| DDimensional维度ETF信托DFAC |
| 41.75% | 42.61% | $8,013.3万 | 180.6万股 | $6,975.9万 | 179.5万股 | +1.1万股+0.63% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 21.85% | 23.84% | $4,193.5万 | 101.7万股 | $3,902.3万 | 100.2万股 | +1.5万股+1.50% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 9.78% | 9.64% | $1,876.2万 | 46.7万股 | $1,578.3万 | 46.6万股 | +490股+0.11% | 加仓 |
 科磊KLAC |
| 4.77% | 2.73% | $915.6万 | 3.0万股 | $446.6万 | 3,033股 | +2.7万股+900.53% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 4.03% | 4.12% | $773.3万 | 15.0万股 | $675.0万 | 15.0万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSD |
| 2.34% | 2.75% | $448.2万 | 9.4万股 | $449.4万 | 9.4万股 | 00.00% | 持仓不变 |
 TRICO BANCSHARESTCBK |
| 1.22% | 1.27% | $235.1万 | 4.4万股 | $207.5万 | 4.4万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.97% | 1.04% | $186.9万 | 2.6万股 | $169.8万 | 2.6万股 | -269股-1.02% | 减仓 |
 苹果AAPL |
| 0.97% | 0.96% | $185.4万 | 6,408股 | $156.5万 | 6,166股 | +242股+3.92% | 加仓 |
 谷歌AGOOGL |
| 0.77% | 0.5% | $147.3万 | 4,122股 | $82.1万 | 2,856股 | +1,266股+44.33% | 加仓 |
 IRENIREN |
| 0.76% | 0.63% | $145.0万 | 3.2万股 | $102.8万 | 3.0万股 | +1,714股+5.71% | 加仓 |
| SSPDR黄金信托GLD |
| 0.69% | 0.95% | $132.7万 | 3,601股 | $154.9万 | 3,600股 | +1股+0.03% | 加仓 |
 卡特彼勒CAT |
| 0.65% | 0.5% | $124.7万 | 1,171股 | $82.0万 | 1,157股 | +14股+1.21% | 加仓 |
| LLULUS FASHION LOUNGE HOLDINGS COM NEWLVLU |
| 0.59% | 1.07% | $113.8万 | 13.8万股 | $175.7万 | 13.8万股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.55% | 0.52% | $104.8万 | 1.3万股 | $84.8万 | 1.1万股 | +1,166股+10.14% | 加仓 |
 微软MSFT |
| 0.5% | 0.46% | $96.7万 | 2,593股 | $75.2万 | 2,031股 | +562股+27.67% | 加仓 |
| G通用动力VTI |
| 0.48% | 0.5% | $91.8万 | 2,479股 | $81.2万 | 2,532股 | -53股-2.09% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.46% | 0.47% | $87.8万 | 1,176股 | $76.4万 | 1,176股 | 00.00% | 持仓不变 |
 VALERO ENERGY COMVLO |
| 0.43% | 0.48% | $83.3万 | 3,200股 | $78.5万 | 3,179股 | +21股+0.66% | 加仓 |
 英伟达NVDA |
| 0.4% | 0.46% | $76.5万 | 3,821股 | $75.4万 | 4,325股 | -504股-11.65% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.39% | 0.38% | $74.1万 | 1.8万股 | $63.0万 | 1.8万股 | 00.00% | 持仓不变 |
| CCIPHER DIGITALCIFR |
| 0.38% | 0.24% | $73.5万 | 3.0万股 | $38.6万 | 3.0万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.36% | — | $68.9万 | 1,950股 | $0 | 0股 | +1,950股 | 新买入 |
 Meta平台META |
| 0.36% | 0.47% | $68.5万 | 1,217股 | $77.7万 | 1,357股 | -140股-10.32% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.35% | 0.38% | $66.7万 | 2,906股 | $62.8万 | 2,898股 | +8股+0.28% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.34% | 0.4% | $64.8万 | 8,322股 | $65.1万 | 8,304股 | +18股+0.22% | 加仓 |
 亚马逊AMZN |
| 0.34% | 0.31% | $64.8万 | 2,718股 | $50.8万 | 2,439股 | +279股+11.44% | 加仓 |
 太平洋煤电PCG |
| 0.3% | 0.37% | $57.3万 | 3.4万股 | $59.9万 | 3.4万股 | -30股-0.09% | 减仓 |
| CCOMMERCE.COM INC COM SER 1CMRC |
| 0.28% | 0.24% | $54.0万 | 18.3万股 | $39.6万 | 14.8万股 | +3.4万股+23.20% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.31% | $52.1万 | 1,042股 | $50.0万 | 1,043股 | -1股-0.10% | 减仓 |
| BBROWN FORMANBF.B |
| 0.24% | 0.28% | $46.9万 | 1.8万股 | $46.4万 | 1.8万股 | +32股+0.18% | 加仓 |
| V先锋领航指数基金VOO |
| 0.24% | 0.22% | $46.4万 | 630股 | $36.4万 | 630股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.19% | 0.2% | $36.1万 | 9,791股 | $33.1万 | 9,737股 | +54股+0.55% | 加仓 |
 NEBIUSNBIS |
| 0.19% | — | $35.9万 | 1,300股 | $0 | 0股 | +1,300股 | 新买入 |
| GGROWGENERATION CORP COMGRWG |
| 0.18% | 0.15% | $33.6万 | 22.7万股 | $25.0万 | 22.7万股 | 00.00% | 持仓不变 |
| EEQUIPMENTSHARE COMEQPT |
| 0.17% | — | $32.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 美光科技MU |
| 0.15% | — | $28.0万 | 243股 | $0 | 0股 | +243股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.14% | 0.15% | $27.7万 | 4,646股 | $25.1万 | 4,645股 | +1股+0.02% | 加仓 |
 US FOODSUSFD |
| 0.14% | 0.14% | $26.1万 | 2,556股 | $23.5万 | 2,552股 | +4股+0.16% | 加仓 |
 摩根大通JPM |
| 0.13% | 0.14% | $25.5万 | 779股 | $22.5万 | 766股 | +13股+1.70% | 加仓 |
 台积电TSM |
| 0.13% | — | $25.4万 | 531股 | $0 | 0股 | +531股 | 新买入 |
 特斯拉TSLA |
| 0.12% | — | $23.3万 | 554股 | $0 | 0股 | +554股 | 新买入 |
 MEDIFAST INC COMMED |
| 0.12% | — | $22.3万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 LumentumLITE |
| 0.11% | — | $21.6万 | 252股 | $0 | 0股 | +252股 | 新买入 |
 第一资本COF |
| 0.11% | — | $21.3万 | 1,060股 | $0 | 0股 | +1,060股 | 新买入 |
 FERGUSON ENTERPRISESFERG |
| 0.11% | 0.13% | $20.9万 | 881股 | $20.7万 | 887股 | -6股-0.68% | 减仓 |
| BBANK OF AMERBAC |
| 0.11% | — | $20.8万 | 3,646股 | $0 | 0股 | +3,646股 | 新买入 |
 达登饭店DRI |
| 0.11% | — | $20.4万 | 989股 | $0 | 0股 | +989股 | 新买入 |
| EENLIVEX LTDENLV |
| <0.01% | — | $8,686 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
