| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 18.61% | 18.35% | $3,106.3万 | 107.3万股 | $2,712.0万 | 108.0万股 | -7,847股-0.73% | 减仓 |
| PPUTNAM ETF TRUSTPVAL |
| 6.02% | 5.93% | $1,005.5万 | 19.7万股 | $876.4万 | 18.9万股 | +8,471股+4.48% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 5.64% | 5.43% | $941.3万 | 25.3万股 | $802.3万 | 22.6万股 | +2.7万股+11.87% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 5.37% | 6.42% | $895.8万 | 32.6万股 | $949.4万 | 35.0万股 | -2.4万股-6.75% | 减仓 |
 强生JNJ |
| 4.97% | 6% | $829.2万 | 3.3万股 | $887.1万 | 3.6万股 | -3,641股-10.03% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 3.78% | 3.76% | $630.8万 | 15.1万股 | $555.7万 | 15.1万股 | +15股+0.01% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 3.43% | 3.25% | $572.4万 | 11.1万股 | $479.8万 | 10.6万股 | +4,397股+4.13% | 加仓 |
| NNEUBERGER BERMAN ETF TRUSTNBSD |
| 3.13% | 3.8% | $523.2万 | 10.4万股 | $561.1万 | 11.1万股 | -7,060股-6.38% | 减仓 |
| V先锋领航指数基金VOO |
| 2.56% | 1.94% | $427.8万 | 6,229股 | $286.3万 | 4,791股 | +1,438股+30.01% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.41% | 2.34% | $401.8万 | 3.2万股 | $345.7万 | 8,108股 | +2.4万股+299.12% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.21% | 2.19% | $368.9万 | 1.7万股 | $324.3万 | 1.7万股 | -95股-0.56% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.15% | 2.34% | $359.0万 | 8.7万股 | $346.1万 | 8.9万股 | -1,797股-2.02% | 减仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 2.13% | 2.61% | $354.8万 | 14.1万股 | $386.3万 | 15.6万股 | -1.5万股-9.54% | 减仓 |
| IiShares安硕信托IUSV |
| 1.82% | 1.96% | $304.5万 | 2.8万股 | $289.8万 | 2.8万股 | -692股-2.44% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 1.76% | 2.38% | $293.2万 | 5.7万股 | $351.1万 | 6.9万股 | -1.1万股-16.52% | 减仓 |
 苹果AAPL |
| 1.49% | 1.63% | $248.8万 | 8,598股 | $240.2万 | 9,466股 | -868股-9.17% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.42% | 1.39% | $237.1万 | 6,479股 | $206.1万 | 6,479股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.39% | 1.46% | $232.0万 | 9,807股 | $215.1万 | 1.0万股 | -194股-1.94% | 减仓 |
| IiShares安硕信托ITOT |
| 1.35% | 1.33% | $226.1万 | 1.4万股 | $196.0万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIUSG |
| 1.33% | 1% | $221.4万 | 1.2万股 | $148.0万 | 9,542股 | +2,230股+23.37% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.17% | 1.14% | $194.8万 | 2,609股 | $168.7万 | 2,594股 | +15股+0.58% | 加仓 |
| V先锋领航指数基金VUG |
| 1.08% | 1.03% | $180.5万 | 2.1万股 | $152.6万 | 3,493股 | +1.7万股+499.89% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.07% | 1.04% | $179.4万 | 5.3万股 | $154.5万 | 5.3万股 | +1股+0.00% | 加仓 |
 亚马逊AMZN |
| 0.88% | 0.78% | $146.8万 | 6,159股 | $114.7万 | 5,509股 | +650股+11.80% | 加仓 |
 雷神技术RTX |
| 0.84% | 1% | $140.8万 | 7,423股 | $147.4万 | 7,639股 | -216股-2.83% | 减仓 |
| IiShares安硕信托IVW |
| 0.8% | 0.75% | $133.9万 | 9,736股 | $110.1万 | 9,736股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.77% | — | $127.9万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 谷歌AGOOGL |
| 0.76% | 0.57% | $126.3万 | 3,534股 | $83.8万 | 2,914股 | +620股+21.28% | 加仓 |
| S嘉信·USSCHX |
| 0.7% | 0.69% | $116.8万 | 4.0万股 | $101.8万 | 4.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.69% | 0.82% | $115.4万 | 3,093股 | $120.6万 | 3,259股 | -166股-5.09% | 减仓 |
| IiShares安硕信托IQLT |
| 0.59% | 0.75% | $97.8万 | 2.0万股 | $111.1万 | 2.4万股 | -4,288股-17.85% | 减仓 |
| WWISDOMTREE U.S. AI ENHANCED VALUE FUNDAIVL |
| 0.57% | 0.6% | $95.9万 | 7,316股 | $88.2万 | 7,623股 | -307股-4.03% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.54% | — | $90.9万 | 5,750股 | $0 | 0股 | +5,750股 | 新买入 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.52% | 0.53% | $86.9万 | 2.5万股 | $77.6万 | 2.5万股 | -500股-1.96% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.55% | $84.3万 | 1,684股 | $80.7万 | 1,684股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.45% | 0.45% | $75.3万 | 3,105股 | $66.3万 | 3,105股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSI |
| 0.44% | 0.3% | $74.0万 | 1.6万股 | $43.8万 | 1.0万股 | +6,077股+58.83% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.44% | 0.4% | $73.1万 | 2,070股 | $59.4万 | 2,070股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.44% | 0.54% | $73.0万 | 8,911股 | $79.8万 | 1.1万股 | -2,344股-20.83% | 减仓 |
 GENWORTH FINLGNW |
| 0.44% | 0.42% | $72.7万 | 7.7万股 | $62.3万 | 7.7万股 | 00.00% | 持仓不变 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.43% | 0.49% | $72.5万 | 1.4万股 | $72.5万 | 1.4万股 | 00.00% | 持仓不变 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.43% | 0.42% | $71.1万 | 3.1万股 | $62.7万 | 2.7万股 | +3,745股+13.90% | 加仓 |
 礼来LLY |
| 0.42% | 0.7% | $70.4万 | 587股 | $103.7万 | 1,127股 | -540股-47.91% | 减仓 |
 宝洁PG |
| 0.39% | 0.46% | $65.6万 | 4,473股 | $67.7万 | 4,684股 | -211股-4.50% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.39% | — | $64.9万 | 9,111股 | $0 | 0股 | +9,111股 | 新买入 |
 英伟达NVDA |
| 0.37% | 0.3% | $61.7万 | 3,083股 | $44.0万 | 2,521股 | +562股+22.29% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.37% | 0.38% | $61.1万 | 2,689股 | $56.8万 | 2,689股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.35% | — | $59.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 摩根大通JPM |
| 0.33% | 0.45% | $54.9万 | 1,678股 | $67.0万 | 2,278股 | -600股-26.34% | 减仓 |
| IiShares安硕信托IBDS |
| 0.33% | 0.4% | $54.4万 | 2.2万股 | $58.5万 | 2.4万股 | -1,660股-6.88% | 减仓 |
