| DDimensional维度·USDFUV |
| 13.49% | 12.09% | $2,826.9万 | 51.4万股 | $2,071.6万 | 42.7万股 | +8.6万股+20.21% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 10.76% | 9.95% | $2,255.8万 | 14.0万股 | $1,705.8万 | 15.2万股 | -1.3万股-8.22% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 10.29% | 11.02% | $2,156.5万 | 39.9万股 | $1,888.4万 | 35.8万股 | +4.1万股+11.58% | 加仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI |
| 10.04% | 11.76% | $2,104.2万 | 70.8万股 | $2,015.3万 | 72.0万股 | -1.2万股-1.63% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 5.45% | 6.04% | $1,142.2万 | 9.8万股 | $1,034.5万 | 8.9万股 | +8,592股+9.66% | 加仓 |
| FFT VEST LAD AUTO CALL BARRIERACYN |
| 4.61% | — | $965.6万 | 46.4万股 | $0 | 0股 | +46.4万股 | 新买入 |
| DDimensional维度ETF信托DISV |
| 4.36% | 5.58% | $912.9万 | 22.7万股 | $956.7万 | 24.3万股 | -1.5万股-6.21% | 减仓 |
| F第一信托交易所交易基金FYC |
| 4.2% | 4.02% | $880.1万 | 6.6万股 | $689.5万 | 6.2万股 | +3,806股+6.12% | 加仓 |
| EETF系列解决方案QTUM |
| 4.11% | 3.04% | $860.4万 | 5.2万股 | $521.1万 | 4.9万股 | +3,459股+7.12% | 加仓 |
| EEXCHANGE TRADED CONCEPTS TRUNUKZ |
| 2.81% | 3.07% | $588.7万 | 8.6万股 | $526.5万 | 8.0万股 | +6,318股+7.89% | 加仓 |
| UUSCF MIDSTREAM ENERGY INCOME FUND ETFUMI |
| 2.59% | 2.84% | $542.8万 | 9.2万股 | $486.6万 | 8.3万股 | +9,196股+11.07% | 加仓 |
| I景顺交易所交易基金信托PPA |
| 2.39% | 3.2% | $501.7万 | 2.8万股 | $548.9万 | 3.3万股 | -4,725股-14.26% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.14% | 2.75% | $448.2万 | 6,001股 | $472.1万 | 7,259股 | -1,258股-17.33% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTBUX |
| 2.1% | 2.07% | $440.6万 | 8.9万股 | $355.1万 | 7.1万股 | +1.7万股+24.04% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.09% | 2.63% | $437.7万 | 5.3万股 | $450.3万 | 6.4万股 | -1.0万股-15.87% | 减仓 |
| I景顺QQQ信托VOO |
| 1.86% | — | $390.0万 | 5,296股 | $0 | 0股 | +5,296股 | 新买入 |
| DDimensional维度ETF信托DEHP |
| 1.81% | 1.97% | $379.5万 | 8.9万股 | $338.4万 | 10.0万股 | -1.1万股-11.42% | 减仓 |
| FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI |
| 1.65% | 1.09% | $346.6万 | 11.8万股 | $187.0万 | 7.3万股 | +4.5万股+61.06% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.37% | 1.74% | $287.2万 | 7.1万股 | $298.2万 | 8.8万股 | -1.7万股-18.89% | 减仓 |
| IiShares安硕URTH |
| 1.13% | 1.89% | $237.1万 | 1.2万股 | $324.0万 | 1.8万股 | -6,298股-34.99% | 减仓 |
 英伟达NVDA |
| 1.03% | 0.86% | $215.0万 | 1.1万股 | $146.8万 | 8,419股 | +2,327股+27.64% | 加仓 |
| IiShares安硕信托IOO |
| 0.89% | 0.89% | $186.8万 | 1.4万股 | $152.2万 | 1.3万股 | +1,092股+8.68% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.85% | 1.19% | $179.1万 | 2.0万股 | $204.4万 | 5,563股 | +1.5万股+266.22% | 加仓 |
| EETF系列解决方案CTEF |
