| DDimensional维度ETF信托DFAC |
| 22.14% | 21.62% | $1.36亿 | 306.7万股 | $1.20亿 | 308.2万股 | -1.5万股-0.50% | 减仓 |
| V先锋领航指数基金VOO |
| 18.83% | 18.17% | $1.16亿 | 16.9万股 | $1.01亿 | 16.8万股 | +64股+0.04% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.13% | 7.32% | $4,381.2万 | 61.5万股 | $4,055.7万 | 63.3万股 | -1.8万股-2.84% | 减仓 |
| V先锋领航·MIDVO |
| 6.45% | 6.36% | $3,966.8万 | 49.2万股 | $3,521.7万 | 12.3万股 | +37.0万股+301.48% | 加仓 |
| IiShares安硕信托LRGF |
| 6.41% | 6.35% | $3,939.9万 | 52.1万股 | $3,519.2万 | 53.3万股 | -1.2万股-2.30% | 减仓 |
| IiShares安硕信托IDEV |
| 5.32% | — | $3,269.1万 | 36.7万股 | $0 | 0股 | +36.7万股 | 新买入 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 5.07% | 4.97% | $3,114.2万 | 44.6万股 | $2,751.2万 | 44.1万股 | +4,986股+1.13% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 4.32% | 4.42% | $2,654.9万 | 72.1万股 | $2,447.4万 | 72.0万股 | +191股+0.03% | 加仓 |
| IiShares安硕信托IEFA |
| 2.86% | 8.5% | $1,759.3万 | 18.2万股 | $4,706.7万 | 52.0万股 | -33.8万股-64.96% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 2.71% | 1.84% | $1,667.2万 | 41.0万股 | $1,017.7万 | 29.5万股 | +11.6万股+39.27% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.53% | 2.64% | $1,557.3万 | 26.1万股 | $1,464.9万 | 27.1万股 | -1.0万股-3.74% | 减仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 2.41% | 2.52% | $1,478.3万 | 36.1万股 | $1,394.5万 | 35.8万股 | +2,985股+0.83% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.1% | 2.26% | $1,289.5万 | 16.8万股 | $1,253.1万 | 16.2万股 | +5,763股+3.55% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.56% | 1.68% | $958.0万 | 12.1万股 | $929.1万 | 11.7万股 | +4,012股+3.42% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.97% | 1.06% | $593.4万 | 12.3万股 | $585.0万 | 12.2万股 | +787股+0.65% | 加仓 |
| FFIDELITY MSCI UTILS INDEX ETFFUTY |
| 0.76% | 0.82% | $467.2万 | 8.0万股 | $456.6万 | 7.7万股 | +2,681股+3.47% | 加仓 |
| AAvantis·U SAVUV |
| 0.67% | 0.7% | $414.4万 | 3.3万股 | $385.3万 | 3.5万股 | -1,660股-4.76% | 减仓 |
 苹果AAPL |
| 0.55% | 0.49% | $335.9万 | 1.2万股 | $271.0万 | 1.1万股 | +931股+8.72% | 加仓 |
 谷歌AGOOGL |
| 0.48% | 0.4% | $295.2万 | 8,259股 | $219.6万 | 7,638股 | +621股+8.13% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.45% | 0.5% | $278.5万 | 5.5万股 | $275.8万 | 5.5万股 | +224股+0.41% | 加仓 |
| IiShares安硕IEMG |
| 0.45% | 0.42% | $277.3万 | 3.3万股 | $233.7万 | 3.4万股 | -32股-0.10% | 减仓 |
 英伟达NVDA |
| 0.35% | 0.28% | $214.1万 | 1.1万股 | $157.1万 | 9,006股 | +1,692股+18.79% | 加仓 |
 亚马逊AMZN |
| 0.31% | 0.28% | $187.5万 | 7,867股 | $157.0万 | 7,536股 | +331股+4.39% | 加仓 |
 微软MSFT |
| 0.3% | 0.31% | $187.4万 | 5,023股 | $172.2万 | 4,651股 | +372股+8.00% | 加仓 |
