| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 11.36% | 10.96% | $2,990.8万 | 36.5万股 | $2,560.3万 | 36.1万股 | +3,944股+1.09% | 加仓 |
| DDimensional维度·USDFUV |
| 4.77% | 4.71% | $1,255.2万 | 22.8万股 | $1,100.3万 | 22.7万股 | +1,115股+0.49% | 加仓 |
 苹果AAPL |
| 4.67% | 4.59% | $1,228.6万 | 4.2万股 | $1,072.7万 | 4.2万股 | +193股+0.46% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 3.68% | 3.66% | $969.2万 | 21.8万股 | $854.5万 | 22.0万股 | -1,409股-0.64% | 减仓 |
| C资本集团成长ETFCGGR |
| 3.67% | 3.46% | $966.5万 | 20.5万股 | $808.0万 | 20.1万股 | +3,715股+1.85% | 加仓 |
 PHILIP MORRIS INTLPM |
| 2.93% | 3.05% | $771.8万 | 4.3万股 | $713.8万 | 4.3万股 | -512股-1.19% | 减仓 |
 ALTRIAMO |
| 2.22% | 2.27% | $583.5万 | 8.1万股 | $531.5万 | 8.1万股 | +555股+0.69% | 加仓 |
 艾伯维ABBV |
| 2.21% | 2.15% | $581.1万 | 2.3万股 | $503.3万 | 2.3万股 | -46股-0.20% | 减仓 |
| Q高通QCOM |
| 2.11% | 1.63% | $554.4万 | 3.0万股 | $380.7万 | 3.0万股 | +438股+1.48% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2% | 1.89% | $526.6万 | 6.4万股 | $442.2万 | 6.2万股 | +1,781股+2.86% | 加仓 |
| F富达Covington信托FDVV |
| 1.99% | 2.03% | $523.8万 | 8.7万股 | $474.5万 | 8.6万股 | +988股+1.15% | 加仓 |
 强生JNJ |
| 1.94% | 2.08% | $510.5万 | 2.0万股 | $486.9万 | 2.0万股 | +181股+0.91% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.75% | 1.89% | $459.7万 | 8.5万股 | $440.7万 | 8.3万股 | +1,607股+1.92% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.65% | 1.6% | $433.7万 | 5,808股 | $373.7万 | 5,745股 | +63股+1.10% | 加仓 |
 家得宝HD |
| 1.61% | 1.68% | $424.5万 | 1.2万股 | $392.4万 | 1.2万股 | +105股+0.88% | 加仓 |
 雪佛龙CVX |
| 1.57% | 2.18% | $412.2万 | 2.5万股 | $508.8万 | 2.5万股 | +275股+1.12% | 加仓 |
| F富达Covington信托FBCV |
| 1.51% | 1.38% | $398.8万 | 9.9万股 | $323.1万 | 9.3万股 | +6,935股+7.49% | 加仓 |
 宝洁PG |
| 1.49% | 1.59% | $392.0万 | 2.7万股 | $372.7万 | 2.6万股 | +930股+3.60% | 加仓 |
| F富达Covington信托FELG |
| 1.45% | 1.32% | $382.4万 | 8.7万股 | $308.3万 | 8.2万股 | +5,183股+6.30% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 1.45% | 1.35% | $381.2万 | 9.1万股 | $315.6万 | 8.7万股 | +3,952股+4.54% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.43% | 1.38% | $377.1万 | 7.3万股 | $322.0万 | 7.1万股 | +1,587股+2.22% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1.27% | 1.29% | $333.7万 | 8.4万股 | $301.4万 | 8.4万股 | +6股+0.01% | 加仓 |
| I景顺QQQ信托VOO |
| 1.27% | 1.24% | $333.2万 | 4,525股 | $290.4万 | 5,031股 | -506股-10.06% | 减仓 |
 百事可乐PEP |
| 1.24% | 1.55% | $327.0万 | 2.4万股 | $362.3万 | 2.3万股 | +824股+3.53% | 加仓 |
 英伟达NVDA |
| 1.23% | 1.23% | $323.0万 | 1.6万股 | $287.8万 | 1.7万股 | -362股-2.19% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.18% | 1.19% | $310.6万 | 7.4万股 | $279.0万 | 7.6万股 | -1,458股-1.92% | 减仓 |
