| I景顺QQQ信托VOO |
| 6.55% | 5.63% | $3,330.3万 | 4.5万股 | $2,640.8万 | 4.6万股 | -531股-1.16% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 5.18% | 5.59% | $2,631.2万 | 28.0万股 | $2,624.7万 | 28.3万股 | -2,800股-0.99% | 减仓 |
| S道富SPYM |
| 4.21% | 3.96% | $2,141.6万 | 24.4万股 | $1,859.8万 | 24.3万股 | +707股+0.29% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.98% | 3.01% | $1,516.2万 | 7.1万股 | $1,411.8万 | 7.4万股 | -2,299股-3.13% | 减仓 |
| AARCHER INVT SER TR ETF GROWTHARWG |
| 2.73% | 2.31% | $1,388.7万 | 51.6万股 | $1,085.7万 | 47.4万股 | +4.2万股+8.83% | 加仓 |
| FFT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBERGDEC |
| 2.55% | 2.67% | $1,298.5万 | 32.6万股 | $1,250.9万 | 33.8万股 | -1.2万股-3.46% | 减仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 2.22% | 2.2% | $1,127.1万 | 32.9万股 | $1,032.5万 | 30.9万股 | +2.0万股+6.59% | 加仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 1.96% | 1.79% | $995.5万 | 10.8万股 | $841.9万 | 9.8万股 | +9,946股+10.12% | 加仓 |
 礼来LLY |
| 1.95% | 1.46% | $990.9万 | 8,262股 | $686.8万 | 7,467股 | +795股+10.65% | 加仓 |
 苹果AAPL |
| 1.64% | 1.59% | $834.1万 | 2.9万股 | $748.1万 | 2.9万股 | -650股-2.21% | 减仓 |
 微软MSFT |
| 1.43% | 1.38% | $726.3万 | 1.9万股 | $648.3万 | 1.8万股 | +1,957股+11.17% | 加仓 |
 谷歌AGOOGL |
| 1.41% | 1.28% | $715.4万 | 2.0万股 | $601.3万 | 2.1万股 | -892股-4.27% | 减仓 |
| IInnovator ETF信托ZAUG |
| 1.34% | 1.47% | $683.5万 | 24.8万股 | $689.4万 | 25.9万股 | -1.1万股-4.13% | 减仓 |
| PPROLOGIS COMPLD |
| 1.32% | 1.39% | $671.1万 | 5.0万股 | $651.2万 | 4.9万股 | +272股+0.55% | 加仓 |
| F第一信托交易所交易基金FTHI |
| 1.2% | 1.15% | $610.6万 | 25.6万股 | $539.1万 | 23.5万股 | +2.1万股+8.98% | 加仓 |
 博通AVGO |
| 1.18% | 1.04% | $598.5万 | 1.6万股 | $487.4万 | 1.6万股 | +97股+0.62% | 加仓 |
| IiShares安硕信托SGOV |
| 1.1% | 0.71% | $561.1万 | 5.6万股 | $333.2万 | 3.3万股 | +2.3万股+68.40% | 加仓 |
 英伟达NVDA |
| 1.08% | 0.98% | $549.5万 | 2.7万股 | $461.2万 | 2.6万股 | +1,021股+3.86% | 加仓 |
 摩根大通JPM |
| 0.99% | 0.94% | $504.1万 | 1.5万股 | $441.8万 | 1.5万股 | +383股+2.55% | 加仓 |
| I景顺·RAFI DEVELOPED MARKETS EX-U.S. ETFPXF |
| 0.99% | 0.97% | $502.5万 | 6.6万股 | $453.8万 | 6.5万股 | +1,513股+2.33% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.94% | 1.05% | $476.2万 | 20.8万股 | $493.1万 | 21.5万股 | -7,155股-3.32% | 减仓 |
 亚马逊AMZN |
| 0.82% | 0.78% | $417.0万 | 1.7万股 | $364.4万 | 1.7万股 | +1股+0.01% | 加仓 |
 强生JNJ |
| 0.78% | 0.81% | $397.4万 | 1.6万股 | $379.9万 | 1.6万股 | +108股+0.69% | 加仓 |
 Meta平台META |
| 0.77% | 0.86% | $392.4万 | 6,966股 | $403.2万 | 7,048股 | -82股-1.16% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.73% | 0.67% | $370.6万 | 1.2万股 | $315.4万 | 1.3万股 | -387股-3.04% | 减仓 |
