| SSPDR标普500 ETFSPY |
| 5.95% | 5.97% | $1,156.6万 | 1.5万股 | $976.6万 | 1.5万股 | +471股+3.14% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 4.98% | 5.13% | $967.1万 | 18.7万股 | $839.1万 | 18.6万股 | +1,120股+0.60% | 加仓 |
| IiShares安硕信托TLT |
| 3.79% | 3.26% | $735.4万 | 8.5万股 | $533.3万 | 6.2万股 | +2.4万股+38.33% | 加仓 |
 苹果AAPL |
| 3.04% | 2.69% | $591.3万 | 2.0万股 | $440.4万 | 1.7万股 | +3,082股+17.76% | 加仓 |
 iShares安硕·MBSACGL |
| 2.77% | 1.4% | $538.7万 | 5.7万股 | $229.4万 | 2.4万股 | +3.3万股+135.92% | 加仓 |
 亚马逊AMZN |
| 2.67% | 2.43% | $519.4万 | 2.2万股 | $396.9万 | 1.9万股 | +2,734股+14.35% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.53% | 3.14% | $492.4万 | 9.8万股 | $513.4万 | 11.2万股 | -1.5万股-13.11% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 2.41% | 2.78% | $467.7万 | 8.6万股 | $454.4万 | 8.4万股 | +1,723股+2.05% | 加仓 |
| SSSGA ACTIVE TRXLSR |
| 2.29% | 2.47% | $444.5万 | 6.9万股 | $404.4万 | 7.0万股 | -1,510股-2.16% | 减仓 |
 微软MSFT |
| 2.26% | 1.89% | $438.9万 | 1.2万股 | $309.0万 | 8,347股 | +3,419股+40.96% | 加仓 |
 英伟达NVDA |
| 2.2% | 1.72% | $428.1万 | 2.1万股 | $280.4万 | 1.6万股 | +5,320股+33.09% | 加仓 |
| S道富SPYM |
| 2.19% | 2.23% | $426.3万 | 4.9万股 | $364.6万 | 4.8万股 | +878股+1.84% | 加仓 |
 好市多COST |
| 2.14% | 2.24% | $416.5万 | 4,452股 | $366.9万 | 3,682股 | +770股+20.91% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 2.13% | 2.46% | $413.1万 | 9.8万股 | $402.2万 | 9.5万股 | +2,621股+2.75% | 加仓 |
| IiShares安硕信托IEI |
| 1.9% | 3.07% | $369.6万 | 3.1万股 | $501.8万 | 4.2万股 | -1.1万股-25.62% | 减仓 |
| SSPDR道富系列信托CERY |
| 1.88% | 2.37% | $365.7万 | 10.9万股 | $387.9万 | 11.0万股 | -686股-0.62% | 减仓 |
 艾伯维ABBV |
| 1.86% | 1.38% | $361.8万 | 1.4万股 | $226.3万 | 1.0万股 | +3,975股+38.21% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.8% | 1.54% | $349.9万 | 9,903股 | $251.1万 | 8,755股 | +1,148股+13.11% | 加仓 |
 礼来LLY |
| 1.51% | 1.24% | $293.8万 | 2,450股 | $202.5万 | 2,202股 | +248股+11.26% | 加仓 |
| V先锋领航指数基金VOO |
| 1.37% | 1.28% | $265.9万 | 3,610股 | $208.5万 | 3,612股 | -2股-0.06% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.26% | 1.33% | $245.0万 | 3.5万股 | $217.3万 | 3.5万股 | +247股+0.71% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.21% | 1.25% | $235.1万 | 5.6万股 | $204.7万 | 5.6万股 | +655股+1.18% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.2% | 1.22% | $233.1万 | 4.5万股 | $199.4万 | 4.2万股 | +2,514股+5.92% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.12% | 1.24% | $216.8万 | 5.3万股 | $202.6万 | 5.2万股 | +568股+1.09% | 加仓 |
| IiShares安硕·COREIJR |
