| DDimensional维度ETF信托DFAC |
| 19.73% | 21.71% | $8,546.1万 | 192.7万股 | $7,859.6万 | 202.3万股 | -9.6万股-4.75% | 减仓 |
| I景顺QQQ信托VOO |
| 11.53% | 11.33% | $4,993.8万 | 6.8万股 | $4,100.3万 | 7.1万股 | -3,227股-4.54% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 11.22% | 12.49% | $4,857.5万 | 116.4万股 | $4,522.4万 | 123.0万股 | -6.6万股-5.38% | 减仓 |
| SSPDR标普500 ETFSPY |
| 8.55% | 9.02% | $3,705.3万 | 5.0万股 | $3,265.6万 | 5.0万股 | -593股-1.18% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 5.23% | 5.92% | $2,265.6万 | 58.4万股 | $2,141.8万 | 61.1万股 | -2.7万股-4.45% | 减仓 |
 苹果AAPL |
| 2.58% | 2.78% | $1,119.5万 | 3.9万股 | $1,005.3万 | 4.0万股 | -922股-2.33% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 2.04% | 1.85% | $881.6万 | 2.9万股 | $671.1万 | 2.8万股 | +863股+3.06% | 加仓 |
| V先锋领航指数基金VOO |
| 1.92% | 2.02% | $833.0万 | 1.2万股 | $731.7万 | 1.2万股 | -119股-0.97% | 减仓 |
| S嘉信策略信托SCHD |
| 1.81% | 1.71% | $782.8万 | 24.7万股 | $617.9万 | 20.1万股 | +4.5万股+22.57% | 加仓 |
| V先锋领航·HEALTHVHT |
| 1.48% | 1.69% | $641.4万 | 2.1万股 | $613.3万 | 2.3万股 | -1,072股-4.76% | 减仓 |
 博通AVGO |
| 1.45% | 1.41% | $627.5万 | 1.7万股 | $508.7万 | 1.6万股 | +177股+1.08% | 加仓 |
 英伟达NVDA |
| 1.43% | 1.43% | $617.9万 | 3.1万股 | $517.9万 | 3.0万股 | +1,185股+3.99% | 加仓 |
| IiShares安硕信托SGOV |
| 1.17% | 0.45% | $506.4万 | 5.0万股 | $161.7万 | 1.6万股 | +3.4万股+213.21% | 加仓 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 1.1% | 1.49% | $477.1万 | 9.7万股 | $539.5万 | 10.1万股 | -4,546股-4.50% | 减仓 |
 美光科技MU |
| 1.04% | 0.37% | $451.4万 | 3,912股 | $133.6万 | 3,953股 | -41股-1.04% | 减仓 |
 亚马逊AMZN |
| 0.99% | 1.01% | $428.0万 | 1.8万股 | $365.0万 | 1.8万股 | +434股+2.48% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.94% | 1.21% | $407.4万 | 9.7万股 | $438.9万 | 10.4万股 | -7,452股-7.17% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.89% | 1% | $386.3万 | 1.6万股 | $361.2万 | 1.7万股 | -468股-2.79% | 减仓 |
 微软MSFT |
| 0.85% | 0.87% | $368.3万 | 9,873股 | $315.1万 | 8,525股 | +1,348股+15.81% | 加仓 |
 谷歌AGOOGL |
| 0.77% | 0.71% | $335.5万 | 9,387股 | $257.2万 | 8,942股 | +445股+4.98% | 加仓 |
 希捷STX |
| 0.75% | 0.35% | $324.2万 | 3,360股 | $126.8万 | 3,236股 | +124股+3.83% | 加仓 |
 礼来LLY |
| 0.73% | 0.66% | $315.6万 | 2,631股 | $239.3万 | 2,602股 | +29股+1.11% | 加仓 |
 AMD超威AMD |
| 0.64% | 0.26% | $275.2万 | 4,738股 | $94.6万 | 4,650股 | +88股+1.89% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.56% | 0.35% | $243.0万 | 3,791股 | $125.7万 | 3,825股 | -34股-0.89% | 减仓 |
 HEICOHEI |
