| DDimensional维度ETF信托DFAC |
| 8.7% | 9.24% | $2,611.0万 | 72.3万股 | $1,965.4万 | 60.4万股 | +11.9万股+19.67% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 7.18% | 9.29% | $2,154.4万 | 39.9万股 | $1,977.8万 | 37.5万股 | +2.4万股+6.41% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 7% | 8.55% | $2,100.3万 | 62.6万股 | $1,819.5万 | 57.5万股 | +5.1万股+8.88% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 5.75% | 2.56% | $1,725.5万 | 32.0万股 | $544.4万 | 11.3万股 | +20.6万股+181.69% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 5.26% | 2.65% | $1,580.4万 | 36.8万股 | $564.4万 | 16.8万股 | +20.0万股+118.89% | 加仓 |
| DDimensional维度·USDFUV |
| 4.58% | 5.68% | $1,374.7万 | 25.0万股 | $1,209.1万 | 25.0万股 | +287股+0.11% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 4.32% | 4.99% | $1,297.8万 | 33.5万股 | $1,060.8万 | 30.3万股 | +3.2万股+10.50% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 4.31% | 5.44% | $1,294.5万 | 18.5万股 | $1,156.9万 | 18.5万股 | -66股-0.04% | 减仓 |
| V先锋领航指数基金VOO |
| 4.21% | 4.72% | $1,264.4万 | 1.8万股 | $1,004.1万 | 1.7万股 | +1,615股+9.61% | 加仓 |
| PPROSHARES ULTRAPRO QQQTQQQ |
| 4.17% | 0.07% | $1,251.0万 | 15.4万股 | $15.4万 | 15.4万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.31% | 3.9% | $994.3万 | 12.1万股 | $828.9万 | 11.7万股 | +4,174股+3.58% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 2.87% | 3.33% | $861.5万 | 17.8万股 | $708.3万 | 14.8万股 | +3.0万股+20.62% | 加仓 |
| S道富SPYM |
| 2.7% | 0.19% | $809.3万 | 9.2万股 | $40.8万 | 8.1万股 | +1.1万股+13.79% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 2.55% | — | $766.2万 | 24.7万股 | $0 | 0股 | +24.7万股 | 新买入 |
| DDimensional维度ETF信托DFLV |
| 2.54% | 2.78% | $763.7万 | 19.3万股 | $592.0万 | 16.6万股 | +2.7万股+16.44% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.46% | 2.83% | $738.4万 | 18.2万股 | $603.2万 | 17.5万股 | +7,085股+4.06% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.78% | 2.19% | $533.1万 | 6.5万股 | $466.4万 | 6.6万股 | -714股-1.09% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.76% | 1.86% | $528.4万 | 18.2万股 | $396.5万 | 14.9万股 | +3.3万股+22.19% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.71% | 1.83% | $512.6万 | 12.8万股 | $390.1万 | 9.9万股 | +2.9万股+29.10% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 1.46% | 1.87% | $437.0万 | 9.2万股 | $397.6万 | 8.3万股 | +8,450股+10.17% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 1.06% | 1.54% | $318.0万 | 6.3万股 | $326.8万 | 6.4万股 | -1,818股-2.82% | 减仓 |
 苹果AAPL |
