| SSPDR标普500 ETFSPY |
| 29.62% | 28.11% | $4,885.3万 | 6.5万股 | $4,300.4万 | 6.6万股 | -706股-1.07% | 减仓 |
| G通用动力VTI |
| 11.14% | 10.85% | $1,837.8万 | 5.0万股 | $1,659.4万 | 5.2万股 | -2,060股-3.98% | 减仓 |
| V先锋领航STAR基金VXUS |
| 5.2% | 4.97% | $857.7万 | 10.0万股 | $760.5万 | 9.9万股 | +1,709股+1.73% | 加仓 |
| V先锋领航指数基金VXF |
| 4.26% | 3.78% | $702.3万 | 2.9万股 | $579.0万 | 2.8万股 | +389股+1.38% | 加仓 |
| IiShares安硕信托IBTM |
| 4.05% | 3.52% | $667.2万 | 29.4万股 | $538.0万 | 23.5万股 | +5.9万股+25.30% | 加仓 |
| IiShares安硕信托IBTP |
| 3.42% | 3.87% | $564.3万 | 22.2万股 | $592.5万 | 23.1万股 | -8,868股-3.84% | 减仓 |
| V先锋领航全球基金ESGV |
| 3.22% | 3.16% | $531.8万 | 4.0万股 | $483.8万 | 4.3万股 | -2,875股-6.67% | 减仓 |
| IiShares安硕信托IBTH |
| 2.68% | 3.07% | $442.3万 | 19.8万股 | $469.7万 | 20.9万股 | -1.2万股-5.59% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 2.68% | 2.93% | $441.3万 | 9.3万股 | $448.7万 | 9.4万股 | -1,295股-1.37% | 减仓 |
| IiShares安硕信托XVV |
| 2.33% | 2.3% | $384.1万 | 6.8万股 | $351.9万 | 7.2万股 | -3,873股-5.42% | 减仓 |
| IiShares安硕信托IBTI |
| 2.22% | 0.02% | $365.8万 | 16.5万股 | $2.4万 | 1,056股 | +16.4万股+15,548.01% | 加仓 |
| IiShares安硕信托DMXF |
| 2.2% | 2.18% | $363.1万 | 4.3万股 | $333.4万 | 4.4万股 | -1,271股-2.88% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 2.14% | 2.07% | $352.4万 | 4.2万股 | $317.4万 | 4.2万股 | -184股-0.44% | 减仓 |
| IiShares安硕信托IVV |
| 1.31% | 1.26% | $215.9万 | 2,883股 | $192.7万 | 2,951股 | -68股-2.30% | 减仓 |
| IInnovator ETF信托PMAY |
| 1.19% | — | $195.8万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
| IiShares安硕信托EMXF |
| 1.05% | 1.06% | $173.6万 | 3.0万股 | $161.6万 | 3.4万股 | -3,819股-11.30% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.98% | 2.26% | $161.1万 | 3.0万股 | $345.4万 | 5.6万股 | -2.6万股-46.20% | 减仓 |
| IiShares安硕信托IBTQ |
| 0.94% | 0.34% | $155.8万 | 6.2万股 | $52.4万 | 2.1万股 | +4.1万股+200.14% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.91% | <0.01% | $149.4万 | 2,000股 | $2,570 | 1,000股 | +1,000股+100.00% | 加仓 |
| IInnovator ETF信托IJUN |
| 0.81% | — | $133.4万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.58% | 0.53% | $96.3万 | 1.1万股 | $81.4万 | 1,863股 | +9,322股+500.38% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.56% | 0.6% | $91.5万 | 1.6万股 | $91.9万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBTJ |
| 0.54% | 0.61% | $89.0万 | 4.1万股 | $92.7万 | 4.2万股 | -1,328股-3.13% | 减仓 |
| IiShares安硕信托XJR |
| 0.53% | 0.47% | $87.0万 | 1.6万股 | $71.8万 | 1.6万股 | +1股+0.01% | 加仓 |
 苹果AAPL |
| 0.52% | 0.52% | $85.9万 | 2,969股 | $79.6万 | 3,137股 | -168股-5.36% | 减仓 |
| IInnovator ETF信托KJUN |
