| V先锋领航指数基金VOO |
| 15.95% | 15.16% | $2,084.2万 | 3.0万股 | $1,748.8万 | 2.9万股 | +1,079股+3.69% | 加仓 |
| V先锋领航·TOTALBND |
| 9.84% | 10.76% | $1,285.4万 | 17.5万股 | $1,241.5万 | 16.9万股 | +6,506股+3.86% | 加仓 |
| IiShares安硕信托IEFA |
| 9.06% | 9.23% | $1,184.0万 | 12.3万股 | $1,065.0万 | 11.8万股 | +4,950股+4.21% | 加仓 |
| V先锋领航·MIDVO |
| 7.28% | 7.01% | $951.2万 | 11.8万股 | $808.6万 | 2.8万股 | +9.0万股+319.29% | 加仓 |
| NNORTHERN LIGHTS FD TRSFLR |
| 7.14% | 7% | $932.7万 | 24.2万股 | $807.8万 | 22.8万股 | +1.4万股+5.98% | 加仓 |
| IINNOVATOR ETFS TRUST UNCAPPED ACCLRTDXUSP |
| 6.59% | 6% | $860.8万 | 16.3万股 | $692.1万 | 15.7万股 | +6,711股+4.28% | 加仓 |
| V先锋领航指数基金VB |
| 5.65% | 5.36% | $738.1万 | 2.4万股 | $618.7万 | 2.4万股 | +727股+3.08% | 加仓 |
| C资本集团成长ETFCGGR |
| 5.4% | 5.12% | $705.2万 | 14.9万股 | $590.6万 | 14.7万股 | +2,461股+1.67% | 加仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 4.13% | 3.75% | $540.0万 | 14.4万股 | $432.3万 | 13.7万股 | +7,235股+5.28% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 4.07% | 4.57% | $532.1万 | 10.5万股 | $527.0万 | 10.6万股 | -432股-0.41% | 减仓 |
| C资本集团固定收益ETF信托CGMS |
| 3.04% | 3.29% | $396.6万 | 14.5万股 | $379.5万 | 13.9万股 | +5,757股+4.13% | 加仓 |
| IINNOVATOR ETFS TRUST INTL MAN FLO ETFIFLR |
| 3.01% | 2.96% | $392.7万 | 7.4万股 | $341.5万 | 6.8万股 | +6,246股+9.22% | 加仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 2.41% | 2.55% | $315.2万 | 9.2万股 | $294.3万 | 8.8万股 | +4,034股+4.59% | 加仓 |
| IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARYBSTP |
| 1.38% | 1.48% | $179.9万 | 4.7万股 | $170.6万 | 4.7万股 | -433股-0.92% | 减仓 |
| C资本集团固定收益ETF信托CGHM |
| 1.05% | 1.12% | $136.5万 | 5.3万股 | $129.3万 | 5.1万股 | +1,746股+3.42% | 加仓 |
| IINNOVATOR ETFS TRUST U.S. SMALL CAP MANAGED FLOOR ETFRFLR |
| 0.92% | 0.91% | $119.8万 | 3.7万股 | $104.8万 | 3.6万股 | +459股+1.27% | 加仓 |
 苹果AAPL |
| 0.82% | 0.86% | $107.8万 | 3,724股 | $99.0万 | 3,900股 | -176股-4.51% | 减仓 |
| G通用动力VTI |
| 0.81% | 0.9% | $105.8万 | 2,859股 | $103.8万 | 3,235股 | -376股-11.62% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.68% | 0.7% | $88.5万 | 3,739股 | $80.3万 | 3,733股 | +6股+0.16% | 加仓 |
| S嘉信策略信托SCHD |
| 0.6% | 0.65% | $78.9万 | 2.5万股 | $75.5万 | 2.5万股 | +285股+1.16% | 加仓 |
 AFLAC COMAFL |
| 0.58% | 0.62% | $75.9万 | 6,470股 | $71.6万 | 6,524股 | -54股-0.83% | 减仓 |
| I景顺自营指数基金BSCQ |
| 0.54% | 0.55% | $70.0万 | 3.6万股 | $63.2万 | 3.2万股 | +3,510股+10.85% | 加仓 |
| IInnovator ETF信托IJAN |
| 0.51% | 0.6% | $66.8万 | 1.8万股 | $68.8万 | 1.9万股 | -1,401股-7.39% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC |
| 0.51% | 0.53% | $66.3万 | 1.4万股 | $61.4万 | 1.4万股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCR |
| 0.49% | 0.5% | $63.9万 | 3.3万股 | $57.4万 | 2.9万股 | +3,330股+11.39% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 0.48% | 0.53% | $62.7万 | 2.4万股 | $60.6万 | 2.3万股 | +877股+3.80% | 加仓 |
| MMASTECMTZ |
| 0.43% | 0.37% | $55.5万 | 1,335股 | $43.0万 | 1,335股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCS |
| 0.42% | 0.42% | $55.1万 | 2.7万股 | $48.8万 | 2.4万股 | +3,198股+13.39% | 加仓 |
| AAMPLIFY ETF TRDIVO |
| 0.41% | 0.44% | $53.6万 | 1.2万股 | $51.0万 | 1.1万股 | +357股+3.14% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.39% | 0.59% | $51.1万 | 1.5万股 | $68.6万 | 1.8万股 | -2,513股-14.08% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.38% | 0.35% | $50.2万 | 2.1万股 | $40.8万 | 1.7万股 | +3,977股+23.64% | 加仓 |
| IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF OCTOBERUSEP |
| 0.34% | 0.36% | $44.9万 | 1.1万股 | $41.8万 | 1.1万股 | 00.00% | 持仓不变 |
| IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBERUSEP |
| 0.34% | 0.36% | $44.5万 | 1.1万股 | $41.5万 | 1.1万股 | 00.00% | 持仓不变 |
| IINNOVATOR ETFS TRUSTIAUG |
| 0.32% | 0.35% | $42.0万 | 1.4万股 | $40.2万 | 1.4万股 | -104股-0.74% | 减仓 |
 Genuine Parts Co ComGPC |
| 0.3% | — | $39.2万 | 3,319股 | $0 | 0股 | +3,319股 | 新买入 |
| IINNOVATOR ETFS TRUST NASDAQ-100 MANAGED FLOOR ETFQFLR |
| 0.27% | 0.27% | $34.9万 | 9,563股 | $31.0万 | 9,316股 | +247股+2.65% | 加仓 |
| IInnovator ETF信托BFRZ |
| 0.26% | 0.26% | $33.9万 | 1.3万股 | $29.7万 | 1.1万股 | +1,291股+11.46% | 加仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.25% | 0.26% | $32.8万 | 5,808股 | $30.4万 | 5,794股 | +14股+0.24% | 加仓 |
| IInnovator ETF信托IOCT |
| 0.24% | 0.26% | $31.7万 | 8,572股 | $30.0万 | 8,572股 | 00.00% | 持仓不变 |
| IInnovator ETF信托UMAR |
| 0.23% | 0.26% | $30.1万 | 7,131股 | $29.9万 | 7,532股 | -401股-5.32% | 减仓 |
 亚马逊AMZN |
| 0.21% | 0.23% | $28.0万 | 1,174股 | $26.8万 | 1,287股 | -113股-8.78% | 减仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.2% | 0.23% | $26.2万 | 8,267股 | $26.2万 | 8,267股 | 00.00% | 持仓不变 |
| IINNOVATOR ETFS TRUST EMRGNG MKT JANEJAN |
| 0.2% | 0.2% | $25.7万 | 7,127股 | $23.4万 | 6,892股 | +235股+3.41% | 加仓 |
| DDYCOM INDSDY |
| 0.19% | — | $25.4万 | 502股 | $0 | 0股 | +502股 | 新买入 |
| IInnovator ETF信托IFEB |
| 0.19% | 0.2% | $24.7万 | 7,911股 | $23.6万 | 7,911股 | 00.00% | 持仓不变 |
 FIFTH THIRD BANCORP COMFITB |
| 0.18% | 0.18% | $23.5万 | 4,211股 | $21.2万 | 4,623股 | -412股-8.91% | 减仓 |
| I景顺自营指数基金BSJS |
| 0.17% | 0.19% | $22.7万 | 1.0万股 | $21.5万 | 9,933股 | +496股+4.99% | 加仓 |
 家得宝HD |
| 0.17% | 0.18% | $22.2万 | 629股 | $20.7万 | 628股 | +1股+0.16% | 加仓 |
 谷歌AGOOGL |
| 0.16% | 0.18% | $21.6万 | 603股 | $21.3万 | 741股 | -138股-18.62% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.16% | 0.18% | $21.5万 | 430股 | $20.6万 | 429股 | +1股+0.23% | 加仓 |
