| 0.12% | 0.15% | $51.4万 | 5,577股 | $54.1万 | 5,846股 | -269股-4.60% | 减仓 |
| IiShares安硕信托SHV |
| 0.12% | — | $49.5万 | 4,485股 | $0 | 0股 | +4,485股 | 新买入 |
 赛富时CRM |
| 0.12% | 0.14% | $47.6万 | 1,745股 | $49.5万 | 1,845股 | -100股-5.42% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.11% | 0.13% | $47.3万 | 3,547股 | $45.7万 | 3,547股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.11% | 0.13% | $47.1万 | 4,506股 | $47.5万 | 4,506股 | 00.00% | 持仓不变 |
