| SSPDR标普500 ETFSPY |
| 24.19% | 1.65% | $6,367.7万 | 8.5万股 | $298.7万 | 6.1万股 | +2.4万股+39.96% | 加仓 |
| A美国世纪ETF信托AVLV |
| 7.89% | 10.01% | $2,078.2万 | 22.8万股 | $1,815.1万 | 22.5万股 | +2,677股+1.19% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 5.18% | 7.52% | $1,364.1万 | 23.4万股 | $1,362.9万 | 23.3万股 | +1,573股+0.68% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5% | 6.1% | $1,317.4万 | 38.9万股 | $1,105.1万 | 37.9万股 | +9,930股+2.62% | 加仓 |
| IiShares安硕信托SGOV |
| 4.79% | 8.09% | $1,260.9万 | 12.5万股 | $1,466.3万 | 14.6万股 | -2.0万股-14.01% | 减仓 |
 苹果AAPL |
| 3.01% | 3.73% | $791.5万 | 2.7万股 | $676.0万 | 2.7万股 | +715股+2.68% | 加仓 |
| V先锋领航·TOTALBND |
| 2.39% | 3.3% | $629.6万 | 8.6万股 | $597.5万 | 8.1万股 | +4,622股+5.70% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.15% | 2.75% | $564.7万 | 12.7万股 | $498.8万 | 12.8万股 | -1,062股-0.83% | 减仓 |
 博通AVGO |
| 2.14% | 2.53% | $564.1万 | 1.5万股 | $458.8万 | 1.5万股 | +112股+0.76% | 加仓 |
| S嘉信策略信托SCHR |
| 2.11% | 2.96% | $555.2万 | 22.5万股 | $536.8万 | 21.5万股 | +9,665股+4.49% | 加仓 |
| IiShares安硕信托LQD |
| 1.58% | 2.21% | $416.1万 | 3.8万股 | $401.5万 | 3.7万股 | +1,310股+3.56% | 加仓 |
| IiShares安硕信托AGG |
| 1.45% | 2.03% | $382.8万 | 3.9万股 | $368.1万 | 3.7万股 | +1,591股+4.29% | 加仓 |
| IiShares安硕信托CMF |
| 1.37% | 1.67% | $359.6万 | 6.2万股 | $303.5万 | 5.3万股 | +9,005股+16.87% | 加仓 |
| S道富MDYG |
| 1.36% | 1.6% | $357.9万 | 3.2万股 | $289.6万 | 3.0万股 | +1,754股+5.81% | 加仓 |
| IiShares安硕信托GJS |
| 1.33% | 1.86% | $350.1万 | 15.4万股 | $336.5万 | 14.7万股 | +6,847股+4.66% | 加仓 |
| V先锋领航指数基金VBK |
| 1.31% | 1.5% | $345.8万 | 9,457股 | $272.1万 | 9,003股 | +454股+5.04% | 加仓 |
 帕兰提尔PLTR |
| 1.29% | 2.34% | $339.3万 | 2.9万股 | $425.1万 | 2.9万股 | +23股+0.08% | 加仓 |
| IiShares安硕信托IJJ |
| 1.28% | 1.56% | $338.2万 | 2.3万股 | $283.4万 | 2.1万股 | +1,500股+7.01% | 加仓 |
| AAvantis·U SAVUV |
| 1.28% | 1.6% | $337.0万 | 2.7万股 | $289.6万 | 2.6万股 | +796股+3.04% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 1.26% | 1.69% | $332.9万 | 8.4万股 | $307.1万 | 7.7万股 | +7,034股+9.10% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.18% | 0.79% | $309.8万 | 6.1万股 | $143.2万 | 2.9万股 | +3.3万股+113.46% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.15% | 1.73% | $301.8万 | 12.5万股 | $313.1万 | 12.9万股 | -4,000股-3.10% | 减仓 |
| IiShares安硕信托TLT |
| 1.1% | 1.56% | $289.1万 | 3.3万股 | $282.7万 | 3.3万股 | +845股+2.59% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.05% | 1.29% | $276.7万 | 6.9万股 | $234.8万 | 6.9万股 | -517股-0.75% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.98% | 1.44% | $258.7万 | 3.2万股 | $260.3万 | 3.2万股 | -18股-0.06% | 减仓 |
