| I景顺·S&P 500 GARP ETFSPGP |
| 16.69% | 16.67% | $2,417.4万 | 19.8万股 | $2,082.9万 | 19.4万股 | +4,128股+2.13% | 加仓 |
| V先锋领航指数基金VTV |
| 16.42% | 17.11% | $2,378.2万 | 10.9万股 | $2,137.8万 | 10.9万股 | +168股+0.15% | 加仓 |
| FFIDELITY LOW VOLATILITY FACTOR ETFFDLO |
| 15.92% | 17.1% | $2,305.3万 | 33.7万股 | $2,136.8万 | 33.1万股 | +6,531股+1.97% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 12.92% | 13.55% | $1,872.0万 | 27.7万股 | $1,693.2万 | 26.5万股 | +1.2万股+4.55% | 加仓 |
| V先锋领航指数基金VUG |
| 6.17% | 5.69% | $893.1万 | 10.4万股 | $711.0万 | 1.6万股 | +8.7万股+536.89% | 加仓 |
| IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARYUJAN |
| 5.58% | 5.12% | $808.7万 | 17.8万股 | $639.6万 | 15.0万股 | +2.8万股+18.56% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.42% | 1.87% | $639.6万 | 8,562股 | $234.1万 | 9,670股 | -1,108股-11.46% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 4.39% | 4.69% | $635.8万 | 11.3万股 | $586.2万 | 10.3万股 | +9,159股+8.86% | 加仓 |
 苹果AAPL |
| 1.62% | 1.73% | $234.7万 | 8,110股 | $216.2万 | 8,517股 | -407股-4.78% | 减仓 |
 微软MSFT |
| 1.21% | 1.29% | $174.6万 | 4,681股 | $161.3万 | 4,356股 | +325股+7.46% | 加仓 |
 宣伟SHW |
| 1.17% | 1.4% | $170.0万 | 9,058股 | $175.5万 | 9,707股 | -649股-6.69% | 减仓 |
 英伟达NVDA |
| 1.13% | 1.16% | $163.8万 | 1.2万股 | $145.4万 | 1.2万股 | +118股+0.97% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.94% | 1.1% | $136.8万 | 7,563股 | $136.9万 | 8,279股 | -716股-8.65% | 减仓 |
 谷歌AGOOGL |
| 0.73% | 0.69% | $106.4万 | 2,976股 | $86.8万 | 3,018股 | -42股-1.39% | 减仓 |
 ATLANTIC UN BANKSHARESAUB |
| 0.53% | 0.55% | $76.9万 | 1.8万股 | $68.8万 | 1.9万股 | -1,066股-5.54% | 减仓 |
 强生JNJ |
| 0.52% | 0.59% | $75.8万 | 2,986股 | $73.2万 | 2,996股 | -10股-0.33% | 减仓 |
| IInnovator ETF信托UJUL |
| 0.52% | — | $74.9万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 埃克森美孚XOM |
| 0.5% | 0.72% | $71.9万 | 5,262股 | $90.5万 | 5,337股 | -75股-1.41% | 减仓 |
 亚马逊AMZN |
| 0.47% | 0.47% | $68.3万 | 2,865股 | $58.9万 | 2,826股 | +39股+1.38% | 加仓 |
| N新纪元能源NEE |
| 0.46% | 0.54% | $66.8万 | 7,614股 | $67.7万 | 7,290股 | +324股+4.44% | 加仓 |
| I景顺·BUYBACK ACHIEVERS ETFPKW |
| 0.43% | 0.46% | $62.2万 | 4,389股 | $57.6万 | 4,385股 | +4股+0.09% | 加仓 |
 默沙东MRK |
| 0.38% | 0.44% | $55.6万 | 4,327股 | $55.6万 | 4,621股 | -294股-6.36% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.37% | 0.38% | $53.5万 | 1,024股 | $47.4万 | 1,022股 | +2股+0.20% | 加仓 |
 ALTRIAMO |
