| DDimensional维度ETF信托DFAC |
| 14.95% | 13.93% | $4,746.8万 | 107.0万股 | $3,988.6万 | 102.6万股 | +4.4万股+4.25% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 12.49% | 12.32% | $3,966.7万 | 51.4万股 | $3,526.2万 | 45.6万股 | +5.8万股+12.71% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 10.85% | 10.48% | $3,444.4万 | 45.1万股 | $3,000.3万 | 39.9万股 | +5.2万股+12.92% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 6.61% | 6.54% | $2,097.8万 | 50.3万股 | $1,873.7万 | 51.0万股 | -7,004股-1.37% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 6.24% | 6.31% | $1,980.1万 | 53.1万股 | $1,805.8万 | 50.8万股 | +2.3万股+4.56% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 4.47% | 4.48% | $1,419.1万 | 41.6万股 | $1,283.1万 | 39.8万股 | +1.8万股+4.43% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 4.17% | 4.3% | $1,325.2万 | 27.8万股 | $1,230.7万 | 25.7万股 | +2.0万股+7.96% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 3.98% | 4.53% | $1,263.8万 | 16.5万股 | $1,297.0万 | 17.0万股 | -5,086股-2.99% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 3.87% | 3.68% | $1,230.1万 | 30.3万股 | $1,053.6万 | 30.5万股 | -2,266股-0.74% | 减仓 |
| V先锋领航债券指数基金BSV |
| 2.63% | 2.65% | $835.7万 | 10.7万股 | $760.1万 | 9.7万股 | +1.0万股+10.66% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 2.63% | 2.2% | $833.9万 | 19.5万股 | $628.9万 | 17.6万股 | +2.0万股+11.18% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 2.5% | 2.17% | $792.8万 | 16.4万股 | $622.2万 | 13.0万股 | +3.4万股+26.35% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.22% | 2.09% | $703.9万 | 10.1万股 | $599.0万 | 9.6万股 | +4,775股+4.98% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.99% | 2.1% | $632.1万 | 15.8万股 | $602.4万 | 15.3万股 | +4,779股+3.13% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1.79% | 1.53% | $568.7万 | 14.4万股 | $436.6万 | 12.2万股 | +2.2万股+17.63% | 加仓 |
| SST JOE COMPANYJOE |
| 1.73% | 1.96% | $550.0万 | 8.8万股 | $560.1万 | 8.9万股 | -1,363股-1.53% | 减仓 |
| DDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETFDEXC |
| 1.45% | 1.27% | $459.7万 | 5.6万股 | $363.2万 | 5.6万股 | -362股-0.65% | 减仓 |
| WWORLD GOLD TRGLD |
| 1.12% | 1.42% | $355.7万 | 4.5万股 | $407.2万 | 4.4万股 | +865股+1.97% | 加仓 |
| AALPS ETF信托AMLP |
| 1.07% | 1.27% | $341.2万 | 6.6万股 | $365.0万 | 6.9万股 | -3,523股-5.08% | 减仓 |
| DDimensional维度ETF信托DEHP |
| 1.04% | 0.96% | $329.5万 | 7.7万股 | $273.9万 | 8.1万股 | -4,009股-4.95% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.94% | 0.5% | $298.6万 | 5.1万股 | $143.4万 | 2.4万股 | +2.7万股+109.49% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.73% | 0.63% | $233.3万 | 2.8万股 | $181.4万 | 2.6万股 | +2,823股+11.07% | 加仓 |
| AALPS ETF信托ENFR |
| 0.51% | 0.16% | $161.7万 | 4.2万股 | $46.8万 | 1.2万股 | +3.0万股+246.66% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.5% | 0.44% | $157.7万 | 3.4万股 | $127.3万 | 3.1万股 | +2,842股+9.17% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.45% | 0.4% | $141.5万 | 1.7万股 | $114.7万 | 1.6万股 | +1,546股+9.94% | 加仓 |
 TEMPLETON EMERGING MKTS INCOTEI |
| 0.4% | 0.43% | $127.5万 | 18.9万股 | $122.6万 | 20.4万股 | -1.4万股-7.06% | 减仓 |
 通用汽车GM |
| 0.4% | 0.34% | $127.0万 | 1.6万股 | $96.5万 | 1.3万股 | +3,521股+27.17% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.38% | 1.06% | $121.5万 | 1.6万股 | $302.4万 | 4.0万股 | -2.4万股-59.82% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.38% | 0.42% | $121.3万 | 2.2万股 | $119.3万 | 2.3万股 | -150股-0.66% | 减仓 |
 COHEN AND STEERS INFRASTUTF |
| 0.36% | — | $114.6万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| V先锋领航·MALVERN FDSVSDB |
| 0.35% | 0.46% | $110.8万 | 1.5万股 | $132.0万 | 1.7万股 | -2,805股-16.20% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.34% | 0.39% | $107.4万 | 2.1万股 | $111.0万 | 1.9万股 | +2,233股+11.88% | 加仓 |
| PPGIM AAAPAAA |
| 0.29% | 0.12% | $90.6万 | 1.8万股 | $34.1万 | 6,653股 | +1.1万股+165.53% | 加仓 |
| IINVESTMENT MANAGERS SER TR IFPAG |
| 0.27% | 0.31% | $84.6万 | 2.1万股 | $90.0万 | 2.5万股 | -3,716股-14.98% | 减仓 |
| V先锋领航·INSTL INDEX FDVGUS |
| 0.25% | — | $78.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| PPGIM ULTRAPULS |
| 0.24% | — | $77.4万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 威廉姆斯WMB |
| 0.24% | 0.19% | $76.9万 | 1.0万股 | $53.3万 | 7,322股 | +3,029股+41.37% | 加仓 |
 埃克森美孚XOM |
| 0.23% | 0.53% | $72.4万 | 5,295股 | $151.9万 | 8,953股 | -3,658股-40.86% | 减仓 |
| G通用动力VTI |
| 0.22% | 0.27% | $69.5万 | 1,879股 | $78.3万 | 2,440股 | -561股-22.99% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.22% | 0.16% | $68.4万 | 1.5万股 | $44.6万 | 1.1万股 | +4,651股+44.20% | 加仓 |
| S嘉信策略信托SGVT |
| 0.21% | — | $68.0万 | 6,753股 | $0 | 0股 | +6,753股 | 新买入 |
| CCOHEN & STEERS ETF TRUSTCSNR |
| 0.21% | 0.09% | $65.3万 | 2.0万股 | $27.2万 | 7,237股 | +1.2万股+170.18% | 加仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.2% | 0.26% | $63.8万 | 1.4万股 | $74.6万 | 1.4万股 | -116股-0.82% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.2% | 0.14% | $63.7万 | 1,274股 | $40.1万 | 836股 | +438股+52.39% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 0.2% | 0.15% | $63.0万 | 8,648股 | $44.2万 | 8,094股 | +554股+6.84% | 加仓 |
| IiShares安硕信托GVI |
| 0.2% | 0.14% | $62.3万 | 5,852股 | $38.9万 | 3,654股 | +2,198股+60.15% | 加仓 |
| IiShares安硕信托SGOV |
| 0.19% | 0.35% | $60.5万 | 6,011股 | $99.1万 | 9,848股 | -3,837股-38.96% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.17% | 0.16% | $55.3万 | 1,564股 | $44.9万 | 1,564股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVGVT |
| 0.15% | 0.07% | $48.7万 | 6,469股 | $20.9万 | 2,761股 | +3,708股+134.30% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.15% | 0.29% | $46.7万 | 1.1万股 | $83.7万 | 2.0万股 | -8,779股-44.26% | 减仓 |
