| SSPDR标普500 ETFSPY |
| 12.21% | — | $1,494.1万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 6.67% | 8.32% | $816.8万 | 16.2万股 | $889.4万 | 17.6万股 | -1.4万股-8.10% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 4.86% | 5.68% | $594.5万 | 5.9万股 | $607.0万 | 6.0万股 | -1,377股-2.28% | 减仓 |
 苹果AAPL |
| 4.36% | 4.4% | $533.8万 | 1.8万股 | $469.7万 | 1.9万股 | -60股-0.32% | 减仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 3.94% | 4.96% | $482.6万 | 9.6万股 | $529.9万 | 10.6万股 | -9,495股-8.98% | 减仓 |
| SSPDR道富系列信托BIL |
| 3.33% | 2.68% | $407.5万 | 4.4万股 | $286.5万 | 3.1万股 | +1.3万股+42.25% | 加仓 |
| IINNOVATOR U.S. EQUITY BUFFER ETF - APRILBAPR |
| 3.26% | 3.67% | $399.1万 | 7.5万股 | $391.8万 | 8.0万股 | -5,059股-6.32% | 减仓 |
| IInnovator ETF信托PMAR |
| 3.22% | 3.62% | $393.6万 | 8.2万股 | $386.9万 | 8.7万股 | -4,335股-5.00% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN |
| 3.17% | 3.56% | $387.5万 | 7.8万股 | $380.2万 | 8.2万股 | -4,119股-5.00% | 减仓 |
 亚马逊AMZN |
| 2.5% | 2.6% | $305.6万 | 1.3万股 | $277.7万 | 1.3万股 | -515股-3.86% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 2.32% | 2.72% | $283.7万 | 5.6万股 | $290.7万 | 5.7万股 | -1,484股-2.60% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 2.14% | 2.56% | $261.8万 | 5.2万股 | $273.1万 | 5.4万股 | -2,053股-3.82% | 减仓 |
 谷歌AGOOGL |
| 2.09% | 2% | $256.0万 | 7,163股 | $213.4万 | 7,422股 | -259股-3.49% | 减仓 |
| F第一信托交易所交易基金VIDSEP |
| 1.64% | 1.87% | $201.3万 | 4.2万股 | $200.2万 | 4.6万股 | -3,120股-6.85% | 减仓 |
 微软MSFT |
| 1.52% | 1.66% | $186.3万 | 4,995股 | $177.9万 | 4,805股 | +190股+3.95% | 加仓 |
| IInnovator ETF信托QBF |
| 1.52% | 1.99% | $185.6万 | 12.6万股 | $212.1万 | 12.4万股 | +2,167股+1.75% | 加仓 |
| SSPDR道富系列信托SDY |
| 1.36% | 1.51% | $166.3万 | 1.1万股 | $161.5万 | 1.1万股 | -136股-1.23% | 减仓 |
 AMGEN COMAMGN |
| 1.29% | 1.43% | $157.9万 | 4,361股 | $152.3万 | 4,328股 | +33股+0.76% | 加仓 |
| V先锋领航指数基金VOO |
| 1.11% | 1.07% | $135.6万 | 1,974股 | $114.8万 | 1,922股 | +52股+2.71% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 1.06% | 1.12% | $130.0万 | 2.1万股 | $119.3万 | 2.2万股 | -646股-2.95% | 减仓 |
| G通用动力VTI |
| 1.06% | 1.05% | $129.7万 | 3,504股 | $112.4万 | 3,504股 | 00.00% | 持仓不变 |
| G高盛ETF信托GBIL |
| 1.04% | 1.36% | $127.6万 | 1.3万股 | $145.4万 | 1.5万股 | -1,772股-12.21% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN |
| 1.03% | 1.18% | $126.0万 | 2.9万股 | $126.2万 | 3.0万股 | -1,027股-3.40% | 减仓 |
| IiShares安硕信托SHV |
