| VVANECK MERK GOLD TRUSTOUNZ |
| 18.57% | 23.01% | $1.36亿 | 351.9万股 | $1.55亿 | 343.3万股 | +8.6万股+2.51% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 12.42% | 12.09% | $9,082.0万 | 246.5万股 | $8,124.4万 | 239.2万股 | +7.4万股+3.08% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 11.98% | 12.56% | $8,763.8万 | 174.1万股 | $8,446.4万 | 167.8万股 | +6.3万股+3.74% | 加仓 |
| TTCW ETF TRUSTXB |
| 9.82% | 10.63% | $7,184.2万 | 183.2万股 | $7,147.4万 | 182.0万股 | +1.2万股+0.67% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 9.61% | 8.71% | $7,026.0万 | 158.4万股 | $5,857.6万 | 150.7万股 | +7.7万股+5.08% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.97% | — | $2,901.2万 | 57.4万股 | $0 | 0股 | +57.4万股 | 新买入 |
 VanEck ETF信托HAP |
| 3.5% | 4.1% | $2,556.1万 | 37.3万股 | $2,755.6万 | 38.0万股 | -7,693股-2.02% | 减仓 |
 苹果AAPL |
| 2.29% | 2.18% | $1,671.4万 | 5.8万股 | $1,468.1万 | 5.8万股 | -85股-0.15% | 减仓 |
 微软MSFT |
| 2.04% | 2.13% | $1,491.2万 | 4.0万股 | $1,429.3万 | 3.9万股 | +1,366股+3.54% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 1.73% | 1.66% | $1,262.8万 | 15.4万股 | $1,114.0万 | 15.5万股 | -522股-0.34% | 减仓 |
| IiShares黄金信托IAU |
| 1.55% | 1.99% | $1,133.5万 | 15.0万股 | $1,336.9万 | 15.2万股 | -1,536股-1.01% | 减仓 |
| IiShares安硕信托IWD |
| 1.49% | 1.5% | $1,092.4万 | 4.5万股 | $1,011.0万 | 4.7万股 | -2,255股-4.77% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.26% | 1.06% | $921.2万 | 1.2万股 | $712.1万 | 1.1万股 | +1,386股+12.66% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.06% | 1% | $776.4万 | 15.0万股 | $673.4万 | 14.9万股 | +941股+0.63% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.76% | 0.74% | $552.4万 | 2.3万股 | $495.8万 | 2.3万股 | +290股+1.26% | 加仓 |
| I景顺QQQ信托VOO |
| 0.74% | 0.63% | $543.5万 | 7,380股 | $425.0万 | 7,363股 | +17股+0.23% | 加仓 |
| IINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFPID |
| 0.72% | 0.81% | $525.1万 | 23.7万股 | $542.5万 | 24.4万股 | -7,324股-3.00% | 减仓 |
 亚马逊AMZN |
| 0.65% | 0.6% | $474.0万 | 2.0万股 | $403.3万 | 1.9万股 | +521股+2.69% | 加仓 |
| VVanEck ETF信托GDX |
| 0.65% | 0.85% | $471.9万 | 6.3万股 | $569.3万 | 6.2万股 | +510股+0.82% | 加仓 |
 英伟达NVDA |
| 0.64% | 0.46% | $468.7万 | 2.3万股 | $306.7万 | 1.8万股 | +5,838股+33.19% | 加仓 |
 谷歌AGOOGL |
| 0.61% | 0.51% | $448.2万 | 1.3万股 | $341.4万 | 1.2万股 | +668股+5.63% | 加仓 |
 摩根大通JPM |
| 0.48% | 0.47% | $350.5万 | 1.1万股 | $318.2万 | 1.1万股 | -110股-1.02% | 减仓 |
 宝洁PG |
| 0.45% | 0.5% | $331.5万 | 2.3万股 | $333.6万 | 2.3万股 | -485股-2.10% | 减仓 |
 思科CSCO |
