| DDimensional维度ETF信托DFSD |
| 9.57% | 10.12% | $1.53亿 | 319.9万股 | $1.49亿 | 311.0万股 | +9.0万股+2.89% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 8.72% | 9.27% | $1.39亿 | 329.6万股 | $1.36亿 | 322.9万股 | +6.7万股+2.07% | 加仓 |
| A美国世纪ETF信托AVLV |
| 7.59% | 7.36% | $1.21亿 | 132.7万股 | $1.08亿 | 134.2万股 | -1.5万股-1.13% | 减仓 |
| V先锋领航指数基金VOO |
| 6.72% | 6.27% | $1.07亿 | 15.6万股 | $9,217.9万 | 15.4万股 | +1,941股+1.26% | 加仓 |
| AAvantis·U SAVUV |
| 5.86% | 5.62% | $9,355.6万 | 75.0万股 | $8,263.6万 | 74.8万股 | +1,854股+0.25% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 5.35% | 5.35% | $8,544.1万 | 204.7万股 | $7,864.2万 | 213.9万股 | -9.2万股-4.29% | 减仓 |
| A美国世纪ETF信托AVLC |
| 4.74% | 3.93% | $7,571.0万 | 84.2万股 | $5,775.6万 | 74.5万股 | +9.7万股+13.00% | 加仓 |
| DDimensional维度·USDFUV |
| 4.11% | 4.03% | $6,564.0万 | 119.3万股 | $5,935.4万 | 122.5万股 | -3.2万股-2.58% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.87% | 4.12% | $6,182.3万 | 114.4万股 | $6,064.8万 | 114.9万股 | -4,623股-0.40% | 减仓 |
| A美国世纪ETF信托AVEM |
| 3.35% | 3.14% | $5,352.7万 | 55.5万股 | $4,615.3万 | 57.3万股 | -1.8万股-3.15% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.32% | 3.23% | $5,294.3万 | 74.3万股 | $4,754.8万 | 74.2万股 | +1,057股+0.14% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.78% | 3.03% | $4,428.9万 | 87.6万股 | $4,461.2万 | 89.4万股 | -1.9万股-2.08% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.76% | 2.9% | $4,400.3万 | 42.7万股 | $4,261.3万 | 42.7万股 | +278股+0.07% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.61% | 2.56% | $4,160.6万 | 50.5万股 | $3,766.3万 | 52.9万股 | -2.4万股-4.57% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 2.54% | 2.32% | $4,048.5万 | 74.3万股 | $3,415.9万 | 63.3万股 | +11.1万股+17.50% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 2.41% | 2.59% | $3,849.3万 | 79.6万股 | $3,813.8万 | 79.6万股 | +681股+0.09% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.07% | 2.06% | $3,302.2万 | 47.2万股 | $3,028.1万 | 48.5万股 | -1.2万股-2.57% | 减仓 |
| BBITWISE BITCOIN ETF TRBITB |
| 1.87% | 2.34% | $2,988.2万 | 93.8万股 | $3,439.0万 | 93.4万股 | +3,670股+0.39% | 加仓 |
| V先锋领航·MALVERN FDSVSDB |
| 0.98% | 0.7% | $1,557.3万 | 20.4万股 | $1,026.7万 | 13.5万股 | +6.9万股+51.49% | 加仓 |
| G通用动力VTI |
| 0.94% | 0.87% | $1,507.7万 | 4.1万股 | $1,278.0万 | 4.0万股 | +906股+2.27% | 加仓 |
| IiShares安硕信托IVV |
| 0.93% | 0.87% | $1,482.7万 | 2.0万股 | $1,274.5万 | 2.0万股 | +288股+1.48% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.84% | 1.03% | $1,338.0万 | 26.6万股 | $1,521.7万 | 30.5万股 | -3.8万股-12.56% | 减仓 |
 特斯拉TSLA |
