CIK: 0001767343
申报总市值
US$5.4亿
仅显示前 200 大持股（共 353 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 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 10.97% | -1.11% | +14.57% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.91% | -0.33% | +2.44% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.99% | -0.45% | +3.00% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.94% | +0.61% | +8.34% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 5.93% | +0.40% | -3.24% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.20% | -0.38% | +12.17% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.74% | -0.23% | +120.06% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.64% | +0.24% | +4.14% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 3.53% | -0.12% | +11.62% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.68% | -0.51% | +12.59% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.59% | -0.05% | +5.36% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.56% | +0.18% | +0.91% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.77% | +0.31% | +0.83% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.68% | +0.17% | +20.47% | |
| 15 | FTCS | First Trust Capital Strength | ETF-其他 | 1.65% | -0.94% | +7.78% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.45% | +0.08% | +1.19% | |
| 17 | GJUL | Ft Vest US Equity Moderate B | ETF-其他 | 1.39% | -0.54% | -12.01% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | +0.12% | +3.95% | |
| 19 | PH | Parker Hannifin CORP | 股票-工业 | 1.15% | -0.06% | -0.77% | |
| 20 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 1.10% | -0.04% | -8.83% | |
| 21 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 1.08% | +0.36% | +8.80% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | -0.01% | +3.32% | |
| 23 | SLS | Sellas Life Sciences Group I | 股票-其他 | 0.94% | +2.42% | +78.13% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | +0.11% | +1.06% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.85% | +0.02% | -13.79% | |
| 26 | ETN | Eaton Corporation plc | 股票-工业 | 0.70% | +0.02% | +4.29% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | -0.02% | — | |
| 28 | ADI | Analog Devices INC | 股票-科技 | 0.66% | +0.04% | -0.50% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | +0.05% | +19.70% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | -2.58% | |
| 31 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.53% | — | -6.70% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.52% | — | -0.02% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.51% | +0.09% | +16.59% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.51% | — | -3.72% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | +0.39% | -0.46% | |
| 36 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.42% | +0.04% | +23.43% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | +0.03% | -1.87% | |
| 38 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.41% | — | +0.03% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | +0.01% | -2.74% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.39% | +0.05% | -0.42% | |
| 41 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.39% | — | +2.44% | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.36% | +0.21% | +17.11% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.34% | — | +0.04% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.32% | — | -16.26% | |
| 45 | NEE | Nextera Energy INC | 股票-公用事业 | 0.32% | — | — | |
| 46 | CSX | Csx CORP | 股票-工业 | 0.32% | — | +0.02% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.31% | — | -3.40% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.31% | — | — | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | +0.03% | +0.09% | |
| 50 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.30% | — | — |