| S道富SPYM |
| 10.22% | 11.08% | $4,644.6万 | 52.9万股 | $4,197.5万 | 54.8万股 | -2.0万股-3.63% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 9.95% | 9.91% | $4,524.2万 | 14.9万股 | $3,751.1万 | 15.8万股 | -8,536股-5.41% | 减仓 |
| A美国世纪ETF信托AVUS |
| 9.34% | 9.84% | $4,245.6万 | 33.1万股 | $3,726.7万 | 33.5万股 | -3,709股-1.11% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 9.03% | 9.65% | $4,106.7万 | 79.4万股 | $3,655.9万 | 81.0万股 | -1.6万股-1.95% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 8.42% | 7.15% | $3,829.7万 | 30.0万股 | $2,707.5万 | 24.7万股 | +5.3万股+21.39% | 加仓 |
 AVANTIS INTLNGG |
| 7.95% | 5.46% | $3,613.4万 | 40.5万股 | $2,067.7万 | 24.4万股 | +16.1万股+66.21% | 加仓 |
| AAvantis·U SAVUV |
| 5.47% | 5.97% | $2,488.6万 | 19.9万股 | $2,260.7万 | 20.5万股 | -5,176股-2.53% | 减仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 5.42% | 6.2% | $2,462.8万 | 59.5万股 | $2,346.3万 | 56.5万股 | +3.0万股+5.30% | 加仓 |
| A美国世纪ETF信托AVSU |
| 3.41% | 2.95% | $1,549.5万 | 17.5万股 | $1,116.5万 | 15.1万股 | +2.4万股+15.89% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.85% | 2.94% | $1,296.8万 | 10.4万股 | $1,114.1万 | 2.6万股 | +7.8万股+299.69% | 加仓 |
| IiShares安硕信托SGOV |
| 2.51% | 2.89% | $1,139.4万 | 11.3万股 | $1,095.7万 | 10.9万股 | +4,338股+3.99% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.46% | 2.24% | $1,117.0万 | 11.6万股 | $847.3万 | 10.5万股 | +1.1万股+10.10% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.45% | — | $1,114.7万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 2.22% | 1.9% | $1,007.9万 | 19.1万股 | $718.9万 | 17.6万股 | +1.4万股+8.19% | 加仓 |
| G通用动力VTI |
| 2.19% | 2.16% | $994.4万 | 2.7万股 | $819.8万 | 2.6万股 | +1,318股+5.16% | 加仓 |
| IiShares黄金信托IAU |
| 2.05% | 3.11% | $932.8万 | 12.4万股 | $1,176.7万 | 13.3万股 | -9,934股-7.44% | 减仓 |
| A美国世纪ETF信托AVSD |
| 1.41% | 0.53% | $641.3万 | 8.0万股 | $201.8万 | 2.7万股 | +5.3万股+193.03% | 加仓 |
| IiShares安硕信托USXF |
| 1.18% | 0.7% | $537.9万 | 7.7万股 | $266.1万 | 4.8万股 | +2.9万股+60.68% | 加仓 |
| IISHARES MSCI INDIA SMALL CAP ETFSMIN |
| 0.88% | 0.65% | $398.8万 | 5.6万股 | $247.2万 | 4.1万股 | +1.5万股+36.73% | 加仓 |
| IINNOVATE EQUITY ETFGINN |
| 0.8% | 4.51% | $365.6万 | 4.6万股 | $1,709.5万 | 25.0万股 | -20.4万股-81.46% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.72% | 0.82% | $327.0万 | 9.7万股 | $309.0万 | 10.6万股 | -9,462股-8.92% | 减仓 |
| IiShares安硕信托XJR |
| 0.67% | 0.59% | $303.3万 | 5.7万股 | $222.9万 | 5.1万股 | +6,301股+12.31% | 加仓 |
| A美国世纪ETF信托AVSE |
| 0.56% | 0.43% | $253.4万 | 3.1万股 | $162.6万 | 2.4万股 | +6,540股+26.77% | 加仓 |
 苹果AAPL |
| 0.49% | 0.51% | $222.2万 | 7,679股 | $191.3万 | 7,538股 | +141股+1.87% | 加仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 0.46% | 0.53% | $209.0万 | 4.1万股 | $202.5万 | 4.0万股 | +1,272股+3.16% | 加仓 |
