| DDimensional维度ETF信托DFAC |
| 10.48% | 10.55% | $1,560.5万 | 35.2万股 | $1,623.8万 | 41.8万股 | -6.6万股-15.81% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 8.65% | 8.7% | $1,288.1万 | 31.7万股 | $1,339.5万 | 38.8万股 | -7.1万股-18.25% | 减仓 |
 SMARTFINANCIAL COM NEWSMBK |
| 6.94% | 5.6% | $1,034.1万 | 22.0万股 | $861.4万 | 22.0万股 | -30股-0.01% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 6.54% | 7.61% | $974.9万 | 26.2万股 | $1,170.6万 | 32.9万股 | -6.8万股-20.59% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 5.85% | 6.54% | $872.0万 | 18.6万股 | $1,007.1万 | 21.5万股 | -2.8万股-13.15% | 减仓 |
| DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND |
| 5.77% | 6.45% | $859.0万 | 18.8万股 | $993.3万 | 21.7万股 | -2.8万股-13.10% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.74% | 6.46% | $854.6万 | 14.5万股 | $993.8万 | 16.7万股 | -2.2万股-13.18% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 5.54% | 6.21% | $825.2万 | 14.2万股 | $956.0万 | 16.3万股 | -2.2万股-13.18% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.08% | 3.41% | $459.0万 | 9.1万股 | $524.3万 | 10.4万股 | -1.3万股-12.39% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 2.95% | 3.1% | $439.1万 | 11.3万股 | $477.2万 | 13.6万股 | -2.3万股-16.88% | 减仓 |
| CCOMMERCIAL BANCGROUP INC COMCBK |
| 2.7% | 2.11% | $402.1万 | 12.5万股 | $324.1万 | 12.5万股 | 00.00% | 持仓不变 |
| PPGIM ULTRAPULS |
| 1.82% | 2.23% | $270.5万 | 5.5万股 | $342.7万 | 6.9万股 | -1.5万股-21.14% | 减仓 |
 博通AVGO |
| 1.77% | 1.66% | $264.0万 | 6,990股 | $254.9万 | 8,234股 | -1,244股-15.11% | 减仓 |
 Meta平台META |
| 1.62% | 1.4% | $242.0万 | 4,296股 | $216.1万 | 3,777股 | +519股+13.74% | 加仓 |
 微软MSFT |
| 1.47% | 1.19% | $218.8万 | 5,865股 | $183.1万 | 4,947股 | +918股+18.56% | 加仓 |
 台积电TSM |
| 1.4% | 1.11% | $208.3万 | 4,361股 | $170.6万 | 5,049股 | -688股-13.63% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.36% | 1.2% | $203.1万 | 5,747股 | $184.7万 | 6,437股 | -690股-10.72% | 减仓 |
 ATMOS ENERGYATO |
| 1.12% | — | $167.2万 | 9,703股 | $0 | 0股 | +9,703股 | 新买入 |
 摩根大通JPM |
| 1.05% | 1.06% | $156.6万 | 4,783股 | $162.9万 | 5,536股 | -753股-13.60% | 减仓 |
 美国合众银行USB |
| 1.02% | 0.85% | $152.3万 | 2.5万股 | $131.1万 | 2.5万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.02% | — | $151.8万 | 3,034股 | $0 | 0股 | +3,034股 | 新买入 |
 礼来LLY |
| 1% | 0.9% | $148.2万 | 1,236股 | $138.6万 | 1,507股 | -271股-17.98% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.98% | 1.07% | $145.7万 | 8,054股 | $164.2万 | 9,933股 | -1,879股-18.92% | 减仓 |
| IiShares安硕信托ICSH |
