| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 21.67% | 21.56% | $1.00亿 | 143.8万股 | $9,265.6万 | 143.2万股 | +6,049股+0.42% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 9.62% | 9.25% | $4,452.6万 | 107.1万股 | $3,975.4万 | 104.9万股 | +2.2万股+2.12% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 9.09% | 9.4% | $4,204.0万 | 108.8万股 | $4,038.8万 | 110.2万股 | -1.5万股-1.32% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 8.07% | 8.03% | $3,734.6万 | 89.3万股 | $3,452.4万 | 81.3万股 | +8.1万股+9.94% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 7.99% | 7.82% | $3,698.4万 | 92.3万股 | $3,361.5万 | 91.4万股 | +9,267股+1.01% | 加仓 |
| DDimensional维度ETF信托DISV |
| 7.67% | 8.06% | $3,549.4万 | 87.1万股 | $3,463.2万 | 83.8万股 | +3.3万股+3.95% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 7.13% | 6.88% | $3,298.7万 | 40.0万股 | $2,955.8万 | 39.5万股 | +5,422股+1.37% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 6.82% | 6.65% | $3,157.4万 | 66.4万股 | $2,860.0万 | 59.6万股 | +6.8万股+11.44% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 6.2% | 6.04% | $2,869.3万 | 108.2万股 | $2,594.8万 | 105.6万股 | +2.6万股+2.45% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 5.28% | 5.53% | $2,441.0万 | 72.2万股 | $2,374.9万 | 70.4万股 | +1.8万股+2.60% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 3.56% | 3.68% | $1,647.9万 | 29.8万股 | $1,580.9万 | 28.7万股 | +1.1万股+3.75% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 0.96% | 0.87% | $442.6万 | 8.7万股 | $375.6万 | 7.4万股 | +1.3万股+17.73% | 加仓 |
| V先锋领航指数基金VOO |
| 0.58% | 0.56% | $266.3万 | 3,867股 | $240.3万 | 3,868股 | -1股-0.03% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.47% | 0.48% | $217.6万 | 4.9万股 | $207.6万 | 5.1万股 | -2,353股-4.58% | 减仓 |
| IiShares安硕信托MTUM |
| 0.43% | 0.41% | $200.2万 | 6,364股 | $176.7万 | 6,804股 | -440股-6.47% | 减仓 |
 强生JNJ |
| 0.41% | 0.41% | $188.5万 | 7,311股 | $176.5万 | 7,316股 | -5股-0.07% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.39% | 0.41% | $181.9万 | 3.8万股 | $176.3万 | 3.7万股 | +1,128股+3.08% | 加仓 |
 苹果AAPL |
| 0.37% | 0.33% | $170.7万 | 5,381股 | $141.8万 | 5,482股 | -101股-1.84% | 减仓 |
 摩根大通JPM |
| 0.34% | 0.34% | $158.5万 | 4,738股 | $144.9万 | 4,706股 | +32股+0.68% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.33% | 0.32% | $150.9万 | 3.9万股 | $139.0万 | 3.8万股 | +397股+1.03% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.22% | 0.22% | $102.8万 | 1,372股 | $92.6万 | 1,369股 | +3股+0.22% | 加仓 |
 EVERSOURCE ENERGYES |
| 0.21% | 0.26% | $97.3万 | 1.3万股 | $109.7万 | 1.6万股 | -2,687股-17.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.2% | $94.0万 | 2,680股 | $86.1万 | 2,735股 | -55股-2.01% | 减仓 |
 微软MSFT |
| 0.2% | 0.21% | $91.3万 | 2,336股 | $88.3万 | 2,360股 | -24股-1.02% | 减仓 |
| IiShares安硕信托IMTM |
| 0.16% | 0.17% | $75.1万 | 1.4万股 | $74.2万 | 1.4万股 | +29股+0.20% | 加仓 |
| AAVIDIA BANCORPAVBC |
| 0.15% | 0.16% | $69.4万 | 3.4万股 | $69.2万 | 3.4万股 | +2股+0.01% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.15% | 0.14% | $68.1万 | 8,321股 | $61.4万 | 8,325股 | -4股-0.05% | 减仓 |
| DDIREXION DAILY MSCI EMERGING MARKETS BULL 3X ETFEDC |
| 0.14% | 0.12% | $62.9万 | 8,571股 | $51.4万 | 7,713股 | +858股+11.12% | 加仓 |
 美敦力MDT |
| 0.11% | 0.13% | $53.0万 | 6,337股 | $56.2万 | 6,337股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.1% | 0.1% | $46.8万 | 1,897股 | $44.5万 | 2,025股 | -128股-6.32% | 减仓 |
| G通用动力VTI |
| 0.1% | 0.1% | $45.3万 | 1,226股 | $42.1万 | 1,262股 | -36股-2.85% | 减仓 |
| IiShares安硕·COREIJR |
| 0.1% | 0.13% | $44.7万 | 3,080股 | $56.8万 | 4,373股 | -1,293股-29.57% | 减仓 |
 谷歌AGOOGL |
| 0.09% | 0.1% | $42.8万 | 1,213股 | $44.9万 | 1,415股 | -202股-14.28% | 减仓 |
 特斯拉TSLA |
| 0.09% | 0.08% | $40.4万 | 1,022股 | $35.1万 | 1,022股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIC |
| 0.08% | 0.1% | $37.1万 | 9,947股 | $41.5万 | 1.1万股 | -1,186股-10.65% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.07% | 0.07% | $34.1万 | 3,107股 | $31.4万 | 3,098股 | +9股+0.29% | 加仓 |
 好市多COST |
| 0.06% | 0.08% | $29.0万 | 313股 | $33.6万 | 326股 | -13股-3.99% | 减仓 |
 英伟达NVDA |
| 0.05% | 0.06% | $24.1万 | 1,184股 | $25.0万 | 1,376股 | -192股-13.95% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.05% | 0.05% | $23.7万 | 6,534股 | $23.2万 | 6,466股 | +68股+1.05% | 加仓 |
 万豪MAR |
| 0.05% | 0.05% | $22.6万 | 623股 | $21.8万 | 626股 | -3股-0.48% | 减仓 |
| I景顺QQQ信托VOO |
| 0.05% | 0.05% | $22.6万 | 318股 | $21.6万 | 357股 | -39股-10.92% | 减仓 |
 NB BANCORPNBBK |
| 0.05% | 0.05% | $22.4万 | 1.1万股 | $23.6万 | 1.1万股 | 00.00% | 持仓不变 |
| DDIREXION DAILY SMALL CAP BULL 3XTNA |
| 0.05% | — | $21.9万 | 3,143股 | $0 | 0股 | +3,143股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.04% | 0.07% | $20.7万 | 417股 | $29.9万 | 624股 | -207股-33.17% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.04% | 0.07% | $20.7万 | 966股 | $29.8万 | 1,508股 | -542股-35.94% | 减仓 |
