CIK: 0001800502
申报总市值
US$4.4亿
仅显示前 200 大持股（共 291 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 | 6.21% | -0.22% | +12.51% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-其他 | 3.48% | — | +43.01% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.06% | -0.19% | +16.64% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.74% | -0.15% | +22.91% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.06% | +0.18% | +1.61% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.86% | — | +36.02% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.85% | — | +66.87% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.69% | — | +17.58% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | -0.36% | +11.40% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | — | +905.74% | |
| 11 | AFSM | First Trust Active Factor Sm | ETF-其他 | 1.52% | -0.09% | EXIT | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.41% | — | +7.94% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.33% | — | +33.89% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.27% | — | +56.17% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.22% | — | +11.44% | |
| 16 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.20% | — | +57.90% | |
| 17 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.13% | — | +75.41% | |
| 18 | CCEF | Calamos Cef INC & Arbitr ETF | ETF-其他 | 0.86% | — | +101.22% | |
| 19 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.79% | — | +55.41% | |
| 20 | T | At&t INC | 股票-通信服务 | 0.78% | — | +17.36% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 0.77% | — | +0.19% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.11% | +0.14% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | — | +22.72% | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.73% | — | -9.44% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.72% | — | +37.44% | |
| 26 | FTCS | First Trust Capital Strength | ETF-其他 | 0.67% | — | +2.09% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.67% | — | +37.79% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.67% | — | +54.83% | |
| 29 | IQLT | Ishares Msci International Q | ETF-其他 | 0.64% | — | +57.87% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.63% | — | +0.13% | |
| 31 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.60% | -0.18% | +15.27% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | — | +18.99% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.59% | — | +10.38% | |
| 34 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.57% | — | +13.96% | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.56% | — | +7.17% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工业 | 0.53% | — | — | |
| 37 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.53% | — | +190.49% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.53% | — | +9.51% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.52% | — | +15.88% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | +7.18% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.50% | -0.17% | +3.16% | |
| 42 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.50% | — | +177.71% | |
| 43 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.50% | — | +45.81% | |
| 44 | IRM | Iron Mountain INC | 股票-房地产 | 0.50% | — | +1.79% | |
| 45 | C | Citigroup INC | 股票-金融 | 0.50% | — | — | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | — | +60.30% | |
| 47 | GS | Goldman Sachs Group INC | 股票-金融 | 0.49% | — | +69.44% | |
| 48 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.49% | — | +4.60% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.49% | — | +229.64% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | — | +12.20% |