CIK: 0001992810
申报总市值
US$2.7亿
| # | 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 | VUG | Vanguard Growth ETF | ETF-其他 | 6.44% | — | +2.18% | |
| 2 | LDSF | First Tr Low Duration St-etf | ETF-其他 | 4.84% | — | -0.67% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-其他 | 4.67% | — | +2.50% | |
| 4 | FIXD | First Trust Smith Opportunis | ETF-其他 | 3.92% | — | +1.89% | |
| 5 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 3.87% | — | +20.91% | |
| 6 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 3.69% | — | +7.15% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 3.47% | — | +7.38% | |
| 8 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 3.37% | — | +6.52% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.35% | — | +8.14% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.30% | — | +6.43% | |
| 11 | FTCS | First Trust Capital Strength | ETF-其他 | 2.74% | — | -2.13% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.29% | — | +6.93% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 2.17% | — | +6.19% | |
| 14 | AAPL | Apple INC | 股票-科技 | 2.00% | — | -1.21% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 1.81% | — | +4.12% | |
| 16 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 1.50% | — | +7.85% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.47% | — | +7.46% | |
| 18 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.45% | — | +6.11% | |
| 19 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.42% | — | +6.77% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.40% | — | +7.60% | |
| 21 | FTGC | First Trust Global Tactical | ETF-其他 | 1.35% | — | +16.74% | |
| 22 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.32% | — | +7.68% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | — | -14.47% | |
| 24 | FEMS | First Trust Emerging Markets | ETF-新兴市场 | 1.09% | — | +9.78% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.06% | — | +6.28% | |
| 26 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.06% | — | +0.81% | |
| 27 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.76% | — | -5.93% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.74% | — | +1.77% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | — | +9.17% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.63% | — | +4.37% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.57% | — | +3.57% | |
| 32 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 0.57% | — | +22.23% | |
| 33 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.57% | — | -13.82% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.54% | — | +7.22% | |
| 35 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.53% | — | +16.46% | |
| 36 | NFLX | Netflix INC | 股票-通信服务 | 0.52% | — | +0.06% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.49% | — | -1.25% | |
| 38 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.49% | — | +20.98% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | — | +0.09% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | — | +98.69% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.42% | — | +50.10% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.41% | — | -0.08% | |
| 43 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.41% | — | +8.33% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | — | +18.84% | |
| 45 | VDE | Vanguard Energy ETF | ETF-其他 | 0.40% | — | +24.10% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.39% | — | -3.69% | |
| 47 | DOGG | Ft Vest Djia Dogs 10 Target | ETF-其他 | 0.39% | — | — | |
| 48 | FTRI | First Trust Indxx Global Nat | ETF-其他 | 0.39% | — | +9.66% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.39% | — | -8.67% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.38% | — | — |