| FFLEXSHARES TRTDTF |
| 23.16% | 25.13% | $4,002.1万 | 168.4万股 | $3,894.5万 | 161.5万股 | +6.8万股+4.23% | 加仓 |
| IiShares安硕信托IVV |
| 8.98% | 8.15% | $1,551.6万 | 2.1万股 | $1,263.0万 | 1.9万股 | +1,384股+7.16% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 8.65% | 9.8% | $1,495.1万 | 36.2万股 | $1,518.8万 | 39.0万股 | -2.7万股-7.03% | 减仓 |
| V先锋领航指数基金VNQ |
| 6.78% | 6.34% | $1,171.9万 | 12.2万股 | $982.3万 | 11.1万股 | +1.1万股+9.74% | 加仓 |
| IiShares安硕信托IMTM |
| 5.68% | 5.73% | $981.1万 | 18.4万股 | $888.3万 | 18.5万股 | -1,030股-0.56% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 4.33% | 4.74% | $749.0万 | 8.9万股 | $735.4万 | 9.8万股 | -8,488股-8.67% | 减仓 |
| IiShares安硕信托MTUM |
| 4.02% | 3.01% | $694.0万 | 2.0万股 | $466.4万 | 1.9万股 | +807股+4.15% | 加仓 |
 苹果AAPL |
| 3.31% | 3.11% | $572.5万 | 2.0万股 | $481.8万 | 1.9万股 | +802股+4.22% | 加仓 |
| V先锋领航指数基金VTV |
| 2.69% | 2.55% | $465.5万 | 2.1万股 | $394.9万 | 2.0万股 | +1,233股+6.13% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.99% | 2.36% | $344.6万 | 4.8万股 | $365.9万 | 5.7万股 | -8,744股-15.31% | 减仓 |
 英伟达NVDA |
| 1.82% | 1.45% | $314.8万 | 1.6万股 | $224.0万 | 1.3万股 | +2,890股+22.50% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.79% | 3.13% | $308.8万 | 2.2万股 | $485.5万 | 3.9万股 | -1.7万股-43.91% | 减仓 |
 微软MSFT |
| 1.4% | 1.37% | $241.7万 | 6,481股 | $212.7万 | 5,747股 | +734股+12.77% | 加仓 |
 亚马逊AMZN |
| 1.29% | 0.11% | $223.4万 | 9,375股 | $17.7万 | 8,510股 | +865股+10.16% | 加仓 |
| IiShares安硕信托TIP |
| 1.26% | 1.21% | $217.2万 | 2.0万股 | $187.4万 | 1.7万股 | +2,860股+16.84% | 加仓 |
| S嘉信·USSCHP |
| 1.13% | 1.08% | $195.5万 | 7.4万股 | $167.0万 | 6.3万股 | +1.1万股+17.61% | 加仓 |
| IiShares安硕信托IGIB |
| 1.09% | 1.2% | $187.5万 | 3.5万股 | $186.0万 | 3.5万股 | +310股+0.89% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.06% | 1.19% | $183.4万 | 2.2万股 | $185.1万 | 2.2万股 | -170股-0.76% | 减仓 |
 谷歌AGOOGL |
| 1.02% | 0.73% | $176.7万 | 4,945股 | $113.7万 | 3,953股 | +992股+25.09% | 加仓 |
 礼来LLY |
| 1.02% | 0.82% | $175.9万 | 1,466股 | $127.7万 | 1,388股 | +78股+5.62% | 加仓 |
| G通用动力VTI |
| 1.01% | 0.97% | $173.9万 | 4,701股 | $149.6万 | 4,664股 | +37股+0.79% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.98% | 0.8% | $169.6万 | 4,799股 | $124.4万 | 4,337股 | +462股+10.65% | 加仓 |
| S嘉信策略信托SCHC |
| 0.85% | 0.87% | $146.6万 | 2.8万股 | $134.2万 | 2.7万股 | +371股+1.35% | 加仓 |
| I景顺QQQ信托VOO |
| 0.81% | 0.71% | $140.0万 | 1,902股 | $110.5万 | 1,915股 | -13股-0.68% | 减仓 |
 博通AVGO |
