| DDimensional维度ETF信托DFAC |
| 29.65% | 29.57% | $1.96亿 | 508.4万股 | $1.78亿 | 496.4万股 | +12.0万股+2.42% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 16.06% | 16.53% | $1.06亿 | 324.0万股 | $9,947.6万 | 320.0万股 | +4.0万股+1.26% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 7.21% | 7.29% | $4,771.0万 | 148.8万股 | $4,385.2万 | 147.7万股 | +1.0万股+0.69% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 6.29% | 6.27% | $4,158.4万 | 110.1万股 | $3,771.7万 | 106.1万股 | +4.0万股+3.80% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 5.32% | 5.55% | $3,517.4万 | 48.6万股 | $3,336.6万 | 49.8万股 | -1.2万股-2.47% | 减仓 |
| IiShares安硕信托IWV |
| 3.09% | 3.14% | $2,041.8万 | 5.4万股 | $1,891.2万 | 5.4万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVGE |
| 2.14% | 2.11% | $1,413.2万 | 16.9万股 | $1,270.1万 | 16.4万股 | +5,500股+3.36% | 加仓 |
| IiShares安硕信托IEFA |
| 1.43% | 1.51% | $942.9万 | 10.8万股 | $907.3万 | 10.9万股 | -683股-0.63% | 减仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 1.38% | 1.49% | $915.7万 | 3.1万股 | $896.6万 | 3.3万股 | -1,760股-5.35% | 减仓 |
| LLIFE360LIF |
| 1.17% | 0.67% | $771.2万 | 7.3万股 | $401.6万 | 6.2万股 | +1.1万股+17.89% | 加仓 |
微软MSFT |
| 1.1% | 1.14% | $729.8万 | 1.4万股 | $684.8万 | 1.4万股 | +322股+2.34% | 加仓 |
| DDimensional维度·USDFUV |
| 1.04% | 1.1% | $685.9万 | 15.3万股 | $664.0万 | 15.7万股 | -3,588股-2.28% | 减仓 |
| G通用动力VTI |
| 0.96% | 0.97% | $632.3万 | 1.9万股 | $585.3万 | 1.9万股 | +8股+0.04% | 加仓 |
英伟达NVDA |
| 0.89% | 0.76% | $588.9万 | 3.2万股 | $459.0万 | 2.9万股 | +2,505股+8.62% | 加仓 |
| FFLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUNDTILT |
| 0.86% | 0.76% | $568.1万 | 2.3万股 | $457.5万 | 2.0万股 | +3,023股+14.80% | 加仓 |
| TThe 2023 ETF Ser TR Eagle Cap Select Equity ETFEAGL |
| 0.83% | 0.88% | $549.7万 | 17.6万股 | $530.7万 | 17.6万股 | 00.00% | 持仓不变 |
苹果AAPL |
| 0.74% | 0.63% | $492.5万 | 1.9万股 | $380.5万 | 1.9万股 | +795股+4.29% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.71% | 0.94% | $469.1万 | 7,042股 | $565.1万 | 9,146股 | -2,104股-23.00% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.63% | 0.64% | $415.4万 | 7.1万股 | $388.1万 | 7.2万股 | -552股-0.77% | 减仓 |
| V先锋领航指数基金VOO |
| 0.58% | 0.62% | $380.5万 | 6,214股 | $375.7万 | 6,613股 | -399股-6.03% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.56% | 0.57% | $373.0万 | 7,963股 | $345.2万 | 8,132股 | -169股-2.08% | 减仓 |
亚马逊AMZN |
| 0.51% | 0.53% | $340.1万 | 1.5万股 | $318.3万 | 1.5万股 | +982股+6.77% | 加仓 |
谷歌AGOOGL |
| 0.48% | 0.37% | $318.7万 | 1.3万股 | $225.3万 | 1.3万股 | +326股+2.55% | 加仓 |
| A美国世纪ETF信托AVSU |
