| V先锋领航指数基金VOO |
| 8.38% | 7.99% | $3,947.3万 | 5.7万股 | $3,286.3万 | 5.5万股 | +2,476股+4.50% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 6.41% | 5.82% | $3,020.0万 | 59.3万股 | $2,393.2万 | 51.6万股 | +7.7万股+14.92% | 加仓 |
 英伟达NVDA |
| 3.06% | 2.84% | $1,438.6万 | 7.2万股 | $1,167.4万 | 6.7万股 | +4,958股+7.41% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.85% | 1.1% | $1,341.9万 | 11.3万股 | $453.4万 | 4.6万股 | +6.6万股+143.51% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.64% | 2.84% | $1,241.7万 | 17.8万股 | $1,169.1万 | 18.7万股 | -9,574股-5.11% | 减仓 |
 帕兰提尔PLTR |
| 2.52% | 2.19% | $1,184.9万 | 10.2万股 | $899.5万 | 6.1万股 | +4.0万股+65.16% | 加仓 |
| B贝莱德ETF信托DYNF |
| 2.51% | 1.84% | $1,180.2万 | 17.4万股 | $758.0万 | 13.0万股 | +4.3万股+33.20% | 加仓 |
| IiShares安硕·COREIJH |
| 2.36% | 2.05% | $1,113.1万 | 14.4万股 | $842.5万 | 12.5万股 | +2.0万股+15.71% | 加仓 |
| I景顺QQQ信托VOO |
| 2.35% | 1.77% | $1,105.9万 | 1.5万股 | $727.9万 | 1.3万股 | +2,407股+19.09% | 加仓 |
| DDimensional维度·USDFUV |
| 1.95% | 2.02% | $916.0万 | 16.7万股 | $831.8万 | 17.2万股 | -5,146股-3.00% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.94% | 2.25% | $911.7万 | 16.9万股 | $925.2万 | 17.5万股 | -6,522股-3.72% | 减仓 |
 苹果AAPL |
| 1.87% | 1.84% | $879.9万 | 3.0万股 | $756.3万 | 3.0万股 | +607股+2.04% | 加仓 |
 谷歌AGOOGL |
| 1.86% | 1.76% | $874.6万 | 2.4万股 | $724.2万 | 2.5万股 | -708股-2.81% | 减仓 |
 微软MSFT |
| 1.67% | 1.75% | $787.8万 | 2.1万股 | $720.7万 | 1.9万股 | +1,650股+8.47% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 1.61% | 1.59% | $757.8万 | 15.0万股 | $654.3万 | 13.1万股 | +1.9万股+14.29% | 加仓 |
| WWORLD GOLD TRGLD |
| 1.59% | 2.26% | $748.4万 | 9.4万股 | $927.5万 | 10.0万股 | -5,839股-5.84% | 减仓 |
 亚马逊AMZN |
| 1.37% | 1.31% | $646.4万 | 2.7万股 | $539.6万 | 2.6万股 | +1,210股+4.67% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.34% | 1.46% | $632.4万 | 14.3万股 | $602.2万 | 15.5万股 | -1.2万股-8.00% | 减仓 |
| LLAZARD INTERNATIONAL DYNAMIC EQUITY ETFIDEQ |
| 1.22% | 0.24% | $572.0万 | 16.3万股 | $100.0万 | 3.2万股 | +13.2万股+417.72% | 加仓 |
| IiShares安硕信托ITOT |
| 1.19% | 1.18% | $557.9万 | 3.4万股 | $483.6万 | 3.4万股 | +4股+0.01% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.17% | 1.16% | $551.0万 | 6.7万股 | $477.8万 | 6.7万股 | -140股-0.21% | 减仓 |
 特斯拉TSLA |
| 1.05% | 1.1% | $495.3万 | 1.2万股 | $453.8万 | 1.2万股 | -432股-3.54% | 减仓 |
 Meta平台META |
| 0.97% | 1.19% | $458.0万 | 8,131股 | $490.1万 | 8,566股 | -435股-5.08% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.85% | 1% | $400.3万 | 6.8万股 | $412.1万 | 6.9万股 | -1,325股-1.91% | 减仓 |
| V先锋领航·MIDVO |
