| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 7.57% | 7.44% | $1,315.6万 | 42.3万股 | $1,144.9万 | 41.1万股 | +1.2万股+2.90% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 7.45% | 6.93% | $1,295.7万 | 14.7万股 | $1,067.6万 | 2.9万股 | +11.8万股+407.24% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 7.11% | 6.77% | $1,235.3万 | 15.1万股 | $1,042.4万 | 14.7万股 | +3,752股+2.55% | 加仓 |
| V先锋领航·MIDVO |
| 7.05% | 6.85% | $1,225.5万 | 15.2万股 | $1,053.9万 | 3.7万股 | +11.5万股+314.50% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 5.81% | 6.45% | $1,009.6万 | 21.5万股 | $992.8万 | 21.1万股 | +4,209股+2.00% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 5.68% | 5.4% | $987.9万 | 12.0万股 | $830.7万 | 11.7万股 | +3,201股+2.74% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 5.11% | 5.39% | $888.7万 | 16.5万股 | $829.1万 | 15.7万股 | +7,412股+4.72% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.42% | 4.37% | $767.8万 | 12.9万股 | $672.1万 | 12.4万股 | +4,276股+3.44% | 加仓 |
| SSPDR行业精选信托XLRE |
| 3.65% | 3.77% | $634.5万 | 14.4万股 | $579.7万 | 14.2万股 | +2,114股+1.49% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 3.12% | 2.85% | $543.0万 | 5.3万股 | $438.7万 | 5.2万股 | +940股+1.82% | 加仓 |
| WWORLD GOLD TRGLD |
| 2.98% | 3.68% | $518.3万 | 6.5万股 | $566.3万 | 6.1万股 | +4,159股+6.81% | 加仓 |
| F富达·VALUE FACTOR ETFFVAL |
| 2.92% | 2.85% | $507.6万 | 6.5万股 | $438.7万 | 6.3万股 | +1,923股+3.04% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 2.63% | 2.55% | $456.9万 | 3.2万股 | $391.9万 | 3.1万股 | +884股+2.82% | 加仓 |
| I景顺·RAFI DEVELOPED MARKETS EX-U.S. ETFPXF |
| 1.89% | 1.91% | $329.3万 | 4.4万股 | $294.7万 | 4.2万股 | +1,380股+3.27% | 加仓 |
| S道富SPHY |
| 1.87% | 2.06% | $324.6万 | 13.8万股 | $316.9万 | 13.6万股 | +2,595股+1.91% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.86% | 2.06% | $323.0万 | 4.1万股 | $316.6万 | 4.0万股 | +930股+2.33% | 加仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 1.82% | 1.67% | $316.6万 | 9.1万股 | $257.4万 | 8.7万股 | +4,145股+4.75% | 加仓 |
| V先锋领航·WELLINGTON FDVFMF |
| 1.62% | 1.56% | $281.8万 | 1.6万股 | $240.3万 | 1.5万股 | +431股+2.78% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 1.6% | 1.62% | $278.5万 | 10.1万股 | $249.4万 | 9.2万股 | +9,534股+10.38% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 1.38% | 1.27% | $240.3万 | 6.3万股 | $196.3万 | 6.1万股 | +2,620股+4.33% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.38% | 1.55% | $239.7万 | 4.6万股 | $239.1万 | 4.6万股 | -247股-0.54% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.29% | 1.12% | $224.3万 | 5.6万股 | $171.8万 | 5.1万股 | +5,054股+9.96% | 加仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 1.24% | 1.54% | $215.0万 | 5.4万股 | $237.7万 | 5.1万股 | +2,841股+5.58% | 加仓 |
 苹果AAPL |
| 1.11% | 1.1% | $192.3万 | 6,645股 | $169.0万 | 6,659股 | -14股-0.21% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.02% | 0.9% | $177.2万 | 1.8万股 | $139.1万 | 1.6万股 | +2,695股+17.18% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.92% | 0.88% | $160.5万 | 3,208股 | $136.1万 | 2,841股 | +367股+12.92% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.82% | 0.81% | $143.2万 | 3.2万股 | $125.4万 | 3.2万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.71% | 0.69% | $124.1万 | 6,201股 | $106.4万 | 6,101股 | +100股+1.64% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.65% | 0.7% | $113.2万 | 1.4万股 | $107.5万 | 1.3万股 | +699股+5.38% | 加仓 |
 迪尔DE |
| 0.63% | 0.64% | $110.2万 | 1,738股 | $97.9万 | 1,738股 | 00.00% | 持仓不变 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.62% | 0.67% | $107.5万 | 4.3万股 | $102.8万 | 4.1万股 | +1,256股+3.03% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.58% | 0.62% | $101.1万 | 2.2万股 | $96.2万 | 2.1万股 | +1,142股+5.42% | 加仓 |
| IiShares安硕信托AGG |
| 0.58% | 0.63% | $100.2万 | 1.0万股 | $96.7万 | 9,746股 | +379股+3.89% | 加仓 |
| IiShares安硕信托ILCG |
| 0.54% | 0.49% | $93.6万 | 8,002股 | $74.7万 | 7,822股 | +180股+2.30% | 加仓 |
| G通用动力VTI |
| 0.51% | 0.57% | $88.8万 | 2,399股 | $87.4万 | 2,724股 | -325股-11.93% | 减仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 0.5% | 0.49% | $86.3万 | 8,524股 | $75.3万 | 8,085股 | +439股+5.43% | 加仓 |
 微软MSFT |
| 0.49% | 0.54% | $85.0万 | 2,279股 | $83.2万 | 2,248股 | +31股+1.38% | 加仓 |
| F富达Covington信托FSMD |
| 0.46% | 0.44% | $80.5万 | 1.5万股 | $67.1万 | 1.5万股 | +228股+1.52% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.43% | 0.42% | $74.9万 | 1.5万股 | $65.3万 | 1.4万股 | +566股+3.96% | 加仓 |
| PPGIM ULTRAPULS |
| 0.37% | 0.4% | $65.1万 | 1.3万股 | $61.5万 | 1.2万股 | +723股+5.82% | 加仓 |
 谷歌AGOOGL |
| 0.37% | 0.3% | $65.0万 | 1,820股 | $45.9万 | 1,595股 | +225股+14.11% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.36% | 0.37% | $63.3万 | 2.1万股 | $57.5万 | 1.9万股 | +1,964股+10.27% | 加仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 0.35% | 0.38% | $60.4万 | 1.2万股 | $58.5万 | 1.2万股 | +420股+3.63% | 加仓 |
| IiShares安硕信托EFG |
| 0.33% | 0.21% | $57.2万 | 4,598股 | $32.5万 | 2,922股 | +1,676股+57.36% | 加仓 |
 CrowdStrikeCRWD |
| 0.32% | — | $56.2万 | 737股 | $0 | 0股 | +737股 | 新买入 |
| J摩根大通交易所交易基金JPEM |
| 0.32% | 0.42% | $56.2万 | 8,947股 | $65.2万 | 1.0万股 | -1,544股-14.72% | 减仓 |
 罗克韦尔自动化ROK |
| 0.32% | 0.26% | $56.1万 | 1,134股 | $40.7万 | 1,134股 | 00.00% | 持仓不变 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.29% | 0.31% | $50.2万 | 6,571股 | $47.8万 | 6,571股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.25% | 0.25% | $43.5万 | 1,434股 | $38.0万 | 1,451股 | -17股-1.17% | 减仓 |
 Meta平台META |
| 0.25% | 0.28% | $43.0万 | 763股 | $43.7万 | 763股 | 00.00% | 持仓不变 |
