| DDimensional维度ETF信托DFIC |
| 15.28% | 16.14% | $1.34亿 | 360.4万股 | $1.23亿 | 345.5万股 | +14.8万股+4.29% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 12.43% | 12.53% | $1.09亿 | 100.1万股 | $9,534.2万 | 100.8万股 | -6,917股-0.69% | 减仓 |
| SSPDR道富系列信托SPYG |
| 12.38% | 11.37% | $1.09亿 | 91.4万股 | $8,650.4万 | 88.4万股 | +3.1万股+3.48% | 加仓 |
| A美国世纪ETF信托AVLV |
| 11.74% | 11.97% | $1.03亿 | 113.0万股 | $9,109.8万 | 113.0万股 | +228股+0.02% | 加仓 |
| V先锋领航债券指数基金BIV |
| 6.08% | 6.67% | $5,342.6万 | 69.7万股 | $5,074.3万 | 65.7万股 | +3.9万股+5.95% | 加仓 |
| V先锋领航指数基金VUG |
| 3.88% | 3.78% | $3,409.9万 | 39.6万股 | $2,872.6万 | 6.6万股 | +33.0万股+501.93% | 加仓 |
| SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP |
| 3.59% | 3.94% | $3,155.5万 | 122.9万股 | $2,998.2万 | 115.3万股 | +7.6万股+6.60% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.53% | 3.56% | $3,104.4万 | 32.2万股 | $2,706.1万 | 33.6万股 | -1.4万股-4.20% | 减仓 |
| G通用动力VTI |
| 3.01% | 2.97% | $2,648.5万 | 7.2万股 | $2,259.0万 | 7.0万股 | +1,156股+1.64% | 加仓 |
 AVANTIS INTLNGG |
| 2.74% | 2.92% | $2,407.0万 | 27.0万股 | $2,224.1万 | 26.2万股 | +7,688股+2.93% | 加仓 |
| IiShares安硕信托EMB |
| 2.17% | 2.33% | $1,907.0万 | 19.8万股 | $1,774.1万 | 18.9万股 | +8,861股+4.69% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 2% | 2.42% | $1,759.0万 | 67.2万股 | $1,843.8万 | 70.2万股 | -3.0万股-4.31% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.95% | 1.99% | $1,711.1万 | 14.6万股 | $1,516.7万 | 14.9万股 | -3,232股-2.17% | 减仓 |
| IiShares安硕信托USRT |
| 1.61% | 1.63% | $1,410.4万 | 21.2万股 | $1,237.3万 | 20.9万股 | +3,209股+1.54% | 加仓 |
| IiShares安硕信托ICSH |
| 1.07% | 1.51% | $943.8万 | 18.7万股 | $1,151.1万 | 22.7万股 | -4.1万股-17.94% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.99% | 1% | $873.7万 | 9.6万股 | $761.6万 | 9.6万股 | -93股-0.10% | 减仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.96% | 0.53% | $840.0万 | 30.6万股 | $404.5万 | 14.9万股 | +15.7万股+105.26% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.95% | 0.97% | $839.0万 | 3.5万股 | $737.3万 | 3.4万股 | +589股+1.74% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.57% | 0.65% | $498.0万 | 10.3万股 | $494.8万 | 10.2万股 | +1,102股+1.08% | 加仓 |
 可口可乐KO |
| 0.51% | 0.55% | $448.5万 | 5.5万股 | $419.7万 | 5.5万股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.46% | 0.49% | $402.6万 | 10.9万股 | $374.9万 | 11.0万股 | -1,067股-0.97% | 减仓 |
| TTHORNBURG ETF TRTMB |
| 0.44% | — | $388.0万 | 15.3万股 | $0 | 0股 | +15.3万股 | 新买入 |
| IiShares安硕信托VLUE |
| 0.43% | 0.35% | $376.3万 | 1.9万股 | $267.0万 | 1.9万股 | +51股+0.27% | 加仓 |
| C资本集团固定收益ETF信托BANFP |