| 0.52% | — | $85.7万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN |
| 0.52% | — | $85.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| GGlobal X基金XYLD |
| 0.5% | 0.52% | $82.7万 | 2.0万股 | $79.3万 | 2.0万股 | 00.00% | 持仓不变 |
 iShares安硕信托FITB |
| 0.5% | 0.47% | $82.5万 | 1.6万股 | $71.8万 | 1.6万股 | 00.00% | 持仓不变 |
| IInnovator ETF信托TJAN |
| 0.42% | 0.43% | $68.9万 | 2.5万股 | $66.4万 | 2.5万股 | 00.00% | 持仓不变 |
| IInnovator ETF信托ZAPR |
| 0.41% | 0.44% | $68.0万 | 2.6万股 | $66.6万 | 2.6万股 | 00.00% | 持仓不变 |
| IINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARYZFEB |
| 0.41% | 0.52% | $67.6万 | 2.6万股 | $79.7万 | 3.1万股 | -5,394股-17.18% | 减仓 |
| IINNOVATOR ETFS TR EQUITY DEFINED PROTN ETF - 2 YR TO JULY 2027TJUL |
| 0.4% | 0.44% | $65.8万 | 2.2万股 | $66.9万 | 2.3万股 | -1,045股-4.58% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Treasury EtfIBTK |
| 0.37% | 0.43% | $60.2万 | 3.1万股 | $65.2万 | 3.3万股 | -2,229股-6.74% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.35% | 0.21% | $58.5万 | 1,655股 | $32.6万 | 1,136股 | +519股+45.69% | 加仓 |
 VanEck ETF信托SMH |
| 0.35% | 0.22% | $57.0万 | 869股 | $33.3万 | 869股 | 00.00% | 持仓不变 |
 爱德华生命科学EW |
| 0.32% | 0.31% | $53.5万 | 5,910股 | $47.3万 | 5,910股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.32% | 0.3% | $53.2万 | 2,660股 | $46.4万 | 2,659股 | +1股+0.04% | 加仓 |
 COINBASE GLOBALCOIN |
| 0.29% | 0.37% | $47.9万 | 3,279股 | $57.3万 | 3,279股 | 00.00% | 持仓不变 |
| IIshares Trust Ibonds Dec 2031 Term Treasury EtfIBTL |
| 0.27% | 0.34% | $44.3万 | 2.2万股 | $52.4万 | 2.6万股 | -3,774股-14.68% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.23% | 0.18% | $38.6万 | 2,025股 | $26.9万 | 2,025股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.23% | 0.22% | $37.7万 | 5,289股 | $33.9万 | 5,289股 | 00.00% | 持仓不变 |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 0.23% | — | $37.4万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.22% | 0.21% | $36.7万 | 534股 | $31.9万 | 534股 | 00.00% | 持仓不变 |
| SSANDISK COMSNDK |
| 0.22% | 0.17% | $36.6万 | 161股 | $26.0万 | 409股 | -248股-60.64% | 减仓 |
 摩根大通JPM |
| 0.22% | 0.21% | $36.5万 | 1,114股 | $32.8万 | 1,114股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JPIE |
| 0.22% | 0.23% | $35.8万 | 7,773股 | $35.8万 | 7,773股 | 00.00% | 持仓不变 |
| GGLOBAL X RUSSELL 2000 COVERED CALL ETFRYLD |
| 0.2% | 0.2% | $33.5万 | 2.1万股 | $31.3万 | 2.1万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.2% | 0.16% | $32.3万 | 269股 | $24.8万 | 269股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.19% | 0.18% | $31.1万 | 596股 | $27.5万 | 594股 | +2股+0.34% | 加仓 |
