| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 12.3% | 11.84% | $2,437.3万 | 58.4万股 | $2,075.2万 | 56.5万股 | +2.0万股+3.46% | 加仓 |
| A美国世纪ETF信托AVLV |
| 11.23% | 11.12% | $2,224.6万 | 24.4万股 | $1,948.6万 | 24.2万股 | +2,172股+0.90% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 8.28% | 8.26% | $1,640.6万 | 42.3万股 | $1,447.1万 | 41.3万股 | +9,952股+2.41% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 7.89% | 7.56% | $1,563.0万 | 35.2万股 | $1,324.8万 | 34.1万股 | +1.1万股+3.35% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 7.54% | 8.21% | $1,494.6万 | 31.3万股 | $1,438.8万 | 30.0万股 | +1.3万股+4.16% | 加仓 |
| V先锋领航·TOTALBND |
| 5.81% | 6.27% | $1,152.0万 | 15.7万股 | $1,099.9万 | 14.9万股 | +7,569股+5.07% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 5.08% | 5.24% | $1,006.1万 | 29.5万股 | $918.7万 | 28.5万股 | +9,704股+3.40% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 4.7% | 5.07% | $932.1万 | 17.3万股 | $888.5万 | 16.8万股 | +4,207股+2.50% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.3% | 4.17% | $852.2万 | 21.2万股 | $730.9万 | 21.6万股 | -3,926股-1.82% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.98% | 4.28% | $788.3万 | 7.6万股 | $749.5万 | 7.5万股 | +1,446股+1.93% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 3.36% | 3.53% | $665.4万 | 6.6万股 | $618.7万 | 6.2万股 | +4,485股+7.29% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 3.26% | 3.17% | $646.6万 | 24.7万股 | $556.2万 | 23.5万股 | +1.2万股+5.09% | 加仓 |
| A美国世纪ETF信托DSPY |
| 3.18% | 3.2% | $630.3万 | 9.6万股 | $560.8万 | 9.3万股 | +2,586股+2.77% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3% | 3.09% | $595.0万 | 14.4万股 | $541.8万 | 13.9万股 | +5,172股+3.72% | 加仓 |
| I景顺交易所交易基金IIBAB |
| 1.86% | 1.98% | $367.8万 | 13.7万股 | $347.0万 | 12.9万股 | +8,354股+6.49% | 加仓 |
| A美国世纪ETF信托AVGE |
| 0.95% | 0.91% | $187.5万 | 1.9万股 | $159.1万 | 1.8万股 | +847股+4.69% | 加仓 |
 苹果AAPL |
| 0.8% | 0.56% | $159.3万 | 5,504股 | $97.9万 | 3,858股 | +1,646股+42.66% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.74% | 0.73% | $146.5万 | 2.8万股 | $127.1万 | 2.8万股 | +153股+0.54% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.67% | 0.74% | $133.6万 | 3.3万股 | $130.2万 | 3.3万股 | +261股+0.79% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.63% | 0.6% | $124.7万 | 2.9万股 | $104.9万 | 2.9万股 | -104股-0.35% | 减仓 |
| SSPDR黄金信托GLD |
| 0.62% | 0.82% | $123.6万 | 3,355股 | $144.3万 | 3,354股 | +1股+0.03% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.6% | 0.62% | $117.9万 | 3.0万股 | $108.0万 | 3.0万股 | -407股-1.35% | 减仓 |
| IiShares安硕信托EFV |
| 0.57% | 0.63% | $112.9万 | 1.5万股 | $109.7万 | 1.5万股 | -77股-0.53% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.55% | 0.56% | $109.3万 | 2.9万股 | $98.9万 | 2.8万股 | +1,485股+5.33% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.5% | 0.52% | $98.3万 | 2.3万股 | $91.4万 | 2.2万股 | +1,645股+7.60% | 加仓 |
 美光科技MU |
| 0.41% | 0.13% | $80.8万 | 700股 | $23.6万 | 700股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.41% | — | $80.6万 | 1,173股 | $0 | 0股 | +1,173股 | 新买入 |
| AAvantis·U SAVUV |
| 0.4% | 0.4% | $79.1万 | 6,343股 | $70.9万 | 6,419股 | -76股-1.18% | 减仓 |
 亚马逊AMZN |
| 0.38% | 0.14% | $76.0万 | 3,191股 | $24.8万 | 1,191股 | +2,000股+167.93% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.37% | 0.36% | $73.4万 | 1.8万股 | $63.0万 | 1.8万股 | -180股-0.99% | 减仓 |
 摩根大通JPM |
| 0.36% | 0.37% | $71.2万 | 2,176股 | $64.0万 | 2,176股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.35% | 0.21% | $70.0万 | 1,980股 | $36.7万 | 1,280股 | +700股+54.69% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.4% | $68.4万 | 1,367股 | $70.1万 | 1,462股 | -95股-6.50% | 减仓 |
 北方信托NTRS |
| 0.33% | 0.3% | $66.1万 | 3,803股 | $53.1万 | 3,803股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVUS |
| 0.32% | 0.32% | $62.9万 | 4,908股 | $55.5万 | 4,996股 | -88股-1.76% | 减仓 |
| G通用动力VTI |
| 0.29% | 0.12% | $56.9万 | 1,538股 | $21.2万 | 660股 | +878股+133.03% | 加仓 |
 微软MSFT |
| 0.29% | 0.32% | $56.7万 | 1,521股 | $56.3万 | 1,521股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DUSB |
| 0.28% | 0.31% | $54.8万 | 1.1万股 | $54.9万 | 1.1万股 | -51股-0.47% | 减仓 |
 可口可乐KO |
| 0.25% | 0.27% | $49.8万 | 6,127股 | $46.6万 | 6,127股 | 00.00% | 持仓不变 |
 CienaCIEN |
| 0.25% | 0.22% | $49.1万 | 1,000股 | $38.8万 | 1,000股 | 00.00% | 持仓不变 |
| WWORLD GOLD TRGLD |
| 0.23% | 0.29% | $45.1万 | 5,673股 | $51.2万 | 5,527股 | +146股+2.64% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.2% | 0.23% | $40.2万 | 8,311股 | $39.8万 | 8,276股 | +35股+0.42% | 加仓 |
 AVANTIS INTLNGG |
| 0.2% | 0.22% | $39.4万 | 4,420股 | $38.2万 | 4,507股 | -87股-1.93% | 减仓 |
| V先锋领航全球基金VGT |
| 0.17% | — | $33.5万 | 2,807股 | $0 | 0股 | +2,807股 | 新买入 |
| DDimensional维度ETF信托DFGX |
| 0.16% | 0.18% | $31.6万 | 5,901股 | $31.0万 | 5,901股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFNM |
| 0.16% | 0.21% | $30.8万 | 6,371股 | $36.7万 | 7,666股 | -1,295股-16.89% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.15% | 0.16% | $29.7万 | 3,080股 | $27.3万 | 3,078股 | +2股+0.06% | 加仓 |
| IiShares安硕信托GVI |
| 0.15% | 0.16% | $29.4万 | 2,731股 | $27.9万 | 2,627股 | +104股+3.96% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.15% | 0.21% | $29.1万 | 7,025股 | $36.2万 | 8,714股 | -1,689股-19.38% | 减仓 |
 Meta平台META |
| 0.14% | — | $28.2万 | 500股 | $0 | 0股 | +500股 | 新买入 |
