| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 7.06% | 7.71% | $2,580.6万 | 70.0万股 | $2,481.9万 | 73.1万股 | -3.0万股-4.12% | 减仓 |
 应用材料AMAT |
| 6.75% | 4.08% | $2,468.2万 | 3.4万股 | $1,312.2万 | 3.8万股 | -4,254股-11.08% | 减仓 |
 UNITED RENTALSURI |
| 5.12% | 3.8% | $1,872.4万 | 1.7万股 | $1,222.8万 | 1.7万股 | -256股-1.53% | 减仓 |
 苹果AAPL |
| 4.9% | 4.99% | $1,790.0万 | 6.2万股 | $1,607.3万 | 6.3万股 | -1,470股-2.32% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.59% | 4.54% | $1,677.4万 | 4.7万股 | $1,461.4万 | 5.1万股 | -3,472股-6.82% | 减仓 |
 博通AVGO |
| 4.23% | 4.04% | $1,546.5万 | 4.1万股 | $1,299.9万 | 4.2万股 | -1,060股-2.52% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.69% | 4.01% | $1,348.3万 | 2.7万股 | $1,292.4万 | 2.7万股 | -26股-0.10% | 减仓 |
 微软MSFT |
| 3.17% | 3.5% | $1,159.0万 | 3.1万股 | $1,126.6万 | 3.0万股 | +639股+2.10% | 加仓 |
 亚马逊AMZN |
| 3.01% | 3.04% | $1,101.6万 | 4.6万股 | $978.1万 | 4.7万股 | -745股-1.59% | 减仓 |
| IiShares安硕信托ICSH |
| 2.93% | 3.5% | $1,070.7万 | 21.2万股 | $1,128.1万 | 22.3万股 | -1.1万股-5.02% | 减仓 |
| IISHARES BROADUSIG |
| 2.75% | 3% | $1,003.7万 | 19.6万股 | $964.9万 | 18.8万股 | +7,335股+3.89% | 加仓 |
 WILLIAMS SONOMAWSM |
| 2.7% | 2.48% | $987.5万 | 4.2万股 | $798.6万 | 4.4万股 | -1,434股-3.27% | 减仓 |
| F第一信托交易所交易基金IIIFPE |
| 2.63% | 2.73% | $961.3万 | 53.8万股 | $878.2万 | 49.5万股 | +4.3万股+8.67% | 加仓 |
| IiShares安硕信托AGG |
| 2.6% | 2.71% | $951.2万 | 9.6万股 | $873.2万 | 8.8万股 | +8,141股+9.26% | 加仓 |
 VisaV |
| 2.55% | 2.42% | $932.2万 | 2.7万股 | $780.7万 | 2.6万股 | +1,339股+5.18% | 加仓 |
 BOOKING COMBKNG |
| 2.37% | 2.4% | $866.1万 | 4.9万股 | $773.9万 | 1,838股 | +4.7万股+2,543.58% | 加仓 |
 LOWES COS COMLOW |
| 2.11% | 2.6% | $772.0万 | 3.5万股 | $838.5万 | 3.5万股 | -477股-1.34% | 减仓 |
 诺华NVS |
| 2.04% | 2.4% | $744.9万 | 4.8万股 | $773.3万 | 5.1万股 | -3,094股-6.11% | 减仓 |
 台积电TSM |
| 1.91% | 1.57% | $698.8万 | 1.5万股 | $506.2万 | 1.5万股 | -345股-2.30% | 减仓 |
 通用动力GD |
| 1.87% | 2.17% | $683.6万 | 1.9万股 | $700.3万 | 2.0万股 | -1,105股-5.42% | 减仓 |
 江森自控JCI |
| 1.82% | 1.97% | $665.5万 | 4.6万股 | $635.3万 | 4.9万股 | -2,970股-6.12% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.69% | 1.74% | $616.3万 | 8.8万股 | $561.8万 | 9.0万股 | -1,794股-1.99% | 减仓 |
 谷歌AGOOGL |
| 1.57% | 1.6% | $574.5万 | 1.6万股 | $515.2万 | 1.8万股 | -1,840股-10.27% | 减仓 |
| IiShares安硕·COREIJR |
| 1.54% | 1.5% | $564.1万 | 3.8万股 | $482.5万 | 3.9万股 | -778股-2.00% | 减仓 |
 CSX铁路CSX |
| 1.47% | 1.47% | $536.3万 | 11.3万股 | $474.2万 | 11.6万股 | -2,687股-2.33% | 减仓 |
| BBANK OF AMERBAC |
