CIK: 0001805250
申报总市值
US$6.2亿
| # | 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 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 9.53% | +6.15% | +502.81% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.88% | — | -50.26% | |
| 3 | CGXU | Cap Group Intl Focus | ETF-其他 | 4.42% | — | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.07% | -0.77% | -1.79% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.24% | -0.80% | -1.36% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.21% | — | +0.43% | |
| 7 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.66% | — | -0.97% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 2.53% | — | -0.29% | |
| 9 | HD | Home Depot INC | 股票-周期性消费 | 2.19% | — | -40.80% | |
| 10 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.00% | — | +286.01% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.99% | — | +249.00% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.95% | — | +114.24% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.75% | — | -1.25% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.75% | -0.59% | EXIT | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.71% | — | -3.75% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.63% | -0.58% | EXIT | |
| 17 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 1.53% | — | +0.15% | |
| 18 | CAT | Caterpillar INC | 股票-工业 | 1.52% | -0.96% | +2.55% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.42% | -1.30% | +2.36% | |
| 20 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.33% | — | -1.36% | |
| 21 | PXI | Invesco Dorsey Wright Energy | ETF-其他 | 1.30% | — | -7.65% | |
| 22 | MSI | Motorola Solutions INC | 股票-科技 | 1.27% | — | -3.14% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.23% | — | -2.83% | |
| 24 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 1.23% | — | +2.35% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.20% | — | +1.80% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 1.15% | — | +3.34% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.13% | — | -1.64% | |
| 28 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股与成长 | 1.07% | — | -1.93% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.06% | — | — | |
| 30 | GS | Goldman Sachs Group INC | 股票-金融 | 1.06% | — | -5.76% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -1.55% | -0.37% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 1.02% | — | +18.22% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 1.02% | — | +4.28% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.98% | — | -3.22% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.97% | — | +8.51% | |
| 36 | ETN | Eaton Corporation plc | 股票-工业 | 0.97% | — | +2.91% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.94% | — | +3.36% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.92% | — | — | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.91% | — | -3.55% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.91% | — | — | |
| 41 | UPS | United Parcel Service-cl B | 股票-工业 | 0.88% | — | +2.44% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.85% | — | -7.36% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.83% | -0.42% | -8.71% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.83% | — | — | |
| 45 | F | Ford Motor Co | 股票-周期性消费 | 0.81% | — | +3.80% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.76% | -0.32% | -8.03% | |
| 47 | TGT | Target CORP | 股票-周期性消费 | 0.74% | — | +0.99% | |
| 48 | PSL | Invesco Dorsey Wright Consum | ETF-其他 | 0.60% | — | +1.26% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | -0.53% | +1689.26% | |
| 50 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.53% | — | +0.78% |