| 0.84% | 0.81% | $393.8万 | 4.9万股 | $334.2万 | 1.2万股 | +3.7万股+320.07% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.83% | 1.61% | $393.0万 | 7,853股 | $661.8万 | 1.4万股 | -5,958股-43.14% | 减仓 |
| SSPDR黄金信托GLD |
| 0.81% | 1.15% | $380.5万 | 1.0万股 | $472.8万 | 1.1万股 | -661股-6.02% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.81% | 0.82% | $379.5万 | 3.1万股 | $335.6万 | 7,870股 | +2.3万股+288.34% | 加仓 |
 VisaV |
| 0.8% | 0.78% | $375.9万 | 1.1万股 | $319.6万 | 1.1万股 | +381股+3.60% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.71% | 0.74% | $335.9万 | 3.3万股 | $304.3万 | 3.0万股 | +2,122股+6.96% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.69% | $328.7万 | 9,302股 | $284.1万 | 9,903股 | -601股-6.07% | 减仓 |
| AAvantis·U SAVUV |
| 0.65% | 0.6% | $306.4万 | 2.5万股 | $244.9万 | 2.2万股 | +2,384股+10.75% | 加仓 |
 博通AVGO |
| 0.62% | 0.66% | $291.6万 | 7,719股 | $273.2万 | 8,827股 | -1,108股-12.55% | 减仓 |
| IiShares安硕信托IVV |
| 0.62% | 0.55% | $290.2万 | 3,876股 | $226.7万 | 3,471股 | +405股+11.67% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.62% | 0.62% | $289.9万 | 3.5万股 | $253.9万 | 3.6万股 | -481股-1.35% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.59% | 0.48% | $276.6万 | 5.8万股 | $196.4万 | 4.1万股 | +1.7万股+41.18% | 加仓 |
 摩根大通JPM |
| 0.58% | 0.6% | $270.8万 | 8,273股 | $245.9万 | 8,359股 | -86股-1.03% | 减仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 0.57% | 0.43% | $268.2万 | 5.3万股 | $177.5万 | 3.5万股 | +1.8万股+51.18% | 加仓 |
 波音BA |
| 0.56% | 0.6% | $262.4万 | 1.2万股 | $245.4万 | 1.2万股 | -206股-1.67% | 减仓 |
 强生JNJ |
| 0.54% | 0.6% | $252.8万 | 9,954股 | $248.0万 | 1.0万股 | -192股-1.89% | 减仓 |
| VVICORVICR |
| 0.52% | 0.25% | $246.8万 | 6,499股 | $104.5万 | 6,493股 | +6股+0.09% | 加仓 |
 埃克森美孚XOM |
| 0.51% | 0.67% | $241.8万 | 1.8万股 | $275.4万 | 1.6万股 | +1,455股+8.96% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.47% | 0.48% | $220.8万 | 9,085股 | $197.4万 | 9,085股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.46% | 0.7% | $214.3万 | 3.0万股 | $289.9万 | 3.0万股 | -127股-0.42% | 减仓 |
 可口可乐KO |
| 0.45% | 0.46% | $210.9万 | 2.6万股 | $188.6万 | 2.5万股 | +1,150股+4.64% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.45% | 0.32% | $209.5万 | 5.2万股 | $132.6万 | 3.9万股 | +1.3万股+33.02% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.44% | 0.42% | $209.3万 | 7.2万股 | $170.7万 | 6.4万股 | +8,042股+12.53% | 加仓 |
 威廉姆斯WMB |
| 0.44% | 0.54% | $208.1万 | 2.8万股 | $221.2万 | 3.0万股 | -2,402股-7.90% | 减仓 |
 礼来LLY |
| 0.42% | 0.31% | $196.2万 | 1,636股 | $128.6万 | 1,398股 | +238股+17.02% | 加仓 |
 甲骨文ORCL |
| 0.41% | 0.44% | $194.6万 | 1.3万股 | $180.7万 | 1.2万股 | +995股+8.10% | 加仓 |
