| DDimensional维度ETF信托DFAU |
| 13.39% | 13.16% | $5,118.2万 | 99.0万股 | $4,295.8万 | 95.2万股 | +3.8万股+4.00% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 11.57% | 12.63% | $4,421.7万 | 118.7万股 | $4,121.2万 | 116.0万股 | +2.7万股+2.31% | 加仓 |
| TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA |
| 10.13% | 10.08% | $3,871.3万 | 81.4万股 | $3,288.4万 | 80.4万股 | +1.0万股+1.30% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 6.9% | 7.07% | $2,637.2万 | 62.5万股 | $2,308.4万 | 54.7万股 | +7.8万股+14.27% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 6.55% | 11.25% | $2,504.8万 | 46.7万股 | $3,670.8万 | 70.0万股 | -23.3万股-33.22% | 减仓 |
| A美国世纪ETF信托AVEM |
| 6% | 5.79% | $2,292.9万 | 23.8万股 | $1,890.3万 | 23.5万股 | +3,040股+1.30% | 加仓 |
| C资本集团成长ETFCGGR |
| 5.4% | 5.38% | $2,064.6万 | 43.7万股 | $1,754.5万 | 43.7万股 | +883股+0.20% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 5.24% | 5.54% | $2,002.4万 | 51.6万股 | $1,809.3万 | 51.6万股 | -133股-0.03% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 4.83% | 0.42% | $1,848.1万 | 82.9万股 | $138.3万 | 6.2万股 | +76.7万股+1,238.79% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.48% | 3.54% | $1,331.2万 | 16.2万股 | $1,154.0万 | 16.3万股 | -286股-0.18% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.01% | 2.79% | $1,150.9万 | 3.8万股 | $911.3万 | 3.8万股 | -367股-0.96% | 减仓 |
| V先锋领航指数基金VOO |
| 2.71% | 2.79% | $1,037.6万 | 1.5万股 | $911.7万 | 1.5万股 | -150股-0.98% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.94% | 1.97% | $742.3万 | 9.0万股 | $642.4万 | 9.0万股 | -161股-0.18% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.61% | 1.8% | $614.6万 | 12.1万股 | $587.3万 | 11.6万股 | +5,790股+5.01% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.37% | 1.41% | $523.5万 | 11.8万股 | $461.5万 | 11.9万股 | -759股-0.64% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 1.23% | 1.27% | $470.3万 | 5.7万股 | $413.5万 | 5.7万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.05% | — | $402.6万 | 3,488股 | $0 | 0股 | +3,488股 | 新买入 |
| SSANDISK COMSNDK |
| 0.91% | — | $348.8万 | 1,534股 | $0 | 0股 | +1,534股 | 新买入 |
| AAvantis·U SAVUV |
| 0.86% | 0.9% | $327.0万 | 2.6万股 | $292.5万 | 2.6万股 | -267股-1.01% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.61% | 0.66% | $231.5万 | 6.3万股 | $213.8万 | 6.3万股 | -99股-0.16% | 减仓 |
 苹果AAPL |
| 0.47% | 0.29% | $181.5万 | 6,271股 | $95.5万 | 3,764股 | +2,507股+66.60% | 加仓 |
 AMD超威AMD |
| 0.47% | — | $180.0万 | 3,098股 | $0 | 0股 | +3,098股 | 新买入 |
| AASTERA LABSALAB |
| 0.45% | — | $171.7万 | 3,555股 | $0 | 0股 | +3,555股 | 新买入 |
| DDimensional维度ETF信托DEHP |
| 0.43% | 0.41% | $163.3万 | 3.8万股 | $134.9万 | 4.0万股 | -1,748股-4.38% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.38% | 0.43% | $145.0万 | 9,399股 | $139.9万 | 9,595股 | -196股-2.04% | 减仓 |
 Arm控股ARM |
| 0.37% | — | $141.8万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.3% | $132.2万 | 1,771股 | $98.2万 | 1,510股 | +261股+17.28% | 加仓 |
| IiShares安硕信托AGG |
| 0.34% | 0.38% | $129.5万 | 1.3万股 | $122.5万 | 1.2万股 | +750股+6.08% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.13% | $121.6万 | 3,440股 | $41.3万 | 1,440股 | +2,000股+138.89% | 加仓 |
| I景顺QQQ信托VOO |
| 0.31% | 0.11% | $117.7万 | 1,598股 | $34.5万 | 598股 | +1,000股+167.22% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.3% | — | $113.5万 | 2,630股 | $0 | 0股 | +2,630股 | 新买入 |
| DDimensional维度ETF信托DFGP |
| 0.3% | 0.33% | $112.8万 | 2.1万股 | $108.7万 | 2.0万股 | +597股+2.97% | 加仓 |
 博通AVGO |
| 0.29% | — | $111.2万 | 2,943股 | $0 | 0股 | +2,943股 | 新买入 |
| IiShares安硕信托IWD |
| 0.25% | 0.26% | $97.1万 | 4,003股 | $85.5万 | 4,003股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.25% | — | $96.0万 | 1,704股 | $0 | 0股 | +1,704股 | 新买入 |
 迈威尔MRVL |
| 0.24% | — | $91.2万 | 3,061股 | $0 | 0股 | +3,061股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.22% | 0.23% | $85.8万 | 1.2万股 | $76.1万 | 1.2万股 | +166股+1.40% | 加仓 |
| Q高通QCOM |
| 0.22% | — | $84.6万 | 4,576股 | $0 | 0股 | +4,576股 | 新买入 |
| G通用动力VTI |
| 0.22% | 0.22% | $82.6万 | 2,232股 | $71.6万 | 2,231股 | +1股+0.04% | 加仓 |
 微软MSFT |
| 0.21% | 0.14% | $81.5万 | 2,184股 | $44.3万 | 1,197股 | +987股+82.46% | 加仓 |
 应用材料AMAT |
| 0.2% | — | $76.6万 | 1,060股 | $0 | 0股 | +1,060股 | 新买入 |
 谷歌AGOOGL |
| 0.19% | 0.18% | $72.0万 | 2,015股 | $57.9万 | 2,015股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.19% | 0.19% | $70.8万 | 2.1万股 | $62.7万 | 2.2万股 | -602股-2.80% | 减仓 |
 英伟达NVDA |
| 0.18% | 0.08% | $69.4万 | 3,469股 | $26.9万 | 1,544股 | +1,925股+124.68% | 加仓 |
| F富达Covington信托FENI |
| 0.17% | 0.15% | $63.2万 | 1.6万股 | $50.5万 | 1.4万股 | +2,171股+15.98% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.17% | 0.17% | $63.1万 | 4,929股 | $54.8万 | 4,929股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.16% | 0.16% | $60.9万 | 4,903股 | $52.6万 | 1,234股 | +3,669股+297.33% | 加仓 |
 联合健康UNH |
| 0.15% | 0.12% | $58.9万 | 1,418股 | $39.5万 | 1,459股 | -41股-2.81% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.15% | 0.09% | $57.5万 | 6,944股 | $30.5万 | 4,132股 | +2,812股+68.05% | 加仓 |
 礼来LLY |
| 0.14% | 0.13% | $54.2万 | 452股 | $41.5万 | 452股 | 00.00% | 持仓不变 |
