| J骏利亨德森JAAA |
| 9.84% | 9.88% | $3,053.0万 | 60.5万股 | $2,695.3万 | 53.5万股 | +7.0万股+13.00% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 6.28% | 6.05% | $1,949.4万 | 43.9万股 | $1,650.5万 | 42.5万股 | +1.5万股+3.47% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 4.2% | 3.87% | $1,302.2万 | 25.2万股 | $1,056.5万 | 23.4万股 | +1.8万股+7.59% | 加仓 |
| IiShares安硕信托IVW |
| 3.71% | 2.62% | $1,151.8万 | 8.4万股 | $713.8万 | 6.3万股 | +2.1万股+32.70% | 加仓 |
| IiShares安硕·S&PIVE |
| 3.21% | 2.98% | $996.9万 | 4.4万股 | $811.5万 | 3.8万股 | +5,471股+14.24% | 加仓 |
| S道富SPYM |
| 2.94% | 2.82% | $912.9万 | 10.4万股 | $769.0万 | 10.0万股 | +3,399股+3.38% | 加仓 |
 苹果AAPL |
| 2.78% | 2.79% | $861.3万 | 3.0万股 | $761.7万 | 3.0万股 | -244股-0.81% | 减仓 |
| B贝莱德ETF信托DYNF |
| 2.72% | 2.89% | $842.3万 | 12.4万股 | $789.0万 | 13.6万股 | -1.2万股-8.67% | 减仓 |
| IiShares安硕信托IVV |
| 2.48% | 2.49% | $768.9万 | 1.0万股 | $679.6万 | 1.0万股 | -137股-1.32% | 减仓 |
| IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB |
| 1.57% | 0.94% | $486.7万 | 2.9万股 | $256.7万 | 2.0万股 | +8,505股+41.72% | 加仓 |
 谷歌AGOOGL |
| 1.51% | 1.35% | $469.6万 | 1.3万股 | $368.1万 | 1.3万股 | +342股+2.67% | 加仓 |
 亚马逊AMZN |
| 1.46% | 1.59% | $451.8万 | 1.9万股 | $434.4万 | 2.1万股 | -1,904股-9.13% | 减仓 |
| B贝莱德ETF信托CORO |
| 1.4% | 0.9% | $434.4万 | 11.9万股 | $246.1万 | 7.7万股 | +4.2万股+55.05% | 加仓 |
| IiShares安硕IEMG |
| 1.39% | 1.33% | $430.3万 | 5.2万股 | $361.7万 | 5.2万股 | +93股+0.18% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.34% | 1.32% | $416.0万 | 10.1万股 | $359.9万 | 9.2万股 | +8,460股+9.16% | 加仓 |
| I景顺·S&PRWL |
| 1.33% | 0.87% | $412.2万 | 3.2万股 | $237.2万 | 2.1万股 | +1.2万股+56.32% | 加仓 |
| PPALMER SQUARE FUNDS TRPSQA |
| 1.28% | 1.38% | $396.2万 | 19.4万股 | $377.5万 | 18.5万股 | +8,945股+4.84% | 加仓 |
 微软MSFT |
| 1.25% | 1.31% | $386.6万 | 1.0万股 | $356.3万 | 9,624股 | +739股+7.68% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.1% | 1.16% | $341.0万 | 6,814股 | $316.6万 | 6,606股 | +208股+3.15% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 1.08% | 1.14% | $334.5万 | 2.5万股 | $309.9万 | 2.6万股 | -1,618股-6.12% | 减仓 |
| J骏利Detroit策略信托JBBB |
| 1.05% | 1.06% | $326.9万 | 6.9万股 | $290.1万 | 6.2万股 | +6,785股+10.90% | 加仓 |
| B贝莱德ETF信托THRO |
| 1.01% | 1.17% | $314.0万 | 7.3万股 | $319.7万 | 8.8万股 | -1.5万股-17.48% | 减仓 |
| IiShares安硕信托EFV |
| 1% | 1.75% | $308.9万 | 4.0万股 | $478.5万 | 6.4万股 | -2.4万股-37.30% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.9% | 0.99% | $278.4万 | 7.5万股 | $270.7万 | 7.6万股 | -1,462股-1.92% | 减仓 |
| B贝莱德ETF信托BAI |
| 0.89% | 0.77% | $275.6万 | 5.2万股 | $210.6万 | 6.4万股 | -1.2万股-18.19% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.89% | 1.58% | $274.8万 | 1.3万股 | $432.0万 | 2.3万股 | -1.0万股-44.40% | 减仓 |
