| DDimensional维度·USDFUV |
| 20.44% | 19.69% | $4,614.8万 | 83.9万股 | $3,919.0万 | 80.9万股 | +3.0万股+3.73% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 20.19% | 18.66% | $4,559.6万 | 55.6万股 | $3,714.2万 | 52.4万股 | +3.3万股+6.24% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 13.34% | 12.49% | $3,013.0万 | 36.6万股 | $2,486.5万 | 35.0万股 | +1.6万股+4.68% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 13.28% | 13% | $2,999.4万 | 42.9万股 | $2,586.5万 | 41.4万股 | +1.5万股+3.60% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 9.89% | 10.6% | $2,232.3万 | 41.3万股 | $2,110.2万 | 40.0万股 | +1.3万股+3.35% | 加仓 |
ALTRIAMO |
| 1.19% | 1.24% | $269.4万 | 3.7万股 | $247.8万 | 3.8万股 | -100股-0.27% | 减仓 |
福特F |
| 1.18% | 1.09% | $266.1万 | 19.1万股 | $216.9万 | 18.8万股 | +3,510股+1.87% | 加仓 |
保德信金融PRU |
| 1.12% | 1.07% | $252.9万 | 2.3万股 | $212.7万 | 2.2万股 | +1,660股+7.63% | 加仓 |
Truist金融TFC |
| 1.11% | 1.17% | $251.6万 | 5.1万股 | $232.6万 | 5.1万股 | -90股-0.18% | 减仓 |
威瑞森VZ |
| 1% | 1.34% | $226.8万 | 5.4万股 | $267.5万 | 5.3万股 | +270股+0.51% | 加仓 |
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNAB |
| 1% | 1.18% | $226.4万 | 6.4万股 | $235.2万 | 6.3万股 | +1,470股+2.34% | 加仓 |
CrowdStrikeCRWD |
| 0.99% | 0.57% | $223.8万 | 2,932股 | $114.2万 | 2,925股 | +7股+0.24% | 加仓 |
卡特彼勒CAT |
| 0.95% | 0.73% | $215.0万 | 2,019股 | $145.2万 | 2,049股 | -30股-1.46% | 减仓 |
| CCONAGRA BRANDSCAG |
| 0.94% | 1.05% | $211.8万 | 15.7万股 | $208.6万 | 13.3万股 | +2.5万股+18.63% | 加仓 |
辉瑞PFE |
| 0.92% | 1.22% | $208.4万 | 8.7万股 | $243.3万 | 8.7万股 | -70股-0.08% | 减仓 |
DOW COMDOW |
| 0.87% | 1.73% | $195.7万 | 7.2万股 | $344.9万 | 8.3万股 | -1.1万股-13.61% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.77% | 0.77% | $174.5万 | 3.9万股 | $152.9万 | 3.9万股 | 00.00% | 持仓不变 |
Arista网络ANET |
| 0.72% | 0.61% | $161.9万 | 9,530股 | $120.4万 | 9,810股 | -280股-2.85% | 减仓 |
美国合众银行USB |
| 0.7% | 0.69% | $159.1万 | 2.6万股 | $137.6万 | 2.6万股 | -110股-0.42% | 减仓 |
ONEOKOKE |
| 0.67% | 0.81% | $151.4万 | 1.7万股 | $161.0万 | 1.8万股 | -400股-2.25% | 减仓 |
英伟达NVDA |
| 0.67% | 0.67% | $150.2万 | 7,507股 | $133.0万 | 7,627股 | -120股-1.57% | 减仓 |
KINDER MORGAN DEL COMKMI |
| 0.66% | 0.8% | $149.8万 | 4.7万股 | $158.6万 | 4.7万股 | -450股-0.95% | 减仓 |
| BBEST BUYBBY |
| 0.66% | 0.6% | $148.5万 | 2.0万股 | $120.3万 | 1.9万股 | +840股+4.48% | 加仓 |
KRAFT HEINZ COMKHC |
| 0.61% | 0.62% | $137.1万 | 5.8万股 | $123.2万 | 5.5万股 | +3,250股+5.93% | 加仓 |
摩根大通JPM |
| 0.6% | 0.61% | $136.4万 | 4,168股 | $122.2万 | 4,153股 | +15股+0.36% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.59% | 0.61% | $134.2万 | 3.4万股 | $121.2万 | 3.4万股 | 00.00% | 持仓不变 |
惠普HPQ |
| 0.58% | 0.11% | $131.6万 | 6.0万股 | $22.4万 | 1.2万股 | +4.8万股+414.49% | 加仓 |
帕兰提尔PLTR |
| 0.51% | 0.73% | $114.9万 | 9,850股 | $145.5万 | 9,950股 | -100股-1.01% | 减仓 |
BOOKING COMBKNG |
| 0.48% | 0.51% | $108.8万 | 6,105股 | $100.6万 | 239股 | +5,866股+2,454.39% | 加仓 |
| AAT&TT |
| 0.47% | 0.74% | $106.9万 | 5.2万股 | $148.0万 | 5.1万股 | +620股+1.21% | 加仓 |
万事达MA |
| 0.47% | 0.5% | $105.6万 | 2,057股 | $100.1万 | 2,004股 | +53股+2.64% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.34% | 0.36% | $75.7万 | 2.0万股 | $72.1万 | 2.0万股 | +30股+0.15% | 加仓 |
IRON MTN DEL COMIRM |
| 0.23% | 0.21% | $51.6万 | 4,085股 | $41.7万 | 4,085股 | 00.00% | 持仓不变 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.2% | 0.2% | $45.2万 | 1.1万股 | $39.8万 | 1.1万股 | 00.00% | 持仓不变 |
德州仪器TXN |
| 0.19% | 0.14% | $43.5万 | 1,460股 | $28.3万 | 1,460股 | 00.00% | 持仓不变 |
VIATRISVTRS |
| 0.18% | 0.78% | $41.7万 | 2.6万股 | $154.4万 | 11.4万股 | -8.8万股-77.02% | 减仓 |
国际纸业IP |
| 0.18% | — | $41.2万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
CF INDSCF |
| 0.17% | 0.24% | $39.1万 | 3,610股 | $46.9万 | 3,610股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 0.17% | 0.16% | $38.7万 | 9,520股 | $32.7万 | 9,460股 | +60股+0.63% | 加仓 |
亚马逊AMZN |
| 0.16% | 0.16% | $36.7万 | 1,540股 | $32.1万 | 1,540股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.13% | 0.12% | $28.5万 | 382股 | $24.8万 | 382股 | 00.00% | 持仓不变 |
联合健康UNH |
| 0.12% | — | $27.4万 | 660股 | $0 | 0股 | +660股 | 新买入 |
LOWES COS COMLOW |
| 0.12% | 0.14% | $26.2万 | 1,190股 | $28.1万 | 1,190股 | 00.00% | 持仓不变 |
史赛克SYK |
| 0.11% | 0.13% | $24.6万 | 780股 | $25.6万 | 780股 | 00.00% | 持仓不变 |
| O宏盟集团OMC |
| 0.09% | 0.63% | $21.0万 | 2,879股 | $125.7万 | 1.7万股 | -1.4万股-82.75% | 减仓 |