| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 11.4% | 9.78% | $1,624.2万 | 46.7万股 | $1,191.5万 | 39.1万股 | +7.6万股+19.43% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 10.46% | 9.15% | $1,490.8万 | 44.1万股 | $1,115.5万 | 38.3万股 | +5.8万股+15.04% | 加仓 |
| B贝莱德ETF信托DYNF |
| 8.16% | 7.83% | $1,162.5万 | 17.1万股 | $954.0万 | 16.4万股 | +6,964股+4.25% | 加仓 |
| S嘉信策略信托SCHF |
| 6.11% | 7.67% | $870.9万 | 31.4万股 | $934.5万 | 37.8万股 | -6.3万股-16.73% | 减仓 |
| V先锋领航·TOTALBND |
| 5.74% | 6.17% | $818.1万 | 11.1万股 | $751.9万 | 10.2万股 | +9,332股+9.14% | 加仓 |
| IiShares安硕信托GJS |
| 5.7% | 6.02% | $812.1万 | 35.6万股 | $733.3万 | 32.0万股 | +3.6万股+11.37% | 加仓 |
| IiShares安硕信托MTUM |
| 5.09% | 4.17% | $725.5万 | 2.1万股 | $508.0万 | 2.1万股 | -8股-0.04% | 减仓 |
| B贝莱德ETF信托BAI |
| 4.67% | 3.87% | $665.1万 | 12.6万股 | $471.1万 | 14.3万股 | -1.7万股-11.77% | 减仓 |
| IiShares安硕IEMG |
| 3.88% | 5.71% | $552.6万 | 6.7万股 | $695.5万 | 10.0万股 | -3.3万股-33.10% | 减仓 |
| B贝莱德ETF信托BLCR |
| 2.95% | — | $420.3万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
| B贝莱德·ETF TRUST IIBINC |
| 2.78% | 3.8% | $396.2万 | 7.6万股 | $462.8万 | 8.9万股 | -1.3万股-15.05% | 减仓 |
| JJohn Hancock Exchange-Traded Fund TrustJHMB |
| 2.75% | 2.99% | $391.3万 | 17.8万股 | $363.8万 | 16.5万股 | +1.3万股+7.89% | 加仓 |
| B贝莱德ETF信托IALT |
| 2.59% | — | $369.6万 | 13.2万股 | $0 | 0股 | +13.2万股 | 新买入 |
| B贝莱德·ETF TRUST IIGGOV |
| 2.43% | — | $346.3万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 再生元REGN |
| 2.18% | 3.3% | $311.3万 | 4,992股 | $402.6万 | 5,211股 | -219股-4.20% | 减仓 |
 苹果AAPL |
| 1.99% | 2.03% | $283.0万 | 9,779股 | $248.0万 | 9,772股 | +7股+0.07% | 加仓 |
| IiShares安硕信托GVI |
| 1.81% | 1.42% | $257.9万 | 2.4万股 | $173.3万 | 1.6万股 | +7,638股+46.79% | 加仓 |
| GGlobal X基金SHLD |
| 1.72% | 1.95% | $245.1万 | 4.1万股 | $237.8万 | 3.4万股 | +7,487股+22.31% | 加仓 |
| IInnovator ETF信托JAJL |
| 1.71% | 1.94% | $243.3万 | 8.1万股 | $236.3万 | 8.1万股 | +44股+0.05% | 加仓 |
| V先锋领航指数基金VOO |
| 1.62% | 1.62% | $231.4万 | 3,369股 | $196.9万 | 3,295股 | +74股+2.25% | 加仓 |
| IINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARYZFEB |
| 1.1% | 1.26% | $156.8万 | 6.0万股 | $153.2万 | 6.0万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 1.01% | 1.26% | $143.9万 | 3,905股 | $153.0万 | 3,556股 | +349股+9.81% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.86% | 0.81% | $121.9万 | 1,633股 | $99.0万 | 1,523股 | +110股+7.22% | 加仓 |
| IiShares安硕信托GVI |
