CIK: 0001838226
申报总市值
US$4.4亿
仅显示前 200 大持股（共 940 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.09% | -0.03% | +34.43% | |
| 2 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 2.85% | — | +48.53% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.54% | — | -0.22% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.28% | -0.06% | +4.94% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.08% | +0.07% | +44.24% | |
| 6 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.99% | — | +23.51% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.89% | +0.04% | +295.00% | |
| 8 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-其他 | 1.81% | — | +1.73% | |
| 9 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 1.72% | — | +43.67% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | +0.08% | +0.77% | |
| 11 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.65% | — | +65.93% | |
| 12 | PGF | Invesco Financial Preferred | ETF-其他 | 1.61% | — | +22.33% | |
| 13 | FPXI | First Trust International Eq | ETF-其他 | 1.53% | — | +2.89% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.52% | -0.02% | +23.85% | |
| 15 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 1.46% | — | +26.87% | |
| 16 | ✓ | 股票-其他 | 1.45% | — | +18.59% | ||
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.37% | — | -3.01% | |
| 18 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.28% | -0.38% | +15.10% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.16% | — | +187.50% | |
| 20 | HNDL | Nasdaq 7 Handl Index ETF | ETF-科技型 | 1.13% | — | +35.35% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.11% | — | +3.56% | |
| 22 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.10% | +0.04% | +37.73% | |
| 23 | GAB | Gabelli Equity Trust | 股票-其他 | 1.03% | — | +41.00% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.03% | — | +15.83% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.02% | — | +7.73% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 1.00% | — | +12.32% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.98% | +0.09% | +19.89% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.97% | +0.27% | +50.86% | |
| 29 | RVT | Royce Small-cap Trust INC | 股票-其他 | 0.96% | — | +39.65% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.93% | — | +171.64% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.91% | -0.33% | -0.21% | |
| 32 | FPX | First Trust US Equity Opport | ETF-其他 | 0.90% | — | +17.79% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | — | +17.84% | |
| 34 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.87% | — | +54.21% | |
| 35 | PGX | Invesco Preferred ETF | ETF-其他 | 0.84% | — | -0.81% | |
| 36 | BX | Blackstone INC | 股票-金融 | 0.83% | — | +5.47% | |
| 37 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.82% | — | -0.43% | |
| 38 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.73% | — | +207.92% | |
| 39 | DE | Deere & Co | 股票-工业 | 0.73% | -0.04% | +52.96% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.69% | +0.05% | +24.53% | |
| 41 | KMI | Kinder Morgan INC | 股票-能源 | 0.69% | — | +13.42% | |
| 42 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.68% | — | -1.37% | |
| 43 | AFINUSD | Necessity Retail Reit Inc/th | 股票-其他 | 0.68% | — | +0.38% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | +6.59% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | — | +10.77% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.65% | — | +16.19% | |
| 47 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.61% | — | +96.43% | |
| 48 | PRU | Prudential Financial INC | 股票-金融 | 0.59% | — | -2.45% | |
| 49 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.59% | — | +2.73% | |
| 50 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-其他 | 0.58% | — | +15.41% |