| DDimensional维度ETF信托DFSB |
| 15.79% | 12.33% | $1.50亿 | 288.3万股 | $1.35亿 | 261.0万股 | +27.3万股+10.45% | 加仓 |
| MMANAGER DIRECTED PORTFOLIOSVGSR |
| 13.24% | 11.94% | $1.26亿 | 1,106.4万股 | $1.31亿 | 1,265.8万股 | -159.4万股-12.60% | 减仓 |
| NNUVEEN ESGNUSC |
| 8.47% | 5.9% | $8,062.6万 | 154.7万股 | $6,460.0万 | 143.4万股 | +11.3万股+7.85% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 7.52% | 7.74% | $7,159.1万 | 102.4万股 | $8,475.2万 | 135.7万股 | -33.3万股-24.53% | 减仓 |
| TTidal·TRUST IJSTC |
| 7.08% | 5.13% | $6,735.0万 | 294.4万股 | $5,624.2万 | 288.6万股 | +5.8万股+2.01% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 6.37% | 4.81% | $6,063.3万 | 130.1万股 | $5,266.6万 | 128.2万股 | +1.9万股+1.49% | 加仓 |
| NNUSHARES ETF TRNUMV |
| 4.97% | 3.58% | $4,727.3万 | 108.7万股 | $3,924.9万 | 101.3万股 | +7.4万股+7.34% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 2.87% | 2.27% | $2,729.5万 | 60.5万股 | $2,485.1万 | 58.6万股 | +1.9万股+3.27% | 加仓 |
| NNUSHARES ETF TRNUEM |
| 2.78% | 2.04% | $2,648.1万 | 62.4万股 | $2,230.9万 | 60.8万股 | +1.6万股+2.66% | 加仓 |
 苹果AAPL |
| 1.85% | 1.74% | $1,758.2万 | 6.1万股 | $1,909.5万 | 7.5万股 | -1.4万股-19.24% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 1.63% | 1.32% | $1,553.4万 | 31.8万股 | $1,442.4万 | 34.0万股 | -2.3万股-6.62% | 减仓 |
 英伟达NVDA |
| 1.62% | 1.77% | $1,544.0万 | 7.7万股 | $1,941.2万 | 11.1万股 | -3.4万股-30.67% | 减仓 |
| DDimensional维度·USDFUV |
| 0.78% | 0.6% | $739.3万 | 13.4万股 | $656.2万 | 13.5万股 | -1,009股-0.75% | 减仓 |
 微软MSFT |
| 0.77% | 0.96% | $736.2万 | 2.0万股 | $1,048.7万 | 2.8万股 | -8,595股-30.34% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.72% | 0.61% | $681.2万 | 9,122股 | $668.5万 | 1.0万股 | -1,158股-11.26% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.69% | 0.53% | $658.5万 | 14.8万股 | $580.5万 | 14.9万股 | -942股-0.63% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.69% | 0.94% | $653.2万 | 16.3万股 | $1,026.7万 | 26.0万股 | -9.8万股-37.47% | 减仓 |
 AMD超威AMD |
| 0.59% | 0.25% | $559.2万 | 9,627股 | $271.2万 | 1.3万股 | -3,704股-27.78% | 减仓 |
 台积电TSM |
| 0.5% | 0.68% | $474.1万 | 9,928股 | $750.1万 | 2.2万股 | -1.2万股-55.27% | 减仓 |
 强生JNJ |
| 0.48% | 0.45% | $452.3万 | 1.8万股 | $495.4万 | 2.0万股 | -2,457股-12.12% | 减仓 |
 谷歌AGOOGL |
| 0.43% | 0.46% | $409.5万 | 1.1万股 | $509.2万 | 1.8万股 | -6,249股-35.29% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.37% | 0.28% | $349.1万 | 4.3万股 | $302.9万 | 4.3万股 | -122股-0.29% | 减仓 |
| TTidal·TRUST ISPUS |
| 0.35% | 0.25% | $329.5万 | 5.7万股 | $276.0万 | 5.7万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.32% | 0.31% | $302.1万 | 2.1万股 | $341.5万 | 2.3万股 | -2,599股-11.20% | 减仓 |
 应用材料AMAT |
