| SSPDR标普500 ETFSPY |
| 16.61% | 20.42% | $955.5万 | 1.5万股 | $1,178.8万 | 1.9万股 | -3,400股-18.09% | 减仓 |
| S嘉信·USSCHX |
| 13.65% | 13.35% | $785.3万 | 29.2万股 | $770.7万 | 28.7万股 | +4,348股+1.51% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 7.39% | 5.36% | $425.3万 | 18.2万股 | $309.6万 | 13.1万股 | +5.1万股+39.12% | 加仓 |
| S嘉信·USSCHP |
| 5.99% | 6.3% | $344.4万 | 13.0万股 | $363.6万 | 13.4万股 | -4,273股-3.18% | 减仓 |
| IiShares安硕信托IDEV |
| 4.06% | 3.82% | $233.3万 | 2.8万股 | $220.4万 | 2.7万股 | +1,185股+4.37% | 加仓 |
| AABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETFBCD |
| 4% | 4.26% | $229.9万 | 7.4万股 | $246.1万 | 7.0万股 | +4,254股+6.08% | 加仓 |
| S道富SPHY |
| 3.89% | 3% | $224.0万 | 9.5万股 | $173.1万 | 7.3万股 | +2.2万股+30.54% | 加仓 |
| IiShares安硕IEMG |
| 3.04% | 2.92% | $174.8万 | 2.6万股 | $168.6万 | 2.5万股 | +1,233股+4.98% | 加仓 |
| IiShares安硕信托STIP |
| 2.56% | 2.64% | $147.0万 | 1.4万股 | $152.3万 | 1.5万股 | -355股-2.41% | 减仓 |
| DDimensional维度ETF信托DXUV |
| 2.33% | 1.72% | $133.8万 | 2.2万股 | $99.3万 | 1.7万股 | +5,599股+33.37% | 加仓 |
| SSPDR道富系列信托BWX |
| 2.32% | 2.08% | $133.6万 | 5.9万股 | $119.9万 | 5.3万股 | +6,756股+12.86% | 加仓 |
| SSPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETFIBND |
| 2.28% | 2.48% | $131.1万 | 4.1万股 | $143.1万 | 4.5万股 | -3,715股-8.34% | 减仓 |
 英伟达NVDA |
| 2.06% | 1.95% | $118.7万 | 6,367股 | $112.7万 | 6,049股 | +318股+5.26% | 加仓 |
 苹果AAPL |
| 1.76% | 1.64% | $101.1万 | 3,717股 | $94.6万 | 3,601股 | +116股+3.22% | 加仓 |
 微软MSFT |
| 1.6% | 1.72% | $91.8万 | 1,898股 | $99.1万 | 1,892股 | +6股+0.32% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.31% | 1.11% | $75.3万 | 3.1万股 | $63.8万 | 2.6万股 | +4,818股+18.47% | 加仓 |
 史赛克SYK |
| 1.27% | 1.36% | $73.2万 | 2,084股 | $78.5万 | 2,056股 | +28股+1.36% | 加仓 |
 博通AVGO |
| 1.24% | 1.26% | $71.3万 | 2,060股 | $72.8万 | 2,055股 | +5股+0.24% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.17% | 1.04% | $67.6万 | 1.7万股 | $60.3万 | 1.5万股 | +1,651股+10.70% | 加仓 |
 亚马逊AMZN |
| 1.14% | 1.09% | $65.7万 | 2,847股 | $63.0万 | 2,809股 | +38股+1.35% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.08% | 1.05% | $61.9万 | 1.3万股 | $60.7万 | 1.3万股 | +177股+1.36% | 加仓 |
 Meta平台META |
| 1.02% | 1.25% | $58.7万 | 890股 | $72.1万 | 976股 | -86股-8.81% | 减仓 |
 特斯拉TSLA |
| 0.85% | 0.8% | $49.0万 | 1,090股 | $46.4万 | 1,070股 | +20股+1.87% | 加仓 |
 沃尔玛WMT |
