| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 17.02% | 15.83% | $1.05亿 | 127.9万股 | $9,077.8万 | 128.0万股 | -1,059股-0.08% | 减仓 |
| IiShares安硕信托IWY |
| 9.71% | 8.93% | $5,982.4万 | 20.6万股 | $5,120.5万 | 20.6万股 | +77股+0.04% | 加仓 |
| SSPDR道富指数基金QEFA |
| 9.64% | 9.97% | $5,938.5万 | 61.9万股 | $5,717.3万 | 61.3万股 | +5,522股+0.90% | 加仓 |
| IiShares安硕信托IUSB |
| 7.63% | 7.82% | $4,703.0万 | 101.9万股 | $4,487.6万 | 97.2万股 | +4.8万股+4.89% | 加仓 |
| B贝莱德ETF信托DYNF |
| 6.99% | 6.34% | $4,305.3万 | 63.3万股 | $3,639.0万 | 62.5万股 | +7,566股+1.21% | 加仓 |
| I景顺自营指数基金IUS |
| 5.96% | 5.55% | $3,670.5万 | 56.0万股 | $3,185.4万 | 55.0万股 | +9,672股+1.76% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 3.77% | 3.88% | $2,321.4万 | 49.6万股 | $2,225.1万 | 47.4万股 | +2.2万股+4.64% | 加仓 |
 苹果AAPL |
| 3.16% | 2.96% | $1,948.3万 | 6.7万股 | $1,698.3万 | 6.7万股 | +414股+0.62% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.61% | 2.47% | $1,605.7万 | 55.4万股 | $1,414.1万 | 56.3万股 | -8,921股-1.58% | 减仓 |
| PPacer基金信托COWZ |
| 2.6% | 2.9% | $1,603.5万 | 25.8万股 | $1,661.1万 | 26.6万股 | -7,727股-2.91% | 减仓 |
| EEA SERIES TRUSTFRDM |
| 2.56% | 2.19% | $1,579.8万 | 21.7万股 | $1,257.4万 | 23.0万股 | -1.3万股-5.81% | 减仓 |
| AAvantis·U SAVUV |
| 2.04% | 1.95% | $1,257.0万 | 10.1万股 | $1,120.5万 | 10.1万股 | -684股-0.67% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 2% | 1.91% | $1,229.1万 | 5.6万股 | $1,095.0万 | 5.7万股 | -1,070股-1.87% | 减仓 |
| GGlobal X基金AIQ |
| 1.6% | 1.27% | $987.3万 | 15.0万股 | $730.0万 | 15.6万股 | -5,944股-3.80% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.34% | 1.13% | $822.8万 | 8.0万股 | $646.3万 | 8.2万股 | -1,731股-2.11% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 1.19% | 1.15% | $732.5万 | 13.6万股 | $657.6万 | 13.8万股 | -2,776股-2.01% | 减仓 |
| B贝莱德ETF信托BAI |
| 1.12% | 0.81% | $689.9万 | 13.1万股 | $462.3万 | 14.0万股 | -9,423股-6.72% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.84% | — | $516.3万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| IiShares安硕信托IWV |
| 0.74% | 0.73% | $455.9万 | 1.1万股 | $417.0万 | 1.1万股 | -558股-4.96% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.62% | 0.64% | $379.8万 | 14.3万股 | $366.7万 | 14.0万股 | +3,264股+2.33% | 加仓 |
 英伟达NVDA |