| 0.71% | 0.63% | $149.1万 | 1.6万股 | $108.2万 | 1.6万股 | -179股-1.13% | 减仓 |
 苹果AAPL |
| 0.71% | 0.56% | $148.2万 | 5,120股 | $96.7万 | 3,812股 | +1,308股+34.31% | 加仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.65% | 1.33% | $136.2万 | 1.3万股 | $227.5万 | 2.1万股 | -8,331股-39.55% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.64% | 0.69% | $134.5万 | 3.2万股 | $118.2万 | 3.2万股 | +72股+0.22% | 加仓 |
| UUSCF ETF TRSDCI |
| 0.57% | — | $120.2万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.81% | $108.2万 | 2,162股 | $138.9万 | 2,898股 | -736股-25.40% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.42% | 0.82% | $87.9万 | 1.1万股 | $141.1万 | 2.0万股 | -9,162股-46.18% | 减仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.33% | 0.44% | $69.7万 | 4,098股 | $75.6万 | 5,212股 | -1,114股-21.37% | 减仓 |
| V先锋领航全球基金VGT |
| 0.33% | 0.33% | $69.6万 | 5,826股 | $56.1万 | 804股 | +5,022股+624.63% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.26% | 0.17% | $54.6万 | 1.3万股 | $28.5万 | 7,962股 | +4,839股+60.78% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.26% | — | $54.2万 | 3,427股 | $0 | 0股 | +3,427股 | 新买入 |
 谷歌AGOOGL |
| 0.23% | 0.13% | $47.5万 | 1,330股 | $23.0万 | 800股 | +530股+66.25% | 加仓 |
 亚马逊AMZN |
| 0.23% | — | $47.2万 | 1,982股 | $0 | 0股 | +1,982股 | 新买入 |
| IiShares安硕信托VLUE |
| 0.22% | 0.2% | $46.2万 | 2,310股 | $33.7万 | 2,370股 | -60股-2.53% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.22% | 0.18% | $45.1万 | 2,366股 | $31.4万 | 2,361股 | +5股+0.21% | 加仓 |
| BBITWISE 10 CRYPTO INDEX ETFBITQ |
| 0.2% | 0.23% | $42.6万 | 1.7万股 | $40.1万 | 2.1万股 | -3,865股-18.18% | 减仓 |
 微软MSFT |
| 0.2% | 0.14% | $42.6万 | 1,141股 | $23.4万 | 632股 | +509股+80.54% | 加仓 |
| V先锋领航·MIDVO |
| 0.19% | 0.28% | $40.4万 | 5,019股 | $47.2万 | 1,642股 | +3,377股+205.66% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.17% | 0.25% | $35.6万 | 6,635股 | $42.3万 | 8,570股 | -1,935股-22.58% | 减仓 |
| EEA SERIES TRUSTBOXA |
| 0.16% | 0.14% | $33.0万 | 3,120股 | $23.6万 | 2,240股 | +880股+39.29% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.15% | 0.17% | $32.2万 | 5,245股 | $29.1万 | 5,245股 | 00.00% | 持仓不变 |
| V先锋领航·HEALTHVHT |
| 0.13% | 0.25% | $28.3万 | 946股 | $43.2万 | 1,588股 | -642股-40.43% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.13% | — | $26.3万 | 744股 | $0 | 0股 | +744股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.13% | 1.94% | $26.2万 | 382股 | $332.1万 | 5,753股 | -5,371股-93.36% | 减仓 |
 特斯拉TSLA |
| 0.11% | — | $23.1万 | 550股 | $0 | 0股 | +550股 | 新买入 |
| RROUNDHILL MAGNIFICENT SEVEN ETFMAGS |
| 0.1% | 0.15% | $21.6万 | 3,364股 | $25.7万 | 4,438股 | -1,074股-24.20% | 减仓 |
