| J骏利亨德森JAAA |
| 9.62% | 10.6% | $2,375.9万 | 47.1万股 | $2,311.4万 | 45.9万股 | +1.2万股+2.55% | 加仓 |
| IINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARYKJAN |
| 9.12% | 9.69% | $2,253.2万 | 49.4万股 | $2,112.8万 | 50.6万股 | -1.3万股-2.49% | 减仓 |
| IiShares安硕信托DGRO |
| 7.11% | 7.41% | $1,756.5万 | 23.2万股 | $1,616.3万 | 23.0万股 | +1,457股+0.63% | 加仓 |
| F第一信托交易所交易基金IIIFSMB |
| 5.46% | 6.27% | $1,348.6万 | 67.5万股 | $1,367.8万 | 68.5万股 | -1.1万股-1.55% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTEDOW |
| 4.94% | 5.44% | $1,220.8万 | 28.6万股 | $1,187.5万 | 29.3万股 | -7,625股-2.60% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 4.77% | 5.13% | $1,177.4万 | 23.7万股 | $1,120.2万 | 22.5万股 | +1.2万股+5.17% | 加仓 |
| IiShares安硕信托IMCG |
| 4.14% | 3.68% | $1,022.2万 | 10.4万股 | $802.9万 | 10.2万股 | +2,059股+2.02% | 加仓 |
 Innovator ETF信托KMI |
| 3.78% | 4.13% | $933.8万 | 28.1万股 | $901.1万 | 28.5万股 | -3,326股-1.17% | 减仓 |
| I景顺交易所交易基金IIXMLV |
| 3.6% | 3.78% | $889.4万 | 13.4万股 | $823.9万 | 13.1万股 | +3,249股+2.48% | 加仓 |
| IiShares安硕信托IVV |
| 3.32% | 3.27% | $820.0万 | 1.1万股 | $712.6万 | 1.1万股 | +40股+0.37% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 3.06% | 3.31% | $754.9万 | 42.2万股 | $722.2万 | 40.7万股 | +1.5万股+3.76% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 3.01% | 3.03% | $744.3万 | 5.2万股 | $661.7万 | 5.3万股 | -426股-0.81% | 减仓 |
 美光科技MU |
| 2.31% | 1.32% | $570.2万 | 4,940股 | $288.5万 | 8,540股 | -3,600股-42.15% | 减仓 |
 AMERICAN INTL COM NEWAIG |
| 2.2% | 2.52% | $544.0万 | 7.3万股 | $549.2万 | 7.3万股 | 00.00% | 持仓不变 |
| FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG |
| 2.01% | 2.15% | $495.3万 | 9.8万股 | $469.0万 | 9.6万股 | +1,794股+1.86% | 加仓 |
| IiShares安硕信托ICSH |
| 1.88% | 2% | $464.5万 | 9.2万股 | $436.9万 | 8.6万股 | +5,454股+6.32% | 加仓 |
 HEICOHEI |
| 1.44% | 1.25% | $354.7万 | 9,957股 | $273.0万 | 9,957股 | 00.00% | 持仓不变 |
| SSANDISK COMSNDK |
| 1.38% | 0.44% | $341.1万 | 1,500股 | $95.3万 | 1,500股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.2% | 0.94% | $295.3万 | 1.0万股 | $206.0万 | 8,115股 | +2,089股+25.74% | 加仓 |
 西部数据WDC |
| 1.17% | 0.56% | $288.3万 | 4,513股 | $122.1万 | 4,513股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.08% | 1.48% | $267.9万 | 2.0万股 | $322.3万 | 1.9万股 | +598股+3.15% | 加仓 |
 CHUBB LIMITEDCB |
| 0.88% | 0.51% | $217.9万 | 6,393股 | $110.4万 | 3,388股 | +3,005股+88.70% | 加仓 |
 HEICO NEW CL AHEI |
| 0.84% | 0.78% | $208.2万 | 8,074股 | $170.4万 | 8,074股 | 00.00% | 持仓不变 |
 TREVI THERAPEUTICSTRVI |
| 0.6% | 0.43% | $147.3万 | 7.9万股 | $94.2万 | 7.9万股 | 00.00% | 持仓不变 |