| 1.01% | 1.22% | $303.9万 | 1.1万股 | $260.4万 | 1.0万股 | +239股+2.33% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.84% | 0.98% | $251.9万 | 3.0万股 | $207.8万 | 2.8万股 | +2,257股+8.01% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 0.73% | 0.88% | $220.6万 | 6.3万股 | $188.2万 | 5.6万股 | +7,071股+12.65% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.68% | 0.84% | $205.5万 | 4.0万股 | $178.4万 | 4.0万股 | +206股+0.52% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 0.64% | 0.64% | $192.9万 | 2.4万股 | $136.7万 | 1.9万股 | +4,566股+24.07% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.6% | 0.83% | $178.6万 | 6.8万股 | $176.5万 | 7.5万股 | -6,368股-8.53% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.59% | 0.39% | $176.0万 | 4.2万股 | $82.1万 | 2.2万股 | +2.0万股+88.92% | 加仓 |
 英伟达NVDA |
| 0.56% | 0.7% | $167.1万 | 8,350股 | $149.7万 | 8,581股 | -231股-2.69% | 减仓 |
| IINNOVATOR ETFSBUFF |
| 0.55% | 0.78% | $164.3万 | 3.1万股 | $166.9万 | 3.4万股 | -2,598股-7.69% | 减仓 |
| DDimensional维度ETF信托DFIP |
| 0.55% | 0.62% | $163.9万 | 4.0万股 | $132.8万 | 3.2万股 | +7,899股+24.81% | 加仓 |
| DDimensional维度ETF信托DXUV |
| 0.47% | 0.58% | $141.0万 | 2.1万股 | $123.5万 | 2.1万股 | +403股+1.94% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.43% | 0.57% | $130.5万 | 3.2万股 | $121.8万 | 3.1万股 | +372股+1.19% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.43% | 0.55% | $129.7万 | 3.2万股 | $117.7万 | 3.4万股 | -1,368股-4.06% | 减仓 |
 亚马逊AMZN |
| 0.41% | 0.49% | $124.5万 | 5,223股 | $104.7万 | 5,025股 | +198股+3.94% | 加仓 |
 谷歌AGOOGL |
| 0.39% | 0.48% | $118.1万 | 3,304股 | $102.0万 | 3,546股 | -242股-6.82% | 减仓 |
 卡特彼勒CAT |
| 0.38% | 0.36% | $115.3万 | 1,083股 | $76.5万 | 1,080股 | +3股+0.28% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.37% | 0.46% | $111.6万 | 1,494股 | $97.6万 | 1,501股 | -7股-0.47% | 减仓 |
 微软MSFT |
| 0.37% | 0.49% | $110.5万 | 2,962股 | $104.5万 | 2,822股 | +140股+4.96% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.37% | 0.73% | $110.4万 | 2.6万股 | $154.8万 | 3.7万股 | -1.1万股-28.74% | 减仓 |
 礼来LLY |
| 0.3% | 0.31% | $90.6万 | 755股 | $66.8万 | 726股 | +29股+3.99% | 加仓 |
 博通AVGO |
| 0.27% | 0.31% | $81.4万 | 2,155股 | $65.9万 | 2,129股 | +26股+1.22% | 加仓 |
| G通用动力VTI |
| 0.27% | 0.32% | $79.8万 | 2,156股 | $67.7万 | 2,111股 | +45股+2.13% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.25% | 0.3% | $74.8万 | 6,851股 | $64.6万 | 6,825股 | +26股+0.38% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.24% | 0.3% | $72.9万 | 5,333股 | $63.0万 | 5,325股 | +8股+0.15% | 加仓 |
 强生JNJ |
| 0.24% | 0.32% | $70.8万 | 2,789股 | $69.0万 | 2,824股 | -35股-1.24% | 减仓 |
| IiShares安硕信托IVV |
| 0.23% | 0.29% | $70.0万 | 935股 | $60.8万 | 932股 | +3股+0.32% | 加仓 |
| IINNOVATOR ETFS TRUST US EQUITY ACCELEXDSQ |
| 0.23% | 0.64% | $69.2万 | 1.6万股 | $136.7万 | 3.5万股 | -1.8万股-53.34% | 减仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 0.23% | 0.22% | $69.2万 | 2.0万股 | $46.6万 | 1.4万股 | +6,276股+45.09% | 加仓 |
| S道富SPYV |
| 0.23% | 0.3% | $68.7万 | 1.1万股 | $64.0万 | 1.1万股 | -16股-0.14% | 减仓 |
