| IiShares安硕信托SGOV |
| 16.74% | 21.18% | $7,840.0万 | 77.9万股 | $8,716.7万 | 86.6万股 | -8.7万股-10.07% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 12.44% | — | $5,826.9万 | 37.1万股 | $0 | 0股 | +37.1万股 | 新买入 |
| SSPDR道富系列信托BIL |
| 9.16% | 11.12% | $4,293.2万 | 46.8万股 | $4,576.3万 | 49.9万股 | -3.1万股-6.19% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 7.66% | 10.84% | $3,590.4万 | 16.9万股 | $4,461.3万 | 23.2万股 | -6.4万股-27.41% | 减仓 |
| IiShares安硕信托IEI |
| 6.8% | 2.87% | $3,186.8万 | 27.1万股 | $1,180.0万 | 9.9万股 | +17.2万股+172.72% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 5.45% | 6.18% | $2,553.1万 | 50.5万股 | $2,543.8万 | 50.3万股 | +2,246股+0.45% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 4.16% | 3.68% | $1,949.6万 | 37.7万股 | $1,512.9万 | 33.5万股 | +4.2万股+12.49% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 3.96% | 0.07% | $1,853.0万 | 22.6万股 | $27.1万 | 3,286股 | +22.2万股+6,767.74% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 2.78% | 3.1% | $1,302.2万 | 13.8万股 | $1,274.8万 | 13.4万股 | +4,129股+3.09% | 加仓 |
| SSPDR行业精选信托XLE |
| 2.45% | 3.47% | $1,147.7万 | 21.6万股 | $1,426.6万 | 23.3万股 | -1.7万股-7.20% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.36% | 2.02% | $1,107.4万 | 26.5万股 | $833.0万 | 22.7万股 | +3.9万股+17.11% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.19% | 7.75% | $1,025.6万 | 3.4万股 | $3,190.0万 | 12.9万股 | -9.4万股-73.46% | 减仓 |
| A美国世纪ETF信托AVUS |
| 2.13% | 2.07% | $998.8万 | 7.8万股 | $851.1万 | 7.7万股 | +1,434股+1.87% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.06% | 2.31% | $966.5万 | 16.6万股 | $951.0万 | 16.2万股 | +3,609股+2.22% | 加仓 |
| S道富XLI |
| 1.82% | — | $853.3万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| DDimensional维度·USDFUV |
| 1.61% | 1.34% | $753.2万 | 13.7万股 | $551.1万 | 11.4万股 | +2.3万股+20.39% | 加仓 |
| IiShares安硕信托MTUM |
| 1.59% | 0.37% | $743.9万 | 2.2万股 | $153.6万 | 6,402股 | +1.5万股+238.94% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.07% | 1.1% | $503.0万 | 12.2万股 | $451.6万 | 11.6万股 | +6,037股+5.21% | 加仓 |
| S嘉信策略信托SCHF |
| 1.07% | 1.04% | $501.1万 | 18.1万股 | $428.1万 | 17.3万股 | +7,912股+4.57% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.99% | 0.93% | $463.0万 | 2.1万股 | $384.6万 | 2.0万股 | +1,049股+5.23% | 加仓 |
| IiShares安硕信托GJS |
| 0.91% | 0.96% | $426.0万 | 18.7万股 | $393.0万 | 17.2万股 | +1.5万股+9.00% | 加仓 |
| S嘉信策略信托SCHE |
| 0.82% | 0.79% | $383.3万 | 10.6万股 | $326.8万 | 9.9万股 | +6,530股+6.58% | 加仓 |
| V先锋领航指数基金VTV |
| 0.74% | — | $348.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 亚马逊AMZN |