| 1.09% | 1.07% | $212.2万 | 1.4万股 | $175.3万 | 1.4万股 | +203股+1.44% | 加仓 |
| S道富SPAB |
| 1.01% | 1.29% | $197.0万 | 7.7万股 | $211.2万 | 8.2万股 | -5,238股-6.35% | 减仓 |
 博通AVGO |
| 1% | 0.28% | $195.0万 | 5,161股 | $46.0万 | 1,485股 | +3,676股+247.54% | 加仓 |
 帕兰提尔PLTR |
| 1% | 0.72% | $194.8万 | 1.7万股 | $118.3万 | 8,086股 | +8,608股+106.46% | 加仓 |
| EETF OPPORTUNITIES TRUSTDYFI |
| 0.97% | 1.18% | $188.2万 | 8.3万股 | $192.8万 | 8.5万股 | -2,154股-2.54% | 减仓 |
| SSSGA ACTIVE TRFISR |
| 0.95% | 1.33% | $184.2万 | 7.2万股 | $218.0万 | 8.5万股 | -1.3万股-15.25% | 减仓 |
| IiShares安硕信托AGG |
| 0.92% | 0.52% | $179.6万 | 1.8万股 | $85.3万 | 8,592股 | +9,552股+111.17% | 加仓 |
 雷神技术RTX |
| 0.92% | 0.37% | $178.3万 | 9,395股 | $60.8万 | 3,153股 | +6,242股+197.97% | 加仓 |
| IiShares安硕IEMG |
| 0.9% | 0.86% | $174.8万 | 2.1万股 | $140.5万 | 2.0万股 | +958股+4.75% | 加仓 |
| IiShares安硕·COREIJH |
| 0.89% | 0.94% | $172.0万 | 2.2万股 | $152.9万 | 2.3万股 | -342股-1.51% | 减仓 |
 GE VernovaGEV |
| 0.88% | 0.89% | $170.6万 | 1,452股 | $145.3万 | 1,664股 | -212股-12.74% | 减仓 |
 威瑞森VZ |
| 0.88% | 1.04% | $170.5万 | 4.0万股 | $169.8万 | 3.4万股 | +6,443股+19.05% | 加仓 |
 摩根大通JPM |
| 0.8% | 0.53% | $155.5万 | 4,750股 | $86.2万 | 2,929股 | +1,821股+62.17% | 加仓 |
 沃尔玛WMT |
| 0.77% | 0.78% | $149.1万 | 1.3万股 | $127.0万 | 1.0万股 | +2,946股+28.82% | 加仓 |
| SSPDR黄金信托GLD |
| 0.74% | 0.98% | $143.9万 | 3,906股 | $159.5万 | 3,706股 | +200股+5.40% | 加仓 |
 VertivVRT |
| 0.73% | — | $141.4万 | 4,223股 | $0 | 0股 | +4,223股 | 新买入 |
 美国电力AEP |
| 0.72% | 0.25% | $139.1万 | 1.0万股 | $41.4万 | 3,160股 | +7,010股+221.84% | 加仓 |
 ONEOKOKE |
| 0.71% | 0.18% | $138.6万 | 1.6万股 | $29.0万 | 3,208股 | +1.3万股+397.01% | 加仓 |
 贝莱德·INC COMBLK |
| 0.63% | 0.61% | $123.4万 | 1,283股 | $100.3万 | 1,043股 | +240股+23.01% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.62% | 0.64% | $120.6万 | 4.6万股 | $104.6万 | 4.0万股 | +6,229股+15.67% | 加仓 |
| S道富SPSM |
| 0.51% | 0.54% | $99.9万 | 1.7万股 | $88.7万 | 1.8万股 | -1,030股-5.61% | 减仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.51% | 0.24% | $99.3万 | 1.0万股 | $39.7万 | 4,153股 | +6,151股+148.11% | 加仓 |
 BLACKSTONE SECD LENDINGBXSL |
| 0.48% | — | $93.2万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 KINDER MORGAN DEL COMKMI |
| 0.48% | 0.53% | $92.9万 | 2.9万股 | $87.1万 | 2.6万股 | +3,077股+11.84% | 加仓 |
 Meta平台META |
| 0.48% | 0.6% | $92.7万 | 1,646股 | $97.7万 | 1,708股 | -62股-3.63% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.45% | 0.21% | $88.1万 | 1.1万股 | $34.2万 | 4,136股 | +6,594股+159.43% | 加仓 |
