| DDimensional维度ETF信托DFAC |
| 11.69% | 11.37% | $3,213.2万 | 72.4万股 | $2,817.0万 | 72.5万股 | -572股-0.08% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 9.46% | 9.9% | $2,599.4万 | 51.2万股 | $2,451.9万 | 48.4万股 | +2.8万股+5.87% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 8.87% | 7.65% | $2,437.4万 | 29.7万股 | $1,895.6万 | 26.7万股 | +3.0万股+11.28% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 7.32% | 7.41% | $2,010.7万 | 42.9万股 | $1,836.0万 | 39.2万股 | +3.7万股+9.43% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.34% | 4.81% | $1,467.2万 | 35.6万股 | $1,192.6万 | 30.6万股 | +5.0万股+16.20% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 4.81% | 5.06% | $1,321.3万 | 35.5万股 | $1,254.5万 | 35.3万股 | +1,546股+0.44% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 3.54% | 3.43% | $972.7万 | 18.8万股 | $850.0万 | 18.8万股 | -216股-0.11% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.4% | 1.98% | $660.3万 | 16.4万股 | $490.8万 | 14.5万股 | +1.9万股+13.30% | 加仓 |
苹果AAPL |
| 2.25% | 2.19% | $617.2万 | 2.1万股 | $541.7万 | 2.1万股 | -15股-0.07% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.94% | 1.73% | $533.7万 | 13.1万股 | $429.0万 | 12.4万股 | +7,140股+5.75% | 加仓 |
| V先锋领航指数基金VUG |
| 1.79% | 1.62% | $492.9万 | 5.7万股 | $402.4万 | 9,213股 | +4.8万股+521.13% | 加仓 |
思科CSCO |
| 1.2% | 0.99% | $330.3万 | 2.8万股 | $245.2万 | 3.2万股 | -3,478股-11.01% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.14% | 1.11% | $314.4万 | 4,211股 | $275.4万 | 4,235股 | -24股-0.57% | 减仓 |
LabcorpECL |
| 1.12% | 1.18% | $308.0万 | 1.1万股 | $291.9万 | 1.1万股 | +61股+0.56% | 加仓 |
PHILIP MORRIS INTLPM |
| 1.1% | 1.17% | $302.2万 | 1.7万股 | $288.6万 | 1.7万股 | -750股-4.30% | 减仓 |
亚马逊AMZN |
| 1.03% | 1.08% | $283.3万 | 1.2万股 | $267.8万 | 1.3万股 | -973股-7.57% | 减仓 |
美高梅MGM |
| 1.02% | 0.87% | $279.7万 | 5.9万股 | $216.7万 | 5.9万股 | -35股-0.06% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.99% | 0.91% | $272.7万 | 7,719股 | $225.1万 | 7,848股 | -129股-1.64% | 减仓 |
道富·CORP COMSTT |
| 0.96% | 0.97% | $264.2万 | 1.6万股 | $239.4万 | 1.9万股 | -3,339股-17.65% | 减仓 |
英伟达NVDA |
| 0.91% | 0.86% | $249.2万 | 1.2万股 | $212.8万 | 1.2万股 | +251股+2.06% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.9% | 1.13% | $246.2万 | 1.2万股 | $280.9万 | 1.5万股 | -3,063股-20.93% | 减仓 |
壳牌SHEL |
| 0.83% | 1.11% | $229.0万 | 3.0万股 | $275.0万 | 3.0万股 | -44股-0.15% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.83% | 0.82% | $226.7万 | 2.7万股 | $204.2万 | 2.7万股 | -117股-0.43% | 减仓 |
| BBANK OF AMERBAC |
