CIK: 0001591379
申报总市值
US$10.0亿
仅显示前 200 大持股（共 219 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 | 4.85% | -0.10% | +2.77% | |
| 2 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 4.06% | — | +0.89% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.64% | -0.28% | +2.98% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.51% | — | -0.82% | |
| 5 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 2.28% | — | -1.71% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.97% | — | -1.45% | |
| 7 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.91% | — | -1.50% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.85% | — | -0.98% | |
| 9 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 1.73% | — | -32.87% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.61% | -0.41% | -1.58% | |
| 11 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.60% | — | -1.94% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.54% | +0.34% | -0.15% | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.53% | — | -0.83% | |
| 14 | ENB | Enbridge INC | 股票-能源 | 1.36% | — | -1.81% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.33% | +0.22% | +0.73% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.26% | -0.11% | -0.12% | |
| 17 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.23% | — | -1.21% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工业 | 1.22% | -0.11% | -1.39% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 1.12% | -0.29% | -1.62% | |
| 20 | QCOM | Qualcomm INC | 股票-科技 | 1.10% | -0.14% | +90.10% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.05% | — | +1839.58% | |
| 22 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.05% | — | -1.10% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.04% | — | -1.73% | |
| 24 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 1.04% | — | -1.66% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 1.02% | — | -0.69% | |
| 26 | TXN | Texas Instruments INC | 股票-科技 | 0.93% | — | -0.40% | |
| 27 | EMMF | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.91% | — | -0.91% | |
| 28 | DUK | Duke Energy CORP | 股票-公用事业 | 0.89% | — | -0.97% | |
| 29 | ✓ | Invesco Exchange Traded Fd Tr | 股票-其他 | 0.88% | — | -1.66% | |
| 30 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.87% | — | — | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.87% | -0.13% | -0.18% | |
| 32 | EMLP | First Trust North American E | ETF-其他 | 0.86% | — | -0.82% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | — | +3.21% | |
| 34 | RSG | Republic Services INC | 股票-工业 | 0.84% | — | -0.73% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.83% | — | -6.33% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.12% | +0.87% | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.81% | — | -0.97% | |
| 38 | O | Realty Income CORP | 股票-房地产 | 0.80% | — | -0.59% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.80% | -0.11% | +3.73% | |
| 40 | BLKCHF | Blackrock INC | 股票-其他 | 0.79% | — | +990.23% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.78% | +0.41% | -1.67% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.24% | +1.00% | |
| 43 | WM | Waste Management INC | 股票-工业 | 0.75% | — | -0.64% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.75% | — | -1.05% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | — | -0.64% | |
| 46 | DNOV | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.73% | — | -1.60% | |
| 47 | ETN | Eaton Corporation plc | 股票-工业 | 0.71% | — | +1.71% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | — | +4.26% | |
| 49 | MO | Altria Group INC | 股票-非周期性消费 | 0.70% | -0.22% | -3.87% | |
| 50 | SRCUSD | Spirit Realty Capital INC | 股票-其他 | 0.69% | — | -0.41% |