CIK: 0001800798
申报总市值
US$61.3亿
仅显示前 200 大持股（共 709 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 | 4.23% | — | +16.22% | |
| 2 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 2.10% | — | +55.24% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.10% | -0.76% | +130.02% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.02% | — | +19.48% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | -0.56% | +25.29% | |
| 6 | CARY | Angel Oak Income ETF | ETF-其他 | 1.96% | -0.06% | — | |
| 7 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 1.95% | — | +61.08% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.72% | — | +754.64% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.62% | +0.09% | -18.74% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | -0.63% | -1.61% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.39% | — | +292.55% | |
| 12 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 1.29% | +0.33% | +58.59% | |
| 13 | ✓ | Northern Lts Fd Tr Iv | 股票-其他 | 1.24% | — | — | |
| 14 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 1.08% | — | +709.12% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | — | +54.26% | |
| 16 | UCON | First Trust Smith Unconstrai | ETF-其他 | 1.01% | +0.41% | +1.70% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | — | +20.26% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.94% | — | +0.28% | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 0.84% | — | +27.19% | |
| 20 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.83% | — | +7.33% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | — | -5.12% | |
| 22 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.79% | — | +4.73% | |
| 23 | GNTYUSD | Guaranty Bancshares INC | 股票-其他 | 0.74% | — | -1.65% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.71% | — | +14.30% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.71% | — | +68.46% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | +12.50% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | +0.18% | +43.17% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.68% | +0.11% | +7.43% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.68% | — | +11.15% | |
| 30 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.66% | — | +1.16% | |
| 31 | SO | Southern Co/the | 股票-公用事业 | 0.63% | — | +56.97% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.62% | — | +413.45% | |
| 33 | CRM | Salesforce INC | 股票-科技 | 0.61% | — | +20.08% | |
| 34 | FTCS | First Trust Capital Strength | ETF-其他 | 0.59% | — | -8.83% | |
| 35 | DBC | Invesco Db Commodity Index T | ETF-避险与商品 | 0.59% | — | +1964.74% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | +5.83% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.54% | — | +254.56% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.53% | — | +12.49% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | — | +15.65% | |
| 40 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 0.53% | +0.23% | +15.83% | |
| 41 | PSX | Phillips 66 | 股票-能源 | 0.51% | — | +29.65% | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.50% | — | +16.47% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.50% | — | +284.92% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.49% | — | +39.48% | |
| 45 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.47% | — | — | |
| 46 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.47% | — | +474.30% | |
| 47 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.46% | — | +8.75% | |
| 48 | GD | General Dynamics CORP | 股票-工业 | 0.46% | — | +77.95% | |
| 49 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 0.45% | — | +7.15% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.44% | — | +6.94% |