| 0.97% | 1.22% | $143.8万 | 2.8万股 | $188.3万 | 3.7万股 | -8,796股-23.65% | 减仓 |
 亚马逊AMZN |
| 0.94% | 0.94% | $140.4万 | 5,892股 | $144.3万 | 6,928股 | -1,036股-14.95% | 减仓 |
 福泰制药VRTX |
| 0.88% | 0.93% | $131.1万 | 2,640股 | $143.1万 | 3,204股 | -564股-17.60% | 减仓 |
 SAP SPON ADRSAP |
| 0.85% | — | $127.3万 | 8,262股 | $0 | 0股 | +8,262股 | 新买入 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.79% | 0.77% | $117.2万 | 2.3万股 | $117.9万 | 2.3万股 | -139股-0.59% | 减仓 |
 GE航空GE |
| 0.78% | 0.68% | $116.6万 | 3,121股 | $104.1万 | 3,669股 | -548股-14.94% | 减仓 |
 赛富时CRM |
| 0.78% | 0.15% | $116.2万 | 7,416股 | $23.1万 | 1,235股 | +6,181股+500.49% | 加仓 |
 雪佛龙CVX |
| 0.78% | 1.19% | $116.1万 | 7,006股 | $183.3万 | 8,860股 | -1,854股-20.93% | 减仓 |
 诺和诺德NVO |
| 0.76% | 0.68% | $113.5万 | 2.4万股 | $105.4万 | 2.9万股 | -4,993股-17.41% | 减仓 |
 苹果AAPL |
| 0.66% | 0.57% | $98.1万 | 3,390股 | $87.4万 | 3,444股 | -54股-1.57% | 减仓 |
 联合健康UNH |
| 0.65% | 0.5% | $97.5万 | 2,346股 | $77.5万 | 2,864股 | -518股-18.09% | 减仓 |
 黑石集团BX |
| 0.65% | 0.76% | $96.6万 | 8,210股 | $116.3万 | 1.0万股 | -1,900股-18.79% | 减仓 |
 联合太平洋铁路UNP |
| 0.65% | 0.18% | $96.2万 | 3,537股 | $27.4万 | 1,129股 | +2,408股+213.29% | 加仓 |
 星巴克SBUX |
| 0.6% | 1.19% | $89.6万 | 8,772股 | $183.4万 | 2.0万股 | -1.2万股-57.15% | 减仓 |
 波音BA |
| 0.58% | 0.63% | $87.1万 | 4,025股 | $97.1万 | 4,878股 | -853股-17.49% | 减仓 |
 ILLUMINAILMN |
| 0.54% | 0.51% | $79.8万 | 4,538股 | $78.5万 | 6,372股 | -1,834股-28.78% | 减仓 |
 安费诺APH |
| 0.52% | — | $78.2万 | 4,433股 | $0 | 0股 | +4,433股 | 新买入 |
 LOWES COS COMLOW |
| 0.51% | 0.66% | $75.6万 | 3,428股 | $101.2万 | 4,282股 | -854股-19.94% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.5% | 0.68% | $75.1万 | 3.1万股 | $104.5万 | 3.6万股 | -5,810股-15.96% | 减仓 |
 雷神技术RTX |
| 0.49% | 1.08% | $73.3万 | 3,866股 | $165.8万 | 8,593股 | -4,727股-55.01% | 减仓 |
| IiShares安硕信托IVV |
| 0.45% | 0.38% | $67.4万 | 900股 | $58.8万 | 900股 | 00.00% | 持仓不变 |
 CloudflareNET |
| 0.4% | 0.44% | $59.5万 | 2,426股 | $68.4万 | 3,316股 | -890股-26.84% | 减仓 |
| G通用动力VTI |
| 0.4% | 0.33% | $59.2万 | 1,601股 | $51.4万 | 1,601股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.39% | — | $58.5万 | 6,078股 | $0 | 0股 | +6,078股 | 新买入 |
 NETFLIXNFLX |
| 0.39% | 0.61% | $57.9万 | 8,116股 | $94.1万 | 9,786股 | -1,670股-17.07% | 减仓 |
 AFFIRM COM CL AAFRM |
| 0.37% | 0.28% | $55.1万 | 6,751股 | $42.5万 | 9,270股 | -2,519股-27.17% | 减仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.33% | 0.32% | $49.1万 | 1.1万股 | $49.3万 | 1.3万股 | -1,787股-13.94% | 减仓 |
