CIK: 0001591379
申报总市值
US$10.0亿
仅显示前 200 大持股（共 228 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 4.69% | -0.10% | +1.31% | |
| 2 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 3.94% | — | +3.87% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.50% | -0.28% | +0.66% | |
| 4 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 2.70% | — | -36.38% | |
| 5 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 2.38% | — | +2.89% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.32% | — | +2.30% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.31% | — | -0.02% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.89% | — | -1.99% | |
| 9 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.87% | — | -0.84% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.67% | — | -1.34% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.50% | -0.41% | +1.28% | |
| 12 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.49% | — | +0.53% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.42% | -0.11% | +0.71% | |
| 14 | ENB | Enbridge INC | 股票-能源 | 1.39% | — | -0.29% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | +0.34% | -2.53% | |
| 16 | UPS | United Parcel Service-cl B | 股票-工业 | 1.31% | -0.11% | -0.35% | |
| 17 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.26% | +0.22% | -0.48% | |
| 18 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.22% | — | +0.55% | |
| 19 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 1.20% | — | -1.57% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.19% | — | +0.14% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.13% | — | +1.28% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 1.03% | -0.29% | +0.73% | |
| 23 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.03% | — | +324.69% | |
| 24 | TXN | Texas Instruments INC | 股票-科技 | 1.01% | — | -0.60% | |
| 25 | EMMF | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.97% | — | +0.19% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.95% | -0.13% | +5.17% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.88% | — | +39.07% | |
| 28 | DUK | Duke Energy CORP | 股票-公用事业 | 0.87% | — | -0.29% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.12% | -1.05% | |
| 30 | EMLP | First Trust North American E | ETF-其他 | 0.86% | — | +0.27% | |
| 31 | ✓ | Invesco Exchange Traded Fd Tr | 股票-其他 | 0.85% | — | +3.37% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.84% | +0.41% | +0.32% | |
| 33 | TCPA | TransCanada PipeLines Limited 6 | 股票-其他 | 0.84% | — | — | |
| 34 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.80% | — | -46.97% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | -0.24% | -0.16% | |
| 36 | RSG | Republic Services INC | 股票-工业 | 0.79% | — | — | |
| 37 | MO | Altria Group INC | 股票-非周期性消费 | 0.79% | -0.22% | +1.31% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.77% | — | — | |
| 39 | SRCUSD | Spirit Realty Capital INC | 股票-其他 | 0.75% | — | +10.76% | |
| 40 | O | Realty Income CORP | 股票-房地产 | 0.75% | — | +0.47% | |
| 41 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.74% | — | -1.11% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.74% | — | +0.16% | |
| 43 | WM | Waste Management INC | 股票-工业 | 0.73% | — | -22.83% | |
| 44 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.72% | — | +1.16% | |
| 45 | DNOV | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.72% | — | — | |
| 46 | PAYX | Paychex INC | 股票-科技 | 0.70% | — | -1.23% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.69% | -0.11% | +322.77% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.68% | — | +0.70% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.67% | — | +0.64% | |
| 50 | PFG | Principal Financial Group | 股票-金融 | 0.65% | — | -0.53% |