CIK: 0001591379
申报总市值
US$10.0亿
仅显示前 200 大持股（共 347 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 | 5.14% | -0.10% | -2.81% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.88% | -0.28% | -3.85% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.71% | -0.10% | +2.82% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.61% | -0.47% | +6.42% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.45% | -0.18% | +46.24% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.39% | -0.11% | +15.26% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.36% | — | +0.90% | |
| 8 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 2.24% | — | +3.14% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.18% | +0.41% | +0.52% | |
| 10 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 2.17% | +0.22% | -0.65% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.05% | -0.46% | +33.71% | |
| 12 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.91% | — | +0.31% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.73% | — | -3.91% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.67% | -0.12% | +0.28% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.64% | — | -2.69% | |
| 16 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 1.52% | -1.48% | +6.79% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.34% | -0.35% | +0.60% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.12% | -2.87% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.21% | -0.11% | -1.73% | |
| 20 | FQAL | Fidelity Quality Factor ETF | ETF-其他 | 1.08% | — | -5.50% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.04% | — | -3.04% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.03% | — | -3.60% | |
| 23 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.99% | — | +11.11% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | -0.24% | -3.51% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.95% | — | +71.98% | |
| 26 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.93% | — | +143.61% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | +0.34% | -3.19% | |
| 28 | XDEC | Ft Vest US Equity Enhance & | ETF-其他 | 0.87% | — | -0.72% | |
| 29 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.84% | — | +6.09% | |
| 30 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.82% | -0.43% | +1.96% | |
| 31 | MBB | Ishares Mbs ETF | ETF-其他 | 0.80% | — | +6.76% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.79% | — | -2.61% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.76% | -0.13% | -4.33% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.73% | -0.14% | -6.10% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.72% | -0.65% | -9.87% | |
| 36 | ETN | Eaton Corporation plc | 股票-工业 | 0.66% | — | -5.13% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | — | +2.43% | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.59% | +0.18% | -20.25% | |
| 39 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.57% | — | -4.98% | |
| 40 | RSG | Republic Services INC | 股票-工业 | 0.56% | — | -3.23% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.55% | — | -58.15% | |
| 42 | BLK | Blackrock INC | 股票-金融 | 0.55% | -0.08% | -3.57% | |
| 43 | KMI | Kinder Morgan INC | 股票-能源 | 0.54% | — | -4.56% | |
| 44 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.52% | — | +9.02% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | -0.29% | +1.19% | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.50% | — | +0.23% | |
| 47 | TXN | Texas Instruments INC | 股票-科技 | 0.49% | — | -4.54% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.49% | — | +1.61% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.47% | -0.41% | -6.50% | |
| 50 | WM | Waste Management INC | 股票-工业 | 0.47% | — | -4.04% |