| S嘉信策略信托SCHF |
| 11.54% | 11.93% | $1.71亿 | 615.7万股 | $1.51亿 | 609.8万股 | +6.0万股+0.98% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 7.95% | 8.27% | $1.17亿 | 337.3万股 | $1.05亿 | 343.3万股 | -5.9万股-1.72% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 7.1% | 7.07% | $1.05亿 | 310.1万股 | $8,951.6万 | 307.3万股 | +2.8万股+0.90% | 加仓 |
 美光科技MU |
| 6.78% | 2.31% | $1.00亿 | 8.7万股 | $2,924.1万 | 8.7万股 | +219股+0.25% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 5.66% | 5.91% | $8,360.1万 | 268.8万股 | $7,473.8万 | 268.4万股 | +4,524股+0.17% | 加仓 |
| V先锋领航债券指数基金BSV |
| 4.42% | 5.08% | $6,531.2万 | 83.8万股 | $6,433.1万 | 82.0万股 | +1.8万股+2.18% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.37% | 4.55% | $6,455.7万 | 90.6万股 | $5,756.8万 | 89.8万股 | +7,686股+0.86% | 加仓 |
| S嘉信·USSCHA |
| 3.71% | 3.5% | $5,481.5万 | 151.7万股 | $4,423.9万 | 152.1万股 | -4,149股-0.27% | 减仓 |
 英伟达NVDA |
| 3.44% | 3.84% | $5,076.7万 | 25.4万股 | $4,853.2万 | 27.8万股 | -2.5万股-8.83% | 减仓 |
| SSPDR道富指数基金EFAX |
| 2.61% | 2.73% | $3,861.7万 | 71.4万股 | $3,456.2万 | 69.4万股 | +1.9万股+2.74% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.17% | 2.22% | $3,199.7万 | 110.5万股 | $2,806.9万 | 111.8万股 | -1.3万股-1.20% | 减仓 |
| S嘉信策略信托SCHM |
| 2.16% | 2.17% | $3,184.3万 | 86.4万股 | $2,741.1万 | 88.5万股 | -2.2万股-2.45% | 减仓 |
| S道富SPYX |
| 1.87% | 1.9% | $2,757.8万 | 45.1万股 | $2,405.4万 | 45.4万股 | -2,232股-0.49% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.72% | 1.97% | $2,544.8万 | 84.8万股 | $2,491.0万 | 82.8万股 | +2.0万股+2.36% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.72% | 1.95% | $2,539.7万 | 95.8万股 | $2,467.2万 | 94.2万股 | +1.6万股+1.70% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 1.69% | 1.66% | $2,497.2万 | 65.6万股 | $2,097.9万 | 64.7万股 | +9,208股+1.42% | 加仓 |
| V先锋领航全球基金ESGV |
| 1.64% | 1.63% | $2,424.5万 | 18.3万股 | $2,061.6万 | 18.4万股 | -284股-0.15% | 减仓 |
| V先锋领航指数基金VB |
| 1.43% | 1.44% | $2,108.1万 | 7.0万股 | $1,823.0万 | 7.0万股 | -54股-0.08% | 减仓 |
| V先锋领航指数基金VUG |
| 1.41% | 1.36% | $2,089.6万 | 24.3万股 | $1,722.7万 | 3.9万股 | +20.3万股+515.09% | 加仓 |
| AABM INDSABM |
| 1.4% | 1.43% | $2,072.6万 | 46.8万股 | $1,804.6万 | 46.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托DSI |
| 1.34% | 1.33% | $1,985.7万 | 13.9万股 | $1,680.8万 | 13.9万股 | +764股+0.55% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.3% | 1.4% | $1,922.3万 | 51.6万股 | $1,770.9万 | 49.8万股 | +1.7万股+3.51% | 加仓 |
| V先锋领航指数基金VTV |
| 1.17% | 1.27% | $1,721.6万 | 7.9万股 | $1,610.8万 | 8.2万股 | -3,101股-3.78% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.14% | 1.33% | $1,686.1万 | 22.0万股 | $1,687.7万 | 21.9万股 | +1,159股+0.53% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.12% | 1.31% | $1,659.4万 | 31.7万股 | $1,659.7万 | 31.6万股 | +845股+0.27% | 加仓 |
