| DDimensional维度ETF信托DFAU |
| 24.2% | 23.46% | $3,080.9万 | 59.6万股 | $2,786.9万 | 61.8万股 | -2.2万股-3.50% | 减仓 |
| PPGIM ULTRAPULS |
| 11.08% | 11.76% | $1,410.7万 | 28.5万股 | $1,396.8万 | 28.2万股 | +2,525股+0.89% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 8.81% | 9.31% | $1,122.0万 | 28.4万股 | $1,105.7万 | 27.8万股 | +5,985股+2.15% | 加仓 |
| V先锋领航STAR基金VXUS |
| 8.29% | 7.97% | $1,055.7万 | 12.3万股 | $947.3万 | 12.3万股 | +639股+0.52% | 加仓 |
| S嘉信·USSCHP |
| 4.24% | 4.5% | $540.2万 | 20.4万股 | $534.0万 | 20.1万股 | +3,191股+1.59% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 3.98% | 3.78% | $507.3万 | 11.4万股 | $448.5万 | 11.5万股 | -1,043股-0.90% | 减仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 3.36% | 3.93% | $427.8万 | 26.9万股 | $467.2万 | 27.0万股 | -341股-0.13% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 3.02% | 3.45% | $384.8万 | 7.6万股 | $409.4万 | 8.1万股 | -4,896股-6.02% | 减仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 2.42% | 3.01% | $308.1万 | 7.7万股 | $357.4万 | 7.7万股 | +485股+0.63% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.37% | 2.2% | $301.3万 | 3.7万股 | $261.2万 | 3.7万股 | -136股-0.37% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.81% | 1.57% | $230.2万 | 5.7万股 | $186.0万 | 5.5万股 | +2,305股+4.20% | 加仓 |
| AAMERICAN CENTY ETF TRAVGV |
| 1.8% | 1.76% | $228.8万 | 2.7万股 | $208.5万 | 2.7万股 | +24股+0.09% | 加仓 |
 苹果AAPL |
| 1.54% | 1.45% | $196.5万 | 6,791股 | $172.4万 | 6,791股 | 00.00% | 持仓不变 |
| J骏利亨德森JAAA |
| 1.3% | 1.43% | $166.2万 | 3.3万股 | $169.7万 | 3.4万股 | -789股-2.34% | 减仓 |
| A美国世纪ETF信托AVUS |
| 1.25% | 1.17% | $159.8万 | 1.2万股 | $139.0万 | 1.3万股 | -28股-0.22% | 减仓 |
| IiShares安硕信托REZ |
| 1.25% | 1.02% | $159.5万 | 1.7万股 | $120.6万 | 1.4万股 | +2,347股+16.19% | 加仓 |
| AANGEL OAK ULTRASHORT INCOME ETFUYLD |
| 1.22% | 2% | $155.1万 | 3.0万股 | $238.1万 | 4.7万股 | -1.6万股-34.83% | 减仓 |
| DDimensional维度·USDFUV |
| 1.14% | 1.08% | $145.6万 | 2.6万股 | $128.2万 | 2.6万股 | 00.00% | 持仓不变 |
| NNEW YORK LIFE INVTS ACTIVE EMMSD |
| 0.96% | 0.87% | $122.9万 | 4.9万股 | $103.2万 | 4.1万股 | +7,653股+18.73% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.89% | 0.89% | $113.6万 | 3.1万股 | $105.9万 | 3.1万股 | -340股-1.09% | 减仓 |
 特斯拉TSLA |
| 0.82% | 0.93% | $104.6万 | 2,486股 | $111.0万 | 2,986股 | -500股-16.74% | 减仓 |
| DDOUBLELINE SECURITIZED CREDIT ETFDSCO |
| 0.75% | 0.43% | $95.3万 | 3.8万股 | $50.5万 | 2.0万股 | +1.8万股+88.03% | 加仓 |
| I景顺QQQ信托VOO |
| 0.74% | 0.6% | $93.6万 | 1,271股 | $71.8万 | 1,244股 | +27股+2.17% | 加仓 |
| A美国世纪ETF信托DSPY |
| 0.64% | — | $82.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IISHARES MSCI JAPAN ETFEWJV |
