CIK: 0001838226
申报总市值
US$4.4亿
仅显示前 200 大持股（共 954 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 | 4.38% | -0.03% | +5.62% | |
| 2 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 3.14% | — | +6.23% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.68% | — | -0.27% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.32% | -0.06% | -1.81% | |
| 5 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.95% | — | +1.16% | |
| 6 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 1.87% | — | +4.75% | |
| 7 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-其他 | 1.85% | — | -1.04% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.79% | -0.02% | +11.61% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.78% | +0.07% | -10.42% | |
| 10 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.78% | — | +8.26% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.70% | — | +20.19% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | +0.08% | -1.62% | |
| 13 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 1.58% | — | +0.14% | |
| 14 | PGF | Invesco Financial Preferred | ETF-其他 | 1.55% | — | +1.54% | |
| 15 | BCD | Abrdn Bloomberg All Commodit | ETF-其他 | 1.34% | — | +240.32% | |
| 16 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.26% | -0.38% | -0.49% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.16% | — | +1.06% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.15% | — | -0.59% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.13% | -0.33% | +11.39% | |
| 20 | HNDL | Nasdaq 7 Handl Index ETF | ETF-科技型 | 1.12% | — | +1.24% | |
| 21 | GAB | Gabelli Equity Trust | 股票-其他 | 1.12% | — | +6.08% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.09% | +0.27% | +13.60% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 1.02% | — | -0.58% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.99% | — | +0.30% | |
| 25 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.94% | +0.04% | -8.34% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.94% | +0.09% | +2.11% | |
| 27 | RVT | Royce Small-cap Trust INC | 股票-其他 | 0.91% | — | +2.86% | |
| 28 | KMI | Kinder Morgan INC | 股票-能源 | 0.87% | — | -0.81% | |
| 29 | DE | Deere & Co | 股票-工业 | 0.87% | -0.04% | -7.17% | |
| 30 | BX | Blackstone INC | 股票-金融 | 0.86% | — | -1.52% | |
| 31 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.85% | — | +0.96% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.84% | — | -11.28% | |
| 33 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.84% | — | +0.64% | |
| 34 | FPXI | First Trust International Eq | ETF-其他 | 0.83% | — | -40.57% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | — | -6.55% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.80% | -0.02% | +320.61% | |
| 37 | PGX | Invesco Preferred ETF | ETF-其他 | 0.78% | — | -1.46% | |
| 38 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.77% | — | +0.05% | |
| 39 | FPX | First Trust US Equity Opport | ETF-其他 | 0.76% | — | -10.83% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.72% | — | +10.58% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.70% | — | +7.00% | |
| 42 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.68% | — | +0.86% | |
| 43 | AFINUSD | Necessity Retail Reit Inc/th | 股票-其他 | 0.64% | — | +1.93% | |
| 44 | PRU | Prudential Financial INC | 股票-金融 | 0.63% | — | -7.04% | |
| 45 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.61% | — | +5.27% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | — | +0.53% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.60% | — | +29.79% | |
| 48 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.58% | — | -6.70% | |
| 49 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-其他 | 0.54% | — | -0.24% | |
| 50 | TROW | T Rowe Price Group INC | 股票-金融 | 0.53% | — | +178.81% |