| DDimensional维度ETF信托DFAC |
| 19.89% | 19.47% | $1.70亿 | 382.2万股 | $1.47亿 | 378.3万股 | +3.9万股+1.02% | 加仓 |
| IiShares安硕信托IUSV |
| 8.59% | 8.85% | $7,320.8万 | 66.5万股 | $6,680.0万 | 65.3万股 | +1.1万股+1.73% | 加仓 |
| A美国世纪ETF信托AVUS |
| 7.95% | 7.69% | $6,775.1万 | 52.9万股 | $5,807.1万 | 52.2万股 | +6,658股+1.27% | 加仓 |
| S嘉信·USSCHX |
| 7.25% | 7.12% | $6,184.2万 | 210.1万股 | $5,378.2万 | 209.8万股 | +3,718股+0.18% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 5.95% | 6.45% | $5,069.3万 | 111.4万股 | $4,872.5万 | 106.8万股 | +4.6万股+4.34% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 4.46% | 4.92% | $3,800.1万 | 70.3万股 | $3,715.8万 | 70.4万股 | -553股-0.08% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 3.91% | 4.23% | $3,333.2万 | 149.5万股 | $3,197.9万 | 143.1万股 | +6.4万股+4.46% | 加仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 2.85% | 2.76% | $2,425.5万 | 70.1万股 | $2,084.6万 | 70.7万股 | -6,256股-0.89% | 减仓 |
| F富达Covington信托FENI |
| 2.4% | 2.15% | $2,048.6万 | 51.0万股 | $1,623.3万 | 43.6万股 | +7.4万股+16.99% | 加仓 |
| IiShares安硕IEMG |
| 2.27% | 2.13% | $1,937.0万 | 23.4万股 | $1,612.1万 | 23.1万股 | +2,701股+1.17% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.18% | 2.06% | $1,861.8万 | 22.6万股 | $1,559.2万 | 21.9万股 | +6,903股+3.15% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.73% | 1.69% | $1,477.9万 | 17.9万股 | $1,273.9万 | 15.4万股 | +2.5万股+16.16% | 加仓 |
| IiShares安硕信托AGG |
| 1.63% | 1.72% | $1,392.8万 | 14.1万股 | $1,296.4万 | 13.1万股 | +1.0万股+7.75% | 加仓 |
| F富达Covington信托FELG |
| 1.55% | 1.28% | $1,325.2万 | 30.3万股 | $966.1万 | 25.8万股 | +4.5万股+17.54% | 加仓 |
 苹果AAPL |
| 0.99% | 0.9% | $842.4万 | 2.9万股 | $678.9万 | 2.7万股 | +2,362股+8.83% | 加仓 |
 谷歌AGOOGL |
| 0.89% | 0.8% | $762.8万 | 2.1万股 | $606.3万 | 2.1万股 | +260股+1.23% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.86% | 0.89% | $735.8万 | 3.1万股 | $668.3万 | 3.1万股 | +22股+0.07% | 加仓 |
| F富达Covington信托FDVV |
| 0.79% | 0.81% | $673.7万 | 11.2万股 | $615.1万 | 11.1万股 | +402股+0.36% | 加仓 |
 英伟达NVDA |
| 0.75% | 0.73% | $641.8万 | 3.2万股 | $549.5万 | 3.2万股 | +568股+1.80% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.73% | 0.77% | $621.9万 | 3.9万股 | $578.0万 | 3.9万股 | +322股+0.83% | 加仓 |
 微软MSFT |
| 0.71% | 0.79% | $608.6万 | 1.6万股 | $597.4万 | 1.6万股 | +176股+1.09% | 加仓 |
 应用材料AMAT |
| 0.59% | 0.31% | $502.5万 | 6,951股 | $234.8万 | 6,871股 | +80股+1.16% | 加仓 |
| IiShares安硕·COREIJH |
| 0.52% | 0.52% | $439.3万 | 5.7万股 | $392.6万 | 5.8万股 | -1,156股-1.99% | 减仓 |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 0.49% | 0.68% | $414.3万 | 5.4万股 | $514.9万 | 7.3万股 | -2.0万股-26.71% | 减仓 |
