CIK: 0001820879
申报总市值
US$3.1亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 36.22% | +11.50% | -38.61% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.09% | — | -27.65% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.78% | — | +34.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.05% | — | -38.62% | |
| 5 | ILMN 0 08-15-23 | Illumina INC | 股票-医疗保健 | 2.50% | — | — | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.97% | -1.26% | +518.26% | |
| 7 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.92% | — | -37.65% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.75% | — | -22.84% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.67% | +0.77% | +24.89% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.59% | — | -68.90% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.36% | — | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.34% | -0.19% | EXIT | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.13% | — | -6.02% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.09% | -0.13% | -5.26% | |
| 15 | XLE | Ss Energy Select Sector | ETF-其他 | 1.00% | +0.16% | -47.72% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.91% | -0.23% | -30.00% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.84% | — | +36.22% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.79% | — | +190.72% | |
| 19 | SRE | Sempra | 股票-公用事业 | 0.78% | — | -1.97% | |
| 20 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.71% | — | — | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.70% | — | +26.15% | |
| 22 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.69% | — | +21.91% | |
| 23 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 0.66% | — | +385.52% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.62% | — | -4.38% | |
| 25 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.59% | -0.17% | +13.28% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | — | -72.11% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | — | -7.33% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.56% | — | -7.23% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.54% | — | -22.55% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | — | -61.63% | |
| 31 | ✓ | Biosig Technologies Inc New | 股票-其他 | 0.51% | — | -2.49% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.51% | — | +13.24% | |
| 33 | IRT | Independence Realty Trust In | 股票-房地产 | 0.50% | — | — | |
| 34 | ADBE | Adobe INC | 股票-科技 | 0.50% | — | -48.45% | |
| 35 | ULST | Ss Ultra Short Tm Bond ETF | ETF-其他 | 0.50% | — | -9.90% | |
| 36 | PTNQ | Pacer Trendpilot 100 ETF | ETF-其他 | 0.44% | -0.14% | +0.89% | |
| 37 | FMAY | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.43% | — | -14.20% | |
| 38 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.42% | — | +35.74% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.40% | -0.95% | +2.36% | |
| 40 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.39% | — | +5.15% | |
| 41 | DEED | First Trust Securitized Plus | ETF-其他 | 0.38% | — | — | |
| 42 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.38% | -0.16% | -87.69% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.38% | — | -21.88% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.38% | — | -32.27% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | — | -5.45% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.37% | — | +20.91% | |
| 47 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 0.37% | — | +123.67% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | -0.35% | -80.96% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.35% | — | -1.54% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | — | -59.41% |