| 0.3% | 0.16% | $289.1万 | 3,998股 | $170.8万 | 4,996股 | -998股-19.98% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | 0.27% | $267.6万 | 5,347股 | $297.3万 | 6,205股 | -858股-13.83% | 减仓 |
 亚马逊AMZN |
| 0.28% | 0.42% | $264.8万 | 1.1万股 | $457.2万 | 2.2万股 | -1.1万股-49.40% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.27% | 0.31% | $252.3万 | 7,140股 | $344.0万 | 1.2万股 | -4,850股-40.45% | 减仓 |
 惠顿贵金属WPM |
| 0.24% | 0.38% | $231.5万 | 2.1万股 | $412.5万 | 3.1万股 | -1.1万股-34.55% | 减仓 |
| KKB FINLKB |
| 0.24% | 0.26% | $225.6万 | 2.1万股 | $288.3万 | 2.9万股 | -7,418股-25.66% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.24% | 0.2% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.23% | 0.31% | $217.0万 | 5,744股 | $335.2万 | 1.1万股 | -5,085股-46.96% | 减仓 |
 AMALGAMATED FINANCIAL CORP COMAMAL |
| 0.21% | 0.25% | $203.8万 | 4.4万股 | $269.4万 | 6.9万股 | -2.5万股-35.93% | 减仓 |
 艾伯维ABBV |
| 0.21% | 0.26% | $202.0万 | 8,029股 | $281.9万 | 1.3万股 | -4,932股-38.05% | 减仓 |
 礼来LLY |
| 0.19% | 0.23% | $180.9万 | 1,508股 | $248.4万 | 2,701股 | -1,193股-44.17% | 减仓 |
| AASE TECHNOLOGYASX |
| 0.19% | 0.12% | $179.5万 | 4.0万股 | $128.9万 | 5.9万股 | -2.0万股-33.11% | 减仓 |
 摩根大通JPM |
| 0.18% | 0.21% | $175.3万 | 5,356股 | $232.4万 | 7,900股 | -2,544股-32.20% | 减仓 |
| G通用动力VTI |
| 0.18% | 0.09% | $175.1万 | 4,731股 | $101.2万 | 3,154股 | +1,577股+50.00% | 加仓 |
 美光科技MU |
| 0.18% | 0.08% | $174.4万 | 1,511股 | $83.3万 | 2,467股 | -956股-38.75% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.18% | 0.16% | $173.0万 | 2.3万股 | $171.1万 | 2.2万股 | +385股+1.74% | 加仓 |
 摩根士丹利MS |
| 0.18% | 0.14% | $169.0万 | 8,086股 | $152.9万 | 9,289股 | -1,203股-12.95% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.18% | 0.12% | $167.6万 | 3,885股 | $129.7万 | 7,900股 | -4,015股-50.82% | 减仓 |
 好市多COST |
| 0.17% | 0.16% | $161.8万 | 1,730股 | $180.4万 | 1,810股 | -80股-4.42% | 减仓 |
 阿斯麦ASML |
| 0.16% | 0.2% | $154.6万 | 777股 | $218.6万 | 1,655股 | -878股-53.05% | 减仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.16% | 0.11% | $152.3万 | 8,621股 | $124.5万 | 9,202股 | -581股-6.31% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.16% | 0.13% | $149.1万 | 3.1万股 | $142.3万 | 3.0万股 | +1,501股+5.05% | 加仓 |
 默沙东MRK |
| 0.16% | 0.17% | $147.9万 | 1.2万股 | $190.4万 | 1.6万股 | -4,318股-27.28% | 减仓 |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 0.15% | 0.08% | $141.5万 | 5.2万股 | $82.9万 | 3.0万股 | +2.2万股+72.00% | 加仓 |
| FFLEXFLEX |
| 0.14% | 0.08% | $137.6万 | 8,490股 | $90.4万 | 1.4万股 | -5,324股-38.54% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.14% | 0.11% | $137.0万 | 5,789股 | $124.5万 | 5,789股 | 00.00% | 持仓不变 |
