| DDimensional维度ETF信托DFAC |
| 14.34% | 13.77% | $2,663.3万 | 57.6万股 | $2,343.3万 | 54.4万股 | +3.2万股+5.94% | 加仓 |
 道明尼能源D |
| 8.5% | 8.9% | $1,578.3万 | 22.1万股 | $1,513.6万 | 22.5万股 | -4,486股-1.99% | 减仓 |
| V先锋领航指数基金VV |
| 8.1% | 8.5% | $1,504.7万 | 4.2万股 | $1,445.6万 | 4.3万股 | -629股-1.48% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 6.94% | 7.68% | $1,289.8万 | 30.9万股 | $1,306.0万 | 30.9万股 | -856股-0.28% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 6.14% | 6.17% | $1,141.0万 | 13.6万股 | $1,049.3万 | 13.7万股 | -981股-0.72% | 减仓 |
| V先锋领航·MIDVO |
| 5.93% | 5.97% | $1,101.2万 | 13.1万股 | $1,016.1万 | 13.2万股 | -864股-0.66% | 减仓 |
| IiShares安硕信托IEFA |
| 4.5% | 4.69% | $835.3万 | 8.3万股 | $798.7万 | 8.3万股 | -216股-0.26% | 减仓 |
| IiShares安硕信托IVV |
| 3.47% | 3.65% | $644.0万 | 8,240股 | $621.2万 | 8,376股 | -136股-1.62% | 减仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 3.35% | 3.64% | $621.7万 | 13.4万股 | $618.8万 | 13.2万股 | +1,973股+1.49% | 加仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 2.95% | 3.27% | $548.1万 | 10.9万股 | $556.1万 | 11.1万股 | -1,612股-1.46% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.57% | 2.73% | $477.3万 | 12.1万股 | $465.2万 | 11.9万股 | +1,819股+1.53% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.26% | 2.31% | $420.0万 | 3.7万股 | $393.7万 | 3.8万股 | -897股-2.39% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.72% | 1.48% | $319.4万 | 7.8万股 | $252.1万 | 6.8万股 | +1.0万股+14.96% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.67% | 1.46% | $309.8万 | 7.2万股 | $247.8万 | 6.2万股 | +1.0万股+16.12% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.66% | 1.77% | $308.2万 | 7.1万股 | $301.6万 | 7.3万股 | -1,740股-2.39% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 1.59% | 1.45% | $295.3万 | 7.5万股 | $246.2万 | 6.5万股 | +1.0万股+15.84% | 加仓 |
| G通用动力VTI |
| 1.23% | 1.26% | $227.7万 | 5,926股 | $214.8万 | 5,920股 | +6股+0.10% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.05% | 1.09% | $195.8万 | 1.0万股 | $186.2万 | 1.1万股 | -359股-3.38% | 减仓 |
 CrowdStrikeCRWD |
| 0.95% | 0.18% | $177.3万 | 2,324股 | $31.4万 | 575股 | +1,749股+304.17% | 加仓 |
 亚马逊AMZN |
| 0.72% | 0.78% | $133.4万 | 5,032股 | $133.3万 | 5,016股 | +16股+0.32% | 加仓 |
 苹果AAPL |
| 0.71% | 0.74% | $131.7万 | 4,315股 | $126.1万 | 4,279股 | +36股+0.84% | 加仓 |
| IiShares安硕·COREIJH |
| 0.66% | 0.68% | $123.1万 | 1.6万股 | $115.1万 | 1.6万股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVCRB |
| 0.62% | 0.47% | $116.0万 | 1.5万股 | $80.3万 | 1.0万股 | +4,797股+45.97% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.6% | 0.58% | $111.4万 | 2.8万股 | $99.1万 | 2.5万股 | +2,963股+11.87% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.58% | 0.66% | $108.1万 | 2.1万股 | $111.8万 | 2.2万股 | -725股-3.27% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.58% | 0.46% | $107.9万 | 3,148股 | $77.4万 | 3,133股 | +15股+0.48% | 加仓 |
 英伟达NVDA |
| 0.57% | 0.6% | $105.2万 | 4,669股 | $102.7万 | 4,650股 | +19股+0.41% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.55% | 0.5% | $102.9万 | 2.3万股 | $84.9万 | 2.0万股 | +3,214股+15.96% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.54% | 0.49% | $100.9万 | 2.8万股 | $83.1万 | 2.4万股 | +3,928股+16.09% | 加仓 |
 卡特彼勒CAT |
| 0.46% | 0.54% | $85.8万 | 1,004股 | $91.2万 | 1,000股 | +4股+0.40% | 加仓 |
| DDimensional维度ETF信托DEHP |
| 0.46% | 0.43% | $84.6万 | 2.1万股 | $72.9万 | 1.8万股 | +2,662股+14.89% | 加仓 |
 礼来LLY |
| 0.45% | 0.4% | $84.2万 | 697股 | $68.5万 | 692股 | +5股+0.72% | 加仓 |
| I景顺·S&PIDMO |
| 0.45% | 0.49% | $83.9万 | 1.3万股 | $83.7万 | 1.4万股 | -584股-4.21% | 减仓 |
| IiShares安硕·COREIJR |
| 0.43% | 0.42% | $79.6万 | 5,316股 | $72.2万 | 5,315股 | +1股+0.02% | 加仓 |
| IiShares安硕信托IJK |
| 0.41% | 0.43% | $76.6万 | 6,461股 | $72.4万 | 6,461股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.41% | 0.45% | $76.3万 | 2,802股 | $77.0万 | 2,801股 | +1股+0.04% | 加仓 |
| I景顺交易所交易基金IIIPKW |
| 0.41% | 0.44% | $75.4万 | 1.2万股 | $74.9万 | 1.3万股 | -523股-4.09% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.37% | 0.4% | $69.1万 | 5,500股 | $67.8万 | 5,500股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.37% | 0.3% | $68.5万 | 3,081股 | $50.3万 | 3,057股 | +24股+0.79% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.36% | 0.42% | $66.6万 | 1.3万股 | $72.0万 | 1.4万股 | -1,091股-7.53% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 0.35% | 0.34% | $65.1万 | 1.2万股 | $58.2万 | 1.1万股 | +1,404股+13.09% | 加仓 |
 谷歌AGOOGL |
| 0.34% | 0.41% | $62.9万 | 1,817股 | $70.1万 | 1,809股 | +8股+0.44% | 加仓 |
 PALO ALTOPANW |
| 0.33% | 0.19% | $60.7万 | 1,533股 | $32.7万 | 1,516股 | +17股+1.12% | 加仓 |
 VisaV |
| 0.32% | 0.31% | $60.0万 | 1,643股 | $53.2万 | 1,629股 | +14股+0.86% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.31% | 0.29% | $57.2万 | 1.4万股 | $48.8万 | 1.2万股 | +1,815股+15.36% | 加仓 |
 微软MSFT |
| 0.3% | 0.27% | $56.4万 | 1,134股 | $45.1万 | 1,107股 | +27股+2.44% | 加仓 |
| IiShares安硕IEMG |
| 0.29% | 0.32% | $54.8万 | 6,739股 | $54.2万 | 6,732股 | +7股+0.10% | 加仓 |
 Meta平台META |
| 0.29% | 0.31% | $54.4万 | 915股 | $53.5万 | 887股 | +28股+3.16% | 加仓 |
 AMD超威AMD |
| 0.29% | 0.29% | $53.0万 | 1,098股 | $48.6万 | 1,085股 | +13股+1.20% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | 0.3% | $52.6万 | 1,037股 | $50.3万 | 1,037股 | 00.00% | 持仓不变 |
