| IiShares安硕·MSCI EAFE ETFEFA |
| 13.37% | 13.84% | $1,835.4万 | 17.7万股 | $1,705.2万 | 17.6万股 | +1,126股+0.64% | 加仓 |
| IInnovator·U.S. EQUITY 10 BUFFER ETF - QUARTERLYZALT |
| 9.34% | 9.82% | $1,282.8万 | 37.9万股 | $1,209.2万 | 37.3万股 | +6,228股+1.67% | 加仓 |
| F第一信托交易所交易基金VIFHDG |
| 8.96% | 9.12% | $1,230.5万 | 34.0万股 | $1,123.8万 | 33.3万股 | +7,034股+2.12% | 加仓 |
| G通用动力VTI |
| 7.05% | 6.48% | $967.6万 | 2.6万股 | $798.4万 | 2.5万股 | +1,261股+5.07% | 加仓 |
强生JNJ |
| 3.87% | 4.15% | $530.6万 | 2.1万股 | $510.7万 | 2.1万股 | +1股+0.00% | 加仓 |
| F第一信托交易所交易基金VIBUFQ |
| 3.18% | 3.18% | $436.0万 | 11.1万股 | $391.8万 | 11.1万股 | +91股+0.08% | 加仓 |
| IiShares安硕·COREIJH |
| 2.7% | 2.42% | $370.7万 | 4.8万股 | $298.1万 | 4.4万股 | +3,937股+8.92% | 加仓 |
谷歌AGOOGL |
| 2.35% | 2.16% | $322.6万 | 9,028股 | $265.8万 | 9,243股 | -215股-2.33% | 减仓 |
Meta平台META |
| 2.25% | 2.59% | $308.8万 | 5,483股 | $319.2万 | 5,579股 | -96股-1.72% | 减仓 |
| S道富SPYM |
| 2.19% | 2.1% | $300.9万 | 3.4万股 | $259.0万 | 3.4万股 | +397股+1.17% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.93% | 1.96% | $264.7万 | 1.1万股 | $241.6万 | 1.1万股 | -43股-0.38% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.72% | 1.37% | $236.7万 | 2.8万股 | $168.6万 | 2.2万股 | +5,830股+26.67% | 加仓 |
英伟达NVDA |
| 1.67% | 1.67% | $229.2万 | 1.1万股 | $205.9万 | 1.2万股 | -352股-2.98% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.65% | 1.45% | $226.2万 | 3,029股 | $178.9万 | 2,751股 | +278股+10.11% | 加仓 |
波音BA |
| 1.64% | 1.87% | $225.2万 | 1.0万股 | $230.9万 | 1.2万股 | -1,201股-10.35% | 减仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 1.51% | 1.31% | $207.4万 | 4.1万股 | $161.9万 | 3.2万股 | +9,062股+28.06% | 加仓 |
埃克森美孚XOM |
| 1.48% | 2.05% | $203.1万 | 1.5万股 | $252.1万 | 1.5万股 | -3股-0.02% | 减仓 |
亚马逊AMZN |
| 1.46% | 1.47% | $201.1万 | 8,436股 | $180.6万 | 8,670股 | -234股-2.70% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 1.46% | 1.37% | $201.0万 | 2.5万股 | $169.2万 | 2.5万股 | +15股+0.06% | 加仓 |
| PProShares信托ISPY |
| 1.37% | 1.23% | $187.6万 | 3.9万股 | $152.0万 | 3.5万股 | +3,860股+11.01% | 加仓 |
礼来LLY |
| 1.32% | 1.12% | $180.6万 | 1,506股 | $138.4万 | 1,505股 | +1股+0.07% | 加仓 |
| IiShares安硕信托IVV |
| 1.28% | 1.26% | $175.8万 | 2,348股 | $155.3万 | 2,377股 | -29股-1.22% | 减仓 |
| IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB |
| 1.26% | 1.2% | $172.6万 | 1.8万股 | $147.5万 | 1.8万股 | +202股+1.14% | 加仓 |
苹果AAPL |
| 1.25% | 1.29% | $172.1万 | 5,946股 | $158.6万 | 6,248股 | -302股-4.83% | 减仓 |
NETFLIXNFLX |
