 百事可乐PEP |
| 5.64% | 1.78% | $698.7万 | 5.2万股 | $162.7万 | 1.0万股 | +4.1万股+392.55% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 5.28% | 6.04% | $654.4万 | 6.9万股 | $552.1万 | 5.8万股 | +1.1万股+19.63% | 加仓 |
| IiShares安硕信托TLT |
| 3.72% | 4.35% | $460.5万 | 5.3万股 | $397.5万 | 4.6万股 | +7,443股+16.23% | 加仓 |
 苹果AAPL |
| 3.05% | 3.68% | $378.0万 | 1.3万股 | $336.1万 | 1.3万股 | -179股-1.35% | 减仓 |
 伊顿ETN |
| 2.71% | 2.53% | $335.5万 | 7,873股 | $231.0万 | 6,458股 | +1,415股+21.91% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 2.67% | 3.17% | $330.5万 | 6.0万股 | $289.5万 | 5.2万股 | +7,610股+14.55% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.66% | 3.51% | $329.6万 | 5.7万股 | $320.1万 | 5.5万股 | +1,947股+3.56% | 加仓 |
 亚马逊AMZN |
| 2.58% | 2.98% | $320.1万 | 1.3万股 | $272.1万 | 1.3万股 | +368股+2.82% | 加仓 |
 联合包裹UPSUPS |
| 2.33% | 2.96% | $288.1万 | 2.7万股 | $270.0万 | 2.7万股 | -640股-2.33% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 2.09% | 2.6% | $258.5万 | 8,605股 | $237.0万 | 9,557股 | -952股-9.96% | 减仓 |
 摩根大通JPM |
| 2.03% | — | $251.2万 | 7,673股 | $0 | 0股 | +7,673股 | 新买入 |
 CrowdStrikeCRWD |
| 1.88% | 1.46% | $233.0万 | 3,053股 | $133.3万 | 3,415股 | -362股-10.60% | 减仓 |
 高露洁CL |
| 1.78% | — | $220.0万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 SOFI TECHNOLOGIES COMSOFI |
| 1.65% | 1.98% | $204.1万 | 11.4万股 | $180.5万 | 11.4万股 | +140股+0.12% | 加仓 |
 微软MSFT |
| 1.63% | 1.06% | $201.5万 | 5,403股 | $97.1万 | 2,623股 | +2,780股+105.99% | 加仓 |
 家得宝HD |
| 1.3% | 0.82% | $161.2万 | 4,569股 | $74.9万 | 2,276股 | +2,293股+100.75% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 1.24% | 1.77% | $153.9万 | 4.8万股 | $161.8万 | 4.8万股 | -144股-0.30% | 减仓 |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 1.2% | 1.23% | $148.3万 | 2.9万股 | $112.1万 | 2.2万股 | +7,131股+32.17% | 加仓 |
| IiShares安硕信托AGG |
| 1.16% | 1.62% | $143.8万 | 1.5万股 | $147.9万 | 1.5万股 | -375股-2.52% | 减仓 |
 CloudflareNET |
| 1.16% | 1.41% | $143.6万 | 5,854股 | $128.6万 | 6,234股 | -380股-6.10% | 减仓 |
 VisaV |
| 1.16% | 1.38% | $143.2万 | 4,174股 | $126.5万 | 4,184股 | -10股-0.24% | 减仓 |
 谷歌AGOOGL |
| 1.14% | 1.27% | $141.7万 | 3,964股 | $115.9万 | 4,029股 | -65股-1.61% | 减仓 |
 百时美施贵宝BMY |
| 1.09% | 1.31% | $134.6万 | 2.3万股 | $119.5万 | 2.0万股 | +3,650股+18.52% | 加仓 |
| CCONAGRA BRANDSCAG |
| 1.08% | 1.73% | $133.5万 | 9.9万股 | $157.7万 | 10.0万股 | -1,140股-1.14% | 减仓 |
 礼来LLY |
| 1.05% | — | $130.0万 | 1,084股 | $0 | 0股 | +1,084股 | 新买入 |
| IINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARYKJAN |
| 0.95% | 1.23% | $117.7万 | 2.6万股 | $112.3万 | 2.7万股 | -1,107股-4.11% | 减仓 |
| EEATON VANCE INCOME OPPORTUNITIES ETFXAGG |
| 0.94% | 0.77% | $116.9万 | 2.3万股 | $70.1万 | 1.4万股 | +9,260股+65.60% | 加仓 |
 美国电力AEP |
| 0.94% | 0.38% | $115.8万 | 8,467股 | $34.3万 | 2,617股 | +5,850股+223.54% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.93% | 1.23% | $115.8万 | 2,314股 | $112.8万 | 2,353股 | -39股-1.66% | 减仓 |
| IiShares白银信托SLV |
| 0.92% | 1.19% | $114.1万 | 2.1万股 | $108.3万 | 1.6万股 | +5,441股+34.22% | 加仓 |
 优步UBER |
| 0.9% | 1.16% | $111.9万 | 1.6万股 | $106.3万 | 1.5万股 | +725股+4.90% | 加仓 |
 GeneracGNRC |
| 0.87% | 0.79% | $107.5万 | 3,673股 | $71.7万 | 3,673股 | 00.00% | 持仓不变 |
| CCAVACAVA |
| 0.85% | 1.32% | $105.6万 | 1.3万股 | $120.8万 | 1.5万股 | -1,480股-9.91% | 减仓 |
 PPG工业PPG |
| 0.83% | — | $103.3万 | 8,514股 | $0 | 0股 | +8,514股 | 新买入 |
 ALTRIAMO |
| 0.82% | 0.86% | $101.5万 | 1.4万股 | $79.0万 | 1.2万股 | +2,138股+17.86% | 加仓 |
 道明尼能源D |
| 0.77% | 0.97% | $95.9万 | 1.4万股 | $88.7万 | 1.4万股 | -300股-2.09% | 减仓 |
 OLD REP INTLORI |
| 0.77% | 0.6% | $95.8万 | 2.3万股 | $55.0万 | 1.4万股 | +9,611股+69.67% | 加仓 |
 威瑞森VZ |
| 0.77% | 1.23% | $95.6万 | 2.3万股 | $112.6万 | 2.2万股 | +151股+0.67% | 加仓 |
 好事达ALL |
| 0.75% | — | $92.8万 | 3,900股 | $0 | 0股 | +3,900股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.75% | 0.84% | $92.7万 | 2,624股 | $76.3万 | 2,659股 | -35股-1.32% | 减仓 |
 Meta平台META |
| 0.73% | 0.61% | $91.0万 | 1,615股 | $55.6万 | 972股 | +643股+66.15% | 加仓 |
| IINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRILKAPR |
| 0.72% | 0.9% | $88.9万 | 2.2万股 | $81.9万 | 2.3万股 | -250股-1.11% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.71% | 0.8% | $87.8万 | 1,097股 | $72.8万 | 1,120股 | -23股-2.05% | 减仓 |
 AMD超威AMD |
| 0.7% | 0.58% | $86.1万 | 1,483股 | $53.0万 | 2,607股 | -1,124股-43.11% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.69% | 0.76% | $85.9万 | 506股 | $69.3万 | 401股 | +105股+26.18% | 加仓 |
 雅培ABT |
| 0.68% | 0.67% | $83.9万 | 9,246股 | $61.6万 | 5,998股 | +3,248股+54.15% | 加仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 0.66% | 0.83% | $81.6万 | 1.6万股 | $76.2万 | 1.5万股 | +1,070股+7.13% | 加仓 |
 3M COMMMM |
| 0.63% | 0.53% | $78.5万 | 4,847股 | $48.6万 | 3,347股 | +1,500股+44.82% | 加仓 |
 PAYPAL COMPYPL |
| 0.62% | 1.17% | $76.5万 | 1.8万股 | $106.8万 | 2.4万股 | -5,902股-24.99% | 减仓 |
| IINNOVATOR US SMALL CAP POWERKMAR |
| 0.62% | 0.75% | $76.3万 | 2.4万股 | $68.6万 | 2.4万股 | +150股+0.64% | 加仓 |
