| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 17.82% | 17.61% | $1,508.4万 | 67.7万股 | $1,439.9万 | 64.5万股 | +3.2万股+4.99% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 13.37% | 13.15% | $1,132.1万 | 33.5万股 | $1,075.8万 | 36.9万股 | -3.5万股-9.41% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 12.92% | 12.45% | $1,093.4万 | 27.7万股 | $1,017.8万 | 28.5万股 | -8,495股-2.98% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 12.36% | 11.84% | $1,046.2万 | 20.2万股 | $968.6万 | 21.5万股 | -1.2万股-5.72% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 8.46% | 8.73% | $716.1万 | 17.4万股 | $713.6万 | 18.3万股 | -9,560股-5.22% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 6.3% | 5.56% | $533.4万 | 12.6万股 | $454.9万 | 10.8万股 | +1.9万股+17.29% | 加仓 |
| V先锋领航·MIDVO |
| 5.29% | 5.08% | $447.4万 | 5.6万股 | $415.7万 | 1.4万股 | +4.1万股+283.61% | 加仓 |
| V先锋领航指数基金VB |
| 5.09% | 4.8% | $430.6万 | 1.4万股 | $392.7万 | 1.5万股 | -789股-5.26% | 减仓 |
| G通用动力VTI |
| 3.02% | 2.9% | $255.5万 | 6,905股 | $237.5万 | 7,404股 | -499股-6.74% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.52% | 2.56% | $213.1万 | 5.3万股 | $209.4万 | 6.2万股 | -8,829股-14.28% | 减仓 |
| S嘉信策略信托SCHF |
| 2.33% | 2.17% | $197.3万 | 7.1万股 | $177.1万 | 7.2万股 | -309股-0.43% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.55% | 1.48% | $131.4万 | 1.7万股 | $121.4万 | 1.6万股 | +1,401股+8.91% | 加仓 |
| S嘉信策略信托SCHE |
| 1.18% | 1.17% | $100.1万 | 2.8万股 | $95.6万 | 2.9万股 | -1,424股-4.91% | 减仓 |
| V先锋领航指数基金VOO |
| 0.79% | 0.74% | $66.8万 | 973股 | $60.2万 | 1,008股 | -35股-3.47% | 减仓 |
 苹果AAPL |
| 0.75% | 2.59% | $63.6万 | 2,199股 | $211.5万 | 8,335股 | -6,136股-73.62% | 减仓 |
| C资本集团股息价值CCBG |
| 0.63% | 0.62% | $53.3万 | 1.1万股 | $51.0万 | 1.2万股 | -1,172股-9.77% | 减仓 |
 英伟达NVDA |
| 0.61% | 0.59% | $51.4万 | 2,570股 | $48.2万 | 2,766股 | -196股-7.09% | 减仓 |
 百事可乐PEP |
| 0.58% | 0.69% | $48.9万 | 3,608股 | $56.0万 | 3,608股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.53% | 0.61% | $45.0万 | 9,109股 | $49.7万 | 9,312股 | -203股-2.18% | 减仓 |
 特斯拉TSLA |
| 0.46% | 0.41% | $38.9万 | 924股 | $33.5万 | 901股 | +23股+2.55% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.42% | 0.39% | $35.9万 | 5,132股 | $32.1万 | 5,143股 | -11股-0.21% | 减仓 |
| S嘉信·USSCHX |
| 0.38% | 0.38% | $32.6万 | 1.1万股 | $30.8万 | 1.2万股 | -959股-7.97% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.35% | 0.35% | $29.3万 | 5,432股 | $28.9万 | 5,478股 | -46股-0.84% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.31% | 0.29% | $26.6万 | 5,645股 | $23.8万 | 5,931股 | -286股-4.82% | 减仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.3% | 0.26% | $25.4万 | 6,001股 | $21.0万 | 6,281股 | -280股-4.46% | 减仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.28% | 0.26% | $24.1万 | 5,410股 | $20.9万 | 5,432股 | -22股-0.41% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 0.27% | — | $23.2万 | 729股 | $0 | 0股 | +729股 | 新买入 |
| DDimensional维度ETF信托DFSD |
| 0.27% | 0.28% | $23.0万 | 4,820股 | $23.2万 | 4,836股 | -16股-0.33% | 减仓 |
| I景顺QQQ信托VOO |
| 0.25% | — | $21.2万 | 288股 | $0 | 0股 | +288股 | 新买入 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.24% | 0.26% | $20.5万 | 2,495股 | $21.1万 | 2,964股 | -469股-15.82% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.24% | — | $20.4万 | 578股 | $0 | 0股 | +578股 | 新买入 |
 SOUNDHOUND AI CLASS A COMSOUN |
| 0.11% | — | $9.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
