| DDimensional维度ETF信托DFAC |
| 20.06% | 21.99% | $8,901.0万 | 200.7万股 | $7,612.5万 | 195.9万股 | +4.8万股+2.43% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 9.24% | 10.91% | $4,098.2万 | 111.2万股 | $3,776.2万 | 111.2万股 | +796股+0.07% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 5.64% | — | $2,504.6万 | 94.4万股 | $0 | 0股 | +94.4万股 | 新买入 |
| V先锋领航斯科茨代尔基金VONG |
| 3.73% | 4% | $1,656.1万 | 13.0万股 | $1,385.3万 | 12.6万股 | +3,284股+2.60% | 加仓 |
 苹果AAPL |
| 2.92% | 3.24% | $1,294.9万 | 4.5万股 | $1,120.6万 | 4.4万股 | +595股+1.35% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 2.72% | 0.07% | $1,205.4万 | 12.0万股 | $25.0万 | 2,484股 | +11.7万股+4,713.49% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.63% | 3% | $1,167.9万 | 16.7万股 | $1,039.0万 | 16.6万股 | +711股+0.43% | 加仓 |
 宝洁PG |
| 2.53% | 3.48% | $1,122.8万 | 7.7万股 | $1,204.7万 | 8.3万股 | -6,838股-8.20% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.44% | 2.72% | $1,083.2万 | 26.0万股 | $942.8万 | 25.6万股 | +3,111股+1.21% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 2.29% | 2.3% | $1,015.2万 | 3.4万股 | $795.3万 | 3.3万股 | +42股+0.13% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.1% | 2.34% | $931.9万 | 23.6万股 | $811.7万 | 22.7万股 | +8,376股+3.68% | 加仓 |
| V先锋领航指数基金VOO |
| 1.72% | 1.72% | $762.0万 | 1.0万股 | $596.7万 | 1.0万股 | -2股-0.02% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.62% | 1.4% | $719.4万 | 17.9万股 | $486.1万 | 14.4万股 | +3.5万股+24.61% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.6% | 1.54% | $710.7万 | 13.2万股 | $534.4万 | 10.1万股 | +3.0万股+29.94% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.58% | 1.76% | $701.3万 | 4.8万股 | $608.0万 | 4.7万股 | +442股+0.93% | 加仓 |
| V先锋领航白厅基金VNQ |
| 1.42% | 1.42% | $631.2万 | 6.8万股 | $491.7万 | 5.6万股 | +1.2万股+21.60% | 加仓 |
 英伟达NVDA |
| 1.31% | 1.33% | $582.1万 | 2.9万股 | $459.2万 | 2.6万股 | +2,765股+10.50% | 加仓 |
 强生JNJ |
| 1.3% | 1.39% | $577.7万 | 2.3万股 | $480.4万 | 2.0万股 | +3,093股+15.74% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.25% | 1.27% | $556.3万 | 1.4万股 | $438.0万 | 1.4万股 | +162股+1.16% | 加仓 |
| IiShares安硕IEMG |
| 1.24% | 1.37% | $551.1万 | 6.7万股 | $475.6万 | 6.8万股 | -1,652股-2.42% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.19% | 1.36% | $525.9万 | 4.2万股 | $469.8万 | 1.1万股 | +3.1万股+284.36% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.15% | 1.37% | $510.1万 | 4.8万股 | $475.8万 | 5.1万股 | -2,775股-5.47% | 减仓 |
| PPIMCO太平洋投资管理ETFBILZ |
| 1.12% | — | $497.0万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 亚马逊AMZN |
| 1.1% | 1.09% | $489.8万 | 2.1万股 | $377.3万 | 1.8万股 | +2,434股+13.43% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.09% | 1.31% | $485.6万 | 9,704股 | $453.4万 | 9,462股 | +242股+2.56% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 0.98% | 1.4% | $435.5万 | 8.6万股 | $484.7万 | 9.6万股 | -9,814股-10.27% | 减仓 |
 特斯拉TSLA |
| 0.92% | 1.04% | $406.1万 | 9,656股 | $360.8万 | 9,707股 | -51股-0.53% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.9% | 0.99% | $400.5万 | 10.3万股 | $342.7万 | 9.8万股 | +5,445股+5.57% | 加仓 |
| IiShares安硕信托EFV |
| 0.85% | 1.09% | $378.6万 | 4.9万股 | $376.0万 | 5.1万股 | -1,104股-2.18% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.84% | 0.8% | $374.7万 | 10.7万股 | $277.8万 | 8.2万股 | +2.4万股+29.66% | 加仓 |
| IiShares安硕信托IWS |
| 0.81% | 0.98% | $361.4万 | 2.2万股 | $340.5万 | 2.3万股 | -1,410股-6.03% | 减仓 |
| IiShares安硕信托IVLU |
| 0.75% | 0.93% | $331.3万 | 7.9万股 | $323.2万 | 8.1万股 | -2,232股-2.74% | 减仓 |
 美光科技MU |
| 0.7% | 0.15% | $309.4万 | 2,680股 | $52.7万 | 1,560股 | +1,120股+71.79% | 加仓 |
 微软MSFT |
| 0.67% | 0.6% | $298.8万 | 8,011股 | $209.0万 | 5,647股 | +2,364股+41.86% | 加仓 |
 Meta平台META |
| 0.66% | 0.81% | $294.8万 | 5,233股 | $281.2万 | 4,915股 | +318股+6.47% | 加仓 |
| S道富SPYV |
| 0.64% | 0.79% | $284.7万 | 4.7万股 | $274.4万 | 4.8万股 | -1,670股-3.44% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.63% | 0.7% | $280.2万 | 1.3万股 | $243.3万 | 1.3万股 | -166股-1.29% | 减仓 |
| IiShares安硕信托IJK |
| 0.62% | 0.68% | $274.2万 | 2.3万股 | $234.9万 | 2.3万股 | -8股-0.03% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.6% | 0.64% | $266.1万 | 2.2万股 | $220.2万 | 2.2万股 | -124股-0.55% | 减仓 |
| IiShares安硕信托EEM |
| 0.6% | 0.65% | $265.0万 | 3.9万股 | $226.1万 | 4.0万股 | -1,068股-2.68% | 减仓 |
| FFRANKLIN BITCOIN ETFEZET |
| 0.58% | 0.83% | $258.6万 | 7.6万股 | $288.6万 | 7.4万股 | +2,635股+3.58% | 加仓 |
| IiShares安硕信托EFG |
| 0.54% | 0.66% | $240.9万 | 1.9万股 | $229.6万 | 2.1万股 | -1,250股-6.06% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.53% | $236.9万 | 6,706股 | $181.8万 | 6,338股 | +368股+5.81% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.53% | 0.67% | $233.5万 | 2.8万股 | $230.7万 | 2.9万股 | -1,038股-3.53% | 减仓 |
 谷歌AGOOGL |
| 0.49% | 0.44% | $215.2万 | 6,022股 | $153.0万 | 5,320股 | +702股+13.20% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.43% | 0.52% | $189.8万 | 7,812股 | $181.6万 | 8,357股 | -545股-6.52% | 减仓 |
| IiShares安硕信托IJJ |
| 0.42% | 0.55% | $185.8万 | 1.3万股 | $191.2万 | 1.4万股 | -1,855股-12.85% | 减仓 |
 AMD超威AMD |
| 0.39% | 0.16% | $172.0万 | 2,961股 | $57.1万 | 2,806股 | +155股+5.52% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.35% | 0.43% | $155.3万 | 1.0万股 | $148.6万 | 1.0万股 | -128股-1.26% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.34% | 0.41% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
