| V先锋领航指数基金VOO |
| 9.47% | 9.04% | $4,297.9万 | 6.3万股 | $3,632.0万 | 6.1万股 | +1,797股+2.96% | 加仓 |
| I景顺QQQ信托VOO |
| 3.99% | 3.76% | $1,810.2万 | 2.5万股 | $1,509.3万 | 2.6万股 | -1,567股-5.99% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.78% | 3.76% | $1,714.2万 | 7.2万股 | $1,512.8万 | 7.0万股 | +2,105股+2.99% | 加仓 |
| V先锋领航指数基金VUG |
| 3.6% | 3.39% | $1,633.8万 | 19.0万股 | $1,360.7万 | 3.1万股 | +15.9万股+508.83% | 加仓 |
| IINNOVATOR U.S. EQUITY BUFFER ETF - APRILBAPR |
| 3.52% | 3.6% | $1,599.6万 | 30.0万股 | $1,447.2万 | 29.5万股 | +4,859股+1.64% | 加仓 |
| IInnovator ETF信托BJAN |
| 3.52% | 3.53% | $1,596.5万 | 27.1万股 | $1,418.0万 | 26.6万股 | +5,292股+1.99% | 加仓 |
| IInnovator ETF信托BJUL |
| 3.49% | 3.54% | $1,586.3万 | 29.2万股 | $1,420.9万 | 28.6万股 | +6,092股+2.13% | 加仓 |
| IInnovator ETF信托BOCT |
| 3.46% | 3.47% | $1,572.4万 | 29.7万股 | $1,393.8万 | 29.0万股 | +6,092股+2.10% | 加仓 |
 苹果AAPL |
| 3.31% | 3.28% | $1,501.9万 | 5.2万股 | $1,319.7万 | 5.2万股 | -95股-0.18% | 减仓 |
| V先锋领航指数基金VB |
| 3.13% | 3.05% | $1,419.1万 | 4.7万股 | $1,223.8万 | 4.7万股 | +95股+0.20% | 加仓 |
| S道富SPIB |
| 3.07% | 3.28% | $1,391.8万 | 41.6万股 | $1,319.2万 | 39.3万股 | +2.3万股+5.75% | 加仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 2.78% | 2.88% | $1,262.9万 | 25.1万股 | $1,158.2万 | 22.9万股 | +2.1万股+9.30% | 加仓 |
| S嘉信策略信托SCHD |
| 2.68% | 2.78% | $1,216.7万 | 38.4万股 | $1,116.3万 | 36.4万股 | +2.0万股+5.45% | 加仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 2.65% | 2.91% | $1,201.8万 | 62.3万股 | $1,168.4万 | 61.5万股 | +8,100股+1.32% | 加仓 |
 谷歌AGOOGL |
| 2.07% | 1.89% | $938.6万 | 2.6万股 | $758.4万 | 2.6万股 | -111股-0.42% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.89% | 1.57% | $857.5万 | 4.5万股 | $629.0万 | 4.7万股 | -2,318股-4.90% | 减仓 |
 英伟达NVDA |
| 1.86% | 1.85% | $842.6万 | 4.2万股 | $741.5万 | 4.3万股 | -405股-0.95% | 减仓 |
| G通用动力VTI |
| 1.74% | 1.7% | $789.1万 | 2.1万股 | $683.1万 | 2.1万股 | +31股+0.15% | 加仓 |
 微软MSFT |
| 1.64% | 1.62% | $744.7万 | 2.0万股 | $652.3万 | 1.8万股 | +2,344股+13.30% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.24% | 1.45% | $562.0万 | 11.1万股 | $582.8万 | 11.5万股 | -4,033股-3.50% | 减仓 |
 礼来LLY |
| 1.2% | 1.04% | $545.0万 | 4,544股 | $418.6万 | 4,551股 | -7股-0.15% | 减仓 |
 摩根大通JPM |
| 1.15% | 1.15% | $521.4万 | 1.6万股 | $463.9万 | 1.6万股 | +161股+1.02% | 加仓 |
 PALO ALTOPANW |
| 1.11% | 0.64% | $503.3万 | 1.5万股 | $257.4万 | 1.6万股 | -1,296股-8.07% | 减仓 |
 亚马逊AMZN |
| 1.02% | 1.15% | $460.9万 | 1.9万股 | $461.6万 | 2.2万股 | -2,826股-12.75% | 减仓 |
| IiShares安硕信托ICSH |
| 0.94% | 0.99% | $428.4万 | 8.5万股 | $396.0万 | 7.8万股 | +6,478股+8.28% | 加仓 |
