| DDimensional维度ETF信托DFAC |
| 12.14% | 12.15% | $3,310.3万 | 74.6万股 | $3,106.9万 | 80.0万股 | -5.3万股-6.66% | 减仓 |
| EEA SERIES TRUSTBSVO |
| 10.41% | 18.04% | $2,840.1万 | 97.3万股 | $4,611.0万 | 181.8万股 | -84.5万股-46.47% | 减仓 |
| IiShares安硕信托ITOT |
| 10.05% | 8.88% | $2,742.3万 | 16.7万股 | $2,270.3万 | 15.9万股 | +7,535股+4.73% | 加仓 |
| AAvantis·U SAVUV |
| 9.91% | 1.62% | $2,702.4万 | 21.7万股 | $414.7万 | 3.8万股 | +17.9万股+477.08% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 8.42% | 8.64% | $2,295.5万 | 22.3万股 | $2,209.8万 | 22.1万股 | +1,460股+0.66% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 6.84% | 6.45% | $1,866.7万 | 45.9万股 | $1,648.1万 | 47.7万股 | -1.8万股-3.71% | 减仓 |
| IiShares安硕信托IDEV |
| 6.2% | 5.83% | $1,690.5万 | 19.0万股 | $1,491.7万 | 17.8万股 | +1.1万股+6.40% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 5.87% | 6.63% | $1,601.2万 | 29.6万股 | $1,696.1万 | 32.1万股 | -2.5万股-7.76% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.67% | 6.2% | $1,547.5万 | 26.2万股 | $1,585.2万 | 26.6万股 | -3,817股-1.43% | 减仓 |
| DDimensional维度·USDFUV |
| 3.6% | 3.69% | $982.5万 | 17.9万股 | $942.8万 | 19.5万股 | -1.6万股-8.20% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 3.37% | 3.69% | $919.2万 | 19.3万股 | $942.4万 | 19.7万股 | -4,317股-2.19% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.87% | 3.01% | $783.6万 | 21.3万股 | $769.3万 | 22.6万股 | -1.4万股-6.08% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 2.59% | 2.63% | $707.7万 | 24.4万股 | $672.5万 | 25.3万股 | -8,731股-3.45% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.35% | 2.58% | $641.9万 | 12.8万股 | $659.1万 | 13.2万股 | -4,163股-3.15% | 减仓 |
| G通用动力VTI |
| 1.49% | 1.4% | $405.2万 | 1.1万股 | $359.1万 | 1.1万股 | -243股-2.17% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.95% | 1.09% | $259.5万 | 7.0万股 | $277.5万 | 7.8万股 | -8,463股-10.83% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.61% | 0.7% | $165.8万 | 4.1万股 | $179.8万 | 4.6万股 | -4,259股-9.34% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.51% | 0.56% | $139.9万 | 2.8万股 | $142.9万 | 3.1万股 | -3,542股-11.32% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.49% | 0.46% | $134.7万 | 2.6万股 | $117.6万 | 2.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托REET |
| 0.46% | 0.45% | $124.9万 | 4.5万股 | $114.2万 | 4.5万股 | -181股-0.40% | 减仓 |
 微软MSFT |
| 0.41% | 0.42% | $112.2万 | 3,007股 | $106.8万 | 2,885股 | +122股+4.23% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.4% | 0.45% | $110.1万 | 1.6万股 | $114.2万 | 1.8万股 | -2,537股-13.87% | 减仓 |
| IiShares安硕IEMG |
| 0.38% | 0.35% | $103.8万 | 1.3万股 | $90.6万 | 1.3万股 | -464股-3.57% | 减仓 |
 英伟达NVDA |
| 0.29% | 0.25% | $78.1万 | 3,904股 | $64.7万 | 3,707股 | +197股+5.31% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.29% | 0.26% | $77.8万 | 5,883股 | $66.0万 | 5,881股 | +2股+0.03% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.28% | 0.27% | $77.3万 | 2.0万股 | $69.8万 | 2.0万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPTM |
| 0.27% | 0.27% | $72.6万 | 7,992股 | $68.0万 | 8,606股 | -614股-7.13% | 减仓 |
 特斯拉TSLA |
| 0.26% | 0.24% | $69.7万 | 1,657股 | $60.7万 | 1,632股 | +25股+1.53% | 加仓 |
| CCOMMERCIAL METALSCMC |
| 0.25% | 0.26% | $68.8万 | 1.1万股 | $67.4万 | 1.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.24% | 0.32% | $64.6万 | 4,727股 | $81.4万 | 4,795股 | -68股-1.42% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.23% | 0.22% | $62.4万 | 1.0万股 | $57.0万 | 1.1万股 | -93股-0.88% | 减仓 |
| V先锋领航指数基金VB |
| 0.22% | 0.2% | $60.0万 | 1,978股 | $52.3万 | 1,995股 | -17股-0.85% | 减仓 |
| IiShares安硕信托IVLU |
| 0.21% | 0.26% | $58.3万 | 1.4万股 | $65.9万 | 1.7万股 | -2,657股-16.00% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.18% | 0.17% | $49.1万 | 2,310股 | $44.3万 | 2,310股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.18% | 0.14% | $48.3万 | 403股 | $34.7万 | 377股 | +26股+6.90% | 加仓 |
| TTALOS ENERGYTALO |
| 0.17% | 0.23% | $47.1万 | 3.7万股 | $57.5万 | 3.7万股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.14% | 0.13% | $37.1万 | 9,216股 | $34.5万 | 1.0万股 | -969股-9.51% | 减仓 |
 雪佛龙CVX |
| 0.13% | 0.17% | $35.1万 | 2,115股 | $43.6万 | 2,107股 | +8股+0.38% | 加仓 |
 切尼尔能源LNG |
| 0.11% | 0.14% | $30.0万 | 1,257股 | $35.7万 | 1,257股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.1% | 0.1% | $28.5万 | 1,196股 | $26.2万 | 1,259股 | -63股-5.00% | 减仓 |
 康菲石油COP |
| 0.1% | 0.27% | $27.8万 | 2,674股 | $68.4万 | 5,182股 | -2,508股-48.40% | 减仓 |
 苹果AAPL |
| 0.1% | 0.09% | $26.9万 | 929股 | $23.6万 | 929股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.09% | 0.08% | $24.6万 | 2,856股 | $20.8万 | 476股 | +2,380股+500.00% | 加仓 |
 艾伯维ABBV |
| 0.08% | — | $22.0万 | 873股 | $0 | 0股 | +873股 | 新买入 |
 美光科技MU |
| 0.07% | — | $20.1万 | 174股 | $0 | 0股 | +174股 | 新买入 |
