| EEA SERIES TRUSTBSVO |
| 9.64% | 12.71% | $2,077.4万 | 71.2万股 | $1,822.6万 | 71.8万股 | -6,719股-0.94% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 8.28% | 10.49% | $1,785.4万 | 21.8万股 | $1,504.4万 | 21.2万股 | +5,737股+2.70% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 8.15% | 10.65% | $1,757.5万 | 39.6万股 | $1,527.7万 | 39.3万股 | +3,062股+0.78% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 6.56% | 9.74% | $1,414.4万 | 26.2万股 | $1,396.5万 | 26.5万股 | -2,751股-1.04% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 6.36% | 8.83% | $1,369.7万 | 19.6万股 | $1,266.5万 | 20.3万股 | -6,850股-3.38% | 减仓 |
| DDimensional维度·USDFUV |
| 5.39% | 7.17% | $1,161.9万 | 21.1万股 | $1,027.7万 | 21.2万股 | -869股-0.41% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 4% | 5.55% | $862.1万 | 23.4万股 | $796.2万 | 23.4万股 | -365股-0.16% | 减仓 |
| AAvantis·U SAVUV |
| 3.32% | 4.42% | $716.1万 | 5.7万股 | $634.1万 | 5.7万股 | +1股+0.00% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.06% | 3.9% | $659.4万 | 11.2万股 | $559.4万 | 9.4万股 | +1.8万股+19.03% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.02% | 2.78% | $434.8万 | 10.5万股 | $399.3万 | 10.2万股 | +2,925股+2.85% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.77% | 2.32% | $382.3万 | 9.4万股 | $332.8万 | 9.6万股 | -2,267股-2.35% | 减仓 |
苹果AAPL |
| 1.66% | 1.54% | $358.0万 | 1.2万股 | $221.3万 | 8,719股 | +3,653股+41.90% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.58% | 2.27% | $340.9万 | 3.3万股 | $326.1万 | 3.3万股 | +428股+1.31% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.43% | 1.87% | $309.1万 | 3.8万股 | $267.9万 | 3.8万股 | -118股-0.31% | 减仓 |
英伟达NVDA |
| 1.29% | 0.55% | $278.0万 | 1.4万股 | $78.3万 | 4,491股 | +9,401股+209.33% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.16% | 1.52% | $250.1万 | 4.8万股 | $218.3万 | 4.8万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSD |
| 0.77% | 1.05% | $167.0万 | 3.5万股 | $150.6万 | 3.1万股 | +3,503股+11.13% | 加仓 |
微软MSFT |
| 0.71% | 0.66% | $153.7万 | 4,120股 | $94.0万 | 2,539股 | +1,581股+62.27% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.65% | 0.82% | $139.4万 | 2.9万股 | $117.7万 | 2.5万股 | +4,276股+17.41% | 加仓 |
美光科技MU |
| 0.64% | — | $138.3万 | 1,198股 | $0 | 0股 | +1,198股 | 新买入 |
亚马逊AMZN |
| 0.63% | 0.39% | $136.8万 | 5,741股 | $55.3万 | 2,657股 | +3,084股+116.07% | 加仓 |
| G通用动力VTI |
| 0.62% | 0.8% | $133.8万 | 3,615股 | $115.2万 | 3,592股 | +23股+0.64% | 加仓 |
礼来LLY |
| 0.61% | 0.32% | $131.5万 | 1,096股 | $46.3万 | 503股 | +593股+117.89% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.59% | 0.81% | $127.3万 | 2.5万股 | $116.6万 | 2.3万股 | +1,996股+8.55% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.59% | 0.36% | $126.5万 | 3,580股 | $51.7万 | 1,804股 | +1,776股+98.45% | 加仓 |
| IiShares安硕信托IXUS |
| 0.53% | 0.72% | $113.5万 | 1.2万股 | $103.7万 | 1.2万股 | -68股-0.57% | 减仓 |
博通AVGO |
| 0.5% | 0.25% | $107.0万 | 2,833股 | $35.9万 | 1,160股 | +1,673股+144.22% | 加仓 |
Vulcan材料VMC |
| 0.48% | 0.67% | $104.0万 | 3,526股 | $96.0万 | 3,526股 | 00.00% | 持仓不变 |
谷歌AGOOGL |
| 0.47% | 0.33% | $102.2万 | 2,861股 | $47.9万 | 1,667股 | +1,194股+71.63% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.47% | 0.71% | $101.1万 | 2.5万股 | $101.3万 | 2.6万股 | -493股-1.92% | 减仓 |
摩根大通JPM |
| 0.43% | 0.26% | $93.4万 | 2,852股 | $37.3万 | 1,267股 | +1,585股+125.10% | 加仓 |
HUNTINGTON BANCSHARES COMHBAN |
| 0.4% | 0.53% | $86.7万 | 4.9万股 | $76.6万 | 4.9万股 | -22股-0.04% | 减仓 |
西部数据WDC |
| 0.37% | — | $80.8万 | 1,265股 | $0 | 0股 | +1,265股 | 新买入 |
南方电力SO |
| 0.35% | 0.53% | $75.3万 | 7,867股 | $75.7万 | 7,839股 | +28股+0.36% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.35% | — | $75.1万 | 379股 | $0 | 0股 | +379股 | 新买入 |
好市多COST |
| 0.35% | 0.21% | $74.7万 | 799股 | $30.8万 | 309股 | +490股+158.58% | 加仓 |
伯克希尔哈撒韦BRK.B |
| 0.34% | 0.19% | $72.6万 | 1,451股 | $27.0万 | 564股 | +887股+157.27% | 加仓 |
家得宝HD |
| 0.32% | — | $68.5万 | 1,942股 | $0 | 0股 | +1,942股 | 新买入 |
Meta平台META |
| 0.31% | 0.22% | $67.4万 | 1,197股 | $32.2万 | 563股 | +634股+112.61% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.31% | 0.4% | $66.8万 | 2.3万股 | $57.3万 | 2.2万股 | +1,503股+6.97% | 加仓 |
SNOWFLAKE COM SHSSNOW |
| 0.29% | — | $62.4万 | 2,452股 | $0 | 0股 | +2,452股 | 新买入 |
WELLS FARGO NEWWFC |
| 0.28% | — | $59.3万 | 7,173股 | $0 | 0股 | +7,173股 | 新买入 |
Phillips 66PSX |
| 0.27% | — | $58.6万 | 3,468股 | $0 | 0股 | +3,468股 | 新买入 |
沃尔玛WMT |
| 0.26% | 0.43% | $56.8万 | 5,015股 | $61.6万 | 4,955股 | +60股+1.21% | 加仓 |
太平洋煤电PCG |
| 0.26% | — | $56.5万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
TJXTJX |
| 0.26% | — | $55.7万 | 3,676股 | $0 | 0股 | +3,676股 | 新买入 |
GE航空GE |
| 0.26% | — | $55.6万 | 1,489股 | $0 | 0股 | +1,489股 | 新买入 |
GENERAL MILLS COMGIS |
| 0.25% | — | $53.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
CENTENE DEL COMCNC |
| 0.25% | — | $52.8万 | 8,231股 | $0 | 0股 | +8,231股 | 新买入 |
埃克森美孚XOM |
| 0.24% | 0.31% | $52.6万 | 3,851股 | $44.3万 | 2,608股 | +1,243股+47.66% | 加仓 |