| 1.43% | 1.41% | $521.3万 | 9.1万股 | $452.5万 | 9.3万股 | -1,337股-1.44% | 减仓 |
 HERSHEY COMHSY |
| 1.41% | 1.94% | $514.3万 | 2.9万股 | $623.9万 | 3.0万股 | -699股-2.33% | 减仓 |
 黑石集团BX |
| 1.39% | 1.51% | $507.8万 | 4.3万股 | $487.0万 | 4.2万股 | +800股+1.89% | 加仓 |
 贝莱德·INC COMBLK |
| 1.39% | 1.59% | $506.5万 | 5,268股 | $510.5万 | 5,309股 | -41股-0.77% | 减仓 |
 HCA医疗HCA |
| 1.28% | 1.43% | $468.1万 | 1.2万股 | $461.2万 | 9,746股 | +2,259股+23.18% | 加仓 |
 联合健康UNH |
| 1.23% | 0.9% | $448.2万 | 1.1万股 | $289.7万 | 1.1万股 | +76股+0.71% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 1.09% | 1.29% | $397.4万 | 2.0万股 | $415.6万 | 2.0万股 | -167股-0.84% | 减仓 |
| GGlobal X基金MLPX |
| 1.05% | 1.23% | $383.8万 | 5.2万股 | $396.8万 | 5.4万股 | -1,554股-2.90% | 减仓 |
 NEXSTAR MEDIANXST |
| 1.04% | 1.14% | $379.0万 | 2.1万股 | $365.7万 | 2.0万股 | +1,000股+4.94% | 加仓 |
 IQVIAIQV |
| 1.02% | 0.97% | $372.0万 | 1.9万股 | $312.2万 | 1.8万股 | +944股+5.16% | 加仓 |
 赛富时CRM |
| 1% | 1.01% | $366.4万 | 2.3万股 | $324.0万 | 1.7万股 | +6,035股+34.77% | 加仓 |
| EEVERPURE CL AEVPR |
| 1% | 0.84% | $364.7万 | 4.6万股 | $269.1万 | 4.6万股 | +695股+1.52% | 加仓 |
 迪士尼DIS |
| 0.96% | 1.07% | $352.4万 | 3.7万股 | $343.8万 | 3.6万股 | +942股+2.64% | 加仓 |
| IiShares安硕·FALLEN ANGELS USD BOND ETFFALN |
| 0.9% | 0.98% | $329.8万 | 12.1万股 | $315.1万 | 11.8万股 | +3,174股+2.69% | 加仓 |
| S嘉信策略信托SCHD |
| 0.88% | 0.99% | $322.5万 | 10.2万股 | $319.3万 | 10.4万股 | -2,381股-2.29% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 0.85% | — | $309.2万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.79% | 0.81% | $288.2万 | 12.2万股 | $261.0万 | 12.1万股 | +259股+0.21% | 加仓 |
| V先锋领航全球基金VPU |
| 0.77% | 0.91% | $280.3万 | 1.4万股 | $292.6万 | 1.5万股 | -448股-3.03% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.61% | 0.69% | $222.9万 | 4.4万股 | $221.7万 | 4.4万股 | -367股-0.83% | 减仓 |
 ADOBE COMADBE |
| 0.55% | 0.94% | $199.9万 | 9,749股 | $304.3万 | 1.3万股 | -2,768股-22.11% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.26% | 0.25% | $93.9万 | 2.3万股 | $81.9万 | 2.2万股 | +220股+0.99% | 加仓 |
| I景顺交易所交易基金IIBAB |
| 0.21% | 0.22% | $77.6万 | 2.9万股 | $70.7万 | 2.6万股 | +2,680股+10.21% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 0.2% | 0.16% | $71.8万 | 8,752股 | $53.0万 | 7,348股 | +1,404股+19.11% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.19% | 0.16% | $69.3万 | 1.5万股 | $52.7万 | 1.3万股 | +1,558股+11.88% | 加仓 |
| VVanEck Russia ETFBBH |
| 0.16% | 0.16% | $57.3万 | 5,513股 | $52.8万 | 5,462股 | +51股+0.93% | 加仓 |