| 0.62% | 0.65% | $79.1万 | 1.8万股 | $76.7万 | 1.8万股 | +13股+0.07% | 加仓 |
| V先锋领航指数基金VUG |
| 0.59% | 0.54% | $75.5万 | 8,766股 | $63.7万 | 1,460股 | +7,306股+500.41% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.58% | 0.57% | $74.2万 | 1.6万股 | $67.2万 | 1.6万股 | 00.00% | 持仓不变 |
| WWISDOMTREE TRUST EFFICIENT GOLD PLUS EQUITY STRATEGY FDGDE |
| 0.57% | 0.57% | $72.0万 | 1.2万股 | $68.2万 | 1.1万股 | +932股+8.59% | 加仓 |
| AAvantis·U SAVUV |
| 0.56% | 0.56% | $71.2万 | 5,709股 | $66.5万 | 6,024股 | -315股-5.23% | 减仓 |
| V先锋领航全球基金VDC |
| 0.55% | 0.58% | $69.5万 | 3,081股 | $68.9万 | 3,070股 | +11股+0.36% | 加仓 |
| SSPDR黄金信托GLD |
| 0.54% | 0.8% | $68.7万 | 1,865股 | $95.1万 | 2,210股 | -345股-15.61% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.5% | 0.52% | $63.4万 | 6,152股 | $61.4万 | 6,152股 | 00.00% | 持仓不变 |
| VVanEck ETF信托OIH |
| 0.48% | — | $61.3万 | 1,648股 | $0 | 0股 | +1,648股 | 新买入 |
| IiShares安硕·INC JP MORGAN EM ETFLEMB |
| 0.45% | — | $57.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| C资本集团固定收益ETF信托CGMU |
| 0.43% | 0.33% | $54.3万 | 2.0万股 | $39.4万 | 1.5万股 | +5,257股+36.25% | 加仓 |
| IiShares安硕POWR |
| 0.42% | 0.43% | $54.0万 | 1.9万股 | $50.6万 | 1.9万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.4% | 0.37% | $50.5万 | 2,525股 | $43.7万 | 2,505股 | +20股+0.80% | 加仓 |
| SSPDR道富系列信托XAR |
| 0.37% | 0.36% | $47.4万 | 1,670股 | $42.4万 | 1,670股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.37% | 0.34% | $46.6万 | 1,259股 | $40.3万 | 1,255股 | +4股+0.32% | 加仓 |
 AMD超威AMD |
| 0.36% | 0.18% | $45.3万 | 780股 | $21.0万 | 1,030股 | -250股-24.27% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.34% | 0.4% | $42.9万 | 1.3万股 | $47.5万 | 1.2万股 | +500股+4.04% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.34% | 0.34% | $42.7万 | 4,111股 | $39.9万 | 4,111股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.32% | 0.3% | $40.1万 | 2,558股 | $35.6万 | 2,577股 | -19股-0.74% | 减仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.32% | — | $40.1万 | 3,989股 | $0 | 0股 | +3,989股 | 新买入 |
| J摩根大通交易所交易基金JMST |
| 0.31% | 0.34% | $40.1万 | 7,863股 | $39.8万 | 7,812股 | +51股+0.65% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.29% | 0.28% | $36.3万 | 1.5万股 | $33.3万 | 1.5万股 | -152股-0.98% | 减仓 |
 微软MSFT |
| 0.26% | 0.28% | $33.1万 | 888股 | $32.9万 | 888股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.25% | 0.24% | $32.4万 | 4,026股 | $28.8万 | 1,003股 | +3,023股+301.40% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.25% | 0.26% | $32.3万 | 3,290股 | $31.0万 | 3,290股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.25% | $32.3万 | 432股 | $30.2万 | 464股 | -32股-6.90% | 减仓 |
