CIK: 0001800798
申报总市值
US$61.3亿
仅显示前 200 大持股（共 601 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 | AAPL | Apple INC | 股票-科技 | 4.50% | — | -0.02% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.32% | +0.09% | -7.52% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | -0.56% | +0.05% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.80% | — | +5.38% | |
| 5 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 1.56% | — | +32.71% | |
| 6 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 1.48% | — | +16.78% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | -0.63% | +7.51% | |
| 8 | FTCS | First Trust Capital Strength | ETF-其他 | 1.24% | — | +0.64% | |
| 9 | UCON | First Trust Smith Unconstrai | ETF-其他 | 1.16% | +0.41% | +1.33% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.14% | -0.76% | -2.02% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.13% | — | +1.53% | |
| 12 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.13% | — | +7.70% | |
| 13 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.13% | — | +27.49% | |
| 14 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 1.05% | +0.33% | +17.28% | |
| 15 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.96% | — | +1.74% | |
| 16 | GNTYUSD | Guaranty Bancshares INC | 股票-其他 | 0.96% | — | -0.69% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.94% | +0.19% | -3.77% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.94% | — | +23.19% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.94% | — | -9.51% | |
| 20 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.89% | — | +2.79% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | — | +7.35% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.83% | — | +6.12% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.79% | +0.11% | +4.11% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.78% | — | +9.70% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.77% | — | -2.05% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.76% | — | +3.11% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | — | +1.83% | |
| 28 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.75% | — | +0.91% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.73% | — | -0.41% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | +1.23% | |
| 31 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.63% | +0.01% | +20.55% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 0.61% | — | +13.39% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | -18.60% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | — | +3.93% | |
| 35 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.55% | +0.15% | +0.37% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.18% | -1.85% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | — | +1.72% | |
| 38 | SO | Southern Co/the | 股票-公用事业 | 0.54% | — | +3.64% | |
| 39 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 0.53% | +0.23% | +1.54% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.52% | — | +2.47% | |
| 41 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 0.51% | — | +2.80% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工业 | 0.51% | — | +0.88% | |
| 43 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.50% | — | -0.72% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.50% | — | +7.07% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | +8.42% | |
| 46 | FTA | First Trust L C Val Alp | ETF-其他 | 0.48% | — | +0.33% | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.48% | — | -7.78% | |
| 48 | FTGC | First Trust Global Tactical | ETF-其他 | 0.48% | — | -0.45% | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.47% | — | -9.29% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.47% | — | -3.60% |