| G通用动力VTI |
| 15.49% | 15.23% | $3,967.8万 | 10.7万股 | $3,477.8万 | 10.8万股 | -1,179股-1.09% | 减仓 |
 微软MSFT |
| 7.58% | 7.82% | $1,941.5万 | 5.2万股 | $1,785.1万 | 4.8万股 | +3,824股+7.93% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 6.22% | 5.68% | $1,594.6万 | 38.7万股 | $1,296.0万 | 33.3万股 | +5.4万股+16.21% | 加仓 |
| A美国世纪ETF信托AVUS |
| 5.52% | 5.71% | $1,414.6万 | 11.0万股 | $1,302.9万 | 11.7万股 | -6,746股-5.76% | 减仓 |
 苹果AAPL |
| 4.6% | 4.8% | $1,177.6万 | 4.1万股 | $1,096.9万 | 4.3万股 | -2,524股-5.84% | 减仓 |
| I景顺QQQ信托VOO |
| 4.14% | 3.62% | $1,060.5万 | 1.4万股 | $825.9万 | 1.4万股 | +91股+0.64% | 加仓 |
| TT ROWETFLR |
| 3.6% | 3.77% | $923.5万 | 18.3万股 | $861.9万 | 17.1万股 | +1.2万股+7.04% | 加仓 |
 OKTA CLASS AOKTA |
| 3.6% | 3.85% | $923.2万 | 6.8万股 | $880.0万 | 11.2万股 | -4.4万股-39.49% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 3.47% | 3.3% | $888.2万 | 17.2万股 | $753.5万 | 16.7万股 | +4,829股+2.89% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.92% | 2.79% | $747.4万 | 1.0万股 | $636.8万 | 9,792股 | +216股+2.21% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 2.34% | 2.44% | $599.3万 | 7.3万股 | $558.2万 | 7.1万股 | +1,648股+2.31% | 加仓 |
| IiShares安硕信托DVY |
| 1.68% | 1.81% | $430.5万 | 2.8万股 | $412.9万 | 2.7万股 | +273股+1.00% | 加仓 |
| IInnovator ETF信托BFEB |
| 1.49% | 1.54% | $381.5万 | 7.2万股 | $351.5万 | 7.4万股 | -1,215股-1.65% | 减仓 |
| IINNOVATOR U.S. EQUITY BUFFER ETF - APRILBAPR |
| 1.42% | 1.69% | $363.9万 | 6.8万股 | $386.1万 | 7.9万股 | -1.1万股-13.32% | 减仓 |
 应用材料AMAT |
| 1.34% | 0.72% | $342.8万 | 4,741股 | $165.5万 | 4,841股 | -100股-2.07% | 减仓 |
| IINNOVATOR U.S. EQUITY BUFFER ETF - DECEMBERBDEC |
| 1.33% | 1.39% | $339.7万 | 6.4万股 | $317.7万 | 6.6万股 | -2,340股-3.54% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.29% | 1.33% | $330.2万 | 3.4万股 | $303.3万 | 3.4万股 | +48股+0.14% | 加仓 |
| V先锋领航白厅基金VYMI |
| 1.27% | 0.42% | $326.0万 | 3.3万股 | $95.0万 | 1.0万股 | +2.3万股+229.17% | 加仓 |
| V先锋领航全球基金VDE |
| 1.26% | 1.63% | $322.7万 | 2.1万股 | $371.3万 | 2.1万股 | +40股+0.19% | 加仓 |
 AMD超威AMD |
| 1.22% | 0.52% | $313.2万 | 5,391股 | $119.8万 | 5,891股 | -500股-8.49% | 减仓 |
| V先锋领航·MIDVO |
| 1.17% | 1.32% | $298.5万 | 3.7万股 | $301.1万 | 1.0万股 | +2.7万股+253.35% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.12% | 1.2% | $286.7万 | 5,730股 | $274.6万 | 5,730股 | 00.00% | 持仓不变 |
| IINNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBERBNOV |
| 1.1% | 1.11% | $281.7万 | 5.9万股 | $253.6万 | 5.9万股 | -25股-0.04% | 减仓 |
| IiShares安硕信托IQLT |
| 1.08% | 1.17% | $275.6万 | 5.6万股 | $267.0万 | 5.8万股 | -2,137股-3.70% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.03% | 1.11% | $265.1万 | 1.7万股 | $254.2万 | 1.7万股 | -388股-2.26% | 减仓 |