| 0.85% | 0.87% | $48.8万 | 4,384股 | $50.3万 | 4,740股 | -356股-7.51% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 0.82% | 0.61% | $46.9万 | 1.8万股 | $35.4万 | 1.3万股 | +5,010股+39.28% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.79% | 0.63% | $45.7万 | 1.4万股 | $36.3万 | 1.1万股 | +2,823股+25.67% | 加仓 |
| A美国世纪ETF信托DXIV |
| 0.78% | 0.59% | $44.7万 | 6,865股 | $34.2万 | 5,509股 | +1,356股+24.61% | 加仓 |
 VisaV |
| 0.75% | 0.74% | $43.3万 | 1,235股 | $42.6万 | 1,227股 | +8股+0.65% | 加仓 |
 礼来LLY |
| 0.75% | 0.58% | $43.0万 | 400股 | $33.3万 | 403股 | -3股-0.74% | 减仓 |
 摩根大通JPM |
| 0.71% | 0.65% | $40.9万 | 1,268股 | $37.3万 | 1,240股 | +28股+2.26% | 加仓 |
 谷歌AGOOGL |
| 0.67% | 0.55% | $38.8万 | 1,240股 | $31.5万 | 1,213股 | +27股+2.23% | 加仓 |
 埃克森美孚XOM |
| 0.64% | 0.58% | $36.6万 | 3,038股 | $33.3万 | 2,886股 | +152股+5.27% | 加仓 |
 万事达MA |
| 0.59% | 0.58% | $33.7万 | 591股 | $33.6万 | 586股 | +5股+0.85% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.57% | $33.7万 | 670股 | $33.0万 | 670股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.58% | 0.6% | $33.5万 | 1.0万股 | $34.8万 | 1.1万股 | -421股-3.93% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.46% | $32.0万 | 1,021股 | $26.6万 | 1,021股 | 00.00% | 持仓不变 |
| GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC |
| 0.52% | 0.63% | $30.1万 | 7,763股 | $36.4万 | 7,438股 | +325股+4.37% | 加仓 |
| TTIMOTHY PLAN US LARGE/MID CAP CORE ETFTPLC |
| 0.52% | 0.52% | $29.9万 | 6,583股 | $30.0万 | 6,497股 | +86股+1.32% | 加仓 |
 雷神技术RTX |
| 0.46% | 0.46% | $26.6万 | 1,451股 | $26.3万 | 1,474股 | -23股-1.56% | 减仓 |
 GE航空GE |
| 0.46% | 0.44% | $26.2万 | 851股 | $25.1万 | 827股 | +24股+2.90% | 加仓 |
 家得宝HD |
| 0.45% | 0.52% | $25.6万 | 745股 | $30.2万 | 781股 | -36股-4.61% | 减仓 |
| BBANK OF AMERBAC |
| 0.44% | 0.42% | $25.2万 | 4,585股 | $24.1万 | 4,579股 | +6股+0.13% | 加仓 |
 TOYOTA MOTOR ADSTM |
| 0.43% | 0.45% | $25.0万 | 1,168股 | $25.7万 | 1,251股 | -83股-6.63% | 减仓 |
 雪佛龙CVX |
| 0.43% | 0.45% | $24.9万 | 1,634股 | $25.9万 | 1,667股 | -33股-1.98% | 减仓 |
 NETFLIXNFLX |
| 0.43% | 0.49% | $24.6万 | 2,627股 | $28.0万 | 256股 | +2,371股+926.17% | 加仓 |
| BBITWISE SOLANA STAKING ETFBSOL |
| 0.42% | — | $24.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| GGRAYSCALE ETHEREUM MINI STAKING ETFETH |
| 0.42% | 0.55% | $24.0万 | 8,544股 | $32.0万 | 8,643股 | -99股-1.15% | 减仓 |
 赛富时CRM |
| 0.41% | 0.42% | $23.8万 | 899股 | $24.3万 | 955股 | -56股-5.86% | 减仓 |
 思科CSCO |
| 0.41% | 0.43% | $23.3万 | 3,026股 | $24.8万 | 3,511股 | -485股-13.81% | 减仓 |
| V先锋领航全球基金VGT |
| 0.38% | — | $21.9万 | 290股 | $0 | 0股 | +290股 | 新买入 |