| 0.76% | 1.06% | $107.9万 | 1.0万股 | $129.6万 | 1.2万股 | -2,033股-16.70% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.64% | 4.13% | $91.9万 | 4,187股 | $503.0万 | 2.6万股 | -2.2万股-84.03% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.62% | 0.7% | $88.7万 | 1.2万股 | $84.8万 | 1.3万股 | -787股-5.95% | 减仓 |
 埃克森美孚XOM |
| 0.6% | 0.97% | $85.3万 | 6,241股 | $118.8万 | 7,001股 | -760股-10.86% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.54% | 0.46% | $76.8万 | 1.5万股 | $55.9万 | 1.1万股 | +3,968股+35.38% | 加仓 |
| V先锋领航指数基金VUG |
| 0.5% | 0.45% | $71.7万 | 8,323股 | $55.1万 | 1,262股 | +7,061股+559.51% | 加仓 |
| IiShares安硕信托IWD |
| 0.5% | 0.5% | $71.5万 | 2,950股 | $60.6万 | 2,837股 | +113股+3.98% | 加仓 |
| DDirexion股票ETF信托SOXL |
| 0.47% | — | $66.7万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
 思科CSCO |
| 0.46% | 0.36% | $65.6万 | 5,585股 | $43.3万 | 5,585股 | 00.00% | 持仓不变 |
| S道富SPYV |
| 0.44% | 0.48% | $63.1万 | 1.0万股 | $58.7万 | 1.0万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.44% | 0.45% | $62.9万 | 2,500股 | $54.4万 | 2,500股 | 00.00% | 持仓不变 |
| IINNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO APRIL 2028AAPR |
| 0.43% | 0.49% | $60.9万 | 2.1万股 | $59.5万 | 2.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.39% | 0.44% | $55.6万 | 2,331股 | $53.1万 | 2,551股 | -220股-8.62% | 减仓 |
| I景顺QQQ信托VOO |
| 0.36% | 0.28% | $50.6万 | 687股 | $34.1万 | 591股 | +96股+16.24% | 加仓 |
 康宁GLW |
| 0.31% | 0.18% | $43.8万 | 1,715股 | $22.0万 | 1,615股 | +100股+6.19% | 加仓 |
| IiShares安硕信托AGG |
| 0.3% | 0.34% | $42.9万 | 4,331股 | $41.1万 | 4,143股 | +188股+4.54% | 加仓 |
| BBANK OF AMERBAC |
| 0.28% | 0.28% | $39.9万 | 6,997股 | $33.9万 | 6,963股 | +34股+0.49% | 加仓 |
 家得宝HD |
| 0.24% | 0.26% | $33.8万 | 957股 | $31.4万 | 956股 | +1股+0.10% | 加仓 |
| IiShares安硕信托IVV |
| 0.22% | 0.23% | $31.5万 | 420股 | $27.5万 | 420股 | 00.00% | 持仓不变 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN |
| 0.21% | 0.23% | $30.3万 | 6,126股 | $28.3万 | 6,126股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.2% | 0.21% | $29.0万 | 785股 | $25.2万 | 785股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.2% | 0.21% | $28.8万 | 552股 | $25.6万 | 552股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.2% | 0.23% | $28.5万 | 763股 | $28.1万 | 758股 | +5股+0.66% | 加仓 |
| IiShares安硕信托AOA |
| 0.2% | 0.21% | $28.2万 | 2,891股 | $25.6万 | 2,891股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.18% | 0.19% | $25.5万 | 780股 | $22.9万 | 779股 | +1股+0.13% | 加仓 |
 沃尔玛WMT |
| 0.18% | 0.23% | $25.3万 | 2,237股 | $27.7万 | 2,228股 | +9股+0.40% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.17% | 0.18% | $24.3万 | 4,073股 | $22.0万 | 4,073股 | 00.00% | 持仓不变 |
