| DDimensional维度ETF信托DFAU |
| 21.91% | 21.13% | $1.37亿 | 264.5万股 | $1.04亿 | 230.0万股 | +34.6万股+15.03% | 加仓 |
| WWisdomTree信托DGRW |
| 9.84% | 10.17% | $6,142.1万 | 64.2万股 | $4,993.4万 | 56.8万股 | +7.4万股+12.99% | 加仓 |
| S嘉信策略信托SCHD |
| 9.82% | 10.72% | $6,131.5万 | 193.4万股 | $5,263.1万 | 171.5万股 | +21.8万股+12.71% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 8.34% | 8.65% | $5,202.7万 | 126.1万股 | $4,245.4万 | 109.0万股 | +17.2万股+15.75% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 4.87% | 5.18% | $3,039.1万 | 116.1万股 | $2,542.3万 | 96.8万股 | +19.3万股+19.91% | 加仓 |
| S嘉信策略信托SCHM |
| 2.79% | 2.63% | $1,741.9万 | 47.2万股 | $1,292.5万 | 41.7万股 | +5.5万股+13.17% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 2.76% | 3.36% | $1,722.4万 | 23股 | $1,651.7万 | 23股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.53% | 2.47% | $1,582.0万 | 19.2万股 | $1,211.9万 | 17.0万股 | +2.2万股+12.77% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.4% | 2.48% | $1,496.3万 | 51.7万股 | $1,218.7万 | 48.6万股 | +3.1万股+6.41% | 加仓 |
| J摩根大通交易所交易基金JPLD |
| 2.25% | — | $1,403.9万 | 26.9万股 | $0 | 0股 | +26.9万股 | 新买入 |
| SSTATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETFSHM |
| 2.24% | 5.22% | $1,400.0万 | 29.7万股 | $2,561.5万 | 54.3万股 | -24.6万股-45.26% | 减仓 |
 微软MSFT |
| 2.24% | 2.98% | $1,397.2万 | 3.7万股 | $1,463.8万 | 4.0万股 | -2,088股-5.28% | 减仓 |
 苹果AAPL |
| 2.18% | 2.19% | $1,358.1万 | 4.7万股 | $1,075.4万 | 4.2万股 | +4,561股+10.76% | 加仓 |
| RRBB FDTBIL |
| 1.2% | 0.95% | $749.2万 | 15.0万股 | $465.3万 | 9.3万股 | +5.7万股+61.00% | 加仓 |
 英伟达NVDA |
| 0.99% | 0.87% | $619.0万 | 3.1万股 | $429.1万 | 2.5万股 | +6,330股+25.72% | 加仓 |
 博通AVGO |
| 0.94% | 1.02% | $588.7万 | 1.6万股 | $501.4万 | 1.6万股 | -615股-3.80% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.88% | 1.07% | $551.6万 | 1.1万股 | $523.0万 | 1.1万股 | +110股+1.01% | 加仓 |
| G通用动力VTI |
| 0.76% | 0.42% | $476.4万 | 1.3万股 | $206.4万 | 6,434股 | +6,440股+100.09% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.72% | 0.45% | $448.3万 | 6,004股 | $220.8万 | 3,395股 | +2,609股+76.85% | 加仓 |
| RRBB FDXBIL |
| 0.7% | 0.7% | $434.3万 | 8.7万股 | $342.2万 | 6.8万股 | +1.8万股+27.00% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.6% | 0.63% | $371.7万 | 2.3万股 | $311.0万 | 2.1万股 | +2,212股+10.43% | 加仓 |
| B贝莱德ETF信托IALT |
| 0.59% | 0.09% | $365.4万 | 13.0万股 | $42.1万 | 1.5万股 | +11.5万股+742.63% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.52% | 0.49% | $321.8万 | 3.9万股 | $242.3万 | 3.3万股 | +6,028股+18.35% | 加仓 |
| SSPDR道富系列信托XAR |
| 0.51% | 0.55% | $319.9万 | 1.1万股 | $267.7万 | 1.1万股 | +734股+6.96% | 加仓 |
| IiShares安硕信托GVI |
| 0.48% | 0.51% | $298.1万 | 2.8万股 | $252.1万 | 2.4万股 | +3,955股+16.65% | 加仓 |
| PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL |
| 0.42% | 0.28% | $263.1万 | 5.8万股 | $139.0万 | 3.5万股 | +2.4万股+68.57% | 加仓 |
| WWISDOMTREE EUROPEAN OPPORTUNITIES FUNDOPPE |
| 0.4% | 0.43% | $249.6万 | 4.5万股 | $210.7万 | 3.9万股 | +5,486股+13.98% | 加仓 |
| GGlobal X基金MLPX |
| 0.37% | 0.36% | $233.5万 | 3.2万股 | $179.0万 | 2.4万股 | +7,490股+30.93% | 加仓 |
 亚马逊AMZN |
| 0.37% | 0.26% | $230.5万 | 9,673股 | $130.0万 | 6,244股 | +3,429股+54.92% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.36% | 0.4% | $222.3万 | 9,396股 | $196.6万 | 9,142股 | +254股+2.78% | 加仓 |
| IiShares安硕信托IVV |
| 0.35% | 0.04% | $215.3万 | 2,875股 | $22.1万 | 338股 | +2,537股+750.59% | 加仓 |
| TTCW ETF TRUSTXB |
| 0.33% | 0.11% | $206.2万 | 5.3万股 | $55.5万 | 1.4万股 | +3.8万股+271.97% | 加仓 |
| S嘉信·USSCHA |
| 0.33% | 0.29% | $203.4万 | 5.6万股 | $141.6万 | 4.9万股 | +7,588股+15.58% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.32% | 0.34% | $200.8万 | 4.4万股 | $166.1万 | 3.6万股 | +8,095股+22.37% | 加仓 |
| V先锋领航指数基金VUG |
| 0.31% | 0.32% | $193.2万 | 2.2万股 | $157.2万 | 3,600股 | +1.9万股+523.14% | 加仓 |
 强生JNJ |
| 0.3% | 0.31% | $184.8万 | 7,276股 | $152.8万 | 6,249股 | +1,027股+16.43% | 加仓 |
| BBLUEROCK PVT REAL ESTATE FDBPRE |
| 0.29% | 0.3% | $183.5万 | 14.1万股 | $148.0万 | 8.9万股 | +5.2万股+58.24% | 加仓 |
 摩根大通JPM |
| 0.28% | 0.28% | $176.4万 | 5,389股 | $139.8万 | 4,752股 | +637股+13.40% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.28% | 0.36% | $175.7万 | 3.1万股 | $177.3万 | 3.1万股 | -172股-0.55% | 减仓 |
 谷歌AGOOGL |
| 0.27% | 0.18% | $170.1万 | 4,759股 | $90.4万 | 3,143股 | +1,616股+51.42% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.26% | 0.3% | $161.0万 | 4.4万股 | $148.2万 | 4.4万股 | +87股+0.20% | 加仓 |
 应用材料AMAT |
| 0.24% | 0.14% | $151.2万 | 2,091股 | $68.5万 | 2,003股 | +88股+4.39% | 加仓 |
| WWISDOMTREE TRUST EFFICIENT GOLD PLUS EQUITY STRATEGY FDGDE |
| 0.24% | 0.29% | $150.3万 | 2.5万股 | $140.6万 | 2.2万股 | +2,239股+10.01% | 加仓 |
| IiShares安硕信托CMF |
| 0.23% | 0.2% | $145.7万 | 2.5万股 | $97.5万 | 1.7万股 | +8,127股+47.38% | 加仓 |
| IISHARES TRLDRT |
| 0.23% | 0.21% | $141.1万 | 5.6万股 | $102.0万 | 4.0万股 | +1.6万股+39.13% | 加仓 |
| S嘉信策略信托SCHF |
| 0.22% | 0.2% | $135.6万 | 4.9万股 | $100.1万 | 4.0万股 | +8,503股+21.03% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.21% | 0.32% | $133.3万 | 4.9万股 | $154.7万 | 5.7万股 | -8,454股-14.83% | 减仓 |
| V先锋领航指数基金VOO |
| 0.21% | 0.12% | $131.3万 | 1,912股 | $58.4万 | 978股 | +934股+95.50% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.21% | 0.23% | $128.5万 | 2.4万股 | $112.3万 | 1.8万股 | +5,868股+32.02% | 加仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.21% | 0.26% | $128.2万 | 4.0万股 | $127.9万 | 4.0万股 | 00.00% | 持仓不变 |