| 0.46% | 0.44% | $305.2万 | 4.1万股 | $263.7万 | 3.8万股 | +3,046股+7.92% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.42% | 0.43% | $279.7万 | 2.0万股 | $261.3万 | 2.0万股 | -41股-0.20% | 减仓 |
Meta平台META |
| 0.42% | 0.44% | $277.0万 | 3,772股 | $264.2万 | 3,579股 | +193股+5.39% | 加仓 |
| IiShares安硕IEMG |
| 0.41% | 0.41% | $268.3万 | 4.1万股 | $244.3万 | 4.1万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.4% | 0.31% | $263.8万 | 1.1万股 | $183.9万 | 1.0万股 | +469股+4.53% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.38% | 0.41% | $249.1万 | 3.6万股 | $247.9万 | 3.9万股 | -2,516股-6.47% | 减仓 |
| V先锋领航指数基金VUG |
| 0.36% | 0.36% | $239.3万 | 4,990股 | $218.8万 | 4,990股 | 00.00% | 持仓不变 |
| EEA SERIES TRUSTGEW |
| 0.36% | — | $239.2万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
| A美国世纪ETF信托AVSD |
| 0.34% | 0.35% | $224.0万 | 3.1万股 | $211.6万 | 3.1万股 | -21股-0.07% | 减仓 |
AVANTIS INTLNGG |
| 0.33% | 0.3% | $217.3万 | 2.8万股 | $180.1万 | 2.4万股 | +3,210股+13.19% | 加仓 |
台积电TSM |
| 0.28% | 0.22% | $184.1万 | 6,592股 | $134.0万 | 5,915股 | +677股+11.45% | 加仓 |
博通AVGO |
| 0.25% | 0.23% | $162.1万 | 4,914股 | $135.9万 | 4,929股 | -15股-0.30% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.24% | 0.22% | $156.2万 | 2.1万股 | $132.9万 | 1.9万股 | +1,403股+7.24% | 加仓 |
| V先锋领航指数基金VV |
| 0.22% | 0.23% | $147.1万 | 4,777股 | $136.3万 | 4,777股 | 00.00% | 持仓不变 |
摩根大通JPM |
| 0.22% | 0.21% | $146.9万 | 4,658股 | $128.3万 | 4,425股 | +233股+5.27% | 加仓 |
GE航空GE |
| 0.22% | 0.21% | $145.2万 | 4,827股 | $123.5万 | 4,799股 | +28股+0.58% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.22% | 0.21% | $142.9万 | 5,269股 | $125.8万 | 5,269股 | 00.00% | 持仓不变 |
| IiShares安硕信托ILCG |
| 0.21% | 0.22% | $141.5万 | 1.4万股 | $131.4万 | 1.4万股 | 00.00% | 持仓不变 |
特斯拉TSLA |
| 0.21% | 0.15% | $137.3万 | 3,088股 | $90.4万 | 2,847股 | +241股+8.47% | 加仓 |
伯克希尔哈撒韦BRK.B |
| 0.21% | 0.21% | $137.2万 | 2,729股 | $126.3万 | 2,599股 | +130股+5.00% | 加仓 |
礼来LLY |
| 0.2% | 0.2% | $135.5万 | 1,776股 | $122.7万 | 1,574股 | +202股+12.83% | 加仓 |
NETFLIXNFLX |
| 0.2% | 0.24% | $131.2万 | 1,094股 | $142.8万 | 1,066股 | +28股+2.63% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.19% | 0.2% | $127.5万 | 3,489股 | $118.5万 | 3,489股 | 00.00% | 持仓不变 |
高盛GS |
| 0.18% | 0.18% | $121.2万 | 1,522股 | $106.3万 | 1,502股 | +20股+1.33% | 加仓 |
| IiShares安硕信托IVW |
| 0.18% | 0.22% | $120.0万 | 9,938股 | $131.3万 | 1.2万股 | -1,987股-16.66% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.18% | 0.16% | $118.0万 | 4.6万股 | $95.0万 | 4.0万股 | +6,040股+15.15% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.18% | 0.19% | $117.6万 | 3.7万股 | $111.6万 | 3.8万股 | -510股-1.34% | 减仓 |