| 0.6% | 0.39% | $371.7万 | 1.9万股 | $221.8万 | 1.3万股 | +5,856股+46.04% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 0.59% | 0.55% | $362.2万 | 5.0万股 | $316.1万 | 5.2万股 | -1,435股-2.78% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.57% | 0.54% | $350.5万 | 4,694股 | $309.7万 | 4,761股 | -67股-1.41% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.51% | $349.9万 | 9,904股 | $290.2万 | 1.0万股 | -213股-2.11% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.57% | 0.56% | $348.2万 | 8.3万股 | $318.5万 | 8.7万股 | -3,191股-3.68% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.5% | $328.8万 | 6,571股 | $284.1万 | 5,928股 | +643股+10.85% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.47% | 0.45% | $291.3万 | 2.3万股 | $255.4万 | 5,989股 | +1.7万股+291.73% | 加仓 |
| S嘉信策略信托SCHF |
| 0.45% | 0.4% | $275.1万 | 9.9万股 | $227.3万 | 9.2万股 | +7,477股+8.14% | 加仓 |
 美光科技MU |
| 0.44% | 0.14% | $272.5万 | 2,361股 | $81.0万 | 2,397股 | -36股-1.50% | 减仓 |
| PPimco Active Bond ETFBOND |
| 0.42% | 0.46% | $259.6万 | 2.8万股 | $261.8万 | 2.8万股 | -218股-0.77% | 减仓 |
| V先锋领航指数基金VTV |
| 0.4% | 0.39% | $245.6万 | 1.1万股 | $223.5万 | 1.1万股 | -125股-1.10% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.39% | 0.4% | $242.2万 | 4.2万股 | $228.5万 | 3.9万股 | +2,587股+6.63% | 加仓 |
 微软MSFT |
| 0.39% | 0.23% | $239.9万 | 6,432股 | $133.3万 | 3,601股 | +2,831股+78.62% | 加仓 |
| IiShares安硕信托IVV |
| 0.37% | 0.29% | $229.8万 | 3,069股 | $168.5万 | 2,580股 | +489股+18.95% | 加仓 |
 亚马逊AMZN |
| 0.36% | 0.24% | $218.9万 | 9,183股 | $137.1万 | 6,581股 | +2,602股+39.54% | 加仓 |
 谷歌AGOOGL |
| 0.31% | 0.12% | $191.5万 | 5,359股 | $68.3万 | 2,375股 | +2,984股+125.64% | 加仓 |
 台积电TSM |
| 0.28% | 0.25% | $175.4万 | 3,673股 | $141.1万 | 4,174股 | -501股-12.00% | 减仓 |
| I景顺·S&PSPHQ |
| 0.28% | 0.25% | $173.5万 | 1.9万股 | $144.8万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托LRGF |
| 0.28% | 0.27% | $171.5万 | 2.3万股 | $154.8万 | 2.3万股 | -779股-3.32% | 减仓 |
| I景顺QQQ信托VOO |
| 0.25% | 0.21% | $152.5万 | 2,070股 | $118.8万 | 2,058股 | +12股+0.58% | 加仓 |
| IiShares安硕信托AGG |
| 0.23% | 0.27% | $144.6万 | 1.5万股 | $154.2万 | 1.6万股 | -928股-5.97% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.23% | 0.22% | $144.5万 | 1.8万股 | $128.5万 | 1.8万股 | -514股-2.85% | 减仓 |
 iShares安硕·MBSACGL |
| 0.23% | 0.27% | $139.4万 | 1.5万股 | $153.7万 | 1.6万股 | -1,445股-8.93% | 减仓 |
 Meta平台META |
| 0.22% | 0.22% | $137.2万 | 2,436股 | $128.6万 | 2,248股 | +188股+8.36% | 加仓 |
 GE航空GE |
| 0.21% | 0.21% | $131.9万 | 3,529股 | $121.7万 | 4,290股 | -761股-17.74% | 减仓 |
 万事达MA |
| 0.2% | 0.27% | $125.5万 | 2,443股 | $152.2万 | 3,046股 | -603股-19.80% | 减仓 |
 GE VernovaGEV |
| 0.2% | 0.16% | $125.0万 | 1,064股 | $91.0万 | 1,043股 | +21股+2.01% | 加仓 |
 默沙东MRK |
| 0.2% | 0.25% | $124.9万 | 9,720股 | $143.8万 | 1.2万股 | -2,235股-18.70% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.17% | 0.17% | $106.8万 | 1.5万股 | $96.2万 | 1.5万股 | -28股-0.19% | 减仓 |
 博通AVGO |
| 0.17% | 0.05% | $103.1万 | 2,730股 | $28.6万 | 924股 | +1,806股+195.45% | 加仓 |