| 0.41% | — | $361.3万 | 13.7万股 | $0 | 0股 | +13.7万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.37% | 0.37% | $325.0万 | 4,339股 | $283.9万 | 4,347股 | -8股-0.18% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.36% | 0.38% | $317.2万 | 6.3万股 | $290.8万 | 5.8万股 | +4,418股+7.58% | 加仓 |
| F第一信托交易所交易基金VIFIXD |
| 0.36% | 0.39% | $316.0万 | 7.2万股 | $300.3万 | 6.9万股 | +3,563股+5.17% | 加仓 |
| IiShares安硕信托IMTB |
| 0.36% | 0.16% | $315.8万 | 7.2万股 | $118.8万 | 2.7万股 | +4.5万股+167.00% | 加仓 |
| V先锋领航指数基金VOO |
| 0.33% | 0.33% | $289.6万 | 4,216股 | $251.3万 | 4,206股 | +10股+0.24% | 加仓 |
| CCAPITAL GRP SHRT DURATION INC ETFCGSD |
| 0.33% | 0.26% | $285.8万 | 11.1万股 | $200.7万 | 7.8万股 | +3.3万股+42.75% | 加仓 |
| IiShares安硕信托TIP |
| 0.32% | 0.23% | $279.1万 | 2.6万股 | $173.7万 | 1.6万股 | +9,767股+62.06% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.31% | 0.32% | $276.0万 | 6.9万股 | $240.5万 | 7.1万股 | -2,383股-3.36% | 减仓 |
| IiShares安硕信托GVI |
| 0.31% | 0.4% | $272.5万 | 2.5万股 | $304.0万 | 2.9万股 | -3,311股-11.56% | 减仓 |
 微软MSFT |
| 0.29% | 0.12% | $254.8万 | 6,831股 | $93.9万 | 2,537股 | +4,294股+169.26% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.28% | 0.29% | $246.7万 | 2.0万股 | $221.6万 | 5,197股 | +1.5万股+282.36% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.3% | $237.9万 | 4,755股 | $227.9万 | 4,755股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFG |
| 0.27% | 0.28% | $235.6万 | 1.9万股 | $212.6万 | 1.9万股 | -147股-0.77% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.27% | $220.4万 | 2,952股 | $202.2万 | 3,110股 | -158股-5.08% | 减仓 |
 艾伯维ABBV |
| 0.24% | 0.12% | $210.6万 | 8,369股 | $90.6万 | 4,168股 | +4,201股+100.79% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.22% | 0.23% | $195.2万 | 2.3万股 | $176.2万 | 2.3万股 | -16股-0.07% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.21% | 0.22% | $184.7万 | 4.7万股 | $166.1万 | 4.7万股 | +207股+0.45% | 加仓 |
 南方电力SO |
| 0.19% | 0.23% | $163.4万 | 1.7万股 | $177.7万 | 1.8万股 | -1,346股-7.31% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.18% | 0.17% | $160.5万 | 2.3万股 | $132.7万 | 2.1万股 | +1,823股+8.80% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.17% | 0.19% | $145.4万 | 6.4万股 | $144.7万 | 6.3万股 | +361股+0.57% | 加仓 |
| IiShares安硕信托IBTH |
| 0.17% | 0.19% | $145.3万 | 6.5万股 | $144.9万 | 6.5万股 | +384股+0.59% | 加仓 |
| IiShares安硕信托IBDS |
| 0.16% | 0.19% | $142.6万 | 5.9万股 | $141.8万 | 5.8万股 | +385股+0.66% | 加仓 |
 苹果AAPL |
| 0.16% | 0.15% | $141.7万 | 4,898股 | $113.0万 | 4,453股 | +445股+9.99% | 加仓 |
 家得宝HD |
| 0.15% | 0.16% | $133.8万 | 3,793股 | $124.9万 | 3,798股 | -5股-0.13% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.14% | 0.15% | $122.8万 | 2.4万股 | $111.1万 | 2.4万股 | +21股+0.09% | 加仓 |
| V先锋领航指数基金VTV |
| 0.14% | 0.14% | $122.7万 | 5,631股 | $109.7万 | 5,593股 | +38股+0.68% | 加仓 |
