| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 9.12% | 8.02% | $1.41亿 | 172.6万股 | $1.20亿 | 169.1万股 | +3.5万股+2.07% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 6.79% | 6.24% | $1.05亿 | 150.6万股 | $9,339.5万 | 149.6万股 | +1.0万股+0.69% | 加仓 |
| IiShares安硕信托IVV |
| 5.1% | 4.2% | $7,914.0万 | 10.6万股 | $6,283.3万 | 9.6万股 | +9,485股+9.86% | 加仓 |
| S道富SPYM |
| 4.77% | 4.11% | $7,401.9万 | 84.2万股 | $6,147.7万 | 80.3万股 | +3.9万股+4.86% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.46% | 4.09% | $6,921.9万 | 116.0万股 | $6,118.3万 | 113.2万股 | +2.8万股+2.44% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 4.05% | 3.57% | $6,284.2万 | 116.3万股 | $5,333.9万 | 101.1万股 | +15.3万股+15.11% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 3.84% | 3.57% | $5,955.2万 | 134.2万股 | $5,332.3万 | 137.2万股 | -3.0万股-2.17% | 减仓 |
| IiShares安硕信托IEFA |
| 3.3% | 3% | $5,115.2万 | 53.0万股 | $4,491.4万 | 49.6万股 | +3.4万股+6.76% | 加仓 |
| IiShares安硕信托AGG |
| 2.94% | 2.52% | $4,552.5万 | 46.0万股 | $3,766.2万 | 37.9万股 | +8.1万股+21.23% | 加仓 |
| DDimensional维度·USDFUV |
| 2.81% | 2.59% | $4,358.0万 | 79.2万股 | $3,879.2万 | 80.0万股 | -8,272股-1.03% | 减仓 |
 苹果AAPL |
| 2.74% | 3.38% | $4,247.8万 | 14.7万股 | $5,055.9万 | 19.9万股 | -5.2万股-26.31% | 减仓 |
| IiShares安硕信托DGRO |
| 2.62% | 2.49% | $4,064.8万 | 53.6万股 | $3,723.3万 | 53.1万股 | +5,783股+1.09% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.58% | 2.52% | $3,998.3万 | 96.9万股 | $3,773.4万 | 96.9万股 | +757股+0.08% | 加仓 |
| V先锋领航指数基金VTV |
| 2.23% | 2.09% | $3,456.6万 | 15.9万股 | $3,125.2万 | 15.9万股 | -677股-0.43% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.91% | 1.85% | $2,961.4万 | 50.2万股 | $2,763.0万 | 46.4万股 | +3.8万股+8.22% | 加仓 |
| IiShares安硕·COREIJR |
| 1.88% | 1.62% | $2,908.3万 | 19.6万股 | $2,426.5万 | 19.5万股 | +897股+0.46% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.65% | 1.48% | $2,560.6万 | 3.5万股 | $2,214.9万 | 3.4万股 | +1,330股+3.91% | 加仓 |
| F第一信托·UST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDFXR |
| 1.56% | 1.49% | $2,413.3万 | 26.5万股 | $2,226.7万 | 27.3万股 | -7,930股-2.91% | 减仓 |
| F第一信托·USTFDN |
| 1.49% | 1.4% | $2,306.2万 | 8.7万股 | $2,088.8万 | 8.9万股 | -2,136股-2.39% | 减仓 |
| DDimensional维度ETF信托DISV |
| 1.4% | 1.36% | $2,168.9万 | 54.0万股 | $2,029.7万 | 51.5万股 | +2.6万股+5.02% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 1.27% | 1.06% | $1,970.6万 | 79.2万股 | $1,578.3万 | 63.7万股 | +15.5万股+24.30% | 加仓 |
| FFIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUALFXU |
| 1.17% | 1.26% | $1,818.7万 | 36.9万股 | $1,880.7万 | 37.9万股 | -1.1万股-2.81% | 减仓 |
| F第一信托交易所交易基金QQXT |
| 1.11% | 1.19% | $1,715.5万 | 17.6万股 | $1,777.6万 | 18.2万股 | -6,339股-3.48% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.99% | 0.8% | $1,535.8万 | 30.4万股 | $1,195.4万 | 24.0万股 | +6.4万股+26.72% | 加仓 |