| 1.17% | 1.74% | $161.1万 | 2.3万股 | $214.8万 | 2.2万股 | +224股+1.00% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.14% | 1.05% | $156.8万 | 5,219股 | $128.8万 | 5,192股 | +27股+0.52% | 加仓 |
| V先锋领航·TOTALBND |
| 1.01% | 0.88% | $139.0万 | 1.9万股 | $108.7万 | 1.5万股 | +4,168股+28.23% | 加仓 |
微软MSFT |
| 0.92% | 1.03% | $126.7万 | 3,396股 | $126.4万 | 3,415股 | -19股-0.56% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.9% | 0.61% | $122.9万 | 4,056股 | $74.6万 | 3,140股 | +916股+29.17% | 加仓 |
| IINNOVATOR ETFS TRUSTDDTO |
| 0.89% | 0.88% | $121.7万 | 5.3万股 | $108.2万 | 5.1万股 | +2,004股+3.93% | 加仓 |
| BBANK OF AMERBAC |
| 0.79% | 0.84% | $108.3万 | 1.9万股 | $103.6万 | 2.1万股 | -2,234股-10.52% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 0.76% | 0.61% | $104.5万 | 2.4万股 | $75.4万 | 1.9万股 | +5,092股+26.62% | 加仓 |
| IInnovator ETF信托IBUF |
| 0.67% | 0.67% | $91.8万 | 2.9万股 | $82.9万 | 2.8万股 | +1,100股+3.92% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.6% | $90.7万 | 2,566股 | $74.3万 | 2,590股 | -24股-0.93% | 减仓 |
| AAvantis·U SAVUV |
| 0.65% | 0.56% | $88.7万 | 7,112股 | $69.4万 | 6,284股 | +828股+13.18% | 加仓 |
| F第一信托交易所交易基金VIFNOV |
| 0.64% | 0.65% | $87.7万 | 1.5万股 | $80.0万 | 1.5万股 | 00.00% | 持仓不变 |
万豪MAR |
| 0.6% | 0.59% | $82.5万 | 2,227股 | $72.9万 | 2,230股 | -3股-0.13% | 减仓 |
| V先锋领航指数基金VOO |
| 0.6% | 0.52% | $82.0万 | 1,114股 | $64.3万 | 1,114股 | 00.00% | 持仓不变 |
摩根大通JPM |
| 0.53% | 0.53% | $73.3万 | 2,240股 | $65.8万 | 2,238股 | +2股+0.09% | 加仓 |
| IINNOVATOR ETFS TRUSTEBUF |
| 0.52% | 0.51% | $71.1万 | 2.2万股 | $62.6万 | 2.1万股 | +1,100股+5.18% | 加仓 |
LOWES COS COMLOW |
| 0.51% | 0.67% | $70.3万 | 3,188股 | $82.6万 | 3,495股 | -307股-8.78% | 减仓 |
美敦力MDT |
| 0.5% | 0.61% | $68.3万 | 8,724股 | $75.7万 | 8,741股 | -17股-0.19% | 减仓 |
| Q高通QCOM |
| 0.47% | 0.39% | $64.4万 | 3,488股 | $48.1万 | 3,737股 | -249股-6.66% | 减仓 |
| IINNOVATOR ETFS TRUST US EQUITY ACCELEXDSQ |
| 0.45% | 0.46% | $61.7万 | 1.4万股 | $56.9万 | 1.4万股 | -3股-0.02% | 减仓 |
| F第一信托交易所交易基金VIFOCT |
| 0.42% | 0.44% | $58.2万 | 1.1万股 | $53.9万 | 1.1万股 | -172股-1.52% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.42% | 0.33% | $58.2万 | 9,747股 | $40.5万 | 7,500股 | +2,247股+29.96% | 加仓 |
| FFIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST US EQUITY ENHANCE AND MODERATE BUFFER ETF JUNEXJUN |
| 0.39% | 0.42% | $53.4万 | 1.2万股 | $51.7万 | 1.2万股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金VIFDEC |
| 0.39% | 0.39% | $52.9万 | 9,718股 | $48.3万 | 9,718股 | 00.00% | 持仓不变 |
特斯拉TSLA |
| 0.36% | 0.35% | $49.6万 | 1,180股 | $42.8万 | 1,152股 | +28股+2.43% | 加仓 |
| N新纪元能源NEE |
| 0.35% | 0.41% | $48.1万 | 5,478股 | $51.0万 | 5,489股 | -11股-0.20% | 减仓 |