| IiShares安硕·S&P 100 ETFIWO |
| 12.89% | 1.12% | $1.48亿 | 40.5万股 | $1,000.7万 | 41.4万股 | -9,570股-2.31% | 减仓 |
| A美国世纪ETF信托AVUS |
| 10.11% | 10.95% | $1.16亿 | 90.8万股 | $9,763.2万 | 87.8万股 | +2.9万股+3.35% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 9.65% | 11.07% | $1.11亿 | 238.0万股 | $9,868.0万 | 240.2万股 | -2.2万股-0.92% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 6.38% | 6.72% | $7,335.3万 | 89.5万股 | $5,992.2万 | 83.1万股 | +6.3万股+7.63% | 加仓 |
 AVANTIS INTLNGG |
| 3.6% | 4.35% | $4,132.8万 | 46.3万股 | $3,876.2万 | 45.7万股 | +6,437股+1.41% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 3.26% | 4% | $3,748.3万 | 83.1万股 | $3,563.3万 | 84.0万股 | -9,313股-1.11% | 减仓 |
 苹果AAPL |
| 3% | 3.4% | $3,453.1万 | 11.9万股 | $3,031.6万 | 11.9万股 | -119股-0.10% | 减仓 |
| A美国世纪ETF信托AVEM |
| 2.9% | 3.19% | $3,331.9万 | 34.5万股 | $2,843.1万 | 35.3万股 | -7,516股-2.13% | 减仓 |
| DDimensional维度ETF信托DFSB |
| 2.45% | 3.06% | $2,816.9万 | 54.1万股 | $2,723.5万 | 52.6万股 | +1.4万股+2.70% | 加仓 |
| DDimensional维度ETF信托DFSE |
| 2.25% | 2.6% | $2,584.2万 | 52.9万股 | $2,314.4万 | 54.6万股 | -1.8万股-3.21% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 2.23% | 2.47% | $2,558.3万 | 49.5万股 | $2,203.2万 | 48.8万股 | +6,635股+1.36% | 加仓 |
| A美国世纪ETF信托AVRE |
| 1.88% | 2.1% | $2,157.0万 | 45.5万股 | $1,867.5万 | 42.4万股 | +3.1万股+7.31% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 1.86% | 1.96% | $2,136.2万 | 39.2万股 | $1,751.2万 | 32.4万股 | +6.8万股+20.93% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.85% | 2.29% | $2,121.5万 | 20.6万股 | $2,045.6万 | 20.5万股 | +1,022股+0.50% | 加仓 |
| AAvantis·U SAVUV |
| 1.78% | 1.97% | $2,050.8万 | 16.4万股 | $1,753.7万 | 15.9万股 | +5,627股+3.54% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.68% | 2.02% | $1,934.3万 | 48.2万股 | $1,803.5万 | 45.7万股 | +2.5万股+5.40% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.65% | 1.93% | $1,894.1万 | 65.4万股 | $1,717.1万 | 64.6万股 | +7,800股+1.21% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.64% | 2.04% | $1,879.9万 | 40.2万股 | $1,818.3万 | 38.7万股 | +1.4万股+3.70% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.53% | 1.77% | $1,759.0万 | 25.2万股 | $1,580.5万 | 25.3万股 | -1,445股-0.57% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.48% | 1.81% | $1,700.5万 | 41.2万股 | $1,613.9万 | 41.4万股 | -1,997股-0.48% | 减仓 |
| WWORLD GOLD TRGLD |
| 1.15% | 1.8% | $1,320.4万 | 16.6万股 | $1,606.7万 | 17.3万股 | -7,091股-4.09% | 减仓 |
| IiShares安硕信托IBIE |
| 0.84% | 0.98% | $969.9万 | 36.9万股 | $874.8万 | 33.3万股 | +3.5万股+10.62% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.84% | 0.94% | $969.7万 | 24.1万股 | $838.5万 | 24.8万股 | -6,477股-2.62% | 减仓 |
| IiShares安硕信托IBID |
| 0.83% | 1% | $958.7万 | 36.5万股 | $894.5万 | 34.3万股 | +2.3万股+6.67% | 加仓 |