| IiShares安硕信托IBDR |
| 0.28% | 0.31% | $170.3万 | 7.0万股 | $169.9万 | 7.0万股 | +199股+0.28% | 加仓 |
| IiShares安硕信托IBDS |
| 0.27% | 0.3% | $166.0万 | 6.9万股 | $164.7万 | 6.8万股 | +574股+0.84% | 加仓 |
| G通用动力VTI |
| 0.27% | 0.16% | $163.0万 | 4,405股 | $86.8万 | 2,705股 | +1,700股+62.85% | 加仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 0.22% | 1.27% | $136.7万 | 2.1万股 | $705.2万 | 10.9万股 | -8.8万股-80.66% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.18% | 0.09% | $110.7万 | 2.2万股 | $49.4万 | 9,875股 | +1.2万股+121.40% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.18% | 0.2% | $110.2万 | 4.8万股 | $108.8万 | 4.7万股 | +795股+1.70% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.17% | 0.17% | $106.4万 | 4,380股 | $95.4万 | 4,389股 | -9股-0.21% | 减仓 |
| IiShares安硕信托IBDT |
| 0.17% | 0.19% | $106.2万 | 4.2万股 | $104.8万 | 4.1万股 | +706股+1.71% | 加仓 |
 Meta平台META |
| 0.16% | 0.16% | $100.2万 | 1,778股 | $87.4万 | 1,528股 | +250股+16.36% | 加仓 |
| V先锋领航指数基金VTV |
| 0.16% | 0.16% | $99.4万 | 4,562股 | $89.6万 | 4,566股 | -4股-0.09% | 减仓 |
| V先锋领航·TOTALBND |
| 0.15% | 0.17% | $92.1万 | 1.3万股 | $93.0万 | 1.3万股 | -84股-0.66% | 减仓 |
| IiShares安硕信托IEI |
| 0.15% | 0.16% | $90.0万 | 7,661股 | $90.0万 | 7,591股 | +70股+0.92% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.14% | 0.13% | $88.7万 | 4.1万股 | $73.1万 | 3.3万股 | +7,272股+21.76% | 加仓 |
| IiShares安硕信托TLH |
| 0.13% | 0.69% | $77.9万 | 7,765股 | $381.4万 | 3.8万股 | -3.0万股-79.50% | 减仓 |
 博通AVGO |
| 0.13% | 0.11% | $77.1万 | 2,042股 | $61.6万 | 1,989股 | +53股+2.66% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.11% | 0.12% | $64.8万 | 3.1万股 | $64.3万 | 3.1万股 | +375股+1.22% | 加仓 |
| V先锋领航全球基金VPU |
| 0.1% | 0.11% | $62.3万 | 3,184股 | $62.9万 | 3,175股 | +9股+0.28% | 加仓 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 0.1% | 0.1% | $61.2万 | 6,481股 | $55.4万 | 6,925股 | -444股-6.41% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.1% | 0.11% | $60.8万 | 2.7万股 | $61.1万 | 2.7万股 | -97股-0.36% | 减仓 |
| IiShares安硕信托IBTH |
| 0.1% | 0.11% | $60.4万 | 2.7万股 | $60.3万 | 2.7万股 | +135股+0.50% | 加仓 |
| V先锋领航指数基金VXF |
| 0.1% | 0.09% | $59.8万 | 2,428股 | $51.9万 | 2,522股 | -94股-3.73% | 减仓 |
| IiShares安硕信托NYF |
| 0.09% | 0.24% | $54.1万 | 1.0万股 | $132.8万 | 2.5万股 | -1.5万股-59.85% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.08% | 0.08% | $50.7万 | 2,060股 | $42.7万 | 2,052股 | +8股+0.39% | 加仓 |
 美光科技MU |
| 0.08% | — | $49.4万 | 428股 | $0 | 0股 | +428股 | 新买入 |
 摩根大通JPM |
| 0.07% | 0.06% | $44.0万 | 1,344股 | $34.0万 | 1,154股 | +190股+16.46% | 加仓 |
 AMETEK COMAME |
| 0.07% | 0.08% | $42.0万 | 1,737股 | $42.3万 | 1,971股 | -234股-11.87% | 减仓 |
