| V先锋领航指数基金VOO |
| 44.15% | 6.92% | $2.34亿 | 34.1万股 | $1,795.2万 | 30.1万股 | +4.0万股+13.21% | 加仓 |
| V先锋领航指数基金VB |
| 6.89% | 4.62% | $3,653.2万 | 12.1万股 | $1,197.3万 | 9.4万股 | +2.6万股+27.70% | 加仓 |
| BBNY MELLON ETF TRUST US LRG CP COREBKLC |
| 6.51% | 11.74% | $3,448.6万 | 34.4万股 | $3,044.6万 | 26.3万股 | +8.1万股+30.59% | 加仓 |
| SSPDR道富指数基金SPDW |
| 6.12% | 10.35% | $3,245.6万 | 88.5万股 | $2,683.8万 | 74.4万股 | +14.1万股+18.89% | 加仓 |
| BBondBloxx ETF Trust Bloomberg Six MNXHLF |
| 4.73% | 10.33% | $2,509.0万 | 49.9万股 | $2,679.6万 | 53.2万股 | -3.4万股-6.31% | 减仓 |
| IiShares安硕信托SGOV |
| 4.25% | 9.07% | $2,254.1万 | 27.5万股 | $2,352.7万 | 28.4万股 | -9,364股-3.30% | 减仓 |
| IiShares安硕信托IVV |
| 2.92% | 5.29% | $1,549.1万 | 2.1万股 | $1,371.4万 | 2.1万股 | -310股-1.48% | 减仓 |
| V先锋领航·MIDVO |
| 2.49% | 4.59% | $1,317.2万 | 23.0万股 | $1,190.3万 | 8.5万股 | +14.5万股+171.94% | 加仓 |
| SSPDR道富指数基金SPEM |
| 2.41% | 4.51% | $1,278.8万 | 33.8万股 | $1,170.0万 | 31.0万股 | +2.8万股+8.89% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.07% | 3.84% | $1,098.6万 | 16.4万股 | $996.3万 | 14.1万股 | +2.3万股+16.36% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.25% | 2.22% | $663.8万 | 8,888股 | $574.8万 | 8,838股 | +50股+0.57% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.2% | 0.31% | $636.9万 | 12.6万股 | $80.3万 | 1.6万股 | +11.0万股+693.36% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.15% | 1.33% | $609.3万 | 8.6万股 | $345.6万 | 5.4万股 | +3.2万股+58.55% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.08% | 1.74% | $573.1万 | 4.8万股 | $452.3万 | 4.6万股 | +1,972股+4.27% | 加仓 |
 苹果AAPL |
| 1.05% | 1.89% | $557.4万 | 1.9万股 | $490.1万 | 1.9万股 | -47股-0.24% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN |
| 0.97% | 1.85% | $512.5万 | 10.4万股 | $480.0万 | 10.4万股 | -510股-0.49% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTBUX |
| 0.81% | — | $429.4万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
| S道富SPYV |
| 0.81% | 1.42% | $427.8万 | 7.0万股 | $367.0万 | 6.5万股 | +5,509股+8.49% | 加仓 |
| S道富SPYM |
| 0.67% | 1.2% | $357.7万 | 4.1万股 | $311.5万 | 4.1万股 | +5股+0.01% | 加仓 |
| IInnovator ETF信托IJAN |
| 0.59% | 1.16% | $314.3万 | 8.3万股 | $301.1万 | 8.3万股 | -465股-0.56% | 减仓 |
| IiShares安硕信托IEFA |
| 0.54% | 0.83% | $283.5万 | 2.9万股 | $214.3万 | 2.4万股 | +5,692股+24.05% | 加仓 |
| IINNOVATOR ETFSBUFF |
| 0.41% | 0.77% | $216.0万 | 4.1万股 | $199.5万 | 4.0万股 | +634股+1.57% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.39% | 0.72% | $206.7万 | 3.5万股 | $186.8万 | 3.5万股 | +67股+0.19% | 加仓 |
| IINNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARYDDFJ |
| 0.35% | — | $187.9万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
| IiShares安硕信托IVW |