 苹果AAPL |
| 1.08% | 1.1% | $1,597.7万 | 5.5万股 | $1,393.6万 | 5.5万股 | +304股+0.55% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.07% | 1.04% | $1,580.3万 | 37.9万股 | $1,316.0万 | 35.8万股 | +2.1万股+5.78% | 加仓 |
| S嘉信策略信托SCHE |
| 0.94% | 0.96% | $1,388.6万 | 38.3万股 | $1,219.0万 | 37.0万股 | +1.3万股+3.51% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.86% | 0.87% | $1,276.3万 | 28.8万股 | $1,098.1万 | 28.3万股 | +5,136股+1.82% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.8% | 0.8% | $1,188.8万 | 30.1万股 | $1,017.1万 | 28.5万股 | +1.6万股+5.56% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.8% | 0.78% | $1,177.5万 | 14.3万股 | $984.3万 | 13.8万股 | +4,626股+3.34% | 加仓 |
 星巴克SBUX |
| 0.73% | 0.74% | $1,078.1万 | 10.5万股 | $940.6万 | 10.5万股 | +510股+0.49% | 加仓 |
| V先锋领航·MIDVO |
| 0.71% | 0.76% | $1,052.9万 | 13.1万股 | $959.7万 | 3.3万股 | +9.7万股+291.07% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.49% | 0.49% | $724.4万 | 8.8万股 | $624.7万 | 8.8万股 | +309股+0.35% | 加仓 |
| RROUNDHILL GENERATIVE AI & TECHNOLOGY ETFCHAT |
| 0.47% | 0.22% | $697.6万 | 7.1万股 | $272.7万 | 4.4万股 | +2.7万股+60.33% | 加仓 |
 台积电TSM |
| 0.46% | 0.38% | $672.2万 | 1.4万股 | $475.5万 | 1.4万股 | +7股+0.05% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.41% | 0.39% | $599.9万 | 10.7万股 | $489.0万 | 10.4万股 | +3,272股+3.15% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 0.39% | 0.42% | $574.7万 | 7.2万股 | $527.3万 | 7.3万股 | -1,119股-1.52% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.38% | 0.41% | $558.4万 | 5.4万股 | $516.5万 | 5.3万股 | +583股+1.10% | 加仓 |
 微软MSFT |
| 0.37% | 0.41% | $541.4万 | 1.5万股 | $520.5万 | 1.4万股 | +454股+3.23% | 加仓 |
 英特尔INTC |
| 0.34% | 0.04% | $507.9万 | 3.6万股 | $45.6万 | 1.0万股 | +2.6万股+252.02% | 加仓 |
| IiShares安硕信托IVV |
| 0.3% | 0.3% | $442.4万 | 5,908股 | $379.8万 | 5,814股 | +94股+1.62% | 加仓 |
 亚马逊AMZN |
| 0.3% | 0.3% | $438.8万 | 1.8万股 | $381.8万 | 1.8万股 | +79股+0.43% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.29% | 0.35% | $431.9万 | 5.3万股 | $447.5万 | 5.4万股 | -1,604股-2.96% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.26% | 0.29% | $391.3万 | 1.7万股 | $365.8万 | 1.7万股 | -94股-0.54% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.26% | 0.29% | $390.8万 | 5,233股 | $365.3万 | 5,617股 | -384股-6.84% | 减仓 |
 应用材料AMAT |
| 0.25% | 0.14% | $375.5万 | 5,193股 | $183.2万 | 5,361股 | -168股-3.13% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.24% | 0.27% | $358.4万 | 7,163股 | $336.8万 | 7,028股 | +135股+1.92% | 加仓 |
 CienaCIEN |
| 0.22% | — | $328.0万 | 6,686股 | $0 | 0股 | +6,686股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.22% | 0.23% | $325.6万 | 5.5万股 | $293.5万 | 5.4万股 | +245股+0.45% | 加仓 |