| 0.69% | 0.13% | $324.6万 | 1.4万股 | $54.7万 | 2,628股 | +1.1万股+418.23% | 加仓 |
 苹果AAPL |
| 0.69% | 0.67% | $322.0万 | 1.1万股 | $276.8万 | 1.1万股 | +224股+2.05% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.58% | 0.54% | $272.7万 | 6.8万股 | $221.2万 | 6.5万股 | +2,516股+3.85% | 加仓 |
| PProShares信托SSO |
| 0.56% | 0.53% | $263.5万 | 3.9万股 | $218.3万 | 4.2万股 | -2,960股-7.04% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.55% | 0.47% | $255.7万 | 7.5万股 | $193.1万 | 6.0万股 | +1.5万股+25.00% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.53% | 0.42% | $250.2万 | 3.0万股 | $171.6万 | 2.4万股 | +6,264股+25.97% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.38% | $163.3万 | 3,264股 | $156.4万 | 3,264股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIS |
| 0.34% | 0.31% | $160.5万 | 4.6万股 | $127.3万 | 3.8万股 | +8,004股+21.17% | 加仓 |
 英伟达NVDA |
| 0.31% | 0.39% | $144.3万 | 7,211股 | $162.5万 | 9,318股 | -2,107股-22.61% | 减仓 |
| DDimensional维度ETF信托DEHP |
| 0.31% | 0.24% | $142.9万 | 3.3万股 | $100.0万 | 3.0万股 | +3,813股+12.88% | 加仓 |
 美光科技MU |
| 0.28% | 0.29% | $133.3万 | 1,155股 | $118.2万 | 3,500股 | -2,345股-67.00% | 减仓 |
 杜克能源DUK |
| 0.25% | 0.28% | $117.3万 | 9,268股 | $116.7万 | 8,916股 | +352股+3.95% | 加仓 |
| I景顺QQQ信托VOO |
| 0.21% | — | $99.0万 | 1,345股 | $0 | 0股 | +1,345股 | 新买入 |
 微软MSFT |
| 0.18% | 0.15% | $84.6万 | 2,269股 | $60.3万 | 1,630股 | +639股+39.20% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.16% | 0.14% | $73.6万 | 3,557股 | $57.5万 | 3,557股 | 00.00% | 持仓不变 |
| GGlobal X基金AUSF |
| 0.14% | 0.15% | $63.7万 | 1.3万股 | $63.0万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.14% | 0.13% | $63.3万 | 846股 | $54.7万 | 838股 | +8股+0.95% | 加仓 |
 艾伯维ABBV |
| 0.13% | 0.13% | $63.2万 | 2,511股 | $55.3万 | 2,544股 | -33股-1.30% | 减仓 |
 谷歌AGOOGL |
| 0.13% | 0.11% | $62.4万 | 1,745股 | $46.8万 | 1,629股 | +116股+7.12% | 加仓 |
 Meta平台META |
| 0.13% | 0.08% | $61.3万 | 1,088股 | $33.5万 | 586股 | +502股+85.67% | 加仓 |
 VisaV |
| 0.13% | 0.12% | $59.0万 | 1,720股 | $49.0万 | 1,622股 | +98股+6.04% | 加仓 |
| BBANK OF AMERBAC |
| 0.11% | 0.11% | $52.5万 | 9,219股 | $45.2万 | 9,271股 | -52股-0.56% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.11% | 0.11% | $51.6万 | 1,641股 | $47.1万 | 1,641股 | 00.00% | 持仓不变 |
| PProShares信托UPRO |
| 0.11% | 0.11% | $51.4万 | 3,627股 | $44.1万 | 4,544股 | -917股-20.18% | 减仓 |
| S道富SPMD |
| 0.11% | 0.13% | $50.9万 | 7,532股 | $53.2万 | 8,987股 | -1,455股-16.19% | 减仓 |
 家得宝HD |
| 0.1% | 0.09% | $45.4万 | 1,286股 | $35.4万 | 1,075股 | +211股+19.63% | 加仓 |
 埃克森美孚XOM |
| 0.09% | 0.12% | $41.0万 | 2,996股 | $50.8万 | 2,996股 | 00.00% | 持仓不变 |