| IISHARES TRIBIF |
| 0.79% | 0.94% | $903.8万 | 34.4万股 | $835.6万 | 31.8万股 | +2.5万股+7.97% | 加仓 |
| G通用动力VTI |
| 0.77% | 0.92% | $883.7万 | 2.4万股 | $818.3万 | 2.6万股 | -1,625股-6.37% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.75% | 0.83% | $859.2万 | 10.5万股 | $743.5万 | 10.5万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.68% | 0.64% | $784.7万 | 3.9万股 | $571.4万 | 3.3万股 | +6,454股+19.70% | 加仓 |
| IiShares安硕信托IBIG |
| 0.64% | 0.82% | $738.7万 | 28.1万股 | $731.3万 | 27.8万股 | +2,818股+1.01% | 加仓 |
| IISHARES IBONDS OCT 2026 TIBIC |
| 0.6% | 0.96% | $690.4万 | 26.5万股 | $855.8万 | 33.0万股 | -6.5万股-19.84% | 减仓 |
| IiShares安硕信托IBDT |
| 0.6% | 0.67% | $686.0万 | 27.2万股 | $594.6万 | 23.5万股 | +3.7万股+15.73% | 加仓 |
| IiShares安硕信托IBDS |
| 0.57% | 0.68% | $658.1万 | 27.2万股 | $606.7万 | 25.0万股 | +2.1万股+8.56% | 加仓 |
 微软MSFT |
| 0.56% | 0.67% | $641.8万 | 1.7万股 | $597.9万 | 1.6万股 | +1,054股+6.53% | 加仓 |
| IISHARES TRIBIH |
| 0.54% | 0.66% | $615.6万 | 23.4万股 | $591.7万 | 22.6万股 | +8,483股+3.76% | 加仓 |
| IISHARES TRIBII |
| 0.48% | 0.09% | $556.5万 | 21.4万股 | $78.7万 | 3.0万股 | +18.4万股+604.44% | 加仓 |
 亚马逊AMZN |
| 0.48% | 0.39% | $551.3万 | 2.3万股 | $347.3万 | 1.7万股 | +6,456股+38.72% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.41% | 0.52% | $474.5万 | 21.8万股 | $465.0万 | 21.2万股 | +5,218股+2.46% | 加仓 |
| IiShares安硕信托IBDR |
| 0.39% | 0.62% | $449.8万 | 18.6万股 | $552.9万 | 22.8万股 | -4.2万股-18.62% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.38% | 0.42% | $441.5万 | 11.4万股 | $375.1万 | 10.7万股 | +6,779股+6.33% | 加仓 |
 谷歌AGOOGL |
| 0.38% | 0.38% | $432.4万 | 1.2万股 | $340.5万 | 1.2万股 | +261股+2.20% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.36% | 0.47% | $416.3万 | 10.1万股 | $419.6万 | 10.1万股 | -479股-0.47% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.35% | $385.9万 | 1.1万股 | $311.7万 | 1.1万股 | +55股+0.51% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.3% | 0.37% | $348.1万 | 16.7万股 | $330.4万 | 15.8万股 | +9,172股+5.81% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 0.28% | 0.36% | $317.1万 | 6.2万股 | $316.7万 | 6.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBMQ |
| 0.27% | 0.46% | $315.0万 | 12.3万股 | $409.3万 | 16.0万股 | -3.7万股-23.19% | 减仓 |
| IiShares安硕信托IBMP |
| 0.27% | 0.41% | $314.8万 | 12.4万股 | $366.5万 | 14.4万股 | -2.0万股-14.04% | 减仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 0.27% | 0.08% | $312.1万 | 12.4万股 | $70.6万 | 2.8万股 | +9.6万股+343.30% | 加仓 |
 摩根大通JPM |
| 0.27% | 0.31% | $311.3万 | 9,511股 | $274.5万 | 9,331股 | +180股+1.93% | 加仓 |
| DDimensional维度·USDFUV |
| 0.25% | 0.29% | $292.1万 | 5.3万股 | $257.4万 | 5.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBMS |
| 0.25% | 0.43% | $286.0万 | 11.1万股 | $382.4万 | 14.8万股 | -3.8万股-25.34% | 减仓 |
