CIK: 0001800798
申报总市值
US$61.3亿
仅显示前 200 大持股（共 602 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 | 5.05% | — | -2.25% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.50% | +0.09% | +3.58% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.13% | — | -4.30% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | -0.56% | -1.53% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.02% | -0.63% | -7.02% | |
| 6 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 1.77% | — | +10.10% | |
| 7 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 1.55% | — | +2.74% | |
| 8 | UCON | First Trust Smith Unconstrai | ETF-其他 | 1.23% | +0.41% | +8.49% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.20% | — | +3.63% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.17% | -0.76% | -2.63% | |
| 11 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.13% | — | +4.87% | |
| 12 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 1.07% | +0.33% | +1.64% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | — | -18.05% | |
| 14 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.99% | — | +3.42% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.99% | — | +4.44% | |
| 16 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.93% | — | +7.49% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | — | +0.70% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | — | +3.77% | |
| 19 | GNTYUSD | Guaranty Bancshares INC | 股票-其他 | 0.87% | — | -4.94% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.86% | — | +4.67% | |
| 21 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 0.83% | — | +92.08% | |
| 22 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.83% | — | +3.41% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.81% | — | +3.49% | |
| 24 | FTCS | First Trust Capital Strength | ETF-其他 | 0.81% | — | -34.94% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.81% | — | +3.98% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | +0.19% | -19.26% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.80% | — | +5.08% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.80% | +0.11% | +4.42% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.77% | — | -3.33% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | — | +2.33% | |
| 31 | CRM | Salesforce INC | 股票-科技 | 0.65% | — | +2.27% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | -5.91% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.60% | — | +0.21% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.56% | — | +2.56% | |
| 35 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 0.55% | +0.23% | +3.07% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.55% | — | +0.88% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.53% | — | +5.98% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | +0.18% | +1.60% | |
| 39 | SO | Southern Co/the | 股票-公用事业 | 0.53% | — | -0.42% | |
| 40 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 0.53% | — | +4.59% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.52% | — | -3.57% | |
| 42 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.52% | — | -1.27% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | — | -2.19% | |
| 44 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.52% | — | +5.41% | |
| 45 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.52% | +0.15% | -8.24% | |
| 46 | FTA | First Trust L C Val Alp | ETF-其他 | 0.49% | — | +3.87% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | -1.27% | |
| 48 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.48% | — | -2.27% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工业 | 0.46% | — | -0.16% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.45% | — | +6.81% |