| F第一信托交易所交易基金FXO |
| 0.99% | 0.95% | $1,530.9万 | 24.5万股 | $1,421.0万 | 25.3万股 | -7,780股-3.08% | 减仓 |
| AAvantis·U SAVUV |
| 0.96% | 0.88% | $1,482.5万 | 11.9万股 | $1,309.3万 | 11.9万股 | +313股+0.26% | 加仓 |
 英伟达NVDA |
| 0.95% | 1.46% | $1,478.6万 | 7.4万股 | $2,190.9万 | 12.6万股 | -5.2万股-41.18% | 减仓 |
| V先锋领航指数基金VB |
| 0.92% | 0.74% | $1,429.1万 | 4.7万股 | $1,102.1万 | 4.2万股 | +5,066股+12.04% | 加仓 |
| SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY |
| 0.92% | 0.92% | $1,423.4万 | 41.2万股 | $1,380.8万 | 38.2万股 | +3.0万股+7.98% | 加仓 |
| IiShares安硕信托USRT |
| 0.83% | 0.71% | $1,293.0万 | 19.5万股 | $1,061.1万 | 17.9万股 | +1.5万股+8.55% | 加仓 |
| WWISDOMTREE MANAGED FUTURES STRATEGY FUNDWTMF |
| 0.72% | 0.72% | $1,118.3万 | 27.4万股 | $1,083.0万 | 27.3万股 | +856股+0.31% | 加仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 0.71% | 0.58% | $1,101.3万 | 20.8万股 | $869.4万 | 21.3万股 | -4,782股-2.24% | 减仓 |
 微软MSFT |
| 0.66% | 0.91% | $1,024.3万 | 2.7万股 | $1,368.0万 | 3.7万股 | -9,498股-25.70% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.65% | 0.63% | $1,005.1万 | 12.2万股 | $937.0万 | 13.2万股 | -9,654股-7.33% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.62% | 0.71% | $969.1万 | 1.9万股 | $1,064.2万 | 2.2万股 | -2,839股-12.78% | 减仓 |
| S道富SLYG |
| 0.59% | 0.5% | $920.2万 | 7.7万股 | $744.6万 | 7.7万股 | +182股+0.24% | 加仓 |
 亚马逊AMZN |
| 0.55% | 0.72% | $848.9万 | 3.6万股 | $1,080.6万 | 5.2万股 | -1.6万股-31.35% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.53% | 0.54% | $821.2万 | 5.4万股 | $804.6万 | 5.5万股 | -1,173股-2.13% | 减仓 |
 摩根大通JPM |
| 0.5% | 0.55% | $769.8万 | 2.4万股 | $816.3万 | 2.8万股 | -4,232股-15.25% | 减仓 |
 谷歌AGOOGL |
| 0.46% | 0.62% | $714.2万 | 2.0万股 | $923.4万 | 3.2万股 | -1.2万股-37.77% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.44% | 0.52% | $684.6万 | 8.8万股 | $771.6万 | 9.8万股 | -1.1万股-10.70% | 减仓 |
| IiShares安硕IEMG |
| 0.44% | 0.36% | $675.7万 | 8.2万股 | $543.1万 | 7.8万股 | +3,705股+4.76% | 加仓 |
| FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL |
| 0.43% | 0.23% | $669.1万 | 2.3万股 | $339.4万 | 2.3万股 | +469股+2.04% | 加仓 |
| G通用动力VTI |
| 0.38% | 0.45% | $591.8万 | 1.6万股 | $668.2万 | 2.1万股 | -4,834股-23.21% | 减仓 |
| V先锋领航指数基金VUG |
| 0.38% | 0.36% | $587.3万 | 6.8万股 | $536.4万 | 1.2万股 | +5.6万股+455.22% | 加仓 |
| I景顺QQQ信托VOO |
| 0.38% | 0.34% | $586.7万 | 7,967股 | $516.0万 | 8,941股 | -974股-10.89% | 减仓 |
 Meta平台META |
| 0.36% | 0.45% | $551.3万 | 9,787股 | $679.2万 | 1.2万股 | -2,085股-17.56% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.33% | 0.31% | $508.3万 | 13.8万股 | $469.4万 | 13.8万股 | -208股-0.15% | 减仓 |
| PPGIM ETF TRPHYL |
| 0.3% | 0.25% | $463.7万 | 13.3万股 | $376.2万 | 10.9万股 | +2.4万股+22.40% | 加仓 |
 泛林集团LRCX |
| 0.22% | 0.17% | $344.7万 | 7,956股 | $253.4万 | 1.2万股 | -3,904股-32.92% | 减仓 |
