CIK: 0001668189
申报总市值
US$10.6亿
仅显示前 200 大持股（共 203 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 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 7.76% | +0.19% | +150.17% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.11% | -0.12% | +11.61% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.07% | -0.22% | -0.88% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.98% | — | -8.15% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.73% | +0.23% | +6.39% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 4.16% | -0.26% | +6.42% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.53% | -0.16% | +9.93% | |
| 8 | TROW | T Rowe Price Group INC | 股票-金融 | 2.41% | -0.11% | +5.57% | |
| 9 | XJPIX | Nuveen Preferred Securities | 股票-其他 | 2.23% | — | -11.43% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.09% | -0.16% | -17.24% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.06% | +0.07% | -0.58% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | -0.13% | -4.13% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.69% | -0.08% | +2.89% | |
| 14 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.57% | — | -2.90% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | -0.29% | +3.40% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.38% | -0.10% | +30.20% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.35% | — | +14.04% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.32% | — | -1.26% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.24% | -0.10% | -0.94% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | +0.17% | -0.02% | |
| 21 | ARKK | Ark Innovation ETF | ETF-其他 | 1.01% | — | +88.74% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.98% | -0.10% | +13.88% | |
| 23 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.95% | — | +5.12% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | -0.10% | -2.47% | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.89% | — | -4.25% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | — | +7.84% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | +0.06% | -0.65% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.83% | — | -25.82% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.80% | — | -0.76% | |
| 30 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.75% | -0.26% | -8.39% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.73% | — | -2.33% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.71% | -0.06% | -0.77% | |
| 33 | PYPL | Paypal Holdings INC | 股票-金融 | 0.68% | — | +8.78% | |
| 34 | DSL | Doubleline Income Solutions | 股票-其他 | 0.62% | — | -61.71% | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.62% | — | -5.89% | |
| 36 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.60% | — | -0.19% | |
| 37 | LEO | Bny Mellon Strategic Muni | 股票-其他 | 0.60% | — | -49.59% | |
| 38 | XMYDX | Blackrock Muniyield Fund | 股票-其他 | 0.57% | — | -17.62% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.54% | — | -1.24% | |
| 40 | MA | Mastercard INC - A | 股票-金融 | 0.53% | -0.06% | -5.87% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.50% | +0.12% | +4.63% | |
| 42 | IDV | Ishares International Select | ETF-其他 | 0.47% | — | -17.30% | |
| 43 | CCI | Crown Castle INC | 股票-房地产 | 0.47% | — | +8.27% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | -3.88% | |
| 45 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.43% | +0.17% | -16.34% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.42% | — | +1.44% | |
| 47 | AMT | American Tower CORP | 股票-房地产 | 0.42% | — | +130.42% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.41% | — | -4.23% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.40% | — | +4.08% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | -0.16% | +3.36% |