| V先锋领航指数基金VTV |
| 11.96% | 11.8% | $3,579.9万 | 16.4万股 | $3,306.9万 | 16.9万股 | -4,277股-2.54% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 10.95% | 11.42% | $3,276.4万 | 87.9万股 | $3,199.6万 | 90.1万股 | -2.1万股-2.35% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 10.79% | 10.86% | $3,228.1万 | 39.2万股 | $3,042.3万 | 42.8万股 | -3.6万股-8.34% | 减仓 |
| V先锋领航债券指数基金BIV |
| 9.95% | 10.34% | $2,977.6万 | 38.8万股 | $2,895.8万 | 37.5万股 | +1.3万股+3.47% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 9.88% | 10.09% | $2,955.6万 | 74.8万股 | $2,825.9万 | 79.1万股 | -4.4万股-5.54% | 减仓 |
| V先锋领航指数基金VUG |
| 9.39% | 8.7% | $2,808.5万 | 32.6万股 | $2,437.5万 | 5.6万股 | +27.0万股+484.24% | 加仓 |
| SSPDR黄金信托GLD |
| 4.97% | 6.32% | $1,487.2万 | 4.0万股 | $1,771.9万 | 4.1万股 | -806股-1.96% | 减仓 |
| IiShares安硕信托IEFA |
| 4.22% | 4.22% | $1,263.1万 | 13.1万股 | $1,182.7万 | 13.1万股 | +144股+0.11% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 3.78% | 4.3% | $1,130.8万 | 22.5万股 | $1,205.0万 | 23.9万股 | -1.5万股-6.18% | 减仓 |
| V先锋领航·TOTALBNDX |
| 2.25% | 2.28% | $673.2万 | 13.9万股 | $637.8万 | 13.3万股 | +6,275股+4.73% | 加仓 |
| V先锋领航全球基金VGT |
| 2.19% | 1.73% | $655.3万 | 5.5万股 | $483.3万 | 6,927股 | +4.8万股+691.48% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 1.66% | 1.77% | $495.3万 | 14.1万股 | $497.2万 | 14.8万股 | -6,264股-4.24% | 减仓 |
 苹果AAPL |
| 1.57% | 1.52% | $469.1万 | 1.6万股 | $426.3万 | 1.7万股 | -587股-3.49% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.21% | 1.07% | $361.8万 | 3.7万股 | $298.8万 | 3.7万股 | +415股+1.12% | 加仓 |
 英伟达NVDA |
| 1.09% | 1.08% | $326.9万 | 1.6万股 | $301.5万 | 1.7万股 | -950股-5.49% | 减仓 |
 VanEck ETF信托SMH |
| 0.84% | 0.55% | $252.0万 | 3,842股 | $154.5万 | 4,031股 | -189股-4.69% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.64% | $231.7万 | 6,557股 | $178.8万 | 6,233股 | +324股+5.20% | 加仓 |
 亚马逊AMZN |
| 0.76% | 0.71% | $225.9万 | 9,479股 | $199.6万 | 9,585股 | -106股-1.11% | 减仓 |
 AMD超威AMD |
| 0.71% | 0.36% | $212.9万 | 3,665股 | $101.9万 | 5,009股 | -1,344股-26.83% | 减仓 |
 微软MSFT |
| 0.7% | 0.79% | $208.8万 | 5,598股 | $221.5万 | 5,984股 | -386股-6.45% | 减仓 |
| IiShares黄金信托IAU |
| 0.55% | — | $165.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 谷歌AGOOGL |
| 0.44% | 0.38% | $132.2万 | 3,699股 | $105.3万 | 3,663股 | +36股+0.98% | 加仓 |
 礼来LLY |
| 0.42% | 0.37% | $127.1万 | 1,059股 | $102.3万 | 1,112股 | -53股-4.77% | 减仓 |
 博通AVGO |