| 1.01% | 1.43% | $123.2万 | 1.1万股 | $153.1万 | 1.4万股 | -2,699股-19.46% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.95% | 1.26% | $116.2万 | 9,441股 | $134.3万 | 8,541股 | +900股+10.54% | 加仓 |
 麦当劳MCD |
| 0.95% | 1.22% | $115.8万 | 4,285股 | $130.4万 | 4,196股 | +89股+2.12% | 加仓 |
 英伟达NVDA |
| 0.93% | 0.91% | $114.1万 | 5,703股 | $97.7万 | 5,603股 | +100股+1.78% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 0.93% | 0.94% | $114.1万 | 3,585股 | $100.1万 | 3,696股 | -111股-3.00% | 减仓 |
 沃尔玛WMT |
| 0.89% | 1.12% | $109.1万 | 9,629股 | $120.0万 | 9,653股 | -24股-0.25% | 减仓 |
 宝洁PG |
| 0.85% | 0.96% | $104.4万 | 7,118股 | $102.4万 | 7,086股 | +32股+0.45% | 加仓 |
 百事可乐PEP |
| 0.85% | 1.12% | $104.1万 | 7,691股 | $119.5万 | 7,693股 | -2股-0.03% | 减仓 |
 强生JNJ |
| 0.81% | 0.85% | $99.1万 | 3,904股 | $91.2万 | 3,733股 | +171股+4.58% | 加仓 |
 高露洁CL |
| 0.78% | 0.85% | $95.9万 | 1.0万股 | $90.8万 | 1.1万股 | -193股-1.81% | 减仓 |
 好市多COST |
| 0.78% | 0.94% | $95.6万 | 1,022股 | $99.9万 | 1,003股 | +19股+1.89% | 加仓 |
| RROLLINS COMROL |
| 0.78% | 1.07% | $95.5万 | 2.3万股 | $113.8万 | 2.1万股 | +1,586股+7.44% | 加仓 |
 Meta平台META |
| 0.77% | 0.88% | $94.4万 | 1,676股 | $94.3万 | 1,648股 | +28股+1.70% | 加仓 |
 奎斯特诊断DGX |
| 0.77% | 0.83% | $94.3万 | 4,449股 | $88.8万 | 4,529股 | -80股-1.77% | 减仓 |
 星巴克SBUX |
| 0.75% | 0.8% | $92.2万 | 9,022股 | $85.9万 | 9,593股 | -571股-5.95% | 减仓 |
 可口可乐KO |
| 0.75% | 0.82% | $92.1万 | 1.1万股 | $87.2万 | 1.1万股 | -131股-1.14% | 减仓 |
| FFASTENAL COMFAST |
| 0.75% | 0.84% | $91.9万 | 1.9万股 | $89.9万 | 1.9万股 | -254股-1.31% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.73% | 0.7% | $89.4万 | 1.9万股 | $74.7万 | 1.9万股 | +336股+1.81% | 加仓 |
 家得宝HD |
| 0.73% | 0.76% | $89.2万 | 2,530股 | $81.3万 | 2,473股 | +57股+2.30% | 加仓 |
 甲骨文ORCL |
| 0.73% | 0.84% | $88.8万 | 6,060股 | $90.1万 | 6,125股 | -65股-1.06% | 减仓 |
 斯味可SJM |
| 0.72% | 0.71% | $88.6万 | 7,872股 | $76.2万 | 7,900股 | -28股-0.35% | 减仓 |
 ADPADP |
| 0.72% | 0.74% | $87.6万 | 3,912股 | $78.9万 | 3,882股 | +30股+0.77% | 加仓 |
 ILLINOIS TOOLITW |
| 0.71% | 0.79% | $87.1万 | 3,221股 | $84.6万 | 3,251股 | -30股-0.92% | 减仓 |
 汽车地带AZO |
| 0.61% | 0.71% | $74.8万 | 234股 | $75.7万 | 224股 | +10股+4.46% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.61% | 0.63% | $74.6万 | 8,723股 | $67.3万 | 8,723股 | 00.00% | 持仓不变 |
| ZZACKS FOCUS GROWTH ETFGROZ |
| 0.61% | 0.6% | $74.5万 | 2.3万股 | $63.7万 | 2.3万股 | +349股+1.51% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.59% | 0.53% | $71.9万 | 7,479股 | $56.3万 | 7,766股 | -287股-3.70% | 减仓 |
