CIK: 0001800502
申报总市值
US$4.4亿
仅显示前 200 大持股（共 210 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 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.30% | -0.22% | +33.27% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-其他 | 3.62% | — | +10.66% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.61% | -0.15% | -14.62% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.13% | — | +6.70% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.08% | — | +8.79% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.72% | — | +11.30% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.70% | — | -2.96% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.56% | — | +0.40% | |
| 9 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 1.56% | — | -2.24% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.36% | +1.64% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.42% | — | +13.17% | |
| 12 | IJUL | Innovator International Deve | ETF-其他 | 1.37% | — | -0.85% | |
| 13 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.31% | — | -0.90% | |
| 14 | FTCS | First Trust Capital Strength | ETF-其他 | 1.29% | — | -3.63% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.16% | — | -0.83% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.14% | — | +0.02% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.13% | — | +75.14% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.04% | — | -2.71% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.04% | — | -13.02% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.02% | — | +47.84% | |
| 21 | EJUL | Innovator Emerging Markets P | ETF-新兴市场 | 0.97% | — | -1.01% | |
| 22 | T | At&t INC | 股票-通信服务 | 0.92% | — | +4.08% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.11% | +7.99% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.81% | -0.30% | +3.55% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.79% | — | -0.69% | |
| 26 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.77% | — | +13.72% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.76% | +0.18% | -4.55% | |
| 28 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.75% | — | -2.02% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.74% | — | +35.50% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | +0.20% | -5.90% | |
| 31 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.74% | — | +4.77% | |
| 32 | ABBV | Abbvie INC | 股票-医疗保健 | 0.73% | — | +3.06% | |
| 33 | TGT | Target CORP | 股票-周期性消费 | 0.73% | — | +1.81% | |
| 34 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.72% | — | +115.91% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.72% | — | +3.35% | |
| 36 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.72% | — | -1.09% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.71% | — | +15.12% | |
| 38 | KOCT | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.69% | — | -8.66% | |
| 39 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.69% | — | +1.58% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | — | -9.37% | |
| 41 | NUE | Nucor CORP | 股票-原材料 | 0.68% | +0.27% | NEW | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.67% | — | -26.63% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | +4.15% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | — | +8.70% | |
| 45 | BP | Bp Plc-spons Adr | 股票-能源 | 0.63% | — | +13.85% | |
| 46 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.62% | — | — | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.61% | — | +1.60% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | +6.53% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.60% | — | +5.69% | |
| 50 | IQLT | Ishares Msci International Q | ETF-其他 | 0.60% | — | -8.70% |