CIK: 0001838226
申报总市值
US$4.4亿
仅显示前 200 大持股（共 227 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 | VNLA | Janus Henderson Short Durati | ETF-其他 | 4.85% | — | +0.14% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.88% | -0.03% | +0.90% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.45% | +0.04% | +28.12% | |
| 4 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 2.40% | — | +0.06% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.35% | — | +0.94% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.26% | — | +12.82% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.14% | — | +929.03% | |
| 8 | VDE | Vanguard Energy ETF | ETF-其他 | 2.13% | -0.22% | +1.85% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.12% | -0.02% | -0.27% | |
| 10 | USB | US Bancorp | 股票-金融 | 2.09% | — | +1.19% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.95% | -0.02% | +3.90% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.93% | -0.06% | +3.93% | |
| 13 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.84% | -0.38% | +14.06% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.59% | +0.07% | +4.76% | |
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.48% | -0.33% | — | |
| 16 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.41% | — | -0.01% | |
| 17 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.28% | — | +2.16% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | — | +12.05% | |
| 19 | DE | Deere & Co | 股票-工业 | 1.23% | -0.04% | +2.14% | |
| 20 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 1.21% | — | +1.58% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | +0.08% | -0.94% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | — | +16.79% | |
| 23 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.06% | — | +1.49% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.01% | +0.27% | +7.00% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.01% | +0.05% | +38.73% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.00% | — | +0.98% | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 1.00% | — | +17.59% | |
| 28 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 0.96% | — | -4.34% | |
| 29 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.93% | — | +2.96% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.92% | — | +1.27% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.90% | — | +20.01% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.88% | — | +67.57% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.83% | +0.01% | +16.05% | |
| 34 | BX | Blackstone INC | 股票-金融 | 0.79% | — | +14.14% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.78% | +0.34% | +25.11% | |
| 36 | RVT | Royce Small-cap Trust INC | 股票-其他 | 0.78% | — | +1.16% | |
| 37 | PRU | Prudential Financial INC | 股票-金融 | 0.76% | — | +0.68% | |
| 38 | KMI | Kinder Morgan INC | 股票-能源 | 0.76% | — | -1.41% | |
| 39 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.75% | — | -3.61% | |
| 40 | PGF | Invesco Financial Preferred | ETF-其他 | 0.73% | — | -14.95% | |
| 41 | GAB | Gabelli Equity Trust | 股票-其他 | 0.69% | — | +3.48% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.69% | — | +6.57% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | -0.19% | |
| 44 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.62% | +0.12% | +13.27% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | — | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.57% | +0.09% | -22.07% | |
| 47 | PID | Invesco International Divide | ETF-其他 | 0.54% | — | +17.85% | |
| 48 | CSB | Victoryshares US Small Cap H | ETF-中小型股 | 0.54% | — | -7.72% | |
| 49 | XLF | Ss Financial Select Sector | ETF-其他 | 0.52% | — | +42.84% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.52% | +0.03% | +3.27% |