CIK: 0001715593
申报总市值
US$21.8亿
仅显示前 200 大持股（共 711 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 | 5.57% | -0.30% | +2.61% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 5.07% | — | +0.58% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 5.03% | +0.31% | +4.36% | |
| 4 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 3.79% | -0.14% | +5.91% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.63% | -0.15% | +2.23% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-其他 | 3.16% | — | +3.79% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.94% | -0.10% | -0.55% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.86% | — | +6.91% | |
| 9 | FSIG | Ft LTD Duration Inv Grade | ETF-其他 | 1.80% | — | +4.03% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-其他 | 1.66% | — | +13.45% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.35% | — | +5.65% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.31% | -0.12% | -3.96% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | -0.29% | +2.67% | |
| 14 | LVHI | Franklin International Low V | ETF-其他 | 1.13% | +0.28% | +14.11% | |
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.13% | -0.12% | -15.98% | |
| 16 | LGOV | First Tr Long Duration O-etf | ETF-其他 | 0.96% | +0.16% | +6.18% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | — | +5.19% | |
| 18 | FTGC | First Trust Global Tactical | ETF-其他 | 0.91% | +0.21% | +9.61% | |
| 19 | DVOL | First Trust Dw Momtm & Low | ETF-其他 | 0.90% | +0.18% | +4.39% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.78% | -0.18% | +3.32% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | — | +13.44% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.70% | — | +17.91% | |
| 23 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.70% | — | +23.20% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | +1.57% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | +3.47% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.59% | +0.17% | +48.31% | |
| 27 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.59% | -0.13% | +9.01% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.57% | — | +12.25% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.55% | — | -9.21% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 0.55% | -0.32% | +0.32% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.55% | — | -18.06% | |
| 32 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.54% | — | -3.65% | |
| 33 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.54% | — | +6.18% | |
| 34 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.51% | -0.22% | +24.89% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.51% | — | +0.54% | |
| 36 | FXU | First Trust Utilities Alphad | ETF-其他 | 0.50% | — | +3.70% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.49% | — | -6.77% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.47% | — | +421.45% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.47% | — | +5.77% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.45% | — | +3.25% | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.42% | — | +10.40% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.15% | -0.19% | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.41% | -0.21% | +2.89% | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.40% | — | -3.68% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.40% | -0.22% | -10.78% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.40% | — | +1.52% | |
| 47 | HGER | Harbor Commodity All Weather | ETF-避险与商品 | 0.39% | — | +16.59% | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.39% | — | -9.59% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.38% | — | -3.08% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.37% | — | +56.14% |