| IiShares安硕信托IEFA |
| 0.43% | 0.47% | $196.0万 | 2.0万股 | $178.3万 | 2.0万股 | +595股+3.02% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.43% | 0.49% | $195.2万 | 1.1万股 | $184.6万 | 1.1万股 | -375股-3.36% | 减仓 |
 摩根大通JPM |
| 0.35% | 0.38% | $159.8万 | 4,883股 | $143.3万 | 4,870股 | +13股+0.27% | 加仓 |
 亚马逊AMZN |
| 0.33% | 0.34% | $151.3万 | 6,350股 | $127.0万 | 6,098股 | +252股+4.13% | 加仓 |
| V先锋领航全球基金VGT |
| 0.33% | 0.56% | $149.8万 | 1.3万股 | $213.8万 | 3,064股 | +9,468股+309.01% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.32% | 0.37% | $144.4万 | 9,138股 | $139.6万 | 9,423股 | -285股-3.02% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.29% | 0.26% | $133.7万 | 3.3万股 | $96.7万 | 2.9万股 | +4,699股+16.45% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.29% | 0.28% | $132.9万 | 1.2万股 | $107.7万 | 1.1万股 | +791股+6.95% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.25% | 0.32% | $112.7万 | 2.2万股 | $121.2万 | 2.1万股 | +1,554股+7.57% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.23% | 0.25% | $104.2万 | 1.3万股 | $92.9万 | 1.3万股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.23% | 0.27% | $103.9万 | 1.4万股 | $100.5万 | 1.5万股 | -799股-5.24% | 减仓 |
 埃克森美孚XOM |
| 0.18% | 0.25% | $83.6万 | 6,117股 | $93.9万 | 5,536股 | +581股+10.49% | 加仓 |
| IiShares安硕信托XVV |
| 0.18% | 0.22% | $81.1万 | 1.4万股 | $83.0万 | 1.7万股 | -2,582股-15.31% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.15% | — | $69.4万 | 2,050股 | $0 | 0股 | +2,050股 | 新买入 |
 微软MSFT |
| 0.15% | 0.17% | $68.6万 | 1,840股 | $62.8万 | 1,695股 | +145股+8.55% | 加仓 |
| I景顺QQQ信托VOO |
| 0.15% | 0.09% | $66.4万 | 902股 | $34.2万 | 593股 | +309股+52.11% | 加仓 |
| IiShares安硕信托IVV |
| 0.14% | 0.24% | $63.4万 | 846股 | $91.8万 | 1,405股 | -559股-39.79% | 减仓 |
| V先锋领航指数基金VTV |
| 0.13% | 0.14% | $60.0万 | 2,752股 | $51.4万 | 2,622股 | +130股+4.96% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.12% | 0.13% | $56.8万 | 1.3万股 | $49.8万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.12% | 0.13% | $56.8万 | 827股 | $49.4万 | 826股 | +1股+0.12% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.12% | 0.16% | $56.0万 | 1,120股 | $61.4万 | 1,282股 | -162股-12.64% | 减仓 |
 英伟达NVDA |
| 0.12% | 0.11% | $53.2万 | 2,659股 | $42.9万 | 2,461股 | +198股+8.05% | 加仓 |
 谷歌AGOOGL |
| 0.12% | 0.08% | $53.1万 | 1,487股 | $29.2万 | 1,016股 | +471股+46.36% | 加仓 |
 Meta平台META |
| 0.11% | 0.13% | $49.6万 | 881股 | $49.1万 | 858股 | +23股+2.68% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.11% | 0.1% | $49.1万 | 1,391股 | $36.3万 | 1,267股 | +124股+9.79% | 加仓 |
