CIK: 0001591379
申报总市值
US$10.0亿
仅显示前 200 大持股（共 221 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 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 4.27% | — | +2.44% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 4.22% | -0.10% | +0.22% | |
| 3 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 4.19% | — | -2.84% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.04% | -0.28% | +2.97% | |
| 5 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 2.56% | — | +0.69% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.50% | — | +1.92% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.12% | — | +0.24% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.86% | — | -2.50% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.61% | -0.41% | -1.31% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.60% | — | +0.25% | |
| 11 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.57% | — | +0.77% | |
| 12 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.52% | — | +0.26% | |
| 13 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.52% | — | — | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.37% | — | -0.33% | |
| 15 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 1.28% | — | -0.61% | |
| 16 | ENB | Enbridge INC | 股票-能源 | 1.24% | — | +0.67% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.20% | — | -2.08% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.18% | -0.11% | +6.09% | |
| 19 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.16% | — | — | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 1.16% | -0.11% | +0.02% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.11% | — | -4.51% | |
| 22 | ETN | Eaton Corporation plc | 股票-工业 | 1.09% | — | -1.42% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.12% | +1.07% | |
| 24 | TXN | Texas Instruments INC | 股票-科技 | 1.06% | — | +0.03% | |
| 25 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.04% | +0.22% | -0.42% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 1.03% | — | +0.27% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | +0.34% | +4.80% | |
| 28 | EMMF | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.97% | — | +0.54% | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 0.93% | -0.29% | +11.63% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.90% | -0.13% | +7.33% | |
| 31 | O | Realty Income CORP | 股票-房地产 | 0.88% | — | +0.11% | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.88% | — | — | |
| 33 | WM | Waste Management INC | 股票-工业 | 0.87% | — | -0.40% | |
| 34 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.85% | — | +3.10% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.83% | +0.41% | +0.99% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.81% | — | +18.53% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.81% | — | +6.80% | |
| 38 | DUK | Duke Energy CORP | 股票-公用事业 | 0.80% | — | -0.18% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.79% | — | -0.92% | |
| 40 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.79% | — | +0.27% | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.79% | -0.10% | — | |
| 42 | SRCUSD | Spirit Realty Capital INC | 股票-其他 | 0.78% | — | -2.63% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.78% | — | -0.38% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | -0.24% | +0.90% | |
| 45 | MO | Altria Group INC | 股票-非周期性消费 | 0.75% | -0.22% | +0.77% | |
| 46 | EMLP | First Trust North American E | ETF-其他 | 0.75% | — | +4.54% | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.74% | — | +0.29% | |
| 48 | AMGN | Amgen INC | 股票-医疗保健 | 0.66% | — | +1.62% | |
| 49 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | -0.14% | +2.12% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.64% | — | +8.91% |