| 0.7% | 0.67% | $1,115.5万 | 2.7万股 | $990.0万 | 2.7万股 | -109股-0.41% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.66% | 0.65% | $1,049.2万 | 12.5万股 | $954.7万 | 12.7万股 | -1,846股-1.45% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.65% | 0.62% | $1,036.6万 | 25.8万股 | $905.2万 | 26.7万股 | -9,545股-3.57% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.64% | 0.67% | $1,025.5万 | 6.6万股 | $988.6万 | 6.8万股 | -1,344股-1.98% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.6% | 0.68% | $962.1万 | 9.5万股 | $1,000.3万 | 9.9万股 | -3,934股-3.98% | 减仓 |
| A美国世纪ETF信托EFV |
| 0.56% | 0.59% | $889.4万 | 11.5万股 | $863.2万 | 11.5万股 | -468股-0.41% | 减仓 |
| A美国世纪ETF信托AVSC |
| 0.52% | 0.49% | $835.1万 | 11.4万股 | $721.1万 | 11.6万股 | -1,873股-1.62% | 减仓 |
| A美国世纪ETF信托AVMU |
| 0.5% | 0.57% | $792.6万 | 17.0万股 | $843.5万 | 18.4万股 | -1.4万股-7.62% | 减仓 |
 苹果AAPL |
| 0.48% | 0.45% | $758.5万 | 2.6万股 | $657.3万 | 2.6万股 | +314股+1.21% | 加仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 0.44% | 0.29% | $698.8万 | 9.0万股 | $419.7万 | 5.4万股 | +3.6万股+66.53% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.42% | 0.67% | $675.9万 | 25.8万股 | $987.4万 | 41.8万股 | -15.9万股-38.11% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.4% | 0.43% | $642.3万 | 13.3万股 | $627.0万 | 13.4万股 | -671股-0.50% | 减仓 |
| V先锋领航市政债券基金VSDM |
| 0.36% | 0.13% | $572.4万 | 7.5万股 | $195.6万 | 2.6万股 | +4.9万股+191.30% | 加仓 |
| IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF |
| 0.35% | 0.37% | $550.6万 | 12.7万股 | $538.8万 | 12.9万股 | -1,732股-1.34% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.34% | 0.31% | $543.3万 | 7,276股 | $461.0万 | 7,089股 | +187股+2.64% | 加仓 |
 英伟达NVDA |
| 0.32% | 0.29% | $513.2万 | 2.6万股 | $431.8万 | 2.5万股 | +890股+3.59% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.31% | 0.26% | $487.9万 | 6.0万股 | $382.6万 | 5.4万股 | +5,580股+10.34% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.29% | 0.27% | $459.5万 | 9.0万股 | $391.1万 | 6.6万股 | +2.4万股+35.87% | 加仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 0.27% | 0.33% | $430.2万 | 16.7万股 | $490.4万 | 19.2万股 | -2.6万股-13.43% | 减仓 |
| IiShares安硕信托GVI |
| 0.27% | 0.29% | $429.3万 | 4.0万股 | $425.7万 | 4.0万股 | -216股-0.54% | 减仓 |
| V先锋领航市政债券基金VCRM |
| 0.27% | 0.13% | $423.4万 | 5.5万股 | $197.2万 | 2.6万股 | +2.9万股+111.21% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.25% | 0.28% | $404.8万 | 5.2万股 | $413.0万 | 5.3万股 | -715股-1.36% | 减仓 |
| SStrategyMSTR |
| 0.23% | 0.39% | $366.3万 | 4.2万股 | $567.7万 | 4.5万股 | -3,347股-7.36% | 减仓 |
| A美国世纪ETF信托AVRE |
| 0.2% | 0.21% | $324.0万 | 6.8万股 | $305.7万 | 6.9万股 | -1,056股-1.52% | 减仓 |
 RobinhoodHOOD |
| 0.2% | 0.15% | $311.9万 | 3.1万股 | $215.5万 | 3.1万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.17% | 0.18% | $276.2万 | 1.1万股 | $267.2万 | 1.2万股 | -933股-7.59% | 减仓 |
 ONEOKOKE |
| 0.17% | 0.19% | $275.1万 | 3.2万股 | $286.0万 | 3.2万股 | +3股+0.01% | 加仓 |
| V先锋领航指数基金VTV |
| 0.16% | 0.16% | $261.9万 | 1.2万股 | $237.8万 | 1.2万股 | -100股-0.83% | 减仓 |
