CIK: 0001765278
申报总市值
US$3.2亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.77% | -2.21% | +124.57% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.16% | — | +7.25% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.46% | — | +22.24% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.42% | -0.89% | EXIT | |
| 5 | XLE | Ss Energy Select Sector | ETF-其他 | 4.31% | — | — | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 4.03% | -1.02% | — | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-其他 | 3.98% | -1.61% | +1.78% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 3.87% | — | -15.78% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.71% | +1.14% | -38.55% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.33% | — | +6.42% | |
| 11 | VDE | Vanguard Energy ETF | ETF-其他 | 2.93% | — | — | |
| 12 | IRM | Iron Mountain INC | 股票-房地产 | 2.52% | — | -21.97% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.41% | — | -4.02% | |
| 14 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.20% | -7.75% | — | |
| 15 | BAR | Graniteshares Gold Trust | ETF-避险与商品 | 2.05% | — | — | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.65% | — | -14.65% | |
| 17 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.60% | +1.40% | NEW | |
| 18 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.58% | — | -2.22% | |
| 19 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 1.56% | +1.29% | NEW | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.52% | +1.24% | -15.40% | |
| 21 | BUYZ | Franklin Disruptive Commerce | ETF-其他 | 1.51% | — | — | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.48% | -1.23% | +9.79% | |
| 23 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.48% | — | -15.84% | |
| 24 | ✓ | Tidal ETF Tr | ETF-其他 | 1.41% | — | -18.37% | |
| 25 | FSIG | Ft LTD Duration Inv Grade | ETF-其他 | 1.33% | — | — | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.19% | — | -6.55% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.19% | — | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.18% | +0.62% | -29.40% | |
| 29 | DIV | Global X Superdividend Use | ETF-其他 | 1.16% | — | -5.10% | |
| 30 | ARCC | Ares Capital CORP | 股票-金融 | 1.14% | — | -11.36% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.08% | +0.58% | -10.50% | |
| 32 | AAPL | Apple INC | 股票-科技 | 1.05% | — | +0.77% | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.04% | -0.72% | EXIT | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 1.02% | -0.87% | -19.31% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | — | +1.34% | |
| 36 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.83% | -0.88% | -41.09% | |
| 37 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.82% | — | +2.03% | |
| 38 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.76% | — | +7.95% | |
| 39 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.75% | — | -25.32% | |
| 40 | USVM | Victoryshares US Small Mid C | ETF-其他 | 0.71% | -0.78% | EXIT | |
| 41 | FEMB | First Trust Emerging Markets | ETF-新兴市场 | 0.62% | — | +7.41% | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.62% | — | -6.31% | |
| 43 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.58% | — | -16.72% | |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.54% | — | — | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.51% | — | — | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.49% | — | — | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.49% | — | +3.06% | |
| 48 | IEZ | Ishares U.s. Oil Equipment & | ETF-其他 | 0.47% | — | — | |
| 49 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.44% | -0.88% | EXIT | |
| 50 | SVAL | Ishares US Small Cap Val Fac | ETF-中小型股 | 0.42% | — | -1.11% |