| IiShares安硕信托IBDR |
| 0.47% | 0.54% | $404.1万 | 16.7万股 | $408.6万 | 16.9万股 | -1,817股-1.08% | 减仓 |
 卡特彼勒CAT |
| 0.44% | 0.38% | $372.2万 | 3,495股 | $288.4万 | 4,071股 | -576股-14.15% | 减仓 |
 摩根大通JPM |
| 0.4% | 0.4% | $343.8万 | 1.1万股 | $301.7万 | 1.0万股 | +250股+2.44% | 加仓 |
| G通用动力VTI |
| 0.38% | 0.37% | $326.5万 | 8,823股 | $282.8万 | 8,816股 | +7股+0.08% | 加仓 |
| IiShares安硕·COREIJR |
| 0.37% | 0.35% | $317.7万 | 2.1万股 | $265.7万 | 2.1万股 | +52股+0.24% | 加仓 |
 博通AVGO |
| 0.36% | 0.3% | $309.1万 | 8,183股 | $227.6万 | 7,353股 | +830股+11.29% | 加仓 |
 艾伯维ABBV |
| 0.36% | 0.35% | $306.0万 | 1.2万股 | $260.7万 | 1.2万股 | +173股+1.44% | 加仓 |
 亚马逊AMZN |
| 0.34% | 0.33% | $286.8万 | 1.2万股 | $249.3万 | 1.2万股 | +64股+0.53% | 加仓 |
 强生JNJ |
| 0.33% | 0.36% | $284.6万 | 1.1万股 | $270.6万 | 1.1万股 | +135股+1.22% | 加仓 |
 沃尔玛WMT |
| 0.33% | 0.38% | $281.8万 | 2.5万股 | $287.6万 | 2.3万股 | +1,735股+7.50% | 加仓 |
| IiShares安硕信托IBDS |
| 0.33% | 0.34% | $277.4万 | 11.5万股 | $253.0万 | 10.4万股 | +1.0万股+9.75% | 加仓 |
 思科CSCO |
| 0.32% | 0.26% | $276.3万 | 2.4万股 | $198.5万 | 2.6万股 | -2,058股-8.04% | 减仓 |
 Meta平台META |
| 0.3% | 0.35% | $258.6万 | 4,590股 | $263.1万 | 4,599股 | -9股-0.20% | 减仓 |
| IiShares安硕信托ITOT |
| 0.3% | 0.29% | $254.3万 | 1.5万股 | $220.5万 | 1.5万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.29% | 0.4% | $247.7万 | 1.8万股 | $298.3万 | 1.8万股 | +530股+3.01% | 加仓 |
| IiShares安硕信托IVV |
| 0.29% | 0.32% | $243.8万 | 3,256股 | $240.9万 | 3,688股 | -432股-11.71% | 减仓 |
| IiShares安硕信托IBDT |
| 0.28% | 0.29% | $238.6万 | 9.5万股 | $222.8万 | 8.8万股 | +6,567股+7.47% | 加仓 |
| IiShares安硕信托IBDY |
| 0.27% | 0.31% | $232.9万 | 9.0万股 | $231.1万 | 8.9万股 | +1,052股+1.18% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.26% | 0.28% | $222.5万 | 8.1万股 | $214.1万 | 7.9万股 | +2,147股+2.72% | 加仓 |
| IiShares安硕信托IVW |
| 0.25% | 0.25% | $216.9万 | 1.6万股 | $186.6万 | 1.7万股 | -728股-4.41% | 减仓 |
| IiShares安硕信托IWD |
| 0.25% | 0.26% | $216.6万 | 8,935股 | $198.8万 | 9,304股 | -369股-3.97% | 减仓 |
 特斯拉TSLA |
| 0.24% | 0.24% | $207.1万 | 4,923股 | $179.0万 | 4,816股 | +107股+2.22% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.24% | 0.26% | $205.1万 | 1.3万股 | $197.3万 | 1.4万股 | -40股-0.30% | 减仓 |
 宝洁PG |
| 0.23% | 0.25% | $199.2万 | 1.4万股 | $191.0万 | 1.3万股 | +361股+2.73% | 加仓 |
| F富达Covington信托FFLG |
| 0.23% | 0.21% | $195.2万 | 5.6万股 | $156.5万 | 5.6万股 | +2股+0.00% | 加仓 |
 美光科技MU |
| 0.22% | 0.03% | $191.5万 | 1,659股 | $25.3万 | 749股 | +910股+121.50% | 加仓 |
