| V先锋领航指数基金VV |
| 27.61% | 26.27% | $4.38亿 | 127.3万股 | $3.71亿 | 124.1万股 | +3.2万股+2.59% | 加仓 |
| IiShares安硕信托IEFA |
| 8.65% | 9.2% | $1.37亿 | 141.9万股 | $1.30亿 | 143.5万股 | -1.5万股-1.08% | 减仓 |
| IInnovator·U.S. EQUITY 10 BUFFER ETF - QUARTERLYZALT |
| 8.34% | 10.72% | $1.32亿 | 390.1万股 | $1.51亿 | 466.2万股 | -76.1万股-16.32% | 减仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 5.5% | 7.67% | $8,712.4万 | 254.2万股 | $1.08亿 | 323.4万股 | -69.1万股-21.38% | 减仓 |
| SSPDR道富系列信托SPTM |
| 4.96% | 4.82% | $7,866.7万 | 86.6万股 | $6,807.1万 | 86.1万股 | +5,472股+0.64% | 加仓 |
| V先锋领航指数基金VB |
| 4.26% | 3.47% | $6,755.9万 | 22.3万股 | $4,904.4万 | 18.7万股 | +3.6万股+19.03% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 4.24% | 4.3% | $6,714.9万 | 52.5万股 | $6,063.7万 | 55.3万股 | -2.7万股-4.96% | 减仓 |
| IiShares安硕·COREIJH |
| 3.91% | 3.86% | $6,198.7万 | 80.4万股 | $5,453.8万 | 80.8万股 | -3,737股-0.46% | 减仓 |
 AMERICAN FINANCIALAFG |
| 3.03% | 3.11% | $4,805.0万 | 34.3万股 | $4,385.2万 | 34.3万股 | -5股-0.00% | 减仓 |
| V先锋领航·MIDVO |
| 2.97% | 2.94% | $4,705.9万 | 58.4万股 | $4,145.6万 | 14.4万股 | +44.0万股+304.61% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.52% | 2.01% | $4,001.1万 | 97.0万股 | $2,841.7万 | 72.9万股 | +24.1万股+32.98% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 2.42% | 2.62% | $3,839.7万 | 80.4万股 | $3,693.9万 | 77.1万股 | +3.3万股+4.23% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.32% | 2.53% | $3,679.1万 | 47.2万股 | $3,567.8万 | 45.5万股 | +1.7万股+3.78% | 加仓 |
| J摩根大通交易所交易基金JPLD |
| 2.29% | — | $3,632.9万 | 69.6万股 | $0 | 0股 | +69.6万股 | 新买入 |
 宝洁PG |
| 1.79% | 1.99% | $2,844.8万 | 19.4万股 | $2,809.1万 | 19.4万股 | -483股-0.25% | 减仓 |
| DDimensional维度ETF信托DFVX |
| 1.26% | 1.41% | $1,991.3万 | 24.2万股 | $1,997.2万 | 26.9万股 | -2.7万股-9.91% | 减仓 |
 苹果AAPL |
| 1.12% | 1.09% | $1,769.6万 | 6.1万股 | $1,535.7万 | 5.9万股 | +2,517股+4.29% | 加仓 |
| IiShares安硕信托IDEV |
| 0.93% | 0.9% | $1,480.3万 | 16.6万股 | $1,272.7万 | 15.2万股 | +1.4万股+9.21% | 加仓 |
| IiShares安硕IEMG |
| 0.8% | 0.77% | $1,261.7万 | 15.2万股 | $1,088.8万 | 15.6万股 | -3,793股-2.43% | 减仓 |
| RRBB FDTBIL |
| 0.7% | 0.86% | $1,105.8万 | 22.2万股 | $1,215.5万 | 24.4万股 | -2.2万股-9.02% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.58% | 0.54% | $913.3万 | 22.7万股 | $765.2万 | 22.6万股 | +1,138股+0.50% | 加仓 |
 礼来LLY |
| 0.5% | 0.36% | $787.2万 | 6,563股 | $507.6万 | 5,519股 | +1,044股+18.92% | 加仓 |
| IiShares安硕信托EFG |
| 0.43% | 0.49% | $678.3万 | 5.5万股 | $686.7万 | 6.2万股 | -7,144股-11.59% | 减仓 |
| AAPA公司APA |
