| A美国世纪ETF信托AVUS |
| 17.04% | 16.36% | $4,322.3万 | 33.7万股 | $3,452.4万 | 31.1万股 | +2.7万股+8.68% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 15.3% | 17.54% | $3,880.4万 | 81.3万股 | $3,701.5万 | 77.3万股 | +4.0万股+5.12% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 10.76% | 10.77% | $2,729.0万 | 61.5万股 | $2,274.0万 | 58.5万股 | +3.0万股+5.13% | 加仓 |
 AVANTIS INTLNGG |
| 6.79% | 7.19% | $1,723.2万 | 19.3万股 | $1,517.8万 | 17.9万股 | +1.4万股+7.98% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 5.73% | 6.23% | $1,454.3万 | 39.0万股 | $1,314.2万 | 37.0万股 | +2.0万股+5.52% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 3.75% | 4.03% | $951.5万 | 17.5万股 | $849.8万 | 15.7万股 | +1.7万股+11.00% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.79% | 2.51% | $707.1万 | 7.3万股 | $530.4万 | 6.6万股 | +7,463股+11.34% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 2.49% | 2.63% | $632.3万 | 12.2万股 | $556.0万 | 12.3万股 | -911股-0.74% | 减仓 |
| DDimensional维度ETF信托DFCA |
| 2.17% | 2.65% | $549.8万 | 11.0万股 | $558.3万 | 11.2万股 | -2,421股-2.16% | 减仓 |
 AMD超威AMD |
| 1.93% | 0.02% | $488.4万 | 8,407股 | $4.7万 | 233股 | +8,174股+3,508.15% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.66% | 1.91% | $421.5万 | 10.2万股 | $402.9万 | 10.3万股 | -1,237股-1.20% | 减仓 |
 泛林集团LRCX |
| 1.66% | 0.72% | $421.1万 | 9,718股 | $152.4万 | 7,134股 | +2,584股+36.22% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 1.65% | 1.53% | $417.6万 | 9.4万股 | $323.4万 | 8.4万股 | +9,696股+11.52% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.52% | 1.6% | $385.5万 | 9.5万股 | $337.8万 | 9.8万股 | -2,900股-2.97% | 减仓 |
| IiShares安硕信托IVV |
| 1.44% | 1.49% | $364.3万 | 4,864股 | $314.8万 | 4,819股 | +45股+0.93% | 加仓 |
| C资本集团成长ETFCGGR |
| 1.42% | 1.38% | $359.8万 | 7.6万股 | $290.5万 | 7.2万股 | +3,953股+5.47% | 加仓 |
| IiShares安硕信托ITOT |
| 1.39% | 1.44% | $351.4万 | 2.1万股 | $304.3万 | 2.1万股 | +29股+0.14% | 加仓 |
| IiShares安硕信托IWV |
| 1.07% | 1.12% | $272.0万 | 6,380股 | $236.5万 | 6,380股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.94% | 0.84% | $237.7万 | 6,729股 | $176.5万 | 6,154股 | +575股+9.34% | 加仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 0.72% | 0.64% | $183.3万 | 5.3万股 | $135.6万 | 4.6万股 | +6,941股+15.09% | 加仓 |
 谷歌AGOOGL |
| 0.7% | 0.59% | $176.9万 | 4,950股 | $125.5万 | 4,366股 | +584股+13.38% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.64% | 0.68% | $162.8万 | 5.6万股 | $143.5万 | 5.7万股 | -953股-1.67% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.64% | 0.64% | $162.1万 | 3.4万股 | $135.2万 | 2.8万股 | +5,340股+18.93% | 加仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.63% | 0.5% | $159.7万 | 3.8万股 | $106.2万 | 3.2万股 | +5,895股+18.52% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.57% | 0.65% | $143.9万 | 2.7万股 | $137.7万 | 2.7万股 | +981股+3.70% | 加仓 |
 苹果AAPL |
| 0.5% | 0.43% | $127.7万 | 4,413股 | $89.8万 | 3,538股 | +875股+24.73% | 加仓 |
 特斯拉TSLA |
| 0.47% | 0.21% | $118.5万 | 2,816股 | $44.9万 | 1,207股 | +1,609股+133.31% | 加仓 |
 微软MSFT |
| 0.47% | 0.48% | $118.2万 | 3,170股 | $102.1万 | 2,758股 | +412股+14.94% | 加仓 |
 卡特彼勒CAT |
| 0.36% | 0.27% | $90.5万 | 850股 | $57.0万 | 804股 | +46股+5.72% | 加仓 |
 亚马逊AMZN |
| 0.34% | 0.3% | $87.4万 | 3,666股 | $63.8万 | 3,062股 | +604股+19.73% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.34% | 0.35% | $85.4万 | 1.8万股 | $74.2万 | 1.8万股 | +258股+1.43% | 加仓 |
 思科CSCO |
| 0.33% | 0.19% | $84.7万 | 7,210股 | $39.3万 | 5,061股 | +2,149股+42.46% | 加仓 |
| I景顺自营指数基金BSCQ |
| 0.31% | 0.37% | $77.8万 | 4.0万股 | $77.8万 | 4.0万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVSU |
| 0.29% | 0.29% | $74.5万 | 8,420股 | $62.2万 | 8,420股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.27% | 0.22% | $69.6万 | 3,481股 | $46.2万 | 2,649股 | +832股+31.41% | 加仓 |
 甲骨文ORCL |
| 0.26% | 0.31% | $64.8万 | 4,419股 | $64.6万 | 4,390股 | +29股+0.66% | 加仓 |
 空气化工APD |
| 0.25% | 0.3% | $63.6万 | 2,168股 | $63.0万 | 2,168股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.23% | 0.25% | $59.1万 | 2.1万股 | $53.4万 | 2.2万股 | -236股-1.09% | 减仓 |
| V先锋领航指数基金VUG |
| 0.22% | 0.2% | $56.0万 | 6,496股 | $43.1万 | 987股 | +5,509股+558.16% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.22% | 0.23% | $54.8万 | 1.4万股 | $49.3万 | 1.5万股 | -919股-6.31% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.21% | 0.22% | $54.1万 | 6,606股 | $46.8万 | 6,606股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVMV |
| 0.21% | 0.22% | $53.3万 | 6,613股 | $46.1万 | 6,209股 | +404股+6.51% | 加仓 |
| V先锋领航指数基金VOO |
| 0.21% | 0.31% | $52.7万 | 768股 | $64.7万 | 1,082股 | -314股-29.02% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.21% | 0.23% | $52.2万 | 1.4万股 | $48.1万 | 1.4万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVSD |
| 0.2% | 0.23% | $51.8万 | 6,490股 | $47.7万 | 6,480股 | +10股+0.15% | 加仓 |
 洛克希德马丁LMT |
| 0.2% | 0.2% | $51.4万 | 1,009股 | $43.0万 | 711股 | +298股+41.91% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.2% | 0.13% | $50.9万 | 682股 | $28.0万 | 430股 | +252股+58.60% | 加仓 |
| AAvantis·U SAVUV |
| 0.2% | 0.2% | $50.5万 | 4,047股 | $41.8万 | 3,785股 | +262股+6.92% | 加仓 |
| G通用动力VTI |
| 0.2% | 0.2% | $50.4万 | 1,361股 | $42.3万 | 1,319股 | +42股+3.18% | 加仓 |
| I景顺QQQ信托VOO |
| 0.18% | 0.14% | $46.3万 | 629股 | $30.5万 | 529股 | +100股+18.90% | 加仓 |
