CIK: 0001668189
申报总市值
US$10.6亿
仅显示前 200 大持股（共 212 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 | 13.71% | +0.19% | +0.20% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.14% | -0.12% | +0.65% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.86% | +0.23% | +3.17% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.75% | -0.22% | +1.59% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 3.56% | -0.26% | +2.19% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.02% | +0.17% | -0.04% | |
| 7 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 2.78% | -0.26% | +63.68% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.46% | -0.13% | -1.66% | |
| 9 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 2.24% | -0.35% | +9.13% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.16% | -0.16% | -3.75% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.14% | +0.07% | +1.33% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.08% | -0.16% | -3.78% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -0.29% | -6.68% | |
| 14 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.94% | -0.10% | +6.94% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.75% | — | +3.94% | |
| 16 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 1.55% | -0.12% | -6.99% | |
| 17 | MQY | Blackrock Muniyield Quality | 股票-其他 | 1.52% | -0.15% | -1.51% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.47% | — | +15.99% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.47% | -0.08% | +0.07% | |
| 20 | XJPIX | Nuveen Preferred Securities | 股票-其他 | 1.42% | — | -10.52% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.35% | — | -5.37% | |
| 22 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股与成长 | 1.20% | +0.85% | +60.72% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.15% | — | -0.79% | |
| 24 | TROW | T Rowe Price Group INC | 股票-金融 | 1.13% | -0.11% | -0.01% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.07% | -0.10% | -5.33% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.01% | +0.05% | +1.88% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.99% | -0.10% | -0.27% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.98% | +0.12% | +11.92% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.95% | -0.10% | +1.05% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.91% | — | +0.79% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | — | +1351.48% | |
| 32 | PDO | Pimco Dynamic Income Opport | 股票-其他 | 0.82% | -0.06% | -1.50% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.79% | — | -0.58% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.79% | — | +0.72% | |
| 35 | XBMEX | Blackrock Health Sciences | 股票-其他 | 0.78% | — | -1.96% | |
| 36 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.71% | — | -0.40% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.10% | +4.11% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.69% | — | -16.49% | |
| 39 | COR | Cencora INC | 股票-医疗保健 | 0.66% | -0.08% | -0.01% | |
| 40 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 0.63% | -0.06% | -8.79% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.61% | -0.06% | +4.18% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.58% | — | +0.64% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | — | +2.69% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.57% | — | -4.86% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | — | +43.01% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.55% | -0.06% | +2.68% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.52% | -0.15% | -0.95% | |
| 48 | PSF | Cohen & Steers Select Prefer | 股票-其他 | 0.45% | — | -1.13% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.44% | -0.16% | +36.47% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | -1.27% |