CIK: 0001591379
申报总市值
US$10.0亿
仅显示前 200 大持股（共 334 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 | 5.58% | -0.10% | -5.76% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.40% | +0.41% | -2.58% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.29% | -0.28% | -6.18% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.78% | -0.11% | +1.04% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.76% | — | -0.01% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 2.44% | +0.22% | -3.38% | |
| 7 | BIDD | Ishares International Divide | ETF-其他 | 2.32% | — | -3.68% | |
| 8 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 2.24% | — | +0.22% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 2.14% | -0.10% | +4.75% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.05% | — | -3.94% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.79% | — | -0.38% | |
| 12 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.76% | — | -7.70% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.53% | -0.47% | +14.96% | |
| 14 | FQAL | Fidelity Quality Factor ETF | ETF-其他 | 1.21% | — | -7.37% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.20% | +0.34% | -8.66% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.19% | — | +17.06% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.17% | -0.18% | +47.18% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.12% | -2.04% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.08% | -0.11% | +2.97% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | -0.12% | -0.04% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.01% | — | -7.17% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.01% | -0.65% | +843.36% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | — | -1.65% | |
| 24 | XDEC | Ft Vest US Equity Enhance & | ETF-其他 | 0.91% | — | -1.45% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | — | -8.57% | |
| 26 | RSG | Republic Services INC | 股票-工业 | 0.83% | — | -7.97% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | -0.24% | -0.86% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.75% | -0.13% | -5.92% | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 0.74% | — | -6.94% | |
| 30 | KMI | Kinder Morgan INC | 股票-能源 | 0.74% | — | -10.27% | |
| 31 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 0.73% | -0.43% | -15.18% | |
| 32 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.72% | -0.35% | -4.68% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.71% | -0.29% | -6.19% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.70% | — | +7.03% | |
| 35 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.66% | — | -7.00% | |
| 36 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.66% | -0.16% | +17.65% | |
| 37 | WM | Waste Management INC | 股票-工业 | 0.64% | — | -6.18% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | -0.14% | +29.16% | |
| 39 | TXN | Texas Instruments INC | 股票-科技 | 0.64% | — | -5.09% | |
| 40 | MBB | Ishares Mbs ETF | ETF-其他 | 0.64% | — | +1.12% | |
| 41 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.63% | — | -14.05% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.63% | -0.41% | +8.40% | |
| 43 | BLK | Blackrock INC | 股票-金融 | 0.62% | -0.08% | -6.95% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.61% | +0.18% | +1046.72% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.60% | — | -10.73% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.60% | -0.46% | +60.21% | |
| 47 | DUK | Duke Energy CORP | 股票-公用事业 | 0.59% | — | -5.81% | |
| 48 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.58% | -0.25% | +1.15% | |
| 49 | MO | Altria Group INC | 股票-非周期性消费 | 0.57% | -0.22% | -6.91% | |
| 50 | EMLP | First Trust North American E | ETF-其他 | 0.56% | — | -5.24% |