CIK: 0001596957
申报总市值
US$15.5亿
仅显示前 200 大持股（共 436 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 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 6.70% | -0.19% | +4.52% | |
| 2 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 6.10% | — | +4.74% | |
| 3 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 4.64% | -0.30% | +0.08% | |
| 4 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 3.50% | -0.05% | -0.75% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.43% | -0.07% | +2.80% | |
| 6 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.19% | -0.06% | +3.78% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 3.11% | +0.08% | +5.87% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.60% | — | -2.16% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.57% | +0.07% | +5.40% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.20% | — | +4.91% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.57% | — | -2.70% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | — | +4.94% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.52% | — | +0.35% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | -0.02% | +962.99% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.27% | -0.01% | -8.50% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.25% | — | -0.67% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.23% | +0.03% | +1.59% | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.22% | +0.01% | -8.27% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.19% | — | +1.93% | |
| 20 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 1.18% | — | +4.47% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.08% | +0.08% | +2.54% | |
| 22 | KEMX | Kraneshares Msci E-mkt Ex-ch | ETF-其他 | 1.04% | +0.02% | +1.79% | |
| 23 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.03% | +0.05% | +1.17% | |
| 24 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 1.02% | +0.05% | +3.11% | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.92% | +0.06% | +0.69% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.92% | — | -0.59% | |
| 27 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 0.89% | -1.04% | +1.41% | |
| 28 | AVDE | Avantis International Equity | ETF-其他 | 0.87% | — | +2.87% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.80% | -0.12% | -5.49% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.76% | — | +2.37% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.74% | — | +0.51% | |
| 32 | ARCB | Arcbest CORP | 股票-其他 | 0.74% | — | +86.26% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.70% | +0.24% | +0.97% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | -0.12% | +8.26% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.66% | — | +7.47% | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.66% | — | -0.11% | |
| 37 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.65% | — | +2.26% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | — | +4.02% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.59% | +0.05% | -3.69% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.02% | +3.03% | |
| 41 | IDV | Ishares International Select | ETF-其他 | 0.58% | +0.04% | +5.50% | |
| 42 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.54% | — | +3.63% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.52% | — | +1.95% | |
| 44 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.51% | — | +0.22% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.04% | +68.32% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.47% | — | +3.79% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | +0.06% | +3.25% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.45% | — | -1.36% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.44% | +0.06% | +3.07% | |
| 50 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.44% | — | +15.46% |