| 0.72% | 0.57% | $124.2万 | 3,287股 | $88.3万 | 2,854股 | +433股+15.17% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.71% | 0.78% | $123.6万 | 2.3万股 | $120.5万 | 2.3万股 | +40股+0.18% | 加仓 |
| IIBMIBM |
| 0.65% | 0.59% | $112.1万 | 3,988股 | $91.6万 | 3,781股 | +207股+5.47% | 加仓 |
 Meta平台META |
| 0.6% | 0.55% | $104.1万 | 1,848股 | $85.9万 | 1,501股 | +347股+23.12% | 加仓 |
 AMERICAN FINANCIALAFG |
| 0.52% | 0.6% | $90.5万 | 6,468股 | $92.7万 | 7,256股 | -788股-10.86% | 减仓 |
 应用材料AMAT |
| 0.52% | 0.25% | $89.1万 | 1,233股 | $39.3万 | 1,149股 | +84股+7.31% | 加仓 |
| DDimensional维度ETF信托DXUV |
| 0.51% | 0.5% | $87.6万 | 1.3万股 | $77.9万 | 1.3万股 | +45股+0.34% | 加仓 |
| SSPDR黄金信托GLD |
| 0.47% | 0.28% | $81.6万 | 2,214股 | $43.3万 | 1,007股 | +1,207股+119.86% | 加仓 |
| IiShares安硕信托VLUE |
| 0.44% | 0.35% | $76.0万 | 3,806股 | $54.1万 | 3,806股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.42% | 0.27% | $72.0万 | 1,098股 | $42.1万 | 1,099股 | -1股-0.09% | 减仓 |
 GE VernovaGEV |
| 0.39% | 0.31% | $67.0万 | 570股 | $48.8万 | 559股 | +11股+1.97% | 加仓 |
 GE航空GE |
| 0.38% | 0.33% | $66.2万 | 1,772股 | $51.0万 | 1,797股 | -25股-1.39% | 减仓 |
 AMD超威AMD |
| 0.37% | — | $63.6万 | 1,095股 | $0 | 0股 | +1,095股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.33% | 0.34% | $57.0万 | 5,492股 | $53.2万 | 5,482股 | +10股+0.18% | 加仓 |
 好市多COST |
| 0.33% | 0.36% | $56.7万 | 606股 | $55.9万 | 561股 | +45股+8.02% | 加仓 |
| IINVESCO DB COMMODITY INDEX TRACKING FUNDDBC |
| 0.3% | 0.18% | $51.6万 | 1.9万股 | $27.2万 | 9,400股 | +9,950股+105.85% | 加仓 |
 家得宝HD |
| 0.29% | 0.25% | $49.7万 | 1,410股 | $39.5万 | 1,201股 | +209股+17.40% | 加仓 |
| G高盛ETF信托GBIL |
| 0.29% | 0.34% | $49.3万 | 4,919股 | $53.0万 | 5,285股 | -366股-6.93% | 减仓 |
| V先锋领航指数基金VV |
| 0.28% | 0.27% | $48.3万 | 1,406股 | $41.9万 | 1,402股 | +4股+0.29% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.26% | 0.33% | $45.1万 | 2,705股 | $50.6万 | 2,918股 | -213股-7.30% | 减仓 |
 高盛GS |
| 0.25% | 0.23% | $42.6万 | 421股 | $36.2万 | 428股 | -7股-1.64% | 减仓 |
 美光科技MU |
| 0.24% | — | $40.9万 | 355股 | $0 | 0股 | +355股 | 新买入 |
 雪佛龙CVX |
| 0.24% | 0.3% | $40.8万 | 2,461股 | $46.4万 | 2,242股 | +219股+9.77% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.18% | $39.0万 | 779股 | $28.5万 | 595股 | +184股+30.92% | 加仓 |
| BBITWISE BITCOIN ETF TRBITB |
| 0.23% | 0.29% | $38.9万 | 1.2万股 | $44.8万 | 1.2万股 | +53股+0.44% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.22% | 0.34% | $37.6万 | 1.1万股 | $52.6万 | 1.7万股 | -6,450股-37.38% | 减仓 |