| IInnovator ETF信托KJUN |
| 0.57% | 0.47% | $139.8万 | 4.7万股 | $102.3万 | 3.6万股 | +1.1万股+29.49% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.5% | 0.53% | $123.4万 | 2.3万股 | $116.2万 | 2.4万股 | -518股-2.20% | 减仓 |
 万豪MAR |
| 0.48% | 0.48% | $119.1万 | 3,215股 | $105.0万 | 3,209股 | +6股+0.19% | 加仓 |
| GGOOSEHEAD INS INC CLASS AGSHD |
| 0.48% | 0.48% | $119.0万 | 2.5万股 | $104.7万 | 2.5万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.47% | 0.42% | $115.2万 | 1,564股 | $92.6万 | 1,605股 | -41股-2.55% | 减仓 |
 微软MSFT |
| 0.41% | 0.34% | $101.7万 | 2,726股 | $75.2万 | 2,033股 | +693股+34.09% | 加仓 |
 霍尼韦尔HON |
| 0.37% | 0.84% | $90.4万 | 4,036股 | $182.5万 | 8,072股 | -4,036股-50.00% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.36% | — | $89.2万 | 4,036股 | $0 | 0股 | +4,036股 | 新买入 |
| IINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRILKAPR |
| 0.36% | 0.37% | $88.9万 | 2.2万股 | $81.7万 | 2.3万股 | -189股-0.84% | 减仓 |
 英伟达NVDA |
| 0.35% | 0.35% | $87.5万 | 4,375股 | $75.4万 | 4,324股 | +51股+1.18% | 加仓 |
 GE航空GE |
| 0.34% | 0.29% | $83.1万 | 2,223股 | $63.1万 | 2,223股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.32% | 0.37% | $78.3万 | 4,722股 | $81.3万 | 3,929股 | +793股+20.18% | 加仓 |
 谷歌AGOOGL |
| 0.28% | 0.15% | $68.7万 | 1,922股 | $33.5万 | 1,164股 | +758股+65.12% | 加仓 |
 摩根大通JPM |
| 0.27% | 0.14% | $67.3万 | 2,057股 | $29.6万 | 1,006股 | +1,051股+104.47% | 加仓 |
 英特尔INTC |
| 0.27% | 0.08% | $66.3万 | 4,752股 | $17.1万 | 3,875股 | +877股+22.63% | 加仓 |
| IInnovator ETF信托IMAR |
| 0.26% | 0.09% | $64.6万 | 2.1万股 | $18.9万 | 6,496股 | +1.5万股+226.86% | 加仓 |
| IInnovator ETF信托ISEP |
| 0.25% | 0.27% | $60.8万 | 1.8万股 | $58.5万 | 1.8万股 | -278股-1.56% | 减仓 |
 GE VernovaGEV |
| 0.24% | 0.21% | $60.2万 | 513股 | $45.6万 | 523股 | -10股-1.91% | 减仓 |
 BNY MELLON STRATEGIC MUN BDDSM |
| 0.23% | 0.25% | $57.3万 | 9.3万股 | $55.2万 | 9.2万股 | +1,242股+1.35% | 加仓 |
 威瑞森VZ |
| 0.22% | 0.27% | $55.5万 | 1.3万股 | $58.0万 | 1.2万股 | +1,561股+13.52% | 加仓 |
| F第一信托交易所交易基金VIXDEC |
| 0.22% | 0.23% | $53.7万 | 1.3万股 | $49.5万 | 1.2万股 | +265股+2.16% | 加仓 |
 FIRST BK WILLIAMSTOWN NEW JERS COMFRBA |
| 0.22% | 0.22% | $53.2万 | 3.0万股 | $48.0万 | 3.0万股 | +15股+0.05% | 加仓 |
| IInnovator ETF信托IJAN |
| 0.22% | 0.23% | $53.2万 | 1.4万股 | $50.7万 | 1.4万股 | 00.00% | 持仓不变 |
| IInnovator ETF信托KAUG |
| 0.22% | 0.24% | $53.1万 | 1.9万股 | $52.4万 | 2.0万股 | -1,006股-5.14% | 减仓 |
| AAT&TT |
| 0.21% | 0.35% | $53.1万 | 2.6万股 | $75.7万 | 2.6万股 | -455股-1.74% | 减仓 |
| IIBMIBM |
| 0.21% | 0.19% | $53.0万 | 1,886股 | $42.2万 | 1,740股 | +146股+8.39% | 加仓 |