| 0.29% | 0.04% | $155.4万 | 1.1万股 | $11.3万 | 996股 | +1.0万股+1,034.54% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.28% | 0.72% | $149.8万 | 4,946股 | $187.9万 | 7,909股 | -2,963股-37.46% | 减仓 |
| IINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARYKJAN |
| 0.26% | 0.49% | $139.4万 | 3.1万股 | $128.2万 | 3.1万股 | -172股-0.56% | 减仓 |
 英伟达NVDA |
| 0.26% | 0.57% | $138.0万 | 6,899股 | $146.9万 | 8,425股 | -1,526股-18.11% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.22% | 0.26% | $116.6万 | 6,118股 | $66.6万 | 5,014股 | +1,104股+22.02% | 加仓 |
| S嘉信策略信托SCHR |
| 0.22% | 0.85% | $115.7万 | 4.7万股 | $219.2万 | 8.8万股 | -4.1万股-46.67% | 减仓 |
| IINNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARYNJAN |
| 0.22% | 0.4% | $114.3万 | 1.9万股 | $103.9万 | 1.9万股 | -109股-0.56% | 减仓 |
| IINNOVATOR ETFS TRUST EMRGNG MKT JANEJAN |
| 0.21% | 0.41% | $113.5万 | 3.2万股 | $107.6万 | 3.2万股 | -178股-0.56% | 减仓 |
| IiShares安硕IEMG |
| 0.21% | 0.38% | $113.1万 | 1.4万股 | $97.6万 | 1.4万股 | -342股-2.44% | 减仓 |
| S嘉信策略信托SCHF |
| 0.21% | 0.37% | $109.2万 | 3.9万股 | $97.0万 | 3.9万股 | +236股+0.60% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.18% | 0.3% | $92.8万 | 3,090股 | $77.0万 | 3,103股 | -13股-0.42% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.15% | 0.27% | $78.6万 | 1,505股 | $69.7万 | 1,505股 | 00.00% | 持仓不变 |
 SIMON PPTY NEW COMSPG |
| 0.14% | 0.24% | $75.4万 | 3,370股 | $62.7万 | 3,361股 | +9股+0.27% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.14% | 0.39% | $74.5万 | 3.1万股 | $100.6万 | 4.1万股 | -1.1万股-25.59% | 减仓 |
 谷歌AGOOGL |
| 0.13% | 0.22% | $69.9万 | 1,957股 | $56.3万 | 1,957股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.13% | 0.24% | $67.1万 | 6,458股 | $62.7万 | 6,458股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.12% | 0.21% | $63.1万 | 2,648股 | $54.3万 | 2,608股 | +40股+1.53% | 加仓 |
| BBONDBLOXX SHORT DURATION ETFTAXX |
| 0.12% | 0.28% | $62.8万 | 1.2万股 | $72.5万 | 1.4万股 | -1,975股-13.76% | 减仓 |
| IiShares安硕信托EEM |
| 0.11% | 0.18% | $55.7万 | 8,144股 | $46.2万 | 8,144股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.09% | 0.17% | $49.0万 | 2,234股 | $42.9万 | 2,234股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.09% | 0.17% | $48.5万 | 689股 | $45.1万 | 2.7万股 | -2.6万股-97.44% | 减仓 |
 埃克森美孚XOM |
| 0.09% | 0.23% | $47.9万 | 3,506股 | $59.5万 | 3,506股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEI |
| 0.08% | 0.27% | $41.7万 | 3,552股 | $69.5万 | 5,856股 | -2,304股-39.34% | 减仓 |
| IiShares安硕信托ITA |
| 0.07% | 0.13% | $36.3万 | 1,496股 | $32.7万 | 1,496股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.07% | 0.13% | $35.9万 | 717股 | $34.4万 | 717股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.07% | 0.12% | $35.3万 | 6,129股 | $31.6万 | 6,537股 | -408股-6.24% | 减仓 |