| IiShares安硕信托MTUM |
| 0.87% | 0.51% | $269.8万 | 7,871股 | $138.8万 | 5,784股 | +2,087股+36.08% | 加仓 |
| IiShares安硕信托IUSB |
| 0.85% | 1.04% | $263.0万 | 5.7万股 | $283.9万 | 6.1万股 | -4,470股-7.27% | 减仓 |
 英伟达NVDA |
| 0.83% | 0.76% | $257.3万 | 1.3万股 | $206.4万 | 1.2万股 | +1,022股+8.63% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.75% | 0.77% | $232.8万 | 5.6万股 | $209.8万 | 5.7万股 | -1,296股-2.27% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.73% | 0.77% | $226.9万 | 5.9万股 | $210.6万 | 6.0万股 | -1,614股-2.68% | 减仓 |
| IiShares安硕信托EFG |
| 0.7% | 0.42% | $215.8万 | 1.7万股 | $113.4万 | 1.0万股 | +7,163股+70.34% | 加仓 |
| VVictory组合IIMODL |
| 0.67% | 0.59% | $206.8万 | 4.1万股 | $159.9万 | 3.6万股 | +4,792股+13.39% | 加仓 |
| B贝莱德ETF信托BLCR |
| 0.65% | 0.54% | $200.2万 | 4.0万股 | $148.4万 | 3.6万股 | +3,614股+10.00% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 0.61% | 0.68% | $189.0万 | 3.5万股 | $184.4万 | 3.4万股 | +563股+1.65% | 加仓 |
 卡特彼勒CAT |
| 0.6% | 0.6% | $185.6万 | 1,743股 | $163.2万 | 2,303股 | -560股-24.32% | 减仓 |
 CSX铁路CSX |
| 0.59% | 0.58% | $184.2万 | 3.9万股 | $158.7万 | 3.9万股 | +87股+0.22% | 加仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.58% | 0.62% | $181.1万 | 10.1万股 | $169.4万 | 10.7万股 | -5,717股-5.36% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.58% | 0.79% | $179.6万 | 2.4万股 | $214.1万 | 3.1万股 | -7,670股-24.53% | 减仓 |
| SSTARBOARD INVT TRAGOX |
| 0.58% | 0.32% | $179.4万 | 5.2万股 | $86.7万 | 3.3万股 | +1.9万股+58.94% | 加仓 |
 景顺·MORTGAGE CAPITAL INC COMIVR |
| 0.55% | 0.35% | $171.1万 | 21.7万股 | $94.2万 | 12.7万股 | +9.0万股+70.43% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.51% | $169.1万 | 4,785股 | $138.0万 | 4,809股 | -24股-0.50% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.54% | 0.62% | $166.5万 | 4.5万股 | $168.7万 | 5.0万股 | -4,449股-8.96% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.52% | 0.73% | $162.6万 | 7.0万股 | $199.0万 | 8.6万股 | -1.5万股-17.95% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.52% | 0.47% | $161.5万 | 1.0万股 | $129.2万 | 1.0万股 | +89股+0.88% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.52% | 0.34% | $161.1万 | 6,386股 | $93.1万 | 5,134股 | +1,252股+24.39% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.51% | 1.04% | $159.7万 | 4,366股 | $284.0万 | 8,929股 | -4,563股-51.10% | 减仓 |
| GGlobal X基金SHLD |
| 0.51% | 0.52% | $158.6万 | 2.7万股 | $141.7万 | 2.0万股 | +6,552股+32.75% | 加仓 |
 博通AVGO |
| 0.51% | 0.45% | $157.3万 | 4,163股 | $121.6万 | 3,928股 | +235股+5.98% | 加仓 |
| V先锋领航指数基金VOO |
| 0.51% | — | $156.7万 | 2,128股 | $0 | 0股 | +2,128股 | 新买入 |
