| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 12.71% | 11.91% | $4,746.9万 | 57.9万股 | $3,980.0万 | 56.1万股 | +1.8万股+3.22% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 10.57% | 10.82% | $3,947.5万 | 105.9万股 | $3,616.5万 | 101.8万股 | +4.2万股+4.08% | 加仓 |
| PPGIM AAAPAAA |
| 10.53% | 11.34% | $3,931.5万 | 76.7万股 | $3,789.5万 | 74.0万股 | +2.6万股+3.57% | 加仓 |
| PPGIM ULTRAPULS |
| 9.59% | 10.15% | $3,580.6万 | 72.3万股 | $3,393.3万 | 68.6万股 | +3.7万股+5.41% | 加仓 |
| I景顺QQQ信托VOO |
| 6.8% | 6.04% | $2,540.2万 | 3.4万股 | $2,018.7万 | 3.5万股 | -480股-1.37% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 4.99% | 5.28% | $1,861.7万 | 39.0万股 | $1,763.6万 | 36.8万股 | +2.2万股+5.85% | 加仓 |
| G通用动力VTI |
| 4.81% | 4.67% | $1,796.7万 | 4.9万股 | $1,561.6万 | 4.9万股 | -122股-0.25% | 减仓 |
| A美国世纪ETF信托AVLV |
| 4.74% | 4.53% | $1,770.1万 | 19.4万股 | $1,513.1万 | 18.8万股 | +6,359股+3.39% | 加仓 |
| AAvantis·U SAVUV |
| 4.34% | 4.3% | $1,619.7万 | 13.0万股 | $1,436.1万 | 13.0万股 | -173股-0.13% | 减仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 2.32% | 2.64% | $868.0万 | 17.2万股 | $881.3万 | 17.5万股 | -2,765股-1.58% | 减仓 |
| V先锋领航指数基金VUG |
| 2.14% | 2% | $797.6万 | 9.3万股 | $670.1万 | 1.5万股 | +7.7万股+503.55% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.66% | 1.61% | $620.8万 | 8.7万股 | $537.9万 | 8.4万股 | +3,191股+3.80% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 1.57% | 1.75% | $585.9万 | 11.8万股 | $585.6万 | 11.8万股 | +83股+0.07% | 加仓 |
| IiShares安硕信托GVI |
| 1.43% | 1.59% | $535.7万 | 5.0万股 | $532.1万 | 5.0万股 | +349股+0.70% | 加仓 |
 苹果AAPL |
| 1.38% | 1.35% | $513.7万 | 1.8万股 | $450.5万 | 1.8万股 | +5股+0.03% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.2% | 1.29% | $449.3万 | 6股 | $430.9万 | 6股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.18% | 1.31% | $440.9万 | 1.2万股 | $436.8万 | 1.2万股 | +18股+0.15% | 加仓 |
 英伟达NVDA |
| 1.06% | 1.09% | $397.4万 | 2.0万股 | $364.9万 | 2.1万股 | -1,061股-5.07% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.81% | 0.83% | $303.6万 | 7.7万股 | $277.7万 | 7.8万股 | -978股-1.26% | 减仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.77% | 0.84% | $289.2万 | 2.4万股 | $281.5万 | 2.6万股 | -2,512股-9.60% | 减仓 |
 谷歌AGOOGL |
| 0.73% | 0.65% | $271.8万 | 7,605股 | $218.7万 | 7,605股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.72% | 0.77% | $267.9万 | 5,354股 | $256.6万 | 5,354股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.53% | 0.53% | $198.1万 | 9,088股 | $178.1万 | 9,078股 | +10股+0.11% | 加仓 |
 礼来LLY |
| 0.49% | 0.42% | $181.7万 | 1,515股 | $139.4万 | 1,515股 | 00.00% | 持仓不变 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 0.48% | 0.53% | $178.3万 | 3.7万股 | $176.4万 | 3.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托DGRO |
| 0.45% | 0.47% | $168.4万 | 2.2万股 | $156.0万 | 2.2万股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.45% | 0.32% | $167.1万 | 5,516股 | $106.5万 | 4,481股 | +1,035股+23.10% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.43% | 0.42% | $159.5万 | 1.2万股 | $138.9万 | 1.2万股 | -310股-2.51% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.38% | 0.37% | $140.8万 | 8,968股 | $124.5万 | 9,004股 | -36股-0.40% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.33% | $136.9万 | 3,875股 | $111.2万 | 3,875股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.35% | 0.34% | $130.5万 | 5,475股 | $114.0万 | 5,475股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.3% | 0.35% | $111.7万 | 3,548股 | $117.1万 | 3,562股 | -14股-0.39% | 减仓 |
| IiShares安硕信托IGRO |
| 0.3% | 0.32% | $110.7万 | 1.3万股 | $105.5万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.28% | 0.26% | $105.1万 | 1,531股 | $86.5万 | 1,447股 | +84股+5.81% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.28% | 0.16% | $103.9万 | 1,622股 | $53.3万 | 1,621股 | +1股+0.06% | 加仓 |
 家得宝HD |
| 0.27% | 0.28% | $99.3万 | 2,816股 | $93.2万 | 2,834股 | -18股-0.64% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.27% | 0.27% | $99.2万 | 2.6万股 | $89.6万 | 2.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托USXF |
| 0.26% | 0.24% | $98.7万 | 1.4万股 | $80.8万 | 1.5万股 | -420股-2.87% | 减仓 |
 摩根大通JPM |
| 0.26% | 0.26% | $96.6万 | 2,951股 | $86.8万 | 2,950股 | +1股+0.03% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.25% | 0.28% | $92.8万 | 1.2万股 | $93.8万 | 1.2万股 | -54股-0.45% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.23% | 0.24% | $85.0万 | 9,103股 | $80.5万 | 9,100股 | +3股+0.03% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.21% | 0.22% | $79.8万 | 3,374股 | $72.4万 | 3,366股 | +8股+0.24% | 加仓 |
| V先锋领航指数基金VV |
| 0.2% | 0.19% | $74.1万 | 2,155股 | $64.4万 | 2,155股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSU |
| 0.19% | 0.18% | $69.9万 | 1.5万股 | $61.6万 | 1.5万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.18% | 0.22% | $67.8万 | 725股 | $72.2万 | 725股 | 00.00% | 持仓不变 |
| J骏利亨德森JAAA |
| 0.18% | 0.2% | $66.3万 | 1.3万股 | $65.4万 | 1.3万股 | +156股+1.20% | 加仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.18% | 0.17% | $65.6万 | 3,854股 | $55.9万 | 3,854股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 0.17% | 0.18% | $64.3万 | 1.1万股 | $60.5万 | 5,703股 | +5,752股+100.86% | 加仓 |
 万事达MA |
| 0.17% | 0.19% | $63.8万 | 1,243股 | $62.1万 | 1,243股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.17% | 0.18% | $63.8万 | 2,512股 | $61.4万 | 2,512股 | 00.00% | 持仓不变 |