| 0.4% | 0.59% | $639.1万 | 19.6万股 | $832.4万 | 19.6万股 | +90股+0.05% | 加仓 |
 英伟达NVDA |
| 0.4% | 0.34% | $636.8万 | 3.2万股 | $476.8万 | 2.7万股 | +4,488股+16.42% | 加仓 |
 微软MSFT |
| 0.35% | 0.34% | $549.2万 | 1.5万股 | $482.8万 | 1.3万股 | +1,683股+12.91% | 加仓 |
 亚马逊AMZN |
| 0.33% | 0.25% | $524.5万 | 2.2万股 | $350.0万 | 1.7万股 | +5,201股+30.95% | 加仓 |
 谷歌AGOOGL |
| 0.31% | 0.2% | $485.0万 | 1.4万股 | $282.6万 | 9,827股 | +3,744股+38.10% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.26% | 0.27% | $409.9万 | 5,488股 | $378.0万 | 7,153股 | -1,665股-23.28% | 减仓 |
| IiShares安硕·COREIJR |
| 0.23% | 0.22% | $361.3万 | 2.4万股 | $304.2万 | 2.4万股 | -106股-0.43% | 减仓 |
 摩根大通JPM |
| 0.2% | 0.19% | $315.0万 | 9,622股 | $266.6万 | 9,064股 | +558股+6.16% | 加仓 |
 强生JNJ |
| 0.16% | 0.18% | $259.4万 | 1.0万股 | $248.2万 | 1.0万股 | +63股+0.62% | 加仓 |
 博通AVGO |
| 0.16% | 0.12% | $252.0万 | 6,672股 | $174.8万 | 5,649股 | +1,023股+18.11% | 加仓 |
 默沙东MRK |
| 0.15% | 0.15% | $237.3万 | 1.8万股 | $217.3万 | 1.8万股 | +402股+2.23% | 加仓 |
 CINTAS COMCTAS |
| 0.15% | 0.17% | $233.3万 | 1.4万股 | $233.6万 | 1.4万股 | -95股-0.69% | 减仓 |
| IInnovator ETF信托BOCT |
| 0.15% | 0.15% | $232.9万 | 4.4万股 | $210.8万 | 4.4万股 | 00.00% | 持仓不变 |
| S道富SPMD |
| 0.15% | 0.15% | $232.0万 | 3.4万股 | $216.9万 | 3.7万股 | -2,292股-6.26% | 减仓 |
| G通用动力VTI |
| 0.14% | 0.13% | $224.2万 | 6,058股 | $186.5万 | 5,812股 | +246股+4.23% | 加仓 |
 GE航空GE |
| 0.14% | 0.11% | $224.1万 | 5,997股 | $153.7万 | 5,417股 | +580股+10.71% | 加仓 |
| IInnovator ETF信托BJUL |
| 0.14% | 0.15% | $223.7万 | 4.1万股 | $207.1万 | 4.2万股 | -507股-1.22% | 减仓 |
| IiShares安硕信托IVV |
| 0.14% | 0.13% | $215.5万 | 2,878股 | $183.8万 | 2,814股 | +64股+2.27% | 加仓 |
| I景顺QQQ信托VOO |
| 0.13% | 0.1% | $208.9万 | 2,836股 | $136.7万 | 2,369股 | +467股+19.71% | 加仓 |
 泛林集团LRCX |
| 0.12% | 0.06% | $189.4万 | 4,370股 | $86.3万 | 4,041股 | +329股+8.14% | 加仓 |
| V先锋领航指数基金VOO |
| 0.1% | 0.1% | $158.3万 | 2,305股 | $141.8万 | 2,373股 | -68股-2.87% | 减仓 |
 埃克森美孚XOM |
| 0.1% | 0.13% | $155.6万 | 1.1万股 | $188.5万 | 1.1万股 | +274股+2.47% | 加仓 |
| IInnovator ETF信托PMAY |
| 0.09% | 0.1% | $147.2万 | 3.6万股 | $142.4万 | 3.6万股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 0.09% | 0.09% | $139.8万 | 2.3万股 | $121.9万 | 2.3万股 | -290股-1.24% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.09% | 0.09% | $138.3万 | 2,764股 | $127.5万 | 2,660股 | +104股+3.91% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.09% | 0.09% | $136.3万 | 1.9万股 | $122.6万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IUSV |
| 0.08% | 0.09% | $134.2万 | 1.2万股 | $130.0万 | 1.3万股 | -531股-4.18% | 减仓 |
