CIK: 0001800502
申报总市值
US$4.4亿
仅显示前 200 大持股（共 353 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 | 5.11% | -0.22% | +4.01% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-其他 | 4.01% | — | +6.11% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.79% | — | +0.00% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.62% | -0.19% | +4.52% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 2.44% | — | +17.78% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.03% | -0.15% | +18.95% | |
| 7 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.87% | — | +16.14% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.36% | +22.92% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | — | +19.58% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.43% | — | +3.14% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.30% | +0.23% | +33.12% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.28% | — | +4.71% | |
| 13 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.13% | -0.18% | +28.31% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.05% | — | +4.57% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.02% | — | -12.07% | |
| 16 | USVM | Victoryshares US Small Mid C | ETF-其他 | 1.01% | -0.27% | -2.48% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | — | +32.97% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.92% | — | +8.83% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.91% | — | -22.40% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.88% | — | +7.33% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.79% | — | +10.80% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.77% | — | -10.80% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.11% | -0.63% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.75% | -0.17% | +21.79% | |
| 25 | CCEF | Calamos Cef INC & Arbitr ETF | ETF-其他 | 0.66% | — | +2.12% | |
| 26 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.63% | — | +429.96% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | — | +4.21% | |
| 28 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.59% | -0.34% | +81.26% | |
| 29 | AFSM | First Trust Active Factor Sm | ETF-其他 | 0.59% | -0.09% | EXIT | |
| 30 | IQLT | Ishares Msci International Q | ETF-其他 | 0.59% | — | -0.15% | |
| 31 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.58% | — | +1.18% | |
| 32 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-其他 | 0.56% | — | +15.27% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.56% | — | -1.96% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.55% | — | +2.39% | |
| 35 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.52% | — | -1.64% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | — | +3.42% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.50% | — | +1.82% | |
| 38 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.49% | — | +43.28% | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.49% | — | +3.12% | |
| 40 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.49% | — | +0.02% | |
| 41 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.48% | — | +26.27% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.48% | — | -13.63% | |
| 43 | C | Citigroup INC | 股票-金融 | 0.48% | — | +2.08% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | — | +0.27% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.46% | — | +42.53% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.45% | — | +10.68% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.44% | — | +4.62% | |
| 48 | CGGO | Cap Group Global Growth | ETF-其他 | 0.43% | — | +16.28% | |
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.43% | -0.12% | +2.88% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.20% | +38.03% |