| 0.42% | 0.3% | $307.3万 | 2.6万股 | $200.9万 | 2.6万股 | +268股+1.04% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.36% | $302.8万 | 8,569股 | $245.3万 | 8,550股 | +19股+0.22% | 加仓 |
| IiShares安硕信托IEFA |
| 0.4% | 0.42% | $290.2万 | 3.0万股 | $283.4万 | 3.1万股 | -1,261股-4.03% | 减仓 |
 艾伯维ABBV |
| 0.34% | 0.31% | $250.7万 | 9,961股 | $208.0万 | 9,562股 | +399股+4.17% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.32% | 0.3% | $236.9万 | 1.9万股 | $201.9万 | 4,736股 | +1.4万股+302.83% | 加仓 |
 AMGEN COMAMGN |
| 0.31% | 0.34% | $230.0万 | 6,352股 | $228.1万 | 6,483股 | -131股-2.02% | 减仓 |
| IiShares安硕信托IVV |
| 0.28% | 0.32% | $207.3万 | 2,767股 | $214.7万 | 3,286股 | -519股-15.79% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.28% | 0.25% | $206.4万 | 5,039股 | $168.7万 | 4,730股 | +309股+6.53% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.28% | 0.27% | $205.3万 | 3,929股 | $182.0万 | 3,929股 | 00.00% | 持仓不变 |
| WWISDOMTREE U.S. EFFICIENT CORE FUNDNTSX |
| 0.27% | 0.26% | $195.7万 | 3.3万股 | $172.4万 | 3.3万股 | +90股+0.27% | 加仓 |
 博通AVGO |
| 0.26% | 0.21% | $189.8万 | 5,025股 | $141.9万 | 4,585股 | +440股+9.60% | 加仓 |
| G通用动力VTI |
| 0.25% | 0.29% | $183.8万 | 4,966股 | $194.4万 | 6,061股 | -1,095股-18.07% | 减仓 |
| IiShares安硕信托IVW |
| 0.24% | 0.21% | $178.2万 | 1.3万股 | $142.6万 | 1.3万股 | +349股+2.77% | 加仓 |
| V先锋领航指数基金VOO |
| 0.24% | 0.24% | $176.1万 | 2,564股 | $162.6万 | 2,721股 | -157股-5.77% | 减仓 |
 VisaV |
| 0.22% | 0.18% | $161.3万 | 4,702股 | $118.7万 | 3,928股 | +774股+19.70% | 加仓 |
 Meta平台META |
| 0.21% | 0.22% | $151.4万 | 2,687股 | $145.9万 | 2,550股 | +137股+5.37% | 加仓 |
 强生JNJ |
| 0.21% | 0.2% | $150.1万 | 5,909股 | $134.2万 | 5,490股 | +419股+7.63% | 加仓 |
 家得宝HD |
| 0.2% | 0.16% | $145.7万 | 4,132股 | $110.3万 | 3,353股 | +779股+23.23% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.19% | 0.21% | $140.6万 | 8,899股 | $144.2万 | 9,740股 | -841股-8.63% | 减仓 |
 埃克森美孚XOM |
| 0.19% | 0.25% | $139.2万 | 1.0万股 | $170.7万 | 1.0万股 | +121股+1.20% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.18% | — | $130.1万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 甲骨文ORCL |
| 0.17% | 0.18% | $124.3万 | 8,480股 | $122.9万 | 8,353股 | +127股+1.52% | 加仓 |
| V先锋领航指数基金VV |
| 0.16% | 0.15% | $118.5万 | 3,445股 | $103.0万 | 3,445股 | 00.00% | 持仓不变 |
 KINDER MORGAN DEL COMKMI |
| 0.16% | 0.18% | $117.1万 | 3.7万股 | $121.9万 | 3.6万股 | +261股+0.72% | 加仓 |
 好市多COST |
| 0.15% | 0.14% | $112.3万 | 1,201股 | $96.1万 | 964股 | +237股+24.59% | 加仓 |
 礼来LLY |
| 0.15% | 0.2% | $108.5万 | 905股 | $135.9万 | 1,477股 | -572股-38.73% | 减仓 |
| SSPDR黄金信托GLD |
| 0.14% | 0.19% | $102.8万 | 2,790股 | $129.8万 | 3,016股 | -226股-7.49% | 减仓 |
