CIK: 0001591379
申报总市值
US$10.0亿
仅显示前 200 大持股（共 320 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 | 6.19% | -0.10% | -1.92% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.49% | -0.28% | -2.82% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.46% | +0.41% | +5.45% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.56% | -0.11% | -4.39% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 2.40% | +0.22% | -0.15% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.39% | — | -1.63% | |
| 7 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 2.28% | — | -4.61% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.27% | — | -7.95% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 2.08% | -0.10% | +7.01% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.92% | — | -3.24% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.78% | — | +21.12% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | +0.34% | -2.20% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.30% | — | -0.64% | |
| 14 | FQAL | Fidelity Quality Factor ETF | ETF-其他 | 1.30% | — | -5.41% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.28% | -0.47% | +15.01% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.16% | — | -0.97% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | -0.12% | +0.20% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.14% | -0.11% | -2.92% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.08% | — | -3.36% | |
| 20 | ETN | Eaton Corporation plc | 股票-工业 | 1.03% | — | -3.60% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.02% | — | -0.11% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.99% | — | +13.54% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.12% | -0.08% | |
| 24 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 0.99% | -0.43% | -14.77% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.24% | +3.31% | |
| 26 | XDEC | Ft Vest US Equity Enhance & | ETF-其他 | 0.94% | — | -2.10% | |
| 27 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.87% | — | +252.94% | |
| 28 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.85% | — | -2.68% | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 0.78% | -0.29% | -3.37% | |
| 30 | TXN | Texas Instruments INC | 股票-科技 | 0.77% | — | -2.26% | |
| 31 | RSG | Republic Services INC | 股票-工业 | 0.76% | — | -3.63% | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.76% | — | -8.56% | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.75% | — | -2.45% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.73% | -0.18% | +17.94% | |
| 35 | BLKCHF | Blackrock INC | 股票-其他 | 0.70% | — | -2.43% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.69% | -0.35% | -6.73% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.68% | — | +15.97% | |
| 38 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.67% | — | -4.23% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.65% | -0.13% | -2.40% | |
| 40 | KMI | Kinder Morgan INC | 股票-能源 | 0.64% | — | -2.01% | |
| 41 | WM | Waste Management INC | 股票-工业 | 0.62% | — | -3.02% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.62% | — | -3.14% | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.61% | -0.14% | -1.56% | |
| 44 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.61% | — | -1.91% | |
| 45 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.60% | -0.16% | -1.76% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事业 | 0.59% | — | -2.48% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.58% | — | +30.34% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.57% | -0.41% | +4.94% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.56% | — | -2.47% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工业 | 0.56% | — | -4.57% |