| SSPDR标普500 ETFSPY |
| 33.02% | 29.9% | $6,178.8万 | 8.3万股 | $4,801.7万 | 7.4万股 | +8,907股+12.06% | 加仓 |
| V先锋领航指数基金VOO |
| 8.01% | 7.16% | $1,498.0万 | 2.0万股 | $1,148.9万 | 2.0万股 | +436股+2.19% | 加仓 |
| S嘉信策略信托SCHD |
| 5.75% | 6.35% | $1,075.0万 | 33.9万股 | $1,019.4万 | 33.2万股 | +6,768股+2.04% | 加仓 |
 苹果AAPL |
| 5.71% | 5.83% | $1,068.9万 | 3.7万股 | $935.5万 | 3.7万股 | +78股+0.21% | 加仓 |
| F富兰克林邓普顿ETF信托FLHY |
| 5.52% | 5.62% | $1,032.4万 | 42.5万股 | $902.1万 | 37.4万股 | +5.1万股+13.74% | 加仓 |
| SSPDR行业精选信托XLF |
| 4.59% | 4.76% | $858.6万 | 16.0万股 | $764.1万 | 15.5万股 | +5,388股+3.48% | 加仓 |
 亚马逊AMZN |
| 3.69% | 3.74% | $689.9万 | 2.9万股 | $599.9万 | 2.9万股 | +140股+0.49% | 加仓 |
 波音BA |
| 3.34% | 3.59% | $625.4万 | 2.9万股 | $576.5万 | 2.9万股 | -77股-0.27% | 减仓 |
| V先锋领航STAR基金VXUS |
| 3.25% | 3.38% | $608.0万 | 7.1万股 | $542.9万 | 7.0万股 | +714股+1.01% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG |
| 3.01% | 3.29% | $564.0万 | 12.4万股 | $528.5万 | 12.4万股 | -124股-0.10% | 减仓 |
 微软MSFT |
| 2.92% | 3.38% | $545.8万 | 1.5万股 | $543.0万 | 1.5万股 | -36股-0.25% | 减仓 |
| IInnovator ETF信托PMAY |
| 2.84% | 3.09% | $531.4万 | 12.9万股 | $496.8万 | 12.4万股 | +4,284股+3.44% | 加仓 |
 埃克森美孚XOM |
| 2.83% | 3.51% | $529.0万 | 3.9万股 | $563.7万 | 3.3万股 | +5,470股+16.46% | 加仓 |
| IiShares安硕信托IVV |
| 2.48% | 2.44% | $463.3万 | 6,187股 | $392.3万 | 6,006股 | +181股+3.01% | 加仓 |
| IINNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBERBNOV |
| 2.06% | 2.16% | $384.8万 | 8.0万股 | $346.2万 | 8.0万股 | 00.00% | 持仓不变 |
| IInnovator ETF信托BFEB |
| 1.97% | 2.08% | $368.4万 | 7.0万股 | $333.9万 | 7.0万股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 1.96% | — | $366.0万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 美光科技MU |
| 1.28% | 0.32% | $240.2万 | 2,081股 | $51.2万 | 1,516股 | +565股+37.27% | 加仓 |
| V先锋领航指数基金VUG |
| 0.94% | 0.9% | $176.8万 | 2.1万股 | $144.2万 | 3,301股 | +1.7万股+521.78% | 加仓 |
 谷歌AGOOGL |
| 0.69% | 0.74% | $128.8万 | 3,603股 | $118.3万 | 4,115股 | -512股-12.44% | 减仓 |
 西部数据WDC |
| 0.51% | — | $95.8万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
 英伟达NVDA |
| 0.45% | 1% | $83.7万 | 4,182股 | $160.1万 | 9,182股 | -5,000股-54.45% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.44% | 0.45% | $82.0万 | 5,191股 | $72.1万 | 4,866股 | +325股+6.68% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.44% | $60.7万 | 1,214股 | $71.1万 | 1,483股 | -269股-18.14% | 减仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 0.29% | 0.34% | $55.0万 | 1.9万股 | $54.0万 | 1.9万股 | 00.00% | 持仓不变 |
| PPacer基金信托COWZ |
| 0.19% | 0.26% | $36.0万 | 5,784股 | $41.7万 | 6,665股 | -881股-13.22% | 减仓 |
 VisaV |
| 0.18% | 2.25% | $33.6万 | 979股 | $361.4万 | 1.2万股 | -1.1万股-91.81% | 减仓 |
 VertivVRT |
| 0.18% | — | $33.5万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 0.16% | 0.18% | $30.8万 | 1,700股 | $28.1万 | 1,700股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.16% | — | $29.8万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| SSPDR行业精选信托XLE |
| 0.15% | — | $28.9万 | 5,439股 | $0 | 0股 | +5,439股 | 新买入 |
| WWisdomTree信托DGRW |
| 0.14% | 0.15% | $25.8万 | 2,700股 | $23.7万 | 2,700股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.13% | — | $23.5万 | 492股 | $0 | 0股 | +492股 | 新买入 |
 NUVEEN PREFERRED INCOMEJPC |
| 0.12% | 0.08% | $23.3万 | 3.0万股 | $13.0万 | 1.7万股 | +1.2万股+72.08% | 加仓 |
 雷神技术RTX |
| 0.12% | — | $22.7万 | 1,199股 | $0 | 0股 | +1,199股 | 新买入 |
| IiShares安硕信托IVW |
| 0.12% | — | $21.8万 | 1,585股 | $0 | 0股 | +1,585股 | 新买入 |
| S嘉信·USSCHX |
| 0.12% | — | $21.6万 | 7,343股 | $0 | 0股 | +7,343股 | 新买入 |
 GE航空GE |
| 0.12% | — | $21.5万 | 576股 | $0 | 0股 | +576股 | 新买入 |
 Meta平台META |
| 0.11% | 0.14% | $20.2万 | 358股 | $22.0万 | 385股 | -27股-7.01% | 减仓 |
 PIMCO CORPORATE & INCOMEPTY |
| 0.08% | — | $14.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| PPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHSPDO |
| 0.07% | — | $13.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