| 0.77% | 0.81% | $210.5万 | 3.7万股 | $199.8万 | 4.1万股 | -4,050股-9.88% | 减仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.71% | 1.02% | $195.4万 | 10.4万股 | $252.9万 | 10.4万股 | -138股-0.13% | 减仓 |
Markel Group Inc.MKL |
| 0.66% | 0.71% | $180.1万 | 922股 | $176.5万 | 922股 | 00.00% | 持仓不变 |
沃尔玛WMT |
| 0.62% | 0.76% | $171.7万 | 1.5万股 | $188.4万 | 1.5万股 | +2股+0.01% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.58% | 0.57% | $160.0万 | 2,275股 | $140.8万 | 2,283股 | -8股-0.35% | 减仓 |
Meta平台META |
| 0.57% | 0.65% | $157.4万 | 2,795股 | $161.3万 | 2,819股 | -24股-0.85% | 减仓 |
优步UBER |
| 0.56% | 0.62% | $154.6万 | 2.1万股 | $154.0万 | 2.1万股 | +18股+0.08% | 加仓 |
ARCOS DORADOSARCO |
| 0.54% | 0.62% | $149.4万 | 18.5万股 | $153.3万 | 18.6万股 | -461股-0.25% | 减仓 |
| VVanEck ETF信托GDX |
| 0.52% | 0.7% | $142.7万 | 1.9万股 | $173.7万 | 1.9万股 | -21股-0.11% | 减仓 |
PAN AMERN SILVERPAAS |
| 0.51% | 0.68% | $139.2万 | 3.1万股 | $168.1万 | 3.1万股 | +303股+0.98% | 加仓 |
| TTOAST CL ATOST |
| 0.5% | 0.35% | $137.0万 | 4.9万股 | $86.4万 | 3.3万股 | +1.7万股+51.04% | 加仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 0.5% | 0.65% | $136.1万 | 1.5万股 | $162.2万 | 2.0万股 | -4,263股-21.78% | 减仓 |
| SSPDR黄金信托GLD |
| 0.48% | 0.64% | $131.5万 | 3,569股 | $158.7万 | 3,689股 | -120股-3.25% | 减仓 |
微软MSFT |
| 0.47% | 0.42% | $128.8万 | 3,454股 | $103.7万 | 2,801股 | +653股+23.31% | 加仓 |
NORTHROP GRUMMAN COMNOC |
| 0.45% | 0.67% | $124.4万 | 2,443股 | $166.7万 | 2,443股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDV |
| 0.42% | 0.48% | $114.5万 | 2.8万股 | $118.5万 | 2.8万股 | -188股-0.68% | 减仓 |
| IiShares安硕信托ITOT |
| 0.41% | 0.4% | $113.9万 | 6,958股 | $98.4万 | 6,958股 | 00.00% | 持仓不变 |
甲骨文ORCL |
| 0.41% | 0.46% | $112.8万 | 7,699股 | $113.3万 | 7,702股 | -3股-0.04% | 减仓 |
| IiShares安硕·COREIJR |
| 0.4% | 0.37% | $108.7万 | 7,332股 | $91.2万 | 7,339股 | -7股-0.10% | 减仓 |
| R力拓BBP |
| 0.38% | 0.41% | $103.9万 | 1.1万股 | $101.5万 | 1.1万股 | +71股+0.65% | 加仓 |
| VVANECK ETF TR VANECK BDC INCOME ETFBIZD |
| 0.38% | — | $103.8万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
| S嘉信策略信托SCHD |
| 0.37% | 0.31% | $102.9万 | 3.2万股 | $77.1万 | 2.5万股 | +7,307股+29.07% | 加仓 |
| AAH RLTY TR INC COMAHRT |
| 0.37% | 0.32% | $102.8万 | 14.5万股 | $79.9万 | 14.5万股 | -36股-0.02% | 减仓 |
CORE & MAINCNM |
| 0.37% | 0.22% | $102.7万 | 2.1万股 | $53.8万 | 1.1万股 | +1.0万股+95.43% | 加仓 |
NETFLIXNFLX |
| 0.36% | 0.54% | $99.8万 | 1.4万股 | $134.5万 | 1.4万股 | -9股-0.06% | 减仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.36% | 0.37% | $98.4万 | 1.5万股 | $92.2万 | 1.5万股 | -134股-0.87% | 减仓 |
| V先锋领航全球基金VGT |
| 0.36% | 0.29% | $98.2万 | 8,216股 | $71.7万 | 1,027股 | +7,189股+700.00% | 加仓 |