 QUANTA SVCSPWR |
| 0.72% | 0.6% | $367.2万 | 5,100股 | $280.0万 | 5,100股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.72% | 0.78% | $366.0万 | 1.5万股 | $366.4万 | 1.7万股 | -1,571股-9.22% | 减仓 |
| IInnovator ETF信托ZJAN |
| 0.65% | 0.69% | $330.7万 | 11.8万股 | $322.0万 | 11.8万股 | 00.00% | 持仓不变 |
| FFIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUNDFEMS |
| 0.64% | 0.67% | $326.9万 | 7.2万股 | $314.8万 | 6.9万股 | +2,500股+3.62% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.59% | 0.7% | $301.9万 | 5.3万股 | $330.2万 | 5.8万股 | -4,806股-8.25% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.58% | 0.6% | $296.5万 | 4.2万股 | $280.1万 | 4.4万股 | -2,099股-4.80% | 减仓 |
 洛克希德马丁LMT |
| 0.58% | 0.75% | $295.9万 | 5,807股 | $351.0万 | 5,807股 | 00.00% | 持仓不变 |
| IInnovator ETF信托DDFN |
| 0.58% | 0.61% | $292.6万 | 14.6万股 | $288.3万 | 15.2万股 | -6,000股-3.95% | 减仓 |
| IiShares安硕信托ITOT |
| 0.56% | 0.53% | $285.5万 | 1.7万股 | $247.5万 | 1.7万股 | +1股+0.01% | 加仓 |
| N新纪元能源NEE |
| 0.56% | 0.63% | $282.5万 | 3.2万股 | $294.3万 | 3.2万股 | +501股+1.58% | 加仓 |
| IInnovator ETF信托UAUG |
| 0.55% | 0.57% | $277.4万 | 6.6万股 | $266.9万 | 6.8万股 | -1,923股-2.83% | 减仓 |
 默沙东MRK |
| 0.54% | 0.62% | $275.7万 | 2.1万股 | $289.8万 | 2.4万股 | -2,639股-10.95% | 减仓 |
 埃克森美孚XOM |
| 0.52% | 0.68% | $264.3万 | 1.9万股 | $319.4万 | 1.9万股 | +506股+2.69% | 加仓 |
 CVS健康CVS |
| 0.5% | 0.37% | $252.6万 | 2.4万股 | $175.4万 | 2.4万股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金FSIG |
| 0.49% | 0.51% | $248.6万 | 13.2万股 | $240.5万 | 12.7万股 | +4,856股+3.82% | 加仓 |
| IiShares安硕信托IVV |
| 0.49% | 0.42% | $247.3万 | 3,303股 | $196.1万 | 3,003股 | +300股+9.99% | 加仓 |
| F第一信托·EXCH TRD ALPHDX FDNFTY |
| 0.48% | 0.56% | $242.6万 | 4.5万股 | $262.5万 | 5.1万股 | -5,869股-11.52% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.48% | 0.44% | $241.7万 | 1.9万股 | $207.5万 | 4,867股 | +1.5万股+300.00% | 加仓 |
| IINNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARYDDFJ |
| 0.47% | 0.54% | $240.5万 | 12.2万股 | $255.6万 | 13.6万股 | -1.5万股-10.70% | 减仓 |
 VisaV |
| 0.45% | 0.43% | $229.4万 | 6,685股 | $199.8万 | 6,610股 | +75股+1.13% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 0.44% | 0.46% | $221.2万 | 4.1万股 | $216.4万 | 4.0万股 | +1,105股+2.75% | 加仓 |
 万事达MA |
| 0.43% | 0.46% | $220.3万 | 4,289股 | $214.3万 | 4,289股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.42% | 0.43% | $215.9万 | 4,315股 | $199.8万 | 4,170股 | +145股+3.48% | 加仓 |
 沃尔玛WMT |
| 0.42% | 0.5% | $212.0万 | 1.9万股 | $234.4万 | 1.9万股 | -142股-0.75% | 减仓 |
| F第一信托交易所交易基金VIEDOW |
| 0.4% | 0.02% | $205.2万 | 4.8万股 | $9.1万 | 2,206股 | +4.5万股+2,061.06% | 加仓 |
