 帕兰提尔PLTR |
| 21.98% | 29.23% | $1.08亿 | 92.6万股 | $1.36亿 | 92.8万股 | -1,522股-0.16% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 12.84% | 11.53% | $6,314.2万 | 142.3万股 | $5,354.8万 | 137.8万股 | +4.5万股+3.30% | 加仓 |
| A美国世纪ETF信托AVLC |
| 8.84% | 8.31% | $4,343.9万 | 48.3万股 | $3,857.1万 | 49.7万股 | -1.5万股-2.92% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 4.87% | 4.19% | $2,394.9万 | 29.2万股 | $1,944.5万 | 27.4万股 | +1.8万股+6.58% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 4.29% | 4.21% | $2,109.7万 | 56.6万股 | $1,953.9万 | 55.0万股 | +1.6万股+2.96% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 4.17% | 3.94% | $2,048.2万 | 25.0万股 | $1,827.6万 | 25.4万股 | -3,714股-1.46% | 减仓 |
| G通用动力VTI |
| 2.36% | 2.47% | $1,158.3万 | 3.1万股 | $1,148.2万 | 3.6万股 | -4,486股-12.53% | 减仓 |
| V先锋领航指数基金VOO |
| 2.31% | 2.32% | $1,134.4万 | 1.7万股 | $1,079.1万 | 1.8万股 | -1,543股-8.54% | 减仓 |
| V先锋领航指数基金VTV |
| 2.26% | 1.32% | $1,109.7万 | 5.1万股 | $613.1万 | 3.1万股 | +2.0万股+62.96% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 1.97% | 1.96% | $969.5万 | 21.6万股 | $910.0万 | 20.5万股 | +1.1万股+5.59% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.84% | 1.68% | $905.5万 | 9.4万股 | $777.7万 | 9.7万股 | -2,671股-2.77% | 减仓 |
 苹果AAPL |
| 1.57% | 1.41% | $772.5万 | 2.7万股 | $656.8万 | 2.6万股 | +817股+3.16% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.28% | 1.19% | $629.7万 | 12.2万股 | $552.2万 | 12.2万股 | -565股-0.46% | 减仓 |
| A美国世纪ETF信托AVUS |
| 1.25% | 1.17% | $616.0万 | 4.8万股 | $542.1万 | 4.9万股 | -664股-1.36% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 1.16% | 1.07% | $569.3万 | 24.0万股 | $498.3万 | 23.2万股 | +8,568股+3.70% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.05% | 1.09% | $514.4万 | 5.0万股 | $507.9万 | 5.1万股 | -947股-1.86% | 减仓 |
 AVANTIS INTLNGG |
| 0.86% | 0.9% | $422.1万 | 4.7万股 | $419.4万 | 4.9万股 | -2,107股-4.26% | 减仓 |
| A美国世纪ETF信托AVSC |
| 0.85% | 0.75% | $418.5万 | 5.7万股 | $350.2万 | 5.6万股 | +854股+1.52% | 加仓 |
 英伟达NVDA |
| 0.82% | 0.62% | $402.9万 | 2.0万股 | $287.1万 | 1.6万股 | +3,671股+22.30% | 加仓 |
 科磊KLAC |
| 0.8% | 0.08% | $391.4万 | 1.3万股 | $37.1万 | 252股 | +1.3万股+5,048.41% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.78% | 0.74% | $381.5万 | 4.5万股 | $341.8万 | 4.4万股 | +299股+0.67% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 0.75% | — | $368.8万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.7% | 0.71% | $342.9万 | 11.8万股 | $331.8万 | 13.2万股 | -1.4万股-10.45% | 减仓 |
 谷歌AGOOGL |
| 0.64% | 0.54% | $316.2万 | 8,848股 | $250.5万 | 8,712股 | +136股+1.56% | 加仓 |
| IiShares安硕信托IBMQ |
| 0.62% | 0.66% | $305.8万 | 12.0万股 | $305.2万 | 12.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBMR |
| 0.62% | — | $304.0万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
| IiShares安硕信托IBMS |
| 0.61% | 0.64% | $297.5万 | 11.5万股 | $297.0万 | 11.5万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVLV |
| 0.57% | 0.53% | $280.9万 | 3.1万股 | $248.2万 | 3.1万股 | +1股+0.00% | 加仓 |
 微软MSFT |
| 0.57% | 0.53% | $279.5万 | 7,493股 | $244.1万 | 6,595股 | +898股+13.62% | 加仓 |
 Meta平台META |
| 0.56% | 0.62% | $277.7万 | 4,930股 | $289.1万 | 5,053股 | -123股-2.43% | 减仓 |
 亚马逊AMZN |
| 0.55% | 0.4% | $271.3万 | 1.1万股 | $184.2万 | 8,846股 | +2,536股+28.67% | 加仓 |
| V先锋领航指数基金VB |
| 0.52% | 0.48% | $257.7万 | 8,500股 | $222.6万 | 8,500股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.49% | — | $238.6万 | 3,761股 | $0 | 0股 | +3,761股 | 新买入 |
| AAvantis·U SAVUV |
| 0.46% | 0.44% | $225.9万 | 1.8万股 | $206.3万 | 1.9万股 | -562股-3.01% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.46% | 0.46% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.45% | 0.4% | $222.4万 | 2.6万股 | $187.8万 | 4,300股 | +2.2万股+500.40% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.45% | 0.45% | $219.7万 | 5.3万股 | $211.2万 | 5.4万股 | -952股-1.76% | 减仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 0.44% | 0.35% | $217.0万 | 5.8万股 | $162.2万 | 5.1万股 | +6,549股+12.75% | 加仓 |
| IiShares安硕EEMS |
| 0.41% | 0.45% | $202.6万 | 2.7万股 | $206.9万 | 3.0万股 | -3,215股-10.75% | 减仓 |
| IiShares安硕信托EFV |
| 0.4% | 0.42% | $194.4万 | 2.5万股 | $196.7万 | 2.6万股 | -1,175股-4.47% | 减仓 |
 美光科技MU |
| 0.37% | 0.05% | $180.8万 | 1,566股 | $23.1万 | 685股 | +881股+128.61% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.36% | 0.36% | $179.1万 | 4.9万股 | $165.1万 | 4.9万股 | +24股+0.05% | 加仓 |
 博通AVGO |
| 0.36% | 0.21% | $174.6万 | 4,622股 | $96.3万 | 3,110股 | +1,512股+48.62% | 加仓 |
 应用材料AMAT |
| 0.35% | 0.05% | $173.3万 | 2,397股 | $21.6万 | 632股 | +1,765股+279.27% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.35% | 0.57% | $171.5万 | 2.0万股 | $266.2万 | 3.5万股 | -1.5万股-42.24% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.34% | 0.34% | $167.5万 | 1.1万股 | $157.0万 | 1.1万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托DSPY |
| 0.32% | 0.31% | $155.2万 | 2.4万股 | $141.9万 | 2.4万股 | +5股+0.02% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.3% | 0.27% | $148.0万 | 3.7万股 | $124.6万 | 3.7万股 | +22股+0.06% | 加仓 |
 可口可乐KO |
| 0.27% | 0.25% | $132.4万 | 1.6万股 | $114.6万 | 1.5万股 | +1,219股+8.09% | 加仓 |
| A美国世纪ETF信托AVEE |
| 0.26% | 0.24% | $129.3万 | 1.9万股 | $110.3万 | 1.7万股 | +1,251股+7.19% | 加仓 |