| 0.4% | 0.35% | $118.7万 | 3,143股 | $99.3万 | 3,209股 | -66股-2.06% | 减仓 |
 Meta平台META |
| 0.37% | 0.41% | $111.2万 | 1,974股 | $115.9万 | 2,026股 | -52股-2.57% | 减仓 |
 摩根大通JPM |
| 0.37% | 0.36% | $110.0万 | 3,361股 | $100.1万 | 3,405股 | -44股-1.29% | 减仓 |
 特斯拉TSLA |
| 0.37% | 0.36% | $109.3万 | 2,599股 | $100.7万 | 2,708股 | -109股-4.03% | 减仓 |
| IiShares安硕信托IUSB |
| 0.35% | 0.33% | $104.9万 | 2.3万股 | $91.5万 | 2.0万股 | +2,910股+14.68% | 加仓 |
| F第一信托交易所交易基金SKYY |
| 0.33% | 0.29% | $97.5万 | 7,246股 | $81.7万 | 7,475股 | -229股-3.06% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.33% | $95.1万 | 1,900股 | $91.8万 | 1,915股 | -15股-0.78% | 减仓 |
 NETFLIXNFLX |
| 0.2% | 0.29% | $58.8万 | 8,231股 | $81.0万 | 8,423股 | -192股-2.28% | 减仓 |
 诺华NVS |
| 0.2% | 0.21% | $58.4万 | 3,727股 | $58.4万 | 3,820股 | -93股-2.43% | 减仓 |
 卡特彼勒CAT |
| 0.19% | 0.14% | $57.6万 | 541股 | $39.3万 | 555股 | -14股-2.52% | 减仓 |
 艾伯维ABBV |
| 0.19% | 0.18% | $56.3万 | 2,237股 | $50.7万 | 2,331股 | -94股-4.03% | 减仓 |
 VisaV |
| 0.19% | 0.17% | $55.8万 | 1,625股 | $47.9万 | 1,586股 | +39股+2.46% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 0.18% | 0.17% | $55.0万 | 5,787股 | $48.3万 | 5,853股 | -66股-1.13% | 减仓 |
 强生JNJ |
| 0.18% | 0.2% | $54.2万 | 2,133股 | $55.0万 | 2,251股 | -118股-5.24% | 减仓 |
 美光科技MU |
| 0.18% | — | $53.9万 | 467股 | $0 | 0股 | +467股 | 新买入 |
 好市多COST |
| 0.16% | 0.19% | $46.8万 | 500股 | $52.6万 | 528股 | -28股-5.30% | 减仓 |
 埃克森美孚XOM |
| 0.15% | 0.2% | $43.8万 | 3,200股 | $57.2万 | 3,369股 | -169股-5.02% | 减仓 |
 沃尔玛WMT |
| 0.15% | 0.18% | $43.7万 | 3,861股 | $49.9万 | 4,016股 | -155股-3.86% | 减仓 |
 奎斯特诊断DGX |
| 0.14% | 0.11% | $41.9万 | 1,979股 | $32.0万 | 1,635股 | +344股+21.04% | 加仓 |
| LLAMB WESTONLW |
| 0.14% | 0.15% | $40.7万 | 9,433股 | $43.1万 | 1.0万股 | -777股-7.61% | 减仓 |
 伊顿ETN |
| 0.14% | 0.12% | $40.6万 | 953股 | $35.0万 | 979股 | -26股-2.66% | 减仓 |
 阿斯麦ASML |
| 0.14% | 0.09% | $40.6万 | 204股 | $26.0万 | 197股 | +7股+3.55% | 加仓 |
 摩根士丹利MS |
| 0.13% | 0.11% | $39.3万 | 1,880股 | $31.4万 | 1,908股 | -28股-1.47% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.13% | 0.12% | $39.2万 | 8,697股 | $33.5万 | 7,892股 | +805股+10.20% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.13% | 0.12% | $38.8万 | 8,314股 | $32.5万 | 7,904股 | +410股+5.19% | 加仓 |
 雪佛龙CVX |
| 0.12% | 0.17% | $37.1万 | 2,240股 | $48.8万 | 2,359股 | -119股-5.04% | 减仓 |
| BBANK OF AMERBAC |
| 0.12% | 0.11% | $34.7万 | 6,092股 | $29.5万 | 6,056股 | +36股+0.59% | 加仓 |
