| DDimensional维度ETF信托DFSU |
| 49.95% | 53.13% | $2.55亿 | 547.8万股 | $2.25亿 | 546.6万股 | +1.2万股+0.22% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 10.75% | 11.4% | $5,498.2万 | 131.8万股 | $4,821.5万 | 131.2万股 | +5,943股+0.45% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 7.18% | 7.24% | $3,673.0万 | 44.8万股 | $3,059.6万 | 43.1万股 | +1.7万股+3.89% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 6.04% | 6.32% | $3,088.4万 | 69.6万股 | $2,669.8万 | 68.7万股 | +9,174股+1.34% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 4.99% | 5.45% | $2,552.4万 | 65.8万股 | $2,304.0万 | 65.8万股 | +484股+0.07% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 3.08% | 3.51% | $1,576.1万 | 34.9万股 | $1,484.1万 | 35.0万股 | -566股-0.16% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 2.45% | 2.61% | $1,255.1万 | 25.7万股 | $1,103.5万 | 26.0万股 | -3,680股-1.41% | 减仓 |
 微软MSFT |
| 2.36% | 2.09% | $1,208.4万 | 3.2万股 | $885.4万 | 2.4万股 | +8,477股+35.44% | 加仓 |
 苹果AAPL |
| 1.85% | 0.57% | $944.9万 | 3.3万股 | $243.0万 | 9,574股 | +2.3万股+241.07% | 加仓 |
| I景顺QQQ信托VOO |
| 1.43% | 1.16% | $731.6万 | 9,935股 | $491.6万 | 8,517股 | +1,418股+16.65% | 加仓 |
 美光科技MU |
| 0.98% | 0.33% | $500.5万 | 4,336股 | $141.1万 | 4,176股 | +160股+3.83% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.88% | 1% | $452.2万 | 8.7万股 | $421.1万 | 9.3万股 | -5,839股-6.26% | 减仓 |
 AES COMAES |
| 0.52% | — | $268.2万 | 18.3万股 | $0 | 0股 | +18.3万股 | 新买入 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.52% | 0.59% | $266.7万 | 7.2万股 | $248.5万 | 7.3万股 | -774股-1.06% | 减仓 |
 亚马逊AMZN |
| 0.5% | 0.28% | $257.4万 | 1.1万股 | $119.6万 | 5,744股 | +5,056股+88.02% | 加仓 |
 星巴克SBUX |
| 0.45% | 0.14% | $228.6万 | 2.2万股 | $57.7万 | 6,440股 | +1.6万股+247.31% | 加仓 |
| V先锋领航指数基金VOO |
| 0.4% | 0.44% | $205.2万 | 2,988股 | $187.9万 | 3,145股 | -157股-4.99% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.32% | 0.23% | $164.6万 | 2,204股 | $99.0万 | 1,523股 | +681股+44.71% | 加仓 |
 好市多COST |
| 0.31% | 0.38% | $159.6万 | 1,706股 | $159.5万 | 1,601股 | +105股+6.56% | 加仓 |
 LOWES COS COMLOW |
| 0.28% | — | $144.4万 | 6,547股 | $0 | 0股 | +6,547股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.26% | — | $134.9万 | 3,595股 | $0 | 0股 | +3,595股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | — | $119.4万 | 2,386股 | $0 | 0股 | +2,386股 | 新买入 |
 谷歌AGOOGL |
| 0.21% | 0.17% | $106.1万 | 2,969股 | $73.7万 | 2,564股 | +405股+15.80% | 加仓 |
| G通用动力VTI |
| 0.19% | 0.15% | $96.2万 | 2,600股 | $62.8万 | 1,959股 | +641股+32.72% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.18% | 0.18% | $92.7万 | 7,464股 | $74.8万 | 1,754股 | +5,710股+325.54% | 加仓 |
 HORMEL FOODSHRL |
| 0.16% | — | $79.8万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 英伟达NVDA |
| 0.15% | 0.11% | $79.3万 | 3,961股 | $47.3万 | 2,714股 | +1,247股+45.95% | 加仓 |
| V先锋领航指数基金VUG |
| 0.15% | 0.13% | $77.5万 | 8,997股 | $55.6万 | 1,274股 | +7,723股+606.20% | 加仓 |
 特斯拉TSLA |
| 0.15% | 0.18% | $76.0万 | 1,806股 | $77.8万 | 2,093股 | -287股-13.71% | 减仓 |
| IIBMIBM |
| 0.14% | 0.11% | $69.7万 | 2,479股 | $44.5万 | 1,836股 | +643股+35.02% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.13% | 0.11% | $68.0万 | 3,567股 | $45.5万 | 3,422股 | +145股+4.24% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.13% | 0.09% | $65.0万 | 1,839股 | $38.1万 | 1,329股 | +510股+38.37% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.13% | 0.13% | $64.2万 | 1,229股 | $56.7万 | 1,225股 | +4股+0.33% | 加仓 |
| V先锋领航全球基金VGT |
| 0.12% | 0.11% | $63.9万 | 5,344股 | $46.2万 | 662股 | +4,682股+707.25% | 加仓 |
 康宁GLW |
| 0.12% | 0.08% | $63.4万 | 2,482股 | $34.4万 | 2,529股 | -47股-1.86% | 减仓 |
 礼来LLY |
| 0.12% | 0.09% | $61.0万 | 509股 | $37.3万 | 405股 | +104股+25.68% | 加仓 |
| MMPLXFFUT |
| 0.11% | — | $56.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 埃克森美孚XOM |
| 0.1% | 0.09% | $51.7万 | 3,780股 | $37.8万 | 2,226股 | +1,554股+69.81% | 加仓 |
| VVIAVI SOLUTIONSVIAV |
| 0.1% | 0.08% | $49.7万 | 1.0万股 | $34.6万 | 1.0万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.08% | 0.07% | $41.8万 | 1,107股 | $28.2万 | 910股 | +197股+21.65% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.07% | — | $37.1万 | 2,050股 | $0 | 0股 | +2,050股 | 新买入 |
 摩根大通JPM |
| 0.07% | 0.07% | $36.2万 | 1,107股 | $31.3万 | 1,062股 | +45股+4.24% | 加仓 |
 波音BA |
| 0.07% | 0.06% | $35.5万 | 1,640股 | $25.4万 | 1,275股 | +365股+28.63% | 加仓 |
| IIshares Gnma Bond EtfGNMA |
| 0.07% | 0.08% | $35.4万 | 8,010股 | $35.2万 | 7,945股 | +65股+0.82% | 加仓 |
 ANNALY CAPITAL MANAGEMENT COM NEWNLY |
| 0.07% | 0.08% | $35.3万 | 1.6万股 | $33.4万 | 1.6万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYG |
| 0.06% | 0.06% | $33.2万 | 2,791股 | $27.3万 | 2,788股 | +3股+0.11% | 加仓 |
| I景顺自营指数基金BSCQ |
| 0.06% | 0.05% | $32.2万 | 1.7万股 | $22.2万 | 1.1万股 | +5,133股+45.13% | 加仓 |
| V先锋领航指数基金VB |
| 0.06% | 0.05% | $31.2万 | 1,029股 | $22.5万 | 857股 | +172股+20.07% | 加仓 |
| IiShares安硕信托EFG |
| 0.06% | 0.07% | $31.1万 | 2,500股 | $27.7万 | 2,489股 | +11股+0.44% | 加仓 |
 沃尔玛WMT |
| 0.06% | — | $30.7万 | 2,707股 | $0 | 0股 | +2,707股 | 新买入 |
