 苹果AAPL |
| 6.72% | 6.61% | $5,826.6万 | 20.1万股 | $5,088.5万 | 20.1万股 | +858股+0.43% | 加仓 |
| S嘉信策略信托SCHD |
| 4.46% | 4.73% | $3,871.2万 | 122.1万股 | $3,646.1万 | 118.8万股 | +3.2万股+2.73% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.07% | 3.92% | $3,527.0万 | 104.2万股 | $3,019.1万 | 103.6万股 | +5,830股+0.56% | 加仓 |
 亚马逊AMZN |
| 3.76% | 3.68% | $3,261.9万 | 13.7万股 | $2,836.0万 | 13.6万股 | +690股+0.51% | 加仓 |
| I景顺QQQ信托VOO |
| 3.67% | 3.22% | $3,184.4万 | 4.3万股 | $2,482.8万 | 4.3万股 | +227股+0.53% | 加仓 |
 英伟达NVDA |
| 3.1% | 3% | $2,692.2万 | 13.5万股 | $2,309.6万 | 13.2万股 | +2,119股+1.60% | 加仓 |
| G通用动力VTI |
| 2.89% | 2.72% | $2,511.7万 | 6.8万股 | $2,095.6万 | 6.5万股 | +2,552股+3.91% | 加仓 |
 谷歌AGOOGL |
| 2.83% | 2.55% | $2,451.7万 | 6.9万股 | $1,960.7万 | 6.8万股 | +420股+0.62% | 加仓 |
| IiShares安硕信托IVV |
| 2.71% | 2.61% | $2,350.7万 | 3.1万股 | $2,007.5万 | 3.1万股 | +655股+2.13% | 加仓 |
| WWisdomTree信托DGRW |
| 2.44% | 2.48% | $2,115.8万 | 22.1万股 | $1,906.8万 | 21.7万股 | +4,195股+1.93% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.05% | 2.13% | $1,782.4万 | 7.5万股 | $1,640.6万 | 7.6万股 | -957股-1.25% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.88% | 1.83% | $1,633.5万 | 2.2万股 | $1,409.9万 | 2.2万股 | +195股+0.90% | 加仓 |
 微软MSFT |
| 1.85% | 2.04% | $1,607.7万 | 4.3万股 | $1,568.8万 | 4.2万股 | +718股+1.69% | 加仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 1.8% | 1.97% | $1,561.7万 | 45.6万股 | $1,517.0万 | 45.3万股 | +2,405股+0.53% | 加仓 |
| V先锋领航指数基金VB |
| 1.69% | 1.68% | $1,464.1万 | 4.8万股 | $1,291.3万 | 4.9万股 | -1,001股-2.03% | 减仓 |
| IInnovator·U.S. EQUITY 10 BUFFER ETF - QUARTERLYZALT |
| 1.62% | 1.75% | $1,409.7万 | 41.6万股 | $1,349.7万 | 41.6万股 | +403股+0.10% | 加仓 |
| SSPDR道富系列信托SDY |
| 1.61% | 1.77% | $1,396.9万 | 9.2万股 | $1,365.9万 | 9.4万股 | -1,796股-1.92% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.25% | 1.27% | $1,084.5万 | 11.0万股 | $980.8万 | 10.4万股 | +6,361股+6.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.2% | 1.05% | $1,039.8万 | 2.9万股 | $808.7万 | 2.8万股 | +1,237股+4.39% | 加仓 |
| V先锋领航·MIDVO |
| 1.19% | 1.2% | $1,031.8万 | 12.8万股 | $926.8万 | 3.2万股 | +9.6万股+296.82% | 加仓 |
| S嘉信策略信托SCHF |
| 1.12% | 1.13% | $972.3万 | 35.1万股 | $872.3万 | 35.2万股 | -1,436股-0.41% | 减仓 |
 博通AVGO |
| 1.09% | 1% | $945.0万 | 2.5万股 | $766.7万 | 2.5万股 | +244股+0.98% | 加仓 |
| V先锋领航指数基金VOO |
| 1.06% | 0.95% | $918.1万 | 1.3万股 | $732.0万 | 1.2万股 | +1,117股+9.12% | 加仓 |
 Meta平台META |
| 1.02% | 1.13% | $886.3万 | 1.6万股 | $871.1万 | 1.5万股 | +508股+3.34% | 加仓 |
 迈威尔MRVL |
