CIK: 0001596957
申报总市值
US$15.5亿
仅显示前 200 大持股（共 428 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 | 6.35% | -0.19% | -6.56% | |
| 2 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 4.46% | -0.30% | -8.29% | |
| 3 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 3.69% | -0.05% | -3.95% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 3.49% | +0.08% | -0.19% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.32% | -0.07% | +3.22% | |
| 6 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.32% | -0.06% | -1.41% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.00% | +0.07% | -0.47% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.57% | — | +189.62% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 2.43% | — | — | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.21% | — | -3.70% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.61% | — | -1.74% | |
| 12 | PTRB | Pgim Total Return Bond ETF | ETF-其他 | 1.52% | +0.12% | +17.99% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.49% | — | -5.16% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.49% | -0.02% | +0.45% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | — | +1.41% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.32% | +0.01% | +0.24% | |
| 17 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 1.31% | -1.04% | -2.07% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.24% | +0.03% | +189.53% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.23% | +0.08% | -0.95% | |
| 20 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 1.19% | — | +5.10% | |
| 21 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 1.19% | — | -4.49% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.19% | -0.01% | -0.53% | |
| 23 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.10% | +0.05% | +7.55% | |
| 24 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 1.07% | +0.05% | -3.56% | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.02% | +0.06% | +13.30% | |
| 26 | KEMX | Kraneshares Msci E-mkt Ex-ch | ETF-其他 | 1.01% | +0.02% | +7.73% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.97% | +0.05% | +2.56% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.96% | — | +293.67% | |
| 29 | AVDE | Avantis International Equity | ETF-其他 | 0.92% | — | +8.30% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.86% | -0.12% | +2.76% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.81% | -0.12% | +0.77% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.80% | +0.24% | +9.87% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.80% | — | +3.21% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.76% | — | +0.87% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.73% | — | -0.34% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | +0.02% | +1.66% | |
| 37 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.69% | — | +10.46% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | — | -3.52% | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.62% | — | +2.41% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | +0.06% | +1.41% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | +0.19% | +57.08% | |
| 42 | IDV | Ishares International Select | ETF-其他 | 0.57% | +0.04% | +4.47% | |
| 43 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.55% | — | +4.71% | |
| 44 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.55% | — | -3.87% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.54% | — | +0.56% | |
| 46 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.52% | — | +4.78% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.04% | +15.38% | |
| 48 | ARCB | Arcbest CORP | 股票-其他 | 0.49% | — | — | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | — | +2.22% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | +0.06% | +1.74% |