CIK: 0001838226
申报总市值
US$4.4亿
仅显示前 200 大持股（共 290 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 | 4.45% | -0.03% | +5.59% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-其他 | 4.39% | — | +17.03% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.12% | +0.12% | +0.92% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.44% | -0.02% | +6.09% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.40% | +0.04% | +4.06% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.04% | +0.27% | +16.63% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.88% | -0.06% | -1.80% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.77% | -0.02% | +6.26% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.72% | — | +0.70% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.71% | +0.05% | +12.86% | |
| 11 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.64% | +0.01% | +9.75% | |
| 12 | DFIV | Dimensional International Va | ETF-其他 | 1.64% | +0.05% | +24.08% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.63% | +0.07% | -12.03% | |
| 14 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.59% | -0.38% | +0.36% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.51% | — | -0.23% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.49% | — | +0.88% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.39% | — | +6.84% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.35% | -0.37% | +19.31% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.28% | — | +18.10% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.18% | -0.33% | +2.05% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.16% | +0.09% | +22.90% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | +0.08% | -1.56% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.08% | +0.12% | +15.22% | |
| 24 | IGEB | Ishares Investment Grade Sys | ETF-投资级公司债 | 1.05% | — | +16.96% | |
| 25 | DE | Deere & Co | 股票-工业 | 1.05% | -0.04% | -0.22% | |
| 26 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-其他 | 0.92% | — | +7.50% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | — | -1.20% | |
| 28 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.88% | — | -4.86% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.87% | +0.05% | +2.19% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.83% | — | +1.60% | |
| 31 | KMI | Kinder Morgan INC | 股票-能源 | 0.76% | — | +1.09% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.74% | — | -4.13% | |
| 33 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-其他 | 0.73% | +0.65% | — | |
| 34 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.70% | +0.04% | +16.98% | |
| 35 | VDE | Vanguard Energy ETF | ETF-其他 | 0.63% | -0.22% | +8.12% | |
| 36 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 0.63% | +0.30% | +610.95% | |
| 37 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.63% | +0.03% | +17.96% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | -0.10% | |
| 39 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.62% | +0.16% | +36.23% | |
| 40 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.59% | — | +9.08% | |
| 41 | ISPY | Proshares S&p High Incom ETF | ETF-其他 | 0.59% | -0.19% | -18.79% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.58% | +0.93% | +6.24% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.58% | — | +0.89% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.55% | — | +0.20% | |
| 45 | JPEM | JPM Diversified Ret Em Equit | ETF-其他 | 0.55% | -0.23% | +1.03% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.54% | — | +6.82% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.54% | +0.03% | +1.07% | |
| 48 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 0.53% | — | -0.78% | |
| 49 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.52% | — | +1.06% | |
| 50 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.51% | +0.45% | +789.58% |