| 1% | 0.38% | $871.7万 | 2.9万股 | $292.2万 | 2.9万股 | -237股-0.80% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.94% | 0.92% | $811.7万 | 16.1万股 | $706.5万 | 14.0万股 | +2.1万股+14.97% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.72% | 0.73% | $627.0万 | 2.9万股 | $564.8万 | 2.9万股 | +38股+0.13% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC |
| 0.69% | 0.73% | $598.6万 | 13.0万股 | $560.1万 | 13.2万股 | -1,350股-1.02% | 减仓 |
 贝莱德·ETF TRUST IIBIP |
| 0.66% | 0.7% | $576.0万 | 15.6万股 | $537.9万 | 15.8万股 | -1,827股-1.16% | 减仓 |
| F富达Covington信托FBCG |
| 0.65% | 0.52% | $565.3万 | 9.1万股 | $396.7万 | 7.9万股 | +1.2万股+15.00% | 加仓 |
 家得宝HD |
| 0.64% | 0.68% | $556.4万 | 1.6万股 | $525.0万 | 1.6万股 | -187股-1.17% | 减仓 |
 VisaV |
| 0.64% | 0.64% | $554.5万 | 1.6万股 | $490.5万 | 1.6万股 | -69股-0.43% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.67% | $529.2万 | 1.1万股 | $515.0万 | 1.1万股 | -170股-1.58% | 减仓 |
| A美国世纪ETF信托AVLV |
| 0.6% | 0.56% | $516.8万 | 5.7万股 | $430.8万 | 5.3万股 | +3,218股+6.02% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.58% | 0.55% | $503.3万 | 4.1万股 | $423.9万 | 9,940股 | +3.1万股+307.75% | 加仓 |
 礼来LLY |
| 0.57% | 0.48% | $491.6万 | 4,099股 | $367.9万 | 4,000股 | +99股+2.48% | 加仓 |
 埃克森美孚XOM |
| 0.56% | 0.78% | $486.1万 | 3.6万股 | $600.4万 | 3.5万股 | +165股+0.47% | 加仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 0.56% | 0.51% | $486.0万 | 13.0万股 | $390.4万 | 12.4万股 | +6,102股+4.93% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.55% | 0.5% | $478.4万 | 16.5万股 | $387.2万 | 15.4万股 | +1.1万股+7.08% | 加仓 |
| IiShares安硕·COREIJH |
| 0.55% | 0.56% | $473.4万 | 6.1万股 | $435.0万 | 6.4万股 | -3,019股-4.69% | 减仓 |
| IInnovator ETF信托PNOV |
| 0.5% | 0.53% | $435.8万 | 9.8万股 | $404.4万 | 9.9万股 | -700股-0.71% | 减仓 |
| I景顺自营指数基金BSCQ |
| 0.5% | 0.6% | $434.1万 | 22.2万股 | $463.2万 | 23.7万股 | -1.5万股-6.24% | 减仓 |
| I景顺自营指数基金BSCR |
| 0.5% | 0.57% | $430.5万 | 21.9万股 | $439.6万 | 22.4万股 | -4,551股-2.03% | 减仓 |
 摩根大通JPM |
| 0.45% | 0.45% | $391.6万 | 1.2万股 | $343.6万 | 1.2万股 | +282股+2.41% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.45% | 0.53% | $391.1万 | 4.7万股 | $404.8万 | 4.9万股 | -1,599股-3.27% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.44% | 0.44% | $382.8万 | 4.5万股 | $338.0万 | 4.4万股 | +942股+2.15% | 加仓 |
 卡特彼勒CAT |
| 0.43% | 0.32% | $375.7万 | 3,528股 | $249.2万 | 3,517股 | +11股+0.31% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN |
| 0.43% | 0.45% | $374.2万 | 7.6万股 | $348.8万 | 7.6万股 | 00.00% | 持仓不变 |
| TT ROWE PRICE EXCHANGE-TRADEDTBUX |
| 0.42% | 0.46% | $361.9万 | 7.3万股 | $350.7万 | 7.0万股 | +2,228股+3.16% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.39% | 0.41% | $341.7万 | 4.5万股 | $318.7万 | 4.2万股 | +3,033股+7.20% | 加仓 |