 强生JNJ |
| 0.94% | 1.01% | $426.3万 | 1.7万股 | $405.0万 | 1.7万股 | +218股+1.32% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.77% | 0.77% | $349.0万 | 4,673股 | $309.2万 | 4,754股 | -81股-1.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.75% | 0.68% | $338.2万 | 9,573股 | $274.6万 | 9,572股 | +1股+0.01% | 加仓 |
 博通AVGO |
| 0.67% | 0.63% | $304.6万 | 8,063股 | $251.2万 | 8,117股 | -54股-0.67% | 减仓 |
 Meta平台META |
| 0.66% | 1.04% | $301.5万 | 5,352股 | $416.4万 | 7,277股 | -1,925股-26.45% | 减仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 0.66% | 0.44% | $297.8万 | 8.7万股 | $175.4万 | 5.2万股 | +3.4万股+65.76% | 加仓 |
 VisaV |
| 0.63% | 0.61% | $284.7万 | 8,298股 | $243.8万 | 8,067股 | +231股+2.86% | 加仓 |
 好市多COST |
| 0.6% | 0.71% | $271.1万 | 2,898股 | $284.4万 | 2,854股 | +44股+1.54% | 加仓 |
| GGlobal X基金PFFV |
| 0.56% | 0.59% | $256.2万 | 11.6万股 | $236.9万 | 10.9万股 | +7,783股+7.17% | 加仓 |
 特斯拉TSLA |
| 0.56% | 0.46% | $254.7万 | 6,056股 | $185.5万 | 4,991股 | +1,065股+21.34% | 加仓 |
 雪佛龙CVX |
| 0.56% | 0.81% | $253.7万 | 1.5万股 | $325.6万 | 1.6万股 | -430股-2.73% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY BUF SEPBSEP |
| 0.55% | 0.57% | $250.7万 | 4.8万股 | $228.6万 | 4.8万股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.54% | 0.67% | $243.8万 | 7.3万股 | $268.8万 | 7.0万股 | +3,272股+4.68% | 加仓 |
| Q高通QCOM |
| 0.52% | 0.44% | $234.6万 | 1.3万股 | $176.0万 | 1.4万股 | -973股-7.12% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.49% | 0.54% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 0.49% | 0.54% | $221.7万 | 2.3万股 | $215.1万 | 2.3万股 | -250股-1.10% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.45% | 0.49% | $203.9万 | 3.6万股 | $197.1万 | 3.5万股 | +1,336股+3.84% | 加仓 |
| FFRST TST CALIFORNIA MUN HIGH INCFCAL |
| 0.41% | 0.4% | $187.3万 | 3.8万股 | $160.1万 | 3.3万股 | +4,975股+15.19% | 加仓 |
| BBANK OF AMERBAC |
| 0.41% | 0.39% | $185.3万 | 3.3万股 | $158.1万 | 3.2万股 | +86股+0.27% | 加仓 |
 迪士尼DIS |
| 0.4% | 0.41% | $182.8万 | 1.9万股 | $164.5万 | 1.7万股 | +1,921股+11.25% | 加仓 |
| IINNOVATOR U.S. EQUITY BUFFER ETF - MAYBMAY |
| 0.39% | 0.42% | $177.5万 | 3.7万股 | $168.2万 | 3.7万股 | 00.00% | 持仓不变 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 0.39% | 0.38% | $177.3万 | 7.8万股 | $152.6万 | 6.7万股 | +1.1万股+16.43% | 加仓 |
| AARK·ETF TRARKK |
| 0.39% | 0.37% | $176.7万 | 2.2万股 | $147.9万 | 2.2万股 | -25股-0.11% | 减仓 |
| IInnovator ETF信托BMAR |
| 0.39% | 0.4% | $175.0万 | 3.0万股 | $159.4万 | 3.0万股 | 00.00% | 持仓不变 |
| IInnovator ETF信托BFEB |
| 0.38% | 0.39% | $174.2万 | 3.3万股 | $157.8万 | 3.3万股 | 00.00% | 持仓不变 |
