CIK: 0001715593
申报总市值
US$21.8亿
仅显示前 200 大持股（共 660 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.94% | -0.30% | +0.41% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 5.13% | +0.31% | +2.39% | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 3.70% | — | +3.43% | |
| 4 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 3.56% | -0.14% | +2.63% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.21% | -0.15% | +1.26% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-其他 | 3.16% | — | +1.35% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.27% | -0.10% | +2.74% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.92% | — | +3.54% | |
| 9 | FSIG | Ft LTD Duration Inv Grade | ETF-其他 | 1.71% | — | +17.83% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-其他 | 1.66% | — | +2.66% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | -0.29% | +5.65% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.36% | -0.12% | +1.22% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.34% | — | -6.45% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.31% | — | -4.00% | |
| 15 | FTGC | First Trust Global Tactical | ETF-其他 | 1.11% | +0.21% | +53.44% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.07% | -0.12% | +4.50% | |
| 17 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.07% | — | +0.74% | |
| 18 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.99% | — | -10.66% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.96% | — | -15.03% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.93% | — | +0.71% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.87% | — | +1.25% | |
| 22 | SJB | Proshares Short High Yield | ETF-非投资级债 | 0.87% | — | -2.59% | |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.81% | — | +1.16% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.79% | — | +14.17% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.78% | -0.18% | +1.46% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | — | +5.84% | |
| 27 | PTBD | Pacer Trendpilot US Bond ETF | ETF-其他 | 0.76% | — | +0.93% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.75% | — | +31.85% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.71% | — | +2.15% | |
| 30 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.63% | — | +0.63% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.15% | +0.63% | |
| 32 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.55% | — | -2.17% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.53% | — | +35.59% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.53% | — | +63.60% | |
| 35 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.53% | — | -2.27% | |
| 36 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.53% | — | +7.08% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | — | +1.83% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.47% | — | +2.05% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.47% | — | +20.34% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.42% | — | +28.41% | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.42% | — | -8.07% | |
| 42 | FXG | First Trust Consumer Staples | ETF-其他 | 0.42% | — | -1.96% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | +4.85% | |
| 44 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.41% | — | +0.45% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.39% | — | +2.68% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.39% | — | +1.97% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.39% | -0.32% | +0.56% | |
| 48 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.38% | — | -0.60% | |
| 49 | FXU | First Trust Utilities Alphad | ETF-其他 | 0.38% | — | +7.54% | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.37% | — | +8.92% |