| S道富SPYM |
| 1.02% | 1% | $260.6万 | 3.0万股 | $227.5万 | 3.0万股 | -62股-0.21% | 减仓 |
 英伟达NVDA |
| 1.01% | 1.06% | $258.8万 | 1.3万股 | $242.2万 | 1.4万股 | -950股-6.84% | 减仓 |
| V先锋领航指数基金VOO |
| 0.97% | 2.26% | $248.6万 | 3,619股 | $515.0万 | 8,618股 | -4,999股-58.01% | 减仓 |
| IInnovator ETF信托BJAN |
| 0.96% | 0.98% | $246.6万 | 4.2万股 | $224.2万 | 4.2万股 | -141股-0.34% | 减仓 |
| IiShares安硕信托IVV |
| 0.88% | 0.85% | $225.2万 | 3,007股 | $194.1万 | 2,972股 | +35股+1.18% | 加仓 |
| IInnovator ETF信托BMAR |
| 0.86% | 1.02% | $221.5万 | 3.8万股 | $233.9万 | 4.5万股 | -6,120股-13.73% | 减仓 |
| IInnovator ETF信托BJUL |
| 0.84% | 1.02% | $215.9万 | 4.0万股 | $232.3万 | 4.7万股 | -7,000股-14.97% | 减仓 |
| IInnovator ETF信托IJAN |
| 0.84% | 0.9% | $215.6万 | 5.7万股 | $205.5万 | 5.7万股 | -1股-0.00% | 减仓 |
| S嘉信策略信托SCHD |
| 0.84% | 0.81% | $215.3万 | 6.8万股 | $185.5万 | 6.0万股 | +7,419股+12.27% | 加仓 |
| AALERIAN MLP IDX ETNS DUE JANUARY 28, 2044AMJB |
| 0.84% | 0.94% | $214.1万 | 6.2万股 | $214.8万 | 6.2万股 | -40股-0.06% | 减仓 |
| IINNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARYNJAN |
| 0.83% | 0.84% | $212.5万 | 3.6万股 | $192.1万 | 3.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.79% | 0.77% | $201.8万 | 1.2万股 | $175.0万 | 1.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.73% | 0.14% | $186.3万 | 7,817股 | $31.7万 | 1,523股 | +6,294股+413.26% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.64% | 0.58% | $162.7万 | 2.7万股 | $133.2万 | 2.5万股 | +2,609股+10.59% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY BUF SEPBSEP |
| 0.49% | 0.5% | $124.5万 | 2.4万股 | $113.5万 | 2.4万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.45% | 0.43% | $115.0万 | 8,696股 | $97.6万 | 8,696股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.42% | 0.49% | $107.2万 | 1.6万股 | $111.0万 | 1.8万股 | -2,000股-11.11% | 减仓 |
 强生JNJ |
| 0.42% | 0.45% | $107.2万 | 4,221股 | $103.2万 | 4,221股 | 00.00% | 持仓不变 |
| IInnovator ETF信托BOCT |
| 0.4% | 0.5% | $102.9万 | 1.9万股 | $113.9万 | 2.4万股 | -4,335股-18.26% | 减仓 |
| IINNOVATOR ETFS TRUST EMRGNG MKT JANEJAN |
| 0.38% | 0.4% | $97.2万 | 2.7万股 | $91.6万 | 2.7万股 | 00.00% | 持仓不变 |
| IINNOVATOR U.S. EQUITY BUFFER ETF - JUNEBJUN |
| 0.36% | 0.4% | $92.9万 | 1.9万股 | $90.6万 | 2.0万股 | -500股-2.55% | 减仓 |
 摩根大通JPM |
| 0.35% | 0.36% | $89.4万 | 2,730股 | $81.9万 | 2,785股 | -55股-1.97% | 减仓 |
| V先锋领航·TOTALBND |
| 0.32% | 0.24% | $80.9万 | 1.1万股 | $55.8万 | 7,576股 | +3,439股+45.39% | 加仓 |
| S嘉信策略信托SCHF |
| 0.31% | 0.32% | $79.9万 | 2.9万股 | $72.7万 | 2.9万股 | -530股-1.80% | 减仓 |
| V先锋领航全球基金VGT |
| 0.28% | 0.23% | $71.6万 | 5,987股 | $52.2万 | 748股 | +5,239股+700.40% | 加仓 |