 英特尔INTC |
| 0.9% | 0.41% | $238.2万 | 1.7万股 | $74.3万 | 1.7万股 | +227股+1.35% | 加仓 |
| IiShares安硕信托HYG |
| 0.88% | 1.21% | $232.7万 | 2.9万股 | $219.8万 | 2.8万股 | +1,472股+5.33% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.88% | 1.2% | $232.2万 | 5.8万股 | $218.2万 | 5.4万股 | +3,250股+5.98% | 加仓 |
 英伟达NVDA |
| 0.88% | 1.06% | $231.9万 | 1.2万股 | $192.6万 | 1.1万股 | +546股+4.94% | 加仓 |
 谷歌AGOOGL |
| 0.84% | 0.94% | $221.7万 | 6,203股 | $170.4万 | 5,924股 | +279股+4.71% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.84% | 1% | $219.9万 | 4.6万股 | $181.6万 | 3.8万股 | +7,618股+20.11% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.82% | 1.1% | $215.6万 | 5.2万股 | $199.8万 | 5.1万股 | +972股+1.90% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.79% | 0.97% | $208.0万 | 8.2万股 | $175.0万 | 7.1万股 | +1.1万股+15.85% | 加仓 |
 微软MSFT |
| 0.74% | 1% | $196.0万 | 5,255股 | $181.3万 | 4,898股 | +357股+7.29% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.67% | 0.83% | $177.1万 | 9,418股 | $151.0万 | 9,735股 | -317股-3.26% | 减仓 |
| I景顺QQQ信托VOO |
| 0.64% | 0.72% | $169.3万 | 2,299股 | $129.6万 | 2,246股 | +53股+2.36% | 加仓 |
 Meta平台META |
| 0.6% | 0.88% | $158.6万 | 2,816股 | $158.8万 | 2,775股 | +41股+1.48% | 加仓 |
| V先锋领航指数基金VOO |
| 0.6% | 0.76% | $158.0万 | 2,301股 | $137.4万 | 2,299股 | +2股+0.09% | 加仓 |
 亚马逊AMZN |
| 0.59% | 0.69% | $155.9万 | 6,542股 | $125.9万 | 6,044股 | +498股+8.24% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.58% | 0.78% | $152.1万 | 4.1万股 | $140.5万 | 4.1万股 | -71股-0.17% | 减仓 |
 沃尔玛WMT |
| 0.53% | 0.8% | $139.0万 | 1.2万股 | $145.4万 | 1.2万股 | +574股+4.91% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.47% | 0.56% | $124.6万 | 9,731股 | $102.0万 | 9,178股 | +553股+6.03% | 加仓 |
 礼来LLY |
| 0.46% | 0.49% | $120.9万 | 1,008股 | $89.7万 | 975股 | +33股+3.38% | 加仓 |
 美光科技MU |
| 0.45% | 0.19% | $118.3万 | 1,025股 | $35.2万 | 1,041股 | -16股-1.54% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.42% | 0.52% | $110.6万 | 4.2万股 | $94.5万 | 4.0万股 | +2,296股+5.74% | 加仓 |
| V先锋领航指数基金VTV |
| 0.41% | 0.54% | $108.8万 | 4,994股 | $98.0万 | 4,994股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.38% | 0.49% | $101.1万 | 2,865股 | $88.8万 | 2,701股 | +164股+6.07% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.33% | 0.4% | $86.7万 | 1.8万股 | $71.7万 | 1.5万股 | +3,095股+20.65% | 加仓 |
 史赛克SYK |
| 0.29% | 0.44% | $77.0万 | 2,447股 | $80.4万 | 2,447股 | 00.00% | 持仓不变 |
 COUPANG INC CLASS ACPNG |
| 0.28% | 0.44% | $73.6万 | 4.2万股 | $80.4万 | 4.3万股 | -207股-0.49% | 减仓 |