| 0.34% | 0.36% | $49.3万 | 6,858股 | $45.2万 | 6,844股 | +14股+0.20% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.34% | 0.35% | $49.0万 | 2,302股 | $44.1万 | 2,298股 | +4股+0.17% | 加仓 |
 道明尼能源D |
| 0.33% | 0.34% | $47.4万 | 6,943股 | $42.8万 | 6,926股 | +17股+0.25% | 加仓 |
| SSANDISK COMSNDK |
| 0.31% | — | $45.5万 | 200股 | $0 | 0股 | +200股 | 新买入 |
 礼来LLY |
| 0.31% | 0.27% | $44.9万 | 374股 | $34.1万 | 371股 | +3股+0.81% | 加仓 |
| T赛默飞世尔TMO |
| 0.31% | 0.35% | $44.2万 | 882股 | $43.6万 | 887股 | -5股-0.56% | 减仓 |
 西部数据WDC |
| 0.3% | — | $43.4万 | 679股 | $0 | 0股 | +679股 | 新买入 |
| BBANK OF AMERBAC |
| 0.29% | 0.29% | $42.7万 | 7,498股 | $36.7万 | 7,534股 | -36股-0.48% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.37% | $42.0万 | 1,189股 | $46.2万 | 1,612股 | -423股-26.24% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.25% | 0.37% | $35.8万 | 2,906股 | $46.0万 | 2,925股 | -19股-0.65% | 减仓 |
 雪佛龙CVX |
| 0.24% | 0.45% | $34.2万 | 2,066股 | $56.3万 | 2,720股 | -654股-24.04% | 减仓 |
 Globe LifeGL |
| 0.23% | 0.21% | $34.0万 | 1,903股 | $26.5万 | 1,903股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.22% | 0.24% | $31.7万 | 2,005股 | $29.5万 | 1,993股 | +12股+0.60% | 加仓 |
 思科CSCO |
| 0.21% | 0.16% | $30.6万 | 2,608股 | $20.2万 | 2,603股 | +5股+0.19% | 加仓 |
 摩根大通JPM |
| 0.2% | 0.2% | $29.4万 | 897股 | $25.6万 | 869股 | +28股+3.22% | 加仓 |
 LOWES COS COMLOW |
| 0.2% | 0.25% | $28.6万 | 1,298股 | $31.2万 | 1,320股 | -22股-1.67% | 减仓 |
| G通用动力VTI |
| 0.19% | 0.2% | $28.2万 | 762股 | $24.4万 | 760股 | +2股+0.26% | 加仓 |
| J摩根大通交易所交易基金JVAL |
| 0.19% | 0.18% | $27.7万 | 4,721股 | $23.0万 | 4,704股 | +17股+0.36% | 加仓 |
 博通AVGO |
| 0.19% | 0.17% | $27.2万 | 719股 | $21.1万 | 681股 | +38股+5.58% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 0.18% | 0.18% | $26.4万 | 3,646股 | $22.3万 | 3,637股 | +9股+0.25% | 加仓 |
 波音BA |
| 0.18% | 0.19% | $26.3万 | 1,216股 | $24.1万 | 1,212股 | +4股+0.33% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.17% | 0.19% | $24.9万 | 1,052股 | $24.0万 | 1,117股 | -65股-5.82% | 减仓 |
 恩智浦NXPI |
| 0.16% | — | $22.9万 | 814股 | $0 | 0股 | +814股 | 新买入 |
 甲骨文ORCL |
| 0.15% | 0.17% | $21.8万 | 1,487股 | $21.5万 | 1,463股 | +24股+1.64% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.15% | 0.16% | $21.4万 | 1,407股 | $20.5万 | 1,406股 | +1股+0.07% | 加仓 |
 百事可乐PEP |
| 0.15% | 0.23% | $21.1万 | 1,558股 | $29.2万 | 1,878股 | -320股-17.04% | 减仓 |
| MMITSUBISHI UFJ FINANCIAL SPONSORED ADSMUFG |
| 0.14% | 0.14% | $20.9万 | 1.1万股 | $17.8万 | 1.1万股 | 00.00% | 持仓不变 |