| 0.54% | — | $233.0万 | 6,541股 | $0 | 0股 | +6,541股 | 新买入 |
 特斯拉TSLA |
| 0.51% | 0.52% | $221.4万 | 5,265股 | $187.1万 | 5,034股 | +231股+4.59% | 加仓 |
| BBANK OF AMERBAC |
| 0.5% | 0.53% | $216.2万 | 3.8万股 | $191.3万 | 3.9万股 | -1,293股-3.29% | 减仓 |
 JEFFERIES FINANCIAL INJEF |
| 0.46% | 0.45% | $197.1万 | 3.9万股 | $162.8万 | 3.9万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.45% | 0.28% | $194.6万 | 4,682股 | $102.7万 | 3,795股 | +887股+23.37% | 加仓 |
| SSANDISK COMSNDK |
| 0.43% | 0.14% | $187.8万 | 826股 | $52.5万 | 826股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.41% | 0.42% | $175.8万 | 3,119股 | $151.3万 | 2,644股 | +475股+17.97% | 加仓 |
 西部数据WDC |
| 0.38% | 0.19% | $164.8万 | 2,580股 | $69.8万 | 2,580股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.35% | $159.5万 | 4,516股 | $126.9万 | 4,423股 | +93股+2.10% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.35% | $147.1万 | 2,939股 | $128.2万 | 2,675股 | +264股+9.87% | 加仓 |
 好市多COST |
| 0.33% | 0.48% | $142.3万 | 1,521股 | $172.8万 | 1,734股 | -213股-12.28% | 减仓 |
| V先锋领航全球基金VDC |
| 0.33% | 0.39% | $141.0万 | 6,253股 | $139.8万 | 6,226股 | +27股+0.43% | 加仓 |
| AAT&TT |
| 0.32% | 0.54% | $136.8万 | 6.6万股 | $196.5万 | 6.8万股 | -1,691股-2.50% | 减仓 |
| IiShares安硕信托USMV |
| 0.31% | 0.34% | $135.5万 | 1.4万股 | $124.3万 | 1.3万股 | +645股+4.81% | 加仓 |
 HEICO NEW CL AHEI |
| 0.3% | — | $129.5万 | 5,020股 | $0 | 0股 | +5,020股 | 新买入 |
 摩根大通JPM |
| 0.28% | 0.29% | $119.8万 | 3,660股 | $106.6万 | 3,624股 | +36股+0.99% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.28% | 0.31% | $119.5万 | 2.5万股 | $113.9万 | 2.4万股 | +1,228股+5.16% | 加仓 |
| IiShares安硕信托IVV |
| 0.24% | 0.25% | $106.0万 | 1,416股 | $90.6万 | 1,387股 | +29股+2.09% | 加仓 |
 帕兰提尔PLTR |
| 0.24% | 0.32% | $102.1万 | 8,748股 | $114.9万 | 7,856股 | +892股+11.35% | 加仓 |
 雪佛龙CVX |
| 0.23% | 0.28% | $101.2万 | 6,106股 | $99.6万 | 4,812股 | +1,294股+26.89% | 加仓 |
 波音BA |
| 0.23% | 0.24% | $100.1万 | 4,624股 | $86.6万 | 4,348股 | +276股+6.35% | 加仓 |
 VisaV |
| 0.23% | 0.23% | $100.0万 | 2,913股 | $84.4万 | 2,791股 | +122股+4.37% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.22% | 0.22% | $97.4万 | 1.4万股 | $78.4万 | 1.3万股 | +1,382股+11.00% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.22% | 0.25% | $97.1万 | 2.6万股 | $89.5万 | 2.6万股 | -6股-0.02% | 减仓 |
| WWisdomTree信托DGRW |
| 0.22% | 0.38% | $97.0万 | 1.0万股 | $138.8万 | 1.6万股 | -5,659股-35.81% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.22% | 0.23% | $96.7万 | 1.2万股 | $84.7万 | 1.2万股 | -148股-1.24% | 减仓 |
