CIK: 0001844895
申报总市值
US$1.6亿
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 18.56% | — | +0.37% | |
| 2 | ARKK | Ark Innovation ETF | ETF-其他 | 4.71% | — | -2.04% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.76% | — | -0.17% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-其他 | 3.65% | — | -0.40% | |
| 5 | FPXI | First Trust International Eq | ETF-其他 | 3.44% | — | -3.32% | |
| 6 | BSTZ | Blackrock Sci & Tech Trm Tr | 股票-其他 | 2.81% | — | +0.62% | |
| 7 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 2.70% | — | +0.27% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.69% | — | +0.76% | |
| 9 | FPX | First Trust US Equity Opport | ETF-其他 | 2.35% | — | -2.29% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.20% | — | +26.93% | |
| 11 | UNP | Union Pacific CORP | 股票-工业 | 2.14% | — | +0.34% | |
| 12 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.12% | — | +4.03% | |
| 13 | FTCS | First Trust Capital Strength | ETF-其他 | 1.96% | — | -0.46% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.96% | — | -3.75% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.50% | — | -3.82% | |
| 16 | BST | Blackrock Science & Tech Tr | 股票-其他 | 1.41% | — | -5.57% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.39% | — | +19.54% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | — | +6.50% | |
| 19 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股与成长 | 1.25% | — | +71.51% | |
| 20 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-其他 | 1.22% | — | -2.32% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.20% | — | -6.19% | |
| 22 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.18% | — | +2.83% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.15% | — | +0.65% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.08% | — | -4.79% | |
| 25 | ARKG | Ark Genomic Revolution ETF | ETF-其他 | 0.93% | — | -7.49% | |
| 26 | USA | Liberty All Star Equity Fund | 股票-其他 | 0.89% | — | +4.84% | |
| 27 | NEE | Nextera Energy INC | 股票-公用事业 | 0.86% | — | +0.42% | |
| 28 | HYT | Blackrock CORP Hi Yld | 股票-其他 | 0.86% | — | -6.62% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.84% | — | -5.90% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.83% | — | -9.99% | |
| 31 | ✓ | Luminar Technologies INC | 股票-其他 | 0.79% | — | — | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.74% | — | +0.06% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | — | -8.97% | |
| 34 | DSL | Doubleline Income Solutions | 股票-其他 | 0.69% | — | -20.13% | |
| 35 | HTAEUR | Healthcare Trust Of Ame-cl A | 股票-其他 | 0.64% | — | +0.08% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.59% | — | -3.59% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | +0.32% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | +53.78% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | +0.07% | |
| 40 | TSLA | Tesla INC | 股票-周期性消费 | 0.55% | — | — | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | — | +25.21% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | +0.16% | |
| 43 | CNC | Centene CORP | 股票-医疗保健 | 0.47% | — | — | |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.47% | — | +29.52% | |
| 45 | MO | Altria Group INC | 股票-非周期性消费 | 0.46% | — | -0.57% | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.45% | — | -0.11% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.44% | — | +3.51% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.42% | — | +0.16% | |
| 49 | ED | Consolidated Edison INC | 股票-公用事业 | 0.42% | — | +0.12% | |
| 50 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 0.41% | — | +27.87% |