 洛克希德马丁LMT |
| 1.12% | 1.41% | $295.6万 | 5,803股 | $330.6万 | 5,469股 | +334股+6.11% | 加仓 |
| AAT&TT |
| 1.11% | 1.74% | $293.6万 | 14.2万股 | $405.6万 | 14.0万股 | +1,942股+1.39% | 加仓 |
 GENERAL MILLS COMGIS |
| 1.08% | 0.95% | $283.2万 | 8.1万股 | $222.6万 | 6.0万股 | +2.2万股+36.08% | 加仓 |
| F富达Covington信托FESM |
| 1.07% | 0.91% | $280.9万 | 5.8万股 | $212.4万 | 5.6万股 | +2,256股+4.04% | 加仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 1.03% | 0.99% | $270.2万 | 7.8万股 | $232.0万 | 7.9万股 | -615股-0.78% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1% | 0.98% | $263.4万 | 6.4万股 | $229.2万 | 5.9万股 | +5,027股+8.54% | 加仓 |
 WP CAREYWPC |
| 0.99% | 1.03% | $260.8万 | 3.6万股 | $240.6万 | 3.5万股 | +1,071股+3.02% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.98% | 0.99% | $259.0万 | 3.7万股 | $231.1万 | 3.7万股 | +54股+0.15% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.98% | 0.95% | $256.9万 | 2.1万股 | $221.1万 | 5,185股 | +1.6万股+299.05% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.94% | 0.87% | $246.3万 | 6.1万股 | $202.7万 | 6.0万股 | +1,398股+2.34% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.87% | 0.93% | $229.9万 | 1.5万股 | $216.4万 | 1.5万股 | -62股-0.42% | 减仓 |
| F富达Covington信托FENI |
| 0.87% | 0.79% | $229.1万 | 5.7万股 | $184.7万 | 5.0万股 | +7,452股+15.01% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.84% | 0.78% | $222.0万 | 6,282股 | $182.5万 | 6,361股 | -79股-1.24% | 减仓 |
 微软MSFT |
| 0.78% | 0.86% | $204.3万 | 5,477股 | $200.5万 | 5,415股 | +62股+1.14% | 加仓 |
| PPUTNAM ETF TRUSTFTMS |
| 0.72% | 0.84% | $189.6万 | 19.1万股 | $195.8万 | 19.8万股 | -7,004股-3.54% | 减仓 |
| FFS KKR CAPFSK |
| 0.65% | 0.64% | $171.0万 | 16.3万股 | $149.1万 | 14.7万股 | +1.6万股+11.17% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.65% | 0.65% | $170.8万 | 4.4万股 | $152.2万 | 4.3万股 | +591股+1.36% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.52% | $150.3万 | 6,308股 | $122.1万 | 5,862股 | +446股+7.61% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.54% | 0.59% | $141.8万 | 3.8万股 | $138.7万 | 4.1万股 | -2,348股-5.75% | 减仓 |
| V先锋领航指数基金VBK |
| 0.52% | 0.49% | $137.0万 | 3,745股 | $113.7万 | 3,760股 | -15股-0.40% | 减仓 |
 特斯拉TSLA |
| 0.52% | 0.55% | $135.6万 | 3,225股 | $127.4万 | 3,428股 | -203股-5.92% | 减仓 |
| V先锋领航指数基金VUG |
| 0.49% | 0.46% | $130.3万 | 1.5万股 | $108.0万 | 2,472股 | +1.3万股+512.01% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.49% | 0.38% | $128.3万 | 6,734股 | $89.4万 | 6,725股 | +9股+0.13% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.48% | 0.52% | $127.4万 | 2,546股 | $122.0万 | 2,546股 | 00.00% | 持仓不变 |
